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 yegraphite electrode yaseTshayina kwikota yesibini emva kozinzo olunyukayo olukhawulezayo.Ukunyuka okukhawulezileyo kubonakaliswa ikakhulu ngo-Epreli, iintsimbi zentsimbi zaqala umjikelo omtsha wokubhida, intsimbi yombane esezantsi yombane enenzuzo 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, ukwandisa 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 asekhaya 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 eziluhlaza aya kukhuthaza ukunyuka nokuwa kweendleko ze-electrode yegraphite, kwaye ngakolunye uhlangothi, ukuqala kunye nenzuzo yentsimbi yombane yesithando sombane kuye kwakhokelela ngokufanelekileyo ukunyuka nokuwa kwexabiso le-graphite electrode. Ukuwa kwemarike yegraphite electrode ngo-2021 kubeke ecaleni impembelelo yonikezelo, ebonisa iindleko zemathiriyeli ekrwada kunye nemfuno esezantsi, icacisa ukuguquguquka kwamaxabiso eeelectrode zegraphite unyaka wonke.
II.Uhlalutyo lweendleko kunye nenzuzo
Ukususela kuhlalutyo lwexabiso eliphezulu legraphite electrode electrode, e-Jiangsu ultra high power graphite electrode 500, umzekelo, ikota yesibini kaMeyi inzuzo ifikelele kwi-5229 yuan / ton, eyesithathu ngoSeptemba ephantsi-1008 yuan / ton, ngokwembono ye-2021 yemarike, ngaphezulu kunamandla egrafu yenzuzo ye-electrode ixesha elininzi ligcina uphuhliso oluhle, xa kuthelekiswa no-2018-2020, ishishini laseTshayina legraphite electrode lingene kwinqanaba lophuhliso olubi.
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 ye-graphite yaseTshayina kulindeleke ukuba ifikelele kwiitoni ezingama-400,000, inyuke nge-19.55% ngonyaka, idlule inqanaba le-2020. Ukususela ngoJanuwari ukuya kuNovemba idatha yokuthunyelwa kwamanye amazwe, ukuthunyelwa kwamanye amazwe kuye kwafikelela kwiitoni ezingama-391,200. Ngo-2021, ichaphazeleka kakhulu imiba yobhubhane lwasekhaya, kwaye wonke umsebenzi wenziwa ngokucwangcisiweyo ngakumbi, ukwandisa inani lokuthumela ngaphandle.
Ngo-2021 i-graphite electrode yase-China yokuthengisa ngaphandle imeko iyonke 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 koMatshi-Septemba, ngoMatshi-Julayi ukuthunyelwa ngaphandle kwegraphite electrode. ukwanda, ukuthunyelwa kwemveliso ngoMatshi-Septemba kuthatha i-66.84% yokuthunyelwa kwamanye amazwe ngonyaka, kwaye ngo-2021, i-exports izinzileyo kwaye ibuthathaka, 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 yaseTshayina yayiziitoni ezingama-607,400, 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 lokukhuselwa kokusingqongileyo ebusika 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 ephantsi, emva Matshi igraphite electrode market jikelele indawo unikezelo lwezibonelelo ziqinile.
I-Inventory, kwikota yesine ka-2021, imfuno yemarike ikude kakhulu kunokulindelekile, 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 ingcamango ibonakala ngakumbi.
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 yombane yaqala okanye ngokubanzi, kwixesha elifutshane, ukulungelelaniswa kokuthengwa kwezixhobo zentsimbi akunamandla, kwixesha elifutshane, imfuno esezantsi yomlambo inempembelelo encinci kwimarike ye-graphite electrode. I-Silicon market. : 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 kunye nebuthathaka ngaphambi konyaka.
Ngokuphathelele ukuthunyelwa kwamanye amazwe, imithwalo yeenqanawa ihlala iphezulu, kwaye ukuqonda kobuchwephesha kulindeleke ukuba amazinga omthwalo aya kuqhubeka eqhuba ixesha elide, elinokuthi linciphise ngo-2022. Ukongeza, ukuxinana kwe-seaport yehlabathi kuye kwaba malunga ne-2021. EYurophu kwaye Ngokomzekelo, i-East Asia, i-avareji yokulibaziseka kweentsuku ze-18, i-20% ngaphezulu kunangaphambili, okubangele iindleko eziphezulu zokuthumela.
Ixesha lokuposa: Jan-10-2022