"SMM Analysis: Overseas Negative Electrode Production Capacity Planning Overview - Why is Overseas Layout Concentrated in Europe and North America?

SMM, November 27th: According to SMM statistics, currently overseas negative electrode production is mainly dominated by Japanese and South Korean companies, such as POSCO and Mitsubishi. However, the capacity of these companies alone is not sufficient to meet the growing demand for new energy sources overseas. Moreover, Chinese negative electrode products have a leading edge in terms of cost-effectiveness and artificial graphite technology, leading to a heavy reliance on Chinese imports for overseas negative electrode materials."