Choyamba, mtengo
Zinthu zabwino: mtengo wa coke wa singano wotumizidwa kunja ku China wakwezedwa ndi $ 100 / tani, ndipo mtengo udzakhazikitsidwa kuyambira Julayi, zomwe zitha kuyendetsa mtengo wa singano yapamwamba kwambiri ku China kukwera nawo. Mtengo wopangira ma elekitirodi amphamvu kwambiri a graphite ukukwerabe kwambiri.
Zoyipa: mtengo wotsika wa sulfure wamafuta a coke ukukwera mwachangu kwambiri, msika waposachedwa wamafuta a sulfure wamafuta ndi wofooka, mtengowo umabwerera pang'onopang'ono. Kutsika kwa sulfure wowerengeka wowotcha mtengo mbali kufowokeka, kuphatikizira ndi kutsika kwa sulfure wowotcha woyenga sikuli kosalala, mtengowo ukutsikanso, zomwe zikupangitsa kudikirira-ndi-kuwona malingaliro pamsika wa graphite electrode.
Kawirikawiri: ngakhale mtengo wa sulfure wochepa wa petroleum coke wagwa, koma malinga ndi nthawi yomweyi chaka chatha pali kuwonjezeka kwa 68,12%; Mtengo wa singano zapakhomo za graphite electrode raw material ndi wokwera, ndipo mtengo wa coke wa singano wochokera kunja wakwera. Pakali pano, mtengo wa coke singano zoweta kwa graphite elekitirodi ndi za 9000-10000 yuan/tani. Mtengo wa coke wa singano wotumizidwa kunja ndi pafupifupi USD1600-1800 / tani, ndipo mtengo wa malasha amasinthasintha pamlingo wapamwamba komanso wopapatiza. Mbiri ya fakitale ya phula losinthidwa lomwe amagwiritsidwa ntchito pazinthu za graphite ndi 5650 yuan/ton, ndipo mtengo wokwanira wamsika wamagetsi a graphite ukadali wokwera.
Chithunzi
Chachiwiri, mbali yoperekera
Kupezeka kwaposachedwa kwa msika kwa ma elekitirodi a graphite akadali ndi chithandizo chabwino, kusanthula kwake kuli motere:
1. Graphite elekitirodi msika lonse kufufuza akadali anakhalabe pa mlingo otsika ndi wololera, mabizinezi graphite elekitirodi ananena kuti mabizinezi alibe owonjezera kufufuza zinthu, graphite elekitirodi msika wonse kwenikweni palibe kufufuza ndi kukakamizidwa.
2. Zikumveka kuti pakali pano, mabizinesi ena a ma elekitirodi a graphite akunena kuti ma elekitirodi ena a graphite atha (makamaka pamagetsi opitilira 450mm), zomwe zikuwonetsa kuti kuperekedwa kwamagetsi ang'onoang'ono ndi apakatikati. akadali ofooka komanso olimba.
3. Mu June, malinga ndi ndemanga mbali yaikulu ya mabizinezi graphite elekitirodi ya China apamwamba singano coke chuma kotunga ndi yothina, ndipo chifukwa British singano coke mabizinesi May 2 - kukonza, kuitanitsa singano coke za mu July ndi August ku doko. , chifukwa cha kusowa kwa singano coke kumapereka zinthu zambiri zochokera ku China, chifukwa chake, gawo la mabizinesi apamwamba kwambiri amagetsi opangira ma graphite elekitirodi, Pakalipano, kuperekedwa kwa ma elekitirodi apamwamba kwambiri a graphite pamsika ndizovuta kwambiri. bwino.
4. Kukhudzidwa ndi kukwera kwa mtengo wa coke ya singano yotumizidwa ku China, mabizinesi ena a graphite electrode safuna kugulitsa, ndipo msika wonse wa graphite electrode msika ndi wofooka komanso wothina.
Chachitatu, kufunikira kwapakatikati
zabwino
1. Posachedwapa, kuyambika kwa mphero za ng'anjo yamagetsi kumunsi kwa graphite electrode kumakhala kokhazikika. Avereji yogwiritsira ntchito zitsulo zazitsulo zamagetsi zakhala zikusungidwa pafupifupi 70%, ndipo kuuma kwa electrode ya graphite kuyenera kukhala kokhazikika.
2. Posachedwapa, msika wogulitsa kunja wa graphite electrode ndi wokhazikika. Malinga ndi ziwerengero zamasitomu, mu Meyi 2021, kuchuluka kwa ma graphite electrode ku China kunali matani 34,600, ndikuwonjezeka kwa mwezi ndi mwezi ndi 5.36% komanso chaka ndi chaka 30.53%. Kuyambira Januware mpaka Meyi 2021, ma elekitirodi a graphite ku China adakwana matani 178,500, chiwonjezeko cha 25.07% munthawi yomweyi chaka chatha. Ndipo zimamveka kuti mabizinesi ena a graphite electrode adawonetsanso kuti msika wotumiza kunja ndi wokhazikika.
3. Posachedwapa ng'anjo yamoto yamsika yachitsulo ya silicon idakula pang'onopang'ono, kuyambira pa June 17, chiwerengero cha ng'anjo yachitsulo ya silicon poyerekeza ndi mapeto a May chinawonjezeka ndi 10, chiwerengero cha ng'anjo ya Baichuan 652, chiwerengero cha ng'anjo 246. Kufunika kwa graphite wamba wamba ma elekitirodi ndi okhazikika, apakati komanso ang'onoang'ono.
zoipa
1. Chitsulo cha ng'anjo yamagetsi, chifukwa cha nyengo yaposachedwa yamakampani, kukana kugulitsa matabwa, kuphatikiza mitengo yaposachedwa yamitengo ikupitilirabe kufooka, ndipo kutsika kwamitengo yamitengo kumakulirakulira kuposa kutsika kwamitengo yazitsulo zachitsulo, phindu la chitsulo cha ng'anjo yamagetsi pansi pa kuponderezedwa. , kuphatikizidwa ndi mitengo yaposachedwa yotsika ya sulfure ya petroleum coke, mphero zachitsulo zamtengo wa graphite elekitirodi kudikirira ndikuwona kusangalatsidwa, pakufunika kufunikira kwa graphite elekitirodi.
2. Mtengo wonyamula katundu wa graphite elekitirodi wotumiza kunja ukadali wokwera, pamlingo wina, umalepheretsa kutumiza ma elekitirodi a graphite.
Aftermarket forecast: ngakhale msika waposachedwa wa graphite elekitirodi uli ndi malingaliro ena odikirira, koma mtengo wonse wopanga msika wama elekitirodi wa graphite udakali wokwera, mawonekedwe amtundu wamagetsi a graphite akadali ofooka komanso olimba, graphite yabwino kwambiri. mabizinesi amagetsi amagetsi amapereka zolimba, akuyembekezeka kukhazikika pamsika wamtengo wapatali wa graphite electrode. Kuphatikiza apo, kukwera mtengo kwa singano coke yotumizidwa kunja kumathandizira mtengo wa electrode ya graphite. Mchikakamizo cha maganizo a ambiri graphite elekitirodi mabizinezi, padakali bullish maganizo pa kopitilira muyeso-mkulu mphamvu ndi lalikulu specifications graphite elekitirodi.
Nthawi yotumiza: Jun-25-2021