Having weathered significant volatility in both pricing and capacity cycles, the lithium battery industry chain is currently experiencing a surge in orders, predominantly characterized by "long-term agreements." In contrast to the previous, straightforward pursuit of scale expansion, the present "wave of long-term agreement orders" showcases novel attributes. These include larger order volumes, more stringent binding terms, increased reliance on market-oriented mechanisms, and a heightened emphasis on supply chain security and compliance.

Yang Le, a lithium battery analyst at Shanghai Metals Market, highlighted that this trend not only signals a periodic enhancement in supply-demand dynamics but also hints at a "gentle yet persistent" industry restructuring. This marks the lithium battery industry's transition from a phase of unbridled growth to a new era marked by rationality, collaboration, and high-quality development.