Kwimeko yokunyuka kwemfuno, imakethi ye-needle coke iyonke iya kugcina umkhwa onyukayo ngo-2021, kwaye ubungakanani kunye nexabiso le-needle coke liya kusebenza kakuhle. Xa sijonga ixabiso lemakethi ye-needle coke ngo-2021, kubekho ukunyuka okuthile xa kuthelekiswa no-2020. Ixabiso eliqhelekileyo lamalahle asekhaya asekelwe kumalahle yi-8600 yuan/ton, ixabiso eliqhelekileyo lamalahle asekelwe kwioyile yi-9500 yuan/ton, kwaye ixabiso eliqhelekileyo lamalahle asekelwe kumalahle angeniswayo yi-US$1,275/ton. Ixabiso eliqhelekileyo yi-US$1,400/ton.
Ukunyuka kwamaxabiso ezoqoqosho kwihlabathi jikelele okubangelwe yibhubhane kukhokelele ekunyukeni okukhulu kwamaxabiso eemveliso, kwaye imveliso yentsimbi kunye namaxabiso eTshayina afikelele kwinqanaba eliphezulu. Kwisiqingatha sokuqala salo nyaka, imveliso yentsimbi yesithando sombane saseTshayina ifikelele kwi-62.78 yezigidi zeetoni, ukunyuka konyaka nonyaka kwe-32.84%. Imveliso yonyaka kulindeleke ukuba ifikelele kumanqaku ezigidi ezili-120. Phantsi kwempembelelo yoku, imakethi ye-graphite electrode yaseTshayina ibonise umkhwa wokubuyela kwimeko yesiqhelo kwisiqingatha sokuqala sika-2021, kunye nexabiso eliphakathi elinyuka phantse ngama-40% ukususela ekuqaleni konyaka. Ukwanda kwemfuno yemarike okubangelwe kukuzinziswa kwezifo ezibangelwa ziintsholongwane zaphesheya, kunye nencopho yekhabhoni ngo-2021. Ngaphantsi kwenjongo, intsimbi, njengeshishini elisebenzisa amandla amaninzi, ijongene noxinzelelo olukhulu lokutshintsha. Ngokwembono yangoku, intsimbi yesithando sombane eYurophu, eMelika, eIndiya nakwamanye amazwe ifikelela kwi-60%, kwaye amanye amazwe aseAsia afikelela kwi-20-30%. ETshayina, yi-10.4% kuphela, esezantsi kakhulu. Kuyabonakala ukuba ukwenziwa kwentsimbi yesitofu sombane saseTshayina kunendawo enkulu yokukhula kwixesha elizayo, kwaye oku kuya kubonelela ngenkxaso enamandla kwimfuno yee-electrode ezinkulu ze-graphite ezinamandla aphezulu kakhulu. Imveliso ye-electrode ye-graphite yaseTshayina kulindeleke ukuba iphume ngo-2021. Iya kudlula kwi-1.1 yezigidi zeetoni, kwaye imfuno ye-needle coke iya kubalelwa kwi-52%.
Ngenxa yokwanda ngokukhawuleza kwesabelo semarike yehlabathi sezithuthi zamandla amatsha, imfuno yasekhaya neyangaphandle iye yanda. Ngowama-2021, ubungakanani bemarike kunye nexabiso lezixhobo ze-anode zebhetri ye-lithium ziya kunyuka ngesantya esikhulu sokukhula. Nangona kudityaniswe ulawulo oluphindwe kabini lokusetyenziswa kwamandla kunye nokukhuselwa kokusingqongileyo e-Inner Mongolia, kwaye kuphela yi-70% yamandla emveliso kwindawo ephambili yemveliso ye-anode graphitization ekhutshiweyo, imveliso yezinto ze-anode zasekhaya isande nge-143% unyaka nonyaka kwisiqingatha sokuqala salo nyaka. Kuqikelelwa ukuba imveliso yonyaka ye-anode ngo-2021 iya kufikelela kwiitoni ezingama-750,000, kwaye imfuno ye-needle coke iya kubalelwa kwi-48%. Imfuno ye-needle coke yezinto ze-electrode ezimbi iyaqhubeka nokubonisa ukukhula okukhulu.
Ngenxa yokwanda kwemfuno, amandla oyilo lwe-needle coke kwimarike yaseTshayina nawo makhulu kakhulu. Ngokwezibalo ze-Xin Li Information, amandla emveliso iyonke ye-needle coke eTshayina aya kufikelela kwi-2.18 yezigidi zeetoni ngo-2021, kubandakanya iitoni ezi-1.29 yezigidi zeetoni zamandla okuvelisa asekelwe kwioyile kunye namandla okuvelisa asekelwe kumalahle angama-890,000. I-Ton. Ukwanda ngokukhawuleza kokunikezelwa kwe-needle coke eTshayina kuya kuyichaphazela njani imakethi ye-needle coke engeniswa eTshayina kunye nepatheni yangoku yokunikezelwa kwe-needle coke kwihlabathi liphela? Ithini indlela ethengiswa ngayo i-needle coke ngo-2022?
Ixesha lokuthumela: Novemba-17-2021