"Kuyerwa kwesimba" yanga iri nyaya inopisa muChina kubva munaGunyana.Chikonzero che "simba rekugadzirisa" ndiko kukurudzirwa kwechinangwa che "carbon neutrality" uye simba rekushandisa simba.Mukuwedzera, kubvira pakutanga kwegore rino, kune zvakasiyana-siyana zvemakemikari ematengo nhau dzakabuda imwe pashure peimwe, pakati peiyo graphite electrode, chinhu chinonyanya kukosha muindasitiri yesimbi, yakagamuchira zvishoma kubva kumusika gore rino, uye simbi. indasitiri uye kusarerekera kabhoni.
Industrial chain: inonyanya kushandiswa mukugadzirwa kwesimbi
Graphite electrode imhando yepamusoro tembiricha yekudzivirira graphite conductive zvinhu, graphite electrode inogona kuita zvazvino uye kugadzirwa kwemagetsi, kuitira kunyungudutsa simbi inoputika muchoto chinoputika kana zvimwe zvigadzirwa kugadzira simbi nezvimwe zvigadzirwa zvesimbi, zvinonyanya kushandiswa mukugadzirwa kwesimbi. .Graphite electrode imhando yezvinhu ine yakaderera resistivity uye kuramba kune inopisa gradient mumagetsi arc vira.Hunhu hukuru hwekugadzirwa kwe graphite electrode ndeyekureba kugadzirwa kutenderera (kazhinji kunotora mwedzi mitatu kusvika mishanu), kushandiswa kwesimba kwakanyanya uye maitiro akaomarara ekugadzira.
Industrial chain mamiriro egraphite electrode:
Graphite electrode indasitiri inosungirira kumusoro kwemvura mbishi zvinhu zvakanyanya zvepetroleum coke, tsono coke, chikamu chezvakagadzirwa mari yekugadzira graphite electrode yakakura, inodarika makumi matanhatu neshanu muzana, nekuda kweChina hunyanzvi hwekugadzira tsono coke uye tekinoroji zvinoenderana neJapan nedzimwe. nyika ichine gaka rakakura, mudzimba tsono coke mhando yakaoma kuve nechokwadi, saka kutsamira kweChina kune yemhando yepamusoro tsono coke kuchiri kwakakwira, Muna 2018, huwandu hwese hwetsono coke muChina hwaive matani 418,000, ayo 218,000 matani aive. inotengeswa kunze kwenyika, inodarika 50%.Iyo huru yekudzika kwemvura kushandiswa kwemagraphite electrode iri mueAF kugadzirwa kwesimbi.
Graphite electrode inonyanya kushandiswa musimbi uye simbi kunyungudutsa.Kuvandudzwa kweindasitiri yegraphite electrode muChina kunoenderana nekuvandudzwa kweChinese iron nesimbi indasitiri.China's graphite electrode yakatanga muma1950s.Warburg Securities yakakamura kukura kwegraphite electrode muChina kuita matanho matatu:
1. Yakatanga kusimukira muna 1995 - kugadzirwa kwevanhu vakawanda muna 2011;
2. Kusiyanisa kwebhizimisi kwakawedzera muna 2013 - hupfumi hwakavandudzika zvikuru muna 2017;
3. 2018 iri munzira yekudzika - hondo dzemitengo dziri kutanga muna 2019.
Kutengesa uye kudiwa: yemagetsi choto chesimbi inodiwa inoverengera ruzhinji
Panyaya yekubuda uye kushandiswa, maererano nekuongorora kwechando Sullivan, kugadzirwa kwemagraphite electrodes kuChina kwakadzikira kubva pa 0.53 miriyoni matani muna 2015 kusvika 0.50 miriyoni matani muna 2016, zvichiratidza kuderera.Muna 2020, denda iri rakakanganisa mashandiro evagadziri nekuda kwezvirambidzo zvemanejimendi pamaawa ekushanda, kuvhiringwa kwevashandi pamwe nekuchinja kwemaitiro ekushanda.
Nekuda kweizvozvo, kugadzirwa kweChina kwemagraphite electrode kwadonha zvakanyanya.Inotarisira kuti kugadzirwa kuchasvika 1,142.6 kilotons muna 2025, ine cagR ingangoita 9.7% kubva 2020 kusvika 2025, sezvo mashandiro anotangazve uye manejimendi anotsigira eAF simbi kusimudzira.
