【SMM Analysis: Traditional graphite track crowded with multiple companies entering the silicon-based track】

SMM December 5th News: From the current price of graphite negative electrodes, the rapid decline in the price of graphite negative electrodes due to the release of supply-side capacity has also faced significant profit pressure for related companies. Therefore, seeking new development points is crucial. Due to its high capacity and downstream demand, silicon-carbon negative electrodes have become one of the new directions for technical development in the negative electrode industry. In the future, driven by demand, silicon-carbon negative electrodes are expected to rapidly increase in volume. In the saturated traditional graphite negative electrode market, companies that lay out silicon-carbon negative electrodes at the forefront are more likely to enjoy product technology premiums during rapid demand growth.