Me ka hoʻomau 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 ka haʻahaʻa haʻahaʻa a me ka pōloli o ka hiki ke hoʻokoe a puni ka honua, ʻo ia wale nō paha 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 needle e piʻi aʻe.
ʻO ke kumu kūʻai o ka aila coke ma hope o ka lā hoʻomaha ua hōʻike ʻia ʻekolu 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 pii 1000 yuan/ton ma ka makahiki-ma-makahiki kumu.
Needle coke, ma hope o kaʻahaʻaina i 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 / tona, ka awelika mahina mahuahua o 2000 yuan/ton.Imported aila moʻo nila coke moʻa coke 2000-2200 yuan/ton, pili i 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/ton. , 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 no ka 12.1% o ka hana ʻaila ʻaila honua i 2020, me nā mea hoʻopuka nui i ʻEulopa a me Kina.Ma keʻano laulā, 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 hele 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 makahiki 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 hana hoʻomalu kaiapuni ma Henan, Hebei, Shanxi a me Shandong, ʻo ka hapaha mua o 2022 Mei 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 i emi iho ma mua o 6%.
I kēia manawa, ʻo ka umu ahi i lalo, ka umu uila a me ka ʻoihana non-steel o ka graphite electrode e hoʻomau 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 hoʻoiho. 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