Physix FrontierPhysix Frontier · News Briefing Card (TMTPost · Oct 15, 2026)
Silicon-Carbon Anode Industrialization Accelerates as Multi-Scenario Demand Drives Capital Bets
KEY FACTS
- BTR's 7,500-ton silicon-based capacity in Shenzhen has started production, with CVD silicon-carbon achieving volume supply.
- Putailai plans to build a 50,000-ton anode base in Malaysia and is preparing for an H-share listing within the year.
- Furi Co. acquired a 78.80% stake in Bosailisi for approximately 400 million yuan, at a value appreciation rate of about 194%.
- China's silicon-based composite material shipments reached 35,000 tons in 2025, up more than 65% year on year.
- GGII expects new-type silicon-carbon powder volume to grow more than 40-fold by 2030.
KEY DATA
35,000 tons2025 silicon-based composite material shipments
78.80%Furi Co. acquisition stake in Bosailisi
about 194%Bosailisi acquisition value appreciation rate
about 35 billion yuan2030 BBU backup battery market size
PHYSIX OBSERVATION
Silicon-carbon anodes are moving from high-end optional configuration to mainstream, but cost remains the key bottleneck. The influx of capital reflects real demand, yet the pace of industrialization depends on whether prices can fall to the economic inflection point. Companies need to focus on supply chain and process optimization, and avoid misjudging near the critical threshold.
Source: TMTPost report