Cov hluav taws xob graphite caij cua

Txij li thaum lub Cuaj Hli los, "Kev faib hluav taws xob" tau yog ib qho lus nug kub hauv Suav teb. Qhov laj thawj rau "kev faib hluav taws xob" yog kev txhawb nqa lub hom phiaj ntawm "kev tsis muaj carbon" thiab kev tswj kev siv hluav taws xob. Tsis tas li ntawd xwb, txij li thaum pib ntawm lub xyoo no, muaj ntau yam xov xwm txog tus nqi ntawm cov khoom siv tshuaj lom neeg tau tshwm sim ib qho tom qab ib qho, ntawm cov graphite electrode, ib yam khoom tseem ceeb heev hauv kev lag luam hlau, tau txais kev saib xyuas me ntsis los ntawm kev ua lag luam xyoo no, thiab kev lag luam hlau thiab kev tsis muaj carbon.

Kev lag luam saw: feem ntau yog siv rau hauv kev tsim hlau

Graphite electrode yog ib hom khoom siv graphite uas kub thiab tsis yooj yim kub, graphite electrode tuaj yeem ua hluav taws xob thiab tsim hluav taws xob, kom yaj cov hlau pov tseg hauv lub cub tawg lossis lwm yam khoom siv raw los tsim cov hlau thiab lwm yam khoom siv hlau, feem ntau yog siv rau hauv kev tsim hlau. Graphite electrode yog ib hom khoom siv uas tsis tshua muaj zog thiab tsis yooj yim rau thermal gradient hauv lub cub hluav taws xob arc. Cov yam ntxwv tseem ceeb ntawm kev tsim graphite electrode yog lub voj voog tsim khoom ntev (feem ntau kav ntev li peb txog tsib lub hlis), siv hluav taws xob ntau thiab cov txheej txheem tsim khoom nyuaj.

Cov xwm txheej ntawm cov saw hlau ntawm graphite electrode:

Cov khoom siv hluav taws xob graphite electrode kev lag luam saw hlau yog cov khoom siv raw rau roj av coke, koob coke, qhov sib piv ntawm cov khoom siv raw suav rau tus nqi tsim khoom graphite electrode loj dua, suav txog ntau dua 65%, vim Tuam Tshoj txoj kev tsim khoom siv hluav taws xob koob coke thiab thev naus laus zis piv rau Nyiv Pooj thiab lwm lub tebchaws tseem muaj qhov sib txawv loj, qhov zoo ntawm koob coke hauv tsev nyuaj rau xyuas kom meej, yog li Tuam Tshoj txoj kev xa khoom siv hluav taws xob koob coke zoo tseem siab, Xyoo 2018, tag nrho cov khoom siv hluav taws xob koob coke hauv Tuam Tshoj yog 418,000 tons, ntawm cov uas 218,000 tons tau xa tuaj, suav txog ntau dua 50%. Daim ntawv thov tseem ceeb ntawm graphite electrodes yog nyob rau hauv eAF steelmaking.

Graphite electrode feem ntau yog siv rau hauv kev smelting hlau thiab hlau. Kev txhim kho ntawm kev lag luam graphite electrode hauv Suav teb yog qhov sib xws nrog kev niaj hnub ntawm kev lag luam hlau thiab hlau hauv Suav teb. Tuam Tshoj lub graphite electrode pib xyoo 1950. Warburg Securities tau faib kev txhim kho ntawm graphite electrode hauv Suav teb ua peb theem:

1. Pib tsim kho xyoo 1995 — tsim ntau lawm xyoo 2011;

2. Kev sib txawv ntawm cov lag luam tau nce ntxiv hauv xyoo 2013 - kev lag luam tau zoo dua qub hauv xyoo 2017;

3. Xyoo 2018 tab tom poob qis - kev sib ntaus sib tua nqi tab tom tawg hauv xyoo 2019.

Kev muab khoom thiab kev thov: qhov xav tau ntawm cov hlau hluav taws xob rauv taws xob feem ntau yog qhov tseem ceeb

Hais txog qhov tsim tawm thiab kev siv, raws li Frost Sullivan qhov kev tshuaj xyuas, kev tsim cov graphite electrodes hauv Suav teb tau txo qis los ntawm 0.53 lab tons hauv xyoo 2015 mus rau 0.50 lab tons hauv xyoo 2016, qhia txog kev poob qis. Xyoo 2020, tus kab mob sib kis tau muaj kev cuam tshuam tsis zoo rau cov chaw tsim khoom cov haujlwm vim yog kev tswj hwm kev txwv rau lub sijhawm ua haujlwm, kev cuam tshuam ntawm cov neeg ua haujlwm thiab kev hloov pauv hauv cov txheej txheem ua haujlwm.
Yog li ntawd, Tuam Tshoj txoj kev tsim cov graphite electrodes tau poob qis heev. Nws xav tias kev tsim khoom yuav ncav cuag 1,142.6 kilotons hauv xyoo 2025, nrog rau cagR ntawm kwv yees li 9.7% txij li xyoo 2020 txog 2025, thaum kev ua haujlwm rov pib dua thiab kev tswj hwm txoj cai txhawb nqa rau kev tsim kho eAF steel.
Yog li ntawd yog cov zis, thiab tom qab ntawd kev siv. Kev siv graphite electrode hauv Suav teb tau pib nce ntxiv txij li xyoo 2016, ncav cuag 0.59 lab tons hauv xyoo 2020, nrog rau cagR ntawm 10.3% txij li xyoo 2015 txog 2020. Kev siv graphite electrode yuav tsum ncav cuag 0.94 lab tons hauv xyoo 2025. Hauv qab no yog lub koom haum qhov kev kwv yees ntxaws ntxaws ntawm kev tsim khoom thiab kev siv graphite electrode.

