Ndi kuchulukirachulukira kwa mkangano pakati pa Russia ndi Ukraine, Russia ndi Ukraine ngati mayiko aku China otumiza ma graphite electrode, zipangitsa kuti pakhale vuto linalake la kutumiza ma elekitirodi aku China?
Choyamba, zopangira
Nkhondo yapakati pa Russia ndi Ukraine yakulitsa kusakhazikika pamsika wamafuta, ndipo chifukwa chotsika mtengo komanso kuchepa kwa mphamvu zosungira padziko lonse lapansi, kungakhale kungokwera kwamitengo yamafuta komwe kungachepetse kufunikira. Kukhudzidwa ndi kusinthasintha kwa msika wamafuta amafuta, mafuta am'nyumba, mitengo ya singano ikuwonetsa kukwera.
Mtengo wa petroleum coke pambuyo pa tchuthi unawonetsa kuwuka katatu motsatizana, ngakhale kuwuka anayi motsatizana, monga atolankhani, jinxi petrochemical coking mtengo wa 6000 yuan/tani, mpaka 900 yuan/tani pa chaka ndi chaka, Daqing Petrochemical mtengo. wa 7300 yuan/tani, kukwera yuan 1000/tani pa chaka ndi chaka.
Singano coke, pambuyo chikondwerero anasonyeza kukwera pawiri, mafuta singano coke kuwonjezeka kwakukulu kwa 2000 yuan/tani, monga atolankhani, zoweta graphite elekitirodi mafuta singano coke yophika coke mtengo wa 13,000-14,000 yuan/tani, avareji pamwezi kuwonjezeka 2000 yuan/tani. Anaitanitsa mafuta angapo singano coke yophika coke 2000-2200 yuan/tani, anakhudzidwa ndi mafuta angapo singano coke, malasha mndandanda singano coke mtengo nawonso ananyamuka pamlingo wakutiwakuti, zoweta graphite elekitirodi ndi malasha angapo singano coke yophika coke kupereka 110-12,000 yuan/tani , chiwonjezeko cha pamwezi ndi 750 yuan/ton. Ma elekitirodi a graphite otumizidwa ndi malasha a singano coke coke otchulidwa 1450-1700 USD/tani.
Russia ndi imodzi mwa mayiko atatu omwe amapanga mafuta padziko lonse lapansi, omwe amawerengera 12.1% yamafuta opangira mafuta padziko lonse lapansi mu 2020, ndipo amatumizidwa ku Europe ndi China. Nthawi zambiri, nthawi ya nkhondo ya Russia-Ukraine m'nthawi yamtsogolo idzakhudza kwambiri mitengo yamafuta. Ngati nkhondo ya "blitzkrieg" isanduka "nkhondo yokhazikika", ikuyembekezeka kukhala ndi zotsatira zolimbikira pamitengo yamafuta. Ndipo ngati zotsatila zamtendere zidzayenda bwino ndipo nkhondoyo itha posachedwa, izi zitha kutsitsa mitengo yamafuta, yomwe yakwera kwambiri. Zotsatira zake, mitengo yamafuta ikhalabe yolamulidwa kwakanthawi kochepa ndi mkhalidwe waku Russia-Ukrainian. Kuchokera pamalingaliro awa, mtengo wa electrode wa graphite sunatsimikizikebe.
Chachiwiri, kutumiza kunja
Mu 2021, kutulutsa kwa ma graphite electrode ku China kunali pafupifupi matani 1.1 miliyoni, pomwe matani 425,900 adatumizidwa kunja, zomwe zimapangitsa 34.49% ya China yomwe idatulutsa ma elekitirodi a graphite. Mu 2021, China idatumiza matani 39,400 a ma electrode a graphite kuchokera ku Russian Federation ndi matani 16,400 kuchokera ku Ukraine, zomwe zidapangitsa 13.10% yazinthu zonse zomwe zidatumizidwa kunja mu 2021 ndi 5.07% ya China yomwe idatulutsa ma electrode a graphite pachaka.
M'magawo atatu oyamba a 2021, kutulutsa kwa ma graphite electrode ku China kuli pafupifupi matani 240,000. Pankhani ya malire oteteza zachilengedwe ku Henan, Hebei, Shanxi ndi Shandong, kotala loyamba la 2022 May kuwona kuchepa kwa chaka ndi chaka pafupifupi 40%. M'gawo loyamba la 2021, China idatumiza matani okwana 0.7900 a maelekitirodi a graphite kuchokera ku Russian Federation ndi Ukraine, zomwe kwenikweni zinali zosakwana 6%.
Pakali pano, kumunsi kuphulika ng'anjo, ng'anjo magetsi ndi sanali zitsulo makampani a graphite elekitirodi kuyambiranso kupanga mmodzi pambuyo pa mzake, kugula "kugula mmwamba osati kugula pansi" m'maganizo, kuchepa pang'ono katundu kunja kungakhale kovuta kukhala ndi zotsatira zina. pamsika wapakhomo wa graphite electrode.
Chifukwa chake, ponseponse, kwakanthawi kochepa, mtengo ukadali chinthu chachikulu chomwe chikukhudza msika waku China wa ma elekitirodi a graphite, ndipo kubwezeretsanso kufunikira ndi gawo la kuyaka.
Nthawi yotumiza: Mar-04-2022