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
Kupereka 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. Zimamveka kuti pakalipano, mabizinesi ena a graphite electrode amanena kuti zizindikiro zina za electrode ya graphite zatha (makamaka chifukwa cha mphamvu zopitirira 450mm), zomwe zimasonyeza kuti kuperekedwa kwa mphamvu zowonjezera mphamvu zazing'ono ndi zazing'ono zimakhalabe zofooka komanso zolimba.
3. Mu June, malinga ndi ndemanga mbali yaikulu ya mabizinesi graphite elekitirodi ku China mkulu khalidwe singano coke chuma kotunga ndi zolimba, 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 kotunga zambiri zochokera kunja Chinese, monga chotsatira chake, mbali ya mainstreamite ultrade, Kupanga magetsi aakulu, Kulowa mu mphamvu ya ultraprise. ultra-high specification graphite electrode pamsika ali pamlingo wokwanira.
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 pakachitsulo zitsulo msika ng'anjo voliyumu pang'onopang'ono chinawonjezeka, monga 17 June, chiwerengero cha ng'anjo zitsulo pakachitsulo poyerekeza ndi mapeto a May chinawonjezeka ndi 10, Baichuan chiwerengero ng'anjo nambala 652, chiwerengero cha ng'anjo 246. Kufunika wamba mphamvu graphite elekitirodi ndi khola, sing'anga ndi pang'ono kuwonjezeka.
zoipa
1. Chitsulo cha ng'anjo yamagetsi, chifukwa cha nyengo yaposachedwa mumakampani, kukana kugulitsa matabwa, kuphatikiza mitengo yaposachedwa yamitengo ikupitilirabe kufooka, ndipo kutsika kwamitengo yamitengo kumakulirakulira kuposa kutsika kwamitengo yamitengo yachitsulo, phindu la chitsulo chamoto wamagetsi pansi pa kuponderezedwa, kuphatikiza mitengo yaposachedwa ya sulfure yamafuta amafuta a coke, mphero zopangira zitsulo zokhala ndi graph-ndipo mtengo wamtengo wapatali wa zitsulo zotayidwa, ndi mtengo wamtengo wapatali. graphite electrode khalidwe.
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 nthawi yodikirira, koma mtengo wonse wopanga msika wama electrode wa graphite ukadali wokwera, mawonekedwe apamwamba a gawo lamagetsi a graphite akadali ofooka komanso olimba, mabizinesi abwino kwambiri a graphite elekitirodi amapereka molimba, 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