The annual production of 40,000 tons of needle coke unit for the revitalization of carbon material has been basically completed. It is currently in the stage of equipment commissioning and will be put into production. The follow-up will be further planned and expanded according to market demand. Capacity.
Recently, Yan Tailai (603659) announced that the company intends to acquire the major shareholder related party Kuoyuan Enterprise for 145.52 million yuan ( Shanghai Branch Management Co., Ltd. holds 28.57% equity of Zaozhuang Zhenxing Carbon Material Technology Co., Ltd.
Announcement,Founded in September 2017, Zhenxing Carbon Materials Co., Ltd. is a holding subsidiary of Shandong Haojiao Holding Group Co., Ltd., which mainly produces Lithium-ion battery anode materials and high-quality coal needles for ultra-high power electrode materials. Coke products. The first phase of the revitalization of carbon materials with an annual output of 40,000 tons of needle coke has been basically completed. It is currently in the stage of equipment commissioning and will be put into production. The follow-up will further plan and expand production capacity according to market demand.
璞泰来 said that in recent years, driven by the growing demand for lithium battery anode materials, the raw material needle coke and the oil slurry required for the production of needle coke and The supply of coal tar and other fluctuations is large, so the high-quality, stable price of needle coke products is of great significance for the production of negative electrode materials. Revitalizing carbon materials has long-term, stable coal tar and other raw material sources and good needle coke technology reserves, which have a good market prospect.
High-tech lithium battery learned that as the main raw material of high-end graphite products, due to the elimination of low-layer steel and environmental factors, needle coke is in tight supply, the price strong,Prices rose further after October 2018.
and the high-end products of needle coke have long been monopolized by foreign countries, and there is still a certain gap in the performance of domestic needle coke materials. At present, many anode materials companies have insufficient supply of goods, or can only get goods at a price higher than the market price. According to relevant data, at the beginning of 2019, the price of imported needle coke was generally increased. The price of needle-like coke for graphite electrode increased by 23.53%, and that of negative electrode material increased by 16.67%.
Jin Tailai subsidiary Jiangxi Ziyan ranks in the forefront of domestic anode materials and is also the main growth driver of the company. With its expansion in 2019, It will gradually reach the production capacity of anode materials with an annual output of more than 50,000 tons.
In the case of intensified competition in the domestic anode material market and the increase in market concentration, Yan Tailai intervened in the production process of needle coke by participating in the revitalization of carbon materials.On the one hand, it provides effective strategic guarantee for the long-term and stable supply of the main raw materials of the company's anode materials, and on the other hand, it will also obtain the economic benefits of the extension of the upstream industry chain.