Uma kubhekwa ukwanda kwesidingo, imakethe ye-needle coke iyonke izoqhubeka nokukhula ngo-2021, futhi ivolumu kanye nentengo ye-needle coke kuzosebenza kahle. Uma sibheka intengo yemakethe ye-needle coke ngo-2021, kube nokwenyuka okuthile uma kuqhathaniswa no-2020. Intengo emaphakathi yamalahle asekhaya asekelwe emalahleni ingu-8600 yuan/ton, intengo emaphakathi yamalahle asekelwe emalahleni ingu-9500 yuan/ton, kanti intengo emaphakathi yamalahle asekelwe emalahleni angeniswayo ingu-US$1,275/ton. Intengo emaphakathi ingu-US$1,400/ton.
Ukwehla kwamandla emali emhlabeni wonke okubangelwe yilolu bhubhane kuholele ekukhuphukeni okukhulu kwamanani ezimpahla, kanti ukukhiqizwa kwensimbi kanye namanani eShayina kufinyelele ezingeni eliphezulu kakhulu. Engxenyeni yokuqala yalo nyaka, umkhiqizo wensimbi yesithando sikagesi saseShayina ufinyelele kumathani ayizigidi ezingu-62.78, ukwanda konyaka nonyaka okungu-32.84%. Umkhiqizo wonyaka kulindeleke ukuthi ufinyelele uphawu lwezigidi ezingu-120. Ngaphansi kwethonya lalokhu, imakethe ye-graphite electrode yaseShayina ibonise ukuthambekela kokululama okusheshayo engxenyeni yokuqala ka-2021, ngentengo emaphakathi ekhuphuka cishe ngo-40% kusukela ekuqaleni konyaka. Ukwanda kwesidingo semakethe okubangelwe ukuzinza kwezifo eziwumshayabhuqe zaphesheya kwezilwandle, kanye nenani eliphakeme lekhabhoni ngo-2021 Ngaphansi komgomo, insimbi, njengemboni esebenzisa amandla amaningi, ibhekene nengcindezi enkulu yokuguqulwa. Ngokombono wamanje, insimbi yesithando sikagesi eYurophu, e-United States, e-India nakwamanye amazwe ifinyelela cishe ku-60%, kanti amanye amazwe ase-Asia afinyelela ku-20-30%. EShayina, i-10.4% kuphela, okuyiphansi kakhulu. Kungabonakala ukuthi ukwenziwa kwensimbi yesithando sikagesi saseShayina kunendawo enkulu yokukhula esikhathini esizayo, futhi lokhu kuzohlinzeka ngokusekelwa okuqinile kwesidingo sama-electrode e-graphite amakhulu kakhulu. Ukukhishwa kwe-electrode ye-graphite yaseShayina kulindeleke ngo-2021. Kuzodlula amathani ayizigidi ezingu-1.1, kanti isidingo se-needle coke sizobalelwa ku-52%.
Ngenxa yokwanda okusheshayo kwesabelo semakethe yomhlaba wonke sezimoto ezintsha zamandla, isidingo sasekhaya nesakwamanye amazwe siye sanda. Ngo-2021, inani lemakethe kanye nentengo yezinto ze-anode zebhethri le-lithium kuzokhuphuka ngesivinini esikhulu sokukhula. Ngisho nokuhlanganiswa kokulawulwa okubili kokusetshenziswa kwamandla kanye nokuvikelwa kwemvelo e-Inner Mongolia, futhi kuphela u-70% wamandla okukhiqiza endaweni eyinhloko yokukhiqiza ye-anode graphitization ekhishwe, umkhiqizo wezinto ze-anode zasekhaya usakhuphukile ngo-143% unyaka nonyaka engxenyeni yokuqala yalo nyaka. Kulinganiselwa ukuthi umkhiqizo waminyaka yonke we-anode ngo-2021 uzofinyelela cishe amathani angu-750,000, kanti isidingo se-needle coke sizobalelwa ku-48%. Isidingo se-needle coke sezinto ze-electrode ezingezinhle siyaqhubeka nokukhombisa ukuthambekela okukhulu kokukhula.
Njengoba isidingo sikhula, amandla okuklama e-needle coke emakethe yaseShayina nawo makhulu kakhulu. Ngokwezibalo ze-Xin Li Information, amandla okukhiqiza e-needle coke eShayina azofinyelela amathani ayizigidi ezingu-2.18 ngo-2021, okuhlanganisa amathani ayizigidi ezingu-1.29 omthamo wokukhiqiza osekelwe ku-oyela kanye namandla okukhiqiza asekelwe kumalahle angu-890,000. I-Ton. Ukwanda okusheshayo kokunikezwa kwe-needle coke eShayina kuzoyithinta kanjani imakethe ye-needle coke engenisiwe yaseShayina kanye nephethini yamanje yokuhlinzekwa kwe-needle coke yomhlaba wonke? Iyini intengo ye-needle coke ngo-2022?
Isikhathi sokuthunyelwe: Novemba-17-2021