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Core Insights - The leading company in revenue for graphite anode materials in China for 2024 is BETTERRY, with revenue exceeding 10 billion yuan, followed by SANSHA and Zhongke Electric, both exceeding 5 billion yuan [1][2]. Revenue Rankings - BETTERRY ranks first in revenue among listed companies in the graphite anode materials sector, with over 10 billion yuan in related business revenue for 2024 [1]. - SANSHA and Zhongke Electric both have revenues exceeding 5 billion yuan from their graphite anode products [1]. Production Rankings - In terms of production, BETTERRY leads with over 450,000 tons of graphite anode production in 2024, followed by SANSHA with over 350,000 tons [2][3]. Sales Rankings - BETTERRY also ranks first in sales volume for 2024, with sales reaching 438,000 tons, while SANSHA's sales are at 340,000 tons, placing it second [4]. Artificial Graphite Leadership - SANSHA has established itself as a leader in the artificial graphite anode sector, with significant advancements in technology, resulting in artificial graphite accounting for 91.7% of total graphite anode shipments in the first half of 2025, totaling 1.17 million tons [5]. Market Share in Artificial Graphite - In the artificial graphite sector for the first half of 2025, SANSHA holds the highest market share at 21%, with BETTERRY following closely behind [10].

Core Viewpoint - The lithium battery industry is entering a new cyclical growth phase in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological iterations, leading to a "spiral rise" in both quantity and price [3]. Group 1: Market Outlook - Global lithium battery production is projected to reach 2250 GWh by 2025, with a growth rate of 30% in 2026, and the energy storage sector is expected to grow at an impressive rate of 48.3% [5]. - The demand surge is expected to significantly impact the supply of battery cells and four major upstream materials, highlighting a potential supply gap in the future [5]. Group 2: Conference Details - The 2026 Lithium Key Materials and Application Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4]. - The summit will focus on three core topics: in-depth discussions on cutting-edge technologies and market supply-demand dynamics, the announcement of the "Top Ten Lithium Material Brands of 2025," and B2B procurement matchmaking [5][6][7]. Group 3: Key Topics and Speakers - The main forum will cover topics such as the outlook for lithium ore resource supply, operational strategies for lithium carbonate in the current market environment, and advancements in high-energy-density power battery technology [9]. - Sub-forums will address the current status and development trends of key materials for power batteries, solid-state battery industry trends, and the optimization of revenue structures for energy storage projects under policy empowerment [11].

Group 1 - Shenzhen Bettery Hydrogen Energy New Materials Co., Ltd. was recently established with a registered capital of 5 million yuan [1][2] - The legal representative of the company is Li Zikun, and it is located in Guangming District, Shenzhen [1][2] - The company's business scope includes manufacturing electronic special materials, research and development of emerging energy technologies, and sales of electronic special materials [1][2] Group 2 - The company is classified as a small enterprise and is currently in a state of existence [2] - It is a subsidiary of Bettery Group, with shares held by Shenzhen Bettery New Energy Technology Research Institute Co., Ltd. and Shenzhen Beiyan Hydrogen Material Investment Partnership [2]

Core Viewpoint - The lithium battery industry is expected to enter a new growth cycle in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological iterations, leading to a spiral growth pattern of "increased volume and price + technological leap" [3] Group 1: Market Outlook - Global lithium battery production is projected to reach 2250 GWh by 2025, with a growth rate of 30% in 2026, and the energy storage sector is anticipated to grow by 48.3%, driven by both domestic and international demand [5] - There is a significant supply gap in battery cells and various materials, making supply chain stability and efficiency crucial for capitalizing on this growth opportunity [5] Group 2: Conference Details - The 2026 Lithium Key Materials and Applications Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4] - The conference will focus on three core topics: 1. In-depth discussions on cutting-edge technologies and market supply-demand dynamics 2. Announcement and award ceremony for the "Top Ten Lithium Material Brands of 2025" based on shipment volume, market share, and customer reputation 3. B2B procurement matching to connect top battery manufacturers and material suppliers [5][6][7] Group 3: Key Topics and Invited Speakers - The main forum will cover topics such as the outlook for lithium ore resource supply, operational strategies for lithium carbonate in the current market environment, and advancements in high-energy-density power battery technology [9] - Sub-forums will address various aspects of battery materials, including solid-state battery technology, market trends, and the impact of policies on energy storage projects [10][11]

Group 1 - On January 14, a block trade of 719,000 shares of Betterray (920185) was executed on the trading platform, with a transaction amount of 23.727 million yuan and a transaction price of 33.00 yuan, reflecting a premium of 0.30% over the closing price of the day [2] - In the past month, Betterray has recorded a total of 2 block trades, with a cumulative transaction amount of 30.127 million yuan [2] - The closing price of Betterray on January 14 was 32.90 yuan, showing a decline of 1.44%, with a turnover rate of 1.41% and a total transaction volume of 522 million yuan, indicating a cumulative decline of 3.80% over the past five days [2] Group 2 - The buyer of the block trade was Huatai Securities Co., Ltd., Shenzhen Yitian Road Rongchao Business Center Securities Business Department, while the seller was Zhongtai Securities Co., Ltd., Beijing Chaowai Street Securities Business Department [2]

