Okokuqala, ukuhlaziywa kwenkambiso yentengo
Ngekota yokuqala ka-2021, inkambiso yentengo ye-graphite electrode yaseChina iqinile, ikakhulukazi izuza enanini eliphezulu lempahla eluhlaza, ikhuthaza ukukhuphuka okuqhubekayo kwentengo ye-graphite electrode, ingcindezi yokukhiqizwa kwebhizinisi, ukuzimisela kwentengo yemakethe kunamandla, kanye nokuhlinzekwa kwezimpahla ezincane nezincane. izinsiza zokucaciswa ezinosayizi omaphakathi ziqinile, okuzuzisa ukukhuphuka kukonke kwentengo ye-graphite electrode.
Imakethe yaseChina ye-graphite electrode engxenyeni yesibili ngemva kokuzinza okukhuphuka ngokushesha.Ukunyuka okusheshayo kubonakala ikakhulukazi ngo-April, izigayo zensimbi zaqala umjikelezo omusha wokubhida, izigayo zensimbi ezingaphansi komfula ezinenzuzo ephezulu kanye nesiqalo esiphezulu, isidingo esihle se-graphite electrode. .Ngakolunye uhlangothi, i-Inner Mongolia isebenzisa amandla amabili, ukunikezwa kwegraphite kuqinile, futhi ukunikezwa kwama-electrode e-graphite kuyancipha, okwandisa amandla entengo yama-electrode e-graphite.Nokho, kusukela ngoMeyi kuya kuJuni, i-petroleum coke eluhlaza. izintengo zimbi, kuhlanganiswe nokucindezelwa komfula, amanani e-graphite electrode akhuphuka ebuthakathaka.
Ngekota yesithathu, intengo ye-graphite electrode eShayina ibizinzile futhi ibuthakathaka, futhi isidingo esivamile sangaphandle kwesizini, kuhambisana nohlangothi oluqinile lokuhlinzeka, ukungafani phakathi kokunikezwa nokufunwa kwaholela ekwehleni kwamanani e-graphite electrode. izinto zokusetshenziswa, intengo iyaqhubeka nokukhuphuka, futhi ngaphansi kwengcindezi yezindleko, intengo ye-graphite electrode inamandla.Kodwa-ke, amanye amabhizinisi e-graphite electrode asula ngokushesha izindawo zokugcina futhi abuyisele izimali, okuholela ekwehleni kwamanani e-graphite electrode ekuqaleni nasekupheleni kwekota yesithathu.
Engxenyeni yesine, ngenxa yethonya lokukhiqizwa kwasekhaya kanye nokuvinjelwa kukagesi, amanani entengo yasekhaya aqhubeka ekhuphuka, ne-coke kawoyela wesulfure ephansi, i-asphalt yakhuphuka kakhulu, intengo kagesi ephezulu, i-Inner Mongolia nezinye izindawo zokuhlinzekwa kwe-graphite ziqinile futhi intengo ephezulu, izindleko zikhuthaze intengo yama-electrode e-graphite e-China.Nokho, nakuba umkhawulo wokukhiqiza namandla kuthinte amabhizinisi e-graphite electrode, kodwa insimbi yesithando somlilo esingaphansi kukagesi yaqala inzuzo ephansi, ephansi, kodwa futhi yabangela ukwehla kwesidingo semakethe, ukuhlinzeka nokufunwa akunamandla, ukuguqulwa kwentengo kuphakeme.Asikho isidingo, ukushayela kwezindleko kuphela, futhi ukukhuphuka kwentengo akunakho ukusekelwa okuzinzile, ngakho-ke ukuhlehliswa kwentengo yesikhathi esifushane sekuyinto evamile ngezikhathi ezithile.
Ngokuvamile, ukushaqeka okuphelele kwemakethe ye-graphite electrode yaseChina ngo-2021 kunamandla.Ngakolunye uhlangothi, izintengo zezinto eziluhlaza zizokhuthaza ukukhuphuka nokuwa kwezindleko ze-graphite electrode, futhi ngakolunye uhlangothi, ukuqala kanye nenzuzo yezigayo zensimbi yesithando somlilo kuholele ngokuphumelelayo ekukhuphukeni nasekuweni kwentengo ye-graphite electrode. Ukuwa kwemakethe ye-graphite electrode ngo-2021 kwabeka eceleni umthelela wokuphakelwa, okufaka izindleko zempahla eluhlaza kanye nesidingo esiphansi somfula, kuchaza ukushintshashintsha kwentengo yama-graphite electrode unyaka wonke.
II.Ukuhlaziywa kwezindleko nenzuzo
Kusukela ku-ultra high power graphite electrode analysis cost, e-Jiangsu ultra high power graphite electrode 500, isibonelo, ikota yesibili Meyi inzuzo ifinyelele 5229 yuan / ton, wesithathu September ephansi-1008 yuan / ton, ngokombono 2021 emakethe, ngaphezulu. kunamandla we-graphite electrode inzuzo isikhathi esiningi sigcina intuthuko enhle, uma kuqhathaniswa no-2018-2020, imboni ye-graphite electrode yaseChina ngokuyisisekelo ingene esigabeni sokuthuthukiswa okuhle.
Ngokwemiphumela yezezimali ye-Fangda Carbon kumakota amathathu okuqala ka-2021, izinga lokukhula kwenzuzo lalingu-71.91% ngekota yokuqala, 205.38% ngekota yesibili, kanye nama-83.85% kwikota yesithathu.Ikota yesibili ka-2021 nayo iyinkathi yokukhula kwenzuzo ngokushesha.
