石墨电极棒市场规模、份额及成长分析（按应用、类型、最终用途产业、製造流程和地区划分）－2026-2033年产业预测

预计到 2024 年，全球石墨电极棒市场规模将达到 49 亿美元，到 2025 年将达到 50.8 亿美元，到 2033 年将达到 68 亿美元，预测期（2026-2033 年）的复合年增长率为 3.7%。

石墨电极作为关键导电材料，广泛应用于炼钢以及非铁金属和化学原料熔炼的电弧炉（EAF）。由于废钢回收利用率的提高以及钢铁业对能源效率的追求，石墨电极的需求正在蓬勃发展。亚太地区，尤其是中国、日本和韩国等主要国家，占据了全球最大的消费份额；而北美地区由于电弧炉的扩张，需求也不断增长。欧洲的需求则保持稳定，这与钢铁生产脱碳的努力一致。然而，针状焦价格的波动和碳排放法规的实施，为产业盈利带来了挑战。儘管如此，永续性和不断扩大的产能确保了石墨电极将继续在全球冶金和工业应用中发挥关键作用。

全球石墨电极棒市场驱动因素

全球钢铁业的扩张主要得益于人们对电弧炉（EAF）生产的日益青睐，这源自于对排放气体环境问题的关注以及废钢供应量的增加。电弧炉技术二氧化碳排放较低，因此比传统高炉生产更具永续。值得注意的是，电弧炉依靠石墨电极高效熔化废钢，产生了对石墨电极棒的巨大需求。这种向更环保的炼钢製程的持续转变是推动全球石墨电极棒市场成长的主要因素，凸显了这项创新技术在产业中的重要性。

限制全球石墨电极棒市场的因素

全球石墨电极棒市场面临巨大的挑战，主要原因是针状焦（高功率石墨电极的关键原料）价格波动。这种价格波动主要受全球产能有限以及锂离子电池产业（使用合成石墨作为负极材料）需求不断增长的影响。原材料供应和成本的不确定性直接影响製造成本和供应链稳定性。因此，这种持续的不确定性限制了全球石墨电极棒市场的成长潜力，阻碍了市场的整体扩张。

全球石墨电极市场趋势

受涂层技术进步和电弧炉（EAF）运行效率提升措施的推动，全球石墨电极棒市场目前正经历显着成长。为应对高成本的电极和能源成本，製造商和钢厂正越来越多地采用防护涂层并优化操作条件，以降低电极消耗。透过延长电极寿命并最大限度地减少电弧炉高强度运作过程中的氧化，相关人员旨在提高整体营运效率。这一趋势不仅反映了向永续生产方式的转变，也凸显了业界对创新和成本效益的承诺，并将石墨电极定位为炼钢的关键部件。

目录

介绍

• 调查目标
• 市场定义和范围

调查方法

• 调查过程
• 二手资料和一手资料方法
• 市场规模估算方法

执行摘要

• 全球市场展望
• 市场主要亮点
• 细分市场概览
• 竞争格局概述

市场动态与展望

• 总体经济指标
• 驱动因素和机会
• 限制与挑战
• 供给面趋势
• 需求面趋势
• 波特的分析和影响

关键市场考察

• 关键成功因素
• 影响市场的因素
• 关键投资机会
• 生态系测绘
• 市场吸引力指数（2025）
• PESTEL 分析
• 价值链分析
• 定价分析
• 案例研究
• 监管环境
• 技术评估

全球石墨电极棒市场规模（按应用领域及复合年增长率划分）（2026-2033 年）

• 钢铁生产
• 铝生产
• 铸造厂
• 特殊用途

全球石墨电极棒市场规模（按类型及复合年增长率划分）（2026-2033 年）

• 超高功率
• 高功率
• 正常功率

全球石墨电极棒市场规模（依终端用户产业划分）及复合年增长率（2026-2033 年）

• 金属工业
• 汽车产业
• 电子产业
• 能源产业

全球石墨电极棒市场规模（按製造流程和复合年增长率划分）（2026-2033 年）

• 等向性压力
• 挤出成型
• CIP（冷等向性静压）

全球石墨电极棒市场规模及复合年增长率（2026-2033）

• 北美洲
  • 美国
  • 加拿大
• 欧洲
  • 德国
  • 西班牙
  • 法国
  • 英国
  • 义大利
  • 其他欧洲地区
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 亚太其他地区
• 拉丁美洲
  • 墨西哥
  • 巴西
  • 其他拉丁美洲地区
• 中东和非洲
  • 海湾合作委员会国家
  • 南非
  • 其他中东和非洲地区

