Ua ntej, qhov kev tshuaj xyuas tus nqi sib txawv
Nyob rau hauv peb lub hlis thawj zaug ntawm xyoo 2021, Tuam Tshoj tus nqi graphite electrode muaj zog, feem ntau tau txais txiaj ntsig los ntawm tus nqi khoom siv raw siab, txhawb nqa kev nce ntxiv ntawm tus nqi graphite electrode, kev nyuaj siab ntawm kev tsim khoom lag luam, kev txaus siab rau tus nqi lag luam muaj zog, thiab kev muab cov peev txheej me thiab nruab nrab yog nruj, uas pab txhawb kev nce ntxiv ntawm tus nqi graphite electrode.
Tuam Tshoj txoj kev lag luam graphite electrode hauv lub quarter thib ob tom qab kev ruaj khov sai sai. Qhov kev nce sai sai no feem ntau pom thaum lub Plaub Hlis, cov chaw ua hlau pib ib qho kev sib tw tshiab, cov chaw ua hlau hluav taws xob hauv qab nthab nrog cov nyiaj tau los siab thiab pib siab, qhov kev thov graphite electrode zoo. Ntawm qhov tod tes, Inner Mongolia muaj kev siv hluav taws xob ob npaug, kev muab graphite nruj, thiab kev muab graphite electrodes txo qis, ua rau lub zog ntawm tus nqi ntawm graphite electrodes nce ntxiv. Txawm li cas los xij, txij lub Tsib Hlis mus txog rau Lub Rau Hli, cov nqi roj av coke raw khoom tsis zoo, ua ke nrog kev txo qis hauv qab nthab, cov nqi graphite electrode nce qis.
Nyob rau hauv peb lub hlis twg, tus nqi ntawm graphite electrode hauv Suav teb tau ruaj khov thiab tsis muaj zog, thiab qhov kev thov ib txwm muaj thaum lub caij tawm, ua ke nrog sab kev muab khoom muaj zog, qhov tsis sib xws ntawm kev muab khoom thiab kev thov ua rau tus nqi graphite electrode poob qis. Hais txog cov khoom siv raw, tus nqi txuas ntxiv nce siab, thiab nyob rau hauv qhov kev nyuaj siab ntawm tus nqi, tus nqi ntawm graphite electrode muaj zog. Txawm li cas los xij, qee lub tuam txhab graphite electrode tau tshem tawm cov chaw khaws khoom sai sai thiab rov qab tau nyiaj, ua rau tus nqi graphite electrode poob qis thaum pib thiab thaum kawg ntawm peb lub hlis twg.
Nyob rau hauv lub quarter thib plaub, vim muaj kev cuam tshuam ntawm kev tsim khoom hauv tsev thiab kev txwv hluav taws xob, cov nqi khoom siv raw hauv tsev tseem nce siab, nrog rau cov roj sulfur tsawg coke, asphalt nce siab dua, tus nqi hluav taws xob siab, Inner Mongolia thiab lwm qhov chaw ntawm graphite muab khoom nruj thiab tus nqi siab, tus nqi txhawb nqa tus nqi ntawm graphite electrodes hauv Suav teb. Txawm li cas los xij, txawm hais tias kev tsim khoom thiab kev txwv hluav taws xob tau cuam tshuam rau cov tuam txhab graphite electrode, tab sis cov hlau hluav taws xob downstream pib qis, cov nyiaj tau los qis, tab sis kuj ua rau kev poob qis ntawm kev thov ua lag luam, kev muab khoom thiab kev thov tsis muaj zog, tus nqi rov qab siab dua. Tsis muaj kev thov, tsuas yog tus nqi tsav, thiab tus nqi nce tsis muaj kev txhawb nqa ruaj khov, yog li lub sijhawm luv luv tus nqi rub rov qab tau dhau los ua qhov xwm txheej ib txwm muaj.
