According to reports, the SMM weekly comprehensive operating rate for lead-acid battery enterprises in five provinces was 65.65% from January 2 to January 8, 2026, up 0.95 percentage points WoW.
After the New Year holiday, lead-acid battery enterprises gradually resumed normal production. The operating rate for lead-acid battery enterprises rebounded this week. However, due to slight differences in holiday schedules among large enterprises—some took leave before New Year's Day, while others during the holiday—some companies had not fully resumed operations this week because of holiday timing issues. It is expected that with the holiday factor eliminated next week, production at lead-acid battery enterprises will continue to recover. In addition, since the beginning of January, consumption in the e-bike lead-acid battery market has been sluggish, particularly due to the impact of the new national standard for e-bikes. Orders for new vehicle supporting batteries weakened, and some enterprises indicated that if orders remain sluggish, they may consider further production cuts or holidays.
