1. Industry-related definitions
Lithium-ion batteries are mainly composed of positive electrode, negative electrode, separator, electrolyte, and battery shell. The positive electrode active material is currently mainly ternary and lithium iron phosphate, the negative active material is graphite or carbon silicon material similar to graphite structure, etc., the electrolyte is a carbonate solvent or gel-like polymer electrolyte dissolved with lithium hexafluorophosphate, the battery shell is divided into steel shell (square type rarely used), aluminum shell, nickel-plated iron shell (cylindrical battery use), aluminum plastic film (flexible packaging), and battery cap (positive and negative electrode lead end).
The anode material is the main body of lithium-ion battery storage lithium, so that lithium ions are embedded and removed during the charging and discharging process. Anode materials are generally divided into carbon anodes and non-carbon anodes, of which carbon anodes can be divided into graphite, hard carbon, soft carbon anodes, etc. Graphite can be divided into artificial graphite, natural graphite, composite graphite, mesophase carbon microspheres; Non-carbon anodes include lithium titanate, tin alloy anodes, silicon-based anodes, etc.
Source: China lithium battery anode material industry development in-depth research and future investment research report (2023-2030)
Second, the development status of the industry
1. Market size
In recent years, with the rise of the new energy automobile industry and the development of lithium batteries and other products, the market scale of lithium battery anode materials has grown steadily. As of 2022, the market size of the mainland lithium battery anode material industry will be 30.83 billion yuan, an increase of 7.72 billion yuan compared with 2021, as follows:
Source: China Lithium Battery Anode Material Industry Development In-depth Research and Future Investment Research Report (2023-2030)
2. Supply scale
In recent years, the downstream lithium battery industry and the terminal new energy automobile industry are in a stage of rapid development, the market demand for anode materials is strong, and the related fields continue to grow, driving anode material manufacturers to improve production capacity and expand production scale.
Driven by the rapid development of new energy vehicles and energy storage, the demand for anode materials is still showing rapid growth. It is expected that the global demand for anode materials will reach 2.05 million tons in 2025. From the perspective of the production capacity layout of each head manufacturer, the planned production capacity of the head anode material enterprise reaches a total of 4.45 million tons.
Domestic head anode material enterprises planning capacity statistics
enterprise | Plan production capacity |
Betray | 1.2 million tons/year |
Shanshan shares | 1.1 million tons/year |
Pu Tailai | 600,000 tons/year |
Kaijin Energy | 800,000 tons/year |
Zhongke Electric | 750,000 tons/year |
Source: China Lithium Battery Anode Material Industry Development In-depth Research and Future Investment Research Report (2023-2030)
3. Scale of demand
From 2018 to 2022, China's anode material shipments have increased year by year. The explosive growth of market demand for power lithium-ion batteries has brought great development opportunities to the anode material industry, and the industry demand has experienced explosive growth. In 2022, China's lithium battery anode material market shipped 1.37 million tons, a year-on-year increase of 90%. The market growth exceeded expectations, mainly due to the sharp increase in demand for lithium batteries in the field of new energy vehicles and energy storage.
Source: China Lithium Battery Anode Material Industry Development In-depth Research and Future Investment Research Report (2023-2030)
In 2022, China's lithium battery shipments will be 660.8GWh, a year-on-year increase of 103.95%. From the perspective of shipment structure, automotive power battery (EV LIB) shipments were 480GWh, a year-on-year increase of 118.18%; Energy storage battery (ESS LIB) shipments were 130GWh, a year-on-year increase of 306.25%; SMALL LIB SHIPMENTS SUCH as 3C WERE 51GWh, down 29.44% year-on-year. In the future, the most potential for development is mainly downstream markets such as wind photovoltaic farms, commercial peak-shaving and valley-filling power projects, traditional power plants and microgrids, and the accelerated construction of renewable energy makes the commercial application of energy storage more urgent.
Source: China Lithium Battery Anode Material Industry Development In-depth Research and Future Investment Research Report (2023-2030)
Third, industry segment market analysis
1. Consumer lithium battery
Consumer electronics are also an important application field for lithium batteries, and the traditional consumer electronics market (such as smart phones, notebook computers, etc.) has entered a mature stage of development. As of 2022, the market size of negative electrode materials for consumer lithium batteries (mainly 3C consumer electronics) in mainland China will be 2.37 billion yuan, a year-on-year decrease of -53.85%, as follows:
Source: China Lithium Battery Anode Material Industry Development In-depth Research and Future Investment Research Report (2023-2030)
2. Power lithium battery
Power lithium batteries are widely used in new energy vehicles, field cars, electric ships, electric bicycles, power tools, etc. Among them, new energy vehicles are the fastest growing and largest field in the downstream application of power batteries. Power batteries are considered to be key components to promote the development of the new energy automobile industry.
