SMM, June 3:
This week, graphitisation prices remained stable. From the perspective of supply and demand, graphitisation tolling orders lack growth momentum, making it difficult to effectively absorb overcapacity, and the situation of oversupply persists. Looking ahead, with the cancellation of mandatory energy storage allocation in the ESS sector and the conclusion of auto sales in the NEV market, it is expected that the planned production of domestic anode material enterprises will struggle to increase; the overcapacity situation will be difficult to reverse; and the cost side may be further controlled as electricity rates decline. Therefore, it is anticipated that the subsequent prices of graphitisation tolling services may come under pressure.
SMM New Energy Research Team
Wang Cong 021-51666838
Ma Rui 021-51595780
Feng Disheng 021-51666714
Lv Yanlin 021-20707875
Zhou Zhicheng 021-51666711
Zhang Haohan 021-51666752
Wang Zihan 021-51666914
Wang Jie 021-51595902
Xu Yang 021-51666760
Xu Mengqi 021-20707868
