Industry insiders: The development of the energy storage industry in 2026 will be more diversified.

The upstream supply of raw materials in the industrial chain is tight, and the prices of raw materials such as lithium carbonate have doubled. Top energy storage battery companies like CATL have entered a "full production and sales" state, continuously breaking records in energy storage installation scale. Looking back to earlier this year, the industry was a completely different landscape: with the release of important documents in the new energy industry, mandatory reserves became history, leading the industry to fall into a bottomless pit of "no orders". Behind the dramatic turnaround is a more brutal restructuring of the industry. Top energy storage battery companies are sweeping through the market with low-price strategies, continuously expanding their market share; energy storage system integrators like HBSCT are seizing opportunities with the upgrade of new power systems and the explosive demand for AI computing power. Many company executives and experts interviewed by reporters believe that for many energy storage companies, this "rebound" is more like the aftermath of the giants eating meat, and the industry reshuffle is still in high gear. The development of the energy storage industry in 2026 will be more differentiated, so one can only be cautiously optimistic.