Choyamba, kusanthula kwamitengo yamitengo
M'chigawo choyamba cha 2021, mtengo wamtengo wapatali wa graphite electrode ndi wamphamvu, makamaka kupindula ndi mtengo wapamwamba wamtengo wapatali, kulimbikitsa kukwera kosalekeza kwa mtengo wa graphite elekitirodi, kukakamiza kupanga mabizinesi, kufunitsitsa kwamtengo wamsika ndi kolimba, komanso kupereka kwa ang'onoang'ono ndi ma elekitirodi. zapakati-kakulidwe specifications ndi zolimba, amene amapindula kukwera wonse wa graphite elekitirodi mtengo.
China graphite elekitirodi msika mu kotala yachiwiri pambuyo mofulumira m'mwamba stability.The kukwera mofulumira zimasonyeza makamaka mu April, mphero zitsulo anayamba wozungulira watsopano wa kuyitanitsa, kumunsi kwa mtsinje magetsi ng'anjo zitsulo mphero ndi phindu mkulu ndi chiyambi mkulu, wabwino graphite elekitirodi amafuna. .Kumbali ina, Inner Mongolia ili ndi mphamvu ziwiri zogwiritsira ntchito mphamvu, kupereka kwa graphite kumakhala kolimba, ndipo kuperekedwa kwa ma electrode a graphite kumachepetsedwa, kuonjezera mphamvu ya mtengo wa ma electrode a graphite. Komabe, kuyambira May mpaka June, mafuta a petroleum coke mitengo ndi zoipa, pamodzi ndi kutsika kupondereza, graphite elekitirodi mitengo kukwera ofooka.
M'gawo lachitatu, mtengo wa ma elekitirodi a graphite ku China unali wokhazikika komanso wofooka, ndipo kufunikira kwachikhalidwe panyengo, kuphatikizidwa ndi mbali yamphamvu yoperekera, kusagwirizana pakati pa kupezeka ndi kufunikira kunapangitsa kutsika kwamitengo yama elekitirodi a graphite. zopangira, mtengo ukupitiriza kukwera, ndipo pansi pa kukakamizidwa kwa mtengo, mtengo wa graphite electrode ndi wamphamvu. Komabe, mabizinesi ena opangira ma elekitirodi a graphite amayeretsa mwachangu malo osungiramo katundu ndikubweza ndalama, zomwe zidapangitsa kutsika kwamitengo yamagetsi a graphite kumayambiriro ndi kumapeto kwa gawo lachitatu.
Mu kotala chachinayi, chifukwa chikoka cha zoweta zoweta ndi zoletsa magetsi, zoweta zopangira mitengo anapitiriza kukwera, ndi otsika sulfure mafuta coke, phula ananyamuka kwambiri, mkulu mtengo magetsi, Inner Mongolia ndi malo ena graphite kotunga ndi zolimba ndi mtengo wapamwamba, mtengowo umalimbikitsa mtengo wa maelekitirodi a graphite ku China.Komabe, ngakhale kuti kupanga ndi malire a mphamvu zakhudza mabizinesi amagetsi a graphite, koma zitsulo zotsika pansi pa ng'anjo yamagetsi zinayamba kutsika, phindu lochepa, komanso linayambitsa kuchepa kwa msika, Kupereka ndi kufunikira kuli kofooka, kusinthika kwamitengo ndikwapamwamba.Palibe chofunidwa, kungoyendetsa mtengo, ndipo kukwera kwamitengo kulibe chithandizo chokhazikika, kotero kutsika kwamitengo kwakanthawi kochepa kwakhala chinthu chanthawi zonse.
Mwambiri, kugwedezeka konse kwa msika waku China wa graphite electrode mu 2021 ndikolimba. Kumbali imodzi, mitengo yamtengo wapatali idzalimbikitsa kukwera ndi kugwa kwa graphite elekitirodi mtengo, ndipo Komano, chiyambi ndi phindu la ng'anjo magetsi mphero zitsulo zachititsa kuti kukwera ndi kugwa kwa graphite elekitirodi price.The kuwuka ndi kugwa kwa msika wa ma elekitirodi a ma graphite mu 2021 kunayika pambali kukhudzika kwa kupezeka, kuwonetsa mtengo wazinthu zopangira komanso kufunikira kwapansi, ndikufotokozera kusinthasintha kwamitengo yama electrode a graphite chaka chonse.
II. Kusanthula mtengo ndi phindu
Kuchokera pamtengo wapamwamba kwambiri wa graphite electrode, ku Jiangsu Ultra high power graphite electrode 500, mwachitsanzo, gawo lachiwiri la May phindu linafika 5229 yuan / tani, lachitatu la September lotsika kwambiri-1008 yuan / tani, kuchokera ku msika wa 2021, zambiri. kuposa mphamvu ya graphite elekitirodi phindu nthawi zambiri amakhalabe ndi chitukuko chabwino, poyerekeza ndi 2018-2020, makampani aku China a graphite elekitirodi adalowa pachitukuko choyipa.
Malinga ndi zotsatira zachuma za Fangda Carbon m'magawo atatu oyamba a 2021, kuchuluka kwa phindu kunali 71.91% mgawo loyamba, 205.38% mgawo lachiwiri, ndi 83.85% mgawo lachitatu. Gawo lachiwiri la 2021 ndi nthawi yakukula kwa phindu.
