Okokuqala, izindleko
Izici ezinhle: intengo ye-coke yenaliti engenisiwe e-China ikhushulwe nge- $ 100 / ton, futhi intengo izosetshenziswa kusukela ngoJulayi, okungase kuqhubekisele phambili intengo ye-coke yenaliti yekhwalithi ephezulu e-China ukuthi ikhuphuke kanye nayo. Izindleko zokukhiqiza ze-ultra-high power graphite electrode zisakhuphuka ngezinga eliphezulu.
Izici ezimbi: intengo yemakethe kawoyela wesulfure ephansi ikhuphuka ngokushesha kakhulu, imakethe ye-coke kawoyela wesulfure ephansi yakamuva ibuthaka, intengo kancane kancane ibuyela kokunengqondo. Izindleko eziphansi zokushiswa kwesibabule esibaliwe ziba buthaka, kuhlanganiswe nokulethwa kwesihlungi esibalwe yisibabule esiphansi akusheleli, intengo nayo iyehla, okuholela emuzweni osobala wokulinda nokubona emakethe ye-electrode yegraphite.
Ngokuvamile: nakuba intengo ye-coke ye-sulphur petroleum ephansi iwile, kodwa ngokusho kwesikhathi esifanayo ngonyaka odlule kusekhona ukwanda kwe-68.12%; Intengo ye-coke yenaliti yasekhaya ye-graphite electrode impahla eluhlaza iphezulu, futhi intengo ye-coke yenaliti engenisiwe ikhuphukile. Njengamanje, intengo ye-coke yenaliti yasekhaya ye-graphite electrode imayelana ne-9000-10000 yuan/ton. Intengo ye-coke yenaliti engenisiwe cishe i-USD1600-1800 / ton, futhi intengo ye-pitch yamalahle ishintshashintsha ebangeni eliphakeme nelincane. Ireferensi yefekthri yetiyela eguquliwe esetshenziselwa imikhiqizo yegraphite ingu-5650 yuan/ton, futhi izindleko eziphelele zemakethe ye-graphite electrode zisaphezulu.
Isithombe
Okwesibili, uhlangothi lokunikezela
Ukunikezwa kwemakethe kwakamuva kwe-graphite electrode kusenokusekelwa okuhle, ukuhlaziya okuqondile kungokulandelayo:
1. Imakethe ye-electrode ye-graphite iyonke i-inventory isagcinwe ezingeni eliphansi nelinengqondo, amabhizinisi e-graphite electrode athi amabhizinisi awanakho ukuqoqwa kwempahla okweqile, imakethe ye-graphite electrode iyonke ngokuyisisekelo ayikho i-inventory futhi ayikho ingcindezi.
2. Kuyaqondwa ukuthi okwamanje, amanye amabhizinisi e-graphite electrode athi ezinye izicaciso ze-graphite electrode azikho esitokisini (ikakhulukazi kumandla we-ultra-high 450mm), okubonisa ukuthi ukunikezwa kwamandla aphezulu aphezulu amancane naphakathi ukucaciswa kusebuthakathaka futhi kuqinile.
3. NgoJuni, ngokusho kwengxenye yempendulo yamabhizinisi amakhulu e-graphite electrode yaseChina ukunikezwa kwezinsiza zenaliti yekhwalithi ephezulu kuqinile, futhi ngenxa yokuthi amabhizinisi enaliti yaseBrithani Meyi 2 - ukugcinwa, ukungenisa inaliti ye-coke cishe ngoJulayi no-Agasti ukuya ethekwini, kubangele ukushoda kwenaliti ye-coke ukuhlinzeka ngemikhiqizo eminingi yamaShayina, ngenxa yalokho, ingxenye ye-mainstream ikhiqiza ukukhiqizwa kwamandla amakhulu, ukukhiqizwa kwamandla kagesi aphezulu, I-ultra-high specication graphite electrode emakethe ibhalansi eqinile.
4. Ethintwe ukukhuphuka kwentengo ye-coke yenaliti yenaliti yaseChina engenisiwe, amanye amabhizinisi e-graphite electrode ayanqikaza ukuthengisa, futhi ukunikezwa okuphelele kwemakethe ye-graphite electrode kubuthakathaka futhi kuqinile.
Okwesithathu, isidingo esingezansi
positive
1. Muva nje, ukuqaliswa kwezigayo zensimbi yesithando somlilo kagesi ezansi nomfula we-graphite electrode kuzinzile. Isilinganiso sokusebenza kwezigayo zensimbi yesithando somlilo kagesi besilokhu sigcinwa cishe ku-70%, futhi ukuqina kwe-graphite electrode kudinga ukuzinza.
2. Muva nje, imakethe yokuthekelisa ye-graphite electrode izinzile. Ngokwezibalo zedatha yentela, ngoMeyi 2021, umthamo wokuthekelisa we-graphite electrode yaseChina wawungamathani angama-34,600, nokunyuka kwenyanga nenyanga ngo-5.36% kanye nokukhula konyaka ngonyaka ngama-30.53%. Kusukela ngoJanuwari kuya kuMeyi 2021, ukuthunyelwa kwe-graphite electrode eChina kwafinyelela amathani ayi-178,500, okuwukunyuka kwama-25.07% esikhathini esifanayo ngonyaka odlule. Futhi kuyaqondakala ukuthi amanye amabhizinisi e-graphite electrode nawo azwakalise ukuthekelisa okuhle futhi imakethe yokuthekelisa izinzile.
3. Yakamuva Silicon metal emakethe isithando somlilo ivolumu kancane kancane anda, kusukela ngo-June 17, inani Silicon isithando somlilo uma kuqhathaniswa ekupheleni May lenyuke ngo-10, Baichuan izibalo zomlilo inombolo 652, inani somlilo 246. Isidingo esivamile amandla graphite electrode uzinzile, medium and amancane ukwanda.
negative
1. Insimbi yesithando somlilo kagesi, ngenxa yesizini yakamuva embonini, ukumelana nokuthengiswa kwezingodo, kuhlanganiswe nezintengo zamapulangwe zakamuva kuyaqhubeka nokuba buthaka, futhi ukwehla kwentengo yamapulangwe kukhulu kunokwehla kwezintengo zensimbi yensimbi, inzuzo kagesi yesithando somlilo ngaphansi kokucindezelwa, kuhlanganiswe nezintengo zamuva eziphansi ze-sulfur petroleum coke, izigayo ze-steelseeed igrafu yokulinda kukhona ukuziphatha kwe-graphite electrode.
2. Intengo yomkhumbi yokuthekelisa i-electrode ye-graphite isephezulu, ngokwezinga elithile, ivimbela ukuthunyelwa kwe-graphite electrode.
Isibikezelo se-Aftermarket: nakuba imakethe yakamuva ye-graphite electrode inesimo esithile sokulinda nokubona, kodwa izindleko zokukhiqiza zemakethe ye-graphite electrode zisaphezulu, indawo ephezulu yohlangothi lokuhlinzekwa kwe-graphite electrode isebuthakathaka futhi iqinile, amabhizinisi amahle ajwayelekile e-graphite electrode ahlinzeka ngokuqinile, kulindeleke ukuthi azinzise ukusebenza kwentengo yemakethe ye-graphite electrode. Ngaphezu kwalokho, intengo ekhuphukayo ye-coke yenaliti engenisiwe isekela izindleko ze-graphite electrode. Ngaphansi kwethonya lengqondo yamabhizinisi ajwayelekile e-graphite electrode, kusekhona umuzwa we-bullish kumandla aphezulu kanye ne-electrode enkulu yegraphite.
Isikhathi sokuthumela: Jun-25-2021