As 2024 comes to a close, throughout this year, due to the continuous decline in the price of raw material lithium carbonate and the transmission of "price wars" from downstream automakers, the competition in the Battery Industry has continued to escalate, and capacity has been rapidly cleared. Recently, the Battery Film Special Committee of the China Plastics Processing Industry Association issued a proposal to proactively control output from both production and sales ends, reducing quantity in line with market trends, avoiding "price wars," and not engaging in market share disputes. Leading Battery companies are also seeking solutions. Recently, Contemporary Amperex Technology and Gotion High-tech announced the establishment of Battery factories overseas. The strategies of leading companies have also provided the market with more positive signals. (Securities Daily)
动力电池行业“淘汰赛”加剧 头部企业积极“出海”谋增量
The competition in the Battery Industry is intensifying, and leading companies are actively seeking growth opportunities overseas.
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