Fujian Yuanli Active Carbon (SZ:300174) DT新材料·2025-10-22 16:05Core Viewpoint - Porous carbon materials effectively address the core issues of silicon-based anodes, aiding solid-state batteries in enhancing energy density and extending cycle life, thus accelerating the transition of silicon-based anodes from laboratory research to large-scale practical application [2] Market Demand - The global demand for silicon-carbon anode materials is expected to reach 22.8 billion yuan by 2028, with a significant increase in demand for high-performance porous carbon materials as a core raw material [3] - The demand for porous carbon is projected to reach 48,500 tons by 2030, with a market space exceeding 7 billion yuan, and a compound annual growth rate (CAGR) of 77.36% from 2024 to 2030 [4] Industry Events - The 9th International Carbon Materials Conference and Industry Exhibition will be held from December 9-11, 2025, in Shanghai, showcasing numerous representative companies in the porous carbon sector [5] Company Highlights - Haihua New Carbon Material Technology Co., Ltd. specializes in the production of carbon molecular sieves for PSA nitrogen production, recognized as a high-tech enterprise in Zhejiang Province [5][6] - Yuanli New Energy Carbon Materials (Nanping) Co., Ltd. is a leading company in the activated carbon industry, with over 100,000 tons of production capacity and a market share exceeding 40% [7] - Derui New Energy (Tongling) Technology Co., Ltd. focuses on high-end carbon materials and has a pilot production line with a capacity of 40 tons, aiming for a breakthrough of 400 tons by the end of the year [9] - Ba Zhong Carbon Atom New Material Technology Co., Ltd. has a production capacity of 50,000 tons for graphite anode powder and plans to establish a production line for silicon-carbon anode precursor materials by 2024 [14]