Status
Operational: Operating
Product: Coated powder. Capacity: legacy value hit the field limit (99.9); real figure is higher and not yet sourced.
World's largest anode material producer; ~25% global synthetic graphite market share; every major cell maker is a customer; needle coke from Chinese refineries; export restriction risk is single most acute battery supply chain chokepoint.
Customers and offtakers: CATL / Panasonic / Samsung SDI / LGES / Tesla.
Plant record
Plant record
| Company | BTR New Energy |
| Plant | Shenzhen Synthetic Graphite Base |
| City | Shenzhen |
| State or province | Guangdong |
| Country | China |
| Material | synthetic graphite |
| Product | Coated powder |
| Capacity basis | Legacy value hit the field limit (99.9); real figure is higher and not yet sourced |
| Status | operational |
| Status note | Operating |
| Scale | commercial |
| Start year | 1999 |
| Investment (US$ billion) | 1. |
| Customers and offtakers | CATL / Panasonic / Samsung SDI / LGES / Tesla |
| Carbon or silicon source | Petroleum coke (needle coke) |
| Geopolitical exposure | HIGH |
| Record updated | 2026-10 |
Official site: btrchina.com
In context
Where it fits
Listed in Anode Active Materials. Anode plants are compared on route (natural or synthetic graphite, silicon, hard carbon), the step they own (mining, graphitization, spheroidizing, coating), capacity and cell qualification; purification, graphitization and coating are the bottlenecks, not graphite itself.
| Plant | Country | Status |
|---|---|---|
| Shandong Synthetic Graphite Plant (BTR New Energy) | China | operational |
| Jixi Natural Graphite Base (Heilongjiang Aoyu Graphite) | China | operational |
| Inner Mongolia Graphite Plant (Kaijin New Energy) | China | operational |
| Yancheng Anode Base (Kaijin New Energy) | China | operational |
| Ningbo Carbon Composite (Kureha / BTR JV) | China | operational |
| Inner Mongolia Graphitization Base (Shanghai Putailai) | China | operational |
| Liyang Anode Base (Shanghai Putailai) | China | operational |
| Jiangxi Synthetic Graphite Base (Shanghai Putailai (Jiangxi Zichen)) | China | operational |
| Baotou Anode Base (Shanghai Shanshan) | China | operational |
| Changsha Synthetic Graphite Base (Shanshan Technology) | China | operational |
Sources
Sources and scope
- Scope
- Shenzhen Synthetic Graphite Base (BTR New Energy)
- Sources
- ElectronsX anode dataset; company disclosures and filings
- Updated
- 2026-10