ukuhlaziywa kwenkambiso yentengo
Ngekota yokuqala ka-2021, inkambiso yentengo ye-graphite electrode yaseChina iqinile, izuza kakhulu enanini eliphezulu lezinto zokusetshenziswa, okukhuthaza ukukhuphuka okuqhubekayo kwamanani e-graphite electrode.Amabhizinisi acindezelwa ukuthi akhiqize, futhi imakethe izimisele kakhulu ukunikeza amanani.Ngaphezu kwalokho, ukunikezwa kwezinsiza zokucaciswa kosayizi omncane nomaphakathi kuqinile, okulungele ukukhuphuka kwawo wonke amanani entengo ye-graphite electrode.
Imakethe ye-graphite electrode yaseChina engxenyeni yesibili ibonise ukukhuphuka ngokushesha ngemva kokubamba kancane.Ukwenyuka okusheshayo kubonakala ikakhulukazi ngo-April, lapho izigayo zensimbi ziqala umzuliswano omusha wokubhida.Inzuzo yezigayo zensimbi yesithando somlilo esingaphansi komfula iphezulu futhi ukusebenza kuphezulu, okulungele ukufunwa kwe-graphite electrode.Ngakolunye uhlangothi, i-Inner Mongolia yokulawula kabili ukusetshenziswa kwamandla, ukunikezwa kwe-graphitization kuqinile, ukunikezwa kwe-graphite electrode kuyancipha, okwandisa amandla okushayela intengo ye-graphite electrode.Kodwa-ke, ngoMeyi nangoJuni, intengo ye-petroleum coke eluhlaza i-bearish, ukucindezelwa kwe-overlay, intengo ye-graphite electrode ibuthakathaka.
Ngekota yesithathu, intengo ye-Graphite electrode e-China yayizinzile futhi ibuthakathaka.Ngenkathi engekho yendabuko yesidingo kanye nohlangothi oluqinile lokuhlinzeka, ukungafani phakathi kokunikezwa nokufunwa kuholele ekwehleni kwentengo ye-graphite electrode.Mayelana nezinto zokusetshenziswa, intengo iyaqhubeka nokukhuphuka.Ngaphansi kwengcindezi yezindleko, intengo ye-graphite electrode iqinile.Kodwa-ke, amanye amabhizinisi e-graphite electrode ngokushesha asula i-inventory futhi ahoxise izimali, okuholela ekwehleni kwentengo ye-graphite electrode ekuqaleni nasekupheleni kwekota yesithathu.
Ngekota yesine, ngenxa yomthelela wokukhiqizwa kwasekhaya kanye nemikhawulo yamandla, intengo yezinto zokusetshenziswa eChina yaqhubeka nokukhuphuka.Intengo ye-sulphur petroleum coke ne-asphalt ephansi yenyuka kakhulu, futhi intengo kagesi yayiphezulu.Ukunikezwa kwe-graphitization e-Inner Mongolia nakwezinye izindawo bekuqinile futhi intengo ibiphezulu.Kodwa-ke, umkhawulo wokukhiqiza namandla, nakuba amabhizinisi e-graphite electrode ethintekile, kodwa insimbi yesithando somlilo esingaphansi komfula iqala inzuzo ephansi, ephansi, nayo yabangela ukwehla kwesidingo semakethe, ukunikezwa kanye nokufunwa okubuthakathaka, ukuguqulwa kwentengo.Asikho isidingo, izindleko kuphela, futhi akukho ukusekelwa okuzinzile kokwenyuka kwamanani, ngakho ukulungiswa kwentengo yesikhathi esifushane sekuphenduke into evamile ngezikhathi ezithile.
Ngokuvamile, ukushaqeka okuphelele kwemakethe ye-graphite electrode yaseChina ngo-2021 kunamandla.Ngakolunye uhlangothi, amanani entengo yezinto ezibonakalayo akhuthaza ukukhuphuka nokuwa kwezindleko ze-graphite electrode;ngakolunye uhlangothi, ukusebenza kanye nenzuzo yezigayo zensimbi yesithando somlilo kagesi kuqhuba ngempumelelo ukukhuphuka nokuwa kwamanani e-graphite electrode.Ukukhuphuka nokuwa kwemakethe ye-graphite electrode ngo-2021, kungakhathalekile ukuthi iluphi uhlangothi, kwehlisa ukuguquguquka kwentengo ye-graphite electrode unyaka wonke ngezindleko zempahla eluhlaza kanye nesidingo esihamba phansi njengendima ehamba phambili.