Okwesithathu, ukuhlaziywa kwesidingo
(1) Izici zakwamanye amazwe
Ngo-2021, inani lokuthunyelwa kwe-graphite electrode yaseChina kulindeleke ukuthi lifinyelele kumathani angu-400,000, likhuphuke ngo-19.55% unyaka nonyaka, lidlule izinga lika-2020. Kusukela ngoJanuwari kuya kuNovemba idatha yokuthunyelwa kwamanye amazwe, ukuthunyelwa kwamanye amazwe kufinyelele amathani angu-391,200. Ngo-2021, kuthinteka kakhulu ukuthengiswa kwempahla. izici zobhubhane lwasekhaya, futhi wonke umsebenzi wenziwa ngokuhlelekile, okwandisa inani lokuthunyelwa kwamanye amazwe.
Ngo-2021 umkhuba jikelele wokuthunyelwa kwe-graphite electrode waseChina unamandla, kusukela ekuqubukeni kwemakethe yezomnotho yomhlaba, uma kuqhathaniswa nemakethe ka-2021 no-2019, kubonise umehluko oqinile, ukuthunyelwa kwe-graphite electrode yaseChina ka-2019 kugxile kakhulu phakathi kuka-March-September, March-July graphite electrode. okwandayo, ukuthunyelwa kwempahla kwamanye amazwe ngoMashi-Septhemba kuthatha u-66.84% wezimpahla zonyaka ezithunyelwa ngaphandle, futhi ngo-2021, ukuthunyelwa kwamanye amazwe kuzinzile futhi kubuthakathaka, ngoMashi noNovemba ngaphezu kokukhula okusheshayo, ukuthunyelwa okuphelele kwekota ngayinye cishe kuyalingana.
(2) Isidingo sasekhaya
Izikhungo ezifanele ezikhishwe: ngo-2021, umkhiqizo wensimbi ongahluziwe waseChina wawungamathani ayizigidi eziyizinkulungwane ezingu-1.040, wehle ngo-2.3% unyaka nonyaka, isidingo se-graphite electrode saseChina sasingamathani angu-607,400, kanti ngo-2021, ukukhishwa kwe-graphite electrode yaseChina kulindeleke ukuthi kudlule amathani ayizigidi ezingu-1.2.
Kusukela esidingweni samanje sasekhaya nakwamanye amazwe, ama-electrode e-graphite aseShayina asesimweni sokugcwala ngokweqile.Kuphinde kwabangela ngokungaqondile intengo yamanje ye-graphite electrode yasekhaya kunzima ukubuyela enkathini yenzuzo ephezulu.
Ukubukeka kwemakethe ye-graphite electrode yasekhaya ngo-2022
Ukukhiqizwa: phakathi noJanuwari-February, amabhizinisi ajwayelekile e-graphite electrode agcina isimo sokukhiqiza esijwayelekile, kodwa njengoba ubusika bokulawulwa kokuvikelwa kwemvelo kusondela, ngoJanuwari, Inner Mongolia, Shanxi, Hebei, Henan, Shandong, Liaoning nezinye izindawo zizobhekana nokugcinwa kokukhiqizwa, imakethe iqala phansi futhi igcine iphansi, ngemva kuka-March graphite electrode imakethe iyonke indawo ukunikezwa kwensiza kuqinile.
I-Inventory, engxenyeni yesine ka-2021, isidingo semakethe sisekude nokulindela, isidingo semakethe yangaphandle ngokuqubuka futhi, indawo yokugcina impahla yoNyaka Omusha ayinamandla, ukuqoqwa kwe-graphite electrode enterprise enterprise, nakuba amanye amabhizinisi asheshisa ukuthengiswa kokunciphisa imali, kodwa isidingo esiphansi. ukululama akulula, futhi kusheshiswe ukuncintisana okunonya kwemakethe, i-inventory ayiphezulu, kodwa umcabango usobala kakhulu.
Ngokwesidingo, indawo yemakethe ye-graphite electrode yemakethe ibonakala ikakhulukazi emakethe yensimbi, emakethe yokuthekelisa kanye nemakethe yensimbi ne-silicon. Imakethe yensimbi nensimbi: kusukela ngoJanuwari kuya kuFebruwari, imakethe yensimbi yaqala phansi, i-electrode yensimbi evamile i-stock stock yokuqala, imboni yensimbi yesithando somlilo kagesi yaqala noma ngokujwayelekile, esikhathini esifushane, ukuzimisela okuphelele kokuthengwa kwezigayo zensimbi akunamandla, esikhathini esifushane, isidingo esiphansi somfula sinomthelela omncane emakethe ye-graphite electrode.Imakethe ye-Silicon : Imboni ye-silicon ayizange idlule isikhathi esomile.Esikhathini esifushane, imboni ye-silicon yensimbi iyaqhubeka nokuqala ibuthakathaka ngaphambi konyaka, futhi isidingo sama-electrode e-graphite siyaqhubeka nokuba umkhuba ozinzile futhi obuthakathaka ngaphambi konyaka.
Mayelana nokuthunyelwa kwempahla kwamanye amazwe, ukuthuthwa kwemikhumbi kuhlala kuphezulu, futhi ukuqonda kochwepheshe kulindeleke ukuthi amanani ezimpahla azoqhubeka nokuba phezulu isikhathi esithile, okungase kube lula ngo-2022.Ngaphezu kwalokho, ukuminyana kwemikhumbi yomhlaba wonke bekukhona cishe ngo-2021. E-Europe kanye I-East Asia, isibonelo, ukulibaziseka okumaphakathi kwezinsuku eziyi-18, ngo-20% ngaphezulu kunangaphambili, okuholele ezindlekweni zokuthutha eziphezulu.I-EU yenze uphenyo olumelene nokulahlwa kwama-electrode e-graphite aseShayina.
Isikhathi sokuthumela: Jan-10-2022