全球及中国针状焦行业分析（2022-2027）

针状焦具有低电阻和优异的抗衝击性和抗氧化性，广泛用于超高功率石墨电极、反应堆慢化剂和锂电池负极。近年来，中国政府加强废铁利用，新能源汽车蓬勃发展，电炉设施增加，针状焦需求量和产量大幅增加。中国针状焦产能从 2014 年的 160 kt/a 扩大到 2021 年的 2,180 kt/a，产量从 2016 年的 80 kt 翻倍到 2021 年的 762 kt。预计未来五年全球和中国新能源汽车行业将获得动力。中国有意识的资源循环利用政策将继续推动电炉设备的发展。 2027年，中国针状焦产量预计将达到3458吨，2021-2027年復合年增长率为28.7%。

针状焦分为煤基和石油基两种。石油基针状焦在欧美生产活跃，煤基针状焦在亚洲生产。近年来，原材料供应紧张导致煤基针状焦在中国快速发展。 2021年，我国煤製针状焦产能达到1000kt/a，产量261kt，石油基针状焦产能达到1180kt/a，产量501kt。

作为锂电池负极材料主要原料的针状焦，受锂电池需求影响较大。 2020年我国负极材料针状焦需求量将达到190kt，预计2026年将达到1900kt。

在本报告中，我们分析了世界和中国针状焦产业，定义和分类成员、全球产业结构和趋势（供需结构、技术状况、竞争格局等）、中国国内产业趋势（发展环境等）、供需趋势、竞争格局、进出口趋势等）、主要下游工艺市场（石墨电极等）结构及趋势、全球主要针状焦生产企业概况和中国（业务状况、利润结构、针状焦业务等））等信息将被收集和传递。

内容

第一章针状焦概述

• 产品概要
• 分类和使用
• 产业链

第二章世界针状焦产业发展

• 概览
• 供求关係
  • 供应
  • 需求
• 技术状况
• 市场格局
  • 美国
  • 日本
  • 英国

第三章中国针状焦产业发展

• 开发环境
  • 政策环境
  • 技术环境
  • 贸易环境
• 供求关係
  • 供应
  • 需求
• 市场格局
• 进口
  • 石油针状焦
  • 煤基针状焦
• 价格趋势

第四章中国石墨电极产业发展

• 供求关係
  • 概览
  • 供应
  • 需求
  • 导出/导入
• 竞争格局
  • 公司之间的竞争
  • 地区之间的竞争
• 价格趋势
• 针状可乐需求

第五章中国锂离子电池负极材料市场

• 供求关係
  • 供应
  • 需求
• 竞争格局
  • 公司之间的竞争
  • 地区之间的竞争
• 价格趋势
• 针状可乐需求

第 6 章世界主要针状焦公司

• 菲利普斯 66
  • 个人资料
  • 业务情况
  • 针状可乐业务
• 新日铁化学与材料 (NSCM)
• GrafTech 国际
• 三菱化学
• ENEOS
• 日本石油焦有限公司
• 浦项化学

第七章中国主要针状焦企业

• 方大炭素新材料科技有限公司
  • 个人资料
  • 业务情况
  • 利润结构
  • 研发
  • 针状可乐业务
• Qitaihe Baotailong Coal&Coal Chemicals Public Co., Ltd.
• Shandong Yida New Material Co., Ltd.
• Kaifeng Pingmei New Carbon Materials Technology Co., Ltd.
• Jinzhou Petrochemical Co., Ltd.
• Baowu Carbon
• Bora Bioenergy
• Shandong Jingyang Technology Co., Ltd.
• Risun Holdings
• Henan Baoshun Fine Chemical Co., Ltd.
• TSDR New Energy Materials Co., Ltd.
• Zaozhuang Zhenxing Carbon Material Technology Co., Ltd.
• Anhui MaSteel Chemical Energy Technology Co., Ltd.
• Shanxi Hongte Coal Chemical Industry Co., Ltd.