Feem ntau, qhov kev poob siab tag nrho ntawm Tuam Tshoj txoj kev lag luam graphite electrode hauv xyoo 2021 muaj zog heev. Ntawm ib sab tes, tus nqi khoom siv raw yuav txhawb nqa kev nce thiab nqis ntawm tus nqi graphite electrode, thiab ntawm qhov tod tes, qhov pib thiab qhov txiaj ntsig ntawm cov hlau fais fab cua sov tau ua rau kev nce thiab nqis ntawm tus nqi graphite electrode. Kev nce thiab nqis ntawm kev lag luam graphite electrode hauv xyoo 2021 tso tseg qhov cuam tshuam ntawm kev muab khoom, uas muaj tus nqi khoom siv raw thiab kev thov qis, piav qhia txog kev hloov pauv ntawm tus nqi ntawm graphite electrodes thoob plaws hauv ib xyoos.
II. Kev tshuaj xyuas tus nqi thiab cov nyiaj tau los
Los ntawm kev tshuaj xyuas tus nqi ntawm cov electrode graphite muaj zog heev, piv txwv li, hauv Jiangsu cov electrode graphite muaj zog heev 500, qhov nyiaj tau los ntawm lub quarter thib ob ntawm lub Tsib Hlis tau txog 5229 yuan / ton, qhov nyiaj tau los qis tshaj plaws ntawm lub Cuaj Hlis thib peb - 1008 yuan / ton, los ntawm kev xav ntawm kev ua lag luam xyoo 2021, qhov nyiaj tau los ntawm lub zog graphite electrode feem ntau tseem muaj kev loj hlob zoo, piv rau xyoo 2018-2020, kev lag luam graphite electrode ntawm Tuam Tshoj tau nkag mus rau theem kev loj hlob zoo.
Raws li Fangda Carbon cov txiaj ntsig nyiaj txiag hauv peb lub hlis thawj zaug ntawm xyoo 2021, qhov kev loj hlob ntawm cov nyiaj tau los yog 71.91% hauv peb lub hlis thawj zaug, 205.38% hauv peb lub hlis thib ob, thiab 83.85% hauv peb lub hlis thib peb. Lub peb hlis thib ob ntawm xyoo 2021 kuj yog lub sijhawm ntawm kev loj hlob sai ntawm cov nyiaj tau los.
Qhov thib peb, kev tshuaj xyuas qhov xav tau
(1) Cov yam ntxwv txawv teb chaws
Xyoo 2021, Tuam Tshoj cov khoom xa tawm graphite electrode tag nrho yuav ncav cuag 400,000 tons, nce 19.55% xyoo-rau-xyoo, dhau qib xyoo 2020. Txij lub Ib Hlis mus txog rau lub Kaum Ib Hlis cov ntaub ntawv xa tawm, cov khoom xa tawm tau ncav cuag 391,200 tons. Xyoo 2021, nws feem ntau cuam tshuam los ntawm cov yam ntxwv ruaj khov ntawm kev sib kis hauv tsev, thiab txhua yam haujlwm tau ua tiav ntau dua, ua rau muaj kev xa tawm ntau ntxiv.
Xyoo 2021, Tuam Tshoj txoj kev xa khoom graphite electrode tag nrho muaj zog heev, los ntawm kev tawm tsam ntawm kev lag luam thoob ntiaj teb, piv rau xyoo 2021 thiab 2019 kev lag luam, qhia tau tias muaj kev sib txawv loj heev, xyoo 2019 Tuam Tshoj txoj kev xa khoom graphite electrode feem ntau yog nyob nruab nrab ntawm Lub Peb Hlis-Cuaj Hlis, Lub Peb Hlis-Xya Hli graphite electrode xa khoom nce ntxiv, Lub Peb Hlis-Cuaj Hlis xa khoom suav txog 66.84% ntawm kev xa khoom txhua xyoo, thiab xyoo 2021, kev xa khoom ruaj khov thiab tsis muaj zog, Lub Peb Hlis thiab Kaum Ib Hlis ntxiv rau kev loj hlob sai, tag nrho cov kev xa khoom txhua peb lub hlis yog kwv yees li sib npaug.
(2) Kev thov hauv tebchaws
Cov tsev kawm ntawv cuam tshuam tau tso tawm: xyoo 2021, Tuam Tshoj cov hlau nyoos tsim tawm yog 1.040 billion tons, poob qis 2. 3% xyoo-rau-xyoo, Tuam Tshoj qhov kev thov graphite electrode yog 607,400 tons, thiab xyoo 2021, Tuam Tshoj cov graphite electrode tsim tawm yuav tshaj 1.2 lab tons.
