Since the beginning of this year, the price of graphite has dropped and dropped. Among them, the average price of flake graphite has dropped from 6,200 yuan (ton price, the same below) to the current 4,300 yuan, and spherical graphite has also dropped from 23,000 yuan in 2011 to 20,000 yuan. The graphite market is once again in trouble. However, the reporter found in the interview that although the graphite market is not as good as last year, experts in the industry predict that graphite will become more prominent in the future market, and its development space cannot be underestimated. It will surely go out of the dark and usher in the sunrise period. The reporter learned that China's graphite resources are abundant, and it is second to none in the world. In recent years, graphite has developed at a faster rate, with an annual increase of 16%. It has become a major exporter of graphite primary processing products and plays an important role in the international market. . The prospect of the graphite industry is optimistic, which is determined by the following three factors: First, graphite is an emerging non-metallic material, superior to other similar materials. Graphite itself has unique special properties and has become an indispensable and irreplaceable special material in economic development. Especially in high-tech development, it has broad prospects. Western developed countries have listed graphite as a key research in military science. Object. Second, the lithium-ion battery industry basically dominated the world by Japan before 2000. In recent years, with the rise of China and South Korea, Japan's unique situation has been broken. In 2011, China produced 3 billion lithium-ion batteries, and the output increased by 26.88%. The main markets are mobile phones, model airplanes, and various digital products. In 2011, the global mobile phone production exceeded 2 billion, and the production of mobile phones in China reached 1.2 billion. The stimulation of the mobile phone market directly affects the increase in demand for graphite anodes. Third, the “Ten Cities and Thousand Vehicles” new energy vehicle promotion demonstration plan initiated by the Ministry of Science and Technology, the National Development and Reform Commission, the Ministry of Finance, and the Ministry of Industry and Information Technology has been fully launched. It is expected that after three years, new energy vehicles will occupy the market share of China's auto market. 10%, the power battery and its supporting graphite anode industry will usher in rapid development opportunities. According to statistics, each ordinary mobile phone battery negative electrode with graphite 5 ~ 8 grams, power battery for each car with a negative electrode graphite 41 kg, according to mobile phones and notebooks and portable electronic products, electric vehicles and hybrid vehicles and energy storage batteries and other The production and increasing speed of the products are expected to reach 50,000 tons of spherical graphite anode materials in 2012, and increase at a rate of 20% per year. The market prospect is very good. Although the graphite market will usher in the sunrise period, the former Secretary-General of the Graphite Industry Association, Qi Zhixiang, pointed out that there are still some unfavorable factors in the development of the graphite industry, which should be taken seriously. Affected by the international economic environment, graphite exports have slowed down, and international counterparts have restarted or built some of their own graphite mines and enterprises. For example, Australia's SER company's large scale graphite mines south of Port Lincoln, Australia, are now ready for production; Africa's Mozambique, Northern Canada's graphite company, India plan to increase graphite exports. In addition, domestic production is more than sales, and should also cause concern. Qi Zhixiang believes that China's graphite raw material output can meet the domestic and international market demand, and no need to increase new production. The decline in graphite prices several times this year was caused by excessive production, and the situation in the graphite market was good. Everyone rushed to form new chaos and surplus, which caused operational difficulties. This year, the steel industry will continue to show low-capacity conditions of high production capacity, low demand, low output, and low price. 40% of the country's graphite production is used for refractory materials in the steel industry, which directly affects the demand for graphite. Therefore, the Graphite Industry Association recommends that it is necessary to use market means to adjust the industrial structure of the industry and protect strategic resources. It is urgent to establish an industrialization demonstration base; it is a top priority to make a scientific and technological strategic development plan; at the same time, it is necessary to improve the conditions for resource access, strictly control the development qualifications, and have no original innovation and high-end intervention strength, and only use capital speculation resources. Issue a certificate. Greatly improve the industry's entry barriers, and ensure that new resources are no longer used during the 12th Five-Year Plan period. At the same time, the association advocates to encourage the development and integration of the two systems of state-owned and private enterprises to avoid the restructuring operation of Lalang.

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