Tom qab National Day, tus nqi ntawm qee qhov kev txiav txim hauv kev lag luam graphite yuav nce li ntawm 1,000-1,500 yuan / ton ntawm lub sijhawm dhau los. Tam sim no, tseem muaj kev tos-thiab-pom mus rau hauv kev yuav khoom ntawm graphite electrode downstream steel mills, thiab kev lag luam kev lag luam tseem tsis muaj zog. Txawm li cas los xij, vim yog cov khoom lag luam nruj ntawm cov khoom lag luam graphite electrode thiab cov nqi siab, cov tuam txhab graphite electrode nquag thawb tus nqi ntawm graphite electrodes nyob rau hauv qhov tsis kam muag, thiab cov nqi lag luam hloov pauv sai. Cov kev cuam tshuam tshwj xeeb yog raws li hauv qab no:
1. Raws li kev cuam tshuam ntawm hluav taws xob curtailment, graphite electrode kev lag luam yuav tsum txo qis
Ntawm qhov tod tes, tom qab li ntawm 2 lub hlis ntawm kev noj, cov khoom lag luam graphite electrode tau poob qis, thiab qee lub tuam txhab graphite electrode qhia tias lub tuam txhab tsis muaj cov khoom muag;
Ntawm qhov tod tes, nyob rau hauv kev cuam tshuam ntawm kev tsis txaus ntawm lub zog hluav taws xob uas tau pib thaum nruab nrab Lub Cuaj Hli, ntau lub xeev tau tshaj tawm kev txwv tsis pub muaj zog, thiab cov kev txwv fais fab tau maj mam nce ntxiv. Cov khoom lag luam graphite electrode raug txwv thiab cov khoom siv txo qis.
Txog rau tam sim no, lub hwj chim txwv nyob rau hauv feem ntau cheeb tsam yog concentrated ntawm 20% -50%. Hauv Inner Mongolia, Liaoning, Shandong, Anhui, thiab Henan, qhov cuam tshuam ntawm kev txwv fais fab yog hnyav dua, qhov pib ntawm 50%. Ntawm lawv, qee lub lag luam hauv Inner Mongolia thiab Henan raug txwv hnyav heev. Qhov cuam tshuam ntawm hluav taws xob tuaj yeem ncav cuag 70% -80%, thiab cov tuam txhab lag luam tau kaw.
Raws li kev txheeb cais ntawm kev tsim tawm ntawm 48 lub tuam txhab graphite electrode tseem ceeb hauv lub tebchaws, raws li kev suav ntawm kev tsim cov graphite electrodes nyob rau lub Cuaj Hli, thiab xam raws li qhov feem pua ntawm cov hluav taws xob tsawg hauv kev lag luam graphite electrode ua ntej lub sijhawm "Kaum Ib Hlis" , nws xav tias txhua hli cov khoom lag luam graphite electrode yuav txo qis los ntawm 15,400 tons tag nrho; Tom qab lub sijhawm "Kaum Ib Hlis", kev lag luam graphite electrode yuav tsum txo qis tag nrho cov zis txhua hli los ntawm 20,500 tons. Nws tuaj yeem pom tias lub zog txwv ntawm graphite electrode kev lag luam tau muaj zog tom qab hnub so.
Tsis tas li ntawd, nws tau nkag siab tias qee lub tuam txhab hauv Hebei, Henan thiab lwm thaj chaw tau txais lub caij nplooj zeeg thiab lub caij ntuj no kev tiv thaiv ib puag ncig kev tiv thaiv kev txwv, thiab qee lub tuam txhab graphite electrode tsis tuaj yeem pib tsim kho vim huab cua lub caij ntuj no. Cov peev txheej thiab kev txwv ntawm kev lag luam graphite electrode yuav raug nce ntxiv.
2. Tus nqi ntawm graphite electrode kev lag luam tseem nce ntxiv
Upstream raw khoom nqi rau graphite electrodes txuas ntxiv mus
Tom qab National Day, cov nqi ntawm cov roj av qis qis, cov roj tar thiab rab koob coke, uas yog cov khoom siv raw ntawm graphite electrodes, tau nce thoob plaws lub rooj tsavxwm. Kev cuam tshuam los ntawm tus nqi nce siab ntawm cov thee tar thiab cov roj slurry, cov koob coke tuaj txawv teb chaws thiab cov koob coke hauv tsev yuav tsum tau nce siab ntxiv. Txuas ntxiv mus rau qhov siab ntawm qhov siab.
Muab xam raws li tus nqi raw khoom tam sim no, theoretically, cov nqi tsim khoom ntawm graphite electrodes yog kwv yees li 19,000 yuan / tuj. Qee lub tuam txhab graphite electrode tau hais tias lawv cov khoom tsim tau raug kev puas tsuaj.
