Qixian Material Announces 20% Price Increase on Porous Carbon Products
Key Highlights Hunan Qixian New Material Technology (湖南省齐贤新材料科技有限公司), a Chinese porous carbon producer, has issued a formal price increase notice to customers, announcing a blanket 20% price hike across its entire porous carbon product range, effective 1 April 2026. The company cited significant increases in raw material and energy costs as the primary driver. The […]
Epuno: 60,000 tpa Silicon-Carbon Anode Project on Track for June Trial Production
Key Highlights Epuno (埃普诺), a fast-growing Chinese silicon-carbon anode producer, is on track to begin trial production at its 60,000 tpa silicon-carbon anode project in Xingtai, Hebei Province, by June 2026. The project, located in the city’s High-tech Zone, involves a total investment of ¥2.4 billion (~$348 million) and will house three silicon-carbon anode production […]
ITC Votes Negative on Chinese Active Anode Material – AD/CVD Duties Will Not Be Imposed
Key highlights In a 2-1 decision, the U.S. International Trade Commission (ITC) has made negative final determinations in its antidumping duty and countervailing duty investigations regarding active anode material (AAM) from China. In a surprise decision, the Commission found that imports of Chinese AAM are not preventing the establishment of a domestic U.S. industry. Despite […]
Kaijin New Energy: Aggressive Expansion Across China and Beyond
Key Highlights Kaijin New Energy (凯金新能源) is scaling rapidly across multiple Chinese provinces and beginning to explore overseas expansion. Key developments include a 200,000 tpa high-performance anode material project in Gutian County, Ningde (Fujian Province), backed by a total investment of ¥50 billion (~$7.3 billion). Phase 1 is expected to be operational by June 2026, […]
Petroleum Coke Prices Surge Past ¥5,000/t (~$725/t)
Petroleum coke prices in China have broken through the ¥5,000/t mark (~$725/t), a level flagged by Shimo Shixun as a notable threshold for the anode materials industry. Petroleum coke is a key feedstock for synthetic (artificial) graphite anode production, and sustained price increases at this level have direct implications for anode material cost structures and […]
Kaijin Confirms ~$726M, 200K t/y Anode Project in Gutian, Fujian
Key highlights Guangdong Kaijin New Energy Technology has confirmed it will establish a major anode material production base in Gutian County, Ningde, Fujian Province, according to a release from the Gutian County government. The decision followed a visit by a Gutian County investment delegation to Shenzhen, Dongguan, and Guangzhou from 10–12 September, during which the […]
BTR Files 80K t/y Anode Integration Project in Huizhou
Key highlights Huizhou BTR New Materials Technology has completed project filing for an 80,000 t/y lithium battery anode material integrated production line project, according to a public disclosure by the Huizhou Huiyang District Development and Reform Bureau. The filing (reference 2603-441303-04-01-570474) was submitted on 28 February and approved on 2 March 2026. The project carries […]
Guizhou Tuosen: Anode Processor Orders Booked Through Year-End
Key highlights Guizhou Tuosen New Materials Technology – a graphite anode material processing and R&D company based in the Dalong Economic Development Zone, Guizhou – has been running at full capacity since production began, with orders booked through the end of the year, according to a report published on 5 March 2026. The company’s workshop […]
Inner Mongolia: Qingyi New Materials Files 100K t/y Anode Project in Baotou
Key highlights The Baotou Qingshan District government has formally issued a project filing approval notice for Inner Mongolia Qingyi New Materials Technology’s 100,000 t/y high-performance lithium battery anode material project, confirming the project meets industrial policy and market access standards. The project, assigned code 2601-150204-04-01-899280, will be located in the Baotou Equipment Manufacturing Industrial Park […]
Tianmu Xiandao Plans 8,000 t/y Nano Silicon-Carbon Anode Project in Henan
Key highlights Henan Tianmu Xiandao Battery Materials is advancing plans for an 8,000 t/y next-generation nano silicon-carbon anode material project, located in the Xiangcheng County Advanced Manufacturing Development Zone, Xuchang, Henan Province. On 24 February, the Xuchang Municipal Development and Reform Commission posted a public procurement inquiry for an energy conservation report review, a standard […]