Ua ntej, tus nqi
Cov yam ntxwv zoo: tus nqi ntawm rab koob coke tuaj txawv teb chaws hauv Suav teb yog nce los ntawm $ 100 / ton, thiab tus nqi yuav raug siv los ntawm Lub Xya Hli, uas yuav ua rau tus nqi ntawm cov koob coke zoo hauv Suav teb nce ntxiv nrog rau nws.Tus nqi tsim khoom ntawm ultra-siab zog graphite electrode tseem nce siab nyob rau theem siab.
Cov yam ntxwv tsis zoo: qis leej faj roj coke ua lag luam tus nqi nce sai heev, tsis ntev los no cov roj sulfur coke ua lag luam tsis muaj zog, tus nqi maj mam rov qab mus rau qhov tsim nyog.Tsawg sulfur calcined burning nqi sab tsis muaj zog, ua ke nrog tsawg sulfur calcined burning refinery tus me nyuam tsis du, tus nqi kuj poob, ua rau pom tseeb tos-thiab-pom kev xav nyob rau hauv lub lag luam graphite electrode.
Feem ntau: txawm hais tias tus nqi qis ntawm cov roj av coke tau poob, tab sis raws li tib lub sijhawm xyoo tas los tseem muaj 68.12% nce;Tus nqi ntawm cov koob coke hauv tsev rau graphite electrode raw khoom yog siab, thiab tus nqi ntawm cov koob coke tuaj txawv teb chaws tau nce.Tam sim no, tus nqi ntawm domestic koob coke rau graphite electrode yog hais txog 9000-10000 yuan / tuj.Tus nqi ntawm rab koob coke tuaj txawv teb chaws yog kwv yees li USD1600-1800 / ton, thiab tus nqi ntawm cov thee pitch fluctuates nyob rau hauv siab thiab nqaim ntau.Lub Hoobkas siv ntawm kev hloov kho asphalt siv rau cov khoom graphite yog 5650 yuan / ton, thiab cov nqi ntawm graphite electrode kev lag luam tseem siab.
Daim duab
Thib ob, cov khoom siv sab nraud
Kev lag luam tsis ntev los no ntawm graphite electrode tseem muaj kev txhawb nqa zoo, cov kev tsom xam tshwj xeeb yog raws li hauv qab no:
1. Graphite electrode kev lag luam tag nrho cov khoom muag tseem khaws cia nyob rau theem qis thiab tsim nyog, graphite electrode cov tuam txhab tau hais tias cov lag luam tsis muaj cov khoom muag ntau tshaj, graphite electrode kev ua lag luam tag nrho tsis muaj cov khoom muag thiab tsis muaj qhov siab.
2. Nws tau nkag siab tias tam sim no, qee lub tuam txhab graphite electrode hais tias qee qhov tshwj xeeb ntawm graphite electrode yog tawm ntawm cov khoom lag luam (tsuas yog rau ultra-siab zog 450mm), uas qhia tau hais tias cov khoom ntawm ultra-siab zog me me thiab nruab nrab specifications. tseem tsis muaj zog thiab nruj.
3. Nyob rau lub Rau Hli, raws li kev tawm tswv yim ib feem ntawm lub ntsiab ntawm graphite electrode tuam txhab ntawm Tuam Tshoj zoo siab koob coke cov kev pab cuam yog nruj, thiab vim hais tias ib tug British koob coke tuam txhab Tej zaum 2 - txij nkawm, import koob coke txog lub Xya hli ntuj thiab lub yim hli ntuj mus rau lub chaw nres nkoj. , ua rau muaj qhov tsis txaus ntawm rab koob coke muab ntau cov khoom siv hauv Suav teb, vim li ntawd, ib feem ntawm cov khoom siv hluav taws xob ultra siab zog graphite electrode cov tuam txhab loj loj ntau lawm, Tam sim no, cov khoom siv ntawm ultra-siab specification graphite electrode nyob rau hauv kev ua lag luam yog nruj. tshuav nyiaj li cas.