Needle coke that features low resistivity and strong resistance to impact and oxidation has found broad application in ultra-high-power graphite electrodes, nuclear reactor moderating materials and lithium battery anode materials among others. In recent years, the boom of new energy vehicles and the increase of electric furnace equipment, a result of China government's greater efforts to make use of steel scraps have given a big boost to the demand for needle coke and the production. China's needle coke production capacity was expanded from 160 kt/a in 2014 to 2,180 kt/a in 2021, and the production multiplied from 80 kt in 2016 to 762 kt in 2021. The global and Chinese new energy vehicle industries will still gain momentum in the next five years. China's benign resource recycling policies will continue to expedite the development of electric furnace equipment. It is conceivable that China will produce 3,458 kt needle coke in 2027, sustaining CAGRs of 28.7% during 2021-2027.

Needle coke falls into coal-based and petroleum-based types. Needle coke made from petroleum residue is petroleum-based needle coke; that produced from coal tar pitch and fractions is coal-based needle coke. European and American producers concentrate on producing petroleum-based needle coke, while their Asian peers are engaged in coal-based needle coke. The constrained supply of raw materials brought about the rapid development of coal-based needle coke in China in recent years. In 2021, China's coal-based needle coke capacity reached 1,000kt/a, and the output was 261 kt; the petroleum-based needle coke capacity was 1,180 kt/a, and the output was 501 kt.

In terms of competitive landscape, global needle coke producers cluster in the US, Japan and China. Among them, Phillips 66, a spin-off from ConocoPhillips, is the world's largest producer of petroleum-based needle coke, with production capacity of about 450 kt/a; Shandong Yida New Material Co., Ltd. and Shandong Jingyang Technology Co., Ltd. have seen surging capacity in recent years, each with 180 kt/a, tied for the second largest needle coke producer in the world; Shanxi Hongte Coal Chemical Industry Co., Ltd. and Shandong Yiwei New Materials Co., Ltd. surpassed Nippon Steel Chemical (formerly C-Chem) and became the world's largest (joint) coal-based needle coke producer, with capacity of 150 kt/a. In addition to the above-mentioned producers, other Chinese players have also increased their investments in recent years. The capacity of Tangshan Dongri New Energy Materials Co., Ltd., Zaozhuang Zhenxing Carbon Material Technology Co., Ltd., and Kaifeng Pingmei New Carbon Materials Technology Co., Ltd. and more has increased significantly in recent years.

Needle coke, the main raw material for lithium battery anode materials, is greatly affected by the demand for lithium batteries. In 2020, the demand for needle coke for anode materials in China reached 190 kt, a figure projected to hit 1,900 kt in 2026.

“Global and China Needle Coke Industry Report, 2022-2027” highlights the following:

• Needle coke (definition, classification, main models, development history, etc.);

• Global needle coke industry (supply and demand, technology, competitive pattern, etc.);

• China needle coke industry (development environment, supply and demand, competitive pattern, import and export, etc.);

• Main downstream sectors (graphite electrode) of needle coke (production, demand, market pattern, etc.);

• 7 global and 16 Chinese needle coke producers (operation, revenue structure, needle coke business, etc.).

Table of Contents

1. Overview of Needle Coke

• 1.1 Product Introduction
• 1.2 Classification and Application
• 1.3 Industry Chain

2. Development of Global Needle Coke Industry

• 2.1 Overview
• 2.2 Supply & Demand
  • 2.2.1 Supply
  • 2.2.2 Demand
• 2.3 Technical Status
• 2.4 Market Pattern
  • 2.4.1 USA
  • 2.4.2 Japan
  • 2.4.3 UK

3. Development of Needle Coke Industry in China

• 3.1 Development Environment
  • 3.1.1 Policy Environment
  • 3.1.2 Technical Environment
  • 3.1.3 Trade Environment
• 3.2 Supply & Demand
  • 3.2.1 Supply
  • 3.2.2 Demand
• 3.3 Market Pattern
• 3.4 Import
  • 3.4.1 Oil-based Needle Coke
  • 3.4.2 Coal-based Needle Coke
• 3.5 Price Trend

4. China Graphite Electrode Industry Development

• 4.1 Supply & Demand
  • 4.1.1 Overview
  • 4.1.2 Supply
  • 4.1.3 Demand
  • 4.1.4 Import & Export
• 4.2 Competitive Landscape
  • 4.2.1 Enterprise Competition
  • 4.2.2 Regional Competition
• 4.3 Price Trend
• 4.4 Needle Coke Demand

