On April 17, National Technologies stated in its 2022 annual report that the global lithium battery industry has benefited from the rapid development of automobile electrification, which has driven the rapid growth of demand for lithium battery anode materials. The high prosperity of the anode material industry has prompted companies to expand production or new Enter.
The large-scale production capacity construction in the past two years will be concentrated in 2023-2024, and the anode material market will become more and more concentrated in the head. It is expected that there will be structural excess capacity in the industry.
At the same time, it believes that in the next few years, the competition among domestic lithium battery anode material manufacturers will mainly be reflected in the second echelon companies catching up with the first echelon companies, and the competition between the second echelon companies; low-end repetitive production capacity will be eliminated, with Enterprises with core technologies, strong quality control capabilities, cost control capabilities, and superior customer channels can achieve considerable development, and the market concentration will be further improved. Enterprises in the industry will face greater market competition.
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