Annual report on natural flake graphite industry

With the rapid development of flake graphigte, people have more and more demand for flake graphite. The following is an overview of flake graphite in 2020.

2020 is a year of ups and downs: affected by the epidemic, the price of natural graphite hovers at a low level, the price of negative graphite decreases, and the price of 80 mesh flake graphite shows a pattern of first decreasing and then increasing, which is mainly affected by the tight balance between supply and demand in the second half of 2020. Many graphite enterprises are in a state of low profit. The environmental protection situation of graphite-producing areas is still grim, and the approval of new projects is slow.

The traditional downstream demand for graphite continues to weaken, the demand for the lithium battery industry shows a new growth point, and the consumption of emerging areas of graphite is gradually increasing. In the future, the natural graphite market will gradually develop towards large-scale and quality.

For the natural graphite market, 2020 is a year of ups and downs: affected by the epidemic, the price of natural graphite hovers at a low level, the price of negative graphite decreases, and the price of 80 mesh flake graphite decreases first and then increases, which is mainly affected by the tight balance between supply and demand in the second half of 2020. Many graphite enterprises are in a state of low profit. The environmental protection situation of graphite-producing areas is still grim, and the approval of new projects is slow. The Ministry of Natural Resources announced that since May 1 this year, crystalline graphite ore is an important strategic mineral, and the transfer, registration, and approval of mining rights of graphite mineral resources belong to the central ministries and commissions.

In 2020, the China Minmetals Hegang graphite industry project plans to invest a total of 7 billion yuan, and the planned production capacity is 10 million tons of ore, 400000 tons of refined powder, 100000 tons of spherical, 100000 tons of high-purity, and 50000 tons of negative electrode materials. The project is constructed by stages, and the construction period of phase I is 3 years, realizing the production of 6 million tons of ore, 200000 tons of refined powder, 50000 tons of high purity, and 30000 tons of negative electrode. After the project is completed, the annual output value is expected to exceed 6 billion yuan, about 1800 new jobs will be created, and the tax revenue will exceed 1 billion yuan.

In 2020, the domestic production of natural flake graphite is expected to increase, and the import has decreased significantly year on year. At the same time, the distribution pattern of importing countries has changed, and the production time of overseas new graphite mines has been delayed due to the impact of the epidemic. In 2020, the global natural graphite supply pattern will usher in new changes. In 2020, affected by the epidemic in Africa, the output of graphite decreased sharply. According to customs statistics, in December 2020, China’s total import of natural flake graphite was 5900 tons, a year-on-year decrease of 14.52% and a month-on-month increase of 1258.56%. From January to December 2020, China’s total import of natural flake graphite was 23200 tons, a year-on-year decrease of 87.97%. In December 2020, China’s total export of natural flake graphite was 8700 tons, a year-on-year decrease of 28.19% and a month-on-month increase of 8.05%. From January to December 2020, China’s total export of natural flake graphite was 94600 tons, a year-on-year decrease of 17.27%. In December 2020, the main exporting countries of China’s natural flake graphite are the United States, South Korea, and Japan.

But looking at the world, China’s natural graphite still has advantages. 2020 is also a year of significant progress in China’s Graphite deep-processing technology. High temperature purified ultra-high purity natural graphite, high-capacity and high circulation natural graphite cathode materials, ultra-thin graphite paper, nuclear graphite, graphite coating, graphite shielding materials, graphene, and other deep-processing products have quietly walked in the forefront of the world and even led the world.

In recent years, with the adjustment of China’s economic structure, the application trend of natural graphite gradually turns to the field of new energy and new materials is obvious, and its strategic position is becoming increasingly prominent, including lithium batteries, alkaline batteries, nuclear industry, superhard materials, Aerospace Military Industry and fluorinated graphite. The consumption of new application fields of graphite will increase significantly, and it is expected that this proportion will exceed 40% in 2021. Especially the investment of lithium-ion batteries will further stimulate the demand for flake graphite. It is estimated that by 2025, the production and sales of new energy vehicles in China will be at least 3 million, which will lead to a sharp increase in the amount of graphite cathode, about 500000 ~ 800000 tons of flake graphite. In addition, the advent of 5g mobile phone replacement tide, will also bring a significant increase in the demand for natural graphite cathode materials.

Summarize the history and plan the future. In this regard, we combed the natural flake graphite Market and deep processing technology in 2020 and presented a real natural graphite industry with data and facts.