Okokuqala, ukuhlaziywa kwethrendi yentengo
Kwikota yokuqala ka-2021, umkhuba wentengo ye-graphite electrode yaseShayina unamandla, ikakhulukazi uzuzwa yintengo ephezulu yezinto zokusetshenziswa, okukhuthaza ukukhuphuka okuqhubekayo kwentengo ye-graphite electrode, ingcindezi yokukhiqizwa kwebhizinisi, ukuzimisela kwentengo yemakethe kunamandla, kanye nokunikezwa kwezinsizakusebenza ezincane neziphakathi nendawo kuncane, okuzuzisa ukukhuphuka okuphelele kwentengo ye-graphite electrode.
Imakethe yama-electrode e-graphite yaseShayina kwikota yesibili ngemuva kokuzinza okusheshayo okukhuphukayo. Ukwenyuka okusheshayo kubonakala kakhulu ngo-Ephreli, izimayini zensimbi zaqala umjikelezo omusha wokubhida, izimayini zensimbi ezisebenzisa ugesi ezisezingeni eliphansi ezinenzuzo ephezulu kanye nokuqala okuphezulu, isidingo esihle sama-electrode e-graphite. Ngakolunye uhlangothi, i-Inner Mongolia inokusetshenziswa kwamandla okuphindwe kabili, ukuhlinzekwa kwe-graphite kuncane, futhi ukuhlinzekwa kwama-electrode e-graphite kuncishisiwe, okwandisa amandla entengo yama-electrode e-graphite. Kodwa-ke, kusukela ngoMeyi kuya kuJuni, amanani e-petroleum coke yezinto zokusetshenziswa aphansi aphansi, kuhlanganiswe nokucindezelwa okuphansi, amanani e-electrode e-graphite akhuphuka abuthakathaka.
Kwikota yesithathu, intengo ye-graphite electrode eShayina yayizinzile futhi ibuthakathaka, kanti isidingo sendabuko sesikhathi sokungasebenzi, kanye nohlangothi oluqinile lokuhlinzeka, ukungafani phakathi kokuhlinzekwa nesidingo kwaholela ekwehleni kwentengo ye-graphite electrode. Ngokuphathelene nezinto zokusetshenziswa, intengo iyaqhubeka nokukhuphuka, futhi ngaphansi kwengcindezi yezindleko, intengo ye-graphite electrode inamandla. Kodwa-ke, amanye amabhizinisi e-graphite electrode asula ngokushesha izindawo zokugcina impahla futhi abuyise imali, okuholele ekwehleni kwentengo ye-graphite electrode ekuqaleni nasekupheleni kwekota yesithathu.
Kwikota yesine, ngenxa yethonya lomkhiqizo wasekhaya kanye nokuvinjelwa kukagesi, amanani ezinto zokusetshenziswa zasekhaya aqhubeka nokukhuphuka, nge-coke ephansi kawoyela we-sulfur, i-asphalt ikhuphuke kakhulu, intengo kagesi ephezulu, i-Inner Mongolia nezinye izindawo zokuhlinzekwa kwe-graphite ziqinile futhi zibiza kakhulu, izindleko zikhuphule intengo yama-electrode e-graphite eShayina. Kodwa-ke, yize umkhawulo wokukhiqiza kanye namandla uthinte amabhizinisi e-electrode e-graphite, kodwa insimbi yesithando sikagesi esingezansi yaqala inzuzo ephansi, ephansi, kodwa futhi yabangela ukwehla kwesidingo semakethe, ukuhlinzekwa kanye nesidingo kubuthakathaka, ukuguqulwa kwentengo kuphakeme. Akukho sidingo, kuphela ukuqhutshwa kwezindleko, kanye nokwenyuka kwentengo akunawo ukwesekwa okuzinzile, ngakho-ke ukuhoxa kwentengo yesikhashana sekuye kwaba yinto evamile ngezikhathi ezithile.
