Zhong Guo Neng Yuan Wang·2025-11-27 23:54Core Viewpoint - The energy storage industry continues to experience high demand, with a significant increase in orders for energy storage cells, leading to a situation where supply cannot meet demand, indicating a transition from "scale expansion" to "quality and efficiency improvement" in the industry [1][2]. Group 1: Market Demand and Supply - The energy storage cell market is currently characterized by strong supply and demand, with leading companies extending order schedules into next year [1]. - Companies like Longjing Environmental Protection have reported full orders, with production schedules extending to June 2026, and are planning to increase capacity to meet the "one cell hard to find" demand [1]. - Huizhou EVE Energy has also confirmed full production status and has achieved mass production of large cells, maintaining a strong market share [1][2]. Group 2: Upstream Material Production - Upstream material companies are experiencing high production levels due to strong demand from downstream power and energy storage batteries [2]. - Companies such as Hunan YN Energy and Guizhou Anda Technology have reported being at full production capacity [2]. - The demand for phosphate cathode materials is expected to continue growing, driven by both power and energy storage batteries [2]. Group 3: Competitive Strategies - Companies are focusing on technological upgrades and innovative models to strengthen their competitive advantages [3]. - Longjing Environmental Protection plans to implement lean production and cost-reduction measures to cope with industry competition, with a reported gross margin of approximately 10% for energy storage cells [3]. - Strategic long-term partnerships are becoming crucial for stable supply chain development, as seen in the ten-year agreement between Haibo Sichuang and CATL [3]. Group 4: Industry Trends and Recommendations - The energy storage industry is advised to avoid falling into low-price competition by enhancing industry self-discipline and promoting procurement based on "optimal value" rather than "lowest price" [4]. - There is a need for differentiation in technology and products to improve the usable capacity and cost performance of energy storage systems [4]. - Accelerating international expansion and certification processes is essential for participating in global competition [4].