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Opportunities for Chinese Manufacturing in the New Energy Wave

Surging EV and storage demand is driving a wave of new material lines. INFOR's Hubei and Dongguan plants are running at full capacity, with a new Hubei plant due in August and an expanding global network.

The global energy transition is advancing at unprecedented speed. Driven by carbon targets and growing demand, both the EV and energy storage markets are booming. Global EV sales exceeded 14 million in 2023, and the industry widely expects them to pass 25 million by 2026.

Power battery demand will exceed 1,500 GWh, and including the rapid expansion of energy storage, total battery demand could approach 2,000 GWh. LFP, the mainstream cathode material, will see demand rise above 4 million tonnes. Upstream strategic resources such as lithium and phosphate are under pressure, and tight supply has become the new normal.

Exponential downstream growth has triggered strong demand for upstream materials and equipment. New lines from material preparation to cell production are being planned everywhere, while construction and equipment delivery schedules are under unprecedented pressure. Fast delivery and stable production are becoming decisive in supply-chain competition.

In this wave of expansion, INFOR, an intelligent manufacturer specializing in bead mills, is riding the trend. Orders are booming: both its Hubei and Dongguan production bases are running at full capacity, with workers on shifts around the clock to meet customer deliveries.

Why does INFOR stand out among equipment makers? Its long-built market reputation, strong product technology and attentive one-stop service.

According to OFweek Lithium, INFOR offers vertical and horizontal bead mill lines that perform excellently on grinding efficiency, particle size uniformity and equipment stability. More importantly, INFOR does not just supply single machines: it designs complete lines for customers, feeding, dispersion, grinding, demagnetization, storage and intelligent control, significantly lowering overall line construction cost and shortening ramp-up time, a major advantage in the race to expand new energy material capacity.

INFOR has long looked to the global market. After years of international expansion it has become a truly global brand, with branches and offices in Korea, India, Indonesia, Europe and the United States and a business network covering more than 20 countries, drawing on advanced international technology and management experience. Whether meeting the strict standards of overseas material leaders or the rapid expansion needs of leading Chinese customers, INFOR delivers.

Facing continued strong demand, INFOR is expanding capacity: its new plant in Hubei is expected to be completed and in production by August this year, further raising delivery capability. INFOR is also preparing further overseas expansion to bring high-quality Chinese bead mill lines and solutions to a wider international stage.

From Dongguan to Hubei and from China to the world, INFOR's booming orders are no accident. They reflect how Chinese new energy equipment companies have seized the moment, deepened their technology and built strength over time. Alongside trillion-yuan battery giants, "hidden champions" like INFOR that excel in their niche together form China's complete and resilient new energy supply chain.

From 13 to 15 May, CIBF 2026 will be held at the Shenzhen World Exhibition & Convention Center (Bao'an), where INFOR (booth 10T113) will present several products and technical achievements.

(1) International flagship, the high-end vertical bead mill

The result of years of focused development. With high grinding efficiency, precise particle size control, stable operation and excellent energy efficiency, the high-end vertical bead mill serves many leading battery material companies in China and abroad across cathode and anode materials, conductive pastes, solid-state and sodium-ion.

(2) A complete process solution for solid electrolytes

(3) A full range of grinding equipment for carbon materials

Carbon materials, single- and multi-walled CNT powders and slurries, silicon-carbon and more, are a hot topic and a challenge in new energy materials. INFOR has developed a full range of grinding and dispersion equipment for different carbon materials, with breakthroughs in purity, consistency and low contamination for ultrafine nano carbon.