Okokuqala, uhlalutyo lwexabiso lentengo
Kwikota yokuqala ka-2021, ixabiso lentengo ye-graphite electrode yaseTshayina yomelele, ikakhulu ixhamla kwixabiso eliphezulu lezinto eziphathekayo, ukukhuthaza ukunyuka okuqhubekayo kwexabiso legraphite electrode, uxinzelelo lwemveliso yeshishini, ukuzimisela kwexabiso lemarike kunamandla, kunye nokubonelela ngezinto ezincinci kunye nezincinci. ubungakanani obuphakathi izibonelelo zokucaciswa ziqinile, nto leyo enenzuzo ukunyuka ngokubanzi kwexabiso legraphite electrode.
Imarike ye-electrode yaseTshayina kwikota yesibini emva kozinzo olukhawulezayo oluya phezulu.Ukunyuka ngokukhawuleza kubonakaliswa ikakhulu ngo-Epreli, iintsimbi zentsimbi zaqala umjikelo omtsha wokubhida, iintsimbi zombane ezisezantsi zombane ezinenzuzo ephezulu kunye nesiqalo esiphakamileyo, imfuno elungileyo yegraphite electrode. .Ngakolunye uhlangothi, i-Inner Mongolia inokusetyenziswa kwamandla amabini, ukunikezelwa kwegraphite kuqinile, kwaye ukunikezelwa kwee-electrode zegraphite kuyancipha, kwandisa amandla exabiso le-graphite electrode.Nangona kunjalo, ukususela ngoMeyi ukuya kuJuni, i-coke yepetroleum eluhlaza. amaxabiso amabi, adityaniswe nokucinezelwa komsinga, amaxabiso e-electrode egraphite aphakama abuthathaka.
Kwikota yesithathu, ixabiso le-electrode yegraphite e-China lalizinzile kwaye libuthathaka, kwaye imfuno yemveli ngaphandle kwexesha lonyaka, idityaniswa necala lonikezelo olunamandla, ukungahambelani phakathi konikezelo kunye nemfuno kukhokelele ekwehleni kwamaxabiso e-electrode yegraphite. izinto eziluhlaza, ixabiso liyaqhubeka nokunyuka, kwaye phantsi koxinzelelo lweendleko, ixabiso le-graphite electrode linamandla. Nangona kunjalo, amanye amashishini egraphite electrode akhawuleza acime iindawo zokugcina kwaye abuyise imali, okukhokelela ekwehleni kwamaxabiso e-electrode yegraphite ekuqaleni nasekupheleni kwekota yesithathu.
Kwikota yesine, ngenxa yempembelelo yemveliso yasekhaya kunye nothintelo lombane, amaxabiso ezinto zasekhaya aqhubeka enyuka, kunye necoke yeoli yesulfure ephantsi, i-asphalt yavuka kakhulu, ixabiso eliphezulu lombane, i-Inner Mongolia kunye nezinye iindawo zokubonelela ngegraphite ziqinile kwaye ixabiso eliphezulu, ixabiso likhuthaze ixabiso le-graphite electrode e-China.Nangona kunjalo, nangona imveliso kunye nomda wamandla uthintele amashishini e-electrode yegraphite, kodwa intsimbi yentsimbi yombane esezantsi yaqala iphantsi, inzuzo ephantsi, kodwa yabangela ukuhla kwemfuno yemarike, ukubonelela kunye nokufunwa kubuthathaka, ukuguqulwa kwexabiso kuphezulu.Akukho mfuno, kuphela iindleko zokuqhuba, kunye nokunyuka kwamaxabiso aswele inkxaso ezinzileyo, ngoko ke ukutsalwa kwexabiso lexesha elifutshane kuye kwaba yinto eqhelekileyo ngamaxesha athile.
Ngokubanzi, ukothuka ngokubanzi kwemarike ye-graphite electrode yaseTshayina ngo-2021 yomelele. Ngakolunye uhlangothi, amaxabiso ezinto eziphathekayo aya kukhuthaza ukunyuka kunye nokuwa kweendleko ze-graphite electrode, kwaye kwelinye icala, ukuqala kunye nenzuzo yentsimbi yombane yesithando sombane kuye kwakhokelela ngokufanelekileyo ekunyukeni nasekuweni kwexabiso le-graphite electrode. Ukuwa kwemarike yegraphite electrode ngo-2021 kubeke ecaleni impembelelo yonikezelo, ebonisa iindleko zemathiriyeli ekrwada kunye nemfuno esezantsi yomlambo, ichaza ukuguquguquka kwamaxabiso eeelectrode zegraphite unyaka wonke.
II. Uhlalutyo lweendleko kunye nenzuzo
Ukususela kuhlalutyo lwexabiso eliphezulu legraphite electrode electrode, eJiangsu ultra high power graphite electrode 500, umzekelo, ikota yesibini Meyi inzuzo yafikelela 5229 yuan / ton, eyesithathu Septemba ephantsi-1008 yuan / ton, ngokwembono 2021 market, ngaphezulu kunamandla egrafu yenzuzo ye-electrode ixesha elininzi ligcina uphuhliso oluhle, xa kuthelekiswa ne-2018-2020, ishishini le-graphite electrode yaseTshayina lingene kwinqanaba lophuhliso oluhle.
Ngokweziphumo zemali zeFangda Carbon kwiikota ezintathu zokuqala ze-2021, izinga lokukhula kwenzuzo laliyi-71.91% kwikota yokuqala, i-205.38% kwikota yesibini, kunye ne-83.85% kwikota yesithathu. Ikota yesibini ka-2021 ikwalixesha lokukhula kwengeniso ngokukhawuleza.
