Tlhahlobo ea 'maraka oa graphite electrode ka 2021

Ntlha ea pele, tlhahlobo ea mokhoa oa theko

Karolong ea pele ea 2021, theko ea China ea graphite electrode 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 khoebo, boikemisetso ba theko ea 'maraka bo matla, le phepelo ea lihlahisoa tse nyenyane le tse nyenyane. lisebelisoa tse hlalosang boholo bo mahareng li tiile, tse ruisang molemo ho phahama ka kakaretso ha theko ea li-electrode tsa graphite.

China graphite electrode maraka karolong ea bobeli ka mor'a hore ka potlako ho ea holimo botsitso.Ho phahama ka potlako ho bonahala haholo-holo ka April, limilone tsa tšepe li ile tsa qala potoloho e ncha ea ho reka, lihlahisoa tsa tšepe tse tlaase tsa sebōpi tsa motlakase tse nang le phaello e phahameng le ho qala holimo, tlhokahalo e ntle ea graphite electrode. .Ka lehlakoreng le leng, Inner Mongolia e na le tšebeliso ea matla a mabeli, phepelo ea graphite e thata, 'me phepelo ea li-electrode tsa graphite e fokotsehile, e eketsa matla a theko ea li-electrode tsa graphite. Leha ho le joalo, ho tloha ka May ho ea ho June, coke e tala ea petroleum coke. litheko li mpe, li kopantsoe le khatello e tlase, litheko tsa li-electrode tsa graphite li nyoloha li fokola.

Karolong ea boraro, theko ea elektrode ea graphite naheng ea China e ne e tsitsitse ebile e fokola, 'me tlhoko ea khale ea nako ea selemo, hammoho le lehlakore le matla la phepelo, ho se lumellane lipakeng tsa phepelo le tlhokeho ho ile ha lebisa ho theoheng ha litheko tsa elektrode tsa graphite. lisebelisoa tse tala, theko e ntse e phahama, 'me tlas'a khatello ea litšenyehelo, theko ea electrode ea graphite e matla. 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 oli ea sebabole, asphalt e ile ea phahama haholo, theko e phahameng ea motlakase, Inner Mongolia le libaka tse ling tsa phepelo ea graphite li thata ebile theko e phahameng, theko e khothalelitse theko ea li-electrode tsa graphite naheng ea China. Leha ho le joalo, le hoja moeli oa tlhahiso le matla a matla a amme likhoebo tsa li-electrode tsa graphite, empa tšepe ea sebōpi ea motlakase e tlaase e ile ea qala phaello e tlaase, e tlaase, empa hape e bakile ho theoha ha tlhokahalo ea 'maraka, phepelo le tlhokahalo li fokola, ho khutlisetsoa ha theko ho phahame.Ha ho na tlhoko, 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, theko ea thepa e tala e tla khothalletsa ho phahama le ho oa ha theko ea li-electrode tsa graphite, 'me ka lehlakoreng le leng, ho qala le phaello ea lichelete tsa tšepe tsa sebōpi sa motlakase li entse hore ho be le ho phahama le ho oa ha theko ea graphite electrode. Ho oa ha 'maraka oa li-electrode tsa graphite ka 2021 ho ile ha behella ka thoko tšusumetso ea phepelo, e nang le litšenyehelo tsa thepa e tala le tlhoko e tlase ea noka, e hlalosang ho fetoha ha litheko tsa li-electrode tsa graphite ho pholletsa le selemo.

II. Tlhahlobo ea litšenyehelo le phaello

Ho tloha tlhahlobong ea litšenyehelo tse phahameng tsa graphite electrode, ho Jiangsu Ultra high power graphite electrode 500, mohlala, kotara ea bobeli May phaello e fihlile ho 5229 yuan / ton, ea boraro ea September e tlase-1008 yuan / ton, ho tloha ponong ea 'maraka oa 2021, ho feta ho feta phaello ea matla a graphite electrode nako e ngata e boloka nts'etsopele e ntle, ha e bapisoa le 2018-2020, indasteri ea China ea graphite electrode 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. Ka 2021, e ameha haholo ke lintlha tsa seoa sa malapeng, 'me mosebetsi oohle o etsoa ka mokhoa o hlophisitsoeng haholoanyane, ho eketsa palo ea li-export.

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 phapang e matla, thekiso ea kantle ea graphite ea China ea 2019 e tsepamisitsoe haholo lipakeng tsa Hlakubele-Loetse, Hlakubele-Phupu. e ntseng e eketseha, li-export tsa March-September li nka 66.84% ea thepa ea selemo le selemo, 'me ka 2021, thepa e tsoang linaheng tse ling e tsitsitse ebile e fokola, March le November ho phaella kholong e potlakileng, kakaretso ea thepa e romelloang kotara e' ngoe le e 'ngoe 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-Hlakola, 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, marakeng qala fatše le ho boloka tlaase, ka mor'a hore March graphite eleketrode maraka kakaretso letheba mohlodi phepelo e thata.

Inventory, kotareng ea bone ea 2021, tlhoko ea 'maraka e hole le ho lebelletsoe, tlhokahalo ea' maraka ea kantle ho naha ka ho phatloha hape, pokello ea lihlahisoa tsa Selemo se Secha ha e matla, pokello ea lihlahisoa tsa khoebo ea graphite electrode, leha likhoebo tse ling li potlakisa thekiso ea phokotso ea chelete, empa tlhokahalo e tlase. ho hlaphoheloa ha ho totobetse, 'me ho potlakisa tlhōlisano e mpe ea' maraka, thepa ha e phahame, empa monahano o hlakile haholoanyane.

Mabapi le tlhokeho, 'maraka oa China oa graphite electrode tlhokahalo ea holim'a maraka o bonahala haholo' marakeng oa tšepe, 'maraka oa kantle ho naha le maraka oa tšepe le silicon.' Maraka oa tšepe le oa tšepe: ho tloha ka Pherekhong ho isa ho Hlakola, 'maraka oa tšepe o qalile o le tlase, mochini o tloaelehileng oa tšepe oa graphite electrode o na le. thepa ea pele ea thepa, semela sa tšepe ea sebōpi sa motlakase se qalileng kapa ka kakaretso, ka nako e khutšoanyane, boikemisetso ba ho reka ka kakaretso ba litsila tsa tšepe ha bo matla, ka nako e khutšoanyane, tlhokahalo ea thota e tlaase e na le tšusumetso e fokolang 'marakeng oa graphite electrode.Silicon market. : Indasteri ea silicon ha e e-s'o fete nako e omileng. 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 litekanyetso tsa thepa li tla tsoela pele ho sebetsa ka nako e telele, e leng se ka nolofatsang ho 2022. Ho phaella moo, tšubuhlellano ea boema-kepe ea lefats'e e bile ho pota 2021. Europe le Asia Bochabela, mohlala, ka karolelano ho lieha ha matsatsi a 18, 20% ho feta pele, ho fella ka litšenyehelo tse phahameng tsa ho romela thepa.EU e entse lipatlisiso tse khahlanong le ho lahla ha li-electrode tsa graphite tsa Chaena.Ho China