Anode material demand is still growing rapidly

Benefiting from the rapid development of new energy industry, the lithium ion battery anode material industry performed well in general. In Q3 of 2022, Beiteri accumulated revenue reached 17.568 billion yuan, an increase of 156.43% over the same period of the previous year, and the net profit attributable to the parent company was 1.358 billion yuan, an increase of 24.53% over the same period of the previous year; The artificial graphite anode product performance is for your reference. Shanshan Q3 accumulated revenue reached 15.841 billion yuan, a year-on-year increase of 0.82%, and the net profit attributable to the parent company was 2.21 billion yuan, a year-on-year decrease of 20.37%; Putailai Q3 accumulated revenue reached 11.414 billion yuan, an increase of 81.31% over the same period last year, and the net profit attributable to the parent company was 2.273 billion yuan, an increase of 84.64% over the same period last year. The lithium ion battery anode material industry is in a boom period of high supply and demand. 

Data show that in 2021, the lithium ion battery anode material industry is highly concentrated, of which, the Chinese market shares of Betray, Potera, Shanshan and Kaijin are 26%, 15%, 15% and 13% respectively, and the Chinese market shares of the four enterprises have reached 69%. Anode materials are mainly used in power batteries, energy storage batteries and consumer batteries. Power batteries account for 56% of the total. This is mainly because the rapid expansion of the new energy vehicle market has driven the demand for lithium ion batteries, resulting in a sharp increase in anode material shipments. At present, China's anode material enterprises total production capacity is about 940,000 tons, with rapid growth, but the industry concentration is still improving.

Driven by the strong demand for downstream power batteries and energy storage batteries, the anode material industry has attracted a large number of social resources and many enterprises have actively expanded production. Relevant market reports of artificial graphite anode, feel free to consult us.