The supply of raw materials upstream in the industrial chain is tight, and the prices of raw materials such as lithium carbonate have doubled. Leading energy storage battery companies such as Ningde Times have entered a state of “full production and full sales”, and the scale of energy storage installed capacity continues to set new records. Looking back at the beginning of this year, the industry was a different scene: with the release of major documents on the new energy industry, compulsory allocation and storage became history, and the industry once fell to the bottom of “nothing to do.” Behind the dramatic reversal is an even harsher class restructuring. Leading energy storage battery companies have swept through thousands and continuously expanded their market share through low cost strategies; energy storage system integrators such as Haibo Sichuang have taken off with the upgrade of new power systems and the explosion in demand for AI computing power. A number of business people and experts interviewed by the reporter said that for more energy storage circuit companies, this wave of “rebound” is more like a dead end after the giants ate their meat, and the industry reshuffle is still running at a high speed. The development of the energy storage industry in 2026 will be more divided, and we can only be cautiously optimistic.

The supply of raw materials upstream in the industrial chain is tight, and the prices of raw materials such as lithium carbonate have doubled. Leading energy storage battery companies such as Ningde Times have entered a state of “full production and full sales”, and the scale of energy storage installed capacity continues to set new records. Looking back at the beginning of this year, the industry was a different scene: with the release of major documents on the new energy industry, compulsory allocation and storage became history, and the industry once fell to the bottom of “nothing to do.” Behind the dramatic reversal is an even harsher class restructuring. Leading energy storage battery companies have swept through thousands and continuously expanded their market share through low cost strategies; energy storage system integrators such as Haibo Sichuang have taken off with the upgrade of new power systems and the explosion in demand for AI computing power. A number of business people and experts interviewed by the reporter said that for more energy storage circuit companies, this wave of “rebound” is more like a dead end after the giants ate their meat, and the industry reshuffle is still running at a high speed. The development of the energy storage industry in 2026 will be more divided, and we can only be cautiously optimistic.