In the raw material market, the price of coal tar pitch soared again this month. At the end of the month, affected by the drop in coal tar price, the price of coal tar pitch dropped slightly. The price of coal tar pitch fluctuated at a high level, which still cannot meet the conditions for coal needle coke enterprises to start operations. In terms of oil slurry, the price of low-sulfur oil slurry has dropped sharply this month. By the end of the month, the price of medium-low sulfur oil slurry was reported at 4950-5150. The profit margin of oil needle coke companies has expanded, which will help oil needle coke companies to adapt flexibly In the market, according to industry insiders, some manufacturers have begun to buy oil slurry in group purchases, and the price of oil slurry has been lowered in the short term, which has certain demand support.
In terms of downstream, the graphite electrode market remains weak and stable this month, and the graphite electrode market price is stable. The price of the mainstream UHP600 in the market is 25,500-26,500 yuan/ton. The raw material demand for graphite electrodes is still weak, and there will be no improvement in the short term. In terms of the anode material market, the production and sales of leading enterprises in the anode material market have temporarily stabilized this month, and the production and sales of some small and medium-sized factories have declined. The price of anode materials has been reduced under the pressure of battery factories. Downstream battery factories are currently mainly digesting inventory and are cautious about purchasing anode materials. , This sentiment will also be transmitted to the upstream needle coke market. After the Spring Festival, the raw material stocks of battery companies and anode companies will be exhausted, and the needle coke market will pick up.
Overall, the needle coke industry is running at a high price this month, the start of coal needle coke has declined again, the demand for needles in downstream graphite electrodes and anode materials is weak, and the prices of needle coke raw materials diverge, but they all run at a high level and fluctuate , Needle coke is expected to recover after the Spring Festival, and various needle coke companies have firm confidence in the price.