Effective Tolling Capacity Remained Tight, Graphitisation Tolling Service Prices Rose Steadily This Week [SMM Lithium Battery Anode Raw Material Market Weekly Review]

Published: Jun 4, 2026 17:04

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[SMM Lithium Battery Anode Raw Material Market Weekly Review: Effective Graphitisation Tolling Services Capacity Remained Tight, Graphitisation Tolling Services Prices Rose Steadily This Week] June 4: Graphitisation tolling services prices in China trended upward this week. Cost side, the industry's comprehensive processing costs remained elevated.

SMM June 4 News:

Graphitisation tolling services prices in China trended upward this week. Cost side, the industry's comprehensive processing costs remained elevated, forming a strong rigid cost floor; supply-demand side, leading integrated anode producers' proprietary graphitisation capacity operated at full load with tight self-supplied resources, and outsourced processing orders steadily increased, with sustained demand growth further tightening graphitisation tolling services supply. In summary, underpinned by the triple factors of strong cost support, recovering demand, and contracting supply, graphitisation tolling services prices rose steadily this week. Looking ahead, industry enterprises remain optimistic about subsequent market demand trends, and the tight supply pattern for graphitisation tolling services may further intensify. If costs do not pull back significantly going forward, the upward trend in graphitisation tolling services market prices is expected to continue.

SMM New Energy Research Team

Wang Cong 021-51666838

Ma Rui 021-51595780

Feng Disheng 021-51666714

Lv Yanlin 021-20707875

Zhou Zhicheng 021-51666711

Zhang Haohan 021-51666752

Wang Zihan 021-51666914

Wang Jie 021-51595902

Xu Yang 021-51666760

Xu Mengqi 021-20707868

Hu Xuejie 021-20707858

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