Isinqumo se-European Commission sokulwa nokulahla i-graphite electrode yaseChina

I-European Commission ikholelwa ukuthi ukwanda kwezimpahla zaseChina ezithunyelwa eYurophu kulimaze izimboni ezifanele eYurophu. Ngo-2020, isidingo sekhabhoni sase-Europe sehla ngenxa yokwehla kwamandla okukhiqiza insimbi kanye nalolu bhubhane, kodwa inani lezimpahla ezingeniswa eChina lenyuke ngo-12% unyaka nonyaka, kanti isabelo semakethe safinyelela ku-33.8%, nokunyuka ngo-11.3 amaphuzu amaphesenti; Isabelo semakethe samabhizinisi ezinyunyana zaseYurophu sehle sisuka ku-61.1% ngo-2017 saya ku-55.2% ngo-2020.
Uphenyo lwamacala lwalubandakanya izindinganiso eziningi eziyisethenjwa ezifana nokugqagqana komkhiqizo, umthombo kanye nezindleko ze-petroleum coke, izindleko zokuhamba, ugesi kanye nendlela yokubala. Izihloko zesiShayina ezifana ne-China Chamber of Commerce for mechanical and electrical industry, i-Fangda group kanye ne-Liaoning dantan zaphakamisa ukungabaza futhi zikholelwa ukuthi izindinganiso ezithathwe yi-European Commission zihlanekezelwe.
Uphenyo lwecala lubandakanya izinkomba eziningi ezifana nokugqagqana komkhiqizo. Izihloko zesiShayina ezifana ne-China Chamber of Commerce for mechanical and electrical industry, i-Fangda group kanye ne-Liaoning dantan bonke bangabaza ukuthi izindinganiso ezithathwe yi-European Commission zihlanekezelwe.
Kodwa-ke, iningi lezikhalazo zenqatshwa yi-European Commission ngezizathu zokuthi amabhizinisi aseShayina awazange abeke phambili izilinganiso noma izindinganiso ezingcono noma ezingahlanekezelwe.
I-China ingumthengisi omkhulu wama-graphite electrode. Abakwa-Everbright Securities baveze ukuthi eminyakeni yamuva nje, uphenyo olumelene nokulahlwa phesheya kwezilwandle mayelana nokuthunyelwa kwamanye amazwe kwama-graphite electrode belulokhu luqhubekayo, okubangelwa intengo ephansi kanye nokukhuphuka kancane kwezinga lama-electrode asekhaya e-graphite, futhi umthamo wokuthekelisa unyukile unyaka. ngonyaka.
Kusukela ngo-1998, i-India, iBrazil, iMexico kanye ne-United States baye benza uphenyo oluphikisana nokulahlwa ngokulandelana futhi babeka imisebenzi yokulwa nokulahla kuma-electrode e-graphite aseShayina.
Umbiko we-Everbright Securities ukhombisa ukuthi izindawo zaseShayina ezihamba phambili zokuthumela ngaphandle kwama-graphite electrode zihlanganisa iRussia, Malaysia, Turkey, Italy njalonjalo.
Kusukela ngo-2017 kuya ku-2018, amandla okukhiqiza ama-electrode aphesheya ahoxa kancane kancane. Izinkampani ezifana ne-graftech e-United States kanye ne-Sigri SGL eJalimane ziqhubekile nokunciphisa umthamo wokukhiqiza, futhi zavala izimboni ezintathu zakwamanye amazwe ngokulandelana kwazo, zehlisa umthamo wokukhiqiza ngamathani angaba ngu-200000. Igebe lokuhlinzekwa kwezidingo phesheya kwezilwandle liye laqina, okuholele ekutheni kutholakale isidingo sokuthekelisa ngaphandle kwe-graphite electrode yaseChina.
I-Everbright Securities ibikezela ukuthi umthamo wokuthekelisa we-graphite electrode waseChina kulindeleke ukuthi ufinyelele kumathani angama-498500 ngo-2025, okuwukunyuka ngo-17% ngo-2021.
Ngokwemininingwane ye-Baichuan Yingfu, umthamo wokukhiqiza i-graphite electrode yasekhaya ngo-2021 wawungamathani ayizigidi eziyi-1.759. Umthamo wokuthunyelwa kwempahla kwamanye amazwe wawungamathani angu-426200, nokukhuphuka okuphawulekayo konyaka nonyaka ngama-27%, okuyizinga eliphezulu kakhulu esikhathini esifanayo eminyakeni emihlanu yakamuva.
Isidingo esezansi nomfula se-graphite electrode sigxile kakhulu ezimbonini ezine: ukwenza insimbi yesithando se-arc kagesi, isithando somlilo se-arc esincibilika emanzini esincibilikisa i-phosphorus ephuzi, i-abrasive ne-silicon yezimboni, phakathi kwazo isidingo sokwenza insimbi yesithando se-arc sikagesi inkulu kakhulu.
Ngokwezibalo zedatha ye-Baichuan, isidingo sama-electrode e-graphite embonini yensimbi neyensimbi sizobalelwa cishe ingxenye yesidingo esiphelele ngo-2020. Uma kucatshangelwa isidingo sasekhaya kuphela, i-electrode ye-graphite esetshenziswa ku-electric arc arc steelmaking akhawunti cishe U-80% wesamba esisetshenzisiwe.
I-Everbright Securities iveze ukuthi i-graphite electrode ingeyemboni yokusebenzisa amandla aphezulu kanye nokukhishwa kwekhabhoni ephezulu. Ngokuguqulwa kwezinqubomgomo kusukela ekulawuleni ukusetshenziswa kwamandla kuya ekulawuleni ukukhishwa kwekhabhoni, iphethini yokuhlinzeka kanye nesidingo se-graphite electrode izothuthukiswa kakhulu. Uma kuqhathaniswa nezitshalo zensimbi zenqubo ende, inqubo emfushane yensimbi ye-EAF inezinzuzo ezisobala zokulawula ikhabhoni, futhi isidingo semboni ye-graphite electrode kulindeleke ukuthi sikhule ngokushesha.