Shanshan Surges: Anode Sector Recovery and Peer Comparison
Shanshan Inc. — Snapshot at a Glance Q1 2026 Recurring NP ~US$46M +2011.12% YoY · RMB 316M 2025 Anode Sales 430,400 t +26.76% YoY Global Anode Output 2025 3.12M t China = 99.0% of supply Finland Project 100,000 tpa EIA approved · ready for construction After recording its first ever annual loss since listing, Shanshan […]
100,000 tpa Anode Project Terminated
Snapshot at a Glance Company Tiantie Technology Zhejiang Project Scale 100,000 tpa Modified graphite anode Investment Written Off ~US$213M RMB 1.45 billion Status TERMINATED Board approval 28 Apr 2026 On 28 April 2026, Zhejiang Tiantie Technology Co., Ltd. (浙江天铁科技股份有限公司) issued an announcement that the company has decided to terminate its 100,000 tpa modified graphite anode […]
Shanshan Restructuring “Drama” Concludes
Snapshot at a Glance Company Shanshan Inc. 600884.SH Total Debt ~US$4.9B RMB 33.55 billion Restructuring ~US$1.05B RMB 7.156 billion New Controller Anhui SASAC Via Wanwei Group The restructuring saga of legendary lithium battery giant Shanshan Group has finally reached a decisive conclusion. The company, founded by Zhejiang businessman Zheng Yonggang and famously pivoted from fashion […]
200,000 tpa Anode Material Project
Snapshot at a Glance Company Kaijin New Energy Ningde, Fujian Project Scale 200,000 tpa Anode materials Total Investment ~US$198M RMB 1.353 billion Location Gutian County Dajia Industrial Park On 21 April 2026, the Ningde Municipal Bureau of Ecology and Environment published a notice of its proposed approval decision on the Environmental Impact Assessment Report for […]
5,000-Tonne Graphitisation Smart Production Line Running at Full Load
Snapshot at a Glance Company Changyu New Materials Cengong, Guizhou Product HP Isostatic Graphite Speciality carbon Graphitisation 5,000 tpa 15 furnaces · full load Target Revenue ~US$73M RMB 500M (from ~US$22M) Inside the production workshops of Guizhou Changyu New Materials Co., Ltd. in the Cengong Economic Development Zone, production data from 15 graphitisation furnaces refreshes […]
Punai Group Indicted for Smuggling 1,243 Tonnes of Natural Flake Graphite to US Subsidiary
Enforcement · China Export Controls Key Highlights Volume Smuggled 1,243.55 t Natural flake graphite Declared Value ~US$875K CN¥5.98m Destination PRCO USA Inc. Wholly-owned US sub Defendants 2 corp + 4 ind. Punai & logistics sub Listed Chinese refractories producer Punai Group (002225.SZ) has confirmed it received an indictment from the Yingkou City People’s Procuratorate in […]
World’s First Integrated Gas-Phase Silicon-Carbon Production Line Officially Commissioned
Snapshot at a Glance Company Zhide New Energy Lanxi, Zhejiang Design Capacity 8,000 tpa Gas-phase SiC anode Commissioned 3,000 tpa 2nd line now live Equipment Scale 500 kg Per deposition unit In April 2026, Lanxi Zhide New Energy Materials Co., Ltd. (“Zhide New Energy”) officially commissioned the second production line at its integrated silane–silicon-carbon gas-phase […]
Sow Good Inc. to Acquire the Nachu Graphite Project from Ryzon Materials
Deal at a Glance Deal value AUD$150M ~US$107M · all scrip Shares issued 334M 22.3M post 15:1 split Resource 174 Mt 5.4% TGC · JORC 2012 Planned output 236 ktpa 98.5–99.0% TGC Sow Good Inc. (Nasdaq: SOWG), a Texas-based freeze-dried consumer goods company, has entered into a definitive share purchase agreement to acquire 100% of […]
Kaijin New Energy: Full Production, Full Sales
Snapshot at a Glance Company Kaijin New Energy Dalong, Guizhou Capacity 100,000 tpa Integrated anode line Expansion 50,000 tpa Graphitisation (2026) Target Revenue ~US$732M RMB 5 billion In the production workshops of Guizhou Kaijin New Energy Technology Co., Ltd., workers on the production lines are busy but orderly. The company has switched its production lines […]
Shanshan Corporation: Controlling Shareholder’s Restructuring Plan Draft Approved; Actual Controller to Change to Anhui SASAC
Shanshan Corporation (600884.SH) has announced that the fourth creditors’ meeting in the substantive consolidated restructuring case of its controlling shareholder, Shanshan Group, and its wholly-owned subsidiary, Pengze Trading, has concluded its voting period. The employee creditor group, tax creditor group, secured creditor group, ordinary creditor group, and contributor group have all voted in favour of […]