"Kuwerengera mphamvu" kwakhala nkhani yovuta kwambiri ku China kuyambira Seputembala.Chifukwa cha "kuwerengera mphamvu" ndikulimbikitsa cholinga cha "carbon neutrality" ndi kulamulira mphamvu zamagetsi.Komanso, kuyambira chiyambi cha chaka chino, pali zosiyanasiyana mankhwala zopangira mtengo nkhani zinatuluka mmodzi pambuyo pa mzake, amene graphite elekitirodi, zinthu zofunika kwambiri mu makampani zitsulo, walandira chidwi pang'ono msika chaka chino, ndi zitsulo. mafakitale ndi kusalowerera ndale kwa kaboni.
Industrial unyolo: makamaka ntchito kupanga zitsulo
Graphite elekitirodi ndi mtundu wa kutentha kukana graphite conductive zakuthupi, graphite elekitirodi akhoza kuchita panopa ndi mphamvu m'badwo, kotero kuti kusungunula zinyalala chitsulo mu ng'anjo kuphulika kapena zipangizo zina zopangira kupanga zitsulo ndi zinthu zina zitsulo, makamaka ntchito kupanga zitsulo. .Graphite electrode ndi mtundu wazinthu zokhala ndi mphamvu zochepa komanso kukana kutentha kwa ng'anjo yamagetsi yamagetsi.Makhalidwe akuluakulu a kupanga ma elekitirodi a graphite ndi kuzungulira kwautali (nthawi zambiri kumatenga miyezi itatu kapena isanu), kugwiritsa ntchito mphamvu zambiri komanso kupanga zovuta.
Industrial chain situation ya graphite electrode:
Graphite elekitirodi makampani unyolo kumtunda zipangizo zopangira makamaka mafuta coke, singano coke, chiwerengero cha zopangira nkhani graphite elekitirodi mtengo kupanga ndi yaikulu, nkhani zoposa 65%, chifukwa cha luso singano coke kupanga ndi luso wachibale Japan ndi zina. mayiko akadali kusiyana kwakukulu, zoweta singano coke khalidwe n'kovuta kuonetsetsa, kotero kudalira China kunja kudalira pa high singano coke akadali mkulu, Mu 2018, okwana kotunga singano coke ku China anali 418,000 matani, amene matani 218,000 anali. zotumizidwa kunja, zowerengera zoposa 50%.Ntchito yayikulu yakumunsi kwa ma electrode a graphite ndi mu eAF steelmaking.
graphite elekitirodi zimagwiritsa ntchito chitsulo ndi zitsulo smelting.Kukula kwa makampani a graphite elekitirodi ku China kumagwirizana kwambiri ndi kusinthika kwamakampani aku China achitsulo ndi zitsulo.Elekitirodi ya graphite yaku China idayamba m'ma 1950.Warburg Securities wagawa chitukuko cha elekitirodi graphite ku China mu magawo atatu:
1. Anayamba chitukuko mu 1995 - kupanga anthu ambiri mu 2011;
2. Kusiyanitsa kwa makampani kunakula mu 2013 - chuma chinayenda bwino mu 2017;
3. 2018 ikupita pansi - nkhondo zamitengo zikuyambika mu 2019.
Kupereka ndi Kufuna: Kufunika kwazitsulo za ng'anjo yamagetsi kumapangitsa ambiri
Pankhani ya zotulutsa ndi kumwa, malinga ndi kusanthula kwa Frost Sullivan, kupanga ma elekitirodi a graphite ku China kudatsika kuchoka pa matani 0.53 miliyoni mu 2015 mpaka matani 0.50 miliyoni mu 2016, kuwonetsa kutsika.Mu 2020, mliriwu udasokoneza ntchito za opanga chifukwa choletsa kasamalidwe ka maola ogwirira ntchito, kusokonezeka kwa ogwira ntchito komanso kusintha kwamachitidwe.
Zotsatira zake, ku China kupanga ma electrode a graphite kwatsika kwambiri.Ikuyembekeza kuti kupanga kudzafika pa 1,142.6 kilotons mu 2025, ndi cagR pafupifupi 9.7% kuyambira 2020 mpaka 2025, pamene ntchito zikuyambiranso ndikuthandizira ndondomeko ya kayendetsedwe ka kayendetsedwe ka chuma cha eAF.
Ndiye kuti linanena bungwe, ndiyeno mowa.Kugwiritsa ntchito ma elekitirodi a graphite ku China kunayamba kukwera kuchokera mu 2016, kufika matani 0.59 miliyoni mu 2020, ndi cagR ya 10.3% kuyambira 2015 mpaka 2020. Kugwiritsa ntchito ma electrode a graphite kukuyembekezeka kufika matani 0.94 miliyoni mu 2025. Pansipa pali chithunzithunzi chatsatanetsatane cha bungweli. kupanga ndi kugwiritsa ntchito ma electrode.
