【Anode Materials】Made-to-Order Production Keeps Anode Material Prices Stable

1. Key Market Focus This Week

1) Production: Leading anode material manufacturers are operating at full capacity and have outsourced some processing, ensuring ample supply.

2) Demand: Demand from the downstream new energy vehicle sector remains strong, while the consumer battery industry is in its off-season.

2. Weekly Market Analysis

Artificial graphite prices remained stable this week. High-end power battery materials are priced at 33,000-50,000 RMB/ton, high-end digital battery materials at 48,000-68,000 RMB/ton, mid-range products at 23,000-35,000 RMB/ton, and low-end products at 15,000-22,000 RMB/ton.

3. Analysis of Raw Material Market Influencing Factors

1) Petroleum Coke: Domestic petroleum coke supply remains sufficient. Downstream companies are mostly cautious and purchase as needed. The domestic petroleum coke market is expected to transition smoothly next week, with some refineries making minor price adjustments based on inventory levels. Graphitized petroleum coke, used as a raw material, is widely applied in various fields including automotive, construction, machinery manufacturing, and petrochemical industries.

2) Needle Coke: This week, the needle coke market saw stable trading and full order books, with manufacturers scheduling production accordingly. Transaction prices remain stable. The mainstream price for calcined needle coke is 6,500-7,800 RMB/ton, and raw needle coke is 5,200-5,500 RMB/ton.

4. Market Forecast for Next Week

In the short term, it is expected that low-end prices from leading anode material companies will see a slight increase, while the majority of anode material products will continue to run at stable prices.

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