Emva koSuku lweSizwe, ixabiso lee-odolo ezithile kwimarike yegraphite liya kunyuka malunga ne-1,000-1,500 yuan/toni ukusuka kwixesha elidlulileyo. Okwangoku, kusekho ukulinda kunye nokubona umoya ekuthengeni i-graphite electrode downstream metal mills, kunye nokuthengiselana kweemarike kusebuthathaka. Nangona kunjalo, ngenxa yokuxinana kwemarike ye-electrode yegraphite kunye neendleko eziphezulu, iinkampani ze-electrode zegraphite ziqhubela phambili ngokunyusa ixabiso le-electrode yegraphite phantsi kokungafuni ukuthengisa, kwaye ixabiso lemarike litshintsha ngokukhawuleza. Imiba ethile enempembelelo yile ilandelayo:
1. Ngaphantsi kweempembelelo zokucuthwa kombane, ukunikezelwa kwemarike ye-graphite electrode kulindeleke ukuba yehle
Ngakolunye uhlangothi, emva kweenyanga ezi-2 zokusetyenziswa, i-inventory ye-graphite electrode market inventory iyancipha, kwaye ezinye iinkampani ze-graphite electrode zibonise ukuba inkampani ayinayo i-inventory;
Kwelinye icala, phantsi kweempembelelo zokunqongophala kombane okwaqala phakathi kuSeptemba, amaphondo ahlukeneyo anike ingxelo ngokulandelelana kothintelo lombane, kwaye izithintelo zombane ziye zanda ngokuthe ngcembe. Imveliso ye-graphite electrode market ilinganiselwe kwaye unikezelo luyancitshiswa.
Ukuza kuthi ga ngoku, umda wamandla kwimimandla emininzi ugxininiswe kwi-20% -50%. Kwi-Inner Mongolia, i-Liaoning, i-Shandong, i-Anhui, ne-Henan, impembelelo yezithintelo zamandla inzima kakhulu, ngokusisiseko malunga ne-50%. Phakathi kwabo, amanye amashishini e-Inner Mongolia naseHenan athintelwe kakhulu. Impembelelo yombane inokufikelela kwi-70% -80%, kwaye iinkampani ezizimeleyo zivaliwe.
Ngokwezibalo kwimveliso ye-48 yeenkampani ze-electrode eziqhelekileyo kweli lizwe, ngokusekelwe ekubaleni ukuveliswa kwee-electrode zegraphite ngoSeptemba, kwaye zibalwe ngokomlinganiselo wombane oqingqiweyo kwimarike ye-electrode yegraphite ngaphambi kwexesha "leshumi elinanye". , kulindeleke ukuba imveliso yenyanga ye-graphite electrode market iya kuncipha ngeetoni ze-15,400 ngokubanzi; Emva kwexesha "leshumi elinanye", imarike ye-electrode yegraphite kulindeleke ukuba inciphise imveliso yenyanga yonke ngeetoni ezingama-20,500. Ingabonwa ukuba umda wamandla wemarike ye-graphite electrode yomeleze emva kweholide.
Ukongezelela, kuyaqondwa ukuba ezinye iinkampani zaseHebei, eHenan nakweminye imimandla ziye zafumana isaziso somda wemveliso yekwindla kunye nobusika, kwaye ezinye iinkampani ze-graphite electrode azikwazi ukuqalisa ukwakhiwa ngenxa yemozulu yasebusika. Umda kunye nezithintelo zemarike ye-electrode yegraphite iya kwandiswa ngakumbi.
2. Iindleko zeemakethe ze-graphite electrode ziyaqhubeka zikhula
Amaxabiso anyukayo ezinto eziluhlaza kwii-electrode zegraphite ayaqhubeka nokunyuka
Emva koSuku lweSizwe, amaxabiso e-petroleum coke enesulfure ephantsi, itela yamalahle kunye nenaliti ye-coke, eziziimathiriyeli ekrwada enyukayo yee-electrode zegraphite, anyukile ngaphaya kwebhodi. Ukuchatshazelwa lixabiso elinyukayo letela yamalahle kunye nodaka lwe-oyile, i-coke yenaliti ephuma kumazwe angaphandle kunye ne-coke yenaliti yasekhaya kulindeleke ukuba iqhubeke nokunyuka ngamandla. Qhubeka nokucinezela kwinqanaba eliphezulu.
Kubalwa ngokusekwe kumaxabiso ezinto ekrwada akhoyo, ithiyori, ixabiso elibanzi lokuvelisa i-electrode yegraphite imalunga ne-19,000 yuan/ton. Ezinye iinkampani zegraphite electrode zathi imveliso yazo ibe nelahleko.
