ππ‘π’π§π-ππ-ππππππ«π²-ππ
? ?.?? ??????? ??? ?????????????
?????? ????? ???????? ?? 3.1 ??????? ????????
β ??????????? ???? ??%
? 159.8 ??? ?? ??? (???????? ??????? ???????) ???????? ???????? ??????? ???-Oct ,
(45.1/54.8 ??? ???/???)
β LFP continues monthly double digit growth while NMC growth stalls.
β Little slowdown in runaway battery raw material prices β Supply Chain buckles; Prices Soar
β Early investment in raw materials have largely insulated the top tier battery manufactures (CATL)
β Mostly tier 2 manufactures (3C) affected.