At present, power batteries are the largest lithium battery application field, and the market share of power lithium battery anode materials will reach 72.64% in 2022. In 2022, the market size of lithium battery anode materials in mainland power will be 22.395 billion yuan, as follows:
Source: China Lithium Battery Anode Material Industry Development In-depth Research and Future Investment Research Report (2023-2030)
3. Lithium battery for energy storage
Energy storage batteries are mainly used in home energy storage, backup power supply, grid peak regulation and frequency regulation, solar energy, wind power generation and other centralized and distributed independent power systems. With the gradual implementation of the country's strategic measures to achieve the goal of carbon neutrality and the continuous deepening of electricity price reform, the energy storage battery market has entered a new stage of rapid growth.
On July 23, 2021, the National Development and Reform Commission and the National Energy Administration jointly issued the "Guiding Opinions on Accelerating the Development of New Energy Storage", which clearly pointed out that by 2025, new energy storage will be transformed from the initial stage of commercialization to large-scale development, with an installed capacity of more than 30 million kilowatts. By 2030, realize the comprehensive market-oriented development of new energy storage.
By the end of 2022, among the new energy storage installations in China, lithium-ion battery energy storage accounted for 94.5%, compressed air energy storage accounted for 2.0%, flow battery energy storage accounted for 1.6%, lead-acid (carbon) battery energy storage accounted for 1.7%, and other technical routes accounted for 0.2%.
Source: China Lithium Battery Anode Material Industry Development In-depth Research and Future Investment Research Report (2023-2030)
Since 2022, energy storage support policies have been intensively introduced, which not only clarifies the independent market status of energy storage, formulates market rules for energy storage to participate in electricity market transactions, but also puts forward a new energy storage 14th Five-Year Plan, while accelerating the progress of electricity price reform. A series of favorable factors have promoted the rapid growth of lithium battery shipments of mainland power energy storage.
Relevant policies for the mainland energy storage battery industry
Time | policy | Formulation of departments | Specific contents |
June 2020 | 2020 Energy Work Guidance | National Energy Administration | Increase the development of energy storage, research and implement policies to promote the development of energy storage technology and industry, and actively explore the application of energy storage to renewable energy consumption, power auxiliary services, distributed power and microgrid and other technical models and business models. |
November 2020 | New Energy Vehicle Industry Development Plan (2021-2035) | General Office of the State Council | Support the innovative application of power battery echelon products in the fields of energy storage, energy backup, charging and replacement, and strengthen the research and development of residual energy detection, residual value assessment, reorganization and utilization, safety management and other technologies. Optimize the industrial layout of recycling, promote the efficient extraction of valuable elements of scrapped power batteries, and promote the development of industrial resources, high value and green. |
July 2021 | Guiding opinions on accelerating the development of new energy storage | National Development and Reform Commission, National Energy Administration | By 2025, realize the transformation of new energy storage from the initial stage of commercialization to large-scale development, with an installed capacity of more than 30 million kilowatts. By 2030, realize the comprehensive market-oriented development of new energy storage. |
September 2021 | The four departments on strengthening the integration of industry as guidance for promoting the green development of industry | Ministry of Industry and Information Technology, People's Bank of China, China Banking and Insurance Regulatory Commission, China Securities Regulatory Commission | Accelerate the integration and innovation of electronic information technology and clean energy industry, promote breakthroughs in the new energy storage battery industry, and guide the high-quality development of the smart photovoltaic industry. |
October 2021 | Action Plan for Peaking Carbon Emissions before 2030 | State council | Actively develop "new energy + energy storage", source-grid-load-storage integration and multi-energy complementarity, and support the rational allocation of energy storage systems for distributed new energy. Formulate a new round of medium- and long-term development plans for pumped storage power stations, and improve the policy mechanism to promote the development of pumped storage. Accelerate the demonstration and application of new energy storage. Deepen the reform of the electric power system and accelerate the construction of a unified national electricity market system. |
July 2021 | National Development and Reform Commission and National Energy Administration guidance on accelerating the development of new energy storage | National Development and Reform Commission, National Energy Administration | Adhere to the diversification of energy storage technologies, promote the continuous reduction of the cost and commercialization of relatively mature new energy storage technologies such as lithium-ion batteries, realize the early stage of commercial development of long-term energy storage technologies such as compressed air and flow batteries, accelerate the large-scale test and demonstration of flywheel energy storage, sodium-ion batteries and other technologies, and explore the research and demonstration application of hydrogen storage, heat storage and other innovative energy storage technologies in a demand-oriented manner. |
