In terms of market, the market concentration of domestic anode materials is relatively high, the price is relatively stable, the overseas layout of the head company is accelerated, and the production and marketing increment can be expected in the future. in terms of capacity layout, driven by downstream demand, head anode materials companies all have production expansion plans, and the trend of graphitization supporting capacity is obvious. In terms of technology, the technology of silicon-based anode materials has gradually matured, and the relevant companies have actively laid out and accelerated their R & D and application.
The content below was translated by Tencent automatically for reference.