Benefiting from the demand for increased energy density in power batteries, the silicon carbon anode material market has experienced explosive growth. In October 2025, industry data shows that the global effective production capacity of silicon carbon negative electrode materials has exceeded 150000 tons per year, nearly doubling from 2024. At the technical level, processes such as porous silicon carbon composite structure and surface coating modification have become mainstream, effectively solving the problem of cycle life attenuation caused by volume expansion of silicon-based materials. A domestic research institution predicts that with the promotion of new battery technologies such as 4680 large cylindrical batteries and semi-solid state batteries, the penetration rate of silicon carbon negative electrode materials in the field of power batteries is expected to exceed 15% by 2026, driving the coordinated development of the upstream and downstream of the industry chain.