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Graphite anode material price trends!


Against the backdrop of a general decline in commodity raw material prices in April, both supply and demand in the negative electrode material market have weakened. The overall focus has shifted toward cost reduction, with limited demand for high-priced raw materials. As a result, many companies are opting to substitute needle coke with lower-priced petroleum coke instead. As a consequence, both the prices of raw materials and processing fees for negative electrode materials have fallen to historically low levels, and both upstream and downstream players are adopting a cautious trading attitude. To secure orders, companies are lowering their prices across the board, while market demand remains weak and orders are scarce. Consequently, negative electrode material manufacturers continue to face significant pressure to offload inventory, and they are still primarily focused on clearing existing stock and procuring materials only as needed—adopting a rational approach to purchasing negative electrode materials. Overall, the trading atmosphere is unfavorable. The processing fee for graphite-based negative electrode materials has been reduced to near-cost levels, reaching its lowest point in three years. Currently, all types of graphitization furnaces have room for optimization and improvement; reducing costs and enhancing quality remain long-term challenges that each manufacturer must address. With declining production costs for negative electrode material companies and obvious price pressures from downstream markets, the overall performance of the negative electrode material market has been poor recently, lacking sufficient support to stabilize prices.

2023-04-29


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