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Recently, the provincial key project carbon 100000 tons Natural graphite anode The construction of the material project resumed, and the first quarter of the project construction got off to a good start. After the completion of the project, the whole industrial chain of graphite fine powder and spherical graphite anode materials can be further processed, and the output value of graphite deep processing will reach 10 billion, creating the largest scale of Natural graphite anode Material production base. At present, the Phase I project has resumed construction, isostatic pressure equipment and finished equipment have begun to be installed, and the substation is being installed and tested, waiting for power on, and is expected to be commissioned in June.

On March 16, the key project of Shuangyashan City - 100000 tons of carbon Natural graphite anode The material project was resumed in Baoshan District. It is understood that Zhejiang Carbon One New Energy Co., Ltd. will continue to extend the industrial chain on the basis of the cooperation of the Shuangyashan Graphite Industrial Park project, relying on the unique and innovative new process technology and green low-carbon process to invest in the construction of carbon one hundred thousand tons Natural graphite anode The material project is located in the new energy, new material and new food industrial park in Baoshan District. The total investment of the project is 3 billion yuan, covering an area of 17 hectares, with an annual output of 100000 tons of anode materials for lithium-ion batteries and 52700 tons of by-product carbon additives.

On March 6, the Shanghai Bakus 30000 ton/year high-energy anode material project attracted by Caobahu Town, Yichang City participated in the centralized signing ceremony of foreign trade investment projects. The project is jointly invested and constructed by Shanghai Bakus Superconducting New Materials Co., Ltd., Hubei Yudi Real Estate Co., Ltd. and Hong Kong Zhongjing International Co., Ltd., with a total planned investment of about 2 billion yuan. The site is located in Dangyang Shuanglian Industrial Park, with a land area of about 123 mu, a total construction area of 82000 square meters, and 30 integrated fully automatic intelligent production lines, It is estimated that the production scale of high-energy anode materials with an annual output of 30000 tons can be achieved. The main products of the project are medium and high-end Natural graphite anode Materials, finalized products achieve a reversible capacity of ≥ 370 while maintaining a high first effect of about 94%. The main process is to use the "liquid intercalation mechanical method" for deep processing of natural graphite, which has the characteristics of low energy consumption and zero pollution emissions, and solves the pain point of high pollution and high energy consumption in the anode material industry.

SK On announced that it has signed a conditional off take agreement with Westwater Resources Inc., an American graphite company, to ensure the North American battery grade Natural graphite anode Supply of. According to the terms of the agreement, SK On can purchase 34000 tons of Natural graphite anode Products. SK plans to use this product in its battery manufacturing plants in the United States. It is reported that SK On is a subsidiary of SK Group, the second largest enterprise group in South Korea, which has global leading companies in the fields of energy, semiconductor and biopharmaceuticals.

Policy interpretation of the Announcement of the General Administration of Customs of the Ministry of Commerce on Optimizing and Adjusting the Temporary Export Control Measures for Graphite Items. For the purpose of protecting resources, the developed countries in Europe and America seldom develop their own graphite minerals. Flake graphite and spheroidal graphite account for 10-15% Natural graphite anode From the previous data, the main export country of raw materials from 2016 to 2023 is Japan and South Korea, and the export volume is decreasing year by year. The head anode material factory fed back that this policy had little impact on anode materials. Previously, export orders were all licensed, and a single match. In addition, some manufacturers of anode materials worry about whether the subsequent export license review is strict. In the long run, for Natural graphite anode The export price of materials has a certain boosting effect.