Okokuqala, izindleko
Izici ezinhle: intengo ye-coke yenaliti engenisiwe e-China ikhushulwe nge-$ 100 / ton, futhi intengo izosetshenziswa kusukela ngoJulayi, okungase kuqhubekisele intengo yekhwalithi 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 yecoke kawoyela wesulfure ephansi yakamuva ibuthaka, intengo kancane kancane ibuyela kokunengqondo.Izindleko eziphansi zokushiswa kwesibabule esibaliwe ziba buthaka, okuhambisana nesibabule esiphansi esibalwe ngokushisa ukulethwa kokulethwa akusheleli, intengo nayo iyehla, okuholela emuzweni osobala wokulinda nokubona emakethe ye-graphite electrode.
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 kwe-inventory okweqile, imakethe ye-graphite electrode iyonke ngokuyisisekelo akukho mpahla futhi akukho ngcindezi.
2. Kuyaqondakala ukuthi okwamanje, amanye amabhizinisi e-graphite electrode athi ezinye izicaciso ze-graphite electrode azikho esitokisini (ikakhulukazi amandla aphakeme kakhulu angu-450mm), okubonisa ukuthi ukuhlinzekwa kwamandla aphezulu aphezulu amancane naphakathi. isebuthakathaka futhi iqinile.
3. NgoJuni, ngokusho kwengxenye yempendulo yamabhizinisi amakhulu e-graphite electrode yaseShayina izinga eliphezulu lezinsiza zenaliti ye-coke iqinile, futhi ngenxa yokuthi amabhizinisi enaliti yaseBrithani i-coke amabhizinisi Meyi 2 - ukugcinwa, ukungenisa inaliti ye-coke cishe ngoJulayi no-August. , kubangele ukushoda kwe-coke yenaliti yokuhlinzeka ngempahla ethe xaxa yamaShayina, ngenxa yalokho, ingxenye yamabhizinisi avamile we-ultra high power graphite electrode ukukhiqiza usayizi omkhulu, Njengamanje, ukuhlinzekwa kwe-ultra-high specication graphite electrode emakethe kuqinile. ibhalansi.
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 sigcinwe 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 uma kuqhathaniswa.
3. Ivolumu yakamuva yesithando somlilo emakethe yensimbi ye-silicon yanda kancane kancane, kusukela ngo-June 17, inani lesithando somlilo se-silicon uma liqhathaniswa nokuphela kukaMeyi lenyuka ngo-10, inombolo yesithando somlilo saseBaichuan 652, inani lesithando somlilo 246. Isidingo samandla avamile wegraphite electrode uzinzile, medium and encane 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 yensimbi yesithando sikagesi ngaphansi kokucindezelwa. , kuhlanganiswe namanani akamuva aphansi e-sulphur petroleum coke, izigayo zensimbi zenani lentengo ye-graphite electrode yokulinda nokubona isimo sengqondo, kunesidingo sokuthola ukuziphatha kwe-electrode ye-graphite.
2. Intengo yomkhumbi yokuthekelisa ye-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 zizonke zokukhiqiza zemakethe ye-graphite electrode zisaphezulu, ukuphakama kohlangothi lokunikezwa kukagesi we-graphite kusebuthakathaka futhi kuqinile, i-graphite evamile evamile. ama-electrode enterprises 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 lokucabanga kwamabhizinisi ajwayelekile e-graphite electrode, kusekhona umuzwa we-bullish kumandla aphezulu kanye ne-electrode enkulu yegraphite.
Isikhathi sokuthumela: Jun-25-2021