CATL conference call: Production capacity is at full load, price increases are not the core driving force, and the energy storage demand brought by data centers is considerable
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CATL stated that as the construction of new bases such as Jining progresses, production capacity will gradually be released, and the supply tightness will improve. In the future, there will be more and more supporting methods for energy storage in data centers, and the application of main power sources will also increase, leading to considerable energy storage demand from data centers. Sodium batteries will start shipping next year and gradually ramp up production
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