Ngo-2022, ukusebenza sekukonke kwemakethe ye-graphite electrode kuzoba okumaphakathi, ngokukhiqizwa komthwalo ophansi kanye nokuthambekela kokwehla kwesidingo esiphansi somfula, kanye nokunikezwa okubuthakathaka kanye nesidingo kuzoba yinto eyinhloko.
Ngo-2022, intengo yama-electrode e-graphite izokhuphuka kuqala bese yehla. Isilinganiso senani le-HP500 ngu-22851 yuan/ton, inani elimaphakathi le-RP500 lingu-20925 yuan/ton, inani elimaphakathi le-UHP600 ngu-26295 yuan/ton, kanti inani lentengo elimaphakathi ngu-UHP700 31053 yuan/ton. Ama-electrode e-graphite abonise ukuthambekela okukhulayo kusukela ngoMashi kuya kuMeyi unyaka wonke, ikakhulukazi ngenxa yokuphindaphinda kwamabhizinisi asezansi nomfula entwasahlobo, ukuthengwa kwangaphandle kwezinto zokusetshenziswa zamasheya, kanye nesimo esihle sokungena emakethe ngaphansi kokusekelwa kwengqondo yokuthenga. Ngakolunye uhlangothi, izintengo ze-coke yenaliti kanye ne-low-sulfur petroleum coke, izinto zokusetshenziswa, ziyaqhubeka nokukhuphuka, ezinokwesekwa okuphansi kwentengo yama-electrode e-graphite. Kodwa-ke, kusukela ngoJuni, ama-electrode e-graphite angenile esiteshini esibheke phansi, futhi isimo esibuthakathaka sokunikezwa kanye nesidingo sesiphenduke umkhuba oyinhloko engxenyeni yesibili yonyaka. Izigayo zensimbi ezansi nomfula zisetshenziswa kancane, ukukhiqizwa kwe-electrode yegraphite kuyalahleka, futhi amabhizinisi amaningi avaliwe. NgoNovemba, imakethe yama-electrode e-graphite yaphinde yavuka kancane, ikakhulukazi ngenxa yokuthuthuka kwesidingo sama-electrode e-graphite aqhutshwa ukuphindaphinda kwezigayo zensimbi. Abakhiqizi basebenzise ithuba lokunyusa intengo yemakethe, kodwa ukukhuphuka kwesidingo setheminali bekunomkhawulo, futhi ukumelana nokwenyusa ama-electrode egraphite bekukukhulu uma kuqhathaniswa.
Ngo-2022, inzuzo enkulu yokukhiqiza i-ultra-high-power graphite electrode izoba ngu-181 yuan/ton, ukwehla ngo-68% isuka ku-598 yuan/ton ngonyaka odlule. Phakathi kwabo, kusukela ngoJulayi, inzuzo yokukhiqizwa kwe-electrode ye-graphite ephezulu-high-power isiqalile ukulenga phezulu, futhi yalahlekelwa ngisho nethani elilodwa kuya ku-2,009 yuan/ton ngo-Agasti. Ngaphansi kwemodi yenzuzo ephansi, abakhiqizi abaningi be-graphite electrode baye bavala noma bakhiqiza ama-crucible nama-graphite cubes kusukela ngoJulayi. Izinkampani ezimbalwa kuphela ezivamile ezigcizelela ukukhiqizwa komthwalo ophansi.
Ngo-2022, isilinganiso sikazwelonke sokusebenza kwama-electrode angama-graphite singu-42%, ukwehla konyaka nonyaka ngamaphesenti ayi-18, okuyizinga lokusebenza eliphansi kakhulu eminyakeni emihlanu edlule. Kule minyaka emihlanu edlule, ngo-2020 no-2022 kuphela abanamazinga okusebenza angaphansi kwama-50%. Ngo-2020, ngenxa yokuqubuka kwalolu bhubhane lomhlaba wonke, okuhambisana nokwehla okukhulu kukawoyela ongahluziwe, isidingo esintekenteke somfula, kanye nenzuzo yokukhiqiza ehlanekezelwe, isilinganiso sokusebenza ngonyaka odlule sasingama-46%. Ukuqala okuphansi komsebenzi ngo-2022 kungenxa yezifo eziwumshayabhuqe eziphindelelayo, ukwehla kwengcindezi yomnotho womhlaba, kanye nokwehla kwemboni yensimbi, okwenza kube nzima ukusekela isidingo semakethe sama-graphite electrode. Ngakho-ke, uma sibheka kusukela ekuqaleni kweminyaka emibili ephansi, imakethe ye-graphite electrode ithinteka kakhulu ngesidingo semboni yensimbi engezansi.
Eminyakeni emihlanu ezayo, ama-electrode e-graphite azogcina ukukhula okuqhubekayo. Kulinganiselwa ukuthi ngo-2027, amandla okukhiqiza azoba amathani ayizigidi ezingu-2.15, nezinga lokukhula elihlanganisiwe lika-2.5%. Ngokukhishwa kancane kancane kwezinsiza zensimbi zaseChina, isithando somlilo sikagesi sinamandla amakhulu okuthuthukiswa eminyakeni emihlanu ezayo. Umbuso ukhuthaza ukusetshenziswa kwezinsalela zensimbi kanye nokwenza insimbi yenqubo emfishane, futhi ukhuthaza amabhizinisi ukuthi athathe isikhundla somthamo wokukhiqiza wenqubo yesithando somlilo kagesi ngaphandle kokwandisa umthamo wokukhiqiza omusha. Umphumela ophelele wokwenziwa kwensimbi yesithando somlilo uyanda unyaka nonyaka. Insimbi yesithando somlilo saseChina yenza cishe u-9%. Imibono Eqondisayo Ekuqondiseni Ukuthuthukiswa Kwenqubo Emfishane Yenqubo Yokwenziwa Kwensimbi Kagesi (Okusalungiswa Kwamazwana)” iphakamisa ukuthi ekupheleni “koHlelo Lweminyaka Eyi-14 Lweminyaka Emihlanu” (2025), ingxenye yokukhishwa kwensimbi yesithando somlilo kagesi izokhuphuka ifinyelele cishe Amaphesenti angu-20, nama-electrode e-graphite asazokwandisa isikhala.
Ngokombono ka-2023, imboni yensimbi ingase iqhubeke nokuwohloka, futhi izinhlangano ezifanele zikhiphe idatha ebikezela ukuthi isidingo sensimbi sizolulama ngo-1.0% ngo-2023, futhi ukubuyiswa okuphelele kuzokhawulelwa. Nakuba umgomo wokunqanda nokulawula ubhubhane uyaxegiselwa kancane kancane, ukusimama komnotho kusazothatha isikhathi. Kulindeleke ukuthi imakethe ye-graphite electrode izolulama kancane kancane engxenyeni yokuqala ka-2023, futhi kusazoba nokuphikiswa okuthile ekukhuphukeni kwamanani. Engxenyeni yesibili yonyaka, imakethe ingase iqale ukululama. (Umthombo wolwazi: Longzhong Information)
Isikhathi sokuthumela: Jan-06-2023