Pawg Neeg Saib Xyuas Tebchaws Europe ntseeg tias qhov kev nce ntxiv ntawm Tuam Tshoj txoj kev xa khoom mus rau Tebchaws Europe tau ua rau muaj kev puas tsuaj rau cov lag luam tseem ceeb hauv Tebchaws Europe. Xyoo 2020, Tebchaws Europe qhov kev thov rau carbon tau txo qis vim yog qhov txo qis ntawm lub peev xwm tsim hlau thiab kev sib kis, tab sis tus lej ntawm cov khoom xa tuaj ntawm Tuam Tshoj tau nce 12% xyoo-rau-xyoo, thiab feem ntawm kev ua lag luam tau txog 33.8%, nce ntawm 11.3 feem pua; Feem ntawm kev ua lag luam ntawm cov koom haum ua lag luam hauv Tebchaws Europe tau txo qis los ntawm 61.1% hauv xyoo 2017 mus rau 55.2% hauv xyoo 2020.
Cov kev tshawb nrhiav txog rooj plaub no muaj ntau tus qauv siv xws li kev sib tshooj ntawm cov khoom, qhov chaw thiab tus nqi ntawm cov roj av coke, cov nqi thauj mus los, hluav taws xob thiab txoj kev xam. Cov neeg Suav xws li Tuam Tshoj Chamber of Commerce rau kev lag luam tshuab thiab hluav taws xob, Fangda pawg thiab Liaoning dantan tau tsa kev tsis ntseeg thiab ntseeg tias cov qauv uas European Commission tau txais yuav raug cuam tshuam.
Cov kev tshawb nrhiav txog rooj plaub no muaj ntau yam xws li kev sib tshooj ntawm cov khoom. Cov neeg Suav xws li Tuam Tshoj Chav Lag Luam rau kev lag luam kho tshuab thiab hluav taws xob, Fangda pawg thiab Liaoning dantan txhua tus tau nug tias cov qauv uas European Commission tau txais yuav raug cuam tshuam.
Txawm li cas los xij, feem ntau ntawm cov lus thov rov hais dua raug tsis lees txais los ntawm European Commission vim tias cov tuam txhab Suav tsis tau muab cov qauv zoo dua lossis tsis hloov pauv.
Tuam Tshoj yog lub teb chaws xa tawm cov graphite electrodes loj. Everbright Securities tau taw qhia tias nyob rau xyoo tas los no, kev tshawb nrhiav txawv teb chaws tiv thaiv kev pov tseg ntawm kev xa tawm ntawm Tuam Tshoj cov graphite electrodes tau ua tas mus li, uas yog vim tus nqi qis thiab maj mam nce ntxiv hauv qhov zoo ntawm cov graphite electrodes hauv tebchaws, thiab qhov ntim xa tawm tau nce ntxiv txhua xyoo.
Txij li xyoo 1998, Is Nrias teb, Brazil, Mexico thiab Tebchaws Meskas tau ua kev tshawb nrhiav tiv thaiv kev pov tseg thiab tau muab cov se tiv thaiv kev pov tseg rau cov graphite electrodes Suav teb.
Daim ntawv tshaj tawm Everbright Securities qhia tau hais tias Tuam Tshoj cov chaw xa khoom tseem ceeb ntawm graphite electrodes suav nrog Russia, Malaysia, Qaib ntxhw, Ltalis thiab lwm yam.
Txij xyoo 2017 txog 2018, lub peev xwm tsim cov graphite electrode txawv teb chaws maj mam poob qis. Cov tuam txhab xws li graftech hauv Tebchaws Meskas thiab Sigri SGL hauv Tebchaws Yelemees txuas ntxiv txo lub peev xwm tsim khoom, thiab kaw peb lub Hoobkas txawv teb chaws, txo lub peev xwm tsim khoom los ntawm kwv yees li 200000 tons. Qhov sib txawv ntawm kev muab khoom thiab kev thov khoom txawv teb chaws nce ntxiv, tsav tsheb rov qab los ntawm Tuam Tshoj qhov kev thov xa khoom graphite electrode.
Everbright Securities kwv yees tias Tuam Tshoj cov khoom xa tawm graphite electrode yuav nce mus txog 498500 tons hauv xyoo 2025, nce 17% piv rau xyoo 2021.
Raws li cov ntaub ntawv ntawm Baichuan Yingfu, lub peev xwm tsim cov graphite electrode hauv tebchaws xyoo 2021 yog 1.759 lab tons. Lub ntim xa tawm yog 426200 tons, nrog rau kev nce ntxiv ntawm 27% txhua xyoo, qib siab tshaj plaws hauv tib lub sijhawm hauv tsib xyoos dhau los.
Qhov kev thov rau graphite electrode feem ntau yog nyob rau hauv plaub qhov kev lag luam: hluav taws xob arc furnace steelmaking, submerged arc furnace smelting daj phosphorus, abrasive thiab industrial silicon, ntawm cov uas qhov kev thov rau hluav taws xob arc furnace steelmaking yog qhov loj tshaj plaws.
Raws li cov ntaub ntawv ntawm Baichuan, qhov kev thov rau graphite electrodes hauv kev lag luam hlau thiab hlau yuav suav txog li ib nrab ntawm tag nrho cov kev thov hauv xyoo 2020. Yog tias tsuas yog xav txog kev thov hauv tsev xwb, cov graphite electrode noj hauv hluav taws xob arc rauv steelmaking suav txog li 80% ntawm tag nrho cov kev siv.
Everbright Securities tau taw qhia tias graphite electrode yog ib feem ntawm kev lag luam uas siv hluav taws xob ntau thiab tso pa roj carbon ntau. Nrog kev hloov pauv ntawm cov cai los ntawm kev tswj kev siv hluav taws xob mus rau kev tswj kev tso pa roj carbon, cov qauv kev muab khoom thiab kev thov ntawm graphite electrode yuav zoo dua. Piv nrog cov nroj tsuag hlau ntev, cov hlau EAF luv luv muaj cov txiaj ntsig zoo ntawm kev tswj cov pa roj carbon, thiab qhov kev thov ntawm kev lag luam graphite electrode yuav nce ntxiv sai.
Lub sijhawm tshaj tawm: Plaub Hlis-12-2022