[HF Electric New Energy] August lithium battery production schedule update: MoM significant increase of 8%, exceeding general market expectations, validating peak-season demand

English summary

Battery cells (6 companies): Ternary production 25.7GWh, +2% MoM, +24% YoY; LFP production 173.0GWh, +10% MoM, +81% YoY; of which leading companies production 90.3+20.2GWh=110.5GWh, +9% MoM, +71% YoY. Cathodes: 4 ternary cathode companies production 37,000 tons, +3% MoM, +43% YoY; 4 LFP cathode companies production 199,000 tons, +3% MoM, +68% YoY; Anodes (4 companies): production 214,000 tons, +5% MoM, +52% YoY; Separators (3 companies): production 2.23 billion square meters, +1% MoM, +47% YoY; Electrolyte (2 companies): production 141,000 tons, +6% MoM, +55% YoY;…