Benefiting from the growth in shipments of lithium battery anode materials, the spherical graphite industry has developed rapidly
Spherical graphite is made of high-quality high-carbon natural flake graphite as raw material, and uses advanced processing technology to modify the graphite surface to produce elliptical spherical graphite products. Spherical graphite has the advantages of low cost, good conductivity, high crystallinity, small void defects, uniform and fine structure, etc. It has the characteristics of green environmental protection and long cycle life, and has become an important negative electrode material in the production of lithium electronic batteries.
Natural flake graphite has the advantages of plasticity and floatability, and has high industrial value. Globally, natural flake graphite reserves are mainly concentrated in countries such as China and Brazil, which are also major natural flake graphite producing countries. In 2020, the global production of natural flake graphite is approximately 1.12 million tons, of which China’s production is approximately 400,000 tons. Although domestic natural flake graphite production is relatively high, it is still unable to meet market demand, and imports remain at a high level. In 2021, my country’s natural flake graphite imports will be about 60,000 tons.
Benefiting from policy support for the development of the new energy vehicle industry, my country’s lithium battery anode material shipments and market size continue to rise. In 2017, my country’s lithium battery anode material output was 15 tons, and will increase to 41 tons in 2021. In terms of market size, my country’s lithium battery anode material market size was 8.3 billion yuan in 2017 and will grow to 16 billion yuan by 2021.
The “China Spherical Graphite Market Analysis and Development Prospects Research Report 2022-2026” released by the Industrial Research Center shows that benefiting from lithium batteries With the growth in anode material shipments, my country’s spherical graphite market demand continues to rise, and sales have grown steadily. In 2017, domestic sales of spherical graphite were 62,000 tons, which will increase to 131,000 tons in 2021. In terms of market size, the domestic spherical graphite market size was 1.3 billion yuan in 2017 and will grow to 2.3 billion yuan by 2021.
Graphite plays an important role in the transformation of the global energy structure. It has attracted much attention from the United States, China, the European Union and other countries and regions, and they have issued policies to encourage the development of the graphite industry. In 2020, the Ministry of Industry and Information Technology of my country issued the “Graphite Industry Standard Conditions”, which enhanced the status of graphite resources, laid a foundation for the development of the spherical graphite industry, and will promote the rapid development of the industry.
There are many domestic spherical graphite manufacturers, mainly large-scale graphite deep processing enterprises, such as Yanxin Graphite, Aoxing New Materials, Moli New Materials, Jinhui Graphite, Harbin New Energy Materials, China Graphite, etc. Although there are many domestic graphite processing companies, most of them have not yet been listed. Beterui is the first domestic graphite deep processing listed company. Its main products include spherical graphite, natural flake graphite, etc., with revenue in 2021 of approximately 10.6 billion yuan, a year-on-year increase 138.02%.
Industry analysts said that spherical graphite is mainly used as anode material in the field of lithium batteries. Benefiting from the development of the new energy automobile industry, spherical graphite The graphite market demand continues to rise, and the industry has developed rapidly. my country’s natural flake graphite reserves are relatively high, so there are many domestic spherical graphite manufacturers, but most of them have not yet been listed. The market competition is fierce, the leading pattern has not yet emerged, and there are development opportunities in the future market.
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