Driven by continuous policy support and rapid advancements in battery technology, the installations of lithium batteries have been increasing year by year, and sodium-ion batteries are also thriving. This trend has significantly boosted domestic demand for battery anode materials. Looking back from 2023 to the present, the capacity of anode materials has expanded rapidly. However, due to over-planning in the early stages and rapid development, the market is currently facing an imbalance between overcapacity and insufficient demand, exacerbating phenomena such as losses and competition among anode-related enterprises.
In recent years, the anode material market has undergone significant changes, with steady development of traditional anode materials, the continuous emergence of new-type anode material technologies, and ongoing innovation in new production processes. Examples include the continuous upgrading and optimization of traditional graphite anodes, the R&D of silicon-based anodes and hard carbon anodes, and innovations in continuous graphitisation processes. The entire industry chain is making continuous progress, driving the development of the industry.
Through long-term in-depth involvement in the new energy sector, SMM has accumulated a network of resources across the entire new energy industry chain and has gathered insights into the procurement needs of downstream battery enterprises and terminal automakers in the anode material market. Therefore, to further focus on the development of the new energy industry and better provide professional, efficient, precise, and convenient services to practitioners across the entire anode material industry chain, SMM has collaborated with major associations and institutions in the industry chain to jointly create "China's Silicon-Based Anode Material Industry Distribution Map 2025" . This map aims to provide authoritative, comprehensive, and professional enterprise distribution information to clients across the entire industry chain, helping them understand the layout of the national anode material industry chain and promoting the healthy development and rapid upgrading of the new energy industry.
We now invite clients from upstream and downstream of the national anode material industry chain to jointly participate in the production and supervision of this map, and assist in the full-scale promotion and distribution of "China's Silicon-Based Anode Material Industry Distribution Map 2025". We welcome the participation of renowned enterprises!
A map that has been collected by over 50 battery factories, including CATL, FinDreams, Yunshan, and Sunwoda
A map that has been collected by over 30 automakers, including NIO, Li Auto, Toyota, and FAW
Capacity annotations for over 120 anode enterprises
Four enterprises, including Shenghua and Jinhuineng, have confirmed sponsorship cooperation
Anode enterprises are welcome to mark their capacities for free, and industry chain users are welcome to repost for pre-collection for free.Click the link, register your address on the last page, repost it to your Moments in the top right corner, and receive free home delivery❗
Contact person for SMM's joint map production
Qi Chen
