Ngo-2022, ukusebenza okuphelele kwemakethe ye-graphite electrode kuzoba okuphakathi nendawo, ngokukhiqiza umthwalo ophansi kanye nomkhuba wokwehla kwesidingo esingezansi, kanti ukunikezwa kanye nesidingo esibuthakathaka kuzoba yinto eyinhloko.
Ngo-2022, intengo yama-electrode e-graphite izokhuphuka kuqala bese yehla. Intengo emaphakathi ye-HP500 ingu-22851 yuan/ton, intengo emaphakathi ye-RP500 ingu-20925 yuan/ton, intengo emaphakathi ye-UHP600 ingu-26295 yuan/ton, kanti intengo emaphakathi ye-UHP700 ingu-31053 yuan/ton. Ama-electrode e-graphite abonise ukuthambekela okukhuphukayo kusukela ngoMashi kuya kuMeyi unyaka wonke, ikakhulukazi ngenxa yokubuyela emuva kwamabhizinisi angaphansi entwasahlobo, ukuthengwa kwezinto zokusetshenziswa zangaphandle zokufaka impahla, kanye nesimo esihle sokungena emakethe ngaphansi kokusekelwa kwengqondo yokuthenga. Ngakolunye uhlangothi, amanani e-needle coke kanye ne-low-sulfur petroleum coke, izinto zokusetshenziswa, ayaqhubeka nokukhuphuka, okunesisekelo esiphansi sentengo yama-electrode e-graphite. Kodwa-ke, kusukela ngoJuni, ama-electrode e-graphite angene emgudwini ophansi, futhi isimo sokunikezwa nokufunwa okubuthakathaka sesibe ukuthambekela okuyinhloko engxenyeni yesibili yonyaka. Izigayo zensimbi ezingezansi azisetshenziswa kahle, ukukhiqizwa kwe-graphite electrode kuyalahleka, futhi amabhizinisi amaningi avalile. NgoNovemba, imakethe ye-graphite electrode yaphinde yabuya kancane, ikakhulukazi ngenxa yokuthuthuka kwesidingo sama-electrode e-graphite okubangelwa ukubuya kwemishini yensimbi. Abakhiqizi basebenzise leli thuba ukukhulisa intengo yemakethe, kodwa ukwanda kwesidingo sokugcina kwakulinganiselwe, futhi ukumelana nokuphakamisa ama-electrode e-graphite kwakukhulu kakhulu.
Ngo-2022, inzuzo enkulu yokukhiqizwa kwe-electrode ye-graphite enamandla kakhulu izoba yi-181 yuan/ton, ukwehla ngo-68% kusuka ku-598 yuan/ton ngonyaka odlule. Phakathi kwabo, kusukela ngoJulayi, inzuzo yokukhiqizwa kwe-electrode ye-graphite enamandla kakhulu isiqalile ukulenga phezulu, futhi yalahlekelwa ngisho nethani elilodwa laya ku-2,009 yuan/ton ngo-Agasti. Ngaphansi kwemodi yenzuzo ephansi, abakhiqizi abaningi be-electrode ye-graphite bavale noma bakhiqize ama-crucible nama-graphite cubes kusukela ngoJulayi. Zimbalwa izinkampani ezivamile eziphikelela ekukhiqizweni komthwalo ophansi.
Ngo-2022, isilinganiso sokusebenza sezwe lonke sama-electrode e-graphite singama-42%, ukwehla konyaka nonyaka kwamaphuzu ayi-18 amaphesenti, okuphinde kube yisilinganiso sokusebenza esiphansi kakhulu eminyakeni emihlanu edlule. Eminyakeni emihlanu edlule, ngo-2020 nango-2022 kuphela abanamazinga okusebenza angaphansi kwama-50%. Ngo-2020, ngenxa yokuqubuka kobhubhane lomhlaba wonke, kanye nokwehla okukhulu kukawoyela ongahluziwe, isidingo esinciphile sokwehla komfula, kanye nenzuzo yokukhiqiza eguquliwe, isilinganiso sokusebenza sonyaka odlule sasingu-46%. Ukuqala okuphansi komsebenzi ngo-2022 kungenxa yobhubhane oluphindaphindayo, ingcindezi yokwehla komnotho womhlaba, kanye nokwehla embonini yensimbi, okwenza kube nzima ukusekela isidingo semakethe sama-electrode e-graphite. Ngakho-ke, uma sibheka kusukela ekuqaleni okuphansi kweminyaka emibili, imakethe yama-electrode e-graphite ithintwa kakhulu yisidingo semboni yensimbi ephansi.
Eminyakeni emihlanu ezayo, ama-electrode e-graphite azoqhubeka nokukhula njalo. Kulinganiselwa ukuthi ngo-2027, amandla okukhiqiza azoba ngamathani ayizigidi ezingu-2.15, kanye nesilinganiso sokukhula esihlanganisiwe esingu-2.5%. Ngokukhishwa kancane kancane kwezinsizakusebenza zensimbi zaseShayina, isithando sikagesi sinamandla amakhulu okuthuthukiswa eminyakeni emihlanu ezayo. Umbuso ukhuthaza ukusetshenziswa kwensimbi eqoshiwe kanye nokwenza insimbi yenqubo emfushane, futhi ukhuthaza amabhizinisi ukuthi athathe indawo yamandla okukhiqiza enqubo yesithando sikagesi ngaphandle kokwandisa amandla amasha okukhiqiza. Inani eliphelele lokukhiqiza insimbi yesithando sikagesi nalo liyakhula unyaka nonyaka. Insimbi yesithando sikagesi yaseShayina ibiza cishe u-9%. Imibono Eqondisayo Ngokuqondisa Ukuthuthukiswa Kwensimbi Yesithando Sikagesi Eyenziwa Ngensimbi Yenqubo Emfushane (Uhlaka Lokuphawula)” iphakamisa ukuthi ekupheleni “Kohlelo Lweminyaka Emihlanu Lweshumi Nane” (2025), isilinganiso sokukhiqiza insimbi yesithando sikagesi sizokhula sibe cishe ngu-20%, kanti ama-electrode e-graphite asazokwandisa isikhala.
Ngokombono ka-2023, imboni yensimbi ingase iqhubeke nokwehla, futhi izinhlangano ezifanele zikhiphe idatha ebikezela ukuthi isidingo sensimbi sizobuya ngo-1.0% ngo-2023, futhi ukululama okuphelele kuzoncishiswa. Nakuba inqubomgomo yokuvimbela nokulawula ubhubhane incishiswa kancane kancane, ukululama komnotho kusazothatha isikhathi. Kulindeleke ukuthi imakethe ye-graphite electrode izobuya kancane kancane engxenyeni yokuqala ka-2023, futhi kusazoba nokumelana nokwenyuka kwentengo. Engxenyeni yesibili yonyaka, imakethe ingase iqale ukululama. (Umthombo wolwazi: Ulwazi lwe-Longzhong)
Isikhathi sokuthunyelwe: Jan-06-2023