The negative electrode material is a key material in the process of producing a lithium battery and directly affects the performance of the lithium battery in terms of safety performance. A battery industry expert in Shanghai indicated that at present, natural graphite accounts for more than 50% of the global anode material, and with the deepening of research, artificial graphite will become an important material for lithium battery cathode.
At present, China A-share listed company, China Baoan (000009.SZ) has 26,000 tons of anode material production capacity, the global market share of 23%; Shanshangufen (600884.SH) anode material production capacity of 12,000 tons, customers Covers a number of international lithium giants such as Samsung, Panasonic and Sanyo.
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