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CICC: Despite Off-Season, 1Q25 Production Remains Robust; Ideal Time to Invest in Lithium Batteries
2025-02-21 /
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Author：小编
According to CICC's analysis, spurred by the domestic new energy vehicle trade-in initiative and the surge in overseas energy storage demand, production during the traditionally off-season first quarter of 2025 in the industrial chain has remained robust. Companies have exhibited a keen willingness to restock, with leading manufacturers across various segments maintaining high operating rates and demonstrating robust profitability resilience. Notably, anticipated price hikes for materials like 6F and lithium iron phosphate cathodes are poised to further bolster profitability elasticity. CICC remains optimistic about the gradual enhancement of unit profitability across the entire industrial chain throughout 2025.
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