【Anode Materials】 Order Execution and Stable Operation

【Anode Materials】Order Execution and Stable Operation

1. Market Focus This Week:

1) Production: Anode material inventories are currently under no pressure. Manufacturers are producing according to orders, with slight adjustments to operational loads.

2) Demand: The increase in sales of new energy vehicles and the rise in demand for power batteries provide some support for the anode market. Most anode materials are fulfilling previous orders. In the preparation process of anode materials, carburant is mainly used to enhance the material's conductivity and lithium storage performance.

2. Market Analysis This Week:

Artificial graphite market prices remained stable this week:

①　High-end power: 33,000-50,000 yuan/ton

②　High-end digital: 48,000-68,000 yuan/ton

③　Mid-end products: 23,000-35,000 yuan/ton

④　Low-end products: 15,000-22,000 yuan/ton

Natural graphite anode material prices stabilized after previous declines, with mid-end product prices at 33,000 yuan/ton.

3. Analysis of Raw Material Market Influencing Factors:

1) Petroleum Coke: The average price of low-sulfur petroleum coke fell by 6.4 yuan/ton this week. Recently, some Sinopec high-sulfur coke prices have been adjusted downwards to reduce the price difference with local refinery petroleum coke, enhancing competitiveness. In East China, the reduction was 50-120 yuan/ton, and in South China, it was 60-80 yuan/ton.

2) Needle Coke: Needle coke market prices remained stable this week, with manufacturers fulfilling order contracts and having ample orders. Mainstream prices for calcined needle coke are 6,500-7,800 yuan/ton, and raw coke is 5,200-5,500 yuan/ton.

4. Market Forecast for Next Week:

In the short term, anode material demand is expected to remain stable, with market prices holding steady.

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