At present, my country's aluminum cathode production capacity is 744,000 tons/year, of which the graphitized cathode production capacity is 155,000 tons/year, accounting for 20.8%. Regarding the current electrolytic aluminum production capacity, based on the average cell life of 6 years, the annual overhaul capacity is 7 million tons/year, and the annual demand for aluminum cathodes is 260,000 tons. According to the current technical renovation of electrolytic cells, almost all graphitized cathodes are used.
According to the current situation, the demand for graphitized cathodes is also around 260,000 tons per year. Compared with the production capacity of 155,000 tons, there is a gap of about 100,000 tons. If the new grading standards are implemented in 2023, it may prompt aluminum companies to carry out technical transformation in advance. , may cause the graphitized cathode gap to increase. In fact, the graphitized cathode gap has already increased this year..
