中国材料行业：石墨电极产业链电话会核心要点-China_Materials_Takeaways_from_Graphite_Electrode_Industry_Chain_Call

Flash | 03 Feb 2026 08:41:52 ET │ 9 pages China Materials Takeaways from Graphite Electrode Industry Chain Call CITI'S TAKE We hosted a Graphite Electrode, Needle Coke, and EAF 2026 Outlook call today with Ms Xu Yilin and Mr Qiao Quan, analysts of ICCSINO. We view the graphite electrode industry as being at a cyclical bottom, with inventories low and downside limited, but near-term price recovery still largely dependent on raw material costs rather than steel demand. The more compelling structural story lie ...