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Pasokan-Permintaan Grafit Buatan Ketat dan Harga Sedikit Meningkat, Dukungan Biaya Grafit Alami Menjaga Stabilitas [Tinjauan Mingguan Pasar Bahan Baku Anoda Baterai Lithium SMM]

Telah Terbit: Jun 11, 2026 17:09
[SMM Tinjauan Mingguan Pasar Bahan Baku Anoda Baterai Lithium: Ketatnya Pasokan-Permintaan Grafit Buatan Menyebabkan Kenaikan Harga Sedikit, Biaya Grafit Alam Memberikan Dukungan dengan Operasi Stabil] 11 Juni: Minggu ini, harga beberapa bahan anoda grafit buatan mengalami sedikit kenaikan.

Berita SMM 11 Juni:

Minggu ini, beberapa harga material anoda grafit buatan mengalami sedikit kenaikan. Dari sisi biaya, bahan baku yang digunakan untuk kargo spot dan pemrosesan alih daya semuanya berasal dari pesanan harga tinggi sebelumnya, sehingga menimbulkan tekanan biaya produksi komprehensif yang signifikan bagi perusahaan, yang memberikan dukungan bawah yang kuat bagi harga pasar grafit buatan. Dari sisi penawaran dan permintaan, permintaan penggunaan akhir di hilir terus mengalir secara stabil, sementara pabrik anoda terkemuka memiliki kapasitas terintegrasi sendiri yang tidak mencukupi, menyebabkan celah pasokan yang efektif. Situasi penawaran-permintaan yang ketat mendorong sedikit kenaikan harga anoda grafit buatan. Permintaan hilir untuk anoda grafit alami tetap lemah, dengan transaksi pasar lesu. Sementara itu, marjin keuntungan turun ke tingkat rendah, membuat produsen sangat enggan menurunkan harga untuk menggerakkan barang. Batas bawah biaya mengunci ruang penurunan harga, menjaga harga pasar keseluruhan tetap stabil.

Ke depannya, celah penawaran-permintaan di pasar grafit buatan diperkirakan akan semakin melebar, dengan momentum kenaikan harga yang stabil. Harga material anoda grafit alami terkendala oleh permintaan yang lemah dan harga jual mendekati garis biaya, kemungkinan akan terus beroperasi stabil dalam jangka pendek.

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.

Untuk pertanyaan atau informasi lebih lanjut, silakan hubungi: lemonzhao@smm.cn
Untuk informasi lebih lanjut tentang cara mengakses laporan penelitian kami, hubungi:service.en@smm.cn
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Pasokan-Permintaan Grafit Buatan Ketat dan Harga Sedikit Meningkat, Dukungan Biaya Grafit Alami Menjaga Stabilitas [Tinjauan Mingguan Pasar Bahan Baku Anoda Baterai Lithium SMM] - Shanghai Metals Market (SMM)