The scarcity of this kind of assets is highlighted in the neck link of expanding the production of important materials for lithium batteries.

The demand for anode materials began to rise sharply in the fourth quarter of 2020. under the high pressure of national energy consumption control, the graphitization of domestic anode materials has been in a tense state since this year, and the price has continued to rise from a 20-year low of 12500 yuan / ton. the highest rate of increase has doubled.

Graphitization is one of the necessary processes of artificial graphite, accounting for more than 40% of the cost of the negative electrode, and it is one of the important links for negative enterprises to reduce costs. At present, the domestic graphitization capacity exceeds 800000 tons, and 40% of the graphitization capacity is distributed in Inner Mongolia. Due to the high energy consumption of graphitized production capacity, the operating rate of graphitized stock capacity in some areas is restricted, the landing of new capacity becomes more difficult, and the scarcity of graphitized assets is highlighted, which has become a bottleneck link of negative production expansion. In the first half of 2001, factors such as double control of energy consumption and environmental protection in Inner Mongolia were superimposed, and the production capacity of the main negative graphitization producing areas was only about 85% at most.

According to the theme database of the Financial Associated Press, among the relevant listed companies:

Cunninghamia lanceolata shares negative graphitization production capacity of 42000 tons / year.

Xiangfenghua has a production capacity of 30, 000 tons of anode materials, a fund-raising project is under construction of 30, 000 tons, and an integrated production base of mid-and high-end man-made graphite anode materials is planned for 60, 000 tons, totaling 120000 tons.