Low-sulfur petroleum coke: Some downstream enterprises prepare goods in advance to replenish inventory, and the overall demand for petroleum coke is good. In addition, some coking units of local refineries in Shandong are shut down and reduced due to tax inspection in mid-early September. The overall supply of petroleum coke in the domestic market is tight, and refinery petroleum coke inventory is generally low, which is good for the price of petroleum coke.

Needle coke: Market weakening, the main negative factors to the downstream demand, graphite electrode market construction, low in raw material procurement, burning coke market just take goods is given priority to, the new single, early raw material inventory is not depleted anode materials on the one hand, on the other hand to control purchasing cost more low sulfur petroleum coke and other low-cost supply of goods, the needle coke procurement has slowed, So coking market shipment performance is not good.

Natural flake graphite: The orders of various enterprises in the flake natural graphite market are relatively full, and the market share of refractory materials is gradually absorbed and digested by the anode material market. As a result, the ex-factory price of flake graphite of the same specification is gradually reduced for the two markets.

On the demand side, as the main application direction of lithium ion batteries in the field of new energy vehicles, the national policy continues to give strong guidance and support to the new energy industry. The executive meeting of The State Council decided to continue the implementation of new energy vehicles to be exempted from purchase tax until the end of 2023, and continue to be exempted from vehicle and ship tax and consumption tax, right of way, license plate and other support. The green economy represented by new energy vehicles has been widely recognized and supported worldwide. The new energy vehicle industry has gradually transformed from policy driven to market driven, and consumption habits have been gradually formed.

At present, cost reduction and supply protection has become an important goal of negative material enterprises. From the perspective of the current layout of negative material enterprises, most enterprises are close to the "integration mode based on self-built graphitization capacity", which can effectively reduce cost and supply protection. Under the policy of dual control of energy consumption, the electricity price in some areas increases, and the electricity price cost is an important part of graphitization processing cost. Sichuan, Shanxi and other provinces enjoy the power price advantage, the industrial electricity price is low, can evaluate the index is easier to approve, therefore, the construction of graphite chemical plants in these provinces, is one of the important ways to reduce the cost of graphitization.