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Second-life battery: Based on an overall analysis of the data, auto sales in June have increased, but the support is limited. However, the rigid demand in the ESS sector remains stable. The auto sales boom driven by the previous auto show has gradually faded. The penetration rate of NEVs in the market has stabilized, and currently, the consumption power in the end-use market is insufficient. It is expected that the increase in end-use demand will be relatively limited. In terms of market transactions, the current market transactions in June remain sluggish. Some second-life battery producers are basically not increasing their inventory and maintaining a just-in-time procurement strategy.
SMM New Energy Research Team
Wang Cong 021-51666838
Ma Rui 021-51595780
Feng Disheng 021-51666714
Lv Yanlin 021-20707875
Zhou Zhicheng 021-51666711
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