Msika wa graphite electrode, womwe unatsika chaka chatha, wasintha kwambiri chaka chino.
"M'zaka zoyambirira za chaka, ma elekitirodi athu a graphite anali ochepa." Popeza kusiyana kwa msika chaka chino kuli pafupifupi matani 100,000, zikuyembekezeka kuti ubale wolimba pakati pa kupezeka ndi kufunikira upitilira.
Zikumveka kuti kuyambira Januwale chaka chino, mtengo wa elekitirodi wa graphite wakhala ukukwera mosalekeza, kuchoka pa 18,000 yuan/tani kumayambiriro kwa chaka kufika pafupifupi 64,000 yuan/tani pakali pano, ndi kuwonjezeka kwa 256%. Panthawi imodzimodziyo, coke ya singano, monga chinthu chofunika kwambiri cha graphite electrode, yakhala ikusowa, ndipo mtengo wake wakhala ukukwera njira yonse, yomwe yawonjezeka ndi 300% poyerekeza ndi chiyambi cha chaka.
Kufunika kwa mabizinesi akunsi kwa zitsulo ndikolimba
Graphite elekitirodi makamaka opangidwa ndi mafuta coke ndi singano coke monga zopangira ndi malasha phula phula monga zomangira, ndipo makamaka ntchito mu ng'anjo arc steelmaking, kumizidwa Arc ng'anjo, kukana ng'anjo, etc. The graphite elekitirodi kwa steelmaking nkhani pafupifupi 70% kuti 80% ya kuchuluka kwa ma graphite electrode.
Mu 2016, chifukwa cha kuchepa kwa kupanga zitsulo za EAF, mphamvu zonse zamabizinesi a carbon zidatsika. Malinga ndi ziwerengero, kuchuluka kwa malonda a ma elekitirodi a graphite ku China kudatsika ndi 4.59% pachaka mchaka cha 2016, ndipo zotayika zonse zamabizinesi khumi apamwamba amagetsi a graphite zinali yuan 222 miliyoni. Kampani iliyonse ya carbon ikulimbana ndi nkhondo yamtengo wapatali kuti isunge gawo lake la msika, ndipo mtengo wogulitsa wa graphite electrode ndi wotsika kwambiri kuposa mtengo wake.
Izi zasintha chaka chino. Ndi kuzama kwa kusintha kwa mbali zoperekera, mafakitale achitsulo ndi zitsulo akupitirizabe, ndipo "zitsulo zachitsulo" ndi ng'anjo zapakatikati zatsukidwa bwino ndikukonzedwa m'malo osiyanasiyana, kufunikira kwa ng'anjo zamagetsi m'mabizinesi achitsulo kwawonjezeka. mwamphamvu, motero kuyendetsa kufunikira kwa ma elekitirodi a graphite, komwe kukuyembekezeka pachaka matani 600,000.
Pakali pano, pali mabizinesi oposa 40 ndi mphamvu graphite elekitirodi kupanga kuposa matani 10,000 ku China, ndi mphamvu okwana kupanga pafupifupi 1.1 miliyoni matani. Komabe, chifukwa cha chikoka cha owunikira oteteza zachilengedwe chaka chino, mabizinesi opanga ma graphite electrode m'zigawo za Hebei, Shandong ndi Henan ali pachiwopsezo chochepa komanso kuyimitsidwa, ndipo kupanga ma elekitirodi a graphite pachaka akuti pafupifupi matani 500,000.
"Kusiyana kwa msika kwa matani pafupifupi 100,000 sikungathetsedwe ndi mabizinesi akuwonjezera kuchuluka kwa kupanga." Ning Qingcai ananena kuti kupanga mkombero wa mankhwala graphite elekitirodi zambiri kuposa miyezi iwiri kapena itatu, ndi mkombero masitonkeni, ndi zovuta kuonjezera voliyumu pakapita nthawi.
Mabizinesi a carbon achepetsa kupanga ndikutseka, koma kufunikira kwa mabizinesi azitsulo kukuchulukirachulukira, zomwe zimapangitsa kuti ma elekitirodi a graphite akhale chinthu cholimba pamsika, ndipo mtengo wake wakhala ukukwera njira yonse. Pakalipano, mtengo wamsika wakwera ndi 2.5 nthawi poyerekeza ndi January chaka chino. Mabizinesi ena azitsulo amayenera kulipira pasadakhale kuti atenge katunduyo.
Malinga ndi makampani omwe ali mkati mwa mafakitale, poyerekeza ndi ng'anjo yophulika, chitsulo cha ng'anjo yamagetsi ndichopulumutsa mphamvu, chokonda chilengedwe komanso chochepa cha carbon. Ndi China kulowa mkombero wa zinyalala depreciation, ng'anjo magetsi zitsulo adzakwaniritsa chitukuko chachikulu. Zikuoneka kuti gawo lake mu okwana zitsulo linanena bungwe likuyembekezeka kukwera kuchokera 6% mu 2016 mpaka 30% mu 2030, ndipo kufunika maelekitirodi graphite akadali lalikulu mtsogolo.
Kukwera kwamitengo ya zinthu zakumtunda sikutsika
Kuwonjezeka kwa mtengo wa ma elekitirodi a graphite kunafalikira mwachangu kumtunda kwa unyolo wamakampani. Kuyambira kuchiyambi kwa chaka chino, mitengo yazinthu zazikulu zopangira kaboni, monga petroleum coke, malasha phula, calcined coke ndi singano coke, yakwera mosalekeza, ndikuwonjezeka kwapakati pa 100%.
Mkulu wa dipatimenti yathu yogula adafotokoza kuti "ikukwera". Malinga ndi munthu amene akuyang'anira, pamaziko a kulimbikitsa msika chisanachitike chiweruzo, kampaniyo yatengapo zinthu monga kugula pamtengo wotsika komanso kuwonjezereka kwazinthu kuti athe kuthana ndi kuwonjezeka kwa mtengo ndikuonetsetsa kuti kupanga, koma kukwera kwakukulu kwa zipangizo ndi kupitirira zomwe ankayembekezera.
Pakati pa zipangizo zomwe zikukwera, coke ya singano, monga chopangira chachikulu cha graphite electrode, ili ndi mtengo wokwera kwambiri, ndipo mtengo wapamwamba ukukwera ndi 67% tsiku limodzi ndi oposa 300% mu theka la chaka. Amadziwika kuti singano coke nkhani zoposa 70% ya okwana mtengo wa graphite elekitirodi, ndi zopangira ultra-mkulu mphamvu graphite elekitirodi wapangidwa kwathunthu singano coke, amene amadya matani 1.05 pa tani ultra-mkulu mphamvu graphite. electrode.
Coke singano itha kugwiritsidwanso ntchito mu mabatire a lithiamu, mphamvu ya nyukiliya, mlengalenga ndi zina. Ndi chinthu chosowa kunyumba ndi kunja, ndipo zambiri zimatengera ku China, ndipo mtengo wake umakhalabe wokwera. Pofuna kuwonetsetsa kupanga, mabizinesi amagetsi a graphite adakwera motsatizana, zomwe zidapangitsa kuti mtengo wa singano uchuluke.
Zikumveka kuti pali mabizinesi ochepa omwe amapanga singano ku China, ndipo anthu omwe ali mumakampani amakhulupirira kuti kukwera kwamitengo kumawoneka ngati mawu ambiri. Ngakhale kuti phindu la opanga zinthu zina lapita patsogolo kwambiri, kuopsa kwa msika ndi ndalama zogwiritsira ntchito mabizinesi otsika kaboni zikuchulukirachulukira.
Nthawi yotumiza: Jan-25-2021