竞争资讯

• 前五大公司对比
• 主要企业的市场定位（2025 年）
• 主要市场参与者所采取的策略
• 近期市场趋势
• 公司市占率分析（2025 年）
• 主要企业公司简介
  • 公司详情
  • 产品系列分析
  • 依业务板块进行公司股票分析
  • 2023-2025年营收年比比较

主要企业简介

• GrafTech International（United States）
• Fangda Carbon New Material Co., Ltd.（China）
• Resonac Holdings Corporation（Japan）
• Tokai Carbon Co., Ltd.（Japan）
• Graphite India Limited（GIL）（India）
• HEG Limited（India）
• SGL Carbon（Germany）
• Nippon Carbon Co., Ltd.（Japan）
• SEC Carbon, Ltd.（Japan）
• Sinosteel Jilin Carbon Co., Ltd.（China）
• Kaifeng Pingmei New Carbon Material Technology Co., Ltd.（China）
• Zhongze Group（China）
• Dan Carbon（China）
• Nantong Yangzi Carbon Co., Ltd.（China）
• Sangraf International（United States）
• Asbury Carbons（United States）
• Mersen（France）
• Toyo Tanso Co., Ltd.（Japan）
• Energoprom Group（Russia）
• Shandong Yida New Material Co., Ltd.（China）

结论与建议

Global Graphite Electrode Rod Market size was valued at USD 4.9 billion in 2024 and is poised to grow from USD 5.08 billion in 2025 to USD 6.8 billion by 2033, growing at a CAGR of 3.7% during the forecast period (2026-2033).

Graphite electrode rods are critical conductive materials extensively utilized in electric arc furnaces (EAF) for steelmaking and the smelting of nonferrous metals and chemicals. The demand for these rods has surged, driven by increased scrap steel recycling and a push for enhanced energy efficiency within the steel industry. The Asia-Pacific region, led by major players such as China, Japan, and South Korea, dominates global consumption, while North America experiences rising demand from EAF adoption. Europe maintains steady usage, aligning with decarbonization efforts in steel production. However, industry profitability faces challenges due to needle coke price volatility and carbon emission regulations. Nevertheless, sustainability trends and capacity expansions ensure that graphite electrode rods will remain crucial for global metallurgy and industrial applications.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Graphite Electrode Rod market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Global Graphite Electrode Rod Market Segments Analysis

Global Graphite Electrode Rod Market is segmented by Application, Type, End Use Industry, Manufacturing Process and region. Based on Application, the market is segmented into Steel Production, Aluminum Production, Foundries and Specialty Applications. Based on Type, the market is segmented into Ultra High Power, High Power and Regular Power. Based on End Use Industry, the market is segmented into Metal Industry, Automotive Industry, Electronics Industry and Energy Industry. Based on Manufacturing Process, the market is segmented into Isostatic Pressing, Extrusion and CIP (Cold Isostatic Pressing). Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Global Graphite Electrode Rod Market

The expansion of the global steel industry is largely influenced by the growing preference for Electric Arc Furnace (EAF) production, motivated by environmental concerns regarding emissions and the increasing availability of scrap steel. EAF technology offers a more sustainable alternative to traditional blast furnaces, as it generates lower carbon dioxide emissions. Crucially, EAFs depend on graphite electrodes to efficiently melt scrap, which creates a significant demand for graphite electrode rods. This ongoing transition towards more eco-friendly steel manufacturing processes is a key factor propelling the growth of the global graphite electrode rod market, highlighting the importance of this innovative technology in the industry.