5. China Lithium-ion Battery Anode Materials Market

• 5.1 Supply & Demand
  • 5.1.1 Supply
  • 5.1.2 Demand
• 5.2 Competitive Landscape
  • 5.2.1 Enterprise Competition
  • 5.2.2 Regional Competition
• 5.3 Price Trend
• 5.4 Needle Coke Demand

6. Major Needle Coke Companies Worldwide

• 6.1 Phillips 66
  • 6.1.1 Profile
  • 6.1.2 Operation
  • 6.1.3 Needle Coke Business
• 6.2 Nippon Steel Chemical & Material (NSCM)
  • 6.2.1 Profile
  • 6.2.2 Needle Coke Business
• 6.3 GrafTech International
  • 6.3.1 Profile
  • 6.3.2 Operation
  • 6.3.3 Needle Coke Business
• 6.4 Mitsubishi Chemical
  • 6.4.1 Profile
  • 6.4.2 Operation
  • 6.4.3 Needle Coke Business
• 6.5 ENEOS
  • 6.5.1 Profile
  • 6.5.2 Operation
  • 6.5.3 Needle Coke Business
• 6.6 Petrocokes Japan Limited
  • 6.6.1 Profile
  • 6.6.2 Needle Coke Business
• 6.7 Posco Chemtech
  • 6.7.1 Profile
  • 6.7.2 Operation
  • 6.7.3 Needle Coke Business

7. Major Needle Coke Companies in China

• 7.1 Fangda Carbon New Material Technology Co., Ltd.
  • 7.1.1 Profile
  • 7.1.2 Operation
  • 7.1.3 Revenue Structure
  • 7.1.4 R&D
  • 7.1.5 Needle Coke Business
• 7.2 Qitaihe Baotailong Coal&Coal Chemicals Public Co., Ltd.
  • 7.2.1 Profile
  • 7.2.2 Operation
  • 7.2.3 Revenue Structure
  • 7.2.4 Needle Coke Business
• 7.3 Shandong Yida New Material Co., Ltd.
  • 7.3.1 Profile
  • 7.3.2 Needle Coke Business
• 7.4 Kaifeng Pingmei New Carbon Materials Technology Co., Ltd.
  • 7.4.1 Profile
  • 7.4.2 Operation
  • 7.4.3 Key Customers
  • 7.4.3 Anshan Zhongte New Material Technology Co., Ltd.
  • 7.4.4 Henan Shoucheng Technology New Material Co., Ltd.
• 7.5 Jinzhou Petrochemical Co., Ltd.
  • 7.5.1 Profile
  • 7.5.2 Needle Coke Business
• 7.6 Baowu Carbon
  • 7.6.1 Profile
  • 7.6.2 Operation
  • 7.6.2 Needle Coke Business
  • 7.6.4 Latest Developments
• 7.7 Bora Bioenergy
  • 7.7.1 Profile
  • 7.7.2 Needle Coke Business
• 7.8 Shandong Jingyang Technology Co., Ltd.
  • 7.8.1 Profile
  • 7.8.2 Needle Coke Business
  • 7.8.3 Latest Developments
• 7.9 Risun Holdings
  • 7.9.1 Profile
  • 7.9.2 Operation
  • 7.9.3 Revenue Structure
  • 7.9.4 Pingdingshan Xuyang Xingyu New Materials Co., Ltd.
• 7.10 Henan Baoshun Fine Chemical Co., Ltd.
  • 7.10.1 Profile
  • 7.10.2 Needle Coke Business
• 7.11 TSDR New Energy Materials Co., Ltd.
  • 7.11.1 Profile
  • 7.11.2 Needle Coke Business
  • 7.11.3 Main Process
• 7.12 Zaozhuang Zhenxing Carbon Material Technology Co., Ltd.
  • 7.12.1 Profile
  • 7.12.2 Needle Coke Business
• 7.13 Anhui MaSteel Chemical Energy Technology Co., Ltd.
  • 7.13.1 Profile
  • 7.13.2 Needle Coke Business
• 7.14 Shanxi Hongte Coal Chemical Industry Co., Ltd.
  • 7.14.1 Profile
  • 7.14.2 Needle Coke Business

