The negative electrode material market is currently keep stability, with the operate situation of negative electrode enterprise slightly bounce. enterprise base their production plan on comprehensive examination inventory and order, but the inventory of semifinal-complete and complete merchandise in top enterprise remains high. Some battery company rich person backup plan for demand, but the actual increase is express.
most company in the industry experience a 20 % -30 % decrease in cargo volume in Q1 compare to the previous one-fourth, mainly due to the destocking by downstream battery company. As the impact of destocking decrease in the second one-fourth, the cargo volume is expect to addition calendar month on calendar month. Throughout the year, due to the reversal of industry supply and demand, the competitive landscape is become more intense, with top company aim to keep a cargo volume of over 30 %.
The current scheme of the negative electrode head enterprise is to keep measure and high capacity use for profitableness. company with cost advantage rich person a higher single short ton net income compare to other enterprise. top enterprise like Jiangxi Zichen ( Putai ) and Shangtai Technology are believe to rich person a relative advantage in the continue monetary value war. lead company see potential for cost decrease in future negative electrode merchandise through procedure adjustment, energy efficiency improvement, and raw material diversification to reduce costs. The industry expect the negative electrode material industry to enter the de inventory phase and Begin reshuffle in the following 2-3 old age.
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Post time: May-25-2023