Nyob rau hauv 2022, tag nrho cov kev ua tau zoo ntawm graphite electrode kev ua lag luam yuav yog nruab nrab, nrog tsawg-load ntau lawm thiab ib tug downward trend nyob rau hauv downstream xav tau, thiab tsis muaj zog mov thiab thov yuav yog lub ntsiab tshwm sim.
Xyoo 2022, tus nqi ntawm graphite electrodes yuav nce ua ntej thiab tom qab ntawd poob. Tus nqi nruab nrab ntawm HP500 yog 22851 yuan / tuj, tus nqi nruab nrab ntawm RP500 yog 20925 yuan / ton, tus nqi nruab nrab ntawm UHP600 yog 26295 yuan / ton, thiab tus nqi nruab nrab ntawm UHP700 31053 yuan / ton. Graphite electrodes pom qhov sib txawv ntawm lub Peb Hlis mus txog rau lub Tsib Hlis thoob plaws hauv lub xyoo, feem ntau yog vim muaj kev rov qab los ntawm cov lag luam downstream nyob rau lub caij nplooj ntoos hlav, kev yuav khoom sab nraud ntawm cov khoom siv raw rau cov khoom lag luam, thiab cov huab cua zoo rau kev nkag mus rau hauv kev lag luam raws li kev txhawb nqa ntawm kev yuav khoom. Ntawm qhov tod tes, tus nqi ntawm koob coke thiab qis-sulfur petroleum coke, cov ntaub ntawv raw, txuas ntxiv mus, uas muaj kev txhawb nqa hauv qab rau tus nqi ntawm graphite electrodes. Txawm li cas los xij, pib txij lub Rau Hli, graphite electrodes tau nkag mus rau hauv qhov qis qis, thiab cov khoom tsis muaj zog thiab kev xav tau tau dhau los ua qhov tseem ceeb hauv ib nrab ntawm lub xyoo. Downstream steel mills yog underutilized, graphite electrode ntau lawm yog poob, thiab feem ntau cov lag luam tau kaw lawm. Thaum lub Kaum Ib Hlis, kev lag luam graphite electrode rebounded me ntsis, feem ntau yog vim muaj kev txhim kho hauv qhov kev thov rau graphite electrodes uas tau tsav los ntawm kev rov qab los ntawm cov hlau mills. Cov neeg tsim khoom siv lub sijhawm los thawb tus nqi lag luam, tab sis qhov kev txhawb nqa ntawm qhov kev thov davhlau ya nyob twg raug txwv, thiab kev tiv thaiv kom thawb graphite electrodes kuj loj heev.
Nyob rau hauv 2022, tag nrho cov nyiaj tau los ntawm ultra-high-power graphite electrode ntau lawm yuav yog 181 yuan / ton, ib tug txo ntawm 68% los ntawm 598 yuan / ton xyoo tas los. Ntawm lawv, txij thaum Lub Xya Hli, cov txiaj ntsig ntawm ultra-high-power graphite electrode ntau lawm tau pib dai upside down, thiab txawm poob ib tuj mus rau 2,009 yuan / tuj thaum lub Yim Hli. Raws li cov txiaj ntsig qis, feem ntau graphite electrode manufacturers tau kaw lossis tsim crucibles thiab graphite cubes txij thaum Lub Xya Hli. Tsuas yog ob peb lub tuam txhab tseem ceeb tau hais rau kev tsim khoom qis.
Nyob rau hauv 2022, lub teb chaws qhov nruab nrab kev khiav hauj lwm tus nqi ntawm graphite electrodes yog 42%, ib xyoo-rau-xyoo txo ntawm 18 feem pua cov ntsiab lus, uas kuj yog tus nqi qis tshaj kev khiav hauj lwm nyob rau hauv tsib lub xyoos dhau los. Hauv tsib xyoos dhau los, tsuas yog 2020 thiab 2022 muaj cov nqi khiav haujlwm qis dua 50%. Xyoo 2020, vim muaj kev sib kis thoob ntiaj teb, ua ke nrog kev poob qis hauv cov roj crude, kev xav tau qis qis, thiab rov qab cov txiaj ntsig ntau lawm, qhov nruab nrab kev khiav hauj lwm xyoo tas los yog 46%. Qhov pib qis ntawm kev ua haujlwm hauv 2022 yog vim muaj kev sib kis rov qab, kev poob qis ntawm kev lag luam thoob ntiaj teb, thiab kev poob qis hauv kev lag luam hlau, uas ua rau nws nyuaj rau kev txhawb nqa kev lag luam rau graphite electrodes. Yog li ntawd, txiav txim siab los ntawm ob xyoos pib qis, kev lag luam graphite electrode cuam tshuam zoo heev los ntawm qhov kev thov ntawm kev lag luam qis qis.
Hauv tsib xyoos tom ntej no, graphite electrodes yuav tswj kev loj hlob tsis tu ncua. Nws tau kwv yees tias los ntawm 2027, lub peev xwm ntau lawm yuav yog 2.15 lab tons, nrog rau kev loj hlob ntawm 2.5%. Nrog kev maj mam tso tawm ntawm Tuam Tshoj cov khoom siv steel hlau, lub tshuab hluav taws xob muaj peev xwm loj hlob hauv tsib xyoos tom ntej. Lub xeev txhawb kev siv cov khoom siv hlau thiab cov txheej txheem luv luv steelmaking, thiab txhawb cov tuam txhab los hloov cov peev txheej ntawm cov txheej txheem hluav taws xob hluav taws xob yam tsis tas yuav muaj peev xwm ntau lawm. Tag nrho cov zis ntawm hluav taws xob rauv steelmaking tseem nce xyoo los ntawm xyoo. Tuam Tshoj lub tshuab hluav taws xob hluav taws xob steel suav txog li 9%. Cov Lus Qhia Txog Kev Qhia Txog Kev Txhim Kho Hluav Taws Xob Hluav Taws Xob Hluav Taws Xob Hluav Taws Xob Hluav Taws Xob Ua Haujlwm luv luv Steelmaking (Draft for Comments)" qhia tias thaum kawg ntawm "14th Tsib Xyoo Plan" (2025), qhov feem pua ntawm cov hluav taws xob ua hluav taws xob steelmaking yuav nce mus txog qhov 20%, thiab graphite electrodes tseem yuav nce qhov chaw.
Los ntawm qhov kev xav ntawm xyoo 2023, kev lag luam steel tuaj yeem txuas ntxiv poob qis, thiab cov koom haum cuam tshuam tau tshaj tawm cov ntaub ntawv kwv yees tias kev thov steel yuav rov qab los ntawm 1.0% hauv 2023, thiab tag nrho cov kev rov qab yuav raug txwv. Txawm hais tias txoj cai tiv thaiv kab mob sib kis thiab kev tswj hwm tau maj mam so, kev lag luam rov qab yuav tseem siv sijhawm qee lub sijhawm. Nws cia siab tias kev lag luam graphite electrode yuav maj mam rov qab los hauv thawj ib nrab ntawm 2023, thiab tseem yuav muaj qee qhov kev tiv thaiv rau tus nqi nce. Nyob rau hauv lub thib ob ib nrab ntawm lub xyoo, kev ua lag luam tej zaum yuav pib rov qab. (Qhov chaw ntawm cov ntaub ntawv: Longzhong Information)
Post lub sij hawm: Jan-06-2023