China needle coke industry development research and investment value report (2022 Edition)

Content abstract ：

Needle coke is a high-quality carbon material developed vigorously in the 1970s , Silver grey in appearance 、 A solid with metallic luster , The surface shows obvious elongated needle like or fibrous texture trend , Under the microscope, it has obvious anisotropic fibrous structure , Therefore, it is called needle coke .

Needle coke production is mainly concentrated in China 、 The United States 、 The British 、 A few countries such as South Korea and Japan ,2011 year , The global production capacity of needle coke is about 1200kt/a, Among them, the production capacity of needle coke in China 250kt/a, Chinese needle coke production enterprises only 4 home . To 2021 year , The global needle coke production capacity increased to about 3250kt/a, The production capacity of needle coke in China is about 2240kt/a, ... of global capacity 68.9%, Chinese needle coke production enterprises increased to 21 home . Domestic needle coke has made rapid progress as a whole , However, some enterprises have not yet mastered the core technology , The influencing factors of key indicators are not clear .

In recent years, China's needle coke production has achieved explosive growth ,2020 The total output of needle coke in China reached 517kt, Among them, the output of coal series needle coke is 176kt, The output of oil series needle coke is 341kt.2020 The total consumption of needle coke in China in （ Including inventory consumption ） by 740kt, Needle coke is consumed as cathode material 340kt, Graphite electrode consumes needle coke 400kt, The consumption of cathode materials accounts for 45%.

at present , China's import of needle coke is still relatively large , It is highly dependent on the import of high-end needle coke , It is expected that with the rapid release of needle coke production capacity in China 、 The continuous progress of technology , Autonomy of needle coke industrial chain 、 Perfection will be stronger .

In the future, the pressure of environmental protection in China will continue unabated , The development of electric furnace steel in China is an inevitable trend , The number of new electric furnaces is also growing steadily , The tonnage of electric furnace is 70t、90t、100t、120t, therefore , Large size ultra-high power graphite electrode is still the mainstream of the electrode Market , Domestic needle coke can seize the opportunity , Realize the replacement of imported connector coke products .

At the same time, more attention should be paid to the application research of needle coke in the cathode material industry , Accelerate the establishment and improvement of the relationship between the conventional indicators of needle coke and the key indicators such as the electrochemical performance of cathode materials , It needs the joint research of upstream and downstream enterprises , Solve technical problems , Gain a competitive advantage .