1. Technological Breakthroughs Driving Product Performance Upgrades – China’s graphite electrode industry continues to enhance product performance and reliability through material innovation and process optimization. The application of graphene technology significantly improves electrical conductivity and mechanical strength, while 3D printing enables precise control of microstructures, addressing thermal shock resistance challenges in high-power applications. These technological advances are accelerating the industry’s shift from regular-power to ultra-high-power electrodes, helping companies overcome technical barriers in the high-end market and reduce dependence on imported products.
2. Expansion of Application Scenarios Stimulating Market Demand Graphite electrodes are increasingly penetrating emerging sectors such as new energy and aerospace, creating diversified demand. The rising share of electric-arc furnace steelmaking boosts demand for ultra-high-power electrodes, while the development of lithium battery anode materials opens up secondary application scenarios. Additionally, the requirements of semiconductor and photovoltaic equipment for advanced thermal-management materials are driving innovation in specialty graphite electrodes. The expansion of application fields helps the industry reduce reliance on the steel sector alone and establishes a foundation for sustainable growth.
3. Industrial Chain Synergy Strengthening Supply Chain Resilience Localization of upstream needle coke and deeper downstream application integration are improving overall industry efficiency. Domestic enterprises have achieved breakthroughs in high-end needle coke mass-production technologies, reducing the risks associated with raw-material imports. Joint development of customized solutions with steel and new-energy companies shortens product validation cycles. Vertical integration strengthens the industry’s ability to cope with international price fluctuations and ensures supply chain security in key sectors.
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