Ngokuvamile, ukushaqeka okuphelele kwemakethe ye-graphite electrode yaseShayina ngo-2021 kunamandla. Ngakolunye uhlangothi, amanani ezinto zokusetshenziswa azokhuthaza ukukhuphuka nokwehla kwezindleko ze-graphite electrode, kanti ngakolunye uhlangothi, ukuqala nenzuzo yemishini yensimbi yomlilo kagesi kuholele ngempumelelo ekukhuphukeni nasekuweni kwentengo ye-graphite electrode. Ukukhuphuka nokwehla kwemakethe ye-graphite electrode ngo-2021 kwabeka eceleni umthelela wokuhlinzekwa, okubandakanya izindleko zezinto zokusetshenziswa kanye nesidingo esingezansi, kuchaza ukuguquguquka kwentengo yama-graphite electrode unyaka wonke.
II. Ukuhlaziywa kwezindleko nenzuzo
Kusukela ekuhlaziyweni kwezindleko ze-electrode ye-graphite enamandla aphezulu kakhulu, ku-electrode ye-graphite enamandla aphezulu kakhulu ye-Jiangsu 500, isibonelo, inzuzo yekota yesibili kaMeyi ifinyelele ku-5229 yuan / ithani, eyesithathu ngoSepthemba ephansi kakhulu - i-1008 yuan / ithani, ngokombono wemakethe ka-2021, inzuzo ye-electrode ye-graphite yamandla amaningi igcina intuthuko enhle, uma kuqhathaniswa no-2018-2020, imboni ye-electrode ye-graphite yaseShayina ngokuyisisekelo yangena esigabeni sokuthuthukiswa okungekuhle.
Ngokusho kwemiphumela yezezimali yeFangda Carbon kumakota amathathu okuqala ka-2021, izinga lokukhula kwenzuzo lalingu-71.91% kwikota yokuqala, u-205.38% kwikota yesibili, kanye no-83.85% kwikota yesithathu. Ikota yesibili ka-2021 nayo iyisikhathi sokukhula kwenzuzo okusheshayo.
Okwesithathu, ukuhlaziywa kwesidingo
(1) Izici zakwamanye amazwe
Ngo-2021, inani eliphelele lokuthunyelwa kwe-graphite electrode eShayina kulindeleke ukuthi lifinyelele amathani angu-400,000, likhuphuke ngo-19.55% unyaka nonyaka, lidlula izinga lika-2020. Kusukela ngoJanuwari kuya kuNovemba idatha yokuthunyelwa kwempahla kwamanye amazwe, ukuthunyelwa kwempahla kwamanye amazwe kufinyelele amathani angu-391,200. Ngo-2021, kuthinteka kakhulu yizici ezizinzile zobhubhane lwasekhaya, futhi wonke umsebenzi wenziwa ngokuhlelekile, okwandisa inani lokuthunyelwa kwempahla kwamanye amazwe.
Ngo-2021 ukuthunyelwa kwamanye amazwe kwe-graphite electrode yaseShayina kuthrendi iyonke inamandla, kusukela ekuqubukeni kwemakethe yezomnotho yomhlaba wonke, uma kuqhathaniswa nemakethe ka-2021 no-2019, kubonise umehluko omkhulu, ukuthunyelwa kwamanye amazwe kwe-graphite electrode yaseShayina ngo-2019 kugxile kakhulu phakathi kukaMashi-Septhemba, ukuthunyelwa kwamanye amazwe kwe-graphite electrode kuyanda, ukuthunyelwa kwamanye amazwe ngoMashi-Septhemba kuthatha u-66.84% wokuthunyelwa kwamanye amazwe minyaka yonke, kanti ngo-2021, ukuthunyelwa kwamanye amazwe kuzinzile futhi kubuthakathaka, uMashi noNovemba ngaphezu kokukhula okusheshayo, ukuthunyelwa kwamanye amazwe jikelele ikota ngayinye cishe kufana.
