Forecast and analysis of shipments of lithium battery cathode materials and key enterprises in China in 2023

China Business Intelligence Network News: In recent years, the shipment of cathode materials has grown steadily, the market share of artificial graphite has increased, and the industry concentration has increased. The anode material is an important part of lithium battery, accounting for about 6% - 10% of the cost of lithium battery. The material mainly affects the cycle performance and first efficiency of lithium ion battery. Therefore, the performance of the anode material will directly affect the performance of lithium ion battery.

Shipment

Benefiting from the growth of domestic and foreign new energy vehicles and other terminal markets, China‘s lithium battery related industries have developed rapidly, and the market demand for cathode materials has increased. In 2021, the shipment of cathode materials in China will reach 720000 tons, with a year-on-year growth of 94.6%, accounting for 75.8% of the global market share. It is expected to reach 1.85 million tons in 2023.

Analysis of key enterprises

In 2021, the proportion of artificial graphite products will continue to increase, and the market share will rise to 84%; The proportion of natural graphite decreased, and the market share declined to 14%. From the perspective of product delivery structure, driven by power and energy storage market demand, artificial graphite has better consistency and circulation than natural graphite, and occupies the leading position in the current anode material market; The major lithium battery enterprises in China have gradually turned to artificial graphite, which has further promoted the proportion of artificial graphite shipments.

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