The 20,000 ton high-end anode material production line officially started, and Huiyang New Energy (EPOW.US), which is growing rapidly, is accelerating towards the leading position in the industry

Huiyang New Energy (EPOW.US), known as the “dark horse” of the anode materials industry, once again returned to the spotlight of the market as soon as the news that “the 20,000 ton high-end anode material production line has officially started” came out.

The Zhitong Finance App learned that Huiyang New Energy solemnly held the commencement ceremony of the “20,000 ton high-end anode material production line” in Anlong County, southwest Qianzhou on September 16. According to reports, the total investment of the project has reached 467 million yuan, and the planned production capacity is 20,000 tons of high-end anode materials. The main construction content of the project includes core components such as pre-carbonization, high-temperature carbonization, and automated finished product lines.

If you look at the business situation of Huiyang New Energy and new trends in the industry, it can be seen that the commencement of this new project is of great significance to Huiyang New Energy. This is not only an important sign of the company's rapid development, but also the key to its accelerated improvement in the market position.

According to the data, since 2022, Huiyang New Energy has shown explosive growth. Its revenue for 2022 to 2024 was US$38.1257 million, US$45.54 million, and US$64.977 million respectively. The year-on-year growth rates were 414.57%, 18.16%, and 44.28%, respectively. The strong growth potential is unquestionably evident.

The reason behind the explosive growth is mainly due to Huiyang New Energy's adoption of a correct product development strategy. Under the concept of technological innovation driving product strength improvement, it continues to expand in the field of energy storage and power batteries with products with significant differentiated competitive advantages, thus locking in long-term orders from leading lithium battery companies. In particular, in the energy storage segment, Huiyang New Energy has formed a racetrack card advantage, and the company's graphite anode product scale in the energy storage field ranks among the top three in the country.

Huiyang New Energy said that according to market demand and customer orders, the company expects shipments of graphite anodes to reach 40,000 to 50,000 tons in 2025, which is an increase of 41.84%-77.3% compared with 28,200 tons in 2024. Meanwhile, Huiyang New Energy's first phase production line base for lithium-ion battery anode materials in Qianxinanzhou, Guizhou Province, has an annual production scale of 50,000 tons. This means that in 2025, Huiyang New Energy's production line may already be at full capacity. As the company continues to grow rapidly, its production capacity is already relatively scarce, so it is necessary to start the construction of a “20,000 ton high-end anode material production line”.

According to reports, the newly built “20,000 ton high-end anode material production line” is expected to be put into use within this year, and after the project is completed, it will be of great benefit to Huiyang New Energy's profit release. It is important to know that with the continuous increase in Huiyang New Energy's shipping scale, the company's net loss in 2024 has been drastically narrowed, and in 2025, the company has begun to selectively execute high-margin orders on the basis of continued growth in shipment volume. Therefore, Huiyang New Energy is expected to turn a loss into a profit in 2025, and after the newly built “20,000 ton high-end anode material production line” project is completed, it is expected that it will increase Huiyang New Energy's annual sales volume by 800 million yuan and an additional annual profit of 120 million yuan. This will greatly increase the company's net profit and is expected to boost Huiyang New Energy's market value by a sharp rise.

From an industry perspective, the lithium battery and energy storage industries are showing clear signs of recovery at present. Thanks to the continued rise in sales of new energy vehicles, the unexpected explosion in the global energy storage market, and the rise of emerging application fields such as humanoid robots and low-altitude aircraft, market demand for lithium batteries has increased dramatically. For example, several brokerage firms have reported that the Ningde Era has revised the 2026 demand guidelines for suppliers to 1,100 GWh, a significant increase of 46% compared to previous expectations.

Furthermore, strong policy support and guidance will also accelerate the continuous growth of the lithium battery and energy storage industry. On September 12, the “Special Action Plan for Large-scale Construction of New Energy Storage (2025-2027)” issued by the National Development and Reform Commission and the National Energy Administration clarified the goal of doubling the domestic energy storage installed capacity by 2027, turning previous market predictions into a “bottom line of policy goals” that must be achieved. This may drive the lithium battery and energy storage industry into a new round of growth cycle.

It can be seen from this that Huiyang New Energy's “20,000 ton high-end anode material production line” was built not only to solve the shortage of production capacity in its own rapid development process. This is also a forward-looking layout for the company to take advantage of industry trends and work quickly. This is conducive to the rapid release of the company's newly built production capacity and the accelerated expansion of market size.

Furthermore, the total planned production capacity of Huiyang New Energy's lithium-ion battery anode material project in Qianxinanzhou, Guizhou Province is 100,000 tons. If subsequent market demand is strong, Huiyang New Energy can expand rapidly. At the same time, Huiyang New Energy's planned project in Fuyang City, Anhui Province, with a total production capacity of 210,000 tons of lithium battery anode materials has completed the early stages of construction such as EIA and planning, making full preparations for the expansion of production capacity. As can be seen from the production capacity plan, Huiyang New Energy's long-term development goal is to become a global leader in the anode materials industry.

It is worth noting that Huiyang New Energy's lithium-ion battery anode material project in Qianxinanzhou, Guizhou Province has been approved by the central government as a local science and technology development fund project (“China Pilot Project” for short), and has received 4.3 million yuan in development funding. This is also another strong proof that Huiyang New Energy continues to adhere to the concept of technological innovation to drive product strength improvement. This will play a key role in shaping the differentiated competitiveness of products through scientific and technological innovation.

It is foreseeable that with the rapid recovery in market demand, the expansion of production capacity, and the company's continued pursuit of differentiated product competitiveness, Huiyang Renewable Energy is expected to continue its rapid development trend, and its market share is also expected to continue to increase, which in turn will push the company to the head of the industry. At the same time, the scale effect brought about by the continued increase in market share will help accelerate the release of Huiyang New Energy's profits. At that time, Huiyang New Energy's intrinsic value is expected to achieve fissile growth. This may open up a large-scale market where Huiyang New Energy's value is being revalued, and it is worth investors' attention.