Ngemva koSuku Lukazwelonke, intengo yama-oda athile emakethe ye-graphite izokhuphuka cishe ngama-yuan ayi-1,000-1,500/ton kusukela esikhathini esedlule. Njengamanje, kusenesimo sokulinda nokubona ekuthengweni kwemishini yensimbi ye-graphite electrode engezansi, futhi ukuthengiselana kwemakethe kusabuthakathaka. Kodwa-ke, ngenxa yokunikezwa okuncane kwemakethe ye-graphite electrode kanye nezindleko eziphakeme, izinkampani ze-graphite electrode zikhuphula ngenkuthalo intengo yama-graphite electrode ngenxa yokungafuni ukuthengisa, futhi intengo yemakethe ishintsha ngokushesha. Izici ezithile ezithonya yilezi ezilandelayo:
1. Ngaphansi kwethonya lokuncishiswa kukagesi, kulindeleke ukuthi imakethe ye-graphite electrode inciphe
Ngakolunye uhlangothi, ngemva kwezinyanga ezingaba ngu-2 zokusetshenziswa, isitokwe semakethe ye-graphite electrode sehlile, kanti ezinye izinkampani ze-graphite electrode zikhombisile ukuthi inkampani ayinaso isitokwe;
Ngakolunye uhlangothi, ngaphansi kwethonya lokuntuleka kwamandla okwaqala maphakathi noSepthemba, izifundazwe ezahlukahlukene zibike ngokulandelana ngemikhawulo yamandla, futhi imikhawulo yamandla iye yanda kancane kancane. Ukukhiqizwa kwemakethe ye-graphite electrode kunqunyelwe futhi ukunikezwa kuncishisiwe.
Kuze kube manje, umkhawulo wamandla ezifundeni eziningi ugxile ku-20%-50%. E-Inner Mongolia, eLiaoning, eShandong, e-Anhui, naseHenan, umthelela wokuvinjelwa kwamandla unzima kakhulu, cishe cishe u-50%. Phakathi kwawo, amanye amabhizinisi e-Inner Mongolia naseHenan avinjelwe kakhulu. Umthelela kagesi ungafinyelela ku-70%-80%, kanti izinkampani ngazinye zivaliwe.
Ngokwezibalo zokukhiqizwa kwezinkampani ezingu-48 ze-graphite electrode ezivamile ezweni, ngokusekelwe ekubalweni kokukhiqizwa kwama-graphite electrode ngoSepthemba, futhi kubalwe ngokwesilinganiso sikagesi olinganiselwe emakethe ye-graphite electrode ngaphambi kwesikhathi "se-Eleventh", kulindeleke ukuthi umkhiqizo wanyanga zonke wemakethe ye-graphite electrode uzokwehla ngamathani angu-15,400 iyonke; Ngemva kwesikhathi "se-Eleventh", imakethe ye-graphite electrode kulindeleke ukuthi inciphise umkhiqizo wanyanga zonke ngamathani angu-20,500. Kungabonakala ukuthi umkhawulo wamandla wemakethe ye-graphite electrode uqinisiwe ngemva kweholide.
Ngaphezu kwalokho, kuyaqondakala ukuthi ezinye izinkampani eHebei, eHenan nakwezinye izifunda zithole isaziso somkhawulo wokukhiqiza ukuvikelwa kwemvelo ekwindla nasebusika, kanti ezinye izinkampani ze-graphite electrode azikwazi ukuqala ukwakha ngenxa yesimo sezulu sasebusika. Ububanzi kanye nemikhawulo yemakethe ye-graphite electrode kuzokwandiswa kakhulu.
2. Izindleko zemakethe ye-graphite electrode ziyaqhubeka nokukhula
Amanani entengo eluhlaza ephezulu yama-electrode e-graphite ayaqhubeka nokukhuphuka
Ngemva koSuku Lukazwelonke, amanani e-coke kaphethiloli ene-sulfur ephansi, i-coal tar kanye ne-needle coke, okuyizinto zokusetshenziswa eziphezulu zama-electrode e-graphite, akhuphuke kakhulu. Ngenxa yokunyuka kwentengo ye-coal tar kanye ne-oil slurry, i-needle coke engenisiwe kanye ne-needle coke yasekhaya kulindeleke ukuthi iqhubeke nokwenyuka kakhulu. Qhubeka nokucindezela ezingeni eliphezulu.
Uma kubalwa ngokusekelwe emananini ezinto zokusetshenziswa zamanje, ngokombono, izindleko zokukhiqiza eziphelele zama-electrode e-graphite zingama-yuan angu-19,000/ton. Ezinye izinkampani ze-electrode ye-graphite zithi ukukhiqizwa kwazo kuye kwalahlekelwa.
