NBSS(SH:600884) 鑫椤锂电·2025-10-22 08:47Core Insights - The article highlights the upcoming "2026 Silicon-based Anode and Solid-state Battery Summit" and emphasizes the importance of industry collaboration and innovation in the lithium battery sector [1][7][15]. Event Details - The event is open to clients who have paid the two-day conference fee and will feature a deep dive into Shanghai Shanshan, a leading company in the carbon materials industry, focusing on its innovations and strategic layout in the anode materials field [2][8]. - The event will take place on November 11, 2025, at Shanghai Shanshan's headquarters, allowing participants to observe advanced production processes and engage with company executives [2][16]. Industry Overview - In the first half of 2025, the global lithium battery anode materials market continued to grow, with a production volume of 1.3025 million tons, representing a year-on-year increase of 34.7% [5]. - The market share of artificial anode materials increased by 6 percentage points to 92%, with notable growth in CVD new silicon anodes and improvements in hard carbon applications [5]. - The production of natural anodes declined by 15% year-on-year, indicating a shift towards artificial materials [5]. Market Trends - The global production of silicon-based anode materials reached 4,396 tons in the first half of 2025, marking a significant year-on-year growth of 76% [10]. - The commercial application of silicon-carbon anode materials is primarily concentrated in cost-sensitive sectors like consumer electronics and power tools, with increasing penetration in power battery applications expected [14]. - By 2028, the production of silicon-based anodes is projected to reach 25,300 tons, with a compound annual growth rate (CAGR) of 50% from 2024 to 2028 [14]. Challenges and Opportunities - Despite the promising growth, the industrialization of silicon-based anodes faces challenges such as intrinsic material defects, high process complexity, and insufficient industry chain collaboration [15]. - The summit aims to address these challenges by gathering experts and industry representatives to discuss technological trends, key scientific issues, and industrialization hurdles in silicon-based anodes and solid-state batteries [15].