Demand within the new energy vehicle (NEV) sector remains stable, with no significant short-term fluctuations. However, driven by the dual forces of surging international energy storage demand and precisely targeted domestic subsidy policies in China, the market structure is undergoing positive shifts. The accelerated deployment of international energy storage projects is fueling a steady increase in anode material procurement by storage enterprises. Concurrently, the electric two-wheeler market is experiencing unlocked consumption potential catalyzed by policy incentives, leading to a corresponding rise in raw material demand from related manufacturers.
Production & Output (Jan-July 2025):
- Total Output (Jan-July): 1,356,800 metric tons
- July Output: 195,200 metric tons
- Top 10 Producers’ July Output: 166,500 metric tons (representing 85.30% of total output)
- Top 10 Producers’ July Shipments: 184,500 metric tons
- August Scheduled Production (Projected): 175,000 metric tons (+5.11% MoM)
Price Trends (MoM Change – July vs. June):
1. For Power Batteries:
- Low-End: CNY 16,556.45 / ton (+2.00%)
- Mid-Range Grade I: CNY 19,517.74 / ton (+2.36%)
- Mid-Range Grade II: CNY 23,691.29 / ton (+0.94%)
- High-End Grade I: CNY 25,884.19 / ton (+0.88%)
- High-End Grade II: CNY 27,388.39 / ton (+0.29%)
2. For Energy Storage Applications:
- Low-End: CNY 16,236.45 / ton (+2.04%)
- Mid-Range: CNY 18,646.13 / ton (+1.81%)
- High-End Grade I: CNY 23,472.26 / ton (+0.85%)
- High-End Grade II: CNY 27,045.81 / ton (+0.34%)
3. For Consumer Electronics:
- Low-End Grade I: CNY 17,485.81 / ton (+2.66%)
- Low-End Grade II: CNY 19,621.29 / ton (+1.74%)
- Mid-Range: CNY 24,499.03 / ton (+0.89%)
- High-End: CNY 47,606.77 / ton (+0.02%)