【国泰海通电新徐强团队】August Production Schedule Forecast: Strong Reality vs Weak Expectations

English summary

# Batteries: Estimated production 198.76 GWh, +70.3% YoY, +8.9% MoM

A: Estimated production 110.5 GWh, +71.3% YoY, +9.3% MoM

B: Estimated production 37.6 GWh, +61.7% YoY, +11.9% MoM

C: Estimated production 14.45 GWh, +61.5% YoY, +4.3% MoM

D: Estimated production 1.32 GWh, +46.7% YoY, +1.5% MoM

E: Estimated production 18.09 GWh, +83.8% YoY, +6.4% MoM

F: Estimated production 16.8 GWh, +80.6% YoY, +7.7% MoM

# Cathode materials: Estimated LFP production 202,000 tons, +66.1% YoY, +3.7% MoM; ternary production 41,500 tons, +27.6% YoY, +2.6% MoM

A: Estimated ternary production 8,000 tons, +56.3% YoY, -5.9% MoM; ...