From March 30th to 31st, 2026, the "2026 China Carbon Network Anode Materials Upstream and Downstream Conference" was held in Chengdu, Sichuan Province, organized by China Carbon Network. With the theme of "Gathering Forces for Coexistence, Linking the Future - New Opportunities, New Connections, New Ecosystem", the conference brought together over 300 enterprises from the entire anode materials industry chain, focusing on discussions and connections throughout the lithium battery anode materials industry chain.

The conference covered topics such as market supply and demand, price trends, and technological iterations, reaching a industry consensus that in 2026, structural excessive production capacity in the anode industry will narrow, while the high-end production capacity is in a tight balance; Prices will be in the process of bottoming and profit margin improve; Silicon-based anodes will accelerate their penetration of market share, and integration and greenification will become the industry standard; Upstream and downstream enterprises will lean to long-term cooperation and strengthen vertical integration.

More than 80 cooperation intentions were reached on-site, covering multiple fields such as raw material procurement and anode supply. The conference made it clear that the anode industry has entered a high-quality development cycle, and enterprises need to strictly control costs, develop high-end and silicon-based technology, and strengthen industrial chain synergy. It is expected that the industry's profitability will steadily recover in the second half of the year, and the industry ecosystem will become healthier.

Our company sent representatives to attend the conference. Our employees discussed the market supply and demand situation and felt the pulse of the market together with professionals in the industry.