Kutulutsa kwa graphite electrode kumagwirizana ndi chitsulo cha EAF.Kukula kwa zitsulo za EAF kudzayendetsa kufunikira kwa ma elekitirodi a graphite m'tsogolomu.China idapanga matani 127.4 miliyoni azitsulo zam'madzi ndi matani 742,100 amagetsi a graphite mu 2019, malinga ndi World Iron and Steel Association ndi China Carbon Viwanda Association.Kutulutsa ndi kukula kwa ma elekitirodi a graphite ku China kumagwirizana kwambiri ndi zomwe zimatuluka komanso kukula kwachitsulo cha eAF ku China.
Mu 2019 ndi 2020, kufunikira kwapadziko lonse kwachitsulo cha eAF ndi chitsulo chosakhala cha EAF ndi matani 1.376,800 ndi matani 1.472,300 motsatana.Warburg Securities akuneneratu kuti chiwopsezo chonse padziko lonse lapansi chidzakwera kwambiri m'zaka zisanu zikubwerazi ndikufika pafupifupi matani 2.104,400 mu 2025. Kufunika kwa zitsulo zamoto zamagetsi kumawerengera ambiri, omwe akuyembekezeka kufika matani 1,809,500 mu 2025.
Poyerekeza ndi kuphulika kwa zitsulo za ng'anjo, kupanga zitsulo za ng'anjo yamagetsi kuli ndi ubwino wodziwikiratu pakutulutsa mpweya wa carbon.Poyerekeza ndi kupanga zitsulo zachitsulo, kupanga zitsulo ndi tani imodzi ya zitsulo zowonongeka kungachepetse matani 1.6 a mpweya woipa wa carbon dioxide ndi matani atatu a mpweya wa zinyalala zolimba.Kafukufuku wamabrokerage akuti ng'anjo yamagetsi ndi chitsulo chowotcha ng'anjo pa tani ya carbon emission ratio mu 0.5:1.9 level.Akatswiri ofufuza zamalonda anati, "kukula kwa chitsulo cha ng'anjo yamagetsi kuyenera kukhala chizolowezi chofala."
M'mwezi wa Meyi, Unduna wa Zamakampani ndi Zaukadaulo Wachidziwitso udapereka Chidziwitso pa Kukhazikitsa Njira Zosinthira Mphamvu mu Iron ndi Steel Viwanda, zomwe zidakhazikitsidwa mwalamulo pa June 1. Njira zoyendetsera ntchito zosinthira mphamvu zidzakulitsa kwambiri kuchuluka kwa chitsulo m'malo ndi zitsulo komanso kukulitsa madera ofunikira popewera ndi kuwongolera kuwonongeka kwa mpweya.Mabungwe amakhulupirira kuti njira yatsopano yosinthira mphamvu idzachepetsanso mphamvu zachitsulo, kuphatikiza mafakitale azitsulo kuti athetse mphamvu zambiri.Panthawi imodzimodziyo, kukhazikitsidwa kwa njira yosinthidwa yosinthidwa kudzafulumizitsa chitukuko cha eAF, ndipo gawo la zitsulo za eAF lidzawonjezeka pang'onopang'ono.
Graphite electrode ndiye chinthu chachikulu cha ng'anjo yamagetsi, yolimbikitsidwa ndi kufunikira kwa ng'anjo yamagetsi, kufunikira kwake kukuyembekezeka kuwonjezereka, ma elekitirodi a graphite amakhudzidwa ndi mtengo wake.
Kusinthasintha kwakukulu kwamitengo: mawonekedwe a cyclical
Kuchokera mu 2014 mpaka 2016, msika wapadziko lonse lapansi wa graphite electrode unatsika chifukwa cha kuchepa kwa mtsinje, ndipo mitengo ya graphite electrode idakhalabe yotsika.Mu 2016 ndi graphite elekitirodi opanga kwa mzere mphamvu kutsika pansi mtengo kupanga, kufufuza chikhalidwe kwa otsika, 2017 mfundo mapeto kuletsa DeTiaoGang wapakatikati pafupipafupi ng'anjo, ambiri zitsulo zitsulo mu ng'anjo zitsulo, graphite elekitirodi makampani China mu theka lachiwiri la Kuwonjezeka kwa 2017, chifukwa chakuwonjezeka kwa kufunikira kwa singano ya singano ya graphite electrode pamitengo yamtengo wapatali idakwera kwambiri mu 2017, Mu 2019, idatifikira $3,769.9 pa tani, kukwera nthawi 5.7 kuchokera ku 2016.
Nthawi yotumiza: Oct-15-2021