SHANGHAI, Feb 17 (SMM) – The monthly average price of anode graphitisation stood at 16,250 yuan/mt in January, a drop of 9% MoM. Last month, the outsourcing orders of anode manufacturers have further decreased, while graphitization production capacity increased steadily, leaving graphitization in a situation of oversupply and sending graphitization prices down further. Some graphitization manufacturers were on the verge of losses.
On the supply side, most anode material manufacturers are focusing on integrated projects, and some new entrants in the anode material industry will mainly take outsourcing orders for graphitization.
In January, the monthly capacity of independent and integrated graphitisation plants stood at 32,600 mt and 110,500 mt respectively.
In February, the monthly capacity of independent and integrated graphitisation plants is estimated at 32,600 mt and 120,500 mt respectively.
As most battery cell factories were closed for CNY holiday, demand for anode materials declined.
Battery cell makers re-opened following CNY holiday and will begin to sign orders with anode material plants, which will drive graphitisation demand to recover. However, both graphitization and anode material capacity both in excess, and downstream battery cell factories in urgent need to reduce costs, graphitization prices will still face downside risks.
![[SMM 에너지저장 배터리 셀 시장 주간 리뷰 9.3] 동박 공급 부족으로 9월 생산 일정 제약, 에너지저장 배터리 셀 가격 견조 유지](https://imgqn.smm.cn/usercenter/tKgKv20251217171725.png)
![마그네슘 가격 3거래일 연속 상승! 원가 측면은 여전히 '뜨겁게 타오르는' 반면 수요 측면은 바통을 이어받기 어려워 [SMM 논평]](https://imgqn.smm.cn/usercenter/EutUV20251217171724.jpeg)
