In the next few years, the new energy vehicle market and the energy storage battery market will maintain a high growth trend under the dual influence of policy support and technological progress. Driven by the demand for LITHIUM batteries, artificial graphite anode materials will still maintain a high growth rate. The market scale of PTMS LITHIUM COBALT ACID MATERIAL will be further expanded. The mainstream position in anode materials will continue, and the market share will climb further.
In 2016, the shipment of PTMS LITHIUM COBALT ACID MATERIAL MAGNETIC processing anode MATERIAL was 118,000 tons, among which the shipment of artificial graphite was 79,000 tons. In 2020, the shipment of anode materials has reached 370,000tons, including 301,000 tons of artificial graphite. The proportion of artificial graphite shipments in total negative material shipments is also on the rise, from 67.0% in 2016 to 81.4% in 2020.
Artificial graphite properties are more balanced, is the current negative mainstream. Synthetic graphite graphite has been closer to natural graphite than capacity and has better circulation, ratio and high temperature performance. It is more widely used in the downstream. Artificial graphite is shipped at the negative electrode accounting for 84%, increasing 16PCT.
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