01 Shenzhen BTR (BTR New Material Group)
At Shenzhen BTR, a company specialising in lithium battery materials, Yang Chenglin of the solid-state battery division was reminding colleagues to prepare for the night shift. Due to the surge in orders, the company is not only running production 24 hours a day, but even the oxide solid-state electrolyte pilot line — originally used for process verification — has also begun fulfilling customer deliveries.
02 Shanshan
Driven by a new round of lithium battery capacity expansion in China, Shanshan’s anode division has entered an order boom, with products in short supply. Production workshops are bustling and orderly, with bags of graphite anode products lined up neatly in the finished goods area, being loaded onto trucks and dispatched to customers across the country. This scene has become the norm across all of Shanshan’s anode material production bases.
Sichuan Factory: Since the second half of this year, Sichuan Shanshan’s 200,000 tpa lithium battery anode material integrated base has been running at full capacity. According to the relevant person in charge, the company’s orders currently exceed supply, with monthly shipments surpassing 14,000 tonnes. Based on market demand and order conditions, Sichuan Shanshan is currently carrying out Phase 1 capacity upgrades and efficiency improvements, while accelerating construction of its Phase 2 project.
03 Zhongke Xingcheng (CSGC)
“During this year’s Spring Festival, we did not halt work or production. Currently, all six finished product lines are running at full capacity, with an average of 15 heavy trucks loaded and dispatched daily, peaking at up to 18, to ensure all customer orders are delivered on schedule,” said factory director Bo Haiyan. The company’s annual production capacity for lithium battery anode materials exceeded 100,000 tonnes in 2025. Since the start of 2026, market demand for lithium battery anode materials has continued to climb, and the company is seizing this peak production period, running at maximum output to accelerate growth.
04 Carbon One New Energy
Yunnan Zhongsheng New Materials Co., Ltd., one of the earliest new energy battery companies to establish operations in the Shuifu Economic Development Zone, has a particularly representative development history. The company commenced production in April 2020, and its Phase 2 100,000-tonne anode material project was commissioned in March 2024, maintaining full production ever since. In the first nine months of this year, the company achieved industrial output of CNY 1.325 billion (~USD 192.3 million), a year-on-year increase of 115%. Currently, the Phase 3 100,000-tonne project is progressing rapidly through planning, environmental assessment, and geological survey work, with a target to commence production by the end of 2026. Yunnan Zhongsheng New Materials was founded in November 2017 and is a subsidiary of Carbon One New Energy Group.
05 Kaijin New Energy
As a leading enterprise in the development zone’s anode material industry, Guizhou Kaijin New Energy Technology Co., Ltd. (“Guizhou Kaijin”) has seized the momentum, with orders fully booked and both production and sales booming since the start of the year. Production lines are running at full capacity, with all staff working to fulfil orders, pushing hard for a strong first-quarter start. “We are currently running at full throttle to release capacity. In January and February alone, we achieved output value of nearly CNY 600 million (~USD 87.1 million), with year-on-year growth marking a strong opening. This lays a solid foundation for our 2026 target of CNY 5 billion (~USD 725.7 million) in output value,” said Chen Liang, Director of Human Resources and Administration at Guizhou Kaijin.
06 Kuntian New Energy
Amid the current wave of rapid new energy industry development, Kuntian New Energy’s three production bases are demonstrating strong momentum, characterised by full order books, leading technology, and accelerated construction. All three production bases are running at full capacity, with orders fully booked and demand outstripping supply. This is driven on the one hand by the continued expansion of global power battery and energy storage markets, and on the other hand by the high level of market recognition the company has achieved in the anode material sector. Strong market demand has not only provided a solid foundation for the company’s performance growth but also powerful impetus for continued expansion. Driven by the dual forces of supply shortages and rising raw material prices, anode material market prices have generally increased. Some downstream customers, seeking to secure supply stability and certainty, have already made advance payments to lock in the company’s production capacity — reflecting downstream customers’ sustained optimism about the industry cycle and their expectations of continued supply tightness.
07 Jereh New Energy
Jereh New Energy Technology Co., Ltd. is a wholly-owned subsidiary of Jereh Group (002353.SZ), dedicated to the R&D, manufacturing, and sale of battery materials. Leveraging extensive experience and technical expertise in high-end industrial product development and manufacturing management, Jereh has actively positioned itself in the new energy sector, building an integrated anode material supply chain with a planned total anode capacity of 100,000 tonnes.
Located in Gangu, Jereh New Energy Technology Co., Ltd. is an enterprise focused on R&D of lithium battery anode materials. In recent years, backed by strong technical capabilities and robust market demand, orders have been pouring in and production capacity continues to rise. The company has not only entered a fast track of development but has also become an important engine driving local industrial upgrading.
08 Zhongye New Energy
“Currently, orders at both Zhongye and Zhongxuan are at full saturation, and we are going all out to fulfil them. Moreover, orders for next year have already been signed and completed. Combined output value from both factories has now exceeded CNY 600 million (~USD 87.1 million). Going forward, we will optimise process parameters, closely monitor capacity milestones, and sprint with full effort through the fourth quarter to build a solid foundation for next year.”
Note: All CNY figures converted to USD at an approximate rate of 1 USD = 6.89 CNY as of 3 April 2026.
Sources
Moke Lithium Battery (墨科锲电), “负极行业狂飙！贝特瑞/杉杉/中科星城/碳一/凯金/坤天/杰瑞等订单暴涨！”, WeChat, March 29, 2026. Republished by Shimo Shixun (石墨时讯).
Disclosure
This article has been translated from a Chinese-language source published on WeChat. For clarity and formatting purposes, GraphiteHub has made some adjustments; however, all underlying facts, figures, and quotations are from the original source. GraphiteHub does not guarantee the accuracy of the translation and accepts no responsibility for any errors, omissions, or misinterpretations. Readers should refer to the original WeChat article for the authoritative source material. This content is for informational purposes only and does not constitute investment advice.