From "Strategic Silence" to Accelerated Expansion: Is the Capacity Network of Top-Tier Battery Enterprises Expanding Again?
In recent years, China's battery and new energy industry has been mired in a brutal period of profound adjustment, with power and ESS battery prices plummeting, severely compressing the profit margins of most enterprises and plunging them into losses.
During this industry downturn, a number of enterprises lacking core competitiveness have been forced to exit the market, with several cross-industry players delaying or terminating their projects. However, in stark contrast to the retreat of small and medium-sized enterprises, top-tier enterprises have expanded against the trend. Since 2025, there have been frequent announcements regarding project planning, implementation, commencement, and operation.