Thoughts on the Current Situation and Development Direction of Graphite Industry

China's graphite industry was born in the 1940s. From the initial simple manual operation to the late 20th and early 1980s, a relatively complete production and processing system was formed. As an industry with a small overall size and an important strategic position in the development of the national economy, the graphite industry, like other industries, has a “sunrise” and “sunset” in terms of its development prospects. Graphite is unique in its strategic value. And good application prospects, no doubt still belong to the sunrise industry, but from the development process, it clearly shows the "10-year cycle" trajectory. China's graphite industry began to decline from the early 1990s. In 2002, it fell into the bottom. In the second half of 2003, there were signs of rebound. In the first half of this year, in less than two years, the price of individual varieties rose by more than 50%, with an average increase. It also reached 15%-20%, and the emergence of this situation was affected by both the decline in production and the improvement of the market. After more than 10 years of heavy-duty operation, all graphite enterprises are struggling, under-employment, and serious indiscriminate mining. Some of the main raw material areas of graphite are facing depletion, resulting in the shortage of basic raw materials. In addition, after the country canceled the export tax rebate for graphite products, foreign investors Execute the purchase contract and international and domestic steel and fire resistance in advance. Factors such as rising demand in the industry have also directly contributed to the recovery of the graphite industry.
Under the guidance of this situation, the graphite enterprises that have survived the test of survival for more than ten years seem to usher in the comprehensive revitalization of the industry, the increase in the normal production, the search for high-quality mineral resources, and the start of commissioning. Put into production. Overnight, the graphite enterprises have blossomed everywhere, and the impetuous gas with rapid water flow has spread rapidly.
In fact, objectively analyzing the operation status of China's graphite industry, we can find that the current market and production situation can't be called a comprehensive recovery, but only after 10 years of decline, under the influence of various factors, individual varieties appear. The rebound is very disproportionate to China's overall economic development, and there should be room for improvement. The processing technology of graphite raw material products in China has matured since the 1990s. In order to overcome the difficulties such as the sharp decline in product prices, various enterprises have adopted new technologies and new technologies to reduce costs. China's graphite flotation technology has reached the international leading level. Even so, because the macro management is out of control, the export channels are chaotic, and the internal disorderly competition, the price of products has dropped and dropped in the past 10 years, and the price reduction of individual varieties has reached more than 60%, which has caused a serious situation of losses in the whole industry.

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