Anode Material Market Brief: Soaring Raw Material Costs Underpin Stable Prices

Market Overview
Recently, the market for artificial graphite has remained generally stable, with major manufacturers primarily fulfilling existing contracts.

Price Range by Segment:

High-end Power Battery Products: 31,500 – 36,500 RMB/ton

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

Mid-range Products: 25,500 – 34,500 RMB/ton

Low-end Products: 19,500 – 25,500 RMB/ton

Driven by the continuous rise in raw material prices, production costs for artificial graphite have increased, providing strong support for anode material prices.

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🏭 Raw Material Market Dynamics

1. Petroleum Coke
Refineries under Sinopec and CNOOC are actively shipping with low inventory levels; some refineries have scheduled maintenance. Notably, low-sulfur coke in the Northeast region has achieved an "eight consecutive streak of increases," with single increments ranging from 30 to 220 RMB/ton.

2. Needle Coke
Market supply remains stable. Manufacturers are executing prior orders, and downstream buyers are actively restocking, resulting in a generally tight supply.

Oil-based Green Coke: Average price 7,200 RMB/ton (MoM +4.27%)

Oil-based Calcined Coke: Average price 8,600 RMB/ton (MoM +2.08%)

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🔮 Market Outlook

With raw material prices remaining firm and production costs for anode materials rising, the market is expected to remain mainly stable, with the possibility of sporadic price hikes.

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🏢 LINZHANG XINHUI CARBON CO., LTD

LINZHANG XINHUI CARBON CO., LTD has long specialized in the field of graphite products, dedicated to providing customers with high-quality graphite electrodes and carbon materials. Keeping pace with industry trends, the company leverages stable product quality and professional services to help downstream clients navigate market challenges such as raw material volatility. Against the backdrop of increasing cost support for anode materials, Xinhui Carbon will continue to provide reliable graphite solutions for the new energy, metallurgy, and chemical industries.