Ka keketseho e tsoelang pele ea khohlano lipakeng tsa Russia le Ukraine, Russia le Ukraine joalo ka linaha tsa China tsa graphite electrode export, li tla theha tšusumetso e itseng ho thomello ea li-electrode tsa graphite tsa China?
Ntlha ea pele, lisebelisoa tse tala
Ntoa pakeng tsa Russia le Ukraine e ekelitse ho hloka botsitso 'marakeng oa oli,' me ka lihlahisoa tse tlaase le khaello ea bokhoni ba ho se sebetse ho pota lefatše, e ka 'na ea e-ba feela ho phahama ha litheko tsa oli ho tla fokotsa tlhokahalo. E angoa ke ho feto-fetoha ha 'maraka oa oli e tala, petroleum coke ea lapeng, litheko tsa nale li bonts'a ho phahama.
Theko ea petroleum coke ka mor'a matsatsi a phomolo e bontšitse ho phahama ka makhetlo a mararo ka tatellano, esita le ho phahama ha 'nè ka tatellano, ho tloha khatisong ea khatiso, jinxi petrochemical coking theko ea 6000 yuan / tonne, ho fihlela ho 900 yuan / tonne ka selemo le selemo, Daqing Petrochemical theko ea 7300 yuan / tonne, ho fihlela yuan-year-tonne ka selemo.
Nale coke, ka mor'a mokete o ile a bontša ho phahama habeli, oli nale coke keketseho kholo ka ho fetisisa ea 2000 yuan / ton, e le oa khatiso, malapeng graphite electrode oli nale coke pheha coke theko ea 13,000-14,000 yuan/ton, ka karolelano khoeli le khoeli keketseho ea 2000 yuan/ton. Imported oli letoto la lihlooho tse nale coke pheha coke 2000-2200 yuan/ton, angoa ke oli letoto la nale coke, mashala letoto la lihlooho tse nale coke theko e boetse e tsohile ho isa bohōleng bo itseng, malapeng graphite electrode le mashala letoto la lihlooho tse nale coke pheha coke fana 110-12,000 yuan/ton, ka karolelano khoeli le khoeli keketseho ea yuan/750 yuan. Eleketrode ea graphite e tsoang kantle e nang le nale ea mashala coke coke e qotsitsoeng 1450-1700 USD/ton.
Russia ke e 'ngoe ea linaha tse tharo tse holimo ka ho fetisisa lefatšeng tse hlahisang oli, e ikarabellang bakeng sa 12.1% ea tlhahiso ea oli e tala lefatšeng ka bophara ka 2020, 'me e romelloa kantle haholo Europe le China. Ka kakaretso, nako ea ntoa ea Russia-Ukraine nakong e tlang e tla ba le tšusumetso e kholo ho theko ea oli. Haeba ntoa ea "blitzkrieg" e fetoha "ntoa e tsitsitseng", ho lebeletsoe hore e be le phello e tsitsitseng ea theko ea oli. ’Me haeba lipuisano tse latelang tsa khotso li tsamaea hantle ’me ntoa e fela kapele, seo se ka beha khatello e tlaase holim’a litheko tsa oli, tse phahamisitsoeng holimo. Ka lebaka leo, litheko tsa oli li tla lula li laoloa ka nako e khuts'oane ke boemo ba russia-Ukraine. Ho latela pono ena, litšenyehelo tsa graphite electrode li ntse li sa tsejoe.
Ea bobeli, ho romela kantle ho naha
Ka 2021, tlhahiso ea China ea graphite electrode e ne e ka ba lithane tse limilione tse 1.1, tseo ho tsona lithane tse 425,900 li ileng tsa romeloa kantle ho naha, e leng karolo ea 34.49% ea tlhahiso ea selemo le selemo ea graphite electrode. Ka 2021, China e ile ea romela lithane tse 39,400 tsa li-electrode tsa graphite ho tsoa Russia Federation le lithane tse 16,400 tse tsoang Ukraine, e leng karolo ea 13.10% ea kakaretso ea thepa e romelloang kantle ho naha ka 2021 le 5.07% ea tlhahiso ea selemo le selemo ea li-electrode tsa graphite.
Likarolong tse tharo tsa pele tsa 2021, tlhahiso ea China ea elektrode ea graphite e ka ba lithane tse 240,000. Mabapi le meeli ea tlhahiso ea ts'ireletso ea tikoloho Henan, Hebei, Shanxi le Shandong, kotara ea pele ea 2022 E ka bona ho fokotseha ha selemo le selemo ho ka bang 40%. Karolong ea pele ea 2021, Chaena e ile ea romela lithane tse 0.7900 tsa li-electrode tsa graphite tse tsoang Russia Federation le Ukraine, tseo ha e le hantle li neng li le ka tlaase ho 6%.
Hona joale, ho theosa le noka ho phatloha sebōpi, sebōpi sa motlakase le indasteri e seng tšepe ea graphite eleketrode resume tlhahiso ka mor'a e 'ngoe, ho reka "reka u se ke ua reka fatše" ka kelellong, ho fokotseha hanyenyane ka diyantle ho ka ba thata ho ba le tšusumetso e itseng marakeng oa graphite electrode lapeng.
Ka hona, ka kakaretso, ka nako e khuts'oane, litšenyehelo e ntse e le eona ntho e ka sehloohong e amang 'maraka oa China oa graphite electrode,' me ho hlaphoheloa ha tlhokahalo ke karolo ea ho chesa.
Nako ea poso: Mar-04-2022