"Ukulinganiswa kwamandla" kuye kwaba ngumxholo oshushu e-China ukususela ngoSeptemba. Isizathu sokuba "umlinganiselo wamandla" kukukhuthazwa kwenjongo "yokungathathi hlangothi kwekhabhoni" kunye nokulawulwa kokusetyenziswa kwamandla. Ukongeza, ukususela ekuqaleni kwalo nyaka, kukho ezahlukeneyo imichiza iindaba ixabiso ekrwada kwavela enye emva kwenye, phakathi apho igraphite electrode, into ebaluleke kakhulu kushishino intsimbi, ifumene ingqalelo encinane kwimarike kulo nyaka, kunye nentsimbi. ishishini kunye nokungathathi hlangothi kwekhabhoni.
Ikhonkco yezoShishino: isetyenziswa ikakhulu kwimveliso yentsimbi
I-electrode yegraphite luhlobo lokumelana nobushushu obuphezulu begraphite conductive material, igraphite electrode inokuqhuba isizukulwana sangoku kunye namandla, ukuze inyibilikise inkunkuma yentsimbi kwiziko lokuqhushumba okanye ezinye izinto eziluhlaza ukuvelisa intsimbi kunye nezinye iimveliso zetsimbi, ezisetyenziswa ikakhulu kwimveliso yentsimbi. . I-electrode yegraphite luhlobo lwemathiriyeli ene-resistivity ephantsi kunye nokuchasana ne-thermal gradient kwisithando sombane se-arc. Iimpawu eziphambili zemveliso ye-graphite electrode ngumjikelezo wemveliso omde (ngokuqhelekileyo uhlala kwiinyanga ezintathu ukuya kwezintlanu), ukusetyenziswa kwamandla aphezulu kunye nenkqubo yemveliso enzima.
Imeko yekhonkco leshishini le-electrode yegraphite:
I-graphite electrode industry chain inyusa umsinga imathiriyeli ekrwada ikakhulu yepetroleum coke, inaliti coke, umyinge wengxelo yemali ekrwada yexabiso lemveliso yegraphite electrode inkulu, ibalelwa ngaphezu kwama-65%, ngenxa yeteknoloji yemveliso yenaliti ye-coke kunye nobugcisa obunxulumene neJapan kunye nezinye. amazwe kusekho umsantsa omkhulu, yasekhaya inaliti umgangatho kunzima ukuqinisekisa, ngoko ukuxhomekeka China yokungenisa yokungenisa kumgangatho ophezulu yenaliti coke kusekho eliphezulu, Ngo-2018, unikezelo lilonke inaliti coke eTshayina kwaba 418.000 iitoni, apho 218.000 iitoni. ezisuka kumazwe angaphandle, zibalelwa ngaphezu kwe-50%. Eyona ndlela iphambili yokusetyenziswa kweeelectrode zegraphite kukwenza intsimbi ye-eAF.
I-electrode yegraphite isetyenziswa ikakhulu kwintsimbi kunye nentsimbi yokunyibilikisa. Uphuhliso loshishino lwe-graphite electrode e-China luhambelana ngokusisiseko nokuphuculwa kweshishini lentsimbi kunye nentsimbi yaseTshayina. I-electrode yegraphite yaseTshayina yaqala ngeminyaka yoo-1950. I-Warburg Securities yahlule uphuhliso lwe-graphite electrode e-China kwiinqanaba ezintathu:
1. Yaqala uphuhliso ngo-1995 - imveliso eninzi ngo-2011;
2. Ukwahluka kwamashishini kuye kwaqina ngo-2013 — uqoqosho lwaphucuka kakhulu ngo-2017;
3. I-2018 isendleleni ephantsi - iimfazwe zexabiso ziphuma kwi-2019.
Ubonelelo kunye nemfuno: i-akhawunti yombane yesithando somlilo ibangela uninzi
Ngokubhekiselele kwimveliso kunye nokusetyenziswa, ngokohlalutyo luka-Frost Sullivan, ukuveliswa kwee-electrode zegraphite e-China kwehle ukusuka kwi-0.53 yezigidi zeetoni ngo-2015 ukuya kwi-0.50 yezigidi zeetoni ngo-2016, ebonisa ukuhla. Ngo-2020, ubhubhane waba nefuthe elibi kwimisebenzi yabavelisi ngenxa yezithintelo zolawulo kwiiyure zokusebenza, ukuphazamiseka kwabasebenzi kunye notshintsho kwiinkqubo zokusebenza.
Ngenxa yoko, imveliso yaseTshayina yee-electrode zegraphite yehle kakhulu. Ilindele ukuba imveliso ifikelele kwi-1,142.6 yeekhilotoni ngo-2025, kunye ne-cagR emalunga ne-9.7% ukusuka ngo-2020 ukuya ku-2025, njengoko imisebenzi iqala kwakhona kunye nenkxaso yomgaqo-nkqubo wolawulo kuphuhliso lwentsimbi ye-eAF.
