On April 29, 2026, Zhongyi Group (Jilin) New Energy Technology Co., Ltd.'s 100kt/year sodium-ion battery hard carbon anode material project completed filing in Liuhe County, Tonghua, Jilin. The project has a total investment of 1.495 billion yuan and will be constructed in two phases, with plans to commence construction in December 2026 and complete in December 2029. The company is a Sino-foreign joint venture high-tech enterprise with existing capacity of 300,000 mt of anode materials. Leveraging green electricity production and over 100 patented technologies, it focuses on the sodium-ion battery anode material sector. North-east China, with its low-temperature adaptability and policy support, is becoming a hot topic for sodium-ion battery industry deployment. Jilin plans to achieve new-type energy storage ESS installations of no less than 3 million kW by 2030, continuously promoting sodium-ion battery R&D and extreme-cold testing base construction.

Recently, Jiana Energy's subsidiary Chibi Luoneng New Energy completed the filing for its sodium-ion battery biomass hard carbon anode project. With a total investment of 17 million yuan, the project will renovate 3,500 m² of factory space and is expected to produce 3,000 mt of sodium-ion battery biomass hard carbon anode annually, with construction planned to commence in May. Previously, Jiana Energy had established a 1,200 mt purified hard carbon pilot project in Huangshi. Combined with the launch of the Chibi project, the company's hard carbon anode capacity footprint is further expanding. Leveraging its iron-based polyanion cathode plus biomass hard carbon anode technology route, Jiana Energy continues to enhance its upstream and downstream sodium-ion battery industry chain, facilitating cost reduction and accelerating the scaling and industrialisation of the sodium-ion battery industry chain.

Recycling Industry Events This Week (April 4.27-4.30)

Recycling Industry Events This Week (April 4.20-4.24)

On April 9, the Ecological Environment Bureau of Ji'an City released the proposed acceptance public notice for the environmental impact report of the "Jiangxi Woquan Energy Technology Co., Ltd. Comprehensive Utilization of Spent Power Lithium-Ion Batteries and Silicon-Carbon Anode Material Manufacturing Project." The project mainly includes battery recycling and silicon-carbon anode material production. The battery recycling part will comprehensively utilize 120,000 tons of spent power lithium-ion batteries annually (40,000 tons of ternary lithium batteries, 80,000 tons of lithium iron phosphate batteries), and the silicon-carbon anode material part will produce 10,000 tons of silicon-carbon anode materials annually.

[SMM Analysis: Anode Material Achieves Track Upgrade Riding the Tailwind of Battery Cell Technology] The material upgrade demand on the battery cell side is effectively driving structural growth in demand for sub-segments such as silicon carbon anode, hard carbon anode, and high-end modified graphite.

[SMM Analysis: Surging Demand for Energy Density Presses the "Fast-Forward Button" on Silicon Carbon Anode Capacity Expansion] As the demand for high energy density from high-end batteries continued to surge, silicon carbon anode products based on the CVD route from top-tier enterprises successively passed downstream client verification and achieved large-scale shipments.

According to a report from "Xichang Release," the silicon carbon anode new materials project of Epnuo (Shenzhen) New Energy Technology Group Co., Ltd. (hereinafter referred to as "Epnuo"), located in Xichang County, Liangshan Yi Autonomous Prefecture, Sichuan Province, recently held a start production ceremony. It was reported that the Xichang Epnuo silicon carbon anode new materials project was both a key strategic move by the enterprise to seize market opportunities and expand its strategic layout, and a landmark project for Xichang to capitalize on the new energy trend and position itself in the new materials sector. The project primarily produces silicon carbon anode new materials, with products widely used in new energy, automotive, and energy storage fields. It features high technological content, broad market prospects, large investment scale, high input-output efficiency, relatively low energy consumption, and environmental friendliness.

The CLNB 2026 Solid-State Battery Conference was held in Suzhou in April, where experts reached a consensus that 2026-2030 will be a critical period for industrialisation. The conference focused on breakthroughs in technology pathways such as oxide and sulphide, elaborating on progress in mass production of lithium sulphide, innovations in high-specific-energy cathodes, and upgrades in equipment and processes.

As production order fully resumed after the Chinese New Year, the sodium-ion battery industry chain saw a strong recovery in March. Production across the four major segments—cathode, anode, electrolyte, and battery cell—posted substantial growth both YoY and MoM, with industry prosperity rebounding markedly.