Xinlu Information: It is expected that the supply and demand structure of the negative electrode industry will improve by the end of 2026.

On March 13, Jinshi Data News, at the 2025 Lithium Battery Negative Electrode Material Market and Frontier Technology Summit, Xinda Information indicated signs of a Rebound in the negative electrode industry by 2025, and the situation of oversupply on the supply side will further improve. It is expected that by the end of 2026, the supply-demand structure may turn for the better, ushering in a new round of development cycle. Among them, the demand for fast-charging negative electrode materials will enter a period of rapid growth in 2025 and 2026.

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