China's energy storage network: the price of the current negative materials including needle coke, coal tar, oil coke and coal tar are generally between 200% and 700%.In particular, the needle coke is subject to domestic environmental pressure, equipment maintenance, production capacity cannot be translated into production, and the price is likely to rise further.
Since the beginning of 2017, as a result of iron and steel industry supply side, environmental measures substandard DeTiaoGang gradually replaced by electric furnace steelmaking, and graphite electrode is an essential for eaf steelmaking, need to consume a large number of high quality petroleum coke and needle coke, triggering the explosive growth of artificial graphite cathode material requirement and price.
At present, the price of negative materials including needle coke, coal tar, oil coke and coal tar are generally between 200% and 700%.In particular, the needle coke is subject to domestic environmental pressure, equipment maintenance, production capacity cannot be translated into production, and the price is likely to rise further.
Although half a year to raw material prices continue to rise, but domestic anode materials and no obvious rise in price, most anode materials manufacturers have not eager to an increase in the price of the product, on the one hand is due to the contract period can ensure stable prices, on the other hand, the inventory is enough, in a short period of time can supply for production.
In the second half of the year, the price of raw materials is increasing, and the enormous cost pressures facing the negative material enterprises are imminent.As an example, the sales of the negative electrode materials rose 50.82% year on year, compared with the previous year, and the net profit growth was only 10.31%.
The company said that the net profit of the negative pole material was lower than the sales volume, the main reason was that the negative material price and the gross interest rate fell in the first half of the year, resulting in the compression of the profit space of the product.
Industry insiders also point out that, from the current price of raw materials price rise, alone the negative material enterprises cannot digest the pressure of raw materials.
At present, some artificial graphite anode materials enterprises have raised prices by 20% to 30%. Most enterprises are also studying the price increase of products. It seems that the negative material will usher in a wave of price increases.
An anode materials manufacturers, said given the current crazy rally of raw materials, the execution of the old contract, after the new order to renegotiate the price, product plan to increase about 20%, if the downstream manufacturers can not accept new pricing, will stop supply the corresponding products of the company.
At present, the price pressure of raw materials has been flowing downstream, and the supply of artificial graphite anode materials has been strained.The personage inside course of study points out that this was mainly affected by two aspects, one is because of the tight supply of raw materials anode materials in raw material prices, another is the cathode material in the process of production of graphite chemical sequence, graphitization foundry production enterprise is the key of the environmental protection department and supervision, the small factory, metal expansion, capacity is compressed;At the same time, the graphitization is also a requirement of steelmaking, and the graphite production enterprises usually give priority to the steel enterprises, so the production capacity of the artificial graphite graphite is further compressed.
With the rapid development of the new energy market, the market increment of the negative material has maintained rapid growth despite the cost pressures caused by the increase in raw materials.Anode materials, general manager of changsha star city PiTao pointed out that technology and market is relatively mature, the industrial chain structure more complete consolidation, the raw material prices is not normal, also won't affect company's overall strategy, the future for a period of time the raw material prices will surely fall, in the short term prices will gradually increase the leveling off.