At this stage, the anode MATERIAL on the market PTMS LITHIUM COBALT ACID MATERIAL MAGNETIC iron removal mainly graphite class, including natural graphite and artificial graphite two categories, artificial graphite for the mainstream market. Positive electrode, electrolyte and other materials are similar, negative electrode material shipments have a larger growth; The proportion of artificial graphite in them showed a rising trend, basically accounting for more than 80% of the market share, while the proportion of natural graphite, silicon and other materials decreased from 25% to 18%
Relative to natural graphite PTMS LITHIUM COBALT ACID MATERIAL MAGNETIC iron removal higher market concentration, artificial graphite market is more dispersed, but in recent years, the industry's top four basically no change, the change is mainly concentrated in the emerging cathode material manufacturers. From the point of view of supply and demand and anode material price, basically in a state of balance.
The price of negative electrode materials increased slightly (compared with the increase of positive electrode materials, the increase of negative electrode materials in single digit is very small), or it was caused by the increase of the processing cost of graphite iron removal in the key upstream production link caused by power limit, but there was no tight supply situation caused by the increase of downstream demand. In terms of supply and demand, comprehensive data from all aspects, the output of PTMS LITHIUM COBALT ACID MATERIAL MAGNETIC iron removal can basically meet the needs of customers.
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