Quarterly Lithium Battery Channel Check Expert Call Takeaways

研报英文原文证据摘录

Quarterly Lithium Battery Channel Check Expert Call Takeaways

China (PRC) | Alternative Energy EquityJulyResearch8, 2026

Quarterly Lithium Battery Channel Check

Expert Call Takeaways

We hosted a channel-check expert call on 6 July with Davy Long and

his team from Shanghai NECI Information Consulting to assess EV and

BESS battery demand-supply dynamics in 2H26 and 2027. The discussion

offered detailed production schedules for major LiB players through 3Q26

and October 2026, as well as forward-looking views on EV, ESS and

BBU demand, pricing, and competitive trends across 2026–2027. Key

takeaways are below.

Production schedule continuously increasing month by month in 3Q26 to Oct ‘26:

Based on Davy’s latest estimates, scheduled global power battery production is set to climb

steadily through 3Q26.

1. July 2026 is projected to reach 265 GWh in total power battery output, of which 90 GWh

will be allocated to BESS. This marks the starting point of the upward trend, albeit with

moderate growth as new lines gradually come online.

2. August 2026 sees a notable lift to 280 GWh (BESS: 95 GWh), reflecting the initial

contribution from the freshly installed capacity at Envision and Cornex.

3. The most significant surge is anticipated in September 2026, when scheduled production

is expected to jump to 300–320 GWh (BESS: 112 GWh). This sharp increase is attributed

to the more visible and accelerated ramp-up of industry-wide new capacity, suggesting

that several large-scale facilities will reach commercial operation during that month.

4. Looking ahead to October 2026, Davy believes that scheduled production will continue to

rise further, though specific figures were not provided. The momentum is likely to persist

as utilisation rates remain elevated and seasonal demand picks up.