Permintaan Lemah Mendominasi Tren Harga Kokas Mingguan, Pemulihan Produksi dan Peningkatan Pasokan Membebani Pasar Mendatang [Tinjauan Mingguan Pasar Bahan Baku Anoda Baterai Lithium SMM]

Telah Terbit: Jun 11, 2026 17:08

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[SMM Tinjauan Mingguan Pasar Bahan Baku Anoda Baterai Lithium: Lemahnya Permintaan Mendominasi Tren Harga Kokas Pekan Ini, Kembalinya Produksi dan Peningkatan Pasokan Menekan Prospek Pasar Berikutnya] 11 Juni – Minggu ini, harga penawaran kokas minyak bumi rendah sulfur Tiongkok turun, sementara harga kokas jarum mentah berbasis minyak bergerak sideways.

SMM, 11 Juni:

Minggu ini, harga kokas minyak bumi rendah sulfur di Tiongkok cenderung menurun, sementara harga spot kokas jarum hijau berbasis minyak bumi bergerak mendatar. Dari sisi permintaan, sentimen pembelian perusahaan hilir lesu, sehingga penjualan kargo spot tertekan; dari sisi pasokan, perusahaan yang menjalani pemeliharaan masih dalam siklusnya, tanpa fluktuasi signifikan secara mingguan. Secara keseluruhan, terbebani oleh permintaan yang lemah, harga kokas bahan baku anoda tidak memiliki momentum kenaikan dalam jangka pendek. Ke depannya, seiring kapasitas produksi yang bertahap pulih dari pemeliharaan dan pasokan yang diperkirakan meningkat, harga kokas kemungkinan tidak memiliki ruang kenaikan signifikan dalam waktu dekat. Perkembangan selanjutnya memerlukan pemantauan berkelanjutan terhadap fluktuasi biaya dan perubahan marjinal pasokan-permintaan.

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

Pernyataan Sumber Data: Kecuali informasi yang tersedia untuk publik, semua data lainnya diproses oleh SMM berdasarkan informasi publik, komunikasi pasar, dan mengandalkan model database internal SMM. Hanya untuk referensi dan tidak menjadi rekomendasi pengambilan keputusan.

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