Restraints in the Global Graphite Electrode Rod Market

The global graphite electrode rod market faces significant challenges due to the volatility in the pricing of needle coke, a crucial raw material for ultra-high-power graphite electrodes. This price fluctuation is largely influenced by the limited global production capacity and the increasing demand from the lithium-ion battery industry, which relies on synthetic graphite for anodes. Such unpredictability in the availability and cost of raw materials directly impacts manufacturing expenses and supply chain stability. Consequently, this ongoing uncertainty acts as a restraint on the growth potential of the global graphite electrode rod market, hindering its overall expansion.

Market Trends of the Global Graphite Electrode Rod Market

The global graphite electrode rod market is currently witnessing significant growth, driven by advancements in coating technologies and enhanced efficiency practices in electric arc furnace (EAF) operations. Manufacturers and steelmakers are increasingly adopting protective coatings and optimizing operating conditions to reduce electrode consumption, a response to the high costs associated with electrodes and energy. By extending electrode life and minimizing oxidation during intense EAF processes, stakeholders aim to improve overall operational efficiency. This trend not only reflects a shift towards sustainable production methods but also highlights the industry's commitment to innovation and cost-effectiveness, positioning graphite electrodes as critical components in steel manufacturing.

Table of Contents

Introduction

• Objectives of the Study
• Market Definition & Scope

Research Methodology

• Research Process
• Secondary & Primary Data Methods
• Market Size Estimation Methods

Executive Summary

• Global Market Outlook
• Key Market Highlights
• Segmental Overview
• Competition Overview

Market Dynamics & Outlook

• Macro-Economic Indicators
• Drivers & Opportunities
• Restraints & Challenges
• Supply Side Trends
• Demand Side Trends
• Porters Analysis & Impact
  • Competitive Rivalry
  • Threat of Substitute
  • Bargaining Power of Buyers
  • Threat of New Entrants
  • Bargaining Power of Suppliers

Key Market Insights

• Key Success Factors
• Market Impacting Factors
• Top Investment Pockets
• Ecosystem Mapping
• Market Attractiveness Index, 2025
• PESTEL Analysis
• Value Chain Analysis
• Pricing Analysis
• Case Studies
• Regulatory Landscape
• Technology Assessment

Global Graphite Electrode Rod Market Size by Application & CAGR (2026-2033)

• Market Overview
• Steel Production
• Aluminum Production
• Foundries
• Specialty Applications

Global Graphite Electrode Rod Market Size by Type & CAGR (2026-2033)

• Market Overview
• Ultra High Power
• High Power
• Regular Power

Global Graphite Electrode Rod Market Size by End Use Industry & CAGR (2026-2033)

• Market Overview
• Metal Industry
• Automotive Industry
• Electronics Industry
• Energy Industry

Global Graphite Electrode Rod Market Size by Manufacturing Process & CAGR (2026-2033)

• Market Overview
• Isostatic Pressing
• Extrusion
• CIP (Cold Isostatic Pressing)

Global Graphite Electrode Rod Market Size & CAGR (2026-2033)

• North America (Application, Type, End Use Industry, Manufacturing Process)
  • US
  • Canada
• Europe (Application, Type, End Use Industry, Manufacturing Process)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Application, Type, End Use Industry, Manufacturing Process)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Application, Type, End Use Industry, Manufacturing Process)
  • Mexico
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Application, Type, End Use Industry, Manufacturing Process)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2025
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2025
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2023-2025)

Key Company Profiles

• GrafTech International (United States)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Fangda Carbon New Material Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Resonac Holdings Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Tokai Carbon Co., Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Graphite India Limited (GIL) (India)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• HEG Limited (India)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• SGL Carbon (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Nippon Carbon Co., Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• SEC Carbon, Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Sinosteel Jilin Carbon Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Kaifeng Pingmei New Carbon Material Technology Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Zhongze Group (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Dan Carbon (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Nantong Yangzi Carbon Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Sangraf International (United States)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Asbury Carbons (United States)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Mersen (France)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Toyo Tanso Co., Ltd. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Energoprom Group (Russia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Shandong Yida New Material Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations