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I was thinking on why AJM is ahead of the game re shipping in this market.
It could come down to timing and astute management.
18 months ago GXY, Tianqi exported a generic Li product to China.
What AJM forsore,was a different quality was needed for the NCM811 battery.
They adopted best practice for this market early in the workup to nameplate.
AJM made sure Gangfeng was happy with the product prior to production.
I have got a feeling that AJM li will be the darling for the next few months, year for NCM811 batteries.