"We're swamped with orders—it's a matter of who can pay the deposit quicker," remarked an insider from an East China-based battery manufacturer. Presently, all players are racing against the clock, with the primary objective being to ensure timely delivery and expedite turnover to capitalize on market opportunities during the peak season. Since the latter half of 2025, propelled by the dual demands of power and energy storage, the lithium battery industry chain has witnessed a concurrent surge in both volume and prices. Major listed lithium battery companies have generally reported substantial performance growth. At present, leading battery firms continue to operate at full production and sales capacities. Owing to short-term capacity limitations, some orders are spilling over, providing second-tier and small-to-medium-sized battery manufacturers with a golden opportunity to expand their market share. The competitive landscape within the industry is undergoing subtle yet significant shifts.