IKhomishini yaseYurophu ikholelwa ukuthi ukwanda kokuthunyelwa kwezimpahla eShayina eYurophu kulimaze izimboni ezifanele eYurophu. Ngo-2020, isidingo sekhabhoni saseYurophu sehle ngenxa yokwehla kwamandla okukhiqiza insimbi kanye nobhubhane, kodwa inani lezimpahla ezingeniswe eShayina landa ngo-12% unyaka nonyaka, futhi isabelo semakethe safinyelela ku-33.8%, ukwanda kwamaphesenti angu-11.3; Isabelo semakethe samabhizinisi ezinyunyana zaseYurophu sehle sisuka ku-61.1% ngo-2017 saya ku-55.2% ngo-2020.
Uphenyo lwecala luhilele izindinganiso eziningi zokubhekisela ezifana nokufana komkhiqizo, umthombo kanye nezindleko ze-petroleum coke, izindleko zokuhamba, ugesi kanye nendlela yokubala. Izihloko zaseShayina ezifana ne-China Chamber of Commerce for mechanical and electoral industry, i-Fangda group kanye ne-Liaoning dantan ziphakamise ukungabaza futhi zikholelwa ukuthi izindinganiso ezamukelwe yi-European Commission zaziphambene.
Uphenyo lwecala luhilela izilinganiso eziningi zokubhekisela ezifana nokufana komkhiqizo. Izihloko zaseShayina ezifana neShayina Chamber of Commerce for mechanical and electrical industry, iFangda group kanye neLiaoning dantan bonke babuze ukuthi izindinganiso ezamukelwe yi-European Commission zahlanekezelwa.
Kodwa-ke, iningi lezikhalazo zenqatshwe yiKhomishini yaseYurophu ngesizathu sokuthi amabhizinisi aseShayina awazange aveze izilinganiso noma amazinga angcono noma angahlanekezelwanga.
I-China iyinkampani enkulu yokuthumela kwamanye amazwe ama-electrode e-graphite. I-Everbright Securities iveze ukuthi eminyakeni yamuva nje, uphenyo lwangaphandle lokulwa nokulahla izimpahla kwamanye amazwe mayelana nokuthunyelwa kwamanye amazwe kwama-electrode e-graphite ase-China luye lwaqhubeka, okubangelwa yintengo ephansi kanye nokwenyuka kancane kancane kwekhwalithi yama-electrode e-graphite asekhaya, futhi inani lokuthunyelwa kwamanye amazwe liye landa unyaka nonyaka.
Kusukela ngo-1998, i-India, iBrazil, iMexico kanye ne-United States ziye zenza uphenyo oluphikisana nokulahla imfucuza futhi zabeka imithwalo yemfanelo yokulwa nokulahla imfucuza kuma-electrode e-graphite aseShayina.
Umbiko we-Everbright Securities ukhombisa ukuthi izindawo eziyinhloko zokuthumela ngaphandle kwe-graphite electrodes eShayina zifaka phakathi iRussia, iMalaysia, iTurkey, i-Italy njalo njalo.
Kusukela ngo-2017 kuya ku-2018, amandla okukhiqiza i-graphite electrode yaphesheya kwezilwandle ancipha kancane kancane. Izinkampani ezifana ne-grafttech e-United States kanye ne-Sigri SGL eJalimane zaqhubeka nokunciphisa amandla okukhiqiza, futhi zavala izimboni ezintathu zakwamanye amazwe ngokulandelana, zanciphisa amandla okukhiqiza ngamathani angaba ngu-200 000. Igebe lokuhlinzekwa kanye nesidingo saphesheya kwezilwandle landa, okwenza kwaba nokubuyiselwa kwesidingo sokuthumela i-graphite electrode eShayina kwamanye amazwe.
I-Everbright Securities ibikezela ukuthi umthamo wokuthunyelwa kwamanye amazwe we-graphite electrode yaseShayina kulindeleke ukuthi ufinyelele amathani angu-498500 ngo-2025, okuwukwenyuka ngo-17% ngaphezu kuka-2021.
Ngokusho kwedatha yeBaichuan Yingfu, amandla okukhiqiza i-graphite electrode yasekhaya ngo-2021 ayengamathani ayizigidi ezingu-1.759. Umthamo wokuthumela kwamanye amazwe wawungamathani angu-426200, kanye nokwenyuka okukhulu konyaka nonyaka okungu-27%, okuyizinga eliphakeme kakhulu esikhathini esifanayo eminyakeni emihlanu edlule.
Isidingo esingezansi se-graphite electrode sigxile kakhulu ezimbonini ezine: ukwenza insimbi yesithando sikagesi, i-phosphorus ephuzi encibilikisa isithando sikagesi, i-silicon ebhula kanye ne-silicon yezimboni, phakathi kwazo isidingo sokwenza insimbi yesithando sikagesi esikhulu kunazo zonke.
Ngokwezibalo zedatha ye-Baichuan, isidingo sama-electrode e-graphite embonini yensimbi nensimbi sizobalelwa cishe ingxenye yesidingo esiphelele ngo-2020. Uma kucatshangelwa isidingo sasekhaya kuphela, i-electrode ye-graphite esetshenziswa ekwenzeni insimbi yesithando sikagesi i-arc ibiza cishe u-80% wesamba sokusetshenziswa.
I-Everbright Securities iveze ukuthi i-graphite electrode ingeyomkhakha wokusetshenziswa kwamandla aphezulu kanye nokukhishwa kwekhabhoni okuphezulu. Ngokuguqulwa kwezinqubomgomo kusukela ekulawuleni ukusetshenziswa kwamandla kuya ekulawuleni ukukhishwa kwekhabhoni, iphethini yokuhlinzekwa kanye nesidingo se-graphite electrode izothuthukiswa kakhulu. Uma kuqhathaniswa nezitshalo zensimbi zenqubo ende, insimbi yenqubo emfushane ye-EAF inezinzuzo ezisobala zokulawula ikhabhoni, futhi isidingo semboni ye-graphite electrode kulindeleke ukuthi sande ngokushesha.
Isikhathi sokuthunyelwe: Ephreli-12-2022