(2) Isidingo sasekhaya
Izikhungo ezifanele zikhishwe: ngo-2021, umkhiqizo wensimbi engahluziwe waseShayina wawungamathani ayizigidigidi eziyi-1.040, wehle ngo-2.3% ngonyaka uma kuqhathaniswa nonyaka, isidingo se-graphite electrode saseShayina sasingamathani ayi-607,400, kanti ngo-2021, umkhiqizo we-graphite electrode waseShayina kulindeleke ukuthi udlule amathani ayizigidi eziyi-1.2.
Kusukela ekudingweni kwamanje kwasekhaya nakwamanye amazwe, ama-electrode e-graphite aseShayina asesimweni somthamo oweqile. Futhi ngokungaqondile kubangele ukuthi intengo yamanje ye-graphite electrode yasekhaya inzima ukubuyela enkathini yenzuzo ephezulu.
Umbono wemakethe ye-graphite electrode yasekhaya ngo-2022
Ukukhiqizwa: phakathi kukaJanuwari-Febhuwari, amabhizinisi amakhulu e-graphite electrode agcina isimo sokukhiqiza esijwayelekile, kodwa njengoba ukuphathwa kokuvikelwa kwemvelo okusemoyeni ebusika kusondela, ngoJanuwari, i-Inner Mongolia, iShanxi, iHebei, iHenan, iShandong, iLiaoning nezinye izindawo zizobhekana nokulungiswa kokukhiqiza, imakethe iqala phansi futhi ihlale iphansi, ngemuva kukaMashi imakethe ye-graphite electrode iyonke ihlinzeka ngemithombo yendawo encane.
Inventory, kwikota yesine ka-2021, isidingo semakethe asilindelekile, isidingo semakethe yangaphandle ngokuqubuka futhi, inqolobane yempahla yoNyaka Omusha ayinamandla, ukuqoqwa kwempahla yebhizinisi le-graphite electrode, yize amanye amabhizinisi ukusheshisa ukuthengiswa kokunciphisa imali, kodwa ukubuyiselwa kwesidingo okuphansi akusobala, futhi kwasheshisa ukuncintisana okunonya kwemakethe, inqolobane ayiphezulu, kodwa umcabango usobala kakhulu.
Ngokuphathelene nesidingo, indawo yesidingo semakethe ye-graphite electrode yaseShayina ibonakala kakhulu emakethe yensimbi, emakethe yokuthumela kwamanye amazwe kanye nemakethe yensimbi ne-silicon. Imakethe yensimbi nensimbi: kusukela ngoJanuwari kuya kuFebhuwari, imakethe yensimbi yaqala phansi, i-graphite electrode yesitshalo sensimbi esijwayelekile inesitoko sokuqala, isitshalo sensimbi esifuthayo sikagesi saqala noma sijwayelekile, esikhathini esifushane, ukuzimisela kokuthengwa kwemishini yensimbi akunamandla, esikhathini esifushane, isidingo esilula esingezansi asinawo umthelela omkhulu emakethe ye-graphite electrode. Imakethe ye-Silicon: Imboni ye-silicon ayikadluli isikhathi somile. Esikhathini esifushane, imboni ye-silicon yensimbi iyaqhubeka nokuqala ibuthakathaka ngaphambi konyaka, futhi isidingo sama-electrode e-graphite siyaqhubeka nokuba umkhuba ozinzile nobuthakathaka ngaphambi konyaka.
Ngokuphathelene nokuthunyelwa kwamanye amazwe, ukuthunyelwa kwemikhumbi kusalokhu kuphezulu, futhi ukuqonda kochwepheshe kulindeleke ukuthi amazinga okuthunyelwa kwempahla azoqhubeka nokuba phezulu isikhathi esithile, okungase kunciphe ngo-2022. Ngaphezu kwalokho, ukuminyana kwemikhumbi emhlabeni wonke kube cishe ngo-2021. EYurophu naseMpumalanga Asia, isibonelo, ukubambezeleka okumaphakathi kwezinsuku ezingu-18, okungu-20% ngaphezulu kunangaphambili, okuholele ezindleleni zokuthumela eziphezulu. I-EU yenze uphenyo olumelene nokulahla izimpahla ngama-electrode e-graphite aseShayina. EShayina
Isikhathi sokuthunyelwe: Jan-10-2022