Imakethe ye-graphite electrode, eyehla ngonyaka odlule, yenze ukuguqulwa okukhulu kulo nyaka.
“Engxenyeni yokuqala yonyaka, ama-electrode ethu e-graphite ayeshoda ngokuyisisekelo.”Njengoba igebe lezimakethe kulo nyaka licishe libe ngamathani ayi-100,000, kulindeleke ukuthi lobu budlelwano obuqinile phakathi kokuhlinzekwa nokufunwa buqhubeke.
Kuyaqondakala ukuthi kusukela ngoJanuwari walo nyaka, intengo ye-graphite electrode ibilokhu ikhuphuka ngokuqhubekayo, isuka cishe ku-18,000 yuan/ton ekuqaleni konyaka iye cishe ku-64,000 yuan/ton okwamanje, nokukhuphuka ngo-256%.Ngesikhathi esifanayo, i-coke yenaliti, njengezinto ezibaluleke kakhulu zokusetshenziswa kwe-graphite electrode, iyancipha, futhi intengo yayo ibilokhu ikhuphuka yonke indlela, eye yanda ngamaphesenti angaphezu kuka-300 uma kuqhathaniswa nokuqala konyaka.
Isidingo sezinkampani zensimbi ezansi nomfula sinamandla
I-electrode ye-graphite yenziwe ngokuyinhloko nge-petroleum coke ne-coke yenaliti njengezinto zokusetshenziswa kanye netiyela yamalahle njenge-binder, futhi isetshenziswa kakhulu esithandweni sokwenza insimbi ye-arc, isithando somlilo se-arc esingaphansi kwamanzi, isithando somlilo esingangenwa amanzi, njll. I-electrode yegraphite yokwenza i-steelmaking ithatha cishe u-70% I-80% yokusetshenziswa okuphelele kwe-graphite electrode.
Ngo-2016, ngenxa yokwehla kokwenziwa kwensimbi kwe-EAF, ukusebenza kahle sekukonke kwamabhizinisi ekhabhoni kwehlile.Ngokwezibalo, inani eliphelele lokuthengiswa kwama-electrode e-graphite e-China lehle ngo-4.59% unyaka nonyaka ngo-2016, kanti ukulahlekelwa okuphelele kwamabhizinisi ayishumi aphezulu e-graphite electrode kube ama-yuan ayizigidi ezingu-222.Yonke ibhizinisi yekhabhoni ilwa impi yentengo ukuze igcine isabelo sayo semakethe, futhi intengo yokuthengisa ye-graphite electrode iphansi kakhulu kunezindleko.
Lesi simo sibuyiselwe emuva kulo nyaka.Ngokujula kwenguquko ye-supply-side, imboni yensimbi neyensimbi iyaqhubeka nokukhula, futhi "insimbi ye-strip" kanye nezithando zomlilo eziphakathi nendawo ziye zahlanzwa futhi zalungiswa ezindaweni ezihlukahlukene, isidingo sezithando zikagesi ezinkampanini zensimbi siye sakhula. ngokucijile, ngaleyo ndlela kuqhuba isidingo sama-electrode e-graphite, anesidingo esilinganiselwe sonyaka samathani angama-600,000.
Njengamanje, kunamabhizinisi angaphezu kuka-40 anamandla okukhiqiza ama-graphite electrode angaphezu kwamathani ayi-10,000 eChina, anamandla okukhiqiza angamathani angaba yizigidi eziyi-1.1.Kodwa-ke, ngenxa yethonya labahloli bokuvikela imvelo kulo nyaka, amabhizinisi okukhiqiza ama-electrode e-graphite esifundazweni sase-Hebei, eShandong nase-Henan asesimweni sokukhiqizwa okulinganiselwe nokumiswa kokukhiqiza, futhi ukukhiqizwa kwe-electrode ye-graphite yonyaka kulinganiselwa ukuthi kungaba amathani angaba ngu-500,000.
"Igebe lemakethe elingamathani ayi-100,000 alinakuxazululeka ngokuthi amabhizinisi akhulisa umthamo wokukhiqiza."U-Ning Qingcai uthe umjikelezo wokukhiqiza wemikhiqizo ye-graphite electrode ngokuvamile ungaphezu kwezinyanga ezimbili noma ezintathu, futhi ngomjikelezo wesitokisi, kunzima ukukhulisa ivolumu ngesikhathi esifushane.
