In 2022 H1, the global power and energy storage lithium-ion battery market showed a sustained and robust growth trend, while the demand in the consumer electronics market was weak. The domestic power market continued to maintain a strong growth trend, but the European power market demand is lowered than expected, affected by the conflict between Russia and Ukraine, the global epidemic, supply chain, logistics, etc. At the same time, the price of petroleum coke and needle coke, the raw materials of anode material, is increased, and graphitization processing capacity is tense, affected by the domestic epidemic. All these factors have brought specific pressures to the production and operation of anode materials. However, with the graphitization production capacity climbing of Inner Mongolia Zichen Xingfeng Phase II in 2022H2 and the 100,000-ton integrated project gradual operation of Sichuan Zichen Phase I in the future, the self-sufficiency rate of crucial process and production capacity of Zichen will be further improved. Its overall profitability is expected to be further strengthened.
In addition: Zichen’s first-generation silicon oxide material has entered the mass production stage, and the technological development of new-generation silicon-based products such as high-first-efficiency silicon oxide and high-capacity nano-silicon carbon has been completed. Zichen has pre-researched and explored porous silicon, hard carbon, soft carbon, super-theoretical capacity graphitization, lithium metal anode, and other new material technologies.
In addition: Zichen’s first-generation silicon oxide material has entered the mass production stage, and the technological development of new-generation silicon-based products such as high-first-efficiency silicon oxide and high-capacity nano-silicon carbon has been completed. Zichen has pre-researched and explored porous silicon, hard carbon, soft carbon, super-theoretical capacity graphitization, lithium metal anode, and other new material technologies.