"Power rationing" yog lub ntsiab lus kub hauv Suav teb txij lub Cuaj Hli.Qhov laj thawj rau "kev faib hluav taws xob" yog kev txhawb nqa lub hom phiaj ntawm "carbon neutrality" thiab tswj kev siv hluav taws xob.Tsis tas li ntawd, txij li thaum pib ntawm lub xyoo no, muaj ntau yam tshuaj raw cov ntaub ntawv nqi xov xwm tshwm sim ib tug tom qab lwm, ntawm cov uas graphite electrode, ib tug tseem ceeb heev cov ntaub ntawv nyob rau hauv lub steel kev lag luam, tau txais me ntsis los ntawm kev ua lag luam xyoo no, thiab cov hlau. kev lag luam thiab carbon neutrality.
Kev lag luam saw: feem ntau yog siv hauv steel ntau lawm
Graphite electrode yog ib hom kev kub siab ua haujlwm graphite conductive cov khoom, graphite electrode tuaj yeem ua tam sim no thiab lub zog tsim hluav taws xob, thiaj li ua kom cov hlau khib nyiab hauv qhov cub tawg lossis lwm yam khoom siv raw los tsim cov hlau thiab lwm yam khoom siv hlau, feem ntau yog siv hauv steel ntau lawm. .Graphite electrode yog ib yam khoom uas tsis tshua muaj kev tiv thaiv thiab ua rau thermal gradient nyob rau hauv hluav taws xob arc rauv.Cov yam ntxwv tseem ceeb ntawm graphite electrode ntau lawm yog lub voj voog ntau lawm ntev (feem ntau kav peb mus rau tsib lub hlis), kev siv hluav taws xob siab thiab cov txheej txheem ntau lawm.
Kev lag luam saw teeb meem ntawm graphite electrode:
Graphite electrode kev lag luam saw upstream raw cov ntaub ntawv feem ntau yog rau roj av coke, koob coke, feem ntawm raw cov ntaub ntawv nyiaj rau graphite electrode ntau lawm tus nqi yog loj, account rau ntau tshaj 65%, vim Tuam Tshoj tus koob coke ntau lawm technology thiab technology txheeb ze rau Nyiv thiab lwm yam lub teb chaws tseem muaj qhov sib txawv loj, cov koob tshuaj coke hauv tsev zoo yog qhov nyuaj los xyuas kom meej, yog li Tuam Tshoj tus ntshuam kev vam khom ntawm cov koob coke zoo tseem muaj siab, Xyoo 2018, tag nrho cov khoom siv ntawm koob coke hauv Suav teb yog 418,000 tons, ntawm 218,000 tons. imported, accounting rau ntau tshaj 50%.Lub ntsiab downstream daim ntawv thov ntawm graphite electrodes yog nyob rau hauv eAF steelmaking.
Graphite electrode feem ntau yog siv hauv hlau thiab hlau smelting.Txoj kev loj hlob ntawm graphite electrode kev lag luam nyob rau hauv Tuam Tshoj yog yeej ib txwm ua raws li cov modernization ntawm Suav hlau thiab steel kev lag luam.Tuam Tshoj tus graphite electrode pib nyob rau hauv 1950s.Warburg Securities tau faib txoj kev loj hlob ntawm graphite electrode hauv Suav teb ua peb theem:
1. Pib txoj kev loj hlob nyob rau hauv 1995 - loj ntau lawm nyob rau hauv 2011;
2. Kev sib txawv ntawm kev lag luam tau nce zuj zus nyob rau xyoo 2013 - kev lag luam tau zoo dua qub hauv xyoo 2017;
3. 2018 yog nyob rau ntawm qhov kev poob qis - kev ua tsov rog nqi tau tawg tawm hauv 2019.
Kev muab khoom thiab kev xav tau: hluav taws xob rauv steel thov nyiaj rau feem ntau
Nyob rau hauv cov nqe lus ntawm cov zis thiab noj, raws li Frost Sullivan kev tsom xam, zus tau tej cov graphite electrodes nyob rau hauv Tuam Tshoj poob los ntawm 0.53 lab tons nyob rau hauv 2015 mus rau 0.50 lab tons nyob rau hauv 2016, qhia ib tug downward trend.Xyoo 2020, kev sib kis tau muaj kev cuam tshuam tsis zoo rau cov neeg tsim khoom lag luam vim kev tswj hwm kev txwv ntawm cov 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 cia siab tias kev tsim khoom yuav ncav cuag 1,142.6 kilotons hauv 2025, nrog rau cagR ntawm 9.7% txij xyoo 2020 txog 2025, raws li kev ua haujlwm rov pib dua thiab kev tswj hwm txoj cai txhawb nqa rau eAF steel kev txhim kho.
