Carbon Industry Annual Report 2025
2026-04-29 16:41:43 【Print】
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1 Definition, Type, Distribution, Application 4
1.1 Definition 4
1.1.1 Prebaked Anode 4
1.1.2 Graphite Electrode 4
1.1.3 Pet Coke 4
1.1.4 Coal Tar Pitch 4
1.1.5 Calcined Pet Coke (CPC) 4
1.2 Type 4
1.2.1 Prebaked Anode 4
1.2.2 Graphite Electrode 4
1.2.3 Pet Coke 4
1.2.4 Coal Tar Pitch 4
1.2.5 CPC 4
1.3 Distribution 4
1.3.1 Prebaked Anode 4
1.3.2 Graphite Electrode 4
1.3.3 Pet Coke 5
1.3.4 Coal Tar Pitch 5
1.3.5 CPC 5
1.4 Application 5
1.4.1 Prebaked Anode 5
1.4.2 Graphite Electrode 5
1.4.3 Pet Coke 5
1.4.4 Coal Tar Pitch 5
1.4.5 CPC 5
2 Economy and Policy 5
2.1 Chinese Domestic Market 5
2.1.1 Third Round, Third Batch of Central Ecological and Environmental Protection Inspections Complete Feedback Process 5
2.1.2 Central Assessment and Inspection Teams Launch First-Quarter Unannounced Work Safety Inspections 5
2.1.3 China Imposes 34% Tariff on All Imports Originating in the United States 6
2.1.4 China Imposes Additional 50% Tariff on Imports from the U.S. (Increasing Total to 84%) 6
2.1.5 China Imposes 125% Tariff on All Goods Imported from the U.S. 6
2.1.6 China issues an action plan for energy conversation and carbon reduction 6
2.1.7 China Adjusts Additional Tariff Rates on Imports from the United States 6
2.1.8 NDRC to Address "Involution-Style" Competition 7
2.1.9 Third Round, Fourth Batch of Central Ecological and Environmental Protection Inspections Fully Launched 7
2.1.10 General Administration of Customs Optimizes Verification Procedure for Dual-Use Item Export Controls 7
2.1.11 The latest batch of central environmental protection inspections has fully completed the on-site phase. 7
2.1.12 China Launches Special Action to Combat Smuggling and Illegal Export of Strategic Minerals 8
2.1.13 Feedback Completed for Third Round, Fourth Batch of Central Ecological and Environmental Protection Inspections 8
2.1.14 Central Work Safety Assessment and Inspection Officially Launched 8
2.1.15 Third Round, Fifth Batch of Central Ecological and Environmental Protection Inspections Fully Launched 8
2.1.16 Feedback Completed for Third Round, Fifth Batch of Central Ecological and Environmental Protection Inspections 8
2.1.17 2026 Tariff Adjustment Plan Announced 8
2.2 International Market 9
2.2.1 WTO Revises Global Trade Forecast 9
2.2.2 China-U.S. Joint Statement on Canceling Additional Tariffs 9
2.2.3 IMF Raises 2025 Global Growth Forecast to 3.2% 9
2.2.4 China-U.S. Kuala Lumpur Economic and Trade Consultations Reach Multiple Consensuses 9
2.2.5 China Continues Suspension of 24% Additional Tariffs on U.S. Goods 9
3 Market Movements 10
3.1 Chinese Domestic Market 10
3.1.1 Prebaked Anode S 3.0%max EXW China 10
3.1.2 Pet Coke 3%max EXW China 11
3.1.3 Graphite Electrode RP D400mm EXW China 12
3.1.4 Graphite Electrode HP D400mm/500mm EXW China 13
3.1.5 Graphite Electrode UHP D500mm/600mm EXW China 14
3.1.6 CPC S 3%max EXW China 16
3.1.7 Coal Tar Pitch C.V. 53%min EXW China 17
3.2 Export Market 18
3.2.1 Prebaked Anode S 3.0%max FOB China 18
3.2.2 Graphite Electrode HP D300mm/450mm FOB China 19
3.2.3 Graphite Electrode UHP D500mm/600mm FOB China 21
4 Company News 23
4.1 Shenhuo Aluminum to finish Yunnan prebaked anode project construction 23
4.2 Jinyuanhui New Material restarts normal prebaked anode production 23
4.3 Great Wall Carbon cuts prebaked anode production 23
4.4 Jiaozuo Yingli cuts prebaked anode production 23
4.5 Xinjiang Shenhuo Carbon to resume normal prebaked anode production 23
4.6 Yongxing Carbon cuts prebaked anode production 23
4.7 Qiangqiang Carbon starts the construction of a new project 23