Okwesithathu, uhlalutyo lwemfuno
(1) Iinkalo zangaphandle
Ngo-2021, ukuthunyelwa kwe-electrode yaseChina iyonke kulindeleke ukuba ifikelele kwiitoni ezingama-400,000, inyuke nge-19.55% ngonyaka, idlule inqanaba le-2020. Ukususela ngoJanuwari ukuya kuNovemba idatha yokuthumela ngaphandle, ukuthunyelwa kwamanye amazwe kuye kwafikelela kwiitoni ezingama-391,200.Ngo-2021, ichaphazeleka kakhulu yimveliso imiba yobhubhane lwasekhaya, kwaye wonke umsebenzi wenziwa ngokucwangcisiweyo ngakumbi, ukwandisa inani lokuthumela ngaphandle.
Ngo-2021 i-graphite electrode yaseTshayina yokuthunyelwa ngaphandle iyonke imeko yomelele, ukusuka ekuqhambukeni kwemarike yoqoqosho lwehlabathi, xa kuthelekiswa nemarike ka-2021 kunye no-2019, ibonise umahluko oqinileyo, ukuthunyelwa ngaphandle kwe-electrode yaseTshayina ngo-2019 ubukhulu becala phakathi kukaMatshi-Septemba, ngoMatshi-Julayi ukuthunyelwa ngaphandle kwegraphite electrode. ukwanda, ukuthunyelwa kwempahla ngoMatshi-Septemba kuthatha i-66.84% yokuthunyelwa kwamanye amazwe ngonyaka, kwaye ngo-2021, ukuthunyelwa kwamanye amazwe kuzinzile kwaye kubuthathaka, ngoMatshi nangoNovemba ukongeza ekukhuleni okukhawulezayo, i-export iyonke kwikota nganye ilingana ngokulinganayo.
(2) Imfuno yasekhaya
Amaziko afanelekileyo akhululwe: ngo-2021, imveliso yentsimbi ekrwada yaseTshayina yayiziitoni ezisisi-1.040 sebhiliyoni, yehla nge-2. 3% ngonyaka, imfuno ye-electrode yaseChina yayingama-607,400 eetoni, kwaye ngo-2021, imveliso ye-graphite electrode yaseTshayina kulindeleke ukuba idlule kwi-1.2 yezigidi zeetoni.
Ukususela kwimfuno yangoku yasekhaya kunye nezangaphandle, i-electrode yegraphite yaseChina ikwimo yokudlula amandla.Kwakhona ngokungangqalanga kubangele ixabiso langoku lasekhaya legraphite electrode kunzima ukubuyela kwixesha lenzuzo ephezulu.
Imbonakalo yemakethe yegraphite electrode yasekhaya ngo-2022
Imveliso: ngoJanuwari-Februwari, amashishini aqhelekileyo e-graphite electrode agcina imveliso eqhelekileyo, kodwa njengoko ulawulo lokhuseleko lwemospheri yasebusika lusondela, ukuya ngoJanuwari, i-Inner Mongolia, i-Shanxi, i-Hebei, i-Henan, i-Shandong, i-Liaoning kunye nezinye iindawo ziya kujongana nokugcinwa kwemveliso, Imarike iqala phantsi kwaye igcine iphantsi, emva kokuba imarike yoMatshi yegraphite electrode iyonke indawo yokubonelela iqinile.
I-Inventory, kwikota yesine ka-2021, imfuno yemarike ikude nokulindelekileyo, imfuno yemarike yangaphandle ngokuqhambuka kwakhona, i-New Year inventory reserve ayinamandla, i-graphite electrode enterprise inventory accumulation, nangona amanye amashishini ukukhawulezisa ukuthengiswa kokunciphisa inkunzi, kodwa imfuno ephantsi. ukubuyisela akubonakali, kwaye kukhawuleziswe ukhuphiswano olukhohlakeleyo lwemarike, uluhlu lwempahla aluphezulu, kodwa ukucinga kucacile.
Ngokwemfuno, umgangatho wemfuno yemalike yegraphite electrode uboniswa ikakhulu kwimarike yentsimbi, imarike yangaphandle kunye nentsimbi kunye nesilicon market.Iron kunye nentsimbi yentengiso: ukususela ngoJanuwari ukuya kuFebruwari, imarike yentsimbi yaqala ephantsi, iplanti yentsimbi yegraphite electrode iye yaqalisa. I-inventri yokuqala yesitokhwe, iplanti yentsimbi yesithando sombane yaqala okanye ngokubanzi, kwixesha elifutshane, ukuzimisela kokuthengwa kwezixhobo zentsimbi akunamandla, kwixesha elifutshane, imfuno esezantsi yomlambo inempembelelo encinci kwimarike yegraphite electrode.Imarike yeSilicon : Ishishini le-silicon alidlulanga ixesha elomileyo. Ngexesha elifutshane, imboni ye-silicon yensimbi iyaqhubeka iqala ukuba buthathaka ngaphambi konyaka, kwaye imfuno yee-electrode zegraphite iyaqhubeka ibe yindlela ezinzileyo kwaye engenamandla ngaphambi konyaka.
Ngokumalunga nokuthunyelwa kwamanye amazwe, imithwalo yeenqanawa ihlala iphezulu, kwaye ukuqonda kobuchwephesha kulindeleke ukuba amaxabiso omthwalo aya kuqhubeka eqhuba ixesha elide, elinokuthi linciphise ngo-2022.Ukongezelela, ukuxinana kwe-seaport yehlabathi kuye kwaba malunga ne-2021. EYurophu kunye Ngokomzekelo, i-East Asia, i-avareji yokulibaziseka kweentsuku ze-18, i-20% ngaphezulu kunangaphambili, okubangele iindleko eziphezulu zokuthumela.
Ixesha lokuposa: Jan-10-2022