Based on this, silicon carbon anode materials are considered to be the best technical route with the best prospects, and gradually gain the attention of enterprises in the industrial chain. However, compared with the graphite anode, the silicon carbon anode in addition to the processing technology is still immature, the higher cost is also an obstacle. The current market price of silicon carbon anode materials is more than 150,000 yuan/ton, which is twice that of high-end artificial graphite anode materials. In the future, battery manufacturers will also face similar cost control problems with positive electrode materials.
The industry concentration is high
From the perspective of global competition, China's lithium battery negative manufacturers have a high market share and a strong position in the global lithium supply chain. According to Gaogong lithium battery statistics, China's lithium battery anode material shipments accounted for more than 70% of the global market share, and the rest are mainly Japan, South Korea and other countries. The main suppliers of domestic lithium battery anode materials are Betrie, Shanshan shares, Pu Tai Lai, Kaijin Energy, Zhongke Electric, Xiang Fenghua, Shangtai Technology, etc., the head company occupies a dominant position in the development of the industry with the advantages of products, customers, production capacity and cost, and has formed a more stable "three or four small" competition pattern. Among them, Betri, Shanshan Shares, Jiangxi Zichen and other negative leading enterprises have been ranked in the first echelon, firmly occupying the top three positions in the industry, Zhongke Electric, Kaijin Energy, Shangtai Technology, Xiang Fenghua with cost-effective advantages and battery manufacturers deeply bound, high market share, ranked in the second echelon. At present, the negative electrode material link has not yet come out of the absolute head enterprise, there is no absolute gap between the "three" enterprises, and the "four small" market share is similar. The main suppliers of foreign lithium battery anode materials are Hitachi Chemical, Mitsubishi Chemical and South Korea Pohang Chemical.
According to Xinueng information statistics, the global output of negative electrode materials in 2023 is 1,762,100 tons, an increase of 20%. The global market share of China's anode material production has further increased, rising from 92% in 2021 to 97.3%. In terms of shipments, the global shipments were 1,679,500 tons, of which China accounted for 95%. Subject to the characteristics of high production energy consumption and domestic technology-intensive, overseas expansion is much slower than domestic, it is expected that the market share of domestic enterprises will continue to rise in the future, and Chinese enterprises have obvious advantages.
At the same time, with the rapid decline in the price of artificial negative materials, the cost-effective advantage is highlighted again - in 2023, the global penetration rate of artificial negative materials has further increased to 84%, which is the most mainstream application in the current market. In the short term, the permeability of natural negative electrode materials is under pressure. From the enterprise dimension, Shanghai Shanshan artificial negative electrode material won the first place, accounting for 19%.
From the perspective of specific enterprises, in 2023, the performance of Betrie, Shanghai Shanshan, and Jiang Xi Zichen CR3 enterprises is still eye-catching, and the global market share of Betrie negative electrode materials is about 22%, ranking first in the global total for 13 consecutive years. Guangdong Dongdao, Hebei Kuntian, Jinhui Energy, carbon One, Qingdao Keshuo, Keda new materials in recent years have also broken the annual output of 20,000 tons of dark horses. In terms of industry concentration, TOP3 enterprises accounted for 48.5%, and TOP6 enterprises accounted for 74.3%, both slightly increased from the previous year, and the overall pattern of the lithium negative electrode industry changed little.
