BYD Energy Storage

From overcapacity in 2024 to supply shortages in 2025, the supply and demand pattern of energy storage cells has fundamentally reversed. Leading companies are operating at full capacity with orders booked until 2026. This supply and demand situation has spread to upstream and downstream of the industry chain, even leading to situations where "paying extra doesn't guarantee a delivery."   So, what caused this "cell shortage"? First, a series of policies ignited the "531 rush installation" phenomenon, causing market demand to be brought forward.In February of this year, the State Council issued Document No. 136, "Notice on Deepening the Market-Oriented Reform of New Energy On-Grid Tariffs to Promote High-Quality Development of New Energy." This document sets time limits for existing and...