News Details

Dear Global Partners,

As an LED lighting manufacturer with 13 years of professional expertise, we remain committed to monitoring how supply chain dynamics impact your business.

Recent price fluctuations within the lithium battery industry chain may pose challenges to the cost structure of solar lighting products.

Through this market analysis, we aim to help you better understand the current landscape and make informed decisions for your 2026 procurement plans.

1,Current Market Core Dynamics

Lithium Battery Cost Increases

According to the latest industry data (November-December 2025):

Significant increases in upstream raw materials:

-Spodumene concentrate: $1,290/ton (up 17.3%)

-Battery-grade lithium carbonate: ¥98,000/ton (up 8%)

Energy Storage Cell Prices Also Rising:

-280Ah energy storage cell: ¥0.318/Wh (up ¥0.008/Wh)

-100Ah energy storage cell: ¥0.395/Wh (up ¥0.01/Wh)

Increased energy storage system costs:

-DC-side liquid cooling system (2h): ¥0.45/Wh

-AC-side system prices correspondingly increased

2,What does this mean for your solar lighting projects?

1. Cost Impact Transparency
Lithium batteries typically account for 25-40% of total project costs in solar lighting systems. This price increase may result in:

- Solar street light system costs rising by 4-8%
- Solar garden light costs increasing by 3-6%
- Off-grid solar lighting solutions becoming 5-10% more expensive

2. Project Planning Implications
-Short-term projects: Projects scheduled for delivery in Q1 2026 may face price adjustments

-Mid-to-long-term projects: Cost pressures may persist through mid-2026, with gradual stabilization expected thereafter

-Bid-based projects: Consider incorporating a 5-8% cost buffer in project budgets

3. Supply Chain Stability
-Major battery manufacturers' order backlogs extend through Q2 2026

-Delivery lead times may increase by 2-4 weeks

-Supply constraints may arise for certain battery models

 3,Our Expert Recommendations and Solutions

Short-Term Strategy (Immediate Action)
1. Plan Ahead: If you have project requirements for Q1 2026, we recommend confirming orders before the Spring Festival.

2. Inventory Assessment: Review current stock levels and prioritize completing confirmed projects.

3. Product Optimization: Discuss alternatives with our technical team to balance performance and cost.

Mid-Term Adjustments (1-3 Months)
1. Value Engineering Analysis: Re-evaluate project specifications and optimize configurations

2. Phased Procurement: For large projects, consider a batch-purchasing strategy

3. Technology Upgrades: Adopt higher-efficiency LEDs and smart control systems to reduce battery capacity requirements

Long-Term Collaboration (Continuous Optimization)
1. Predictive Procurement: Share your annual demand forecasts to jointly plan procurement

2.Design Standardization: Develop standardized product lines to enhance supply chain efficiency

4, Our Commitment and Support
Despite industry-wide challenges, we pledge:

1. Price Protection: Confirmed orders will retain original pricing

2. Transparent Communication: Any price adjustments will be notified in writing 10 days in advance

3. Alternative Solutions: We offer product configurations across different price ranges

4. Technical Support: Free product optimization and technical consultation services

We recommend that you:

1. Schedule a technical meeting: Discuss your specific project requirements with our engineers

2. Obtain a customized quote: Receive a quote with a price protection period based on your project timeline

3. Visit our factory: Witness our quality control and production capabilities firsthand (virtual tours can also be arranged)

Over the past 13 years, we have weathered numerous market fluctuations alongside our global clients. Each challenge has strengthened our partnership and refined our solutions.

We believe that through open communication and collaborative planning, we can not only address current cost pressures but also create long-term value for your business.

Please contact me (Linda Chen) or email sales02@jmksz.com. We will provide you with:

*   Personalized cost impact analysis
*   Product optimization recommendations

*   Details of the 2026 Price Protection Program

Thank you for your continued trust. We look forward to continuing to provide you with reliable, high-quality solar lighting solutions.

Author: Linda Chen
Email: sales02@jmksz.com
WhatsApp: +86 181 2702 4566
WeChat: +86 17820671308
13 years specializing in solar LED lighting solutions