China’s XFH to Launch Sichuan Anode Plant by End-2026

China’s XFH

Expanding Capacity to Meet Growing Battery Demand

Shanghai XFH Technology is set to begin operations at its new anode material production plant in Pengxi county, Suining city, Sichuan province, by the end of 2026. The facility will have a designed capacity of 140,000 t/yr for anode material and graphitisation, with construction having started in early 2022. This expansion underscores China’s commitment to strengthening its domestic lithium-ion battery supply chain.

Strong Growth and Strategic Partnerships

In 2024, XFH boosted its anode material capacity to 90,036 t/yr, a 12pc increase from 2023. Sales rose 11pc to 68,851t, while output climbed 13pc to 75,113t over the same period. The company supplies major global battery makers, including LG Energy Solution, Volkswagen, Gotion High-Tech, and BYD. SK On and Panasonic are currently certifying XFH’s products through small-batch trial production, highlighting its ambitions for broader global market penetration.

The Metalnomist Commentary

XFH’s Sichuan project positions the company to meet surging demand for lithium-ion battery materials while reinforcing China’s dominance in the EV supply chain. Its growing client list and steady production gains reflect strong competitiveness in the global anode market. If certification from SK On and Panasonic succeeds, XFH could secure an even stronger foothold in international supply agreements.