Woofun AI reports that energy storage battery demand has reached critical levels, with production lines operating at maximum capacity and delivery schedules tightening significantly. Downstream companies are increasingly offering substantial upfront deposits to secure battery cell supplies, reflecting the intense scarcity in the market.

The National Development and Reform Commission and the National Energy Administration recently issued the "15th Five-Year Plan for the Development of the New Energy System," targeting 300 million kilowatts of new energy storage capacity by 2030. This policy framework, combined with vigorous sector growth, is driving up both volume and prices across the upstream supply chain. Consequently, lithium iron phosphate battery prices have surged, while high-end production capacity remains severely insufficient to meet current market requirements.