Imported koob coke nqi nce, thiab cov nqi ntawm ultra-siab thiab loj-loj graphite electrodes tseem bullish kev cia siab

1. Tus nqi
Cov yam ntxwv zoo: Tus nqi ntawm cov koob coke tuaj txawv teb chaws los ntawm Tuam Tshoj tau nce los ntawm US $ 100 / ton, thiab tus nqi nce ntxiv yuav raug coj los siv rau lub Xya Hli, uas yuav ua rau tus nqi ntawm cov koob coke zoo hauv Suav teb ua raws, thiab kev tsim khoom. tus nqi ntawm ultra-siab zog graphite electrodes tseem siab Up.
Cov yam tsis zoo: Cov nqi qis-sulfur petroleum coke kev lag luam tus nqi tau nce sai heev nyob rau lub sijhawm thaum ntxov, thiab qis-sulfur petroleum coke kev lag luam tau ua haujlwm tsis muaj zog tsis ntev los no, thiab tus nqi tau maj mam rov qab mus rau qhov muaj nuj nqis. Tus nqi ntawm cov tshuaj uas tsis muaj sulfur calcined coke tau tsis muaj zog, ua ke nrog cov khoom xa tawm tsis zoo los ntawm cov khoom siv hluav taws xob qis qis qis, thiab cov nqi kuj tau poob qis, ua rau pom tseeb tos-thiab-pom kev xav hauv kev lag luam graphite electrode.
Ntawm tag nrho: Txawm hais tias tus nqi qis-sulfur petroleum coke tau poob, nws tseem muaj 68.12% nce ntxiv rau tib lub sijhawm xyoo tas los; tus nqi ntawm cov koob coke hauv tsev raws li cov khoom siv raw rau graphite electrodes yog siab thiab tus nqi ntawm cov koob txhaj tshuaj tuaj txawv teb chaws tau nce. Tam sim no, domestic graphite electrodes Tus nqi ntawm koob coke yog hais txog 9000-10000 yuan / tuj; tus nqi ntawm imported koob coke yog hais txog 1600-1800 US dollars / ton. Tus nqi ntawm cov thee pitch fluctuates ntawm ib theem siab thiab nyob rau hauv ib tug nqaim ntau yam. Kev hloov kho suab rau cov khoom graphite yog 5650 yuan / ton. , Tag nrho cov nqi ntawm graphite electrode kev lag luam tseem siab.
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2. Nyob rau sab muab khoom
Nyob rau yav tom ntej, tseem muaj kev txhawb nqa zoo rau kev muab cov graphite electrodes hauv khw. Kev tsom xam tshwj xeeb yog raws li hauv qab no:
1. Tag nrho cov khoom muag ntawm graphite electrode kev lag luam tseem nyob rau theem qis thiab tsim nyog. Feem ntau cov tuam txhab graphite electrode qhia tias lawv tsis muaj cov khoom lag luam ntau dhau, thiab kev lag luam graphite electrode tag nrho yog qhov tsis muaj cov khoom muag thiab siab.
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2. Nws tau nkag siab tias qee lub tuam txhab graphite electrode tam sim no qhia tias qee qhov graphite electrode specifications tawm ntawm Tshuag (feem ntau yog ultra-siab zog 450mm). Nws tuaj yeem pom tias cov khoom siv ntawm ultra-siab zog nruab nrab thiab me me specifications tseem tuav lub xeev tsis muaj zog.
3. Raws li kev tawm tswv yim los ntawm qee lub tuam txhab graphite electrode, cov khoom siv ntawm cov khoom siv koob coke zoo hauv Suav teb tau nruj rau lub Rau Hli, thiab vim yog kev saib xyuas ntawm lub tuam txhab koob coke hauv tebchaws United Kingdom txij lub Ob Hlis mus txog rau lub Tsib Hlis, cov koob tuaj txawv teb chaws. coke tuaj txog hauv Hong Kong thaum Lub Xya Hli thiab Lub Yim Hli, ua rau Tuam Tshoj tus ntshuam Cov khoom ntawm rab koob coke yog luv luv. Muaj kev cuam tshuam los ntawm qhov no, qee lub tuam txhab graphite electrode tseem ceeb tau thaiv cov khoom ntawm ultra-high-power thiab loj-loj graphite electrodes. Tam sim no, cov khoom siv ntawm ultra-high-loj graphite electrodes nyob rau hauv kev ua lag luam yog nyob rau hauv ib tug nruj nruj lub xeev.
4. Muaj kev cuam tshuam los ntawm qhov nce ntawm tus nqi ntawm cov koob coke tuaj txawv teb chaws los ntawm Tuam Tshoj, qee lub tuam txhab graphite electrode tsis kam muag, thiab cov khoom lag luam ntawm graphite electrode feem ntau tsis muaj zog thiab nruj.
3. Kev thov hauv qab
Cov yam ntxwv zoo
1. Tsis ntev los no, kev ua haujlwm ntawm cov hluav taws xob hauv hluav taws xob hauv hluav taws xob steel cov nroj tsuag ntawm graphite electrodes tau ruaj khov, thiab qhov nruab nrab kev khiav hauj lwm ntawm hluav taws xob rauv steel nroj tsuag yeej ib txwm khaws cia ntawm li 70%, thiab cov graphite electrode tsuas yog yuav tsum tau ruaj khov.
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2. Lub graphite electrode export lag luam tau txais kev txhawb nqa tsis ntev los no. Raws li kev lis kev cai txheeb cais, Tuam Tshoj tus graphite electrode export ntim yog 34,600 tons nyob rau hauv lub Tsib Hlis 2021, nce 5.36% lub hli-rau-hli thiab ib xyoos-rau-xyoo nce ntawm 30.53%; Tuam Tshoj tag nrho cov graphite electrode xa tawm los ntawm Lub Ib Hlis Ntuj txog Lub Tsib Hlis 2021 Nws yog 178,500 tons, ib xyoos ib zaug nce ntawm 25.07%. Thiab nws tau nkag siab tias qee lub tuam txhab graphite electrode kuj tau hais tias lawv cov khoom xa tawm tau zoo thiab kev lag luam xa tawm kuj tseem ruaj khov.
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Cov duab 20210519163226

