Catenary-free Wenshan State Tram opens
https://www.railwaygazette.com/operations-and-services/catenary-free-wenshan-state-tram-opens/59126.article
There are more and more catenary-free trams around the world. I guess it shows the technological development of storing electricity is advanced. And, it can also be a threat for category manufacturers, because less and less urban trains use catenaries.
But, judging from huge demand of high speed rail which cannot use catenary-free system so far, it won't affect catenary manufacturers.