负极材料赛道上市公司应三方面入手谋突破

Core Viewpoint - The article emphasizes the increasing demand for customized anode materials in lithium batteries and suggests that companies in the industry should focus on three main strategies to achieve breakthroughs in a highly competitive market [1]. Group 1: Technological Innovation - Companies should prioritize technological innovation to forge differentiated competitive advantages, focusing on R&D to develop unique products and maintain generational advantages [1]. - Collaboration with academic institutions and research organizations is essential for accelerating the transformation of technological achievements [1]. - Continuous upgrades in equipment and iterative processes are necessary to reduce production costs and enhance competitiveness [1]. Group 2: Industry Chain Collaboration - Companies should adopt a "vertical integration" supplier management model to create value across the entire supply chain and establish strategic partnerships with upstream suppliers [2]. - Engaging in "business + equity" cooperation models with downstream enterprises can enhance customer loyalty and ensure the absorption of advanced production capacity [2]. - Implementing customized service strategies can help build long-term partnerships with customers, fostering mutual growth [2]. Group 3: Dynamic Capacity Adjustment - Companies need to possess keen market insight and flexibility to dynamically adjust capacity layouts in response to market changes [3]. - A dual strategy of "regional capacity + global market" should be implemented, utilizing energy cost advantages in low electricity price regions for green factory construction and selecting international logistics hubs for overseas operations [3]. - Monitoring policy changes and promoting green and intelligent upgrades of capacity are crucial, along with establishing demand monitoring models for agile adjustments in product structure and capacity deployment [3].