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The core raw materials for negative electrode materials are set to receive a major boost.
In today’s increasingly competitive global landscape of the new-energy industry, China’s lithium-ion graphite anode materials have once again demonstrated their unshakable position. Recently, a statement from the U.S. Treasury has drawn widespread attention from the global automotive industry: According to Reuters, the U.S. Treasury recently indicated that it would provide automakers with greater “flexibility” regarding the mineral requirements for batteries used in electric vehicles under the electric-vehicle tax credit program. Among these critical minerals is graphite sourced from China.
2024-07-19
Breaking! Battery factory on fire!
At around 10:31 a.m. local time on the 24th, a fire broke out at ARICELL, a battery manufacturing plant located in Seosin-myeon, Hwaseong-si, Gyeonggi-do, South Korea.
2024-06-24
Are lithium-ion battery anode materials set to become more expensive?
Since Q2, capacity utilization rates among leading negative-electrode manufacturers have been fully booked, yet the industry’s overall utilization rate remains low, and market share is clearly concentrated among the top players. As early as Q1, Company B had already raised prices once in its tender process; this latest round of price increases in bidding further confirms that negative-electrode prices have now reached the industry’s bottom level. With the peak production season approaching in the second half of the year, leading companies are expected to raise their prices.
2024-06-06
China Graphite: Net profit for 2023 is expected to be between 19 million and 22 million yuan.
China Graphite (02237.HK) announced that the Group expects to record a net profit after tax for the full year 2023 of approximately RMB 19 million to approximately RMB 22 million, representing a decrease of roughly 72.2% to 75.9% compared to the net profit after tax of approximately RMB 79 million for the year ended December 31, 2022.
2024-03-26
2024 Negative Electrode Material Industry Trend Analysis
Data shows that in 2023, China's shipments of lithium-ion battery anode materials reached 1.65 million tons, a year-on-year increase of 21%, which was lower than the growth rate of China's lithium-battery industry.
2024-02-22
The market price of petroleum coke is expected to stabilize, and local refineries’ coke prices are gradually stabilizing as well.
Today, the spot prices at major refineries remained stable, while the price fluctuations for coking coal at local refineries have narrowed somewhat.
2023-11-29
The petroleum coke market is well-supplied, putting downward pressure on coke prices at some refineries.
Today, the petroleum coke market remained largely stable. This week, CNOOC’s refineries lowered their coke prices slightly; in the independent refinery market, shipments varied, and some refineries faced downward pressure on coke prices.
2023-11-22
To effectively recycle and reuse renewable resources, we must accurately identify the root causes and target the right points.
At the consultative symposium on “Accelerating the Establishment of a Recycling and Utilization System for Renewable Resources in the New Energy Industry” held by the National Committee of the Chinese People's Political Consultative Conference on November 10, Ong Zuliang, a member of the CPPCC National Committee, Party Secretary and Chairman of China Minmetals Corporation, highlighted two major challenges.
2023-11-15
China Carbon Network warmly congratulates the successful conclusion of the 4th Session of the 7th Membership Congress of the China Carbon Industry Association and the High-Level Forum on the Development of the Carbon Industry!
On November 8, 2023, the 4th Session of the 7th Congress of Members of the China Carbon Industry Association and the Summit Forum on the Development of the Carbon Industry were held in Pingdingshan City, Henan Province. China Carbon Net also joined colleagues and friends from across the industry in Pingdingshan, working together to contribute to the advancement of China’s carbon industry!
2023-11-08
Prices are nearing cost levels! The negative electrode industry is suffering from overcapacity.
Overcapacity in negative electrode materials, a slowdown in sales growth of new-energy vehicles, a significant year-on-year decline in negative electrode material prices, and narrowing profit margins across the industry—multiple factors are converging to make the operating environment for negative electrode companies increasingly challenging.
2023-11-03