Ntlha ea pele, tlhahlobo ea mokhoa oa theko
Karolong ea pele ea 2021, theko ea graphite electrode ea China e matla, haholo-holo e rua molemo ho theko e phahameng ea thepa e tala, e khothalletsang ho phahama ho tsoelang pele ha theko ea li-electrode tsa graphite, khatello ea tlhahiso ea likhoebo, boikemisetso ba theko ea 'maraka bo matla,' me phepelo ea lisebelisoa tsa litlhaloso tse nyenyane le tse mahareng li tiile, tse thusang ho phahama ka kakaretso ha theko ea li-electrode tsa graphite.
China graphite eleketrode maraka karolong ea bobeli ka mor'a hore ka potlako ho ea holimo botsitso.The phahama ka potlako e haholo-holo a bonahatsa ka April, limilo tsa tšepe ile a qala ho pota-pota e ncha ea ho reka, tlaase noka noka noka sebōpi tšepe tšepe Mills le phaello e phahameng le ho qala phahameng, e ntle graphite electrode demand.On lehlakoreng le leng, Inner Mongolia e na le tshebediso ya matla a mabeli, phepelo ea graphite e ntseng e eketseha le theko ea graphite e ntseng e eketseha, theko ea graphite e fokotsehile. Li-electrode tsa graphite. Leha ho le joalo, ho tloha ka May ho ea ho June, litheko tse tala tsa petroleum coke li mpe, li kopantsoe le khatello e tlaase, litheko tsa li-electrode tsa graphite li phahama li fokola.
Karolong ea boraro, theko ea electrode ea graphite naheng ea Chaena e ne e tsitsitse ebile e fokola, 'me tlhoko ea setso ea nako ea selemo, hammoho le lehlakore le matla la phepelo, ho se lumellane pakeng tsa phepelo le tlhokahalo ho ile ha lebisa ho theoheng ha litheko tsa li-electrode tsa graphite. Leha ho le joalo, likhoebo tse ling tsa li-electrode tsa graphite li potlakela ho hlakola matlo a polokelo le ho fumana chelete, e leng se lebisang ho theoheng ha litheko tsa li-electrode tsa graphite qalong le qetellong ea kotara ea boraro.
Karolong ea bone, ka lebaka la tšusumetso ea tlhahiso ea malapeng le thibelo ea motlakase, theko ea thepa e tala ea malapeng e ile ea tsoela pele ho phahama, le coke e tlaase ea sebabole, asphalt e ile ea phahama haholoanyane, theko e phahameng ea motlakase, Inner Mongolia le libaka tse ling tsa phepelo ea graphite e thata le theko e phahameng, litšenyehelo li khothalletsa theko ea li-electrode tsa graphite Chaena. phaello e tlaase, empa hape e bakile ho theoha ha tlhokahalo ea 'maraka, phepelo le tlhokahalo li fokola, ho fetoha ha theko ho phahame.Ha ho na tlhokahalo, ho khanna litšenyehelo feela, le ho phahama ha theko ha ho na tšehetso e tsitsitseng, kahoo ho hula ha theko ea nako e khutšoanyane ho fetohile ntho e tloaelehileng ka linako tse ling.
Ka kakaretso, ts'abo e akaretsang ea 'maraka oa graphite electrode ea China ka 2021 e matla. Ka lehlakoreng le leng, litheko tsa thepa e tala li tla khothaletsa ho phahama le ho oa ha theko ea li-electrode tsa graphite, 'me ka lehlakoreng le leng, ho qala le phaello ea litsi tsa tšepe tsa sebōpi sa motlakase li lebisitse ka katleho ho phahama le ho oa ha theko ea graphite electrode. li-electrode ho pholletsa le selemo.
II. Tlhahlobo ea litšenyehelo le phaello
Ho tloha ho ultra high power graphite electrode cost analysis, in Jiangsu Ultra high power graphite electrode 500, ho etsa mohlala, kotara ea bobeli May phaello e fihlile ho 5229 yuan / ton, ea boraro September tlaase-1008 yuan / ton, ho tloha ka pono ea 2021 marakeng, ho feta matla a graphite electrode 201, ho bapisoa le nako e ngata ea graphite electrode 201, 8 le nako ea ho boloka chelete e ngata ea China. indasteri ea li-electrode tsa graphite ha e le hantle e kene molemong oa nts'etsopele e ntle.
Ho latela liphetho tsa lichelete tsa Fangda Carbon likotareng tse tharo tsa pele tsa 2021, sekhahla sa kholo ea phaello e ne e le 71.91% kotareng ea pele, 205.38% kotareng ea bobeli, le 83.85% kotareng ea boraro. Kotara ea bobeli ea 2021 le eona ke nako ea kholo ea phaello e potlakileng.
Ea boraro, tlhahlobo ea tlhokahalo
(1) Likarolo tsa kantle ho naha
Ka 2021, kakaretso ea li-electrode tsa graphite tsa China li lebelletsoe ho fihla ho lithane tse 400,000, ho nyoloha ka 19.55% selemo le selemo, ho feta boemo ba 2020. Ho tloha ka Pherekhong ho isa ho Pulungoana data ea kantle ho naha, thomello e fihlile ho lithane tse 391,200. e hlophisitsoeng, e eketsang palo ea thepa e romelloang kantle ho naha.