Core Viewpoint - The lithium battery industry is poised for a significant growth cycle in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological advancements, leading to a "spiral rise" in both volume and price [3]. Group 1: Conference Overview - The 2026 Lithium Battery Key Materials and Applications Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4]. - The summit aims to address the supply-demand dynamics in the lithium battery sector, focusing on the critical materials needed for battery production and the expected supply shortages [5]. Group 2: Key Topics of Discussion - The conference will feature three main topics: 1. In-depth discussions on cutting-edge technologies and market supply-demand [5]. 2. Announcement of the "Top Ten Lithium Battery Material Brands of 2025," evaluated based on shipment volume, market share, and customer reputation [6]. 3. B2B procurement matchmaking to connect top battery manufacturers and material suppliers, enhancing resource matching and reducing procurement costs [7]. Group 3: Proposed Discussion Topics - Proposed topics for the main forum include: - Outlook on lithium ore resource supply for 2026 [9]. - Market environment discussions on lithium carbonate operations [9]. - Research and application of high-energy density power battery technology [9]. - Additional topics will cover trends in the global new energy vehicle market and the impact of policies on the lithium market [10][11]. Group 4: Participation and Costs - The participation fee for the conference is set at 2800 yuan per person, with a limited-time free attendance option available for the first 200 registrants [17].

Core Viewpoint - Fangyuan Co., Ltd. (688148.SH) announced that its shareholder, Betterray, plans to reduce its holdings by up to 5.1017 million shares, representing no more than 1% of the company's total share capital, due to business development needs [1]. Summary by Category - **Shareholder Action** - Betterray intends to reduce its stake in Fangyuan through centralized bidding transactions [1]. - The reduction period will commence 15 trading days after the announcement of the share reduction plan and will last for three months [1].

人民财讯1月12日电，企查查APP显示，近日，深圳市贝特瑞氢能新材料有限公司成立，法定代表人为 李子坤，经营范围包含：电子专用材料制造；新兴能源技术研发；新材料技术推广服务；电子专用材料 销售等。企查查股权穿透显示，该公司由贝特瑞旗下深圳市贝特瑞新能源技术研究院有限公司、深圳贝 研氢材投资合伙企业(有限合伙)共同持股。 ...

Core Insights - The core viewpoint of the article is the significant growth forecast for the global sodium-ion battery industry, particularly in the production and shipment of cathode materials by 2025, as detailed in the "2026 Global Sodium Battery Industry White Paper" published by Qidian Research Institute SPIR [2]. Group 1: Industry Overview - By 2025, the global shipment of sodium-ion battery cathode materials is expected to reach approximately 20,000 tons, representing a year-on-year growth of 122.2% [2]. - Among the cathode materials, the shipment of polyanionic cathode materials is projected to exceed that of layered oxides, with an estimated shipment of 14,000 tons, marking a staggering year-on-year increase of 366.6%. In contrast, the shipment of layered oxide cathode materials is expected to be 5,000 tons, reflecting a year-on-year decline of 16.6% [2]. Group 2: Price Trends - The average price of layered oxide cathode materials in 2025 is forecasted to be 38,000 yuan per ton, which is a decrease of 26.3% compared to the previous year [3]. - The average price for polyanionic cathode materials is expected to be 28,000 yuan per ton, showing a decline of 22.2% year-on-year [3]. Group 3: Leading Companies - The top 10 companies in the global sodium-ion battery cathode materials shipment for 2025 include: 1. Qiana Energy 2. Rongbai Technology 3. Sodium Innovation Energy 4. Yingna New Energy 5. Wanrun New Energy 6. Sodium Science Energy 7. Dangseng Technology 8. Jiangsu Xiangying 9. Sodium Far New Materials 10. Jinguang Energy [7]. - The next tier, companies ranked 11-20, includes: 11. Ruiyang New Energy 12. Green Beauty 13. Zhenhua New Materials 14. Yangguang Technology 15. Tongxing Haosheng 16. Taihe Technology 17. Better Energy 18. Shengna Energy 19. Chaona New Energy 20. Xinna New Materials [7]. Group 4: Market Segmentation - The top 10 companies in the shipment of polyanionic cathode materials include: 1. Qiana Energy 2. Rongbai Technology 3. Yingna New Energy 4. Wanrun New Energy 5. Jinguang Energy 6. Sodium Science Energy 7. Sodium Far New Materials 8. Ruiyang New Energy 9. Tongxing Haosheng 10. Taihe Technology [9]. - The top 10 companies in the shipment of layered oxide cathode materials include: 1. Sodium Innovation Energy 2. Rongbai Technology 3. Dangseng Technology 4. Jiangsu Xiangying 5. Zhenhua New Materials 6. Sodium Science Energy 7. Green Beauty 8. Better Energy 9. Yangguang Technology 10. Changyuan Lithium Technology [9].