Ua ntej, tus nqi sib piv
Nyob rau hauv thawj peb lub hlis twg ntawm 2021, Tuam Tshoj tus graphite electrode tus nqi sib txawv yog muaj zog, feem ntau tau txais txiaj ntsig los ntawm cov khoom siv raw khoom siab, txhawb kev nce siab ntawm graphite electrode nqi, kev lag luam siab, kev lag luam tus nqi txaus siab, thiab cov khoom me me thiab Qhov nruab nrab qhov tshwj xeeb cov peev txheej yog nruj, uas tau txais txiaj ntsig tag nrho ntawm graphite electrode nqi.
Tuam Tshoj lub graphite electrode kev lag luam nyob rau hauv lub quarter thib ob tom qab ib tug ceev upward stability.Qhov ceev ceev yog feem ntau xav txog nyob rau hauv lub Plaub Hlis, cov steel mills pib ib tug tshiab kev sib tw, lub downstream hluav taws xob rauv steel mills nrog high profit thiab siab pib, zoo graphite electrode thov. . Ntawm qhov tod tes, Inner Mongolia muaj dual lub zog noj, cov khoom siv ntawm graphite yog nruj, thiab cov khoom siv ntawm graphite electrodes raug txo, nce lub zog ntawm tus nqi ntawm graphite electrodes.Txawm li cas los xij, txij lub Tsib Hlis mus rau Lub Rau Hli, cov khoom siv roj av coke. tus nqi yog qhov tsis zoo, ua ke nrog kev txo qis qis, graphite electrode nqi nce tsis muaj zog.
Nyob rau hauv lub quarter thib peb, tus nqi ntawm graphite electrode nyob rau hauv Tuam Tshoj yog ruaj khov thiab tsis muaj zog, thiab cov tsoos thov off-season, ua ke nrog rau cov khoom muaj zog, qhov tsis sib haum ntawm cov khoom thiab kev thov ua rau poob ntawm graphite electrode nqi. raw cov ntaub ntawv, tus nqi txuas ntxiv mus, thiab nyob rau hauv lub siab ntawm tus nqi, tus nqi ntawm graphite electrode muaj zog.Txawm li cas los xij, qee lub tuam txhab graphite electrode sai sai tshem cov khoom lag luam thiab cov nyiaj rov qab, uas ua rau poob ntawm graphite electrode nqi thaum pib thiab xaus ntawm peb lub hlis twg.
Nyob rau hauv lub quarter thib plaub, vim muaj kev cuam tshuam ntawm kev tsim hluav taws xob hauv tsev thiab kev txwv hluav taws xob, cov khoom siv raw khoom hauv tsev tau nce ntxiv, nrog cov roj sulfur tsawg coke, asphalt tau nce ntau dua, cov nqi hluav taws xob siab, Inner Mongolia thiab lwm qhov chaw ntawm graphite mov yog nruj thiab tus nqi siab, tus nqi txhawb tus nqi ntawm graphite electrodes nyob rau hauv Suav teb.Txawm li cas los xij, txawm li cas los xij, txawm li cas los xij, ntau lawm thiab lub zog txwv tau cuam tshuam rau cov lag luam graphite electrode, tab sis cov downstream hluav taws xob rauv steel pib qis, tsis tshua muaj txiaj ntsig, tab sis kuj ua rau kev lag luam poob qis, cov khoom siv thiab kev thov tsis muaj zog, tus nqi thim rov qab yog siab dua.Tsis muaj qhov xav tau, tsuas yog tus nqi tsav, thiab tus nqi nce tsis muaj kev txhawb nqa ruaj khov, yog li luv luv nqi rub rov qab los ua ib qho tshwm sim qee zaus.
