$SERES(09927.HK) rose slightly; Aito's weekly sales ranking remains strong. $CATL(03750.HK) saw a slight increase, while $SANHUA(02050.HK) and $EOS Energy Enterprises(EOSE.US) both dipped slightly. From batteries and thermal management to energy storage, the entire chain lacks direction.
The divergence in new energy vehicles is now entirely bet on Q4: whether sales can sustain after the phase-out of trade-in subsidies. Battery manufacturers' production schedules will provide the first answer. Let's wait for the data 🤔
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