According to a CITIC Securities report, silicon-based anode materials are poised to revolutionize the battery industry due to their exceptional specific capacity and rapid charging capabilities. Currently, these materials have seen substantial adoption in both consumer and power battery applications. By 2028, projections indicate that the demand for silicon-carbon anodes will skyrocket to 90,000 tons, propelling the market space to a staggering 22.8 billion yuan. The preparation of silicon-carbon anodes via the Chemical Vapor Deposition (CVD) method has emerged as the market's dominant trend, with critical focus areas encompassing raw materials, production equipment, and manufacturing processes. CITIC Securities holds a favorable view towards companies that have deep-rooted expertise in the silicon-based anode material industry, boasting core technologies and robust cost control capabilities.
