Me ka hoomau escalation o ka paio ma waena o Rusia a me Ukraine, Rusia a me Ukraine e like me China ka graphite electrode hoʻolilo 'āina, e hana i kekahi hopena ma Kina ka graphite electrode lawe aku?
ʻO ka mea mua, nā mea maka
ʻO ke kaua ma waena o Rūsia a me Ukraine ua hoʻonui i ka volatility i ka mākeke aila, a me nā haʻahaʻa haʻahaʻa a me ka pōloli o ka hiki ke hoʻokoe a puni ka honua, ʻo ia wale nō ka piʻi ʻana o nā kumukūʻai aila e hoʻemi i ka noi. Hoʻopilikia ʻia e ka loli ʻana o ka mākeke aila ʻaila, coke petroleum home, nā kumu kūʻai coke nilala e piʻi aʻe.
ʻO ke kumukūʻai o ka petroleum coke ma hope o ka lā hoʻomaha i hōʻike ʻia i ʻekolu mau piʻi ʻana, ʻehā mau piʻi ʻana, e like me ka hoʻokuʻu ʻana, jinxi petrochemical coking kumukūʻai o 6000 yuan / ton, piʻi 900 yuan / ton i ka makahiki-ma-makahiki kumu, Daqing Petrochemical kumu kūʻai. o 7300 yuan/ton, a hiki i 1000 yuan/ton ma ka makahiki-ma-makahiki kumu.
Needle coke, ma hope o kaʻahaʻaina hōʻike i ka piʻi pālua, aila koila coke ka nui mahuahua o 2000 yuan / ton, e like me ka paʻi 'ana, home graphite electrode aila nila coke kuke coke kumu kūʻai o 13,000-14,000 yuan / ton, ka awelika mahina mahuahua o 2000 yuan/ton. Imported aila moʻo nila coke moʻa coke 2000-2200 yuan/ton, pāʻia e ka aila moʻo nilala coke, lanahu moʻo nilala coke kumu kūʻai i piʻi aʻe i kekahi laulā, home graphite electrode me lanahu moʻo nila coke moʻa coke hāʻawi 110-12,000 yuan / tona. , ka awelika hoʻonui mahina o 750 yuan/ton. Hoʻokomo ʻia ka graphite electrode me ka lanahu nila coke coke i ʻōlelo ʻia he 1450-1700 USD/ton.
ʻO Rūsia kekahi o nā mea hana aila ʻekolu o ka honua, e helu ana i ka 12.1% o ka hana aila ʻaila honua ma 2020, me nā mea hoʻoiho ma ʻEulopa a me Kina. Ma keʻano holoʻokoʻa, ʻo ka lōʻihi o ke kaua ʻo Russia-Ukraine i ka wā ma hope e loaʻa ka hopena nui i nā kumukūʻai aila. Inā lilo ke kaua "blitzkrieg" i "kaua hoʻomau", manaʻo ʻia e loaʻa ka hopena hoʻoikaika mau i nā kumukūʻai aila. A inā holo maikaʻi nā kamaʻilio maluhia ma hope a hoʻopau koke ke kaua, hiki iā ia ke hoʻohaʻahaʻa i ke kumu kūʻai aila, i hoʻokiʻekiʻe ʻia. ʻO ka hopena, e hoʻomau ʻia nā kumukūʻai aila i ka wā pōkole e ke kūlana russian-Ukrainian. Mai kēia manaʻo, ʻaʻole maopopo ke kumukūʻai o ka electrode graphite.
ʻO ka lua, hoʻokuʻu aku
I ka makahiki 2021, ʻo ka hoʻopuka ʻana o Kina o ka graphite electrode ma kahi o 1.1 miliona tons, kahi o 425,900 tons i lawe ʻia aku, e helu ana no 34.49% o ka puka makahiki o Kina o ka graphite electrode. I ka makahiki 2021, ua hoʻokuʻu aku ʻo Kina i 39,400 tons graphite electrodes mai The Russian Federation a me 16,400 tons mai Ukraine, e helu ana no 13.10% o ka nui o nā mea i hoʻokuʻu ʻia ma 2021 a me 5.07% o ka hoʻopuka makahiki o Kina o nā electrodes graphite.
I nā hapaha mua ʻekolu o 2021, ʻo ka hoʻopuka ʻana o Kina o ka graphite electrode ma kahi o 240,000 tons. Ma ke ʻano o nā palena o ka hana ʻana i ka mālama ʻana i ke kaiapuni ma Henan, Hebei, Shanxi a me Shandong, ʻo ka hapaha mua o 2022 Mei e ʻike i ka emi ʻana o ka makahiki ma kahi o 40%. I ka hapaha mua o 2021, ua lawe aku ʻo Kina i ka huina o 0.7900 tons o nā electrodes graphite mai ka Russian Federation a me Ukraine, ʻo ia ka mea ma lalo o 6%.
I kēia manawa, hoʻomau ka hana ʻana o ka umu ahi i lalo, ka umu uila a me ka ʻoihana non-steel o ka graphite electrode i ka hana ʻana i kekahi ma hope o kekahi, ke kūʻai ʻana i ka "kūʻai mai kūʻai ʻole i lalo" i ka noʻonoʻo, hiki ke paʻakikī ka emi ʻana o nā mea kūʻai aku. ma ka hale kuai graphite electrode.
No laila, ʻo ka holoʻokoʻa, i ka wā pōkole, ʻo ke kumukūʻai ke kumu nui e pili ana i ka mākeke electrode graphite o Kina, a ʻo ka hoʻihoʻi ʻana o ka noi ke kuleana o ka puhi ʻana.
Ka manawa hoʻouna: Mar-04-2022