Kutanga, mari
Zvinhu zvakanaka: mutengo weiyo inotengeswa tsono coke muChina inokwidziridzwa nemadhora zana / tani, uye mutengo uchaitwa kubva muna Chikunguru, izvo zvinogona kutyaira mutengo wemhando yepamusoro tsono coke muChina kukwira pamwe chete nawo. Mari yekugadzira ye-ultra-high power graphite electrode ichiri kukwira pamwero wepamusoro.
Zvakaipa zvinhu: yakaderera sarufa mafuta coke mutengo wemusika unokwira nekukurumidza, ichangoburwa yakaderera sarufa mafuta coke musika haina kusimba, mutengo zvishoma nezvishoma unodzokera kune zvine musoro. Yakaderera sarufa yakaverengerwa kupisa mutengo wedivi kupera simba, pamwe neyakaderedzwa sarufa yakarukwa inopisa yekunatsa kuendesa haina kutsetseka, mutengo uri kudonha zvakare, zvichitungamira kune pachena kumirira-uye-kuona manzwiro mumusika wegraphite electrode.
Muzhinji: kunyange zvazvo mutengo wepasi petroleum coke wawa, asi maererano nenguva imwechete gore rapera kuchine 68,12% kuwedzera; Mutengo wemumba tsono coke yegraphite electrode raw material wakakwira, uye mutengo wekoke inotengeswa kunze kwenyika wakakwira. Parizvino, mutengo wemumba tsono coke ye graphite electrode inenge 9000-10000 yuan/ton. Mutengo wekunze wetsono coke ungangoita USD1600-1800 / tani, uye mutengo wemarasha pitch inoshanduka mune yakakwirira uye nhete. Iyo fekitori referensi yeasphalt yakagadziridzwa inoshandiswa kune zvigadzirwa zvegraphite i5650 yuan/ton, uye mutengo wakakwana wemusika wegraphite electrode uchiri mukuru.
Mufananidzo
Chechipiri, rutivi rwekupa
Munguva pfupi yapfuura musika wekupa graphite electrode ichine rutsigiro rwakanaka, iyo chaiyo ongororo yakaita seinotevera:
1. Graphite electrode musika yose inventory ichiri kuchengetedzwa pamwero wakaderera uye zvine musoro, graphite electrode enterprises akati mabhizinesi haana yakawandisa inventory accumulation, graphite electrode musika sechinhu chose chaizvo hapana inventory uye hapana kumanikidzwa.
2. Zvinonzwisiswa kuti pari zvino, mamwe mabhizinesi e graphite electrode anoti mamwe maratidziro e graphite electrode haasisina (kunyanya kune Ultra-yakakwirira simba 450mm), izvo zvinoratidza kuti kupihwa kweiyo Ultra-yakakwirira simba madiki uye epakati-saizi tsanangudzo. ichiri kupera simba uye yakasimba.
3. Muna June, maererano nemhinduro chikamu chemakambani makuru e graphite electrode eChina high quality tsono coke zviwanikwa zviwanikwa zvakasimba, uye nekuti British tsono coke makambani May 2 - kugadzirisa, kupinza tsono coke pamusoro July uye August kuchiteshi. , zvinokonzeresa kushomeka kwetsono coke inopa zvakawanda zvekuChina zvinotengeswa kunze kwenyika, semhedzisiro, chikamu cheakanyanya high simba graphite electrode mabhizinesi makuru ekugadzira saizi, Parizvino, kupihwa kwe Ultra-yakakwira yakatarwa graphite electrode mumusika iri mushishi. balance.
4. Yakakanganiswa nekuwedzera kwemutengo weChina inotengeswa tsono coke, mamwe mabhizimisi emagetsi e graphite anozeza kutengesa, uye kugoverwa kwese kwe graphite electrode market haina simba uye yakasimba.
Chechitatu, kuderera kwemvura kunodiwa
positive
1. Munguva ichangopfuura, kutanga-up kwemagetsi emagetsi emagetsi esimbi pasi pe graphite electrode inenge yakagadzikana. Ivhareji yekushanda kwemagetsi emagetsi emagetsi esimbi yakagara ichichengetwa inenge 70%, uye kuoma kwe graphite electrode kunoda kugadzikana.
2. Munguva pfupi yapfuura, misika yekutengesa kunze kwegraphite electrode yakagadzikana. Zvinoenderana nenhamba yedata recustom, muna Chivabvu 2021, huwandu hwekutumira kunze kweChina graphite electrode hwaive matani makumi matatu nemazana matanhatu, nekuwedzera kwemwedzi ne5.36% uye gore negore kuwedzera kwe30.53%. Kubva muna Ndira kusvika Chivabvu 2021, kutengesa kunze kwenyika kweChina magirafu emagetsi anosvika 178,500 matani, kuwedzera kwe25.07% panguva imwecheteyo gore rapfuura. Uye zvinonzwisiswa kuti mamwe mabhizinesi e graphite electrode akaratidzirawo zvakanaka kunze kwenyika uye musika wekutengesa kunze wakagadzikana.
3. Munguva ichangopfuura silicon simbi pamusika choto vhoriyamu zvishoma nezvishoma akawedzera, kubva June 17, nhamba nesilicon simbi choto zvichienzaniswa pakupera May yakawedzera 10, Baichuan nhamba yevira nhamba 652, nhamba choto 246. Kudiwa kwakajairika simba graphite electrode yakagadzikana, yepakati uye diki kuwedzera.
negative
1. Magetsi echoto chesimbi, nekuda kweiyo ichangoburwa-mwaka muindasitiri, matanda ekutengesa kuramba, zvakasanganiswa nemitengo ichangoburwa yematanda inoramba ichiderera, uye kuderera kwemutengo wematanda kwakakura kudarika kuderera kwemitengo yesimbi yesimbi, purofiti yesimbi yesimbi inotsikirirwa. , yakasanganiswa nemitengo ichangoburwa yakaderera sulfur petroleum coke, zvigayo zvesimbi zve graphite electrode mutengo kumirira-uye-kuona mood, pane kudiwa kwekutsvaga graphite electrode maitiro.
2. Graphite electrode ekisipoti ngarava yekutakura mutengo ichiri yakakwira, kune imwe nhanho, inotadzisa kutengeswa kunze kwenyika kwegraphite electrode.
Aftermarket forecast: kunyangwe ichangoburwa graphite electrode musika ine imwe yekumirira-uye-kuona mamiriro, asi iyo yose mutengo wekugadzira weiyo graphite electrode musika ichiri yakakwira, nzvimbo yepamusoro yegraphite electrode yekugovera divi ichiri isina kusimba uye yakasimba, yakanaka mainstream graphite. electrode enterprises inopa yakasimba, inotarisirwa kudzikamisa iyo yakazara graphite electrode mutengo wemusika kushanda. Pamusoro pezvo, mutengo uri kukwira wekunze wetsono coke unotsigira mutengo wegraphite electrode. Pasi pesimba remafungiro emakambani makuru e graphite electrode, kuchine manzwiro ekuwedzera pane iyo yekupedzisira-yakakwirira simba uye yakakura yakatarwa graphite electrode.
Nguva yekutumira: Jun-25-2021