Graphitisation market conditions are temporarily stable and stagnant, and processing fees are expected to rise in the future market [SMM Lithium Battery Anode Raw Material Market Weekly Review]

Published: Jul 2, 2026 17:48

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[SMM Lithium Battery Anode Raw Material Market Weekly Review: Graphitisation Market Temporarily Stable and Stagnant; Processing Fees Expected to Rise in the Future] June 7 news: This week, China’s graphitisation tolling prices remained stable overall, with no significant fluctuations.

SMM July 2 News:

This week, China’s graphitisation tolling processing prices remained largely stable, with no significant fluctuations. Currently, first- and second-tier anode material producers face a sizable gap in their integrated in-house capacity, and demand for outsourced processing continues to be released. Graphitisation tolling order volumes have been steadily rising, providing strong support from the demand side. Bolstered by tight processing supply and high production costs, expectations for price hikes persist in the industry. However, after two rounds of processing fee hikes in June, most tolling companies have temporarily moved out of the red, though overall industry profit margins remain narrow. Amid negotiations between upstream and downstream players, processing prices are now in a stalemate. Looking ahead, as demand from the downstream anode industry continues to recover, producers’ willingness to push for lower prices in procurement is gradually weakening, and the processing side’s bargaining power has improved somewhat. It is expected that graphitisation tolling processing fees will trend steadily upward.

SMM New Energy Research Team

Wang Cong 021-51666838

Ma Rui 021-51595780

Feng Disheng 021-51666714

Lyu Yanlin 021-20707875

Zhou Zhicheng021-51666711

Zhang Haohan021-51666752

Wang Zihan021-51666914

Wang Jie021-51595902

Xu Yang021-51666760

Xu Mengqi021-20707868

Hu Xuejie021-20707858

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