𝐀𝐥𝐥 𝐭𝐡𝐢𝐧𝐠𝐬 𝐁𝐚𝐭𝐭𝐞𝐫𝐢𝐞𝐬 & 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 𝐅𝐞𝐛𝐫𝐮𝐚𝐫𝐲 𝐂𝐡𝐢𝐧𝐚 𝐑𝐞𝐯𝐢𝐞𝐰

𝟑𝟔𝟖/𝟑𝟑𝟒𝐤 NEV(Production/Sales)   ↑141.4%  YOY
𝟐𝟓𝟖,𝟎𝟎𝟎 Passenger EV sales ↑ 160% YOY

Ave Pack 48.8kWh Penetration rate 21.8%%

𝟑𝟏.𝟖 𝐆𝐖𝐡 EVB                             ↑ 236.2% YOY

𝗡𝗠𝗖/𝗟𝗙𝗣
Installed Capacity 𝟭𝟯.𝟳𝗚𝗪𝗵 (𝟱.𝟴/𝟳.𝟴𝗚𝗪𝗵)

𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻
Lithium iron phosphate batteries 20.1GWh
Ternary batteries 11.6GWh

Lithium Carbonate bows past 500,000 / ton, up 70% in 2 months

𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀 𝗮𝗻𝗻𝗼𝘂𝗻𝗰𝗲𝗱 𝘁𝗵𝗶𝘀 𝗺𝗼𝗻𝘁𝗵
Two 𝗦𝗼𝗹𝗶𝗱 𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝘁𝘀 totaling 𝟯𝟬𝗚𝗪𝗵
Over 𝟮𝟬𝟬𝗚𝗪𝗵 of battery production
𝟲𝟬𝟬𝗸𝘁 of Anode materials
𝟯𝟬𝟬𝗸𝘁 of ternary CAM & Precursors
𝟲𝟬𝟬𝗸𝘁 of LFP

With close to 𝟏𝟎𝟎𝟎𝐤𝐭 𝐨𝐟 𝐄𝐥𝐞𝐜𝐭𝐫𝐨𝐥𝐲𝐭𝐞 projects announced this Electrolyte supply woes are expected to ease over the next 18months.