Vision Group disclosed on 11 September 2026 that it was selected for China Mobile’s 2027–2028 centralized procurement of Class I and high-power lead-acid batteries. It reported approximately USD 60 million including racks, transport and related costs, for backup applications including 5G base stations and data centers. The company reported shares of 10.53% and 14.04% respectively, and described eight consecutive years of selection.
What Vision disclosed
What Vision disclosed
Vision Group disclosed on 11 September 2026 that it was selected for China Mobile’s 2027–2028 centralized procurement of Class I and high-power lead-acid batteries. It reported approximately USD 60 million including racks, transport and related costs, for backup applications including 5G base stations and data centers. The company reported shares of 10.53% and 14.04% respectively, and described eight consecutive years of selection.
Keep the procurement signal within scope
Keep the procurement signal within scope
The disclosure supports a limited conclusion: lead-acid remains within this particular program’s scope. The shares are category-specific procurement shares reported by Vision, not national market shares. They do not establish market-share growth, cover every base station or undisclosed project, or describe other operators’ decisions. The eight-year statement is also the company’s own account.
Start with short-duration power
Start with short-duration power
A telecom battery may spend most of its service life on float charge but must support the load when utility power fails. Define target discharge power, required backup duration and output across that period before comparing designs. Energy density alone cannot settle whether a battery meets a particular site’s backup duty.
Review float service and system fit
Review float service and system fit
Review float temperature, inspection practice, maintenance capability and replacement or fault-handling conditions. Existing cabinets, charging logic, installation space, recycling arrangements and total cost remain relevant when chemistry changes. Different sites can reach different choices. These are engineering review considerations, not unpublished tender requirements inferred from Vision’s announcement.
Separate battery claims from AGM data
Separate battery claims from AGM data
In an actual VRLA-AGM design, the separator separates plates and supports electrolyte absorption, ion transport and plate-group contact. Under the intended structure and compression, validate thickness, absorption-related behavior, compressed state and batch variation. Separator data alone cannot prove battery output, float life or base-station system reliability; average values are only a starting point.
Turn the signal into technical preparation
Turn the signal into technical preparation
The two-year program offers no separator formula that can be copied into another battery. As technical preparation, review power and duration, float temperature, maintenance, battery structure and separator specifications on one communication sheet. Viking supplies AGM rolls and sheets and can discuss baseline material information. Final suitability still requires complete-battery tests and system validation.