Selected Charts

Physical Needle Coke

Needle Coke Industry Chain

Global Needle Coke Capacity, 2013-2021

Global Needle Coke Capacity Structure (by Product), 2010-2021

Global Needle Coke Output, 2011-2021

Shipment of Global Lithium Battery Anode Materials, 2016-2026E

Global Coal Based Needle Coke Production Process and Its Characteristics

Needle Coke Production Process by Different Raw Materials

Capacity of Major Global Needle Coke Manufacturers, 2021

Capacity and Production Base of U.S. Needle Coke Manufacturers, 2021

Capacity and Product Type of Major Japanese Needle Coke Manufacturers, 2021

Capacity and Production Base of British Needle Coke Manufacturers, 2021

Needle Coke-related Policies in China, 2016-2020

Process of Needle Coke Technology in China

China's Tentative Tax Rate for Imported Carbon Goods, 2021

New Needle Coke Capacity of Some Chinese Companies, 2022

China's Needle Coke Capacity, 2014-2021

China's Needle Coke Output, 2016-2027E

China's Needle Coke Output by Product, 2017-2027E

China's Demand for Needle Coke, 2016-2027E

China's Demand for Needle Coke (by Application), 2016-2027E

Distribution of Needle Coke Capacity in China by Enterprise, 2022

Distribution of New Needle Choke Capacity in China by Enterprise, 2022-2024

Monthly Import Volume of Oil-based Needle Coke, 2019-2021

Oil-based Needle Coke Import Unit Price by Country, 2019-2021

Monthly Import Volume of Coal-based Needle Coke, 2019-2021

Coal-based Needle Coke Import Unit Price by Country, 2019-2021

Needle Coke Price in China by Product, 2020-2021

Factors Affecting Supply and Demand of Graphite Electrode

China's Graphite Electrode Output, 2017-2027E

China's Graphite Electrode Output (by Product), 2013-2021

Downstream Structure of Graphite Electrode in China

Policies on Electric Furnace Steel in China, 2016-2021

Operating Rate of 71 Independent Electric Arc Furnaces in China, 2019-2021

Capacity Utilization of 71 Independent Electric Arc Furnaces in China, 2019-2021

Electric Furnace Steel Output and Ratio to Crude Steel in China, 2017-2027E

China's Export Volume of Graphite Electrode, 2016-2021

Main Export Destinations of China's Graphite Electrodes, 2021

China's Graphite Electrode Export Breakdown by Country, 2021

Capacity of Major Chinese Graphite Electrode Companies, 2021

Capacity Expansion Plans of Major Chinese Graphite Electrode Companies, 2020-2022

Top5 Enterprises by Graphite Electrode Sales in China, 2021

Top5 Enterprises by Ultra-high-power Graphite Electrode Output in China, 2021

Regional Graphite Electrode Capacity Layout, 2021

Price Trend of Graphite Electrode in China, 2021

Applications of Needle Coke to Graphite Electrode

Demand for Needle Coke from Graphite Electrode in China, 2017-2027E

Output of Lithium-ion Battery Anode Materials in China, 2015-2027E

Performance Comparison of Main Anode Materials

Output of Lithium-ion Battery Anode Materials (By Product) in China, 2017-2027E

Cost Structure of Lithium Battery

China's Output of Power Lithium Battery, 2016-2027E

Output and Sales of New Energy Vehicle in China, 2017-2027E

Capacity Distribution of Major Anode Material Producers in China, 2021

Anode Material Sales Volume of Key Producers in China, 2021

Anode Materials Capacity Expansion Plans of Main Companies, 2022

Geographical Distribution of Anode Materials Output in China, 2016-2021

Regional Anode Material Capacity Layout of China,2021

Price Trend of Anode Materials in China, 2014-2021

Demand for Needle Coke Used in Lithium Battery Anode Materials in China, 2016-2026E

Main Business of Phillips 66

Revenue and Net Income of Phillips66, 2019-2021

Sales and Other Operating Revenues by Business of Phillips66, 2019-2021

Net Income (Loss) by Business of Phillips66, 2019-2021

Sales and Other Operating Revenues by Region of Phillips66, 2019-2021

Needle Coke Capacity of Phillips66, 2021

Profile of NSCM

Needle Coke Industry Chain of NSCM

Coke Production Layout of NSCM

Coke Products Portfolio of NSCM

Needle Coke Performance Index of NSCM

Global Network of Production and Sales of GrafTech

Revenue and Net Income of GrafTech, 2019-2021

Revenue Structure of GrafTech by End Market, 2021

Revenue Structure of GrafTech by Region, 2020-2021

GrafTech Industry Chain

Characteristics of Seadrift SSP™ Senior Petroleum Coke and Seadrift SSP™ Ordinary Petroleum Coke