Feem ntau, tag nrho kev poob siab ntawm Tuam Tshoj txoj kev lag luam graphite electrode hauv 2021 muaj zog.Ntawm qhov tod tes, cov khoom siv raw khoom yuav txhawb nqa qhov nce thiab poob ntawm graphite electrode nqi, thiab ntawm qhov tod tes, qhov pib thiab cov txiaj ntsig ntawm hluav taws xob rauv steel mills tau zoo ua rau qhov nce thiab poob ntawm graphite electrode nqi.Qhov nce thiab Lub caij nplooj zeeg ntawm graphite electrode kev lag luam hauv xyoo 2021 tso tseg qhov cuam tshuam ntawm cov khoom siv, suav nrog tus nqi raw khoom thiab kev thov qis qis, piav qhia tus nqi hloov pauv ntawm graphite electrodes thoob plaws hauv lub xyoo.
II.Kev txheeb xyuas tus nqi thiab nyiaj tau los
Los ntawm ultra siab zog graphite electrode nqi tsom xam, nyob rau hauv Jiangsu ultra siab zog graphite electrode 500, piv txwv li, lub thib ob peb lub hlis twg cov nyiaj tau los txog 5229 yuan / ton, peb lub Cuaj Hli Ntuj qis tshaj-1008 yuan / ton, los ntawm kev xav ntawm 2021 kev ua lag luam, ntau tshaj li lub zog graphite electrode cov nyiaj tau los feem ntau lub sijhawm tswj kev txhim kho zoo, piv nrog 2018-2020, Tuam Tshoj txoj kev lag luam graphite electrode pib nkag mus rau theem benign.
Raws li Fangda Carbon cov txiaj ntsig nyiaj txiag hauv thawj peb lub hlis twg ntawm 2021, cov txiaj ntsig kev loj hlob yog 71.91% hauv thawj peb lub hlis twg, 205.38% hauv lub quarter thib ob, thiab 83.85% hauv peb lub hlis twg.Lub quarter thib ob ntawm 2021 kuj yog lub sijhawm ntawm kev loj hlob sai.
Thib peb, kev soj ntsuam xav tau
(1) Kev txawv teb chaws
Nyob rau hauv 2021, Tuam Tshoj tag nrho cov graphite electrode exports yuav tsum mus txog 400,000 tons, nce 19.55% xyoo nyob rau hauv lub xyoo, tshaj 2020 qib.Los ntawm Lub ib hlis ntuj mus rau lub Kaum Ib Hlis cov ntaub ntawv xa tawm, xa tawm mus txog 391,200 tons.In 2021, nws yog feem ntau cuam tshuam los ntawm kev ruaj khov. yam tseem ceeb ntawm kev kis mob hauv tsev, thiab tag nrho cov kev ua haujlwm tau ua kom muaj kev sib koom ua ke, nce tus naj npawb ntawm cov khoom xa tawm.
Xyoo 2021 Tuam Tshoj tus graphite electrode xa tawm tag nrho cov qauv muaj zog, los ntawm qhov tshwm sim ntawm kev lag luam thoob ntiaj teb kev lag luam, piv nrog rau xyoo 2021 thiab 2019 kev ua lag luam, pom qhov sib txawv zoo, 2019 Tuam Tshoj graphite electrode xa tawm feem ntau yog nyob nruab nrab ntawm Lub Peb Hlis-Cuaj Hlis, Lub Peb Hlis-Lub Xya Hli graphite electrode xa tawm. nce, Lub Peb Hlis-Tsib Hlis Kev xa tawm tau tuav 66.84% ntawm kev xa tawm txhua xyoo, thiab hauv 2021, kev xa tawm ruaj khov thiab tsis muaj zog, Lub Peb Hlis thiab Kaum Ib Hlis ntxiv rau kev loj hlob sai, tag nrho cov khoom xa tawm txhua lub hlis twg yog qhov sib npaug.
(2) Kev thov hauv tsev
Cov koom haum cuam tshuam tau tso tawm: xyoo 2021, Tuam Tshoj cov khoom siv hlau tsis zoo yog 1.040 billion tons, nqis 2. 3% xyoo rau xyoo, Tuam Tshoj tus graphite electrode xav tau yog 607,400 tons, thiab xyoo 2021, Tuam Tshoj cov khoom siv hluav taws xob graphite yuav tsum tshaj 1.2 lab tons.
