Msika waposachedwa wa graphite negative (12.4) : graphitization price inflection point wafika

Sabata ino, msika wazinthu zopangira zidasintha, mtengo wamafuta otsika a sulfur petroleum coke udawonetsa kutsika, mtengo wapano ndi 6050-6700 yuan/tani, mtengo wamafuta padziko lonse lapansi udatsika pansi, mayendedwe amsika akuwonjezeka, akhudzidwa. ndi mliri, ena mabizinesi katundu ndi zopinga zoyendera, kutumiza si yosalala, ndi kuchepetsa mtengo yosungirako; Mtengo wa singano wa singano unali wokhazikika kwakanthawi, mtengo wa phula la malasha udapitilira kukwera, mtengo wamabizinesi oyezera malasha udasokonekera kwambiri, ndipo palibe ntchito yatsopano yomwe idayambika pakadali pano. Mtengo wamafuta otsika a sulfure otsika adatsitsidwa, ndipo kutsika kwamitengo yamabizinesi okhudzana ndi mafuta kudachepetsedwa. Mitengo yotsika ya sulfure ya coke ikupitilirabe kugwa ikukhudza malingaliro ogula a mabizinesi oyipa, mosalunjika kukulitsa zovuta zamitengo ya singano kuti ikweze, msika wa singano kuti ukhale wodikirira ndikuwona.

Msika wazinthu zoyipa zama elekitirodi ndiwokhazikika, kufunikira kwa mabizinesi akumunsi kwa mabatire sikwambiri, ndipo cholinga chochotsa zosungirako ndichamphamvu. Pakalipano, ambiri a iwo amangofunika kugula, kusunga mosamala, ndipo mtengo wake ndi wamphamvu. Superposition yaiwisi kutha kwa otsika sulfure coke mitengo inagwa, msika "gulani osagula" malingaliro ali ndi udindo waukulu, kutsika kwa mtsinje kumachepetsedwa, malonda enieniwo ndi osamala kwambiri.

Sabata ino, mtengo wazinthu zopangira ma graphite anode zidatsika, mtengo wazinthu zapakati zidatsika 2750 yuan/tani, mtengo wamsika wapano ndi 50500 yuan/tani. Mtengo wazinthu zopangira ukupitilirabe kugwa, ndipo chindapusa cha graphitization chatsikanso, chomwe sichingapereke chithandizo chamtengo wapatali chazinthu zopangira ma graphite anode. Ngakhale kwakhala kutha kwa chaka, mabizinesi oyipa amagetsi sanachuluke monga momwe amachitira zaka zam'mbuyomu, makamaka chifukwa mabizinesi ena adapeza katundu wambiri koyambirira, ndipo kuchuluka kwazinthu kuli bwino. Pakali pano, maganizo opita kumalo osungiramo katundu ndi ochuluka, ndipo kusunga ndalama kumakhala kochenjera. Chifukwa chakukula kwa mphamvu ya anode koyambirira, padzakhala kumasulidwa kokhazikika chaka chamawa. Chakumapeto kwa chaka, msika woipa wayamba kupikisana ndi malamulo a nthawi yayitali a chaka chamawa, ndipo mabizinesi ena amasankha kupikisana ndi malamulo pamitengo yotsika kuti atsimikizire phindu la chaka chamawa.

Graphitization msika

""

Mitengo yalowa mu gawo lotsika

Malingana ndi deta, kuyambira gawo lachitatu, chifukwa cha kutulutsidwa kwa mphamvu zopangira, mtengo wa graphitization walowa pansi. Pakalipano, mtengo wamtengo wapatali wa graphitization wolakwika ndi 19,000 yuan / ton, yomwe ndi 32% yotsika kuposa mtengo mu theka loyamba la chaka chino.

""

Negative graphitization ndi njira yofunika kwambiri pokonza graphite yokumba, ndipo mphamvu zake zopanga zimakhudzira kupereka kwenikweni kwa graphite yokumba. Popeza graphitization ndi ulalo wogwiritsa ntchito mphamvu zambiri, mphamvu zopangira zimagawidwa kwambiri ku Inner Mongolia, Sichuan ndi malo ena komwe mtengo wamagetsi ndi wotsika mtengo. Mu 2021, chifukwa cha ulamuliro wapawiri wapadziko lonse komanso mfundo zochepetsera mphamvu, mphamvu zogulitsa malo zamalo akuluakulu opanga ma graphitization monga Inner Mongolia zidzawonongeka, ndipo kuchuluka kwakukula kwazinthu ndizotsika kwambiri kuposa zomwe zimafunikira kumunsi. Kutsogolera graphitization kupereka kusiyana kwambiri, graphitization processing ndalama kukwera.

Malinga ndi kafukufukuyu, mtengo wa graphitization wakhala ukugwetsedwa mosalekeza kuyambira kotala lachitatu, makamaka chifukwa graphitization yalowa mu nthawi yotulutsa mphamvu zopanga kuyambira theka lachiwiri la 2022, ndipo kusiyana kwa graphitization kwachepa pang'onopang'ono.

Kuthekera kwa graphitization kukuyembekezeka kufika matani 1.46 miliyoni mu 2022 ndi matani 2.31 miliyoni mu 2023.

Kuchuluka kwapachaka kwa madera akuluakulu opanga ma graphitization kuyambira 2022 mpaka 2023 akukonzekera motere:

Inner Mongolia: Mphamvu zatsopano zidzayikidwa mu 2022. Mphamvu yogwira ntchito ya graphitization ikuyembekezeka kukhala matani 450,000 mu 2022 ndi matani 700,000 mu 2023.

Sichuan: Mphamvu zatsopano zidzakhazikitsidwa mu 2022-2023. Kuchuluka kwa graphitization kukuyembekezeka kukhala matani 140,000 mu 2022 ndi matani 330,000 mu 2023.

Guizhou: Mphamvu zatsopanozi zidzakhazikitsidwa mu 2022-2023. Mphamvu ya graphitization ikuyembekezeka kukhala matani 180,000 mu 2022 ndi matani 280,000 mu 2023.

""

Kuchokera ku ziwerengero zamakono za polojekitiyi, kuwonjezeka kwamtsogolo kwa mphamvu zowonongeka kwa electrode makamaka kusakanikirana kwa graphite, makamaka ku Sichuan, Yunnan, Inner Mongolia ndi malo ena.

Akuyembekezeka kuti graphitization yalowa mu nthawi yotulutsa mphamvu mu 2022-2023. Zikuyembekezeka kuti kupanga ma graphite opangira sikudzakhala koletsedwa m'tsogolomu, ndipo mtengowo upitiliza kubwereranso ku zomveka.

""


Nthawi yotumiza: Dec-05-2022