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Group 1 - The negative electrode sector, as a core part of the upstream battery supply chain, is facing challenges despite strong shipment growth. National negative electrode shipments are projected to reach 2.08 million tons in 2024, a year-on-year increase of 26%, but the average price for mid-range negative electrodes is expected to decline by 23% to approximately 17,500 yuan per ton, resulting in stagnant industry revenue [3][4]. - Profitability is deteriorating, with companies incurring losses of nearly 3,000 yuan for every ton of negative electrode sold by the end of December. Major players in the sector, including BTR (835185.BJ), Shanshan (600884.SH), and Putailai (603659.SH), have reported net profit declines exceeding 30% [4]. - Despite the challenges faced by leading companies, a second-tier manufacturer has emerged as a potential standout in the market [5].