SMM July 10 News:
This week, graphitisation prices remained stable. Supply-demand pattern, anode material producers accelerated integrated layout deployment, directly leading to a sharp reduction in graphitisation tolling services orders and intensifying market supply surplus pressure. Cost side, graphitisation tolling services profits hit the cost line, with buyers and sellers locked in price negotiation deadlock, resulting in a pronounced market stalemate. Looking ahead, demand side is expected to grow, but constrained by the traditional off-season, the increase is projected to be extremely limited, while the core issue of overcapacity is unlikely to be effectively resolved in the short term. Under these circumstances, subsequent graphitisation tolling services prices are unlikely to rise.
SMM New Energy Research Team
Cong Wang 021-51666838
Rui Ma 021-51595780
Disheng Feng 021-51666714
Yanlin Lü 021-20707875
Zhicheng Zhou 021-51666711
Haohan Zhang 021-51666752
Zihan Wang 021-51666914
Jie Wang 021-51595902
Yang Xu 021-51666760
Mengqi Xu 021-20707868