Raws li kev cuam tshuam ntawm hluav taws xob curtailment, cov txheej txheem nqi ntawm graphite electrode kev lag luam tau nce
Ntawm ib sab, nyob rau hauv kev cuam tshuam ntawm lub hwj chim curtailment, graphitization txheej txheem ntawm graphite electrode tuam txhab uas muag yog nruj heev txwv, tshwj xeeb tshaj yog nyob rau hauv cov cheeb tsam uas kuj tsis tshua muaj nqi hluav taws xob xws li Inner Mongolia thiab Shanxi; ntawm qhov tod tes, cov txiaj ntsig tsis zoo electrode graphitization tau txais kev txhawb nqa los ntawm cov txiaj ntsig siab los txeeb cov khoom lag luam. , Qee lub tuam txhab graphite electrode graphitization hloov mus rau qhov tsis zoo electrode graphitization. Lub superposition ntawm ob yam tseem ceeb tau ua rau tam sim no tsis txaus ntawm cov peev txheej graphitization hauv kev lag luam graphite electrode thiab nce ntawm graphitization nqi. Tam sim no, tus nqi graphitization ntawm qee cov graphite electrodes tau nce mus rau 4700-4800 yuan / tuj, thiab qee qhov tau mus txog 5000 yuan / tuj.
Tsis tas li ntawd, cov tuam txhab hauv qee thaj tsam tau txais cov ntawv ceeb toom ntawm kev txwv ntau lawm thaum lub caij cua sov. Ntxiv nrog rau graphitization, roasting thiab lwm yam txheej txheem kuj raug txwv. Nws xav tias tus nqi ntawm qee lub tuam txhab graphite electrode uas tsis muaj cov txheej txheem tag nrho yuav nce ntxiv.
3. Kev lag luam thov rau graphite electrodes yog ruaj khov thiab txhim kho
Graphite electrode downstream steel mills tsuas yog yuav tsum tau ua tus thawj
Tsis ntev los no, cov downstream steel mills ntawm graphite electrodes tau them ntau xim rau lub hwj chim curtailment ntawm lub lag luam graphite electrode, tab sis cov hlau mills tseem muaj kev txwv ntau lawm thiab voltage zog, thiab cov hlau mills tsis ua hauj lwm, thiab tseem muaj ib tug tos. -thiab-saib kev xav ntawm kev yuav khoom ntawm graphite electrodes.
Hais txog hluav taws xob cub hluav taws xob hlau, qee thaj tsam tau kho qhov "ib qho me me haum rau txhua qhov" hluav taws xob curtailment lossis "mob-hom" carbon txo. Tam sim no, qee qhov hluav taws xob cua sov steel nroj tsuag tau rov ua dua lossis tuaj yeem tsim cov hloov pauv siab tshaj plaws. Kev khiav hauj lwm tus nqi ntawm hluav taws xob rauv steel nroj tsuag tau rebounded me ntsis, uas yog zoo rau hluav taws xob rauv steel nroj tsuag. Graphite electrode xav tau.
Graphite electrode kev lag luam xa tawm yuav tsum nce ntxiv
Tom qab National Day, raws li qee lub tuam txhab graphite electrode, tag nrho cov khoom lag luam xa tawm yog qhov ruaj khov, thiab cov lus nug txog kev xa tawm tau nce ntxiv, tab sis qhov kev hloov pauv tiag tiag tsis tau nce ntau, thiab qhov kev thov rau graphite electrodes yog qhov ruaj khov.
Txawm li cas los xij, nws tau tshaj tawm tias tus nqi thauj khoom ntawm graphite electrode xa tawm nkoj tau poob tsis ntev los no, thiab qee qhov backlog ntawm cov khoom lag luam ntawm qhov chaw nres nkoj tuaj yeem xa tuaj. Vim muaj kev nce nqi hauv hiav txwv thauj khoom xyoo no, qee lub tuam txhab graphite electrode tau hais tias cov nqi thauj khoom yog kwv yees li 20% ntawm cov nqi xa tawm ntawm graphite electrodes, uas ua rau qee lub tuam txhab graphite electrode hloov mus rau kev muag khoom hauv tsev lossis xa mus rau cov tebchaws nyob sib ze. Yog li ntawd, qhov poob ntawm cov nqi thauj khoom hiav txwv yog qhov zoo rau cov tuam txhab graphite electrode kom nce kev xa tawm.
Tsis tas li ntawd, qhov kawg kev txiav txim siab tawm tsam ntawm Eurasian Union tau raug coj los siv thiab yuav ua cov haujlwm tiv thaiv kev pov tseg ntawm Suav graphite electrodes txij lub Ib Hlis 1, 2022. Yog li ntawd, cov tuam txhab txawv teb chaws yuav muaj qee cov khoom lag luam hauv lub quarter thib plaub, thiab graphite electrode. kev xa tawm tuaj yeem nce ntxiv.
Kev ua lag luam kev pom zoo: Qhov cuam tshuam ntawm kev txo hwj chim yuav maj mam nthuav dav, thiab lub caij nplooj zeeg thiab lub caij ntuj no kev tiv thaiv ib puag ncig thiab kev txwv ntau lawm thiab ib puag ncig yuav tsum tau ua ntawm Lub Caij Nplooj Ntoos Hlav Olympics yuav raug superimposed. Kev txwv kev lag luam graphite electrode tuaj yeem txuas ntxiv mus txog lub Peb Hlis 2022. Cov khoom lag luam graphite electrode yuav tsum txuas ntxiv mus, thiab tus nqi ntawm graphite electrodes yuav txuas ntxiv mus. Nce kev cia siab.
Post lub sij hawm: Oct-14-2021