Harga Grafitisasi Stabil Minggu Ini, Sentimen Kenaikan Harga Tetap Kuat [Ulasan Mingguan Pasar Bahan Baku Anoda Baterai Lithium SMM]

Telah Terbit: Jun 11, 2026 17:08

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[Tinjauan Mingguan Pasar Bahan Baku Anode Baterai Lithium SMM: Harga Grafitisasi Stabil Minggu Ini, Sentimen Kenaikan Harga Tetap Kuat] Berita 11 Juni: Minggu ini, harga jasa tolling grafitisasi Tiongkok tetap stabil, sementara ekspektasi kenaikan harga terus berlanjut.

SMM, 11 Juni:

Minggu ini, harga jasa tolling grafitisasi Tiongkok tetap stabil, meskipun ekspektasi kenaikan harga tetap ada. Dari sisi permintaan, perusahaan anoda terintegrasi menghadapi kekurangan pasokan kapasitas grafitisasi sendiri, yang mendorong peningkatan pesanan outsourcing secara stabil. Dari sisi biaya dan pasokan, biaya pemrosesan tetap tinggi, pabrik jasa tolling grafitisasi mengalami margin tipis yang kronis, penghentian produksi dan pengurangan tungku meluas, dan pasokan pasar efektif ketat. Didukung oleh permintaan yang kuat, pasokan yang ketat, dan biaya tinggi, industri melihat suasana kuat untuk kenaikan harga. Namun, setelah sedikit penyesuaian di awal bulan, biaya pemrosesan secara keseluruhan tetap stabil minggu ini. Ke depan, industri memegang prospek optimis terhadap permintaan penggunaan akhir. Di hilir, untuk mengunci kapasitas pemrosesan dan memastikan pasokan yang stabil, mentalitas untuk mendorong harga lebih rendah secara bertahap melemah. Akibatnya, biaya pemrosesan jasa tolling grafitisasi diperkirakan akan naik secara stabil.

Tim Riset Energi Baru SMM

Wang Cong 021-51666838

Ma Rui 021-51595780

Feng Disheng 021-51666714

Lyu 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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