[Main title: 음극재 업체, 다수 프로젝트 폐기]

게시됨: Jun 30, 2026 18:37
중커전기는 최근 세 개의 음극재 프로젝트를 중단할 계획이라고 발표했다. 간메이 공업단지의 연 13만 톤 규모 일관형 리튬 배터리 음극재 프로젝트(2022년 계획 후 중단), 란저우 신구의 연 10만 톤 일관형 프로젝트(역시 2022년 계획 후 중단), 모로코의 연 10만 톤 일관형 음극재 기지 프로젝트(2024년 계획 후 중단)다. 한편, 톈톄기술은 앞서 루장 첨단기술지구에서 연 10만 톤 개질 흑연 음극재 프로젝트를 중단한다고 밝혔으며, 당초 총 투자액은 약 14억 5천만 위안이었다. 업계 관계자들은 음극재 분야가 이제 무분별한 증설 단계를 지나 정교한 포지셔닝, 선택적 실행, 품질 향상 및 효율 제고의 국면으로 접어들고 있으며, 과잉 생산능력 정리가 가속화되고 있다고 진단한다.

데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.

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