Ka 2021, mokhoa o akaretsang oa thekiso ea li-graphite electrode tsa China o matla, ho tloha ho putlama ha 'maraka oa lefats'e oa moruo, ha o bapisoa le mmaraka oa 2021 le 2019, o bonts'itse phapano e matla, 2019 China ea 2019 ea China ea graphite electrode e tsepamisitse maikutlo haholo lipakeng tsa Hlakubele-Loetse, Hlakubele-Phupu Phupu li-graphite tsa li-elektrode li ntse li eketseha, Hlakubele-Loetse 6, li-export tsa 2019. diyantle di tsitsitse ebile di fokola, Hlakubele le Pudungwana ho tlatselletsa kgolong e potlakileng, kakaretso ya diyantle kotara ka nngwe e batla e lekana.
(2) Tlhokahalo ea lapeng
Litsi tse amehang tse lokollotsoeng: ka 2021, tlhahiso ea tšepe ea China e ne e le lithane tse limilione tse likete tse 1.040, e theohile ka 2.3% selemo le selemo, tlhoko ea elektrode ea graphite ea China e ne e le lithane tse 607,400, 'me ka 2021, tlhahiso ea elektrode ea graphite ea China e lebelletsoe ho feta lithane tse limilione tse 1.2.
Ho tloha tlhokahalo ea hona joale ea malapeng le ea linaheng tse ling, li-electrode tsa graphite tsa Chaena li boemong ba overcapacity.E boetse e bakile ka tsela e sa tobang hore theko ea hona joale ea graphite electrode e theko e boima ho khutlela mehleng ea phaello e phahameng.
Pono ea 'maraka oa graphite electrode ka 2022
Tlhahiso: nakong ea Pherekhong-Pherekhong, likhoebo tse kholo tsa graphite electrode li boloka boemo bo tloaelehileng ba tlhahiso, empa ha taolo ea ts'ireletso ea tikoloho ea mariha e ntse e atamela, ho fihlela ka Pherekhong, Inner Mongolia, Shanxi, Hebei, Henan, Shandong, Liaoning le libaka tse ling li tla tobana le tlhokomelo ea tlhahiso, 'maraka o qala ho theoha le ho boloka o le tlase, kamora Hlakubele graphite electrode maraka ka kakaretso phepelo ea lisebelisoa e thata.
Inventory, karolong ea bone ea 2021, tlhoko ea 'maraka ha e sa lebelloa, tlhokahalo ea' maraka ea kantle ho naha ka ho phatloha hape, pokello ea lihlahisoa tsa Selemo se Secha ha e na matla, pokello ea lihlahisoa tsa khoebo ea graphite electrode, leha likhoebo tse ling li potlakisa thekiso ea phokotso ea chelete, empa tlhokahalo e tlase ea tlhokahalo ha e hlake, mme e potlakisa tlholisano e mpe ea 'maraka, empa mohopolo o hlakile.
Mabapi le tlhokeho, China ea graphite eleketrode tlhokeho holim'a 'maraka haholo-holo a bonahatsa' marakeng tšepe, diyantle maraka le tšepe le silicon market. Iron le tšepe maraka: ho tloha January ho February, 'maraka tšepe qala tlaase, e ka sehloohong tšepe semela graphite electrode na le pele setoko inventory, sebōpi sa motlakase sebōpi tšepe semela qala kapa ka kakaretso, ka nako e khutsoanyane, ho reka ka kakaretso ka nako e khutsoanyane, theko ea thepa ka kakaretso e se nang nako e khutšoanyane. tšusumetso e nyane 'marakeng oa li-electrode tsa graphite.Mmaraka oa silicon: Indasteri ea silicon ha e so fete nako ea komello. Ka nako e khutšoanyane, indasteri ea tšepe ea tšepe e ntse e tsoela pele ho qala ho fokola pele ho selemo, 'me tlhokahalo ea li-electrode tsa graphite e ntse e tsoela pele ho ba mokhoa o tsitsitseng le o fokolang pele ho selemo.
Mabapi le thomello ea thepa, thepa ea likepe e ntse e le holimo, 'me kutloisiso ea litsebi e lebeletsoe hore litefiso tsa thepa li tla tsoela pele ho sebetsa ka nako e telele, tse ka' nang tsa nolofatsa 2022. Ho phaella moo, tšubuhlellano ea boema-kepe ba lefats'e e bile hoo e ka bang 2021. Ka mohlala, Europe le Asia Bochabela, ka karolelano ho lieha ha matsatsi a 18, 20% ho feta pele, e leng se entseng hore ho be le phuputso e phahameng ea ho tsamaisa thepa ea Chaena, e leng se etsang hore ho be le phuputso e phahameng li-electrode.Ho ea Chaena
Nako ea poso: Jan-10-2022