3. Tsis ntev los no, tus naj npawb ntawm cov furnaces nyob rau hauv silicon hlau ua lag luam tau maj mam nce. Raws li lub Rau Hli 17, tus naj npawb ntawm silicon hlau rauv tau nce 10 piv nrog rau lub Tsib Hlis kawg. Tus naj npawb ntawm cov furnaces nyob rau hauv Baichuan cov txheeb cais yog 652 thiab tus naj npawb ntawm furnaces yog 246. Qhov kev thov rau cov hluav taws xob zoo tib yam graphite electrodes tau qhia ib tug khov kho, nruab nrab thiab me me.
Yam tsis zoo
1. Hais txog hluav taws xob rauv hlau, vim lub caij tsis ntev los no hauv kev lag luam, kev muag khoom ntawm cov khoom tiav tau cuam tshuam, thiab cov nqi ntawm cov khoom tiav tau txuas ntxiv tsis muaj zog tsis ntev los no, thiab cov nqi ntawm cov khoom tiav tau poob ntau dua li cov khoom tiav. tus nqi ntawm raw scrap steel. Cov nyiaj tau los ntawm cov hluav taws xob cua sov steel nroj tsuag tau raug compressed, thiab tus nqi qis-sulfur petroleum coke tau poob tsis ntev los no. , steel mills muaj kev tos-thiab-pom kev xav ntawm tus nqi ntawm graphite electrodes, thiab muaj qee tus nqi txo tus cwj pwm ntawm kev yuav khoom graphite electrode.
2. Tus nqi thauj khoom ntawm graphite electrode export ships tseem siab, uas cuam tshuam kev xa tawm ntawm graphite electrodes rau qee yam.
Kev ua lag luam pom zoo: Txawm hais tias muaj qee yam tos-thiab-pom kev xav hauv kev lag luam graphite electrode tsis ntev los no, tag nrho cov nqi tsim khoom ntawm graphite electrode kev lag luam tseem siab, thiab cov khoom siv ntawm superimposed graphite electrodes tseem tsis muaj zog thiab nruj, uas yog qhov zoo. rau lub zog quotes ntawm mainstream graphite electrode tuam txhab uas muag. Nws xav tias tag nrho cov nqi ruaj khov ntawm graphite electrode kev lag luam yuav ua haujlwm raws li tus Tswv. Tsis tas li ntawd, tus nqi nce siab ntawm cov koob tuaj txawv teb chaws txhawb nqa tus nqi ntawm graphite electrodes. Raws li kev cuam tshuam ntawm mainstream graphite electrode tuam txhab uas muag tsis kam muag, lawv tseem bullish ntawm ultra-high-power loj-loj graphite electrodes.


Post lub sij hawm: Lub Xya hli ntuj-02-2021