What Impact Has The Falling Price Of Energy Storage Connector Raw Materials Caused?
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Since 2024, the price of key raw materials, particularly lithium carbonate, has plummeted, triggering a massive profit redistribution within the energy storage connector industry chain. Upstream material suppliers, particularly those holding high-priced battery storage connector inventory, have faced significant financial pressure and asset impairments. In contrast, midstream and downstream battery manufacturing and system integration, including storage connector, have generally benefited from easing cost pressures, recovering profit margins.