Industry Overview - The artificial graphite industry in China is experiencing robust growth driven by the global energy revolution and industrial upgrades, with a market size projected to reach 43.8 billion yuan in 2024, reflecting a year-on-year increase of 6.83% [2] - The demand for lithium battery anode materials is the primary driver of market expansion, with an expected shipment volume of 2.08 million tons of lithium battery anode materials in 2024, of which artificial graphite will account for 87% [2] - There is a steady increase in demand for specialty graphite from high-end manufacturing sectors such as aerospace and semiconductors, leading to a shift towards high value-added product structures [2] Industry Development History - The development of the artificial graphite industry in China has gone through five stages, starting from the late 19th century with the invention of artificial graphite electrodes [6] - The industry saw significant advancements in the 1970s with the successful development of high-power and ultra-high-power graphite electrodes, enhancing conductivity and corrosion resistance [7] - The period from 2010 to the present has been marked by explosive growth in demand for artificial graphite as a negative electrode material for lithium-ion batteries, particularly driven by the rapid development of electric vehicles and energy storage [7] Industry Supply Chain - The upstream of the artificial graphite industry includes raw materials such as needle coke, petroleum coke, coal tar pitch, natural graphite ore, and chemical reagents, as well as production equipment [9] - The midstream involves the manufacturing process of artificial graphite, while the downstream applications span across various sectors including power batteries, consumer batteries, energy storage, steel, chemicals, aerospace, defense, semiconductor manufacturing, lubricants, and medical devices [9] Related Companies - Key listed companies in the artificial graphite sector include Better Energy (835185), Fangda Carbon (600516), Zichan Technology (603659), and Shanshan Co., Ltd. (600884) [2] - Other relevant companies include Baotailong New Materials, Sinopec, PetroChina, and CATL, among others [2]

内容概况：近年来，中国人造石墨行业在全球新能源革命与产业升级的推动下，呈现出蓬勃发展的态 势，市场规模持续扩大，技术迭代加速，产业链整合深化，政策引导与市场需求形成双重驱动。2024 年，中国人造石墨行业市场规模为438亿元，同比增长6.83%。其中，锂电池负极材料需求持续增长是 市场规模扩大的主要推手。2024年中国锂电负极材料出货量达208万吨，其中人造石墨占比87%，有效 带动人造石墨市场规模的增长。此外，高端制造业（如航空航天、半导体）对特种石墨的需求稳步增 长，推动产品结构向高附加值转型。 相关上市企业：贝特瑞（835185）、方大炭素（600516）、紫宸科技（603659）、杉杉股份（600884） 相关企业：宝泰隆新材料股份有限公司、中国石油化工股份有限公司、中国石油天然气股份有限公司、 本钢板材股份有限公司、贝特瑞新材料集团股份有限公司、方大炭素新材料科技股份有限公司、国药集 团化学试剂有限公司、上海山启机械有限公司、郑州中意矿山机械有限公司、上海乔克阀门股份有限公 司、上海宝钢化工有限公司、宁德时代新能源科技股份有限公司、比亚迪股份有限公司、宝钢股份有限 公司、鞍钢集团有限公司 关键词：人 ...

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