This Week's Review of China's Carbon New Materials Market

This week's petroleum coke market
This week (4.6-4.10), China's petroleum coke market as a whole showed a pattern of first stabilizing and then fluctuating, intensifying variety differentiation, and slightly moving the price center of gravity, with a reference average price of 3288 yuan/ton. During the week, the sharp fluctuations in the crude oil market had a significant impact on the sentiment of the petroleum coke market, the shipments of the main refineries were acceptable, the coke price continued to rise, and the local refineries were mainly based on shipments, and the coke price was adjusted according to the indicators, which was stable in the early stage and fell more and rose less in the later stage. the price of low-sulfur coke is mainly rising steadily, with a range of 20-100 yuan/ton; the price of medium sulfur coke rose more and fell less, with a range of 10-130 yuan/ton; The shipment volume of high-sulfur general goods is the mainstay, and the price fluctuates in the range of 10-120 yuan/ton. Downstream demand showed a structural differentiation trend, and low-sulfur coke benefited from the strong rigid demand for new energy battery anode materials, and the price remained strong. Medium and high sulfur coke is affected by the dual impact of full production of electrolytic aluminum but cautious procurement, mainly stable and small adjustments, and the upward elasticity is limited.

This week scorched the market
This week (4.6-4.10), China's calcined coke market rose steadily, with a reference average price of 3980 yuan/ton. In terms of raw materials, the market price of low-sulfur coke fluctuated at a high level, the mainstream market price of medium and high sulfur continued to rise, the production and sales of the georefining market were average, the market price fluctuated downward, and the overall support on the cost side still existed. The trading sentiment in the downstream market is stable, and the anode material industry has limited acceptance of high prices for the rigid demand procurement of calcined coke; The demand for graphite electrodes has recovered moderately, supporting calcined coke. On the whole, the upstream petroleum coke price is running at a high level, and the downstream rigid demand is stable but the procurement is cautious, and it is expected that the subsequent calcined coke market will fluctuate in a narrow range.

This week's needle coke market
This week (4.6-4.10), China's needle coke market remained stable at a high level, with a reference average price of 7061 yuan/ton in the raw coke market and 8692 yuan/ton in the cooked coke market. In terms of raw materials, the price of petroleum coke in the main refinery rose steadily and slightly, the price of local coke fell more and rose less, the new coal asphalt order fell less, and the cost support still existed. In the downstream market, in the case of relatively high coke prices, some anode material buyers still maintain stable procurement, there is no stockpiling operation, the overall demand is stable, and the spot orders on the market are acceptable; In terms of cooked coke, the extreme demand for graphite electricity is weak and the actual transactions in the market are small, but the current supply in the market is tight, and the overall coke market is relatively stable.

This week's graphite electrode market
This week (4.6-4.10), the overall high level of China's graphite electrode market remained stable, with a reference price range of 13750-18900 yuan/ton. In terms of the upstream market, the petroleum coke market as a whole is stable and upward, the price of coking has fallen more and risen less, the price of needle coke has continued to rise, the price of new coal asphalt has fallen less, and the cost side is favorable and supported. the operating rate of downstream electric furnace steel continued to rise, forming a good support for electrode demand;