Since the beginning of this year, strong demand in the energy storage industry has led to tight supply of upstream energy storage battery cells, forcing some leading companies to operate at full capacity. On the evening of September 18th, several listed energy storage battery companies, including Jiangxi Ganfeng Lithium Group Co., Ltd. and Huizhou Yiwei Lithium Energy Co., Ltd., stated in responses to investors that their energy storage cell production capacity is currently at full capacity. A CITIC Securities research report indicates that the surge in orders in the energy storage industry is primarily driven by robust overseas demand, recovering prices, the realization of industry inflection points, and the continued support provided by the new energy storage "doubling plan" for installations.