Energy storage battery cells are in short supply: order lead times extend into next year, companies are accelerating production expansion to meet the surge in demand.

Recently, reporters have learned through interviews from various sources that the current domestic energy storage battery cell production capacity has entered a state of supply shortage, with leading companies already having energy storage battery orders scheduled until the end of the first quarter of 2027. Meanwhile, the spot price of battery cells has rebounded significantly from its low point in 2025, shifting bargaining power back to the industry. At the same time, spurred by the gap between supply and demand, a new round of expansion in the domestic energy storage battery sector has been initiated, with many companies announcing large-scale expansion plans. However, industry insiders have warned of the risks of overcapacity after the concentrated release of production capacity, cautioning against irrational expansion that may not only repeat the cycle of the new energy industry, but also potentially damage the global reputation of the Chinese energy storage industry due to quality and compliance issues caused by price competition.