1. Kev txheeb xyuas txog kev lag luam koob coke hauv Suav teb
Txij li lub Plaub Hlis, tus nqi lag luam ntawm cov tshuaj coke hauv Suav teb tau nce 500-1000 yuan. Hais txog kev xa khoom anode, cov lag luam tseem ceeb muaj kev txiav txim txaus, thiab kev tsim khoom thiab kev muag khoom ntawm cov tsheb fais fab tshiab tau nce ntxiv, ua rau ob qho tib si kev tsim khoom thiab kev muag khoom nce siab. Yog li ntawd, cov tshuaj coke tseem yog qhov chaw kub hauv kev yuav khoom hauv kev ua lag luam, thiab kev ua tau zoo ntawm kev ua lag luam coke siav yog qhov nruab nrab, tab sis kev pib ua lag luam yuav nce siab rau lub Tsib Hlis, thaum kev xa khoom ntawm kev ua lag luam coke siav yuav zoo dua. Txij li lub Plaub Hlis 24th, tus nqi ntawm kev ua lag luam tshuaj coke hauv Suav teb yog 11,000-14,000 yuan / ton ntawm cov tshuaj coke siav; tshuaj coke ntsuab yog 9,000-11,000 yuan / ton, thiab tus nqi pauv tseem ceeb ntawm cov roj tshuaj coke xa tuaj yog 1,200-1,500 USD / ton; tshuaj coke yog 2200-2400 USD / ton; Tus nqi pauv pauv tseem ceeb ntawm cov coke koob tshuaj xa tuaj yog 1600-1700 USD / ton.
2. Cov downstream pib nce siab, thiab qhov kev thov rau koob coke zoo. Hais txog graphite, lub khw muag khoom hluav taws xob hauv lub qhov cub hlau pib tsawg dua li qhov xav tau. Thaum kawg ntawm lub Plaub Hlis, qhov kev ua haujlwm ntawm lub khw muag khoom hluav taws xob hauv lub qhov cub hlau yog li ntawm 72%. Nyob rau hauv kev cuam tshuam ntawm qhov xwm txheej tsis ntev los no, qee thaj chaw tau raug kaw kev tswj hwm, thiab kev tsim khoom thiab kev thov hlau ntawm cov hlau downstream tseem raug txwv, thiab cov hlau mills tsis tau pib. Tshwj xeeb, qee lub tshuab hluav taws xob hauv lub qhov cub hlau, nyob rau hauv kev cuam tshuam ntawm qhov kev thov hlau tsis muaj zog, qee lub tshuab hluav taws xob hauv lub qhov cub hlau tswj lawv cov khoom tsim tawm ntawm nws tus kheej, thiab kev siv cov graphite electrodes qeeb qeeb. Cov hlau mills feem ntau yuav khoom raws li qhov xav tau. Kev ua lag luam ntawm graphite electrode yog qhov nruab nrab, thiab tag nrho cov khoom xa tuaj ntawm koob coke siav coke yog tiaj tus. Raws li rau cov ntaub ntawv anode, kev tsim kho hauv lub Plaub Hlis yuav tsum nyob ib ncig ntawm 78%, uas yog me ntsis siab dua li ntawd hauv lub Peb Hlis. Txij li thaum pib ntawm xyoo 2022, cov ntaub ntawv anode tau dhau graphite electrodes los ua qhov kev taw qhia tseem ceeb ntawm koob coke hauv Suav teb. Nrog rau kev nthuav dav ntawm kev ua lag luam, qhov kev thov ntawm cov khoom siv anode rau kev ua lag luam raw khoom nce ntxiv txhua hnub, thiab cov xaj ntawm koob coke txaus, thiab qee lub tuam txhab tsim khoom tsis txaus. Tsis tas li ntawd, tus nqi ntawm roj av coke ntawm cov khoom cuam tshuam tau nce siab heev tsis ntev los no, thiab tus nqi ntawm qee cov khoom ze rau ntawm koob coke. Piv txwv li, siv Fushun Daqing roj av coke, txog rau lub Plaub Hlis 24, tus nqi ex-factory ntawm kev ua lag luam tau nce 1100 yuan / ton piv rau thaum pib ntawm lub hlis, nrog rau ntau yam ntawm 17%. Txhawm rau kom txo tus nqi lossis nce tus nqi yuav koob coke, qee lub tuam txhab khoom siv anode tau nce ntxiv qhov kev thov rau ntsuab coke.
3. Tus nqi raw khoom kim heev, thiab tus nqi koob coke siab heev.
Tus nqi roj av thoob ntiaj teb raug cuam tshuam los ntawm kev ua tsov rog Lavxias-Ukrainian thiab cov xwm txheej pej xeem cuam tshuam, thiab tus nqi hloov pauv mus rau sab saud, thiab tus nqi ntawm cov slurry nce raws li. Txij li thaum Lub Plaub Hlis 24, tus nqi lag luam nruab nrab yog 5,083 yuan / ton, nce 10.92% txij li thaum pib Lub Plaub Hlis. Hais txog cov thee tar, tus nqi tshiab ntawm kev lag luam thee tar tau nce, uas txhawb nqa tus nqi ntawm cov thee tar pitch. Txij li thaum Lub Plaub Hlis 24, tus nqi lag luam nruab nrab yog 5,965 yuan / ton, nce 4.03% txij li thaum pib lub hlis. Tus nqi ntawm cov roj slurry thiab cov thee tar pitch yog qhov siab heev, thiab tus nqi lag luam ntawm koob coke siab.
4. kev kwv yees ua lag luam
Kev Muab Khoom: Nws xav tias kev muab khoom ntawm kev ua lag luam koob coke yuav nce ntxiv rau lub Tsib Hlis. Ntawm ib sab tes, cov tuam txhab tsim cov koob coke uas siv roj pib ua haujlwm li qub, thiab tsis muaj kev npaj txij nkawm rau lub sijhawm no. Ntawm qhov tod tes, qee lub tuam txhab kho cov koob coke uas siv thee pib tsim khoom. Lub caij no, cov khoom siv tshiab tau muab tso rau hauv kev tsim khoom thiab cov coke tau tsim tawm, thiab kev muab khoom ntawm kev ua lag luam tau nce ntxiv. Tag nrho, tus nqi ua haujlwm ntawm kev ua lag luam koob coke thaum lub Tsib Hlis yog 45% -50%. Nqe: Thaum lub Tsib Hlis, tus nqi ntawm koob coke tseem yog tus thawj coj los ntawm kev nce siab, nrog rau qhov nce siab ntawm 500 yuan. Cov yam ntxwv tseem ceeb yog: ntawm ib sab tes, tus nqi khoom siv raw khoom khiav ntawm qib siab, thiab tus nqi koob coke siab; Ntawm qhov tod tes, kev tsim cov khoom siv anode downstream thiab graphite electrodes nce ntxiv txhua hnub, cov xaj tsis txo qis, thiab kev lag luam ntawm kev ua lag luam ntsuab coke yog qhov ua haujlwm. Tib lub sijhawm, tus nqi ntawm cov roj av coke ntawm cov khoom lag luam cuam tshuam tau nce siab heev, thiab qee lub lag luam downstream yuav nce kev yuav khoom ntawm koob coke, thiab sab kev thov tseem zoo. Hauv kev xaus, nws kwv yees tias tus nqi ntawm cov coke siav hauv Suav teb kev lag luam koob coke yuav yog 11,000-14,500 yuan / ton. Cov coke nyoos yog 9500-12000 yuan / ton. (Qhov chaw: Baichuan Information)
Lub sijhawm tshaj tawm: Plaub Hlis-25-2022