On January 13, 2021, the graphite electrode concept reported an increase in the afternoon, led by Hesheng Silicon (39.43, 4.589%), Fangda Carbon (7.25, 2.69%), Baosteel (6.47, 1.89%), Yunmei Energy (3.39) , 1.194%), Meijin Energy (6.14, 1.153%), etc. followed up. So, what are the listed companies related to graphite electrodes?
Hesheng Silicon Industry
The company is mainly engaged in the research and development, production and sales of silicon-based new material products such as industrial silicon and organic silicon. Currently, there are 30,000 tons of graphite electrode projects that have been completed and put into production and the project of 750,000 tons of electrodes that is under construction. These two projects The production of the company belongs to the subsidiaries Xinjiang West Hesheng Silicon Industry Co., Ltd. and Shanshan Longsheng Carbon Manufacturing Co., Ltd. The business scope includes the production and sales of electrode products.
High-power, ultra-high-power graphite electrodes and blast furnace carbon bricks were listed as the first batch of “Longhuo Boutique” by the People’s Government of Gansu Province.
The company has needle coke production equipment, but has not yet quantified the production of needle coke.
Baosteel Co., Ltd.
Mainly engaged in steel, its subsidiary Baosteel Chemical has needle coke production capacity.
The company’s main business is petrochemicals, with a small amount of petroleum coke production capacity, and its subsidiaries have asphalt business.
Main coking plant. Coal mine. For the development of coalbed methane, it was announced on October 9 that it intends to acquire more than 51% of the equity of Shanxi Jinzhou Chemical Co., Ltd., and the coal-based needle coke project with an annual output of 100,000 tons invested by Jinzhou Chemical has been completed and will soon enter the trial production stage. The main indicators of coal needle coke can reach the import level, and the raw material pretreatment will enter the commissioning stage at the end of October 2017.
Ever East shares
Mainly engaged in carbon black products and industrial naphthalene, light oil, washing oil and other coal tar processing products, it has a “planned” production capacity of 40,000 tons of needle coke, the raw material for graphite electrodes.