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Graphite Valley Industrial Group

Current Situation of Spherical Graphite Industry


Release time:

Apr 27,2022

Spherical graphite is a high-quality high-carbon natural flake graphite as raw material, the use of advanced processing technology to modify the surface of graphite, the production of different fineness, shaped like an elliptical spherical graphite products. The standard of "Spheroidized Natural Graphite" (JC/T 2315-2016) is applicable to spherical or spherical graphite products made from natural flake graphite and processed by mechanical and physical methods, and points out that the physical and chemical properties of spheroidized natural graphite should meet the following requirements Spherical graphite has the advantages of good conductivity, high crystallinity, low cost, low charge and discharge potential and flat, long cycle life, green environmental protection and other characteristics, has gradually become the replacement of lithium-ion battery production of anode materials. At present, China has successfully applied the development of natural flake graphite raw materials to adapt to the production of lithium-ion batteries, that is, the modified products of spherical graphite, so the lithium-ion battery industry chain has entered a new era. According to the data, in 2020, China's lithium battery anode material market size increased to 14.02 billion yuan, 2016-2020 annual compound growth rate of 21.4, is expected to reach 15.91 billion yuan in 2021, shipments increased to 36.5 tons in 2020, is expected to reach 40.1 tons in 2021. At the same time, in the past five years, the domestic spherical graphite industry market average price overall downward trend, by 2020 the average price fell to 17800 yuan/ton, which will greatly reduce the production cost of lithium-ion battery anode materials to a certain extent. In summary, with the continuous expansion of lithium-ion battery anode material shipments and market scale, it will continue to drive the demand and sales growth of spherical graphite. According to the data, in 2020, China's spherical graphite industry sales of 112000 tons, is expected to reach 124000 tons in 2021; sales revenue of 1.949 billion yuan, 2016-2020 compound annual growth rate of 16.8, and is expected to reach 2.207 billion yuan in 2021. In addition, the United States, the United Kingdom, the European Union and other countries or regions have gradually realized the key role of graphite in energy transformation and environmental protection, and issued a series of policies to gradually make graphite a strategic resource. However, the Ministry of Industry and Information Technology of China also issued the "Standard Conditions for Graphite Industry" in 2020, which clearly no longer pursues quantity and deleted the scale indicators such as "the design scale of new and expanded flake graphite beneficiation projects shall not be less than 20000 tons/year", which will be implemented from June 24, 2020, while the "Access Conditions for Graphite Industry" issued in 2012 will be abolished at the same time. By comparing the two documents, it can be found that the protection of graphite in the new edition of the conditions is obviously upgraded, which is suitable for the strategic protection of resource status. Therefore, the promotion of the strategic position of graphite resources at home and abroad will provide a better policy and social foundation for the spherical graphite industry and promote the rapid development of the industry.

Spherical graphite is a high-quality high-carbon natural flake graphite as raw material, the use of advanced processing technology to modify the surface of graphite, the production of different fineness, shaped like an elliptical spherical graphite products. The standard of "Spheroidized Natural Graphite" (JC/T 2315-2016) is applicable to spherical or spherical graphite products made from natural flake graphite and processed by mechanical and physical methods, and points out that the physical and chemical properties of spheroidized natural graphite should meet the following requirements

Spherical graphite has the advantages of good conductivity, high crystallinity, low cost, low charge and discharge potential and flat, long cycle life, green environmental protection and other characteristics, has gradually become the replacement of lithium-ion battery production of anode materials. At present, China has successfully applied the development of natural flake graphite raw materials to adapt to the production of lithium-ion batteries, that is, the modified products of spherical graphite, so the lithium-ion battery industry chain has entered a new era. According to the data, in 2020, China's lithium battery anode material market size increased to 14.02 billion yuan, 2016-2020 annual compound growth rate of 21.4, is expected to reach 15.91 billion yuan in 2021, shipments increased to 36.5 tons in 2020, is expected to reach 40.1 tons in 2021. At the same time, in the past five years, the domestic spherical graphite industry market average price overall downward trend, by 2020 the average price fell to 17800 yuan/ton, which will greatly reduce the production cost of lithium-ion battery anode materials to a certain extent.

In summary, with the continuous expansion of lithium-ion battery anode material shipments and market scale, it will continue to drive the demand and sales growth of spherical graphite. According to the data, in 2020, China's spherical graphite industry sales of 112000 tons, is expected to reach 124000 tons in 2021; sales revenue of 1.949 billion yuan, 2016-2020 compound annual growth rate of 16.8, and is expected to reach 2.207 billion yuan in 2021.

In addition, the United States, the United Kingdom, the European Union and other countries or regions have gradually realized the key role of graphite in energy transformation and environmental protection, and issued a series of policies to gradually make graphite a strategic resource. However, the Ministry of Industry and Information Technology of China also issued the "Standard Conditions for Graphite Industry" in 2020, which clearly no longer pursues quantity and deleted the scale indicators such as "the design scale of new and expanded flake graphite beneficiation projects shall not be less than 20000 tons/year", which will be implemented from June 24, 2020, while the "Access Conditions for Graphite Industry" issued in 2012 will be abolished at the same time. By comparing the two documents, it can be found that the protection of graphite in the new edition of the conditions is obviously upgraded, which is suitable for the strategic protection of resource status. Therefore, the promotion of the strategic position of graphite resources at home and abroad will provide a better policy and social foundation for the spherical graphite industry and promote the rapid development of the industry.