【Negative Electrode Materials】The Current Market Analysis

As of May 25th, 2023, the latest market trend for negative electrode materials is as follows:

In April 2023, the cost of artificial graphite negative electrode materials (mid-range) was 25,344.2 CNY/ton, with a profit of 12,655.8 CNY/ton. This represents a decrease of 894.2 CNY/ton compared to April 2023. In April, the price of mid-range artificial graphite negative electrode materials was adjusted to 38,000 CNY/ton, a decrease of 4,000 CNY/ton, with a decline of 9.52%. Although the prices of raw materials such as needle coke and low-sulfur petroleum coke also saw a slight decrease, the overall profit margin of negative electrode materials decreased slightly. Obtain the specifications of graphite regenerated crucibles for negative electrodes.

The processing cost for graphitization processing in April 2023 was 9,960 CNY/ton, with a profit of 40 CNY/ton, representing a decrease of 160 CNY/ton compared to March 2023. In April, the profit margin for graphitization processing manufacturers remained meager, and some manufacturers experienced a downturn, leading to production shutdowns or reduced output.

Currently, the negative electrode material market is stable, and the operating conditions of negative electrode enterprises have slightly improved. Enterprises are adjusting their production plans based on comprehensive inventory levels and orders. However, leading enterprises still have high levels of semi-finished and finished product inventory. On the demand side, individual battery enterprises have stockpiling plans, but the actual increase in demand is limited. For more information on negative electrode accessories products, feel free to contact us.