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我国负极材料市场竞争格局
我国负极材料市场竞争格局
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所属报告:
福鞍股份-公司深度报告:环保工程优势巩固开辟锂电负极新成长级-20220124(34页).pdf
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负极材料集中度较高,目前负极材料已形成四大三小格局,贝特瑞、杉杉、璞泰来(紫宸)、凯金能源为头部一线企业,贝特瑞为天然石墨绝对龙头,人造石墨份额稳步提升。2020 年国内负极材料 CR5 占比 78%,其中贝特瑞占比 22%,江西紫宸占比 18%,杉杉股份占比17%,东莞凯金占比 14%,中科星城占比 7%。贝特瑞、杉杉、江西紫宸为中国传统负极三强,也是全球负极材料行业的头部企业;东莞凯金近年来出货量快速提升,主要受益于宁德时代动力电池装机量的增长,已开始跻身一线负极厂商的行列。中科星城、翔丰华、江西正拓等企业处于二线梯队,近年来也开始逐步向全球一线电池厂供货。日本三菱化学等国际厂商也在国内设厂,其余多为规模小、技术水平低的企业。2020 年贝特瑞、江西紫宸、杉杉、中科星城与翔丰华的负极材料销量分别达 7.5、6.3、5.9、2.4 与 1.5 万吨,同比分别增长28%、38%、24%、35%与-11%,呈现出强者恒强,行业集中度提升的局面。
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福鞍股份-公司深度报告:环保工程优势巩固开辟锂电负极新成长级-20220124(34页).pdf
天全福鞍高管情况
天全福鞍石墨化产能规划
主要负极材料企业扩产规划
锂电负极材料主要企业产能情况(万吨)
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