GGII: In the first half of 2025, China's negative electrode material shipment volume reached 1.29 million tons, a year-on-year increase of 37%.

According to Zhitong Finance and Economics APP, data from GGII shows that the shipment volume of negative electrode materials in China in 2025H1 is 1.29 million tons, a year-on-year increase of 37%, with a growth rate lower than other major materials. This is mainly due to the expected price increase in the first half of 2024, leading to enterprise stocking up, resulting in a large base for shipment volume in the first half of 2024. It is estimated that the shipment volume of negative electrode materials in China in 2025 will exceed 2.6 million tons, with a year-on-year increase of more than 25%.