Ngaphantsi kwempembelelo yokunciphisa umbane, iindleko zenkqubo ye-graphite electrode market iye yanda
Ngakolunye uhlangothi, phantsi kweempembelelo zokunciphisa amandla, inkqubo ye-graphitization yeenkampani ze-graphite electrode zithintelwe kakhulu, ngakumbi kwiindawo ezinamaxabiso aphantsi ombane afana ne-Inner Mongolia kunye ne-Shanxi; kwelinye icala, inzuzo engalunganga ye-electrode graphitization ixhaswa yinzuzo ephezulu yokubamba izixhobo zentengiso. , Ezinye iinkampani ze-graphite electrode graphitization zitshintshele kwi-graphitization ye-electrode negative. I-superposition yezinto ezimbini ikhokelele ekunqongophelweni kwangoku kwemithombo ye-graphitization kwimarike ye-graphite electrode kunye nokunyuka kwamaxabiso e-graphitization. Okwangoku, ixabiso le-graphitization lamanye ama-electrode e-graphite linyuke laya kwi-4700-4800 yuan / ton, kwaye abanye bafikelele kwi-5000 yuan / ton.
Ukongeza, iinkampani kwezinye iindawo ziye zafumana izaziso zokuthintelwa kwemveliso ngexesha lokufudumala. Ukongeza kwi-graphitization, ukutshisa kunye nezinye iinkqubo nazo zithintelwe. Kulindeleke ukuba iindleko zezinye iinkampani ze-graphite electrode ezingenayo isethi epheleleyo yeenkqubo ziya kunyuka.
3. Imfuno yemarike yee-electrode zegraphite izinzile kwaye iyaphucuka
I-electrode ye-graphite yentsimbi esezantsi yomlambo ifuna nje ukongamela
Kutshanje, izingqusho zentsimbi ezisezantsi zombane wegraphite zinike ingqwalasela ngakumbi ekucuthekeni kwamandla emarike yegraphite electrode, kodwa amashishini entsimbi asenayo imveliso enyiniweyo kunye namandla ombane, kunye nezixhobo zentsimbi zisebenza ngaphantsi, kwaye kusekho ukulinda. -kwaye-ubone imvakalelo ekuthengeni i-graphite electrode.
Ngokubhekiselele kwintsimbi yesithando sombane, imimandla ethile iye yalungisa "ubungakanani obunye buhambelana nayo yonke into" yokunciphisa umbane okanye "uhlobo lokuhamba" lokunciphisa icarbon. Okwangoku, ezinye izityalo zetsimbi zombane ziphinde zaqala ukuvelisa okanye zinokuvelisa utshintsho oluphezulu. Isantya sokusebenza kwezityalo zetsimbi zombane ziye zaphinda zanda kancinci, ezilungele izityalo zetsimbi zombane. Imfuno ye-electrode yegraphite.
Imarike yegraphite electrode kulindeleke ukuba inyuke
Emva koSuku lweSizwe, ngokwezinye iinkampani ze-graphite electrode, imarike yokuthumela ngaphandle iyonke izinzile, kwaye imibuzo yokuthumela ngaphandle iye yanda, kodwa i-transaction yangempela ayizange inyuke kakhulu, kwaye imfuno yee-electrode zegraphite izinzile.
Nangona kunjalo, kuxelwa ukuba izinga lomthwalo weenqanawa zokuthumela ngaphandle kwe-graphite electrode liye lehla kutsha nje, kwaye enye i-backlog ye-stocks kwi-port ingathunyelwa. Ngenxa yokwanda kabukhali kwempahla ethunyelwa elwandle kulo nyaka, ezinye iinkampani zegraphite electrode zithe iindleko zothutho zibalelwa malunga ne-20% yeendleko zokuthumela ngaphandle kwee-electrode zegraphite, nto leyo ekhokelele ekubeni ezinye iinkampani zegraphite electrode zitshintshele kwintengiso yasekhaya okanye ukuthunyelwa ngenqanawa kumazwe angabamelwane. Ke ngoko, ukuhla kwamaxabiso othutho elwandle kulungile kwiinkampani zegraphite electrode ukwandisa ukuthunyelwa kwamanye amazwe.
Ukongezelela, isigwebo sokugqibela sokuchasa ukulahlwa kwe-Eurasian Union siphunyeziwe kwaye siya kumisela ngokusemthethweni imisebenzi echasene nokulahla i-graphite electrode yaseTshayina ukususela ngoJanuwari 1, 2022. Ngoko ke, iinkampani zaphesheya zinokuba nezitokhwe ezithile kwikota yesine, kunye ne-graphite electrode ukuthunyelwa kwempahla kumazwe angaphandle kunokunyuka.
Imbonakalo yemarike: Impembelelo yokunciphisa amandla iya kwanda ngokuthe ngcembe, kwaye ukukhuselwa kokusingqongileyo ekwindla nasebusika kunye nezithintelo zemveliso kunye neemfuno zokusingqongileyo zeeOlimpiki zaseBusika ziya kubekwa phezulu. Umda wokuveliswa kwemarike ye-electrode yegraphite unokuqhubeka kude kube ngoMatshi ka-2022. Unikezelo lwemarike ye-electrode yegraphite kulindeleke ukuba luqhubeke nokuncipha, kwaye ixabiso leeelectrode zegraphite liya kuqhubeka. Phakamisa okulindelekileyo.
Ixesha lokuposa: Oct-14-2021