According to SMM data, during September 4–10, 2026, the weekly comprehensive operating rate of lead-acid battery enterprises across the five provinces tracked by SMM was 70.4%, up 0.76 percentage points WoW.
Recently, end-use consumption in the lead-acid battery market has remained relatively stable. Some enterprises noted that although finished product orders were not as strong as in previous peak seasons, the seasonal improvement has been gradually materializing, with factory operating rates rising steadily. A small number of enterprises have seen their production line operating rates approach full capacity, driving the weekly operating rate of lead-acid battery enterprises to extend its upward trend. In addition, in August, e-bike and automotive battery enterprises generally carried out sales promotions on batteries, and to date, some automotive battery enterprises have continued their promotional activities. After dealers made concentrated purchases, a few enterprises experienced extended delivery cycles for certain battery models. At present, lead-acid battery enterprises are actively delivering earlier orders, and the weekly operating rate is expected to continue its steady upward trend in the short term.
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