What is the recent price trend for graphitized carbon additive?

Raw Material Side: The petroleum coke market exhibited regional divergence with mixed price movements. The average price of petroleum coke from major refineries stood at 3,595 yuan/ton, down 47 yuan/ton from the previous trading day. Among these, anode coke shipments remained steady, with stable supply from CNPC refineries and CNOOC refineries operating on order-based production schedules. Local refineries actively promoted external sales, with petroleum coke prices largely stable. Some local refineries anticipated price hikes, which may provide limited support for graphitized carbon additive prices.

On the demand side, iron ore prices fluctuated at elevated levels as some steel mills resumed blast furnace operations, boosting molten iron output. Meanwhile, the coking coal market remained weak, significantly suppressing coke prices. Overall, the steel market remains in a weak supply-demand equilibrium during the off-season. Raw material markets show divergent performance, with most players adopting a wait-and-see attitude. Steel prices are likely to fluctuate within a narrow range. Consequently, demand for graphitized carbon additives remains generally weak.

In the short term, with demand recovery progressing slowly, the graphitized carbon additive market will continue its consolidation phase. Prices are expected to remain stable or experience minor fluctuations, with significant increases or decreases unlikely.