Why is the price of graphite anode material for lithium batteries squeezed?

Graphite anode material process and cost composition

The graphite anode material industry has a low threshold, and the gross profit margin is in the middle of the four major materials of lithium batteries (positive material, anode material, electrolyte and separator), which is about 25%-35%.

Major anode companies have formed their own technical routes in long-term production, with differences in raw material selection and process design. This difference has led some companies to establish unique advantages in production process management and cost control, and to win in the competition.

The production process of natural graphite anode materials is simpler than that of artificial graphite.

The raw materials are mainly graphite ore, flake graphite and spherical graphite. They are made into natural graphite anode materials by coating, carbonization, dispersing, graphitization, sieving and modification.

The raw materials of artificial graphite anode materials are mainly natural graphite, coke and asphalt, which are obtained through a series of processes such as coarse crushing, crushing, modification, shaping and graphitization.

The graphitization process has high energy consumption and strict environmental protection requirements, so most companies choose to process outsourcing.

Depending on the type of product, raw material procurement accounts for about 25-35% of the cost per ton of anode materials, and the cost of graphitization outsourcing processing can reach 50%-65%. The production of natural graphite also requires graphitization.

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