1. Cov ntsiab lus ntawm kev ua lag luam
Kev lag luam xav tau ntawm 2023H1 graphite electrode qhia qhov tsis muaj zog ntawm cov khoom siv thiab kev thov, thiab tus nqi ntawm graphite electrode tsis muaj kev xaiv tab sis poob.
Kev lag luam graphite electrode muaj luv luv "caij nplooj ntoos hlav" hauv thawj peb lub hlis twg.Thaum Lub Ob Hlis, raws li tus nqi ntawm cov khoom siv roj av coke txuas ntxiv nce, tus nqi nruab nrab ntawm graphite electrode tau nce, tab sis lub sijhawm zoo tsis kav ntev.Thaum lub Peb Hlis lig, tus nqi raw khoom tsis tau nce ntxiv tab sis poob, superimposed downstream thov kev ua tau zoo tsis zoo, graphite electrode nqi loosened.
Tom qab nkag mus rau lub quarter thib ob, nrog kev nce ntxiv ntawm kev poob thiab kev txwv ntau lawm hauv cov txheej txheem luv luv steel mills, tag nrho kev muag khoom ntawm graphite electrode kev lag luam tsis zoo, kev sib tw sab hauv pib, thiab cov peev txheej tau rub tawm ntawm tus nqi qis, thiab qee qhov me me. thiab nruab nrab-qhov loj me graphite electrode manufacturers tab tom ntsib kev poob loj thiab ntsib kev hloov pauv, ncua lossis tshem tawm.
2.Supply and demand analysis
(1) Muab khoom
Raws li Xinhuo txheeb cais, kev khiav hauj lwm tus nqi ntawm H1 Tuam Tshoj graphite electrode kev lag luam tseem qis nyob rau hauv 2023, thiab tag nrho cov zis ntawm graphite electrodes nyob rau hauv Tuam Tshoj nyob rau hauv thawj ib nrab ntawm lub xyoo yog 384200 tons, nqis 25.99 feem pua ntawm tib lub sij hawm xyoo tas los.
Ntawm lawv, cov zis ntawm graphite electrode lub taub hau manufacturers feem ntau poob los ntawm 10% piv nrog rau tib lub sij hawm xyoo tas los, cov zis ntawm lub thib ob thiab thib peb echelon manufacturers txo los ntawm 15% thiab 35%, thiab txawm cov zis ntawm ib co me me thiab nruab nrab. -sized graphite electrode manufacturers txo los ntawm ntau npaum li 70-90%.
Cov zis ntawm graphite electrodes hauv Suav teb thawj zaug tau nce thiab tom qab ntawd txo qis hauv thawj ib nrab ntawm 2023. Txij li lub quarter thib ob, nrog rau kev nce ntawm kev kaw thiab kho dua tshiab hauv steel mills, kev tsim cov graphite electrodes yog qhov tsis zoo, pib tswj kev tsim khoom thiab txo kev tsim khoom lossis ntsuas cov txiaj ntsig los ntawm kev tsim khoom ntawm lwm cov khoom graphite.Cov khoom siv ntawm graphite electrodes poob qis heev.
Nyob rau hauv 2023, cov zis ntawm H1 Tuam Tshoj lub graphite electrode kev lag luam mus txog 68.23%, tuav lub siab concentration.Txawm hais tias cov zis ntawm Tuam Tshoj graphite electrode kev lag luam tau poob qis, kev lag luam concentration yog tas li nce.
(2) Xav tau sab
Hauv thawj ib nrab ntawm 2023, tag nrho qhov kev thov ntawm graphite electrode kev lag luam tsis muaj zog.
Nyob rau hauv cov nqe lus ntawm kev siv steel, kev ua haujlwm tsis zoo ntawm kev lag luam steel thiab kev sib sau ntawm cov khoom tiav cov khoom lag luam tau ua rau txo qis ntawm kev txaus siab ntawm steel mills los pib ua haujlwm.Nyob rau hauv lub quarter thib ob, hluav taws xob furnace steel mills nyob rau sab qab teb-central, sab qab teb sab hnub poob thiab North Tuam Tshoj cheeb tsam tsis tuaj yeem dais lub siab ntawm cov nqi upside down thiab xaiv kom tsis txhob tsim khoom thiab txwv kev tsim khoom, ua rau txo qis hauv kev thov rau graphite electrodes dua, thov. txuas ntxiv cov txheej txheem ntev kev xav tau tshwj xeeb tshaj yog kev rov ua dua tshiab, txwv kev lag luam hloov pauv, thiab kev ua haujlwm tsis zoo rau graphite electrodes.
