据财联社主题库显示，相关上市公司中：On May 8, the Ministry of Industry and Information Technology publicly solicited opinions on the lithium battery industry specifications and administrative measures (draft for comments). The draft for solicitation of comments mentions guiding enterprises to reduce manufacturing projects that simply expand production capacity, strengthen technological innovation, improve product quality, and reduce production costs.
On May 8, the Ministry of Industry and Information Technology publicly solicited opinions on the lithium battery industry specifications and administrative measures (draft for comments). The draft for solicitation of comments mentions guiding enterprises to reduce manufacturing projects that simply expand production capacity, strengthen technological innovation, improve product quality, and reduce production costs.
In recent years, the domestic lithium battery industry has expanded rapidly, and the scale of production capacity has continued to grow, but the utilization rate has declined year by year. According to the status of domestic lithium battery companies' production expansion projects, the China Automobile Power Battery Industry Innovation Alliance predicts that by 2025, China's lithium battery production capacity is likely to exceed 3,000 GWh. In terms of capacity utilization, as of June 2023, the capacity utilization rate of China's lithium battery industry has dropped to about 40%, and the capacity utilization rate is likely to drop to about 35% by 2025. The Fangzheng Securities Research Report pointed out that since the end of '23, there have been frequent signals of bottoming out of the industrial chain. Major overseas Australian mines such as Core Lithium, Pilbara Minerals, and Albemarle Corp have stopped cutting production and cut capital expenses. Considering that the midstream manufacturing sector is mostly in a state of profit, second- and third-tier losses, the bottom of the lithium chain may now be in the bottom range.
According to the Finance Federation's theme library, among the relevant listed companies:
Putailai's main business covers anode materials and graphitization processing, diaphragm and coating processing, PVDF and adhesives, composite fluid collectors, etc. The company's new silicon-carbon anode products have been certified by important domestic and international customers, and production capacity construction layout is being actively carried out.
Shangtai Technology currently mass-produces anode materials, which are graphite anode materials, and the Ningde era has always been an important customer of the company.
