Source Gangtise Investment Research
Analysts said that 2023H1JungleJackpotJamboreeThe level of European household inventory is above 6GWh, equivalent to eight months of supply, while the industry's healthy inventory level is about three months. It is expected that by the end of 2024Q2 or the beginning of 2024Q3, European inventories will be more completely de-mined. At the same time, the market situation in Southeast Asia, Africa and South America is more optimistic, especially the Southeast Asian market has shown positive year-on-year growth since 2024Q1.
