[SMM Analysis: Surging Demand in H1 2026 Drives Industry Expansion, Anode Volume and Price Both Rise, Welcoming Recovery Opportunities] SMM July 3: In H1 2026, a surge in downstream demand drove steady improvement in the anode industry’s prosperity, significantly releasing overall market vitality.

Zhongke Electric recently announced its plan to terminate three anode material projects: the 130,000-tonne-per-year integrated lithium battery anode material project at the Ganmei Industrial Park (originally planned in 2022 and since suspended), the 100,000-tonne-per-year integrated project in Lanzhou New Area (also planned in 2022 and suspended), and the 100,000-tonne-per-year integrated anode material base project in Morocco (planned in 2024 and suspended). Separately, Tiantie Technology earlier announced the termination of its 100,000-tonne-per-year modified graphite anode material project in the Lujiang High-tech Zone, which had an originally planned total investment of approximately RMB 1.45 billion. Industry insiders believe that the anode material sector is now gradually moving beyond the stage of blind capacity expansion and entering a new phase of precise positioning, selective implementation, quality improvement, and efficiency enhancement, with the pace of capacity clearance continuing to accelerate.

Driven by the global energy transition and the ‘dual carbon’ goals, battery technology is evolving from a traditional electricity storage medium into a core engine reshaping transportation, consumer electronics, and even the energy internet. From fundamental breakthroughs in materials science to the industrialization of cutting-edge technologies such as solid-state and sodium-ion batteries, the battery industry is in a boom period of intense technological competition. This conference brings together the world’s top scholars, industry chain leaders, and capital forces, aiming to break down barriers between industry, academia, research, and application. We will delve into key topics including high energy density, ultimate safety, ultra-fast charging technology, and recycling and reuse, jointly drawing a new blueprint for a green, efficient, and sustainable energy future. Hubei Juchuan Gaore Zhongneng Equipment Co., Ltd. will attend this grand event, discuss industry development trends with industry peers, and work together to elevate battery technology to new heights. via the form and sign up now to attend the conference, witnessing and participating in this extraordinary and far-reaching industry event, and jointly create a brilliant new chapter! Juchuan Equipment is a service provider specializing in the R&D, design, manufacturing, installation, and commissioning of industrial furnace equipment, with its headquarters in Jiangxia District, Wuhan, Hubei Province. The company has been honored with numerous accolades, including provincial-level high-tech enterprise, ISO quality system certification, A-level taxpayer, and AAA-level credit enterprise. It currently employs over 60 staff and has a professional team with more than 10 years of experience in advanced furnace R&D, design, manufacturing, and service. Juchuan Equipment’s production site — Anhui Yongli Precision Industry — is located in Huaibei, Anhui Province, primarily engaged in tunnel kilns for the production of lithium battery materials. It has an annual production capacity of over 80 electric furnace equipment units (sets). By the end of 2025, Juchuan Equipment had supplied a total of over 300 furnace equipment units (sets) to various industries. To support the company’s operational development, the Huaibei factory was relocated back to Wuhan in 2024, and in 2025, the company initiated the planning and construction of an owner-built 20,000 m² factory. The company is dedicated to the manufacture of energy-saving and environmentally friendly furnace equipment. Its main furnace products include: large high-temperature roller hearth kilns, rotary kilns, mesh belt furnaces, tunnel kilns, box-type test furnaces, vacuum furnaces, shuttle kilns, and various other high-end heat treatment equipment. Its served industries cover: lithium battery cathode and anode materials, sodium-ion battery cathode and anode materials, magnetic materials, ceramic products, PTC and MTC materials, refractory materials, and other sectors. Main Furnace Types Long Press 2026 SMM Battery Technology Conference

[SMM Analysis: Intensive Filing and Landing of Integrated Anode Projects]In June 2026, multiple enterprises landed large-scale new integrated anode projects in Inner Mongolia, Guizhou, Sichuan and other places, leveraging self-supplied energy sources to support integrated graphitisation capacity and further consolidating their cost competitive advantages.

[SMM Analysis: Going Global Advantages Stand Out amid Patent Barrier Pressures; Analyzing the Industry Impact of the Silicon Carbon Anode Facing a US Section 337 Investigation] SMM, June 30: On June 18, 2026, a US domestic enterprise formally filed a Section 337 complaint with the US International Trade Commission (ITC).

Recently, the annual 50,000-ton LIB recycling anode material project was officially put into operation. According to public information, the project involves a total investment of RMB 1.06 billion, located in Dongbao Industrial Park, Jingmen. It consists of high-performance, multi-type graphite anode material recycling and repairing production lines, covering full processes including waste electrode sheet pulverizing, shaping & grading, acid washing & purification, low-temperature carbonization, high-temperature coating, mixing & screening, etc. After reaching full capacity, it will achieve an annual output of 50,000 tons of recycled graphite anode materials, with an estimated annual output value of RMB 350 million.