In January, the domestic negative material market was sluggish and the product price remained steady. The current domestic negative material prices mainstream low-end products reported 2.6-3.2 yuan / ton, mid-mainstream products reported 4.8-6.2 million / ton, high-end products mainstream reported 7-10 yuan / ton. Into the domestic production of negative materials in January down, mainly due to the sharp decline in demand for battery manufacturers. Specifically, the majority of the decline in the output of some manufacturers obviously, especially the larger proportion of battery users. However, some small and medium sized anode material manufacturers have shown remarkable performance. According to a negative material manufacturer in Henan Province, said the recent negative orders for the company can still be the case, mainly the company faces the downstream are mainly electric tools and vulgar electric car manufacturers, shipments are acceptable, and not too obvious yield reduction . But it is worth mentioning that the needs of the digital market is acceptable, there is no significant fluctuations in the battery market to the fierce.

In addition, the Spring Festival holiday season approaching, most companies have a stocking needs, making the fast market demand as a clean market.

Industry Aspect: It is learned that the foundation stone laying ceremony for the graphite new material deep-processing project in Sichuan Province this week was held in the Gaoliangping Industrial Park in the eastern part of the country, marking the official start of construction of a deep processing project of graphite new materials with a total investment of 800 million yuan. The project covers an area of ​​about 100 mu and is constructed in three phases with a total investment of about 100 million yuan. The project mainly builds automated machining production lines of Acheson Graphite Furnaces, graphite electrodes and special graphite products and other ancillary facilities; 500 million, mainly for the continuation of graphite furnace string and the optimization and upgrading. New 40,000 tons of ultra-high-power graphite electrode production line and 8000 tons of negative electrode material production line.

Graphitization market: In January the domestic graphitization foundry market has declined, mainly due to the downstream negative electrode material orders generally decline. However, most negative manufacturers are still planning ahead of schedule, the volume of orders in the graphitization manufacturers did not significantly decline. Mainly is the current anode material graphitization foundry production capacity is still inadequate, although some of the recent graphitization capacity started to put into operation, but both require some run-in time to be fully operational. According to a graphite chemical company said that the current negative material graphitization foundry capacity, is expected to ease slowly until the second half. Graphitization foundry prices in 2.2-2.6 yuan / ton.

Raw Materials Market: In January, the domestic raw material market was strongly driven by the graphite electrode market. As a whole, the overall market rose slightly, especially in the low-sulfur coke market. It rose from RMB5,000 / ton at the beginning of the month to RMB9,200 / ton at the end of the month. Domestic needle coke price hike rate generally 3,000 yuan / ton. Import needle Fillipu 66 raised 300 dollars. As of the end of January, Daqing Petrochemical reported 9125 yuan / ton; Dagang Petrochemical reported 3600 yuan / ton; Fushun Plant reported 9200 yuan / ton, Jinxi Petrochemical 3650 yuan / ton. The price of natural graphite -195 mainstream reported 4400-5500 yuan / ton. Ball Graphite mainstream reported 17000-23000 yuan / ton. Now domestic needle coke price reported 21000-27000 yuan / ton, imported needle coke price 1800-4000 US dollars / ton. As for raw material prices in January, part of the negative company executives also said that as early as expected of this phenomenon, the supply of raw materials has started to be stocked at a time when the prices of raw materials dropped sharply in the fourth quarter of last year, and the current stock of raw materials can be used up to the second quarter.