Anode Material Market Luv luv: Soaring Raw Material Costs Underpin Stable Prices

Kev Ua Lag Luam Txheej Txheem
Tsis ntev los no, kev ua lag luam raudag graphitetau nyob ruaj khov, nrog rau cov tuam txhab loj feem ntau ua tiav cov ntawv cog lus uas twb muaj lawm.

Nqe Range los ntawm Segment:

High-Cov khoom siv roj teeb kawg:31,500 - 36,500 RMB/ton

High-End Consumer Electronics Products:45,000 - 65,000 RMB/ton

Cov khoom nruab nrab-ntau yam:25,500 - 34,500 RMB/ton

Tsawg- khoom kawg:19,500 - 25,500 RMB/ton

Tsav los ntawm kev nce ntxiv hauv cov nqi raw khoom, cov nqi tsim khoom rau cov khoom siv graphite tau nce, muab kev txhawb zog rau cov khoom siv anode nqi.

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🏭 Raw Material Market Dynamics

1. Petroleum Coke
Refineries nyob rau hauv Sinopec thiab CNOOC nquag xa khoom nrog cov khoom muag qis; qee qhov refineries tau teem sijhawm saib xyuas. Qhov tseem ceeb, qis -sulfur coke nyob rau thaj tsam Northeast tau ua tiav"yim sib law liag ntawm kev nce,"nrog ib qho kev nce ntxiv ntawm 30 txog 220 RMB / ton.

2. Koob Coke
Kev ua lag luam tseem nyob ruaj khov. Cov neeg tsim khoom tau ua tiav cov lus txiav txim ua ntej, thiab cov neeg yuav khoom hauv qab tau nquag rov ua dua tshiab, ua rau cov khoom siv nruj heev.

Roj-raws li Green Coke:Tus nqi nruab nrab 7,200 RMB / ton (MoM +4.27%)

Roj-raws li Calcined Coke:Tus nqi nruab nrab 8,600 RMB / ton (MoM +2.08%)

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🔮 Market Outlook

Nrog rau cov nqi raw khoom tseem tshuav ruaj khov thiab cov nqi tsim khoom rau cov khoom siv anode nce, kev ua lag luam yuav tsum nyob twj ywmfeem ntau ruaj khov, nrog rau qhov muaj peev xwm ntawm tus nqi nce siab.

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🏢 LINZHANG XINHUI CARBON CO., LTD

LINZHANG XINHUI CARBON CO., LTDtau ntev tshwj xeeb hauv kev lag luam graphite cov khoom lag luam, mob siab rau muab cov neeg siv khoom nrog siab -zoo graphite electrodes thiab cov ntaub ntawv carbon. Ua raws li kev lag luam tiam sis, lub tuam txhab leverages ruaj khov cov khoom zoo thiab cov kev pab cuam tshaj lij los pab cov neeg siv khoom downstream nrhiav kev cov nyom hauv kev lag luam xws li cov khoom siv raw volatility. Tawm tsam cov keeb kwm yav dhau los ntawm kev txhawb nqa tus nqi ntxiv rau cov khoom siv anode, Xinhui Carbon yuav txuas ntxiv muab cov kev daws teeb meem graphite txhim khu kev qha rau lub zog tshiab, metallurgy, thiab kev lag luam tshuaj.