4.8 Dushi Group to start building a new prebaked anode project 24
4.9 Yongsheng New Materials to start commercial graphite electrode production 24
4.10 Huodu New Material to launch a prebaked anode project commissioning in August 24
4.11 Anshan Carbon to resume graphite electrode production 24
4.12 RUSAL gets green aluminum certification in China 24
4.13 Hefeng Technology to expand prebaked anode production capacity 24
4.14 Ningxia Baichuan to build needle coke technology upgrade project 24
4.15 Yinwang Carbon expands prebaked anode production capacity 25
4.16 Keyu Energy to build a prebaked anode project 25
4.17 Tenghong New Materials' new prebaked anode project to start commercial production in Sep 25
4.18 Fengyuan Carbon to start building a new production line 25
4.19 Luyun New Materials to finish CPC project construction 25
4.20 Huodu New Materials to expand prebaked anode production capacity 25
4.21 Hunan Tenghong New Materials to increase prebaked anode production capacity 25
4.22 Inner Mongolia HuoMei Tongshun Carbon to boost prebaked anode production capacity 25
4.23 Dezhou Yongxing Carbon to boost prebaked anode production capacity 26
4.24 Pingyin Fengyuan Carbon expands prebaked anode production capacity 26
4.25 Shandong Haiyun Energy Technology Development to increase prebaked anode production capacity 26
5 Producers Statistics 26
5.1 Prebaked Anode 26
5.1.1 Production Capacity 26
5.1.2 Operating Rate 26
5.1.3 Output 26
5.1.4 Inventory 27
5.1.5 Number of Producers 27
5.2 Commercial Prebaked Anode 27
5.2.1 Production Capacity 27
5.2.2 Operating Rate 27
5.2.3 Output 27
5.2.4 Inventory 28
5.2.5 Number of Producers 28
6 Customs Statistics 28
6.1 Import Statistics 28
6.1.1 Pet Coke S＜3% 28
6.1.2 Petroleum Needle Coke 28
6.2 Export Statistics 28
6.2.1 Prebaked Anode 28
6.2.2 Graphite Electrode 29
7 Supply and Demand Outlook 29
7.1 Prebaked Anode 29
7.2 Pet Coke 29
7.3 Graphite Electrode 29
1.1 Definition 4
1.1.1 Prebaked Anode 4
1.1.2 Graphite Electrode 4
1.1.3 Pet Coke 4
1.1.4 Coal Tar Pitch 4
1.1.5 Calcined Pet Coke (CPC) 4
1.2 Type 4
1.2.1 Prebaked Anode 4
1.2.2 Graphite Electrode 4
1.2.3 Pet Coke 4
1.2.4 Coal Tar Pitch 4
1.2.5 CPC 4
1.3 Distribution 4
1.3.1 Prebaked Anode 4
1.3.2 Graphite Electrode 4
1.3.3 Pet Coke 5
1.3.4 Coal Tar Pitch 5
1.3.5 CPC 5
1.4 Application 5
1.4.1 Prebaked Anode 5
1.4.2 Graphite Electrode 5
1.4.3 Pet Coke 5
1.4.4 Coal Tar Pitch 5
1.4.5 CPC 5
2 Economy and Policy 5
2.1 Chinese Domestic Market 5
2.1.1 Third Round, Third Batch of Central Ecological and Environmental Protection Inspections Complete Feedback Process 5
2.1.2 Central Assessment and Inspection Teams Launch First-Quarter Unannounced Work Safety Inspections 5
2.1.3 China Imposes 34% Tariff on All Imports Originating in the United States 6
2.1.4 China Imposes Additional 50% Tariff on Imports from the U.S. (Increasing Total to 84%) 6
2.1.5 China Imposes 125% Tariff on All Goods Imported from the U.S. 6
2.1.6 China issues an action plan for energy conversation and carbon reduction 6
2.1.7 China Adjusts Additional Tariff Rates on Imports from the United States 6
2.1.8 NDRC to Address "Involution-Style" Competition 7
2.1.9 Third Round, Fourth Batch of Central Ecological and Environmental Protection Inspections Fully Launched 7
2.1.10 General Administration of Customs Optimizes Verification Procedure for Dual-Use Item Export Controls 7
2.1.11 The latest batch of central environmental protection inspections has fully completed the on-site phase. 7
2.1.12 China Launches Special Action to Combat Smuggling and Illegal Export of Strategic Minerals 8
2.1.13 Feedback Completed for Third Round, Fourth Batch of Central Ecological and Environmental Protection Inspections 8
