Chigamulo chotsutsana ndi kutaya kwa European Commission pa electrode ya graphite ya China

European Commission ikukhulupirira kuti kuwonjezeka kwa katundu wa China kupita ku Ulaya kwawononga mafakitale oyenera ku Ulaya. Mu 2020, kufunika kwa mpweya ku Ulaya kunachepa chifukwa cha kuchepa kwa zitsulo zopanga zitsulo ndi mliriwu, koma chiwerengero cha katundu wotumizidwa kuchokera ku China chinawonjezeka ndi 12% pachaka, ndipo gawo la msika linafika 33,8%, kuwonjezeka kwa 11,3 maperesenti; Gawo lamsika lamakampani aku Europe latsika kuchokera pa 61.1% mu 2017 mpaka 55.2% mu 2020.
Kufufuza kwa mlanduwu kumakhudzanso mfundo zingapo monga kuphatikizika kwazinthu, gwero ndi mtengo wa petroleum coke, ndalama zoyendera, magetsi ndi njira yowerengera. Mitu yaku China monga China Chamber of Commerce for mechanical and electronic industry, Fangda group ndi Liaoning dantan inadzutsa kukayikira ndipo amakhulupirira kuti miyezo yomwe European Commission inatengera inali yolakwika.
Kufufuza kwamilandu kumakhudza magawo angapo monga kuphatikizika kwazinthu. Mitu yaku China monga China Chamber of Commerce for mechanical and electronic industry, Fangda group ndi Liaoning dantan onse amakayikira kuti miyezo yotengedwa ndi European Commission idasokonekera.
Komabe, madandaulo ambiri adakanidwa ndi European Commission pazifukwa zomwe mabizinesi aku China sanakhazikitse miyezo kapena miyezo yabwinoko kapena yosapotozedwa.
China ndiyogulitsa kunja kwambiri ma elekitirodi a graphite. Everbright Securities inanena kuti m'zaka zaposachedwa, kafukufuku wotsutsana ndi kutaya kunja kwa nyanja pa kutumiza kunja kwa ma elekitirodi a graphite aku China akhala akupitilira, zomwe zimachitika chifukwa chotsika mtengo komanso kukwera kwapang'onopang'ono kwa ma elekitirodi apanyumba a graphite, komanso kuchuluka kwa zotumiza kunja kwakula chaka. ndi chaka.
Kuyambira 1998, India, Brazil, Mexico ndi United States motsatizana achita kafukufuku wotsutsa kutaya ndikuika ntchito zoletsa kutaya pamagetsi a graphite aku China.
Lipoti la Everbright Securities likuwonetsa kuti madera aku China omwe amatumiza kunja kwa ma electrode a graphite akuphatikizapo Russia, Malaysia, Turkey, Italy ndi zina zotero.
Kuchokera ku 2017 mpaka 2018, mphamvu yopanga ma elekitirodi akunja kwanyanja idasiya pang'onopang'ono. Makampani monga graftech ku United States ndi Sigri SGL ku Germany anapitirizabe kuchepetsa mphamvu zopanga, ndipo anatseka mafakitale atatu akunja motsatira, kuchepetsa mphamvu yopangira ndi matani pafupifupi 200000. Kugawika kwazinthu zakunja ndi zosowa zakunja kudakulirakulira, ndikupangitsa kuti kufunikira kwa ma graphite electrode ku China kubwerenso.
Everbright Securities ikuneneratu kuti kuchuluka kwa ma graphite electrode ku China akuyembekezeka kufika matani 498500 mu 2025, kuwonjezeka kwa 17% kuposa 2021.
Malinga ndi data ya Baichuan Yingfu, mphamvu yopanga ma graphite elekitirodi mu 2021 inali matani 1.759 miliyoni. Voliyumu yotumiza kunja inali matani 426200, ndikuwonjezeka kwakukulu pachaka kwa 27%, mlingo wapamwamba kwambiri munthawi yomweyi m'zaka zisanu zaposachedwa.
Kufunika kwapansi kwa ma elekitirodi a graphite kumakhazikika m'mafakitale anayi: zitsulo zamagetsi za arc ng'anjo, ng'anjo yamadzi ya arc yosungunula phosphorous yachikasu, abrasive ndi silikoni yamakampani, pakati pawo kufunikira kwa chitsulo cha ng'anjo yamagetsi ndikokulirapo.
Malinga ndi ziwerengero za data ya Baichuan, kufunikira kwa maelekitirodi a graphite mumakampani achitsulo ndi zitsulo kudzawerengera pafupifupi theka lazofunikira zonse mu 2020. Ngati kufunikira kwapakhomo kumaganiziridwa, ma elekitirodi a graphite omwe amagwiritsidwa ntchito mu ng'anjo yamagetsi yamagetsi amawerengera pafupifupi 80% ya zinthu zonse zomwe zimagwiritsidwa ntchito.
Everbright Securities inanena kuti graphite electrode ndi yamakampani omwe amagwiritsa ntchito mphamvu zambiri komanso kutulutsa mpweya wambiri. Ndi kusintha kwa mfundo zoyendetsera mphamvu zogwiritsira ntchito mphamvu mpaka kutulutsa mpweya wa kaboni, kaperekedwe ndi kachitidwe ka kufunikira kwa ma elekitirodi a graphite kudzakhala bwino kwambiri. Poyerekeza ndi zomera yaitali ndondomeko zitsulo, yochepa ndondomeko EAF zitsulo ali ndi ubwino zoonekeratu kulamulira mpweya, ndi kufunika kwa graphite elekitirodi makampani akuyembekezeka kuwonjezeka mofulumira.