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[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. ....
Sodium ion battery has become the "new darling" of the capital market. The best time to plant a tree was ten years ago, followed by now. It is undeniable that at the present stage, the industrialization of sodium ion battery is faced with difficult problems such as energy density, cycle life and supporting industry chain, but with the active exploration and development of enterprises, breaking through the problem of "sticking neck" and preemptively laying out the next tuyere of the battery, maybe it's the best time. ....
[investing more than 23 billion yuan in a week and reaching 850000 tons of this lithium material "big eruption"] preparing for the TWh era, battery companies are expanding production on a large scale. Among them, Ningde era 2025 production capacity planning reaches 670GWH, BYD 2025 production capacity planning exceeds 600GWH, China New Airlines 2025 production capacity planning 500GWhA, Honeycomb Energy 2025 capacity planning 600GWH, Yiwei Lithium Energy 2023 will complete 200GWh capacity, Guoxuan Tech 2025 capacity planning 300GWh. The expansion of production by the giants has brought a huge demand for lithium battery 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. ....