A "chip shortage" centered around energy storage battery cells is accelerating and spreading.
A resonance driven by the triple demand of artificial intelligence, power infrastructure, and new energy is being clearly conveyed to the global market through copper prices.
The Xinhua News Agency recently reported in a series of articles on a groundbreaking study published in *Nature Sustainability*. The research was conducted by a collaborative team led by Huang Xuejie from the Institute of Physics at the Chinese Academy of Sciences, Yao Xiayin from the Ningbo Institute of Materials Technology and Engineering, and Zhang Heng from Huazhong University of Science and Technology...
In October, the lithium battery industry's production scheduling data once again exceeded expectations, continuing its upward trend on the high base of September. The supply-demand turning point has been established, driven by the synergy of peak season and the surge in energy storage demand.
As the electrification transformation of four-wheel vehicles enters a deep water zone, the wave of "oil to electric" conversion of two wheeled motorcycles has also reached a historic turning point.
As of the end of August, the semi annual reports of several listed companies in the battery industry chain have been released. Battery companies such as CATL, Prudential (Hisilicon Sodium Star), and Vico Technology have announced the latest developments in sodium batteries...
The latest semi annual report for 2025 released by China Innovation Airlines shows that the company's profitability is significantly increasing.
This round of equipment demand not only comes from capacity expansion, but also from multiple trends such as solid-state batteries, overseas factory construction, and production line upgrades.
Against the backdrop of sustained downstream demand and intensified Matthew effect in the industry, orders are accelerating towards top enterprises.
The activity and demand growth of the terminal market for large cylindrical batteries are driving technological iteration and mature production processes.
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