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Weekly review: Anode market performance is flat and future market expectations are cautious (10.14-1

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ICC: Anode material market price changes little this week, anode manufacturers are cautious about the future market, although some manufacturers have expanded production, but the increase does not increase the price, most manufacturers are still to reduce costs and increase efficiency as the main strategy, and strive to reduce costs and improve competitiveness. Some enterprises also attach importance to capital management to ensure the stability of cash flow, in order to cope with the subsequent demand is still not significantly pick up the market environment. The support effect of upstream graphitization on anode  materials is not obvious, and the price of anode materials is limited, mainly to maintain stability.
 
In terms of raw materials, the needle coke market runs smoothly, the needle coke manufacturers ship according to order, the new demand for anode materials is not much, the graphite electrode just needs to be purchased, and the needle coke enterprises have a low load. The overall shipment of low sulfur coke is not high, the refinery has inventory accumulation, and the short-term low sulfur coke price is expected to decline.
 
Graphitization foundry market trading compared to the cold, the subsequent rebound power is insufficient, as of now, the mainstream trading price of box furnace is reported at 0.85 to 10,000 yuan/ton, and the mainstream trading price of Acheson furnace is reported at 1-12,500 yuan/ton.
 
In general, the anode material market is difficult to see significant improvement in price and downstream demand in the short term, mainly focusing on the cost reduction effect within the enterprise.
 
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