Insight
Majors' results highlight growing problems in China’s anode market
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Key findings from our analysis of the 2023 financial results of the top six listed Chinese anode producers include: - The domestic anode industry is losing its previously soaring momentum, - Margin levels have been continuously squeezed in the oversupplied market of recent years, - Market evidence suggests a recent rebalancing of supply and demand.
Table of contents
- Domestic anode output loses momentum
- Margin squeezed by oversupplied market
- How has the Chinese anode market performed recently?
Tables and charts
This report includes the following images and tables:
- The top six anode producers lost market share in 2023
- Momentum in the anode market was cut in 2023
- The majors' sales still lags behind output
- Major Chinese anode producers reined in cost growth in 2023
- but most failed to see improved margins
What's included
This report contains:
