As the Half-Year Period Approaches, Some Battery Enterprises Intend to Increase Production [SMM Lead-Acid Battery Weekly Operating Rate Comment]

According to SMM, from May 22 to May 28, 2026, the weekly comprehensive operating rate of lead-acid battery enterprises across five provinces was 66.87%, basically stable WoW.

Recently, the off-season trend in e-bike and automotive battery markets remained unchanged. Orders for lead-acid battery enterprises were weak, and some enterprises had relatively high finished product inventories. Major enterprises generally maintained the produce-based-on-sales model, and the weekly operating rate remained unchanged. As June approaches and the mid-year period begins, with fewer holidays in June and large enterprises considering their mid-year production and sales plans, some enterprises plan to slightly raise their production plans. It is expected that the weekly operating rate of lead-acid batteries may rebound as early as next week.