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The existing and planned production capacity exceeds 43.8 billion tons! Capacity layout of 10 lithium diaphragm enterprises_SMM

The existing and planned production capacity exceeds 43.8 billion tons! Capacity layout of 10 lithium diaphragm enterprises] Battery Network noted that although TOP10's existing and planned capacity has exceeded 43.8 billion tons, according to the announcements of five listed companies, 21.48 billion million of its 36.03 billion-year planned capacity is planned for this year. ....

Inner Mongolia , Nei Mongol , South Korea , Inner Mongolia Autonomous Region , Hebei Jinli , Liaoyuan Hongtu , Hengdian Dongji , Yiwei Lineng , Cangzhou Mingzhu , Pu Tai Lai , Cangzhou Pearl , Zhuhai Guanyu , Jie Li , Sichuan Zhuoqin , Hebei Cangzhou , Jiangxi Tongrui , Changhong Sanjie , Huiqiang Xincai , Honeycomb Energy , Yiwei Lithium Energy , Yiwei Economic Research Institute , Numi Technology , Parergy Technology , Battery Network , Sinopec Lithium Film Co Ltd , Technology Park ,

Performance inventory of listed companies of lithium anode materials: general increase in sales and warming of investment_SMM


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. ....

Ali Shen , Inner Mongolia , Nei Mongol , Xiang Fenghua , Yi Chengxin , Sichuan Jinbei , Pu Tai Lai , Yi Chengxineng , Pu Tailai , Mongolia Shanshan New Materials Co Ltd , Sichuan Jinbei New Materials Co Ltd , Guizhou Gretel New Materials Co Ltd , Snow Industries , National Technology , Hebei Kuntian New Energy Technology Co Ltd , Mongolia Shanshan Technology Co Ltd , Technology Co Ltd , Battery Network , China Baoan Group , Mongolia Xingfeng Company , Zhongke Electric , Koda Manufacturing , China Baoan , Lishen Battery , Boqian New Materials , Shanghai Stock Exchange ,