new energy vehicle
【EAF Steel】Pressure on Exports, Development of EAF Steel Becomes a Key Priority
【EAF Steel】Pressure on Exports, Development of EAF Steel Becomes a Key Priority This week, domestic steel prices have shown slight fluctuations. While the futures market has slightly strengthened, the spot market remains cautious with a noticeable wait-and-see attitude. Rebar inventory has increased marginally. The price of graphite electrodes for electric furnace steel has fl... ...
【Calcined Coke】Market Stabilizes with Slight Improvement Since Early August
【Calcined Coke】Market Stabilizes with Slight Improvement Since Early August Market OverviewAs of August 26, the average price of calcined petroleum coke is 2,148 yuan/ton, remaining stable compared to the previous working day. The market for calcined coke is generally stable, though low-sulfur calcined coke is facing slow sales. Last week, the prices for calcined coke made from... ...
【Anode Materials】Order Volume Declines, Market Weakens
【Anode Materials】Order Volume Declines, Market Weakens 1. Key PointsCATL (Contemporary Amperex Technology Co. Ltd.) released its 2024 semi-annual report. The revenue from energy storage battery systems reached 28.82 billion CNY, a year-on-year increase of 3%, accounting for 17.3% of total revenue, with a gross margin of 28.87%, higher than the domestic average gross margin of 2... ...
【Anode Materials】Market Outlook for August
【Anode Materials】Market Outlook for AugustIn the first half of the year, the supply dynamics of anode materials underwent significant changes, with top companies further increasing industry concentration. The proportion of artificial graphite in anode products also rose by one percentage point. In July, the anode materials market largely executed previous orders, with increased... ...
【Anode Material】Shanghai Shanshan Continues to Lead in Artificial Anode Material in H1 2024
【Anode Material】Shanghai Shanshan Continues to Lead in Artificial Anode Material in H1 2024of 2024, Chinese domestic new energy vehicle (NEV) market continued to perform well, with production and sales reaching 4.929 million and 4.944 million units, respectively, representing year-on-year increases of 30.1% and 32%. The market share reached 35.2%. The energy storage market also... ...
【Anode Materials】 Order Execution and Stable Operation
【Anode Materials】Order Execution and Stable Operation1. 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 anod... ...
【Anode Materials】Made-to-Order Production Keeps Anode Material Prices Stable
【Anode Materials】Made-to-Order Production Keeps Anode Material Prices Stable1. Key Market Focus This Week1) 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-sea... ...
【Anode Material】Terminal Demand Surges! May Anode Production Hits Record High
【Anode Material】Terminal Demand Surges! May Anode Production Hits Record High In May 2024, China's anode material production reached 164,000 tons, up 4% compared to the previous month and up 27% year-on-year. Regarding this month's demand, on the power side, in May, following the release of the "Subsidy Implementation Rules for Car Replacement" policy, many car manufact... ...
【Anode Materials】Significant increase in anode production in March!
【Anode Materials】Significant increase in anode production in March! In March 2024, China's anode material production reached 144,870 tons, marking a 70% increase month-on-month and a 19% increase year-on-year. Looking at the demand for this month, in the power sector, March saw intense price competition among new energy vehicle companies, and new vehicle models drew signifi... ...
【CPC】Downstream Sentiment Remains Cautious, Market Shipments Moderate
【CPC】Downstream Sentiment Remains Cautious, Market Shipments ModerateOn September 20th, the average price of calcined petroleum coke in the market was 3,070 yuan/ton, down 34 yuan/ton, or 1.10%, from the previous working day. Currently, the low-sulfur calcined coke market has moderate shipments. Some calcined coke enterprises using Jinxi and Jinzhou petroleum coke as raw materi... ...
【EAF Steel】Pressure on Exports, Development of EAF Steel Becomes a Key Priority
【EAF Steel】Pressure on Exports, Development of EAF Steel Becomes a Key Priority This week, domestic steel prices have shown slight fluctuations. While the futures market has slightly strengthened, the spot market remains cautious with a noticeable wait-and-see attitude. Rebar inventory has increased marginally. The price of graphite electrodes for electric furnace steel has fl... ...
【Calcined Coke】Market Stabilizes with Slight Improvement Since Early August
【Calcined Coke】Market Stabilizes with Slight Improvement Since Early August Market OverviewAs of August 26, the average price of calcined petroleum coke is 2,148 yuan/ton, remaining stable compared to the previous working day. The market for calcined coke is generally stable, though low-sulfur calcined coke is facing slow sales. Last week, the prices for calcined coke made from... ...
【Anode Materials】Order Volume Declines, Market Weakens
【Anode Materials】Order Volume Declines, Market Weakens 1. Key PointsCATL (Contemporary Amperex Technology Co. Ltd.) released its 2024 semi-annual report. The revenue from energy storage battery systems reached 28.82 billion CNY, a year-on-year increase of 3%, accounting for 17.3% of total revenue, with a gross margin of 28.87%, higher than the domestic average gross margin of 2... ...
【Anode Materials】Market Outlook for August
【Anode Materials】Market Outlook for AugustIn the first half of the year, the supply dynamics of anode materials underwent significant changes, with top companies further increasing industry concentration. The proportion of artificial graphite in anode products also rose by one percentage point. In July, the anode materials market largely executed previous orders, with increased... ...
【Anode Material】Shanghai Shanshan Continues to Lead in Artificial Anode Material in H1 2024
【Anode Material】Shanghai Shanshan Continues to Lead in Artificial Anode Material in H1 2024of 2024, Chinese domestic new energy vehicle (NEV) market continued to perform well, with production and sales reaching 4.929 million and 4.944 million units, respectively, representing year-on-year increases of 30.1% and 32%. The market share reached 35.2%. The energy storage market also... ...
【Anode Materials】 Order Execution and Stable Operation
【Anode Materials】Order Execution and Stable Operation1. 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 anod... ...
【Anode Materials】Made-to-Order Production Keeps Anode Material Prices Stable
【Anode Materials】Made-to-Order Production Keeps Anode Material Prices Stable1. Key Market Focus This Week1) 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-sea... ...
【Anode Material】Terminal Demand Surges! May Anode Production Hits Record High
【Anode Material】Terminal Demand Surges! May Anode Production Hits Record High In May 2024, China's anode material production reached 164,000 tons, up 4% compared to the previous month and up 27% year-on-year. Regarding this month's demand, on the power side, in May, following the release of the "Subsidy Implementation Rules for Car Replacement" policy, many car manufact... ...
【Anode Materials】Significant increase in anode production in March!
【Anode Materials】Significant increase in anode production in March! In March 2024, China's anode material production reached 144,870 tons, marking a 70% increase month-on-month and a 19% increase year-on-year. Looking at the demand for this month, in the power sector, March saw intense price competition among new energy vehicle companies, and new vehicle models drew signifi... ...
【CPC】Downstream Sentiment Remains Cautious, Market Shipments Moderate
【CPC】Downstream Sentiment Remains Cautious, Market Shipments ModerateOn September 20th, the average price of calcined petroleum coke in the market was 3,070 yuan/ton, down 34 yuan/ton, or 1.10%, from the previous working day. Currently, the low-sulfur calcined coke market has moderate shipments. Some calcined coke enterprises using Jinxi and Jinzhou petroleum coke as raw materi... ...
