The anode material market continues to perform well this week.
The current local graphitization operating rate is about 10% under the continuous increase of Inner Mongolia’s production restriction policy. Under the condition of limited graphitization production capacity, the cost of substituting processing continues to rise, and the production cost of anode manufacturers continues to increase.
Downstream demand continues to improve, power market demand continues to be high, the supply side is affected by the limited graphitization capacity, the release of negative electrode capacity peaks, short-term output increase is limited, and the supply is stable and the demand continues to be strong. It is getting stronger, but the current price increase is still in the process of negotiation under the long-term cooperation.