Los ntawm cov kev thov tam sim no hauv tsev thiab txawv teb chaws, Tuam Tshoj tus graphite electrodes nyob rau hauv lub xeev ntawm overcapacity.Nws kuj indirectly ua rau tam sim no domestic graphite electrode nqi yog ib qho nyuaj rau rov qab mus rau lub era ntawm high profit.
Hauv tsev graphite electrode kev lag luam pom zoo hauv xyoo 2022
Kev tsim khoom: thaum Lub Ib Hlis-Lub Ob Hlis, cov lag luam tseem ceeb ntawm graphite electrode tuav lub xeev cov khoom lag luam ib txwm muaj, tab sis raws li lub caij ntuj no atmospheric kev tiv thaiv ib puag ncig kev tswj kom ze, mus rau Lub Ib Hlis, Inner Mongolia, Shanxi, Hebei, Henan, Shandong, Liaoning thiab lwm qhov chaw yuav ntsib kev saib xyuas ntau lawm, kev lag luam pib qis thiab tswj qis, tom qab Lub Peb Hlis graphite electrode kev lag luam tag nrho cov chaw muab kev pabcuam nruj.
Cov khoom muag, nyob rau lub quarter thib plaub ntawm 2021, kev lag luam xav tau deb ntawm qhov kev xav tau, kev lag luam txawv teb chaws los ntawm kev tshwm sim dua, Xyoo Tshiab cov khoom khaws cia tsis muaj zog, graphite electrode kev lag luam cov khoom lag luam khaws cia, txawm tias qee lub lag luam txhawm rau txhawm rau txo peev kev muag khoom, tab sis kev xav tau qis. kev rov qab los tsis pom tseeb, thiab ua kom nrawm ntawm kev ua lag luam siab phem kev sib tw, cov khoom muag tsis siab, tab sis qhov kev xav tau pom tseeb dua.
Nyob rau hauv cov nqe lus ntawm kev thov, Tuam Tshoj tus graphite electrode kev lag luam xav tau saum npoo yog qhov tseem ceeb hauv kev lag luam hlau, kev lag luam xa tawm thiab hlau thiab silicon kev ua lag luam. Hlau thiab hlau ua lag luam: txij lub Ib Hlis mus txog Lub Ob Hlis, cov lag luam hlau pib qis, cov hlau loj cog graphite electrode muaj. cov khoom muag thaum ntxov, hluav taws xob rauv steel cog pib lossis dav dav, nyob rau lub sijhawm luv luv, tag nrho cov khoom txaus siab ntawm steel mills tsis muaj zog, nyob rau lub sijhawm luv luv, qhov kev thov qis qis qis qis me ntsis rau kev lag luam graphite electrode.Silicon kev ua lag luam : Kev lag luam silicon tsis dhau lub sijhawm qhuav.Nyob rau hauv lub sij hawm luv luv, cov hlau silicon kev lag luam tseem pib qaug zog ua ntej lub xyoo, thiab qhov kev thov rau graphite electrodes tseem yog ib qho kev ruaj khov thiab tsis muaj zog ua ntej xyoo.
Hais txog kev xa tawm, nkoj thauj khoom tseem nyob siab, thiab kev nkag siab ntawm cov kws tshaj lij xav tias cov nqi thauj khoom yuav txuas ntxiv mus siab rau lub sijhawm, uas yuav yooj yim rau xyoo 2022. Tsis tas li ntawd, lub thoob ntiaj teb seaport congestion tau nyob ib ncig ntawm 2021. Hauv Tebchaws Europe thiab East Asia, piv txwv li, qhov nruab nrab ncua sij hawm ntawm 18 hnub, 20% ntau dua li ua ntej, ua rau cov nqi thauj khoom ntau dua.Lub EU tau ua qhov kev tshawb xyuas los tiv thaiv kev lag luam ntawm Suav graphite electrodes.Rau Tuam Tshoj.
Post lub sij hawm: Jan-10-2022