nqe kev tsom xam
Hauv thawj peb lub hlis twg ntawm 2021, tus nqi sib txawv ntawm Tuam Tshoj tus graphite electrode muaj zog, feem ntau tau txais txiaj ntsig los ntawm tus nqi siab ntawm cov khoom siv raw, uas txhawb kev nce ntxiv ntawm graphite electrode nqi. Cov lag luam raug thawb los tsim, thiab kev lag luam muaj kev txaus siab los muab cov nqi. Tsis tas li ntawd, cov khoom siv ntawm cov khoom siv me me thiab nruab nrab qhov tshwj xeeb yog nruj, uas yog qhov zoo rau tag nrho kev nce qib ntawm graphite electrode nqi.
Tuam Tshoj lub graphite electrode kev lag luam nyob rau hauv lub quarter thib ob qhia tau hais tias ib tug sai uptrend tom qab tuav khov kho. Txoj kev nce siab sai yog feem ntau cuam tshuam rau lub Plaub Hlis, thaum steel mills pib qhov kev sib tw tshiab. Cov txiaj ntsig ntawm cov hluav taws xob hauv hluav taws xob hauv hluav taws xob steel mills yog siab thiab kev ua haujlwm siab, uas yog qhov zoo rau kev thov graphite electrode. Ntawm qhov tod tes, Inner Mongolia ob chav tswj ntawm lub zog noj, graphitization mov yog nruj, graphite electrode mov yog txo, nce lub zog tsav ntawm graphite electrode nqi. Txawm li cas los xij, nyob rau lub Tsib Hlis thiab Lub Rau Hli, tus nqi ntawm cov roj av nyoos coke yog bearish, overlay downstream suppression, graphite electrode nqi nce tsis muaj zog.
Hauv peb lub hlis twg, tus nqi ntawm Graphite electrode hauv Suav teb tau ruaj khov thiab tsis muaj zog. Nrog rau cov tsoos off-season ntawm kev thov thiab cov khoom muaj zog, qhov tsis sib haum xeeb ntawm cov khoom siv thiab kev xav tau ua rau tus nqi qis ntawm graphite electrode. Hais txog cov khoom siv raw, tus nqi tseem nce ntxiv. Nyob rau hauv lub siab ntawm tus nqi, tus nqi ntawm graphite electrode yog ruaj. Txawm li cas los xij, qee lub tuam txhab graphite electrode sai sai tshem cov khoom muag thiab thim nyiaj, ua rau tus nqi ntawm graphite electrode poob thaum pib thiab xaus ntawm peb lub hlis twg.
Nyob rau lub quarter thib plaub, vim muaj kev cuam tshuam ntawm kev tsim khoom hauv tsev thiab kev txwv fais fab, tus nqi ntawm cov khoom siv raw hauv Suav teb tau nce ntxiv. Tus nqi qis qis roj av coke thiab asphalt tau nce ntau, thiab tus nqi hluav taws xob tau siab. Cov khoom siv graphitization hauv Inner Mongolia thiab lwm qhov chaw tau nruj thiab tus nqi siab. Txawm li cas los xij, kev tsim khoom thiab lub zog txwv, txawm hais tias cuam tshuam rau cov lag luam graphite electrode, tab sis cov hluav taws xob hluav taws xob qis qis pib qis, tsis muaj txiaj ntsig, kuj ua rau poob qis hauv kev lag luam kev xav tau, cov khoom siv thiab xav tau tsis muaj zog, tus nqi thim rov qab. Tsis muaj kev thov, tsuas yog tus nqi, thiab tsis muaj kev txhawb nqa ruaj khov rau tus nqi nce, yog li kev kho tus nqi luv luv tau dhau los ua qhov tshwm sim ib txwm muaj.
Feem ntau, tag nrho kev poob siab ntawm Tuam Tshoj txoj kev lag luam graphite electrode hauv 2021 muaj zog. Ntawm qhov tod tes, cov nqi raw khoom txhawb kev nce thiab poob ntawm graphite electrode nqi; Ntawm qhov tod tes, kev lag luam thiab cov txiaj ntsig ntawm hluav taws xob rauv steel mills zoo tsav qhov nce thiab poob ntawm graphite electrode nqi. Kev nce thiab poob ntawm graphite electrode kev lag luam hauv xyoo 2021, tsis hais txog ntawm cov khoom siv, txiav tawm tus nqi hloov pauv ntawm graphite electrode thoob plaws lub xyoo nrog cov nqi raw khoom thiab kev xav tau hauv qab yog lub luag haujlwm tseem ceeb.