Saka ndiko kubuda, uyezve kushandiswa.Kushandiswa kweGraphite electrode kuChina kwakatanga kuwedzera kubva muna 2016, kusvika pa 0.59 miriyoni matani muna 2020, necagR ye10.3% kubva 2015 kusvika 2020. Graphite electrode kushandiswa kunotarisirwa kusvika 0.94 miriyoni matani muna 2025. electrode kugadzirwa uye kushandiswa.
Kubuda kwegraphite electrode kunoenderana neicho cheEAF simbi.Kukura kweEAF simbi inobuda kunofambisa kudiwa kwegraphite electrode mune ramangwana.China yakagadzira 127.4 miriyoni matani eeaf simbi uye 742,100 matani egraphite electrodes muna 2019, maererano neWorld Iron and Steel Association neChina Carbon Industry Association.Kubuda uye kukura kwe graphite electrode muChina zvine hukama zvakanyanya nekubuda uye chiyero chekukura kweEAF simbi muChina.
Muna 2019 na2020, kudiwa kwepasi rose kweEAF simbi uye isiri-EAF simbi i1.376,800 matani uye 1.472,300 matani zvichiteerana.Warburg Securities inofanotaura kuti kudiwa kwepasi rose kuchakwira mberi mumakore mashanu anotevera uye kunosvika anenge 2.104,400 matani muna 2025. Kudiwa kwesimbi yesimbi yemagetsi kunoda huwandu hwakawanda, iyo inofungidzirwa kusvika 1,809,500 matani muna 2025.
Kuenzaniswa ne blast furnace simbi kugadzira, electric furnace steel kugadzira kune zvakanakira zviri pachena mukuburitsa kabhoni.Kuenzaniswa nekugadzirwa kwesimbi yesimbi, kugadzira simbi ne 1 tani yezvikara zvesimbi kunogona kuderedza 1.6 matani e carbon dioxide emissions uye matani matatu emarara akaomarara.Brokerage tsvagiridzo yekuti choto chemagetsi uye kuputika simbi yevira patani yekabhoni emission ratio mu0.5:1.9 level.Vatsvagiri vebrokerage vakati, "kuvandudzwa kwesimbi yechoto yemagetsi kunofanirwa kuve kwakajairika."
Muna Chivabvu, Bazi reIndasitiri uye Ruzivo rweTekinoroji yakapa Chiziviso pamusoro peImplementation Measures of Capacity Replacement muIron and Steel Industry, iyo yakaitwa zviri pamutemo musi waChikumi 1. Matanho ekushandisa ekutsiviwa kwesimba achawedzera zvakanyanya chikamu chekutsiva simbi uye kuwedzera nzvimbo dzakakosha dzekudzivirira nekudzora kusvibiswa kwemhepo.Masangano anotenda kuti nzira itsva yekutsiviwa ichawedzera kuderedza simbi, kubatanidza indasitiri yesimbi kugadzirisa kuwanda kwehuwandu.Panguva imwecheteyo, kuitwa kweiyo yakadzokororwa yekutsiva nzira inomhanyisa kusimudzira kweAF, uye chikamu cheEAF simbi chichawedzerwa zvishoma nezvishoma.
Graphite electrode ndiyo chinhu chikuru chevira remagetsi, inokurudzirwa nekudiwa kwechoto chemagetsi, kudiwa kwayo kunotarisirwa kuwedzera kuwedzera, graphite electrode inobatwa nemutengo wayo.
Kuchinja kukuru kwemutengo: cyclical maitiro
Kubva 2014 kusvika 2016, musika wepasi rose wegraphite electrode wakadzikira nekuda kwekushomeka kwemvura yakadzika, uye mitengo yegraphite electrode yakaramba yakaderera.Muna 2016 ne graphite electrode vagadziri vemutsara wemutsetse kubva pazasi mutengo wekugadzira, kuverengera munharaunda kusvika kune yakaderera, 2017 mutemo kupera kudzima DeTiaoGang yepakati frequency furnace, nhamba huru yesimbi yakarashika muchoto chesimbi, iyo graphite electrode indasitiri muChina muhafu yechipiri ye 2017 inoda kuwedzera, nekuda kwekuwedzera kwekudiwa kwegraphite electrode tsono coke pamitengo yezvigadzirwa yakakwira zvakanyanya muna 2017, Muna 2019, yakasvika kwatiri $3,769.9 patani, yakakwira ka5.7 kubva 2016.
Nguva yekutumira: Oct-15-2021