Sales and Production Volume of GraTech's Graphite Electrode,2020-2021

Key Business of Mitsubishi Chemical

Sale Revenue and Operating Income of Mitsubishi Chemical, FY2017-FY2021

Revenue Structure of Mitsubishi Chemical, FY2021

Needle Coke Production Process of Mitsubishi Chemical

Key Facts of ENEOS Holdings

Business Segments of ENEOS

Revenue and Net Income of ENEOS Holdings, FY2017-FY2021

Revenue Structure of ENEOS Holdings (by Division), FY2021

Key Product of ENEOS Corporation

Needle Coke Production Bases and Capacity of ENEOS Holdings, 2021

Posco Chemtech's Sales, Operating Income and Net Income, 2018-2021

Revenue and Gross Margin of Posco Chemtech, 2019-2021

Sales of PMC Tech, 2019-2021

Equity Structure of Fangda Carbon, 2022

Revenue and Net Income of Fangda Carbon, 2012-2021

Gross Margin of Fangda Carbon (by product), 2015-2021

Revenue Structure of Fangda Carbon (by product), 2015-2021

Revenue Structure of Fangda Carbon (by region), 2015-2021

R&D Investment and % in Revenue of Fangda Carbon, 2015-2021

Equity Structure of C-Chem (Jiangsu)

Revenue and Net Income of C-Chem (Jiangsu), 2017-2021

Fangda Carbon's Payment for Its Procurement of Raw Materials like Needle Coke from Associate Companies, 2018-2021

Equity Structure of Baotailong, 2019

Revenue and Net Income of Baotailong, 2014-2021

Revenue of Baotailong (by Product), 2019-2020

Operating Revenue of Baotailong (by Region), 2014-2021

Technical Parameters of Non-calcined Needle Coke of Baotailong New Materials

Technical Parameters of Calcined Needle Coke of Baotailong New Materials

Baotailong's Needle Coke Capacity and Capacity Utilization, 2016-2021

Baotailong's Needle Coke Output, Sales and Inventory, 2018-2021

Baotailong's Needle Coke Revenue, Operating Cost and Gross Margin, 2021

Main Financial Data of Kaifeng Pingmei New Carbon Materials Technology, 2019-2021

Domestic Customers of Kaifeng Pingmei New Carbon Materials Technology

Needle Coke Performance Indicators of Anshan Zhongte New Material Technology

Development History of Anshan Zhongte New Material Technology's Needle Coke

Revenue and Net Income of Baowu Carbon, 2019-2021

Revenue of Baowu Carbon by Product, 2019-2021

Revenue of Baowu Carbon by Region, 2019-2021

Technical Indicators of Baowu Carbon's Coal-based Needle Coke

Technical Indicators of Baowu Carbon's Coke for Anode Materials

Needle Coke Capacity and Output of Baowu Carbon, 2019-2022

Asset Restructuring Progress of Baowu Carbon, 2020-2022

List of Fundraising Projects of Baowu Carbon, 2022

Typical Needle Coke Products of Bora Bioenergy

Milestones of Shandong Jingyang

Major Customers of Shandong Jingyang

Needle Coke Technical Index of Shandong Jingyang Technology Co., Ltd.

Sales Network of Shandong Jingyang

Revenue and Net Income of Risun Holdings, 2016-2021

Revenue Structure of Risun Holdings, 2021

Major Products' Production Volume of Risun Holdings, 2021

Technical Specifications of TSDR New Energy's Graphite Electrode

Schematic Diagram of TSDR New Energy's Needle Coke Technology

Schematic Diagram of TSDR New Energy's Ultra-high Power Graphite Electrode Technology

Equity Structure of Zhenxing Carbon

Technical Indicators of Zaozhuang Zhenxing Carbon Material Technology's Needle Coke (Green Coke)

Technical Indicators of Zaozhuang Zhenxing Carbon Material Technology's Needle Coke (Calcined Coke)

Needle Coke Capacity of Zaozhuang Zhenxing Carbon Material Technology, 2020-2024

Assets and Net Income of MaSteel Chemical

Needle Coke Performance Index of Shanxi Hongte

Sales Network of Hongte