The production capacity of the main production area is limited, and the impact of the negative electrode graphitization capacity in October may exceed 50%

According to statistics from ICC Xinlu Information on October 9, overall, nearly 40% of the domestic anode graphitization capacity is concentrated in Inner Mongolia. The overall power cut in September will affect more than 30% of the graphitization capacity, and the impact is expected to exceed 50% in October. %. Coupled with the power curtailment in Yunnan and Sichuan, as well as the environmental protection and curtailment effects in other regions, the graphitization capacity is in a tight situation.

As of September 2021, the domestic anode material graphitization capacity is 820,000 tons, an increase of only 120,000 tons from the beginning of the year. Under the influence of dual control of energy consumption, the approval of the anode graphitization project is difficult, resulting in a delay in large numbers. Put new production capacity on the market. Affected by the shortage of market supply, the cumulative increase of graphitization has exceeded 77%.

The Securities Times cited industry analysis and pointed out that due to local government energy consumption control policies, environmental assessment pressures, frequent power cuts, and rising electricity tariffs, the release and expansion of negative electrode graphitization production capacity were not as expected, resulting in a growing supply gap. In addition, the graphitization processing construction cycle will take at least six months to one year. Even in the first half of next year, the graphitization capacity gap is still difficult to alleviate.