The profitability and cash flow of material companies are expected to improve. In the past two years, lithium battery material companies have experienced price competition and supply cleanup, and are currently at the bottom of the industry profitability. With the improvement of production planning and optimization of the supply structure in the second half of the year, the single profitability of the industrial chain is expected to increase after 2025.
At present, leading battery companies maintain their leading advantages in R & D, management systems, large-scale production, and fixed points of automobile companies, etc. With these advantages, companies can play a synergistic role in the competition in the field of energy conservation. In the future, leading battery manufacturers should accelerate guatemala number data the pace of R & D innovation, continuously explore segmented application scenarios and develop related markets, and leverage the synergies of the middle and lower levels of the industrial chain to restructure the value chain. Leading material companies should strengthen their leadership in cost reduction through engineering and technical reform, actively explore the international deployment of production capacity, and expand the proportion of overseas supply for overseas battery customers.
This year is the year of the most concentrated price competition and structure purification in the lithium battery chain. The production profit of current material companies is at a historical low. With the completion of the integrated deployment of the industrial chain, cost reduction and efficiency improvement or market expansion of leading companies in 2025, they will enter the stage of stable performance growth after 2025.