With the transformation of the global energy structure, the application of lithium batter￾ies in electric vehicles, energy storage, electronic products, and other fields is becom￾ing increasingly widespread. The global lithium battery production is expected to reach 1530 GWh in 2024, with a growth rate of around 25%. The demand for the negative electrode materials, a critical component of lithium batteries, is also expected to main￾tain a growth rate of around 20%.

According to ICCSINO data, the global production of anode materials is estimated to be 1.75 million tons in 2023, with a year-on-year growth of approximately 20%. Since 2023, the competition in the negative electrode industry has become more intense. The overall pattern of the lithium battery anode material market has not changed significantly, with companies like BTR, Shanshan Co., Zichen Technology, KAIJIN, Shangtai Technology, Zhongke Xingcheng, XFH, Dongdao Co., Kuntian Co., Jinhui Neng, and CarbonOne remaining industry focuses. In 2024, for the lithium battery neg￾ative electrode material market, it will still be a year of digesting supply surplus, with China holding a global market share of 98%, providing both opportunities and chal￾lenges for the negative electrode materials.

At the same time, the performance of anode materials directly influences the energy density, cycle life, and safety of lithium batteries. Therefore, research and development of lithium battery negative electrode materials have become a crucial focus in the global energy sector.

Furthermore, with the technological developments in the battery field, new types of batteries such as large cylindrical batteries, solid-state batteries/half-solid-state batter￾ies, sodium batteries, etc., have gradually entered the spotlight. Correspondingly, materials like silicon-based anode materials for large cylindrical batteries, metal oxides for solid-state batteries, metal sulfides for sodium batteries, and hard carbon for sodium batteries have gained widespread attention from the industry and the market.

On the other hand, traditional graphite anode materials still dominate the market. Amidst a domestic market with weak demand, industry chain companies have tasted the bitter fruit of disorderly capacity expansion. Except for a few leading companies, the net profits of other companies have experienced a decline. Additionally, coupled with the trend of decoupling from China to the United States, it will pose a significant challenge to traditional Chinese negative electrode material enterprises.

As 2023 is coming to an end, how will the landscape of lithium battery anode materials evolve in 2024? When will the decoupling from China to the United States substantially impact the Chinese anode materials market? Can the supply advantage of needle coke in the raw material market for lithium battery anode continue? Will the supply of natural graphite be further affected by regulatory measures? What impact will silicon-based anodes, metal oxides, metal sulfides, and hard carbon anodes have on the existing anode material system are questions that people are closely watching. Therefore, ICCSINO will host the "2024 Lithium Battery Anode Materials and Raw Materials Market Summit and the 6th International Natural Graphite and Application Market Summit" on March 27-28, 2024 (registration on the 27th) at the Yangzhou Crowne Plaza Hotel. Through technical sharing, business negotiations, exhibition displays, brainstorming, and other forms, the event aims to promote the research and development, technological iteration, supply-demand ooperation, and industrial prog￾ress of the entire lithium battery negative electrode industry chain. It also seeks to enhance exchanges in academic research, process practices, equipment applications, and ndustrialization construction, providing a platform for in-depth integration in the lithium battery negative electrode industry. ICCSINO looks forward to your participation!