4. Muaj kev cuam tshuam los ntawm tus nqi nce ntawm Tuam Tshoj tus xaim koob coke, qee lub tuam txhab graphite electrode tsis kam muag, thiab tag nrho cov khoom lag luam graphite electrode tsis muaj zog thiab nruj.
Thib peb, qhov kev thov qis qis
zoo
1. Tsis ntev los no, qhov pib ntawm hluav taws xob rauv steel mills downstream ntawm graphite electrode yog qhov ruaj khov.Qhov nruab nrab kev khiav hauj lwm tus nqi ntawm hluav taws xob rauv steel mills yeej ib txwm tau khaws cia ntawm li 70%, thiab qhov nruj ntawm graphite electrode yuav tsum tau ruaj khov.
2. Tsis ntev los no, kev lag luam xa tawm ntawm graphite electrode yog ruaj khov.Raws li kev txheeb cais ntawm cov ntaub ntawv kev lis kev cai, nyob rau lub Tsib Hlis 2021, lub export ntim ntawm Tuam Tshoj tus graphite electrode yog 34,600 tons, nrog rau ib hlis-rau-hli nce ntawm 5.36% thiab ib xyoo-rau-xyoo nce ntawm 30.53%.Txij Lub Ib Hlis Ntuj txog Lub Tsib Hlis 2021, Tuam Tshoj tus xa tawm ntawm graphite electrodes tag nrho 178,500 tons, nce 25.07% nyob rau tib lub sijhawm xyoo tas los.Thiab nws tau nkag siab tias qee cov tuam txhab graphite electrode kuj tau nthuav tawm cov khoom lag luam zoo thiab kev lag luam xa tawm yog qhov ruaj khov.
3. Tsis ntev los no silicon hlau ua lag luam rauv ntim ntim tau maj mam nce, raws li lub Rau Hli 17, tus naj npawb ntawm silicon hlau rauv piv nrog rau thaum xaus ntawm lub Tsib Hlis tau nce los ntawm 10, Baichuan statistical furnace number 652, tus naj npawb ntawm lub cub tawg 246. Qhov kev thov rau lub zog zoo tib yam graphite electrode ruaj khov, nruab nrab thiab me me nce.
tsis zoo
1. Hluav taws xob cua sov steel, vim tsis ntev los no off-season nyob rau hauv kev lag luam, cav ntoo muag tsis kam, ua ke nrog cov nqi ntoo tsis ntev los no tseem tsis muaj zog, thiab cov ntoo nqi poob yog ntau dua li cov khoom seem steel nqi poob, hluav taws xob rauv steel profits nyob rau hauv compression. , ua ke nrog cov tsis ntev los no tsis tshua muaj leej faj roj av coke nqi, steel mills rau graphite electrode nqi tos-thiab-saib mus ob peb vas, muaj kev thov rau cov khoom graphite electrode cwj pwm.
2. Graphite electrode export nkoj freight nqi yog tseem siab, mus rau ib tug tej yam, hinder lub export ntawm graphite electrode.
Tom qab kev lag luam kev lag luam: txawm hais tias kev lag luam graphite electrode tsis ntev los no muaj qee yam tos-thiab-saib mus ob peb vas, tab sis tag nrho cov nqi tsim khoom ntawm graphite electrode kev lag luam tseem siab, lub superposition ntawm graphite electrode mov sab tseem tsis muaj zog thiab nruj, zoo mainstream graphite. Electrode tuam txhab muab kev ruaj ntseg, xav kom ruaj khov rau tag nrho graphite electrode lag luam nqi lag luam.Tsis tas li ntawd, tus nqi nce ntawm cov koob tuaj txawv teb chaws txhawb nqa tus nqi ntawm graphite electrode.Nyob rau hauv kev cuam tshuam ntawm lub hlwb ntawm mainstream graphite electrode tuam txhab, tseem muaj ib tug bullish sentiment ntawm lub ultra-siab zog thiab loj specification graphite electrode.
Post lub sij hawm: Jun-25-2021