Competition in the negative electrode material market intensifies, and leading companies expand and squeeze the market

The negative electrode material market is highly concentrated, with CR3 accounting for about 50% and CR6 accounting for about 75%. Industry leaders such as Putailai and Shanshan Co., Ltd. have expanded their production capacity, bringing huge pressure to second- and third-tier companies. In addition, many companies have terminated or stopped production of some negative electrode material projects.