2.1.14 Central Work Safety Assessment and Inspection Officially Launched 8
2.1.15 Third Round, Fifth Batch of Central Ecological and Environmental Protection Inspections Fully Launched 8
2.1.16 Feedback Completed for Third Round, Fifth Batch of Central Ecological and Environmental Protection Inspections 8
2.1.17 2026 Tariff Adjustment Plan Announced 8
2.2 International Market 9
2.2.1 WTO Revises Global Trade Forecast 9
2.2.2 China-U.S. Joint Statement on Canceling Additional Tariffs 9
2.2.3 IMF Raises 2025 Global Growth Forecast to 3.2% 9
2.2.4 China-U.S. Kuala Lumpur Economic and Trade Consultations Reach Multiple Consensuses 9
2.2.5 China Continues Suspension of 24% Additional Tariffs on U.S. Goods 9
3 Market Movements 10
3.1 Chinese Domestic Market 10
3.1.1 Prebaked Anode S 3.0%max EXW China 10
3.1.2 Pet Coke 3%max EXW China 11
3.1.3 Graphite Electrode RP D400mm EXW China 12
3.1.4 Graphite Electrode HP D400mm/500mm EXW China 13
3.1.5 Graphite Electrode UHP D500mm/600mm EXW China 14
3.1.6 CPC S 3%max EXW China 16
3.1.7 Coal Tar Pitch C.V. 53%min EXW China 17
3.2 Export Market 18
3.2.1 Prebaked Anode S 3.0%max FOB China 18
3.2.2 Graphite Electrode HP D300mm/450mm FOB China 19
3.2.3 Graphite Electrode UHP D500mm/600mm FOB China 21
4 Company News 23
4.1 Shenhuo Aluminum to finish Yunnan prebaked anode project construction 23
4.2 Jinyuanhui New Material restarts normal prebaked anode production 23
4.3 Great Wall Carbon cuts prebaked anode production 23
4.4 Jiaozuo Yingli cuts prebaked anode production 23
4.5 Xinjiang Shenhuo Carbon to resume normal prebaked anode production 23
4.6 Yongxing Carbon cuts prebaked anode production 23
4.7 Qiangqiang Carbon starts the construction of a new project 23
4.8 Dushi Group to start building a new prebaked anode project 24
4.9 Yongsheng New Materials to start commercial graphite electrode production 24
4.10 Huodu New Material to launch a prebaked anode project commissioning in August 24
4.11 Anshan Carbon to resume graphite electrode production 24
4.12 RUSAL gets green aluminum certification in China 24
4.13 Hefeng Technology to expand prebaked anode production capacity 24
4.14 Ningxia Baichuan to build needle coke technology upgrade project 24
4.15 Yinwang Carbon expands prebaked anode production capacity 25
4.16 Keyu Energy to build a prebaked anode project 25
4.17 Tenghong New Materials' new prebaked anode project to start commercial production in Sep 25
4.18 Fengyuan Carbon to start building a new production line 25
4.19 Luyun New Materials to finish CPC project construction 25
4.20 Huodu New Materials to expand prebaked anode production capacity 25
4.21 Hunan Tenghong New Materials to increase prebaked anode production capacity 25
4.22 Inner Mongolia HuoMei Tongshun Carbon to boost prebaked anode production capacity 25
4.23 Dezhou Yongxing Carbon to boost prebaked anode production capacity 26
4.24 Pingyin Fengyuan Carbon expands prebaked anode production capacity 26
4.25 Shandong Haiyun Energy Technology Development to increase prebaked anode production capacity 26
5 Producers Statistics 26
5.1 Prebaked Anode 26
5.1.1 Production Capacity 26
5.1.2 Operating Rate 26
5.1.3 Output 26
5.1.4 Inventory 27
5.1.5 Number of Producers 27
5.2 Commercial Prebaked Anode 27
5.2.1 Production Capacity 27
5.2.2 Operating Rate 27
5.2.3 Output 27
5.2.4 Inventory 28
5.2.5 Number of Producers 28
6 Customs Statistics 28
6.1 Import Statistics 28
6.1.1 Pet Coke S＜3% 28
6.1.2 Petroleum Needle Coke 28
6.2 Export Statistics 28
6.2.1 Prebaked Anode 28
6.2.2 Graphite Electrode 29
7 Supply and Demand Outlook 29
7.1 Prebaked Anode 29
7.2 Pet Coke 29
7.3 Graphite Electrode 29
