European Commission inotenda kuti kuwedzera kwezvinotengeswa neChina kuEurope kwakakanganisa maindasitiri akakodzera muEurope. Muna 2020, kudiwa kwekabhoni muEurope kwakadzikira nekuda kwekuderera kwesimba rekugadzira simbi uye denda iri, asi huwandu hwezvinhu zvakatengwa kubva kuChina hwakawedzera ne12% gore negore, uye mugove wemusika wakasvika 33.8%, kuwedzera kwe11.3 muzana; Mugove wemusika wemakambani evashandi vekuEurope wakadzikira kubva pa61.1% muna 2017 kusvika pa55.2% muna 2020.
Kuferefeta nyaya iyi kwakabatanidza mitemo yakawanda yekutarisa zvakaita sekupindirana kwezvigadzirwa, manyuko nemutengo wepetroleum coke, mari yekufambisa, magetsi uye nzira yekuverenga. Vanhu vekuChina vakaita seChina Chamber of Commerce for mechanical and electrical industry, Fangda group naLiaoning dantan vakamutsa kusava nechokwadi uye vakatenda kuti mitemo yakagamuchirwa neEuropean Commission yakanga yakakanganiswa.
Kuferefeta nyaya iyi kunosanganisira zvinhu zvakawanda zvakaita sekupindirana kwezvigadzirwa. Vanhu vekuChina vakaita seChina Chamber of Commerce for mechanical and electrical industry, Fangda group naLiaoning dantan vese vakapokana kuti mitemo yakagamuchirwa neEuropean Commission yakanga yakanganiswa.
Zvisinei, nyaya zhinji dzakakwidzwa dzakarambwa neEuropean Commission nechikonzero chekuti makambani ekuChina haana kuisa zviyero kana mwero zviri nani kana zvisina kukanganiswa.
China ndiyo inotengesera kunze kwenyika ma electrode e graphite. Everbright Securities yakataura kuti mumakore achangopfuura, ongororo dzekunze dzinopesana nekudzingwa kwe electrode dze graphite dzeChina dzave dzichienderera mberi, izvo zvinokonzerwa nemutengo wakaderera uye kukwira zvishoma nezvishoma kwemhando yema electrode e graphite emuno, uye huwandu hwekutengesa kunze kwenyika hwakawedzera gore negore.
Kubva muna 1998, India, Brazil, Mexico neUnited States dzakaita ongororo dzinotevedzana dzekudzivirira marara uye dzakaisa mabasa ekudzivirira marara pama electrodes e graphite ekuChina.
Mushumo weEverbright Securities unoratidza kuti nzvimbo huru dzekutengeswa kwe graphite electrodes kuChina dzinosanganisira Russia, Malaysia, Turkey, Italy nezvimwewo.
Kubva muna 2017 kusvika 2018, kugona kwekugadzira ma electrode e graphite ekunze kwenyika kwakadzikira zvishoma nezvishoma. Makambani akadai se graftech muUnited States ne Sigri SGL muGermany akaramba achideredza kugona kwekugadzira, uye akavhara mafekitori matatu ekunze zvichiteerana, achideredza kugona kwekugadzira nematani angangoita 200 000. Mukana wekuwanikwa kwemagetsi nezvinodiwa kunze kwenyika wakawedzera, zvichikonzera kudzoreredzwa kwekudiwa kwe graphite electrode yeChina yekuburitsa kunze kwenyika.
Everbright Securities inofanotaura kuti huwandu hwema graphite electrode ekuChina anotarisirwa kutengeswa kunze kwenyika hunosvika matani 498500 muna 2025, kuwedzera kwe17% mugore ra2021.
Zvichienderana nedata reBaichuan Yingfu, kugona kwekugadzira ma electrode e graphite emuno muna 2021 kwaive matani mamiriyoni 1.759. Huwandu hwekutengesa kunze kwenyika hwaive matani 426200, nekuwedzera kukuru kwegore negore kwe27%, chiyero chepamusoro-soro munguva imwe chete mumakore mashanu apfuura.
Kudiwa kwe graphite electrode kwakadzika kunonyanya kukonzerwa nemaindasitiri mana: kugadzira simbi yemagetsi ye arc furnace, kugadzira simbi yero ye phosphorus inonyungudika pasi pe arc furnace, kugadzira simbi ye abrasive uye kugadzira simbi yeindasitiri, pakati pazvo kudiwa kwekugadzira simbi yemagetsi ye arc furnace ndiko kwakanyanya.
Zvichienderana nehuwandu hwedata reBaichuan, kudiwa kwema electrode e graphite muindasitiri yesimbi nesimbi kuchave chikamu chehafu yehuwandu hwese hunodiwa muna 2020. Kana kudiwa kwemuno chete kukafungwa, electrode ye graphite inoshandiswa mu electric arc furnace steel making inokwana 80% yehuwandu hwese hunoshandiswa.
Everbright Securities yakaratidza kuti graphite electrode ndeyeindasitiri inoshandisa simba rakawanda uye inoburitsa kabhoni yakawanda. Nekushandurwa kwemitemo kubva pakudzora kushandiswa kwesimba kuenda pakudzora kuburitsa kabhoni, maitiro ekuwanikwa uye kudiwa kwe graphite electrode achavandudzwa zvakanyanya. Zvichienzaniswa nefekitori dzesimbi dzinoshanda kwenguva refu, simbi yeEAF inoshanda kwenguva pfupi ine zvakanakira zviri pachena zvekudzora kabhoni, uye kudiwa kweindasitiri ye graphite electrode kunotarisirwa kuwedzera nekukurumidza.
Nguva yekutumira: Kubvumbi-12-2022