2024上半年杉杉蝉联人造负极榜首
2024年07月18日
7月17日，ICC鑫椤资讯发布2024年H1锂电负极材料最新数据报告。数据显示，2024年H1全球锂电负极材料产量为96.7万吨，其中中国产量95.2万吨。人造负极材料市占率提升至86%，杉杉蝉联人造负极市占率榜首。
<p><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;">7月17日，ICC鑫椤资讯发布2024年H1锂电负极材料最新数据报告。数据显示，2024年H1全球锂电负极材料产量为96.7万吨，其中中国产量95.2万吨。人造负极材料市占率提升至86%，杉杉蝉联人造负极市占率榜首。</span></p><p><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><img src="https://www.ssgf.net/uploads/20240805/d89a7130227520eea89f62c184c5c890.png"/></span></p><p><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;">报告显示，2024年上半年，国内新能源汽车市场依然表现不俗，产销量分别达492.9万辆和494.4万辆，同比分别增长30.1%和32%，市场占有率达35.2%。不仅动力电池市场提前发力，储能市场也从三月份开始在需求及备库双重推动下，增长较为突出，主流电池生产企业增量明显。</span></span></p><p><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><img src="https://www.ssgf.net/uploads/20240805/ecbcaf8945917155c48ade014fbad13a.png"/></span></span></p><p><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;">受新能源汽车动力电池及储能电池等旺盛需求影响，负极材料市场旺季在今年3月就提前来临。ICC鑫椤资讯数据显示，3-5月负极材料环比出现了40%以上的增长。这也是上半年负极价格出现低位反弹的最有力支撑。从材料类型来看，上半年人造负极材料市占率提升2个点至86%，杉杉负极仍居市占率第一；硅基负极材料及硬碳材料也均有不同程度增长。</span></span></span></p><p><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><img src="https://www.ssgf.net/uploads/20240805/12b988a1a76fb49fc93d35115b7883b3.png"/></span></span></span></p><p><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF; box-sizing: border-box !important; overflow-wrap: break-word !important;">报告分析指出，综合来看，锂电负极材料行业价格已经全面筑底。</span><span class="wx_search_keyword_wrap" style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: var(--weui-LINK); cursor: default; font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF; box-sizing: border-box !important; overflow-wrap: break-word !important;">杉杉股份<em class="wx_search_keyword" style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important; display: inline-block; vertical-align: super; font-size: 10px; width: 1.2em; height: 1.2em; -webkit-mask-position: 50% 50%; -webkit-mask-repeat: no-repeat; -webkit-mask-size: 100%; background-color: var(--weui-LINK); -webkit-mask-image: url("data:image/svg+xml,%3csvg width='12' height='12' viewBox='0 0 12 12' fill='none' xmlns='http://www.w3.org/2000/svg'%3e%3cpath fill-rule='evenodd' clip-rule='evenodd' d='M7.60772 8.29444C7.02144 8.73734 6.29139 9 5.5 9C3.567 9 2 7.433 2 5.5C2 3.567 3.567 2 5.5 2C7.433 2 9 3.567 9 5.5C9 6.28241 8.74327 7.00486 8.30946 7.5877C8.3183 7.59444 8.3268 7.60186 8.33488 7.60994L10.4331 9.70816L9.726 10.4153L7.62777 8.31704C7.62055 8.30983 7.61387 8.30228 7.60772 8.29444ZM8 5.5C8 6.88071 6.88071 8 5.5 8C4.11929 8 3 6.88071 3 5.5C3 4.11929 4.11929 3 5.5 3C6.88071 3 8 4.11929 8 5.5Z' fill='%23576B95'/%3e%3c/svg%3e");"></em></span><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF; box-sizing: border-box !important; overflow-wrap: break-word !important;">2024半年报业绩预告也显示，公司负极材料业务通过加大市场拓展力度、进一步优化客户结构并与行业大客户深度绑定、持续保持产品迭代领先，实现了销量大幅提升。特别是2024年第二季度订单饱满，销量环比大幅增长，同时公司积极采取降本增效措施，第二季度净利润亦环比改善显著。</span></span></span></span></p>
