SMM July 17 News:
This week, the graphitisation market prices showed a stalemate. Supply and demand side, with the accelerated advancement of integrated layouts by anode material companies, orders for graphitisation tolling services declined, and the pressure of supply surplus intensified daily. Cost side, the profit margin of graphitisation tolling services has reached the cost line, leaving buyers and sellers deadlocked in price negotiations, resulting in a pronounced market standoff. Looking ahead, demand side, although growth is expected, the traditional off-season is likely to limit any significant rise. The core issue of overcapacity is unlikely to be effectively resolved in the short term, and graphitisation tolling service providers may face capacity exits due to sustained losses. Under these circumstances, graphitisation tolling service prices are expected to rise slightly.
SMM New Energy Research Team
Cong Wang 021-51666838
Rui Ma 021-51595780
Disheng Feng 021-51666714
Yanlin Lyu 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
