Recently, the energy storage sector has witnessed a surge in production line activity and delivery volumes, with certain companies even opting to pay substantial deposits to guarantee a steady supply of cells. As the new energy industry flourishes, the demand for cells—the fundamental building blocks of energy storage battery systems—remains robust. According to the "15th Five-Year Plan for the Construction of a New Energy System" unveiled by the National Development and Reform Commission and the National Energy Administration, the installed capacity of new energy storage is projected to hit 300 million kilowatts by 2030. Recent studies indicate that numerous downstream companies within the energy storage industry are proactively increasing prices and making significant upfront payments to secure production capacity. The burgeoning energy storage market is propelling both the volume and pricing of the upstream supply chain upwards. Notably, the price of lithium iron phosphate has skyrocketed recently, with high-end production capacity falling short of demand.