Chachitatu, kufufuza zofunikira
(1) Mbali zakunja
Mu 2021, kuchuluka kwa ma graphite electrode ku China akuyembekezeka kufika matani 400,000, kukwera ndi 19.55% chaka chilichonse, kupitilira mulingo wa 2020. Kuyambira Januware mpaka Novembala zotumiza kunja, zotumiza kunja zafika matani 391,200. Mu 2021, zimakhudzidwa makamaka ndi zinthu za mliri wapakhomo, ndipo ntchito yonse ikuchitika mwadongosolo, kuwonjezera chiwerengero cha katundu kunja.
Mu 2021 ma graphite electrode aku China akutumiza kunja kwamphamvu, kuyambira pomwe msika wachuma padziko lonse lapansi, poyerekeza ndi msika wa 2021 ndi 2019, udawonetsa kusiyana kwakukulu, 2019 China graphite electrode imatumiza kunja makamaka pakati pa Marichi-Seputembala, Marichi-Julayi graphite electrode. kuwonjezeka, Marichi-Seputembala zotumiza kunja zimakhala ndi 66.84% yazogulitsa kunja kwapachaka, ndipo mu 2021, zotumiza kunja zimakhala zolimba komanso zofooka, Marichi ndi Novembala kuwonjezera pakukula kwachangu, zogulitsa kunja kotala lililonse ndizofanana.
(2) Zofuna zapakhomo
Mabungwe oyenerera omwe adatulutsidwa: mu 2021, kutulutsa kwazitsulo zaku China kunali matani biliyoni 1.040, kutsika ndi 2.3% chaka chilichonse, kufunikira kwa ma graphite electrode ku China kunali matani 607,400, ndipo mu 2021, kutulutsa kwa graphite electrode ku China kukuyembekezeka kupitilira matani miliyoni 1.2.
Kuchokera ku zofuna zapakhomo ndi zakunja, ma elekitirodi a graphite aku China ali mumkhalidwe wa overcapacity.It komanso mosalunjika zinachititsa panopa zoweta graphite elekitirodi mtengo n'zovuta kubwerera ku nthawi ya phindu lalikulu.
Mawonekedwe amsika a graphite electrode mu 2022
Kupanga: m'mwezi wa Januwale-February, mabizinesi akuluakulu a graphite elekitirodi amakhalabe ndi mkhalidwe wabwinobwino wopangira, koma m'nyengo yozizira mumlengalenga chitetezo cha chilengedwe chikuyandikira, mu Januwale, Inner Mongolia, Shanxi, Hebei, Henan, Shandong, Liaoning ndi malo ena adzakumana ndi kukonza zopanga, msika akuyamba pansi ndi kukhalabe otsika, pambuyo March graphite elekitirodi msika wonse malo gwero kotunga ndi zolimba.
Inventory, mu kotala lachinayi la 2021, kufunikira kwa msika sikunali kuyembekezera, kufunikira kwa msika wakunja pobukanso, malo osungirako zinthu a Chaka Chatsopano siwolimba, kusonkhanitsa kwamakampani a graphite electrode, ngakhale mabizinesi ena kuti apititse patsogolo kugulitsa ndalama zochepetsera ndalama, koma kutsika kwamitengo. kuchira si zoonekeratu, ndipo inapita patsogolo msika njiru mpikisano, kufufuza si mkulu, koma maganizo ndi zoonekeratu.
Pankhani ya kufunika, China graphite elekitirodi ankafuna msika ankafuna pamwamba zikuonekera makamaka mu msika zitsulo, msika kunja ndi zitsulo ndi pakachitsulo msika.Iron ndi zitsulo msika: January kuti February, msika zitsulo anayamba otsika, waukulu zitsulo chomera graphite elekitirodi ali. oyambirira katundu kufufuza, magetsi ng'anjo zitsulo chomera anayamba kapena ambiri, mu nthawi yochepa, wonse zogula kufunitsitsa mphero zitsulo si wamphamvu, mu nthawi yochepa, chigwa kumtunda kufunika ali ndi zotsatira zochepa pa graphite elekitirodi msika.Silicon msika. : Makampani a silicon sanadutse nthawi yowuma. M'kanthawi kochepa, makampani achitsulo a silicon akupitirizabe kufooka chaka chisanafike, ndipo kufunikira kwa ma electrode a graphite kumapitirizabe kukhala okhazikika komanso ofooka chaka chisanafike.
Pankhani ya kutumiza kunja, katundu wa sitimayo amakhalabe wokwera, ndipo kumvetsetsa kwa akatswiri kumayembekezeredwa kuti mitengo ya katundu idzapitirirabe kwa nthawi yaitali, yomwe ingachepetse mu 2022. Kuphatikiza apo, chisokonezo chapanyanja padziko lonse chakhala chikuchitika mu 2021. Ku Ulaya ndi Kum'mawa kwa Asia, mwachitsanzo, kuchedwa kwa masiku a 18, 20% kuposa kale, zomwe zimapangitsa kuti ndalama zotumizira zikwere.
Nthawi yotumiza: Jan-10-2022