Cov zis ntawm graphite electrode yog sib xws nrog EAF hlau. Kev loj hlob ntawm EAF hlau tsim tawm yuav tsav qhov kev thov ntawm graphite electrode yav tom ntej. Tuam Tshoj tsim 127.4 lab tons ntawm eaf hlau thiab 742,100 tons ntawm graphite electrodes hauv xyoo 2019, raws li World Iron and Steel Association thiab China Carbon Industry Association. Cov zis thiab kev loj hlob ntawm graphite electrode hauv Tuam Tshoj muaj feem cuam tshuam nrog cov zis thiab kev loj hlob ntawm eAF hlau hauv Tuam Tshoj.

Xyoo 2019 thiab 2020, tag nrho cov kev xav tau thoob ntiaj teb rau eAF hlau thiab cov hlau tsis yog EAF yog 1.376,800 tons thiab 1.472,300 tons raws li. Warburg Securities kwv yees tias tag nrho cov kev xav tau thoob ntiaj teb yuav nce ntxiv hauv tsib xyoos tom ntej thiab ncav cuag li 2.104,400 tons hauv xyoo 2025. Qhov kev xav tau rau cov hlau hluav taws xob yog feem ntau, uas kwv yees tias yuav ncav cuag 1,809,500 tons hauv xyoo 2025.

Piv nrog rau kev ua hlau rauv tawg, kev ua hlau rauv hluav taws xob muaj qhov zoo dua hauv kev tso pa roj carbon. Piv nrog rau kev ua hlau hlau, kev ua hlau nrog 1 tuj ntawm cov hlau seem tuaj yeem txo 1.6 tuj ntawm cov pa roj carbon dioxide thiab 3 tuj ntawm cov pa roj khib nyiab. Kev tshawb fawb ntawm Brokerage qhia tias qhov sib piv ntawm cov pa roj carbon rauv hluav taws xob thiab cov hlau rauv tawg rau ib tuj ntawm cov pa roj carbon hauv 0.5: 1.9. Cov kws tshawb fawb ntawm Brokerage hais tias, "kev txhim kho cov hlau rauv hluav taws xob yuav tsum yog qhov sib txawv dav dav."

Thaum lub Tsib Hlis, Ministry of Industry thiab Information Technology tau tshaj tawm Daim Ntawv Ceeb Toom txog Kev Siv Cov Kev Ntsuas ntawm Kev Hloov Peev Xwm hauv Kev Lag Luam Hlau thiab Hlau, uas tau raug siv rau lub Rau Hli 1. Cov kev ntsuas kev siv rau kev hloov pauv peev xwm yuav ua rau muaj kev hloov pauv hlau ntau ntxiv thiab nthuav dav thaj chaw tseem ceeb rau kev tiv thaiv thiab tswj kev ua qias tuaj ntawm huab cua. Cov tsev kawm ntawv ntseeg tias txoj kev hloov pauv peev xwm tshiab yuav txo qis peev xwm hlau, sib sau ua ke kev lag luam hlau kom daws tau qhov peev xwm ntau dhau. Tib lub sijhawm, kev siv txoj kev hloov pauv tshiab yuav ua kom nrawm dua kev txhim kho ntawm eAF, thiab qhov feem pua ​​ntawm eAF hlau yuav nce ntxiv tas li.

Graphite electrode yog cov khoom siv tseem ceeb ntawm lub cub hluav taws xob, raws li qhov xav tau ntawm lub cub hluav taws xob, nws qhov kev thov yuav nce ntxiv, graphite electrode raug cuam tshuam los ntawm nws tus nqi.

Kev hloov pauv ntawm tus nqi loj: cov yam ntxwv ntawm lub voj voog

Txij xyoo 2014 txog 2016, kev lag luam thoob ntiaj teb ntawm graphite electrode tau poob qis vim muaj kev thov qis dua, thiab tus nqi graphite electrode tseem qis. Xyoo 2016 nrog rau cov chaw tsim khoom graphite electrode rau cov kab muaj peev xwm qis dua tus nqi tsim khoom, cov khoom muag hauv zej zog mus rau qis, xyoo 2017 txoj cai xaus DeTiaoGang lub cub tawg nruab nrab zaus, ntau cov hlau seem rau hauv lub cub tawg hlau, kev lag luam graphite electrode hauv Suav teb hauv ib nrab xyoo 2017 qhov kev thov nce siab, vim muaj kev nce ntxiv ntawm qhov kev thov rau graphite electrode koob coke ntawm cov khoom siv raw nqi nce siab heev hauv xyoo 2017. Xyoo 2019, nws tau mus txog peb $ 3,769.9 ib tuj, nce 5.7 npaug ntawm xyoo 2016.