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Since the beginning of this year, the strong demand in the energy storage industry has led to a tight supply of energy storage battery cells in the upstream sector. Some industry leaders have already reached full production capacity. On the evening of September 18, Jiangxi Ganfeng Lithium Group Co., Ltd., Huizhou EVE Energy Co., Ltd., and other listed companies in the energy storage battery sector replied to investors that their energy storage battery cell production capacity is currently at full capacity. According to a research report by CITIC Securities, the booming orders in the energy storage industry are mainly due to strong overseas demand, price increases, the realization of industry turning points, and the "doubling plan" for new energy storage to provide continuous support for installed capacity (Securities Daily).
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