Orders "urge updates," lithium battery companies expand production without pause

"Since the fourth quarter of last year, the company's production lines have been operating at full capacity, with the capacity utilization rate exceeding 100%," said a relevant person in charge of LOPAL. With multiple long-term contracts expected to be finalized by 2025, the company's existing capacity is struggling to meet customer demand, and a new round of expansion plans is being accelerated. On January 4th, LOPAL announced the construction of a high-pressure lithium iron phosphate production base with an annual output of 240,000 tons, with a total investment not exceeding 2 billion yuan. Not only LOPAL, but also several listed companies such as Fulin Precision, ORIENT ZIRCONIC, Zhongkuang Resources, and New Energy Bond have announced intensive investment plans for lithium battery projects since the beginning of 2026, continuing the hot expansion momentum that began in 2025.

Industry insiders indicate that under the backdrop of a continuously improving supply-demand relationship, the investment boom in the lithium battery industry is expected to continue in 2026; at the same time, it is necessary to strengthen market supervision, optimize capacity management, support industry self-discipline, and enhance regional collaboration to prevent blind construction and "involution" competition, promoting healthy and orderly industrial development. (China Securities Journal)