【Graphitization】Estimated Capacity for May

In April, the average monthly price of graphitization was 10,513 yuan/ton, a decrease of 9% compared to the previous month. This month, the graphitization price showed a significant slowdown in decline as it approached the cost line, but there was no significant improvement in new orders. GPC product infornation for your further understanding. 

On the supply side, in April, the monthly independent graphitization capacity was 43,600 tons, and the supporting graphitization capacity was 142,900 tons, resulting in a total graphitization capacity of 186,500 tons.

It is estimated that in May, the monthly independent graphitization capacity will remain at 43,600 tons, while the supporting graphitization capacity will increase to 150,200 tons, resulting in a total graphitization capacity of 193,800 tons. Despite the continued decline in the operating rate of graphitization manufacturers this month due to the lack of significant improvement in downstream demand and low prices, the market supply capacity of graphitization still exceeds the current demand.

On the demand side,  currently, negative electrode manufacturers have accumulated a significant inventory of graphitization semi-finished products, and the situation of new orders in the downstream sector has only slightly recovered. Negative electrode manufacturers are mainly consuming semi-finished products and inventory at cost, resulting in reduced demand for contract manufacturers.

Price forecast for the future: Currently, graphitization prices have stabilized near the cost line. In the future, as the end market gradually recovers, there may be some improvement in graphitization orders. However, due to sufficient graphitization capacity, prices will mainly remain stable. Contact us for more information on the graphitization industry news.