Ngoko ke imveliso, kwaye ke ukusetyenziswa. Ukusetyenziswa kwe-electrode yegraphite e-China yaqala ukunyuka ukusuka ku-2016, yafikelela kwi-0.59 yezigidi zeetoni ngo-2020, kunye ne-cagR ye-10.3% ukusuka ngo-2015 ukuya ku-2020. ukuveliswa kunye nokusetyenziswa kwe-electrode.
Imveliso ye-electrode yegraphite iyahambelana nentsimbi ye-EAF. Ukukhula kwemveliso yentsimbi ye-EAF kuya kuqhuba imfuno ye-graphite electrode kwixesha elizayo. I-China ivelise i-127.4 yezigidi zeetoni zentsimbi ye-eaf kunye ne-742,100 yeetoni ze-graphite electrode ngo-2019, ngokutsho kweWorld Iron and Steel Association kunye neChina Carbon Industry Association. Imveliso kunye nezinga lokukhula kwe-electrode yegraphite e-China inxulumene ngokusondeleyo nemveliso kunye nezinga lokukhula kwe-eAF steel e-China.
Ngo-2019 kunye no-2020, imfuno yehlabathi jikelele ye-eAF steel kunye ne-non-EAF steel yi-1.376,800 yeetoni kunye ne-1.472,300 yeetoni ngokulandelelanayo. I-Warburg Securities ibikezela ukuba imfuno epheleleyo yehlabathi iya kunyuka ngakumbi kwiminyaka emihlanu ezayo kwaye ifikelele malunga neetoni ze-2.104,400 kwi-2025. Imfuno ye-akhawunti yesithando somlilo sombane ichaza uninzi, oluqikelelwa ukuba lufikelele kwiitoni ze-1,809,500 kwi-2025.
Xa kuthelekiswa nokwenza intsimbi yesithando somlilo, ukwenza intsimbi yesithando sombane kuneengenelo ezicacileyo ekukhutshweni kwekhabhoni. Xa kuthelekiswa nokwenziwa kwentsimbi yentsimbi, ukwenza intsimbi nge-1 toni ye-scrap steel inokunciphisa iitoni ze-1.6 ze-carbon dioxide ekhutshwayo kunye neetoni ezi-3 zokukhutshwa kwenkunkuma eqinileyo. Uphando lwe-Brokerage ukuba isithando somlilo sombane kunye nentsimbi yokuqhuma intsimbi ngetoni ye-carbon emission ratio kwi-0.5: 1.9 level. Abaphandi bee-brokerage bathi, "uphuhliso lwentsimbi yesithando sombane kufuneka ibe yinto eqhelekileyo."
NgoMeyi, uMphathiswa wezoShishino kunye nobuChwepheshe boLwazi ukhuphe iSaziso malunga nokuPhunyezwa kweMigangatho yokuTshintshwa kwesakhono kwiShishini leNsimbi kunye neNsimbi, elaphunyezwa ngokusesikweni ngoJuni 1. Amanyathelo okuphunyezwa okutshintshwa komthamo aya kwandisa kakhulu umlinganiselo wokutshintshwa kwentsimbi kunye nokutshintshwa kwentsimbi kunye nentsimbi. ukwandisa imimandla engundoqo yothintelo nolawulo longcoliseko lomoya. Amaziko akholelwa ukuba indlela entsha yokutshintsha umthamo iya kunciphisa ngakumbi amandla ensimbi, idibanise imboni yentsimbi ukusombulula umthamo ogqithisileyo. Kwangaxeshanye, ukuphunyezwa kwendlela ehlaziyiweyo yokutshintsha kuya kukhawulezisa uphuhliso lwe-eAF, kwaye inxalenye yentsimbi ye-eAF iya kwandiswa ngokuthe ngcembe.
I-electrode ye-graphite iyona nto iphambili yesithando sombane, ekhuthazwa yimfuno yesithando sombane, imfuno yayo kulindeleke ukuba inyuke ngakumbi, i-graphite electrode ichaphazeleka ngexabiso layo.
Ukuguquguquka kwexabiso elikhulu: iimpawu ze-cyclical
Ukusukela ngo-2014 ukuya kowama-2016, imakethi yehlabathi ye-graphite electrode yehlile ngenxa yemfuno ebuthathaka yomlambo, kwaye amaxabiso e-electrode egraphite ahlala ephantsi. Ngo-2016 kunye nabavelisi be-graphite electrode kwi-line umthamo ngaphandle kweendleko zokuvelisa, i-inventory yentlalo ukuya ephantsi, i-2017 iphelile umgaqo-nkqubo wokucima i-DeTiaoGang i-intermediate frequency furnace, inani elikhulu lesinyithi esilahliweyo kwisithando somlilo sentsimbi, ishishini le-graphite electrode e-China kwisiqingatha sesibini I-2017 ifuna ukunyuka, ngenxa yokunyuka kwemfuno ye-graphite yenaliti ye-electrode coke kumaxabiso ezinto eziluhlaza zenyuka ngokukhawuleza kwi-2017, ngo-2019, yafikelela kuthi i-$ 3,769.9 ngetoni, i-5.7 amaxesha ukusuka kwi-2016.
Ixesha lokuposa: Oct-15-2021