GGII: China Lithium Battery Anode Material Output Surpasses 1.35 Million mt in 2022

Published: Jan 28, 2023 10:39
Source: SMM
China's lithium battery anode material output stood at 1.37 million mt in 2022, an increase of about 90% YoY.

SHANGHAI, Jan 28 (SMM) - According to the research of Gaogong Industrial Institute (GGII), China's lithium battery anode material output stood at 1.37 million mt in 2022, an increase of about 90% YoY.

There are three reasons behind the growing anode material output in 2022. First, the output of Chinese NEVs reached 7.06 million units in 2022, a year-on-year increase of 96.9%, which drove the power battery shipments to increase by 112% year-on-year. Second, China's lithium battery energy storage market rose by 1.7 times year-on-year in 2022. Third, when production and power restriction eased after the Winter Olympics, the utilisation rate of graphitisation production capacity advanced, which helped release the anode capacity and lift its supply.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn
For more information on how to access our research reports, please contact:service.en@smm.cn
Related News
In January, national passenger car producers' new energy wholesale estimates reached 900,000 units, up 1% YoY.
20 hours ago
In January, national passenger car producers' new energy wholesale estimates reached 900,000 units, up 1% YoY.
Read More
In January, national passenger car producers' new energy wholesale estimates reached 900,000 units, up 1% YoY.
In January, national passenger car producers' new energy wholesale estimates reached 900,000 units, up 1% YoY.
According to the latest data from the Passenger Car Association, in December 2025, producers with new energy wholesale sales exceeding 10,000 units accounted for 93% of the total wholesale sales of passenger NEVs that month. Based on preliminary January data, these producers achieved sales of 830,000 units in January. As most producers have already locked in their major sales figures, by applying the structural proportion from the previous month to the current month's data, the estimated wholesale sales of passenger NEVs nationwide in January were 900,000 units. According to comprehensive preliminary monthly association data: the estimated wholesale sales of NEVs by national passenger car producers in January 2026 were 900,000 units, up 1% YoY.
20 hours ago
CAAM: In 2025, 476,000 complete vehicles were imported, down 32.4% YoY.
20 hours ago
CAAM: In 2025, 476,000 complete vehicles were imported, down 32.4% YoY.
Read More
CAAM: In 2025, 476,000 complete vehicles were imported, down 32.4% YoY.
CAAM: In 2025, 476,000 complete vehicles were imported, down 32.4% YoY.
据中国汽车工业协会整理的海关总署数据显示,2025年12月,汽车整车进口3.0万辆,环比下降30.4%,同比下降56.1%;进口金额14.7亿美元,环比下降23.6%,同比下降52.5%。2025年,汽车整车进口47.6万辆,同比下降32.4%;进口金额236.4亿美元,同比下降39.7%。
20 hours ago
Canada Announces New EV Strategy, to Collaborate with China
20 hours ago
Canada Announces New EV Strategy, to Collaborate with China
Read More
Canada Announces New EV Strategy, to Collaborate with China
Canada Announces New EV Strategy, to Collaborate with China
According to CCTV News, on February 5, Canadian Prime Minister Mark Carney announced a new electric vehicle strategy, including the reinstatement of car purchase subsidies, and stated that Canada will cooperate with China to promote the local production and export of EVs in Canada. According to a statement released by the Prime Minister's Office of Canada, the country will make full use of existing and newly established trade agreements, including a recently reached EV cooperation agreement with China, to facilitate large-scale investment in this sector, diversify Canada’s automotive export markets, and position Canada as one of the global leaders in the electric vehicle industry.
20 hours ago