Amabhizinisi ekhabhoni anciphise ukukhiqizwa futhi avala, kodwa isidingo samabhizinisi ensimbi siyanda, okuholela ekutheni i-graphite electrode ibe yimpahla eqinile emakethe, futhi intengo yayo ibilokhu ikhuphuka yonke indlela.Njengamanje, intengo yemakethe ikhuphuke izikhathi ezingu-2.5 uma kuqhathaniswa noJanuwari walo nyaka.Amanye amabhizinisi ensimbi kufanele akhokhe kusenesikhathi ukuze athole izimpahla.
Ngokusho kwabangaphakathi embonini, uma kuqhathaniswa ne-blast furnace, i-electric furnace steel iyonga kakhulu amandla, ivumela imvelo futhi ine-carbon encane.Njengoba i-China ingena emjikelezweni wokwehla kwe-scrap, insimbi yesithando somlilo kagesi izozuza ukuthuthukiswa okukhulu.Kulinganiselwa ukuthi ingxenye yayo ekuphumeni okuphelele kwensimbi kulindeleke ukuthi ikhule isuka ku-6% ngo-2016 iye ku-30% ngo-2030, futhi isidingo sama-graphite electrode sisasikhulu esikhathini esizayo.
Ukwenyuka kwentengo yezinto zokusetshenziswa ezikhuphuka nomfula akwehli
Ukwenyuka kwentengo ye-graphite electrode kwadluliselwa ngokushesha enhla kochungechunge lwezimboni.Kusukela ekuqaleni kwalo nyaka, amanani entengo yezinto ezinkulu zokukhiqizwa kwekhabhoni, njenge-petroleum coke, i-coal tar pitch, i-coke calcined ne-needle coke, akhuphuke ngokuqhubekayo, nokunyuka okujwayelekile okungaphezu kwe-100%.
Inhloko yomnyango wethu wokuthenga ikuchaze ngokuthi “iyakhuphuka”.Ngokusho komuntu ophethe, ngesisekelo sokuqinisa ukwahlulelwa kwangaphambili kwemakethe, inkampani ithathe izinyathelo ezinjengokuthenga ngentengo ephansi kanye nokwenyuka kwempahla ukuze ibhekane nokukhuphuka kwentengo nokuqinisekisa ukukhiqizwa, kodwa ukunyuka okubukhali kwezinto zokusetshenziswa okungaphezu kwalokho obekulindelwe.
Phakathi kwezinto zokusetshenziswa ezikhulayo, inaliti ye-coke, njengempahla eyinhloko ye-graphite electrode, inokwenyuka kwentengo okukhulu kakhulu, nenani eliphakeme likhuphuka ngo-67% ngosuku olulodwa nangaphezulu kuka-300% ngesigamu sonyaka.Kuyaziwa ukuthi inaliti ye-coke yenza ngaphezu kuka-70% yenani eliphelele le-graphite electrode, futhi impahla eluhlaza ye-ultra-high power graphite electrode yakhiwe ngokuphelele ngenaliti ye-coke, edla amathani angu-1.05 ngethani ngalinye lamandla aphezulu we-graphite. i-electrode.
I-needle coke ingasetshenziswa futhi kumabhethri e-lithium, amandla enuzi, i-aerospace kanye nezinye izinkambu.Ingumkhiqizo oyindlala ekhaya naphesheya, futhi iningi lawo lincike ekuthengeni kwamanye amazwe e-China, futhi intengo yawo ihlala iphezulu.Ukuze kuqinisekiswe ukukhiqizwa, amabhizinisi e-graphite electrode athatha ngokulandelana, okwaholela ekwenyukeni okuqhubekayo kwenani le-coke yenaliti.
Kuyaqondakala ukuthi ambalwa amabhizinisi akhiqiza inaliti ye-coke e-China, futhi abantu embonini bakholelwa ukuthi ukunyuka kwentengo kubonakala kuyizwi elivamile.Nakuba inzuzo yabanye abakhiqizi bezinto ezingavuthiwe isithuthuke kakhulu, ubungozi bemakethe kanye nezindleko zokusebenza zamabhizinisi ekhabhoni akhuphukayo ayanda.
Isikhathi sokuthumela: Jan-25-2021