Tsis-steel, hlau silicon, daj phosphorus kev ua lag luam kev ua lag luam nyob rau hauv thawj ib nrab ntawm cov tsis muaj zog, qee qhov me me thiab nruab nrab silicon factories nrog cov txiaj ntsig tsis zoo, cov pace ntawm ntau lawm kuj tau qeeb, tag nrho cov kev thov rau lub zog zoo tib yam graphite electrodes. yog general.
3.Nqe nqi
Kev lag luam tus nqi ntawm graphite electrode tsis pom tseeb hauv thawj ib nrab ntawm 2023, thiab txhua qhov poob yog tshwm sim los ntawm kev poob qis ntawm kev lag luam xav tau. Los ntawm qhov pom ntawm thawj peb lub hlis twg, tom qab lub caij nplooj ntoos hlav Festival caij nplooj ntoos hlav thaum Lub Ib Hlis, qee cov tuam txhab graphite electrode tau nres ua haujlwm rau hnub so, thiab lub hom phiaj pib ua haujlwm tsis siab.Thaum Lub Ob Hlis, raws li tus nqi ntawm cov khoom siv roj av coke txuas ntxiv nce ntxiv, cov tuam txhab graphite electrode tau txaus siab los nce tus nqi, tab sis raws li tus nqi ntawm cov khoom siv tau qis dua, kev ua haujlwm ntawm kev thov qis qis qis, thiab tus nqi ntawm graphite electrode. xoob.
Tom qab nkag mus rau lub quarter thib ob, tus nqi ntawm cov khoom siv hluav taws xob qis qis qis roj av coke, thee tar pitch thiab koob coke tag nrho pib poob, qhov poob ntau ntawm hluav taws xob rauv steel mills superimposed downstream nce, qhov kev thov rau graphite electrodes yog tsawg dua nyob rau hauv kev ncua kev tsim khoom thiab txo qis, thiab cov tuam txhab graphite electrode raug yuam kom txeeb lub khw ntawm tus nqi qis, ua rau tus nqi ntawm graphite electrodes poob qis heev.
2023H1 Tuam Tshoj Graphite electrode Nqe nqe (Yuan / ton) 
4.Ntshuam thiab export tsom xam
Txij thaum Lub Ib Hlis Ntuj mus rau Lub Rau Hli 2023, Tuam Tshoj tau xa tawm tag nrho ntawm 150800 tons ntawm graphite electrodes, nce ntawm 6.03% piv nrog tib lub sijhawm xyoo 2022. Kaus Lim Qab Teb, Russia thiab Malaysia tau suav nrog peb lub tebchaws sab saum toj hauv Suav teb graphite electrode xa tawm thawj zaug. ib nrab xyoo.Raws li kev cuam tshuam ntawm Lavxias-Ukrainian kev ua tsov ua rog thiab EU kev tawm tsam, qhov kev faib ua feem ntawm 2023H1 Suav graphite electrode xa tawm mus rau Russia tau nce ntxiv, thaum uas rau EU lub teb chaws poob qis.
5. Kev kwv yees yav tom ntej
Tsis ntev los no, lub rooj sib tham Politburo tau teeb tsa lub suab rau kev ua haujlwm nyiaj txiag nyob rau ib nrab xyoo thib ob thiab nrhiav kev nce qib tsis tu ncua.Txoj cai yuav txuas ntxiv coj mus rhaub rau ntawm kev siv thiab kev nqis peev, thiab txoj cai vaj tse yuav zoo li txuas ntxiv mus.Raws li qhov kev txhawb nqa no, kev ua lag luam cov kev cia siab rau kev lag luam hauv tsev nyob rau ib nrab xyoo ntawm lub xyoo kuj tau ua qhov zoo.Kev thov hauv kev lag luam steel yuav rov qab los rau qee qhov, tab sis nws yuav siv sijhawm rau qhov kev thov davhlau ya nyob twg los txhawb thiab xa mus rau kev lag luam graphite electrode.Txawm li cas los xij, tau tsav los ntawm kev nce hauv cov khoom siv raw thaum Lub Yim Hli, Nws xav tias tus nqi ntawm graphite electrode yuav nce mus rau qhov taw tes inflection, thiab nws xav tias tus nqi hauv tsev ntawm graphite electrode yuav nce tsis tu ncua nyob rau hauv ib nrab ntawm lub xyoo.
Post lub sij hawm: Aug-02-2023 