Ngaphansi kwethonya lokuncishiswa kukagesi, izindleko zenqubo yemakethe ye-graphite electrode zikhuphukile
Ngakolunye uhlangothi, ngaphansi kwethonya lokuncishiswa kwamandla, inqubo yokwenza i-graphitization yezinkampani ze-graphite electrode inqunyelwe kakhulu, ikakhulukazi ezindaweni ezinamanani kagesi aphansi njenge-Inner Mongolia ne-Shanxi; ngakolunye uhlangothi, inzuzo yokwenza i-graphitization ye-electrode engemihle isekelwa yinzuzo ephezulu yokubamba izinsiza zemakethe. , Ezinye izinkampani ze-graphitization ze-graphite electrode zishintshele ku-graphitization ye-electrode engemihle. Ukufakwa kwezinto ezimbili kuholele ekushodeni kwamanje kwezinsiza ze-graphitization emakethe ye-graphite electrode kanye nokwenyuka kwamanani e-graphitization. Njengamanje, intengo yokwenza i-graphitization yama-electrode athile e-graphite ikhuphuke yaya ku-4700-4800 yuan/ton, kanti ezinye zifinyelele ku-5000 yuan/ton.
Ngaphezu kwalokho, izinkampani kwezinye izifunda zithole izaziso zemikhawulo yokukhiqiza ngesikhathi sokushisa. Ngaphezu kokwenza i-graphitization, ukuthosa nezinye izinqubo nakho kunqunyelwe. Kulindeleke ukuthi izindleko zezinye izinkampani ze-graphite electrode ezingenayo isethi ephelele yezinqubo zikhuphuke.
3. Isidingo semakethe sama-electrode e-graphite sizinzile futhi siyathuthuka
Izigayo zensimbi ezingezansi ze-graphite electrode zidinga nje ukubusa
Muva nje, izigayo zensimbi ezingezansi zama-electrode e-graphite ziye zanaka kakhulu ukuncishiswa kwamandla emakethe ye-electrode ye-graphite, kodwa izigayo zensimbi zisenamandla okukhiqiza alinganiselwe kanye namandla e-voltage, kanti izigayo zensimbi azisebenzi kahle, futhi kusekhona umbono wokulinda nokubona ngokuthengwa kwama-electrode e-graphite.
Ngokuphathelene nensimbi yesithando sikagesi, ezinye izifunda zilungise ukuncishiswa kukagesi "okulingana nosayizi owodwa" noma ukunciphisa ikhabhoni "yohlobo lokunyakaza". Njengamanje, ezinye izimboni zensimbi yesithando sikagesi ziqalise kabusha ukukhiqiza noma zingakhiqiza ukushintsha okukhulu. Izinga lokusebenza kwezitshalo zensimbi yesithando sikagesi liphinde labuya kancane, okuyinto enhle ezitshalweni zensimbi zesithando sikagesi. Isidingo se-graphite electrode.
Ukuthunyelwa kwamanye amazwe kwemakethe ye-graphite electrode kulindeleke ukuthi kwande
Ngemva koSuku Lukazwelonke, ngokusho kwezinye izinkampani ze-graphite electrode, imakethe yokuthumela kwamanye amazwe iyonke izinzile, futhi imibuzo yokuthumela kwamanye amazwe ikhuphukile, kodwa ukuthengiselana kwangempela akukhuphuki kakhulu, futhi isidingo sama-graphite electrode sizinzile.
Kodwa-ke, kubikwa ukuthi izinga lokuthutha kwemikhumbi yokuthumela i-graphite electrode liye lehla muva nje, futhi ezinye zezitoko ezisele echwebeni zingathunyelwa. Ngenxa yokwanda okukhulu kwempahla yolwandle kulo nyaka, ezinye izinkampani ze-graphite electrode zithi izindleko zokuthutha zibiza cishe u-20% wezindleko zokuthumela ngaphandle ze-graphite electrodes, okwaholela ekutheni ezinye izinkampani ze-graphite electrode zishintshele ekuthengisweni kwasekhaya noma ekuthunyelweni kwamanye amazwe. Ngakho-ke, ukwehla kwamanani okuthutha olwandle kuhle ezinkampanini ze-graphite electrode ukwandisa ukuthunyelwa kwamanye amazwe.
Ngaphezu kwalokho, isinqumo sokugcina sokulwa nokulahla izimpahla se-Eurasian Union sesiqalisiwe futhi sizobeka ngokusemthethweni intela yokulwa nokulahla izimpahla kuma-electrode e-graphite aseShayina kusukela ngoJanuwari 1, 2022. Ngakho-ke, izinkampani zakwamanye amazwe zingase zibe namasheya athile kwikota yesine, futhi ukuthunyelwa kwamanye amazwe kwe-electrode ye-graphite kunganda.
Umbono wemakethe: Umthelela wokuncishiswa kwamandla uzokhula kancane kancane, futhi ukuvikelwa kwemvelo yasekwindla nasebusika kanye nemikhawulo yokukhiqiza kanye nezidingo zemvelo zama-Olimpiki asebusika kuzobekwa ngaphezulu. Umkhawulo wokukhiqizwa kwemakethe ye-graphite electrode ungase uqhubeke kuze kube uMashi 2022. Ukunikezwa kwemakethe ye-graphite electrode kulindeleke ukuthi kuqhubeke nokuncipha, futhi intengo ye-graphite electrodes izoqhubeka. Khulisa okulindelwe.
Isikhathi sokuthunyelwe: Okthoba-14-2021