Outsourcing Demand Continues to Surge, Graphitisation Processing Fees Rise Steadily [SMM Lithium Battery Anode Raw Material Market Weekly Review]

Published: Jun 18, 2026 16:49

Save

[SMM Lithium Battery Anode Raw Material Market Weekly Review: Tolling Demand Continues to Surge; Graphitisation Processing Fees Rise Steadily] June 18 News: This week, China’s graphitisation tolling prices edged up slightly. Demand side, first- and second-tier anode producers’ own integrated capacity is in short supply.

SMM June 18 news:

This week, China’s graphitisation tolling service price edged up. Demand side, Tier 1 and Tier 2 anode manufacturers were short of their own integrated capacity, which drove sustained growth in graphitisation tolling orders. Cost and supply side, toll graphitisation plants had long been in a low-margin zone; production halts and furnace reductions were widespread, so effective processing capacity was tight and processing enterprises were less willing to take orders at low prices. Under the combined effect of recovering demand, tight supply, and rigid cost support, market expectations for price hikes continued to intensify, pushing the graphitisation tolling price to edge up this week. Looking ahead, downstream demand continues to improve. To ensure stable supply, downstream buyers' mentality of pushing for lower prices is gradually weakening. It is expected that the graphitisation tolling processing fee will rise steadily.

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

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or for more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

6 mins ago

[SMM Weekly Review] The hydrometallurgy recycling market this week: ternary and pure cobalt payables were slightly lowered, and market transactions were sluggish (Jun. 14-18, 2026).

Raw material side, this week lithium carbonate and nickel sulphate prices fluctuated, while cobalt sulphate prices continued to decline.

6 mins ago

14 mins ago

[SMM Manganese Ore Weekly Review] Under Strong Costs and Weak Demand, Wait-and-See Sentiment Prevails in Manganese Ore Trading

June 18: North China ports: South African high-iron manganese ore: 31.4-32.1 yuan/mtu, flat WoW; South African semi-carbonate: 37.5-38 yuan/mtu, down WoW; Gabonese ore: 40.6-41 yuan/mtu, down WoW; 46% Australian lumps: 43.3-43.8 yuan/mtu, down WoW; South African medium-iron ore: 37.5-38 yuan/mtu, flat WoW. South China ports: South African high-iron manganese ore: 34.1-34.6 yuan/mtu, flat WoW; South African semi-carbonate: 36.5-37 yuan/mtu, flat WoW; Gabonese ore: 41-41.5 yuan/mtu, down WoW; 46% Australian lumps: 43.5-44 yuan/mtu, flat WoW; South African medium-iron ore: 37-37.5 yuan/mtu, flat WoW. The manganese ore market remains stable but stagnant, with sluggish end-use demand and a dominant wait-and-see sentiment in trading.

14 mins ago

50 mins ago

Yinghe Technology to Acquire Aonhua Automation for Yuan 204 Million

Yinghe Technology announced plans to acquire a 100% stake in Aonhua (Shanghai) Automation Engineering Co., Ltd. for Yuan 204 million. Upon completion, Aonhua Automation will become a wholly owned subsidiary of the company. Yinghe stated that the acquisition will strengthen its downstream integration capabilities and enable full-process equipment coverage from electrode manufacturing to module and PACK assembly, enhancing its one-stop lithium battery production line solutions.

50 mins ago