IKhomishini yaseYurophu ikholelwa ukuba ukwanda kokuthunyelwa kwempahla eYurophu yiTshayina kuye konakala amashishini afanelekileyo eYurophu. Ngo-2020, imfuno yekhabhoni eYurophu yehlile ngenxa yokwehla kwamandla emveliso yentsimbi kunye nobhubhane, kodwa inani leempahla ezingeniswe eTshayina lenyuke nge-12% unyaka nonyaka, kwaye isabelo semarike sifikelele kwi-33.8%, ukunyuka kweepesenti ezili-11.3; Isabelo semarike samashishini emanyano yabasebenzi baseYurophu sehle ukusuka kwi-61.1% ngo-2017 ukuya kwi-55.2% ngo-2020.
Uphando lwetyala lubandakanye imigangatho emininzi yokubhekisa efana nokudityaniswa kwemveliso, umthombo kunye neendleko ze-petroleum coke, iindleko zothutho, umbane kunye nendlela yokubala. Izifundo zaseTshayina ezifana neChina Chamber of Commerce for mechanical and electronic industry, iFangda group kunye neLiaoning dantan ziphakamise amathandabuzo kwaye zikholelwa ukuba imigangatho eyamkelwe yiKhomishini yaseYurophu yayigqwethekile.
Uphando lwetyala lubandakanya imilinganiselo emininzi yokubhekisa efana nokudityaniswa kwemveliso. Izifundo zaseTshayina ezifana neChina Chamber of Commerce for mechanical and electronic industry, iFangda group kunye neLiaoning dantan zonke zibuza ukuba imigangatho eyamkelwe yiKhomishini yaseYurophu yayigqwethekile.
Nangona kunjalo, uninzi lwezibheno zaliwe yiKhomishini yaseYurophu ngesizathu sokuba amashishini aseTshayina awazange abonise imilinganiselo okanye imigangatho engcono okanye engagqwethekanga.
I-China lilizwe elithumela kakhulu ii-electrode ze-graphite kwamanye amazwe. I-Everbright Securities ibonise ukuba kwiminyaka yakutshanje, uphando oluchasene nokulahla inkunkuma kwamanye amazwe malunga nokuthunyelwa kwee-electrode ze-graphite zase-China luye lwaqhubeka, oku kungenxa yexabiso eliphantsi kunye nokunyuka kancinci komgangatho wee-electrode ze-graphite zasekhaya, kwaye umthamo wokuthunyelwa kwamanye amazwe uye wanda minyaka le.
Ukususela ngo-1998, i-India, iBrazil, iMexico kunye ne-United States ziye zenza uphando oluchasene nokulahla inkunkuma ngokulandelelana kwaye zabeka imithwalo yokulwa nokulahla inkunkuma kwii-electrodes zegrafiti zaseTshayina.
Ingxelo ye-Everbright Securities ibonisa ukuba iindawo eziphambili zokuthumela ngaphandle ii-electrode zegrafiti eTshayina ziquka iRashiya, iMalaysia, iTurkey, i-Itali njalo njalo.
Ukususela ngo-2017 ukuya ku-2018, amandla okuvelisa i-graphite electrode phesheya kolwandle ayeka kancinci kancinci. Iinkampani ezifana ne-graftech e-United States kunye ne-Sigri SGL eJamani ziqhubeke nokunciphisa amandla okuvelisa, zaza zavala iifektri ezintathu zangaphandle ngokulandelelana, zinciphisa amandla okuvelisa malunga neetoni ezingama-200 000. Umsantsa wokubonelela kunye nemfuno phesheya kolwandle wanda, nto leyo eyabangela ukuba kubuyelwe kwimfuno yokuthumela ngaphandle i-graphite electrode e-China.
I-Everbright Securities iqikelela ukuba umthamo wokuthunyelwa kwe-graphite electrode eTshayina kulindeleke ukuba ufikelele kwiitoni ezingama-498500 ngo-2025, ukunyuka kwe-17% ngo-2021.
Ngokwedatha yeBaichuan Yingfu, amandla okuvelisa i-graphite electrode yasekhaya ngo-2021 yayiziitoni eziyi-1.759 yezigidi. Umthamo wokuthunyelwa kwamanye amazwe wawuziitoni ezingama-426200, kunye nokwanda okukhulu kwe-27% unyaka nonyaka, eli linqanaba eliphezulu kwixesha elifanayo kwiminyaka emihlanu yakutshanje.
Imfuno esezantsi ye-graphite electrode igxile kakhulu kumashishini amane: i-electric arc furnace steelmaking, i-submarine arc furnace smelting yellow phosphorus, i-abrasive kunye ne-industrial silicon, phakathi kwazo kukho imfuno enkulu ye-electric arc furnace steelmaking.
Ngokwezibalo zedatha yeBaichuan, imfuno yee-electrode zegrafiti kwishishini lesinyithi nentsimbi iya kubalelwa malunga nesiqingatha semfuno iyonke ngo-2020. Ukuba kuqwalaselwa imfuno yasekhaya kuphela, i-electrode yegrafiti esetyenziswa kwi-electric arc furnace yokwenza intsimbi ibandakanya malunga ne-80% yexabiso lilonke lokusetyenziswa.
I-Everbright Securities ibonise ukuba i-graphite electrode yeyeshishini lokusetyenziswa kwamandla aphezulu kunye nokukhutshwa kwekhabhoni ephezulu. Ngotshintsho lwemigaqo-nkqubo ukusuka ekulawuleni ukusetyenziswa kwamandla ukuya ekulawuleni ukukhutshwa kwekhabhoni, ipateni yokubonelela kunye nemfuno ye-graphite electrode iya kuphucuka kakhulu. Xa kuthelekiswa nezityalo zentsimbi ezisebenza ixesha elide, intsimbi ye-EAF yenkqubo emfutshane ineengenelo ezicacileyo zokulawula ikhabhoni, kwaye imfuno yeshishini le-graphite electrode kulindeleke ukuba inyuke ngokukhawuleza.
Ixesha lokuthumela: Epreli-12-2022