July 2021 | Three-Year Action Plan for the Development of New Data Centers (2021-2023) | Ministry of Industry and Information Technology | Support the exploration of the use of energy storage batteries as diversified energy storage and backup power devices in data centers, and strengthen the promotion and application of power battery echelon utilization products |
May 2022 | Implementation plan for promoting the high-quality development of new energy in the new era | National Development and Reform Commission, National Energy Administration | Improve the compensation mechanism for peak shaving and frequency regulation power supply, increase the construction of coal-fired power unit flexibility transformation, hydropower expansion, pumped storage and solar thermal power generation projects, and promote the rapid development of new energy storage. Research on energy storage cost recovery mechanism. |
February 2022 | Opinions of the National Development and Reform Commission and the National Energy Administration on improving the institutional mechanisms and policy measures for the green and low-carbon transformation of energy | National Development and Reform Commission, National Energy Administration | Encourage new energy power generation bases to improve their self-regulation capabilities and explore integrated participation in power system operation. Improve the mechanism for pumped storage and new energy storage to participate in the electricity market, and better play the role of relevant facilities in regulation. |
August 2022 | Action Plan for Green and Low-carbon Development of the Information and Communication Industry (2022-2025) | 7 departments, including the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Finance | Promote the use of lithium batteries in an orderly manner, explore applications such as hydrogen fuel cells, and promote the integration and application of new energy storage technologies and power supply and distribution technologies. |
August 2022 | Implementation Plan for Carbon Peaking and Carbon Neutrality Supported by Science and Technology (2022-2030) | 9 departments, including the Ministry of Science and Technology, the National Development and Reform Commission, and the Ministry of Industry and Information Technology | Research and development of compressed air energy storage, flywheel energy storage, liquid and solid-state lithium-ion battery energy storage, sodium ion battery energy storage, flow battery energy storage and other efficient energy storage technologies. |
November 2022 | Notice on the coordinated and stable development of the lithium-ion battery industry chain and supply chain | National Development and Reform Commission | Increase supervision, strictly investigate and deal with upstream and downstream hoarding, price gouging, unfair competition and other behaviors in the lithium battery industry, and maintain market order. |
January 2023 | Guiding opinions on promoting the development of the energy electronics industry | Ministry of Industry and Information Technology and other six departments | In terms of new energy storage, it is proposed to develop safe and economical new energy storage batteries. Research breakthrough in ultra-long life and high safety battery system. |
Source: China Lithium Battery Anode Material Industry Development In-depth Research and Future Investment Research Report (2023-2030)
With the continuous decline of lithium battery costs and the gradual maturity of energy storage application scenarios, the future energy storage battery market will usher in rapid development, becoming a new growth point in the lithium battery market, and the long-term demand for anode materials is no less than the power battery market.
According to statistics, China's lithium energy storage battery shipments will exceed 130GWh in 2022, with a year-on-year growth rate of 170%. In 2022, the market size of lithium battery anode materials for energy storage in mainland China will be 6.065 billion yuan, as follows:
Source: China Lithium Battery Anode Material Industry Development In-depth Research and Future Investment Research Report (2023-2030)
From the perspective of product application, power energy storage is the largest application field, accounting for more than 70%, and it is expected that power energy storage will remain the largest downstream market for lithium battery anode materials in the field of energy storage during the 14th Five-Year Plan period.
(1) Power energy storage
From the perspective of the power energy storage market in 2022, the dual driving factors of the domestic and foreign markets are obvious. Domestic market: Under the continuous outbreak of domestic shared energy storage construction + wind-solar distribution and storage demand, domestic investors such as CGN and Huaneng Group continue to increase the scale of procurement of energy storage batteries and systems, and GWh-level lithium battery energy storage purchase orders have risen one after another. Overseas markets: The US IRA law extends the ITC tax rebate subsidy, Japan's photovoltaic FIT is encouraged to be transformed into FIP policy, and the enthusiasm for investment in energy storage projects under the European energy crisis has increased.
From the perspective of the dynamics of major mainstream energy storage lithium battery companies, CATL, BYD, Haichen Energy Storage, EVE Lithium Energy, Envision Power, etc. will accelerate overseas market expansion in 2022, and their lithium battery export business has entered a period of rapid growth.
