[SMM Analysis] Intensive Filing and Implementation of Anode Integration Projects

Published: Jun 30, 2026 17:35

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[SMM Analysis: Intensive Filing and Landing of Integrated Anode Projects]In June 2026, multiple enterprises landed large-scale new integrated anode projects in Inner Mongolia, Guizhou, Sichuan and other places, leveraging self-supplied energy sources to support integrated graphitisation capacity and further consolidating their cost competitive advantages.

In June 2026, multiple enterprises launched large-scale integrated anode new projects in regions such as Inner Mongolia, Guizhou, and Sichuan, leveraging self-owned energy-supported integrated graphitisation capacity to further strengthen their cost-competitive advantages.

Gotion High-tech registered a 100,000 mt high-end anode material integrated project for EV and ESS lithium-ion batteries in Inner Mongolia, with a total investment of approximately 3.499 billion yuan and a construction period from July 2026 to December 2028. Upon completion, the project will form 100,000 mt of high-end anode capacity, enhancing the company's self-supply capability for upstream and downstream anode materials to meet its own power battery capacity expansion needs.

Huiyang (Guizhou) New Energy successfully obtained the Phase III planning permit for its 100,000 mt lithium battery anode material project, with a total investment exceeding 3 billion yuan. The project is being constructed in multiple phases. Currently, the Phase I 50,000 mt production line has been smoothly commissioned, supported by 20,000 mt of graphitisation capacity, and anode sales reached 37,000 mt in 2025. Following the Phase III permit approval, construction of the remaining Phase II 50,000 mt production line is expected to accelerate, further quickening the pace of capacity release.

Sichuan Ruian New Materials invested 2 billion yuan to set up a 100,000 mt high-end integrated lithium battery anode project, with long-term planning capacity expandable to 150,000 mt.

This round of new anode projects is largely tied to downstream long-term contracts and integrated with graphitisation capacity, accelerating the clearance of inefficient and outdated capacity, while capacity and market share continue to concentrate towards leading integrated enterprises.

SMM New Energy Research Department

Wang Cong 021-51666838

Ma Rui 021-51595780

Feng Disheng 021-51666714

Lyu Yanlin 021-20707875

Zhou Zhicheng 021-51666711

Zhang Haohan 021-51666752

Wang Zihan 021-51666914

Wang Jie 021-51595902

Xu Yang 021-51666760

Chen Bolin 021-51666836

Xu Mengqi 021-20707868

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