Analysis of China’s Needle Coke Imports in 2019

2025-04-02

中国2019年石油基针状焦进口统计数据

China’s Petroleum-based needle coke imports in 2019 were 160,900 tons, an increase of 36.93% over the same period in 2018. The import volume of China’s Petroleum-based needle coke in 2019 has increased compared with the same period in 2018, mainly due to greater demand for 阳极材料. The output of China’s 阳极材料 in 2019 expanded by 83.74% compared with the same period in 2018 owing to its characteristics of good circulation and safety performance. At present, China’s needle coke is used as the raw material of the 阳极材料, 它的市场份额略大于天然石墨。此外，石墨电极的连接焦炭和超大石墨电极焦炭主要来自进口的石油基针状焦。

2019年，中国从英国进口了111,100吨石油基针状焦（由P66生产），从美国进口了32,800吨石油基针状焦（由P66生产）。从英国和美国进口的石油基针状焦主要用于阳极材料和超高规格石墨电极。

2.2019年中国煤基针状焦进口统计

2019年，中国煤基针状焦进口总量为87,800吨，比2018年同期减少了6.90%。2019年，从韩国（由韩国PMC生产）进口了59,600吨煤基针状焦，从日本进口了27,300吨煤基针状焦，分别比去年同期减少了9.38%和17.06%。减少的主要原因：

① China’s needle coke production capacity has increased, and output has gradually been released;

② China’s graphite electrode market has a large supply and demand, prices are in a downward trend, profit margins are shrinking, and demand for needle coke is decreasing.

中国煤基针状焦按国家的比例

中国针状焦2020年进口预测

受2020年第一季度疫情影响，下游石墨电极和阳极材料制造商推迟开工或减少生产，采购计划被推迟，生产量较前期减少。预计年初进口的针状焦将减少，疫情结束后将恢复，但从整体市场来看，负极新能源车仍享有政策红利，发展前景积极，需求将继续增加。石油基针状焦的国内生产技术有改善的步骤，整体来看，进口针状焦仍是主要类型，进口量将继续增加；而煤基针状焦在2020年将有新的生产能力，煤基针状焦的生产和质量将继续提高。韩国的针状焦质量接近国内焦炭，替代性强。预计2020年煤基针状焦的进口量将减少。