From the perspective of the power energy storage battery itself, the battery capacity and cycle number race is obvious. 280Ah cells have gradually become the mainstream of power energy storage, and will quickly enter the post-280Ah cell era, and the capacity will develop to more than 300Ah.
(2) Household energy storage
From January to May 2022, Germany alone has installed more than 100,000 household energy storage products, and Italy, Spain and Eastern Europe household energy storage installations are in short supply throughout the year, and household storage orders have generally been scheduled to April 2023. Coupled with the global material and energy inflation crisis, the economy of household energy storage projects has been strengthened, and the outbreak of household energy storage has accelerated.
From the perspective of the competition pattern of household energy storage batteries, CATL, BYD, Penghui Energy, etc. achieved rapid growth in 2022, of which Penghui Energy achieved 6 times growth in H1 2022. At the same time, Haichen Energy Storage, Far East Battery, Ruipu Lanjun, Zhongtian Technology, etc. accelerated their competition in the household energy storage track, showing a high growth trend.
From the perspective of household energy storage batteries themselves, they are still mainly 100Ah and 50Ah square aluminum shell batteries. However, large cylindrical batteries are flooding into the household energy storage track, mainly 40 and 46 series, and will become one of the important battery choices for the household energy storage battery track.
(3) Communication energy storage
Compared with other fields, the growth rate of communication energy storage will slow down significantly in 2022. Specifically, in 2022, the H1 domestic non-communication operator centralized procurement communication backup project was announced, which is much lower than the same period in 2021. Overall, due to the decline in the global economic boom, the slowdown in ICT investment, and the postponement of domestic communication operators' centralized procurement bidding, the scale of communication energy storage shipments will show negative growth in 2022.
From the perspective of the battery itself, the cycle of the spare battery cell for communication is about 2000 times, and the magnification is generally 0.5C. From the perspective of cost and stability, lithium iron phosphate is the mainstream choice for communication energy storage in the short and medium term. However, with the further development of sodium-ion batteries, sodium-ion batteries and retired batteries that break through the consistency problem will further expand their market share in the future.
(4) Portable energy storage
From the perspective of portable energy storage, it will continue to be in a high growth trend in 2022. The three major driving forces of portable energy storage are obvious: 1) the mainstream system power will increase from below 300Wh to 800-1000Wh in 2022, and the trend of high power is obvious; 2) Export demand continues to be fulfilled, stimulated by the camping economy in the United States and Australia, the shortage crisis of natural gas in Europe, and the demand for disaster relief and backup in Japan and South Korea, portable energy storage has become one of the hottest categories of cross-border e-commerce in 2022, and shipments continue the high growth trend in 2021; 3) Since 2022, a large number of domestic enterprises have poured into the portable energy storage track, and consumer electronics and electrical giants such as Xiaomi, Bull, and Transsion have entered the market one after another, stimulating a large injection of capital into the industry.
Fourth, the analysis of the industry competition pattern
At present, the industry concentration of global lithium battery anode materials is very high, mainly concentrated in China and Japan. China is the main producer of anode materials, accounting for 75.8% of the world's anode material shipments in 2021. From the perspective of the global competition pattern, the world's top ten anode material manufacturers, China has Betray, Shanshan Co., Ltd., Putailai, Kaijin Energy, Zhongke Electric, Xiangfenghua, Shangtai Technology, etc., among which Japan has Hitachi Chemical and Mitsubishi Chemical.
There are three traditional first-line echelons in China's anode material industry, namely Betri, Shanshan and Putailai, and the market share of the three enterprises reached 50% in the first half of 2022. Due to the explosive growth in demand for power batteries and energy storage batteries, and the richer product categories and market levels, it has given new anode material companies development opportunities. Compared with the field of consumer batteries, power batteries and energy storage batteries are more sensitive to the cost and price of anode materials, and in the environment of explosive growth of the industry, cost enterprises will occupy a more favorable position, and the industry share will continue to rise.
From the perspective of negative enterprise customer resources, BTRI covers international mainstream customer groups including Panasonic, CATL, BYD, Samsung SDI, LG Chem, South Korea's SK and other international mainstream customer groups, and achieved overseas revenue accounting for 25.4% of the overall revenue in 2021, ranking first in the industry in terms of scale and proportion of overseas revenue. In addition to the domestic head battery factory, Putailai has entered the supply chain of international customers LG New Energy and Samsung SDI, and its overseas revenue has increased year by year in recent years, from 179 million yuan in 17 years to 1.767 billion yuan in 21 years. Kaijin Energy and Shangtai Technology mainly supply CATL. The details are as follows:
Major customers corresponding to lithium battery anode material manufacturers in 2022
enterprise | Major customers | Core customers |
Betray | Samsung, LG, Panasonic, Sony, ATL, SK, Lishen, BYD, Guoxuan Hi-Tech, etc | Samsung, LG, Panasonic |
Pu Tailai | CATL, CATL, LG New Energy, BYD, Samsung China Innovation Aviation, etc | LG, Samsung, CATL |
Shanshan shares | LG, CATL, Samsung, SONY, ATL, Lishen Battery, BAK Battery, BYD, Funeng Technology, EVE Lithium Energy, Guoxuan Hi-Tech, etc | LG, CATL, Samsung, ATL |
Kaijin Energy | CATL, CATL, Guoxuan Hi-Tech, Jiangsu Tianpeng Power Supply Co., Ltd., Funeng Technology, etc | CATL, CATL, Guoxuan Hi-Tech |
Zhongke Electric | CATL, BYD, China Innovation Airlines, etc | CATL, BYD |
Shangtai Technology | CATL, Guoxuan Hi-Tech, Hive Energy, Ruipu Energy, CATL New Energy, Sunwoda, etc | CATL, Guoxuan Hi-Tech |
Jiangxi Zichen | ATL, Samsung, LG, CATL, Zhuhai Guangyu, AVIC Lithium | ATL, LG, Samsung |
Source: China Lithium Battery Anode Material Industry Development In-depth Research and Future Investment Research Report (2023-2030)
Note: The above information is for reference only, and the specific content is subject to the text of the report.
The "China Lithium Battery Anode Material Industry Development In-depth Research Report and Future Investment Research Report (2023-2030)" released by the research report network covers the latest industry data, market hot spots, policy planning, competitive intelligence, market prospect forecast, investment strategy and other content. It is supplemented by a large number of intuitive charts to help enterprises in the industry accurately grasp the development trend of the industry, the direction of market business, and correctly formulate corporate competitive strategies and investment strategies. This report is based on authoritative data released by the National Bureau of Statistics, the General Administration of Customs and the State Information Center, combined with the environment of the industry, from theory to practice, from macro to micro and other perspectives of market research and analysis.
Industry reports are one of the important decision-making bases for enterprises, relevant investment companies and government departments in the industry to accurately grasp the development trend of the industry, gain insight into the competitive landscape of the industry, avoid business and investment risks, and make correct competition and investment strategy decisions. This report is an essential tool for gaining a comprehensive understanding of the industry and investing in it. Guanyan World is a well-known industry information consulting institution in China, with a senior expert team, over the years has provided tens of thousands of enterprise units, consulting institutions, financial institutions, industry associations, individual investors, etc. professional industry analysis reports, customers cover Huawei, China Petroleum, China Telecom, China State Construction, HP, Disney and other domestic and foreign industry leading enterprises, and has been widely recognized by customers.
The data of this research report mainly uses national statistical data, General Administration of Customs, questionnaire survey data, data collected by the Ministry of Commerce and other databases. Among them, macroeconomic data is mainly from the National Bureau of Statistics, some industry statistics are mainly from the National Bureau of Statistics and market research data, enterprise data is mainly from the National Bureau of Statistics large-scale enterprise statistical database and stock exchanges, etc., and price data is mainly from various market monitoring databases. The industry analysis methods used in this research report include Porter's five forces model analysis method, SWOT analysis method, PEST analysis method, comprehensive internal and external environment analysis of the industry, and at the same time, through senior analysts on the current national economic situation trend, market development trend and current industry hot spot analysis, predict the future development direction of the industry, emerging hot spots, market space, technology trends and future development strategy.
【Catalog Outline】
Chapter 1 Overview of the development of China's lithium battery anode material industry from 2019 to 2023
Section 1 Overview of the development of lithium battery anode material industry
First, the relevant definition of lithium battery anode material industry
Second, lithium battery anode material characteristics analysis
Third, the basic situation of lithium battery anode material industry
Fourth, the business model of lithium battery anode material industry
1. Production mode
2. Procurement mode
3. Sales/service model
5. Analysis of the main demand of lithium battery anode material industry
Section 2 Life cycle analysis of China's lithium battery anode material industry
First, the life cycle theory of lithium battery anode material industry
Second, the life cycle analysis of the lithium battery anode material industry
Section 3 Analysis of economic indicators of lithium battery anode material industry
First, the profitability analysis of the lithium battery anode material industry
Second, the economic cycle analysis of lithium battery anode material industry
Third, the space analysis of the added value of lithium battery anode material industry
Chapter 2 Analysis of the development status of the global lithium battery anode material industry market from 2019 to 2023
Section 1 Review of the development history of the global lithium battery anode material industry
Section 2 Market size and regional distribution of global lithium battery anode material industry
Section 3 Regional Market Analysis of Lithium Battery Anode Material Industry in Asia
First, the analysis of the market status of lithium battery anode material industry in Asia
Second, Asian lithium battery anode material industry market size and market demand analysis
Third, Asian lithium battery anode material industry market prospect analysis
Section 4 North American lithium battery anode material industry regional market analysis
First, North American lithium battery anode material industry market status analysis
Second, North American lithium battery anode material industry market size and market demand analysis
Third, North American lithium battery anode material industry market prospect analysis
Section 5 Regional Market Analysis of European Lithium Battery Anode Material Industry
First, the European lithium battery anode material industry market status analysis
Second, the European lithium battery anode material industry market size and market demand analysis
Third, the European lithium battery anode material industry market prospect analysis
Section 6 Prediction of the distribution trend of the world's lithium battery anode material industry from 2023 to 2030
Section 7 Market size forecast of global lithium battery anode material industry from 2023 to 2030
Chapter Three: Analysis of the Industrial Development Environment of China's Lithium Battery Anode Material Industry
Section 1 Analysis of the Mainland's Macroeconomic Environment
Section 2 Analysis of the impact of the mainland's macroeconomic environment on the lithium battery anode material industry
Section 3 Analysis of the policy environment of China's lithium battery anode material industry
1. The current situation of the industry regulatory system
2. Main policies and regulations of the industry
3. Main industry standards
Section 4 Analysis of the impact of the policy environment on the lithium battery anode material industry
Section 5 Analysis of the industrial social environment of China's lithium battery anode material industry
Chapter Four: Operation of China's Lithium Battery Anode Material Industry
Section 1 Introduction to the development of China's lithium battery anode material industry
1. Review of the development process of the industry
Second, the analysis of industry innovation
Third, the analysis of industry development characteristics
Section 2 Analysis of the market size of China's lithium battery anode material industry
First, the factors affecting the market size of China's lithium battery anode material industry
Second, the market size of China's lithium battery anode material industry
Third, China's lithium battery anode material industry market scale analysis
Section 3 Analysis of the supply of China's lithium battery anode material industry
First, the supply scale of China's lithium battery anode material industry
Second, the supply characteristics of China's lithium battery anode material industry
Section 4 Analysis of the demand of China's lithium battery anode material industry
First, the demand scale of China's lithium battery anode material industry
Second, the demand characteristics of China's lithium battery anode material industry
Section 5 Analysis of the balance of supply and demand in China's lithium battery anode material industry
Chapter Five: Analysis of China's Lithium Battery Anode Material Industry Industry Chain and Market Segmentation
Section 1 Overview of the industrial chain of China's lithium battery anode material industry
First, the principle of industrial chain model
Second, the operation mechanism of the industrial chain
Third, the industrial chain diagram of lithium battery anode material industry
Section 2 Analysis of the industrial chain of China's lithium battery anode material industry
First, the development status of the upstream industry
Second, the impact analysis of upstream industry on lithium battery anode material industry
Third, the development status of downstream industries
Fourth, the impact analysis of downstream industry on lithium battery anode material industry
Section 3 Mainland lithium battery anode material industry segment analysis
First, the market segment one
Second, the market segment two
Chapter Six: Market Competition Analysis of China's Lithium Battery Anode Material Industry from 2019 to 2023
Section 1 Analysis of the competition status of China's lithium battery anode material industry
First, the analysis of the competition pattern of China's lithium battery anode material industry
