How to view graphitization supply-demand gap and price rise mapping under the effect of rapidly increasing demand and limited supply？

In 2021, graphitization price increase has become a key word in the negative electrode industry. Under the action of rapid demand growth and limited supply, graphitization price rise reflects not only the reshaping of the industrial profit chain, but also the acceleration of a new round (or the last round) reshuffle of the negative industry. Professional manufacturer provides ultra-high power graphite electrode. As the cold winter is approaching, under the new situation of increasingly strict double control of energy consumption, let's see the graphitization gap between supply and demand and price rise mapping and how negative electrode enterprises break through?

Development of graphitization technology

The graphitization process can be divided into continuous type and intermittent type. At present, the intermittent type is mainly used, and the intermittent type includes Acheson, Inner string and Box type. At present, Acheson graphitization furnace is widely used in the graphitization process. Its technical route is mature and operability is strong, but its energy consumption is high; The essence of the box furnace is to improve the use efficiency of the space in the furnace and reduce the power consumption and raw material cost by increasing the loading capacity of the single furnace. The Continuous graphite furnace needs to be broken through, and the carbonization process may take the lead.

Graphitization capacity and future supply and demand analysis

At present, the domestic graphitization capacity is about 800,000 tons, 40% - 50% of the capacity is distributed in Inner Mongolia. It is estimated that the domestic graphitization capacity in 2022/2023 years will be 1.11 million tons and 1.56 million tons respectively. It is assumed that the operating rate of graphitization in Inner Mongolia in the next two years is 70% - 80%, and that in non-inner Mongolia is 80-90%. The ratio of negative electrode production to actual demand is between 1.2-1.5, the artificial graphite production accounts for 80-90%, and the graphitization yield is about 90%. Then there will be a hard gap in graphitization capacity in 2022 years, and the graphitization capacity gap in 2023 years is expected to narrow, but it is expected to maintain a tight balance.

Graphitization prices continue to rise in the short term

Since the fourth quarter of 2020, the demand for negative electrode materials has increased significantly. Under the high pressure of national energy consumption control, the graphitization of domestic negative electrode materials has always been in a tight state since this year. The price has continued to rise from the lowest point of 12,500 yuan/ton in 2020. At present, the highest increase has doubled, and it is expected to exceed 30,000 yuan/ton by the end of the year , more graphitization information communicate with us.