China Graphite Anode Capacity Expansion Accelerates with Xintaihe’s Phase-Two Build

Graphite Anodes

China graphite anode capacity expansion is gaining speed as Xintaihe commits to a second-phase plant. The China graphite anode capacity expansion plan adds 50,000 t/yr in Laixi, Shandong. This China graphite anode capacity expansion targets surging lithium-ion battery demand from EVs and energy storage.

Xintaihe doubles down on Laixi capacity

Xintaihe will start site work on 6 May 2026. It plans completion by 5 May 2029. The second phase adds 50,000 t/yr of graphite anode output. The first 50,000 t/yr phase entered production in August 2023. Therefore, the site will reach 100,000 t/yr at full ramp. The location supports clustered battery and materials logistics.

Rising competition and a larger market

Chinese peers are also expanding capacity. Guangzhou Rongjie Energy finished a 50,000 t/yr line and will begin trials this month. Meanwhile, the global graphite market should rise to $13.35bn by 2032. It stood at $8.32bn in 2025. EVs, stationary storage, electronics, and power tools drive this growth.

NEV momentum underpins anode demand

China’s NEV output hit 8.232mn units in January–July. Sales reached 8.22mn units. Both rose 39% year on year. As a result, anode demand looks firm into 2026–2029. Producers will compete on cost, yield, and fast-charge performance. Long lead times also favor early movers on capacity.

The Metalnomist Commentary

China’s graphite anode surge strengthens midstream dominance across EV supply chains. Watch feedstock diversification, energy intensity, and domestic recycling. These factors will shape cost curves as new capacity ramps.