Yog li ntawd yog cov zis, thiab ces noj.Graphite electrode noj hauv Suav teb pib nce los ntawm 2016, mus txog 0.59 lab tons hauv 2020, nrog rau cagR ntawm 10.3% los ntawm 2015 txog 2020. Graphite electrode noj yuav tsum ncav cuag 0.94 lab tons hauv 2025. Hauv qab no yog lub koom haum cov ncauj lus kom ntxaws ntawm graphite. electrode ntau lawm thiab noj.
Cov zis ntawm graphite electrode zoo ib yam li ntawm EAF steel.Kev loj hlob ntawm EAF steel tso zis yuav tsav qhov kev thov ntawm graphite electrode yav tom ntej.Tuam Tshoj tsim 127.4 lab tons ntawm eaf steel thiab 742,100 tons ntawm graphite electrodes nyob rau hauv 2019, raws li lub Koom Haum Ntiaj Teb Hlau thiab Hlau thiab Tuam Tshoj Carbon Industry Association.Cov zis thiab kev loj hlob ntawm graphite electrode nyob rau hauv Tuam Tshoj yog ze ze rau cov zis thiab loj hlob tus nqi ntawm eAF steel nyob rau hauv Tuam Tshoj.
Hauv 2019 thiab 2020, lub ntiaj teb tag nrho cov kev thov rau eAF steel thiab non-EAF steel yog 1.376,800 tons thiab 1.472,300 tons raws li.Warburg Securities kwv yees tias lub ntiaj teb tag nrho cov kev thov yuav nce ntxiv nyob rau hauv tsib xyoos tom ntej no thiab ncav cuag li 2.104,400 tons hauv 2025. Qhov kev thov rau hluav taws xob rau hluav taws xob steel suav rau feem coob, uas kwv yees txog 1,809,500 tons hauv 2025.
Piv nrog rau cov tshuab hluav taws xob ua hluav taws xob ua hluav taws xob, hluav taws xob rauv hluav taws xob ua kom muaj txiaj ntsig zoo hauv cov pa roj carbon emissions.Piv nrog rau cov hlau ore steel ua, steel ua nrog 1 tuj ntawm seem hlau tuaj yeem txo 1.6 tons ntawm carbon dioxide emissions thiab 3 tons ntawm cov khoom pov tseg emissions.Brokerage kev tshawb fawb hais tias hluav taws xob rauv thiab blast furnace steel ib tuj ntawm carbon emission ratio nyob rau hauv 0.5: 1.9 qib.Cov kws tshawb fawb brokerage tau hais tias, "kev txhim kho ntawm hluav taws xob rauv hlau yuav tsum yog qhov sib txawv."
Nyob rau lub Tsib Hlis, Ministry of Industry thiab Information Technology tau tshaj tawm tsab ntawv ceeb toom ntawm Kev Siv Kev Ntsuas Kev Hloov Peev Xwm ntawm Kev Lag Luam Hlau thiab Hlau, uas tau ua tiav nyob rau lub Rau Hli 1. Kev siv cov kev ntsuas rau kev hloov peev xwm yuav ua rau muaj txiaj ntsig zoo ntawm kev hloov steel thiab nthuav cov chaw tseem ceeb rau kev tiv thaiv huab cua thiab tswj.Cov koom haum ntseeg hais tias txoj kev hloov peev txheej tshiab yuav txo tau cov peev txheej steel ntxiv, sib sau ua ke cov kev lag luam steel los daws cov peev txheej ntau dhau.Nyob rau tib lub sijhawm, kev ua raws li kev hloov kho tshiab yuav ua kom txoj kev loj hlob ntawm eAF, thiab qhov kev faib ua feem ntawm eAF steel yuav nce tsis tu ncua.
Graphite electrode yog cov khoom tseem ceeb ntawm lub cub hluav taws xob, txhawb nqa los ntawm qhov kev thov ntawm lub tshuab hluav taws xob, nws qhov kev thov yuav tsum tau nce ntxiv, graphite electrode cuam tshuam los ntawm nws cov nqi.
Tus nqi loj hloov pauv: cov yam ntxwv cyclical
Los ntawm 2014 mus rau 2016, lub ntiaj teb no graphite electrode lag luam poob vim tsis muaj zog downstream xav tau, thiab graphite electrode nqi tseem qis.Nyob rau hauv 2016 nrog graphite electrode manufacturers rau kab muaj peev xwm tawm hauv qab no raug nqi, kev sib raug zoo cov khoom muag mus rau qhov tsawg, 2017 txoj cai kawg tshem tawm DeTiaoGang nruab nrab zaus rauv, ib tug loj tus naj npawb ntawm cov hlau nyob rau hauv steel rauv, graphite electrode kev lag luam nyob rau hauv Tuam Tshoj nyob rau hauv lub thib ob ib nrab ntawm 2017 qhov kev thov nce ntxiv, vim tias qhov kev thov nce ntxiv rau graphite electrode koob coke ntawm cov khoom siv raw khoom tau nce siab hauv 2017, Hauv 2019, nws tau mus txog peb $ 3,769.9 ib tuj, nce 5.7 npaug ntawm 2016.
Post lub sij hawm: Oct-15-2021