High-temperature Holidays and Peak Season Production Ramp-Up Coexist, Lead-Acid Battery Enterprises' Operating Rate Rebounds Slightly [SMM Lead-Acid Battery Weekly Operating Rate Comment]

It is understood that, from July 31 to August 6, 2026, the SMM weekly composite operating rate of lead-acid battery enterprises across five provinces was 61.15%, up 0.84 percentage points WoW.

This week, lead-acid battery enterprises experienced a mix of production cuts and recovery, with the overall operating rate rebounding slightly. On one hand, some large automotive battery enterprises in central China began to ramp up production in anticipation of the approaching traditional peak consumption season. On the other hand, due to persistently high temperatures, some large enterprises arranged high-temperature holidays as usual, which weighed on the operating rate. Meanwhile, some medium and large enterprises in east China resumed normal production after their high-temperature holidays, but a few others entered their holiday periods, thus limiting the increase in the overall operating rate. Next week, as some enterprises’ high-temperature holidays gradually end and production returns to normal, the weekly operating rate of lead-acid battery enterprises is expected to continue to rebound.