Second, the analysis of major brands in China's lithium battery anode material industry
Section 2 Analysis of the concentration of China's lithium battery anode material industry
First, the analysis of the influencing factors of market concentration in China's lithium battery anode material industry
Second, China's lithium battery anode material industry market concentration analysis
Section 3 Analysis of the competitive characteristics of China's lithium battery anode material industry
1. Regional distribution characteristics of enterprises
Second, the characteristics of enterprise scale distribution
Third, the distribution characteristics of enterprise ownership
Chapter 7 Model Analysis of China's Lithium Battery Anode Material Industry from 2019 to 2023
Section 1 Competitive Structure Analysis of China's Lithium Battery Anode Material Industry (Porter's Five Forces Model)
First, the principle of Porter's five forces model
Second, the bargaining power of suppliers
3. The bargaining power of buyers
Fourth, the threat of new entrants
V. Threat of substitution
6. The degree of intra-industry competition
7. Conclusion of Porter's five forces model analysis
Section 2 SWOT analysis of China's lithium battery anode material industry
Overview of the SOWT model
Second, the analysis of industry advantages
Third, the disadvantages of the industry
Fourth, industry opportunities
5. Industry threats
Sixth, China's lithium battery anode material industry SWOT analysis conclusion
Section 3 Analysis of the Competitive Environment of China's Lithium Battery Anode Material Industry (PEST)
First, PEST model overview
Second, policy factors
3. Economic factors
4. Social factors
5. Technical factors
Sixth, PEST model analysis conclusion
Chapter 8 Demand characteristics and dynamic analysis of China's lithium battery anode material industry from 2019 to 2023
Section 1 Market dynamics of China's lithium battery anode material industry
Section 2 Analysis of the characteristics of the consumer market of China's lithium battery anode material industry
First, demand preferences
2. Price preference
3. Brand preference
4. Other preferences
Section 3 Analysis of cost structure of lithium battery anode material industry
Section 4 Analysis of price influencing factors in lithium battery anode material industry
First, supply and demand factors
Second, cost factors
3. Other factors
Section 5 Analysis of the price status of China's lithium battery anode material industry
Section 6 Average price trend forecast of China's lithium battery anode material industry
First, the average price trend analysis of China's lithium battery anode material industry
Second, the influencing factors of the average price change of China's lithium battery anode material industry
Chapter 9 Monitoring of the operation data of China's lithium battery anode material industry
Section 1 Analysis of the overall scale of the industry to which China's lithium battery anode material industry belongs
First, the analysis of the quantitative structure of enterprises
Second, the scale of industry assets
Section 2 Analysis of production, sales and expenses of China's lithium battery anode material industry
1. Current assets
Second, sales revenue analysis
3. Liabilities analysis
Fourth, profit scale analysis
5. Output value analysis
Section 3 Analysis of financial indicators of China's lithium battery anode material industry
First, industry profitability analysis
2. Analysis of the industry's solvency
3. Analysis of industry operating capabilities
4. Analysis of industry development capabilities
Chapter 10 Analysis of the Regional Market Status of China's Lithium Battery Anode Material Industry from 2019 to 2023
Section 1 Analysis of the regional market size of China's lithium battery anode material industry
First, the factors affecting the regional market distribution of the lithium battery anode material industry
Second, the regional market distribution of China's lithium battery anode material industry
Section 2 Market Analysis of Lithium Battery Anode Material Industry in East China
I. Overview of East China
2. Analysis of the economic environment in East China
Third, the market analysis of lithium battery anode material industry in East China
(1) Market size of lithium battery anode material industry in East China
(2) Market status of lithium battery anode material industry in South China
(3) Market size forecast of lithium battery anode material industry in East China
Section 3 Market Analysis in Central China
I. Overview of Central China
2. Analysis of the economic environment in Central China
Third, the market analysis of lithium battery anode material industry in central China
(1) The market size of lithium battery anode material industry in central China
(2) Market status of lithium battery anode material industry in central China
(3) Market size forecast of lithium battery anode material industry in central China
Section 4 Market Analysis in South China
I. Overview of South China
2. Analysis of the economic environment in South China
Third, the market analysis of lithium battery anode material industry in South China
(1) The market size of lithium battery anode material industry in South China
(2) Market status of lithium battery anode material industry in South China
(3) Market size forecast of lithium battery anode material industry in South China
Section 5 Market Analysis of Lithium Battery Anode Material Industry in North China
I. Overview of North China
2. Analysis of the economic environment in North China
Third, the market analysis of lithium battery anode material industry in North China
(1) The market size of lithium battery anode material industry in North China
(2) Market status of lithium battery anode material industry in North China
(3) Market size forecast of lithium battery anode material industry in North China
Section 6 Market Analysis in Northeast China
I. Overview of the Northeast Region
Second, the analysis of the economic environment in Northeast China
Third, the market analysis of lithium battery anode material industry in Northeast China
