Academician-Led Anode Company Closes Seventh Funding Round
Company at a Glance Company Tianmu Pioneer Liyang, Jiangsu Round Series B 7th total funding round HQ Capacity 86,000 tpa At full build-out Backers CATL · BYD LG · SK as customers Liyang Tianmu Pioneer Battery Materials Technology Co., Ltd. (“Tianmu Pioneer”) has officially announced the completion of its Series B financing, with investors including […]
BTR Breaks Records
Q1 2026 at a Glance Q1 Revenue ~US$635M RMB 4.31 billion Q1 Net Profit ~US$33M RMB 225 million Q1 Anode Sales >140,000 t March: record high Production Capacity 782,500 tpa Commissioned (2025) On 8 May, at its 2025 annual results briefing, BTR New Material Group Co., Ltd. disclosed Q1 revenue of RMB 4.31 billion (~US$635 […]
Kaijin 200,000 tpa Anode Project Receives EIA Approval
Project at a Glance Company Ningde Kaijin Kaijin subsidiary Capacity 200,000 tpa HP Li-ion anode Investment ~US$199M RMB 1.3525 billion Site 143,800 sqm Gutian, Ningde The Ningde Municipal Bureau of Ecology and Environment has formally issued its approval of the Environmental Impact Assessment Report for Ningde Kaijin New Energy Technology Co., Ltd.’s 200,000 tpa high-performance […]
200,000 tpa Anode Project Breaks Ground in Oman
Project at a Glance Parent Zhongke Electric Via Zhongke Star City Location Sohar Free Zone Oman Capacity 200,000 tpa 2 phases × 100k tpa Investment ~US$1.18B RMB 8 billion (cap) On 10 May, Zhongke Electric announced that the first phase of its subsidiary Zhongke Star City’s integrated lithium-ion battery anode material base in Oman has […]
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 SZSE: 002225 26 April 2026 Punai Group Indicted for Smuggling 1,243 Tonnes of Natural Flake Graphite to US Subsidiary Prosecutors allege a listed refractories producer evaded China’s graphite export licensing regime by misdeclaring HS codes on shipments to its overseas subsidiaries. By Harry Minnis · GraphiteHub Copy link Volume Smuggled 1,243.55 […]