Jinchang fully building a trillion-yuan new energy and new energy battery industry chain

The trace

How it reaches your house.

Starting from Shanshan Energy Technology Co., Ltd., we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.

1. First impact

   Semcorp (Sinoma Lithium Battery Separator / Senior) →Prices rise

   Battery separator film

   A large battery-capacity buildout should lift demand for separator film, and the edge's 10% share plus 18-month replacement time suggests the market can reprice upward rather than absorb it quickly.

   81% confidence

   Shanshan Energy Technology Co., Ltd. →Prices rise

   Synthetic graphite (anode grade)

   A major battery-capacity expansion should lift demand for this company’s anode-grade synthetic graphite input; with 18% exposure, low substitutability, and a 36-month replacement lead time, the input is likely to face tighter supply and higher prices.

   76% confidence

   BTR New Energy Materials →Prices rise

   Synthetic graphite (anode grade)

2. Hop 2

   Grid-Scale Battery Storage (LFP/Li-ion) →supply up

   China

   The Jinchang battery-chain buildout is in China, and China already accounts for 75% of this input's supply, so the node's availability in China rises materially.

   93% confidence

   Lithium-ion battery cells (prismatic, cylindrical, pouch) →supply up

   Vehicles and light trucks

   More lithium-ion cell capacity eases a critical 0.85-dependent input for vehicle and light-truck assembly, so availability rises.

   92% confidence

   Synthetic graphite (anode grade) →Stands to benefit

   China

   China accounts for 92% of synthetic graphite supply, so a domestic battery-chain buildout should most strongly lift Chinese production and pricing.

3. Hop 3

   Residential Electricity →supply up

   Grid-Scale Battery Storage (LFP/Li-ion)

   The stated battery-industry expansion should increase available grid-scale LFP/Li-ion storage, a direct input to residential electricity on this graph, though the dependency is only partial.

   78% confidence

   Asahi Kasei →Prices rise

   Battery separator film

   Jinchang's battery-industry buildout should lift separator-film demand, and Asahi Kasei's 25% share with low substitutability (0.22) and an 18-month replacement time makes separator-film pricing likely to tighten.

   78% confidence

   BYD Company Limited →supply up

   Grid-Scale Battery Storage (LFP Lithium Iron Phosphate)

4. Hop 4

   Sodium-Ion Battery Cells (Na-ion, No Lithium/Cobalt/Nickel) →supply up

   China

   China accounts for 88% of this input's country supply share, so a Jinchang-led capacity buildout should most directly raise local availability there.

   88% confidence

   Sodium-Ion Battery Cells (Na-ion, No Lithium/Cobalt/Nickel) →supply up

   Contemporary Amperex Technology Co. Limited300750.SZ

   CATL has a 60% linked market share and a 24-month replacement window, so expanded sodium-ion cell capacity in China should materially improve its input availability.

   79% confidence

   Air Products & Chemicals, Inc. →Delays

   Cryogenic cold boxes and heat exchangers