<p><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;">7月17日，ICC鑫椤资讯发布2024年H1锂电负极材料最新数据报告。数据显示，2024年H1全球锂电负极材料产量为96.7万吨，其中中国产量95.2万吨。人造负极材料市占率提升至86%，杉杉蝉联人造负极市占率榜首。</span></p><p><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><img src="https://www.ssgf.net/uploads/20240805/d89a7130227520eea89f62c184c5c890.png"/></span></p><p><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;">报告显示，2024年上半年，国内新能源汽车市场依然表现不俗，产销量分别达492.9万辆和494.4万辆，同比分别增长30.1%和32%，市场占有率达35.2%。不仅动力电池市场提前发力，储能市场也从三月份开始在需求及备库双重推动下，增长较为突出，主流电池生产企业增量明显。</span></span></p><p><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><img src="https://www.ssgf.net/uploads/20240805/ecbcaf8945917155c48ade014fbad13a.png"/></span></span></p><p><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;">受新能源汽车动力电池及储能电池等旺盛需求影响，负极材料市场旺季在今年3月就提前来临。ICC鑫椤资讯数据显示，3-5月负极材料环比出现了40%以上的增长。这也是上半年负极价格出现低位反弹的最有力支撑。从材料类型来看，上半年人造负极材料市占率提升2个点至86%，杉杉负极仍居市占率第一；硅基负极材料及硬碳材料也均有不同程度增长。</span></span></span></p><p><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><img src="https://www.ssgf.net/uploads/20240805/12b988a1a76fb49fc93d35115b7883b3.png"/></span></span></span></p><p><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><span style="color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF; box-sizing: border-box !important; overflow-wrap: break-word !important;">报告分析指出，综合来看，锂电负极材料行业价格已经全面筑底。</span><span class="wx_search_keyword_wrap" style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: var(--weui-LINK); cursor: default; font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF; box-sizing: border-box !important; overflow-wrap: break-word !important;">杉杉股份<em class="wx_search_keyword" style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important; display: inline-block; vertical-align: super; font-size: 10px; width: 1.2em; height: 1.2em; -webkit-mask-position: 50% 50%; -webkit-mask-repeat: no-repeat; -webkit-mask-size: 100%; background-color: var(--weui-LINK); -webkit-mask-image: url("data:image/svg+xml,%3csvg width='12' height='12' viewBox='0 0 12 12' fill='none' xmlns='http://www.w3.org/2000/svg'%3e%3cpath fill-rule='evenodd' clip-rule='evenodd' d='M7.60772 8.29444C7.02144 8.73734 6.29139 9 5.5 9C3.567 9 2 7.433 2 5.5C2 3.567 3.567 2 5.5 2C7.433 2 9 3.567 9 5.5C9 6.28241 8.74327 7.00486 8.30946 7.5877C8.3183 7.59444 8.3268 7.60186 8.33488 7.60994L10.4331 9.70816L9.726 10.4153L7.62777 8.31704C7.62055 8.30983 7.61387 8.30228 7.60772 8.29444ZM8 5.5C8 6.88071 6.88071 8 5.5 8C4.11929 8 3 6.88071 3 5.5C3 4.11929 4.11929 3 5.5 3C6.88071 3 8 4.11929 8 5.5Z' fill='%23576B95'/%3e%3c/svg%3e");"></em></span><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; color: rgba(0, 0, 0, 0.9); font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 2px; text-align: justify; background-color: #FFFFFF; box-sizing: border-box !important; overflow-wrap: break-word !important;">2024半年报业绩预告也显示，公司负极材料业务通过加大市场拓展力度、进一步优化客户结构并与行业大客户深度绑定、持续保持产品迭代领先，实现了销量大幅提升。特别是2024年第二季度订单饱满，销量环比大幅增长，同时公司积极采取降本增效措施，第二季度净利润亦环比改善显著。</span></span></span></span></p>
