【Battery Materials & Recycling Revenue Up 67% YoY in Half-Year Report】

On August 21, the Maoming (Guangdong) ecology and environment bureau published a proposed-approval notice (comment period August 21–28) for a carbon materials project by a local company: 50,000 tpa of liquid-crystal high-carbon materials, 2,000 tpa of sodium-ion battery anode material, 2,000 tpa of lithium-ion battery anode material and 1,000 tpa of super microporous carbon. Located in the Jinshan Economic Development Zone of Gaozhou, the project converts a dismantled fuel-oil tank farm into new production workshops, using ethylene tar, catalytic slurry and medium-temperature pitch as feedstock, with extraction-separation, thermal polycondensation, milling-granulation and carbonization units. The repurposing of oil-storage land into sodium/lithium anode carbon capacity adds another scale supply point to the sodium-ion battery anode segment.

On August 18, the second-round public consultation was published for the Phase-II lithium battery anode project of a Hebei-based new energy materials company (comment period August 18–31). Sited in the Lingang Park of the Hebei Fengnan Economic Development Zone, the project adds a 60,000 tpa integrated anode production line equipped with crushers, mills, granulation reactors, pre-graphitization and graphitization furnaces, fully automated sieving and de-magnetizing systems and vacuum packaging, targeting 60,000 tpa of artificial graphite anode material. The integrated layout (with in-house graphitization) helps dilute electricity costs per tonne and strengthens cost competitiveness in the anode segment.

On August 14, the Huizhou (Guangdong) ecology and environment bureau published a notice confirming it had accepted, on August 13, the EIA documents for an 80,000 tpa lithium battery anode materials expansion project, with a ten-working-day public comment period. Located in Zhenlong Town, Huiyang District, and developed by the local subsidiary of a leading Chinese anode materials producer, the project was submitted as a full EIA report. If approved, the expansion would further consolidate the Pearl River Delta's anode capacity cluster.