Bungwe la European Commission likukhulupirira kuti kuwonjezeka kwa katundu wochokera ku China kupita ku Europe kwawononga mafakitale oyenerera ku Europe. Mu 2020, kufunikira kwa mpweya ku Europe kunachepa chifukwa cha kuchepa kwa mphamvu zopangira zitsulo komanso mliriwu, koma chiwerengero cha katundu wochokera ku China chinawonjezeka ndi 12% chaka ndi chaka, ndipo gawo la msika linafika pa 33.8%, kuwonjezeka kwa 11.3 peresenti; Gawo la msika la mabungwe a mgwirizano wa ogwira ntchito ku Europe linachepa kuchoka pa 61.1% mu 2017 kufika pa 55.2% mu 2020.
Kufufuza kwa nkhaniyi kunakhudza miyezo yambiri yofotokozera monga kuphatikizana kwa zinthu, gwero ndi mtengo wa petroleum coke, ndalama zoyendera, magetsi ndi njira yowerengera. Anthu aku China monga China Chamber of Commerce for mechanical and electric industry, Fangda group ndi Liaoning dantan adayambitsa kukayikira ndipo adakhulupirira kuti miyezo yomwe European Commission idagwiritsa ntchito inali yolakwika.
Kufufuza nkhaniyi kumakhudza mbali zingapo zofotokozera monga kuphatikizika kwa zinthu. Anthu aku China monga China Chamber of Commerce for mechanical and electric industry, Fangda group ndi Liaoning dantan onse adakayikira kuti miyezo yomwe European Commission idagwiritsa ntchito idasokonekera.
Komabe, apilo ambiri anakanidwa ndi European Commission chifukwa chakuti mabizinesi aku China sanapereke miyezo kapena miyezo yabwino kapena yosasinthika.
China ndi dziko lomwe limagwiritsa ntchito kwambiri ma electrode a graphite. Everbright Securities inanena kuti m'zaka zaposachedwa, kafukufuku wotsutsana ndi kutaya zinthu kunja kwa dziko pa kutumiza ma electrode a graphite ku China wakhala akuchitika mosalekeza, zomwe zimachitika chifukwa cha mtengo wotsika komanso kukwera pang'onopang'ono kwa mtundu wa ma electrode a graphite akunyumba, ndipo kuchuluka kwa kutumiza kunja kwa dzikolo kwawonjezeka chaka ndi chaka.
Kuyambira mu 1998, India, Brazil, Mexico ndi United States akhala akuchita kafukufuku wotsutsana ndi kutaya zinyalala m'madzi ndipo akhala akuika ntchito zotsutsana ndi kutaya zinyalala m'ma electrode a graphite aku China.
Lipoti la Everbright Securities likuwonetsa kuti madera akuluakulu otumiza kunja kwa China omwe amagwiritsa ntchito ma electrode a graphite ndi Russia, Malaysia, Turkey, Italy ndi ena.
Kuyambira mu 2017 mpaka 2018, mphamvu yopangira ma electrode a graphite ochokera kunja inachepa pang'onopang'ono. Makampani monga graftech ku United States ndi Sigri SGL ku Germany adapitiliza kuchepetsa mphamvu yopangira, ndipo adatseka mafakitale atatu akunja motsatana, kuchepetsa mphamvu yopangira ndi matani pafupifupi 200000. Kusiyana kwa kupezeka ndi kufunikira kwa zinthu kunja kunakula, zomwe zinapangitsa kuti kufunikira kwa ma electrode a graphite ochokera kunja ku China kubwezeretsedwe.
Kampani ya Everbright Securities ikuneneratu kuti kuchuluka kwa ma electrode a graphite ku China kukuyembekezeka kufika matani 498500 mu 2025, kuwonjezeka kwa 17% poyerekeza ndi 2021.
Malinga ndi deta ya Baichuan Yingfu, mphamvu yopangira ma electrode a graphite m'dziko muno mu 2021 inali matani 1.759 miliyoni. Kuchuluka kwa kutumiza kunja kunali matani 426200, ndi kuwonjezeka kwakukulu kwa 27% pachaka, kuchuluka kwakukulu kwambiri munthawi yomweyi m'zaka zisanu zaposachedwa.
Kufunika kwa ma electrode a graphite komwe kumatsikira pansi kumakhudza kwambiri mafakitale anayi: kupanga zitsulo za ng'anjo yamagetsi, kupanga zitsulo zachikasu za ng'anjo yamagetsi, kupanga phosphorous yachikasu ya ng'anjo yamagetsi, kupanga zitsulo za silicon, ndi kupanga zitsulo za ng'anjo yamagetsi, zomwe zimafuna kwambiri kupanga zitsulo za ng'anjo yamagetsi.
Malinga ndi ziwerengero za deta ya Baichuan, kufunikira kwa ma electrode a graphite mumakampani opanga zitsulo ndi zitsulo kudzawerengera pafupifupi theka la kufunikira konse mu 2020. Ngati kufunikira kwapakhomo kokha kuganiziridwa, ma electrode a graphite omwe amagwiritsidwa ntchito popanga zitsulo zamagetsi a arc furnace amapanga pafupifupi 80% ya kufunikira konse.
Everbright Securities inanena kuti ma electrode a graphite ndi a makampani omwe amagwiritsa ntchito mphamvu zambiri komanso kutulutsa mpweya wambiri wa carbon. Ndi kusintha kwa mfundo kuchokera pakuwongolera kugwiritsa ntchito mphamvu kupita ku kuwongolera kutulutsa mpweya wa carbon, mawonekedwe a electrode ya graphite ndi kufunikira kwake adzasintha kwambiri. Poyerekeza ndi mafakitale achitsulo chogwira ntchito nthawi yayitali, chitsulo chogwira ntchito nthawi yochepa cha EAF chili ndi ubwino wodziwikiratu wowongolera mpweya, ndipo kufunikira kwa makampani a electrode a graphite kukuyembekezeka kuwonjezeka mwachangu.
Nthawi yotumizira: Epulo-12-2022