In H1 2026, driven by new renewable capacity and surging commercial & industrial storage, China's lithium battery chain sustained strong growth. Several research institutes put the first-half shipment increase above 35% YoY, with storage batteries taking a significantly larger share and becoming the core engine of growth.
At the same time, demand from e-bikes, smart cleaning, and AGVs is steadily recovering, raising more specific requirements for high-rate, long-life packs.
For PACK-focused manufacturers, this means richer customization opportunities—and a continuing need to refine consistency and delivery speed.