Kev cia siab ntawm domestic graphite electrode lag luam hauv 2022
Kev tsim khoom: 1 mus rau 2 lub hlis, cov chaw lag luam graphite electrode tswj cov khoom lag luam ib txwm muaj, tab sis raws li lub caij ntuj no Olympics atmospheric ib puag ncig kev tswj hwm, tom qab nkag mus rau Lub Ib Hlis, Inner Mongolia, shanxi, Hebei, Henan, shandong, liaoning thiab lwm qhov chaw yuav ntsib kev kaw haujlwm. , txiav thiab nyob twj ywm qis, kev tsim kho kev lag luam nyob rau lub Peb Hlis tom qab graphite electrode chaw cov chaw muab kev lag luam nruj tag nrho.
Cov khoom muag, nyob rau lub quarter thib plaub ntawm 2021 kom xau hluav taws xob nam cuam tshuam, kev lag luam xav tau tsawg dua li qhov xav tau, kev lag luam txawv teb chaws xav tau los ntawm qhov tshwm sim tau nce ntxiv, cov khoom khaws cia hauv Xyoo Tshiab yuav tsis muaj zog, graphite electrode lag luam cov khoom lag luam nkees cov tsev qiv ntawv , txawm hais tias qee lub lag luam kom ceev cov nyiaj khaws cia ntawm kev muag khoom, tab sis qhov kev xav tau qis qis tsis meej, kev sib tw siab phem thiab kev ua lag luam nrawm, cov khoom lag luam tsis siab, Tab sis qhov kev xav nkees yog pom tseeb dua.
Nyob rau hauv cov nqe lus ntawm kev thov, qhov kev thov ntawm Tuam Tshoj lub graphite electrode kev lag luam yog feem ntau xav txog nyob rau hauv lub steel lag luam, export lag luam thiab silicon hlau ua lag luam. Hlau thiab hlau ua lag luam: Lub Ib Hlis thiab Lub Ob Hlis, kev lag luam hlau thiab hlau pib ntawm theem qis. Mainstream steel mills muaj cov khoom muag ua ntej ntawm graphite electrodes, thiab hluav taws xob rauv steel mills tau ua haujlwm lossis dav dav. Nyob rau hauv lub sij hawm luv luv, tag nrho kev yuav khoom lub hom phiaj ntawm steel mills tsis muaj zog, thiab cov downstream xav tau nyob rau hauv lub sij hawm luv luv. Silicon hlau ua lag luam: silicon hlau kev lag luam tsis tau dhau los ntawm lub caij qhuav. Nyob rau hauv lub sij hawm luv luv, silicon hlau kev lag luam tseem tseem tsis muaj zog pib lub xeev ntawm lub xyoo ua ntej, thiab qhov kev thov rau graphite electrode tseem yuav ruaj khov thiab tsis muaj zog ua ntej lub xyoo.
Hais txog kev xa tawm, tus nqi thauj khoom tseem nyob siab, thiab kev nkag siab ntawm cov kws tshaj lij tau xav tias cov nqi thauj khoom yuav txuas ntxiv mus rau theem siab rau lub sijhawm, thiab tuaj yeem yooj yim rau xyoo 2022. Tsis tas li ntawd, qhov teeb meem ntawm lub ntiaj teb seaport congestion kuj tau tshwm sim. nyob ib ncig ntawm 2021. Piv txwv li, nyob rau hauv cov teb chaws Europe thiab East Asia, qhov nruab nrab ncua sij hawm yog 18 hnub, thiab lub sij hawm ntawm shipping yog 20% ntau dua ua ntej, ua rau lub hiav txwv freight nqi siab. Eu tshaj tawm kev tshawb nrhiav pov tseg rau hauv Graphite electrodes los ntawm Tuam Tshoj. Kev xa tawm ntawm Graphite electrode kev lag luam hauv Suav teb yuav cuam tshuam rau qee yam. Lub sijhawm txiav txim siab ntev thiab txiav txim siab ntawm cov dej num tiv thaiv yuav cuam tshuam rau cov khoom ntim thiab cov nqi xa tawm ntawm Suav lag luam.
Kev tsom xam, graphite electrode kev lag luam xav tau kev ua haujlwm sab nraud lossis rov ua haujlwm hauv lub quarter thib ob, thiab nrog cov khoom siv qis qis tau pib, cov khoom lag luam tseem ceeb ntawm cov khoom lag luam tau maj mam noj, yuav tsum tau mus rau lub peb hlis ntuj txog steel thov rau graphite electrode yuav maj mam rov qab; Txog lub Plaub Hlis, silicon hlau kev lag luam yuav dhau lub caij qhuav, silicon hlau kev lag luam kev lag luam tus nqi yuav tsum nce siab, graphite electrode xav tau zoo, lub quarter thib ob ntawm graphite electrode tuaj yeem ncav cuag qhov siab, cov khoom siv thiab kev xav tau muaj kev vam meej, vim yog Lub sij hawm luv luv thiab kev thov tsis sib haum, cov khoom siv hluav taws xob yuav hnyav dua. Peb lossis plaub lub hlis twg, kev lag luam hauv tsev graphite electrode electrode yuav khiav siab lossis qis.
Post lub sij hawm: Jan-18-2022