CATL/BYD/Sunwoda are racing to adopt silicon carbon anode, accelerating its ramp-up.
The global lithium battery anode material industry is experiencing a clear recovery in sentiment. Data from the Power Battery Application Branch showed that in mid-August, the price of mid-end artificial graphite anode material reached 28,300 yuan/mt, up nearly 30% from the bottom of 22,000 yuan/mt in 2025; the price of high-end products reached over 48,500 yuan/mt, up over 10% from the bottom of 43,000 yuan/mt at the end of last year.
In H2 of this year, the pace of anode material capacity construction in China has also accelerated notably.