(1) The market size of lithium battery anode material industry in Northeast China
(2) Market status of lithium battery anode material industry in Northeast China
(3) Market size forecast of lithium battery anode material industry in Northeast China
Section 7 Market Analysis in Southwest China
I. Overview of the Southwest Region
Second, the analysis of the economic environment in the southwest region
Third, the market analysis of lithium battery anode material industry in southwest China
(1) The market size of lithium battery anode material industry in southwest China
(2) Market status of lithium battery anode material industry in southwest China
(3) Market size forecast of lithium battery anode material industry in southwest China
Section 8 Northwest China Market Analysis
I. Overview of the Northwest Territories
Second, the analysis of the economic environment in Northwest China
Third, the market analysis of lithium battery anode material industry in Northwest China
(1) The market size of lithium battery anode material industry in Northwest China
(2) Market status of lithium battery anode material industry in Northwest China
(3) Market size forecast of lithium battery anode material industry in Northwest China
Chapter 11 Analysis of Lithium Battery Anode Materials Industry (Adjusted with Data Update)
Section 1 Enterprises
1. Enterprise overview
2. Main products
3. Operation
1. The situation of major economic indicators
2. Enterprise profitability analysis
3. Analysis of enterprise solvency
4. Analysis of enterprise operation capabilities
5. Analysis of enterprise growth ability
4. Analysis of the company's advantages
Section 2 Enterprises
1. Enterprise overview
2. Main products
3. Operation
Fourth, the company's advantages and disadvantages analysis
Section 3 Enterprises
1. Enterprise overview
2. Main products
3. Operation
4. Analysis of the company's advantages
Section 4 Enterprises
1. Enterprise overview
2. Main products
3. Operation
4. Analysis of the company's advantages
Section 5 Enterprises
1. Enterprise overview
2. Main products
3. Operation
4. Analysis of the company's advantages
Section 6 Enterprises
1. Enterprise overview
2. Main products
3. Operation
4. Analysis of the company's advantages
Section 7 Enterprises
1. Enterprise overview
2. Main products
3. Operation
4. Analysis of the company's advantages
Section 8 Enterprises
1. Enterprise overview
2. Main products
3. Operation
4. Analysis of the company's advantages
Section 9 Enterprises
1. Enterprise overview
2. Main products
3. Operation
4. Analysis of the company's advantages
Section 10 Enterprises
1. Enterprise overview
2. Main products
3. Operation
4. Analysis of the company's advantages
Chapter 12 Analysis and forecast of the development prospect of China's lithium battery anode material industry from 2023 to 2030
Section 1 Analysis of the future development prospect of China's lithium battery anode material industry
First, the analysis of the domestic investment environment of the lithium battery anode material industry
Second, China's lithium battery anode material industry market opportunity analysis
Third, China's lithium battery anode material industry investment growth forecast
Section 2 Prediction of the future development trend of China's lithium battery anode material industry
Section 3 Forecast of the scale development of China's lithium battery anode material industry
First, China's lithium battery anode material industry market size forecast
Second, the market size growth forecast of China's lithium battery anode material industry
Third, the output value of China's lithium battery anode material industry is forecast
Fourth, the growth rate of China's lithium battery anode material industry output value
5. Supply and demand forecast of China's lithium battery anode material industry
Section 4 Profit trend forecast of China's lithium battery anode material industry
Chapter 13 Analysis of entry barriers and investment risks in China's lithium battery anode material industry from 2023 to 2030
Section 1 Analysis of entry barriers for China's lithium battery anode material industry
First, the analysis of capital barriers in the lithium battery anode material industry
Second, the analysis of technical barriers in the lithium battery anode material industry
Third, the analysis of talent barriers in the lithium battery anode material industry
Fourth, lithium battery anode material industry brand barrier analysis
5. Analysis of other barriers in the lithium battery anode material industry
Section 2 Risk Analysis of Lithium Battery Anode Material Industry
First, the macro environmental risk of lithium battery anode material industry
Second, the technical risk of lithium battery anode material industry
Third, the competition risk of lithium battery anode material industry
Fourth, other risks in the lithium battery anode material industry
Section 3 Problems in China's lithium battery anode material industry
Section 4 Strategic analysis of solving problems in China's lithium battery anode material industry
Chapter 14 Research conclusions and investment recommendations of China's lithium battery anode materials industry from 2023 to 2030
Section 1 A review of the research of China's lithium battery anode material industry
First, the investment value of the industry
2. Industry risk assessment
Section 2 Analysis of China's lithium battery anode material industry entry strategy
First, the target customer group of the industry
Second, the choice of market segment
Third, the choice of regional market
Section 3 Analysis of marketing strategy of lithium battery anode material industry
First, lithium battery anode material industry product strategy
Second, the pricing strategy of lithium battery anode material industry
Third, lithium battery anode material industry channel strategy
Fourth, lithium battery anode material industry promotion strategy
Section 4: Observation and study of the world's analysts' investment recommendations
The chart is detailed in the body of the report...