【Negative Electrode Materials】Prices Stabilize, Gradual Recovery in End-user Demand

Mainstream negative electrode materials, natural graphite, are priced at 40,000-42,000 RMB/ton, while artificial graphite ranges from 32,000-38,000 RMB/ton, and mesocarbon microbeads are priced at 65,000-70,000 RMB/ton. Learn more about the price of calcined coke...

Supply: The production of negative electrode materials remains stable, with slow improvement in capacity, and inventory still needs time to be consumed.

Demand: Demand for negative electrode materials is gradually increasing, with downstream essential replenishment and cautious purchasing behavior.

Petroleum coke: The domestic petroleum coke market shows overall moderate trading activity, with stable prices in the mainstream market transitioning, and refinery markets actively delivering with narrow price fluctuations.

Needle coke: The needle coke market has limited transactions, with downstream demand primarily focused on as-needed procurement. Mainstream prices for raw needle coke range from 5,200-5,600 RMB/ton, while for calcined needle coke, they range from 7,800-9,300 RMB/ton.

There has been a slight increase in orders for negative electrode materials, and downstream demand is slowly recovering. However, purchasers are cautious and inclined to negotiate prices, resulting in a weak and stable price trend for negative electrode materials. Follow us to continue paying attention to the negative electrode material market.