Los ntawm qhov kev thov tam sim no hauv tsev thiab txawv teb chaws, Tuam Tshoj cov graphite electrodes nyob rau hauv lub xeev ntawm overcapacity. Nws kuj tsis ncaj qha ua rau tam sim no domestic graphite electrode tus nqi yog nyuaj rau rov qab mus rau lub sijhawm ntawm cov nyiaj tau siab.
Kev kwv yees ntawm kev lag luam graphite electrode hauv tebchaws xyoo 2022
Kev Tsim Khoom: thaum Lub Ib Hlis-Lub Ob Hlis, cov tuam txhab graphite electrode tseem ceeb tswj hwm lub xeev tsim khoom ib txwm muaj, tab sis thaum lub caij ntuj no kev tiv thaiv ib puag ncig huab cua los txog, mus rau Lub Ib Hlis, Inner Mongolia, Shanxi, Hebei, Henan, Shandong, Liaoning thiab lwm qhov chaw yuav ntsib kev tswj hwm kev tsim khoom, kev ua lag luam pib poob qis thiab tswj hwm qis, tom qab Lub Peb Hlis kev ua lag luam graphite electrode tag nrho cov khoom siv qhov chaw nruj.
Cov khoom muag, nyob rau hauv lub quarter thib plaub ntawm 2021, kev xav tau ntawm kev ua lag luam tseem tsis tau xav txog, kev xav tau ntawm kev ua lag luam txawv teb chaws los ntawm kev sib kis dua, cov khoom muag xyoo tshiab tsis muaj zog, cov khoom lag luam graphite electrode, txawm hais tias qee lub tuam txhab ua kom cov peev txheej txo qis kev muag khoom, tab sis kev rov qab los ntawm kev thov tsis pom tseeb, thiab ua kom kev sib tw ua lag luam sai dua, cov khoom muag tsis siab, tab sis kev xav pom tseeb dua.
Hais txog kev thov, Tuam Tshoj txoj kev lag luam graphite electrode xav tau qhov chaw feem ntau yog pom hauv kev lag luam hlau, kev lag luam xa tawm thiab kev lag luam hlau thiab silicon. Kev lag luam hlau thiab hlau: txij lub Ib Hlis mus txog rau lub Ob Hlis, kev lag luam hlau pib qis, cov hlau cog graphite electrode muaj cov khoom muag thaum ntxov, lub tshuab hluav taws xob pib lossis dav dav, nyob rau lub sijhawm luv luv, kev txaus siab rau kev yuav khoom ntawm cov hlau mills tsis muaj zog, nyob rau lub sijhawm luv luv, qhov kev thov qis qis muaj kev cuam tshuam me ntsis rau kev lag luam graphite electrode. Kev lag luam Silicon: Kev lag luam silicon tsis tau dhau lub sijhawm qhuav. Nyob rau lub sijhawm luv luv, kev lag luam hlau silicon txuas ntxiv pib qaug zog ua ntej lub xyoo, thiab qhov kev thov rau graphite electrodes txuas ntxiv mus ua qhov ruaj khov thiab qaug zog ua ntej lub xyoo.
Hais txog kev xa khoom tawm, kev thauj khoom ntawm nkoj tseem siab, thiab kev nkag siab ntawm cov kws tshaj lij xav tias tus nqi thauj khoom yuav txuas ntxiv mus rau siab rau ib lub sijhawm, uas yuav txo qis hauv xyoo 2022. Tsis tas li ntawd, qhov kev sib tsoo ntawm chaw nres nkoj thoob ntiaj teb tau nyob ib puag ncig xyoo 2021. Piv txwv li, hauv Tebchaws Europe thiab East Asia, qhov nruab nrab ncua sijhawm ntawm 18 hnub, ntau dua 20% dua li yav dhau los, ua rau tus nqi thauj khoom siab dua. EU tau ua qhov kev tshawb nrhiav tiv thaiv kev pov tseg ntawm cov electrodes graphite hauv Suav teb. Mus rau Suav teb
Lub sijhawm tshaj tawm: Lub Ib Hlis-10-2022