Choyamba, kusanthula kwamitengo yamitengo
M'chigawo choyamba cha 2021, mtengo wamtengo wapatali wa graphite electrode ku China ndi wamphamvu, makamaka kupindula ndi mtengo wapamwamba wamtengo wapatali, kulimbikitsa kukwera kosalekeza kwa mtengo wa graphite elekitirodi, kukakamizidwa kwa mabizinesi, kufunitsitsa kwamitengo yamsika ndikwamphamvu, komanso kupereka kwazinthu zazing'ono ndi zazing'ono zowoneka bwino ndizolimba, zomwe zimapindulitsa kukwera kwathunthu kwa mtengo wamagetsi a graphite.
China graphite elekitirodi msika mu kotala yachiwiri pambuyo mofulumira m'mwamba stability.The kukwera mofulumira zikuonekera makamaka mu April, mphero zitsulo anayamba wozungulira watsopano wa kuyitanitsa, kutsika mtsinje magetsi ng'anjo zitsulo mphero ndi phindu lalikulu ndi chiyambi chachikulu, wabwino graphite elekitirodi demand.On Koma Inner Mongolia ali wapawiri mowa mphamvu, kotunga graphite ndi kuonjezera mtengo wa graphite ndi zolimba mtengo wa graphite. graphite electrodes.Komabe, kuyambira May mpaka June, zopangira mafuta a petroleum coke mitengo ndi zoipa, pamodzi ndi kutsika kupondereza, graphite elekitirodi mitengo kukwera ofooka.
Mu kotala lachitatu, mtengo wa elekitirodi graphite ku China anali okhazikika ndi ofooka, ndi chikhalidwe ankafuna off-nyengo, pamodzi ndi mphamvu kotunga mbali, kusagwirizana pakati pa katundu ndi kufunika kunachititsa kutsika kwa graphite elekitirodi prices. Pankhani ya zopangira, mtengo akupitiriza kukwera, ndi pansi pa chitsenderezo cha mtengo, mtengo wa elekitirodi graphite 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 cha 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 a graphite kotunga ndi zolimba ndi mkulu mtengo, mtengo kulimbikitsa mtengo wa maelekitirodi graphite mu China. phindu lochepa, komanso linayambitsa kuchepa kwa kufunikira kwa msika, kupereka ndi kufunikira kuli kofooka, kusinthika kwa mtengo ndipamwamba.Palibe kufunikira, kuyendetsa mtengo kokha, ndi kukwera kwamitengo kulibe chithandizo chokhazikika, kotero kuti kubwereka kwa nthawi yochepa kwakhala chinthu chodziwika bwino.
Mwambiri, kugwedezeka konse kwa msika waku China wa graphite electrode mu 2021 ndikolimba. Kumbali imodzi, mitengo yamtengo wapatali idzalimbikitsa kukwera ndi kugwa kwa mtengo wa graphite elekitirodi, ndipo kumbali ina, chiyambi ndi phindu la mphero zazitsulo zamagetsi zachititsa kuti kukwera ndi kugwa kwa mtengo wa graphite electrode. ma electrodes chaka chonse.
II. Kusanthula mtengo ndi phindu
Kuyambira kopitilira muyeso mkulu mphamvu graphite elekitirodi mtengo kusanthula, mu Jiangsu kopitilira muyeso mkulu mphamvu graphite elekitirodi 500, mwachitsanzo, kotala yachiwiri May phindu anafika 5229 yuan / tani, wachitatu September otsika-1008 yuan / tani, ndi maganizo a msika 2021, kuposa mphamvu graphite elekitirodi electrode 201, poyerekeza ndi China 2020 2020 2010 2 makampani opanga ma elekitirodi a graphite adalowa mu gawo lachitukuko chabwino.
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. kulinganiza, kuchulukitsa kuchuluka kwa zotumiza kunja.
Mu 2021 ma graphite electrode aku China akutumiza kunja kwamphamvu, kuyambira pakukula kwa msika wachuma padziko lonse lapansi, poyerekeza ndi msika wa 2021 ndi 2019, adawonetsa kusiyana kwakukulu, 2019 China 2019 China graphite electrode imatumiza kunja makamaka pakati pa Marichi-Seputembala, Marichi-Julayi-Julayi graphite ma elekitirodi akuchulukirachulukira, Marichi-Seputembara 6, 2019 akutumiza kunja kwa 2019. zogulitsa kunja zokhazikika komanso zofooka, Marichi ndi Novembala kuwonjezera pakukula kwachangu, zogulitsa kunja kotala lililonse ndizofanana.
(2) Kufuna kwapakhomo
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 wopanga, 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 umayamba pansi ndikusungabe otsika, pambuyo pa Marichi graphite elekitirodi msika wonse malo gwero.
Inventory, mu kotala lachinayi la 2021, kufunikira kwa msika kuli kutali ndi kuyembekezera, kufunikira kwa msika wakunja ndikuphulika kachiwiri, New Year inventory reserve si wamphamvu, graphite electrode enterprise inventory inventory, ngakhale mabizinesi ena kuti apititse patsogolo malonda ochepetsera likulu, koma kutsika kofunikira kuchira sikudziwika, ndipo imathandizira msika wamisika yoyipa kwambiri, koma zodziwikiratu ndizowoneka bwino.
Pankhani ya kufunika, China graphite elekitirodi ankafuna msika padziko makamaka zimaonekera mu msika zitsulo, msika katundu ndi zitsulo ndi pakachitsulo market.Iron ndi msika zitsulo: kuyambira January mpaka February, msika zitsulo anayamba otsika, waukulu zitsulo chomera graphite elekitirodi ali oyambirira katundu kufufuza, magetsi ng'anjo zitsulo zomera anayamba kapena ambiri, mu nthawi yochepa, ndi zonse zogula mu mills ali ndi zofuna zamphamvu mu mills yaifupi. kukhudza pang'ono pamsika wa graphite elekitirodi.Msika wa silicon: 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 kwambiri, ndipo kumvetsetsa kwa akatswiri kumayembekezeredwa kuti mitengo ya katundu idzapitirirabe kwa nthawi yaitali, yomwe ingachepetse mu 2022. Kuwonjezera apo, kusokonezeka kwapanyanja padziko lonse lapansi kwakhala kozungulira 2021. Ku Ulaya ndi East Asia, mwachitsanzo, kuchedwa kwa masiku a 18, 20% kuposa kale, zomwe zimachititsa kuti kufufuza kwa zombo za ku China kukhale kokwera mtengo. ma electrodes.Ku China
Nthawi yotumiza: Jan-10-2022