Ithemba lemakethe yasekhaya ye-graphite electrode ngo-2022
Ukukhiqizwa: Izinyanga ezi-1 kuye kwezingu-2, amabhizinisi ajwayelekile e-graphite electrode agcina isimo esijwayelekile sokukhiqiza, kodwa njengoba ama-Olympics asebusika kusondela ukubuswa kwemvelo komkhathi, ngemva kokungena ngoJanuwari, i-Inner Mongolia, i-shanxi, i-hebei, i-henan, i-shandong, i-liaoning nezinye izindawo zizobhekana nokulungiswa kabusha kokuvalwa. , ukusika futhi uhlale uphansi, ukwakhiwa kwemakethe ngoMashi ngemva kwemithombo ye-graphite electrode spot supply emakethe eqinile iyonke.
I-Inventory, engxenyeni yesine ka-2021 ukuvuza ithonya lesici sikagesi, isidingo semakethe sincane kakhulu kunalokho obekulindelwe, isidingo semakethe yangaphandle ngokuqubuka kwaso siphinde sakhuphuka, izindawo zokugcina izimpahla ngoNyaka Omusha ngeke ziqine, uhlu lwebhizinisi lwe-graphite electrode lukhathele imitapo yolwazi. , nakuba amanye amabhizinisi ukusheshisa ukuqoqwa kwemali ukudayiswa, kodwa isidingo esingezansi akucaci, ukuncintisana okunonya nokusheshisa imakethe, i-inventory ayiphezulu, Kodwa umcabango okhathele ubonakala ngokucacile.
Mayelana nesidingo, isidingo semakethe ye-graphite electrode yaseChina ibonakala ikakhulukazi emakethe yensimbi, imakethe yokuthekelisa kanye nemakethe yensimbi ye-silicon.Imakethe yensimbi nensimbi: ngoJanuwari noFebruwari, imakethe yensimbi nensimbi iqala ezingeni eliphansi.Izigayo zensimbi ezivamile zine-pre-stock-inventory yama-electrode e-graphite, futhi izigayo zensimbi yesithando somlilo ziyasebenza noma zivamile.Esikhathini esifushane, inhloso iyonke yokuthenga izigayo zensimbi ayinamandla, futhi isidingo esingezansi komfula siphansi esikhathini esifushane.Imakethe yensimbi ye-silicon: imboni yensimbi ye-silicon ayizange idlule ngenkathi eyomile.Esikhathini esifushane, imboni yensimbi ye-silicon isaqhubeka nesimo sokuqala esibuthakathaka sonyaka owandulele, futhi isidingo se-graphite electrode siyaqhubeka nokuzinza futhi sibuthakathaka ngaphambi konyaka.
Mayelana nokuthunyelwa kwempahla kwamanye amazwe, amanani ezimpahla ahlala ephezulu, futhi ukuqonda kochwepheshe kulindeleke ukuthi amanani ezimpahla azoqhubeka nokusebenza ngezinga eliphezulu isikhathi esithile, futhi angase adambe ngo-2022. Ngaphezu kwalokho, inkinga yokuminyana kwamachweba omhlaba nayo iye yaba khona. cishe ngo-2021. EYurophu naseMpumalanga ye-Asia, isibonelo, ukubambezeleka okujwayelekile yizinsuku ezingu-18, futhi isikhathi sokuthumela singaphezu kuka-20% kunangaphambili, okuholela ezindlekweni eziphezulu zokuthutha olwandle.I-Eu yethula uphenyo olumelene nokulahlwa kuma-electrode e-Graphite avela e-China.Ukuthunyelwa kwamanye amazwe kwamabhizinisi e-Graphite electrode e-China kuzothonywa ngokwezinga elithile.Isikhathi eside esibusayo kanye nokubekwa kwemisebenzi emelene nokulahla kuzothinta umthamo wokuthekelisa kanye nentengo yokuthekelisa yamabhizinisi aseShayina.
Ukuhlaziywa okubanzi, imakethe ye-graphite electrode ifuna ukusebenza kohlangothi noma ukuphindaphinda kwekota yesibili, futhi njengoba izigayo zensimbi ezansi nomfula seziqalile, i-inventory yensimbi evamile esetshenziswa kancane kancane, kulindeleke ukuthi imashe mayelana nesidingo sensimbi ye-graphite electrode izolulama kancane kancane;Cishe ngo-Ephreli, imboni yensimbi ye-silicon izodlula inkathi eyomile, izinga lokusebenza kwemboni yensimbi ye-silicon kulindeleke ukuthi likhuphuke, isidingo se-graphite electrode sihle, ikota yesibili ye-graphite electrode ingase ifinyelele phezulu, ukunikezwa nokufunwa kuyachuma, ngenxa ukunikezwa kwesikhashana kanye nokungafani kwesidingo, impi yentengo yokuhlinzeka izoba namandla kakhulu.Izingxenye ezintathu noma ezine, imakethe yasekhaya ye-graphite electrode izosebenza phezulu noma phansi.
Isikhathi sokuthumela: Jan-18-2022