[a dynamic list of negative materials projects this year: integrated layout into wind silicon-carbon negative electrode industrialization] since the beginning of the year, 15 investment projects in the field of negative materials have been announced by the government, with an investment amount of 46.632 billion yuan and an annual production capacity of 1.44 million tons; at the same time, 22 projects have been started and put into production, 19 of which have announced the investment amount of 74.11 billion yuan, with an annual production capacity of 2.541 million tons.
[510 million! Zhongke Electric plans to build an annual production base of 100000 tons of negative material powder. Zhongke Electric signed an investment cooperation agreement with Haida New Materials and Wangjiang Economic Development area. Haida New Materials plans to invest 510 million yuan to build an "annual production base project of 100000 tons of negative material powder" in the Wangjiang Economic Development area to build a raw material supply and production and processing base for the company's negative materials.
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.