Mysteel: During 2023 Spring Festival negative electrode materials market analysis

Mysteel: During 2023 Spring Festival negative electrode materials market analysis

Ⅰ. Supply side

Affected by the negative electrode manufacturer's early Spring Festival holiday and other factors, the overall market operating rate fell, while the order volume of downstream battery plants generally declined, resulting in the overall low level of construction and production of negative electrode materials. Manufacturers have been shut down in succession. The output in January is expected to be around 94500 tons, down 10.09% month-on-month. 

In 2023, the global negative electrode material market will keep on developing continually. Lithium battery installed capacity is about 745-1115GWh and the production volume is expected to be 1200-1400GWh, the negative electrode consumption per GWh is about 12500 tons and the demand volume is about 1.5-17.5 million tons.

Ⅱ.Demand side 

The 61st batch of new energy vehicle models exempted from vehicle purchase tax was released.  

· There are 278 types of all-electric vehicles, of which the special vehicles proportion is up to 56%, followed by passenger cars accounting for 21%, trucks accounting for 15% and  passenger cars accounting for 8%; 

· There are 45 types of plug-in hybrid electric vehicles, of which passenger cars account for 73% at most, followed by special vehicles accounting for 18%, trucks accounting for 7% and passenger cars accounting for 2%; 

· There are 45 types of fuel electric vehicles, of which passenger cars account for 43% at most, followed by special vehicles accounting for 39% and trucks accounting for 18%. Read more negative materials market analysis, welcome to pay attention to us.