广东新增9万吨锂电材料改扩建项目

Group 1 - The core viewpoint of the article highlights the expansion of lithium battery anode material production capacity by Zhanjiang Juxin New Energy Co., Ltd., driven by the rising market demand for anode materials [1] - The project aims to increase spherical graphite production capacity from 30,000 tons per year to 50,000 tons per year, while also adding 30,000 tons per year of lithium battery anode material recycling capacity and 10,000 tons per year of high-carbon graphite capacity [1] - The new facility will cover an area of 23,333.36 square meters and will include a research and development building, raw material warehouse, and product warehouse [1] Group 2 - The expansion is influenced by a rebound in the anode material market, with average capacity utilization rates increasing by 5 percentage points year-on-year to 66% [3] - Companies in the industry, such as Zhongke Electric, reported significant revenue and profit growth, indicating high capacity utilization [3] - The demand for anode materials is expected to continue rising due to the growth in energy storage batteries and electric vehicles, potentially leading to further price increases [3]