1.Chidule cha msika
Kufunika kwa msika kwa 2023H1 graphite electrode kukuwonetsa kufooka kwa kupezeka ndi kufunikira, ndipo mtengo wa electrode ya graphite ulibe chochitira koma kutsika.
Msika wa electrode wa graphite unali ndi "kasupe" mwachidule m'gawo loyamba.Mu February, pamene mtengo wa mafuta a petroleum coke unapitirira kukwera, mtengo wamtengo wapatali wa electrode wa graphite unakwera, koma nthawi zabwino sizinakhalitse.Chakumapeto kwa Marichi, mitengo yazinthu zopangira siinapitirire kukwera koma idatsika, kutsika kwamadzi komwe kumafunikira kunali kosauka, mitengo yamagetsi ya graphite idamasulidwa.
Pambuyo polowa gawo lachiwiri, ndi kuwonjezeka kwina kwa kutaya ndi kuletsa kupanga muzitsulo zazitsulo zazing'ono, malonda onse a graphite electrode makampani sali osalala, mpikisano wamkati umayamba, ndipo chuma chimatengedwa pamtengo wotsika, ndi zina zazing'ono. ndi opanga ma elekitirodi apakatikati a graphite akukumana ndi zotayika zazikulu ndikukumana ndi kutembenuka, kuyimitsidwa kapena kuchotsedwa.
2.Supply and demand analysis
(1) Mbali yopereka
Malinga ndi ziwerengero za Xinhuo, kuchuluka kwa magwiridwe antchito amakampani a graphite electrode a H1 ku China kudakhalabe otsika mu 2023, ndipo kuchuluka kwa ma elekitirodi a graphite ku China mu theka loyamba la chaka kunali matani 384,200, kutsika ndi 25,99 peresenti kuyambira nthawi yomweyi chaka chatha.
Pakati pawo, linanena bungwe la graphite elekitirodi opanga mutu makamaka utachepa ndi pafupifupi 10% poyerekeza ndi nthawi yomweyi chaka chatha, linanena bungwe lachiwiri ndi lachitatu echelon opanga utachepa ndi 15% ndi 35%, ndipo ngakhale linanena bungwe laling'ono ndi sing'anga. -opanga ma elekitirodi a graphite adatsika ndi 70-90%.
Kutulutsa kwa maelekitirodi a graphite ku China kudakula koyamba kenako kutsika mu theka loyamba la 2023. Kuyambira kotala lachiwiri, ndi kuwonjezeka kwa shutdown ndi kukonzanso mphero zachitsulo, kupanga maelekitirodi a graphite ndi oipa, makamaka kulamulira kupanga ndi kuchepetsa kupanga kapena kuchepetsa kupanga. kulinganiza phindu popanga zinthu zina za graphite.Kupereka kwa ma electrode a graphite kunachepa kwambiri.
Mu 2023, kutulutsa kwamakampani a H1 China a graphite electrode adafika 68.23%, ndikusunga ndende yayikulu.Ngakhale kutulutsa kwamakampani a graphite electrode ku China kwatsika kwambiri, kuchuluka kwamakampani kukukulirakulira.
(2) Mbali yofunika
Mu theka loyamba la 2023, kufunikira kwa msika wa graphite electrode ndikofooka.
Ponena za kugwiritsira ntchito zitsulo, kusayenda bwino kwa msika wazitsulo ndi kudzikundikira kwa zinthu zomalizidwa kwachititsa kuti kuchepetsa kufunitsitsa kwa zitsulo zoyamba kugwira ntchito.Mu kotala yachiwiri, magetsi ng'anjo zitsulo mphero kum'mwera chapakati, kum'mwera chakumadzulo ndi North China zigawo sanathe kupirira mavuto mozondoka ndalama ndipo anasankha kusiya kupanga ndi kuchepetsa kupanga, chifukwa cha kuchepetsa kufunika kwa maelekitirodi graphite kachiwiri, kufunika. pitilizani kulimbikira kwanthawi yayitali makamaka kubwezeredwa pafupipafupi, kuchulukirachulukira pamsika, komanso kusagula bwino kwa ma elekitirodi a graphite.
Non-zitsulo, zitsulo pakachitsulo, chikasu phosphorous msika ntchito mu theka loyamba la ofooka, ena ang'onoang'ono ndi sing'anga-kakulidwe kakulidwe pakachitsulo fakitale ndi kuchepa lakuthwa mu phindu, liwiro la kupanga nayenso watsika, kufunika wonse wamba mphamvu graphite maelekitirodi. ndi wamba.
3.Kusanthula kwamitengo
Mtengo wamsika wama graphite electrode udatsika mwachiwonekere theka loyamba la 2023, ndipo kutsika kulikonse kudayamba chifukwa cha kuchepa kwa msika. Kuchokera kumalo a kotala loyamba, pambuyo pa tchuthi cha Chikondwerero cha Spring mu Januwale, ena opanga ma electrode a graphite anasiya ntchito patchuthi, ndipo cholinga choyamba ntchito sichinali chapamwamba.Mu February, pamene mtengo wa zopangira mafuta a petroleum unkapitirira kukwera, opanga ma elekitirodi a graphite anali okonzeka kukweza mtengowo, koma pamene mtengo wa zipangizo unatsika, ntchito yofunidwa kumunsi inali yosauka, ndipo mtengo wa electrode ya graphite. kumasulidwa.
Atalowa kotala yachiwiri, mitengo ya kumtunda zopangira otsika sulfure mafuta coke, malasha phula phula ndi singano coke onse anayamba kugwa, imfa osiyanasiyana mphero magetsi ng'anjo zitsulo superimposed kunsi kwa mtsinje ukuwonjezeka, kufunika kwa maelekitirodi graphite kunali kochepa kachiwiri pansi. kuyimitsidwa kwa kupanga ndi kuchepetsa kupanga, ndi opanga ma elekitirodi a graphite adakakamizika kulanda msika pamitengo yotsika, kupangitsa mtengo wa ma elekitirodi a graphite kutsika kwambiri.
2023H1 China Graphite elekitirodi Mtengo wamtengo (Yuan / tani) 
4.Kutumiza ndi kutumiza kunja
Kuyambira Januware mpaka June 2023, China idatumiza matani okwana 150800 a maelekitirodi a graphite, kuchuluka kwa 6.03% poyerekeza ndi nthawi yomweyi mu 2022. South Korea, Russia ndi Malaysia zidakhala pakati pa mayiko atatu apamwamba kwambiri ku China omwe amatumiza ma elekitirodi a graphite koyamba. theka la chaka.Mothandizidwa ndi nkhondo yaku Russia-Chiyukireniya komanso anti-dumping ya EU, gawo la 2023H1 Chinese graphite electrode ku Russia linakula, pomwe kumayiko a EU kudachepa.
5.Zoneneratu zamtsogolo
Posachedwapa, msonkhano wa Politburo udakhazikitsa njira zogwirira ntchito zachuma mu theka lachiwiri la chaka ndipo adayesetsa kupita patsogolo pang'onopang'ono.Ndondomekoyi idzapitirizabe kusokoneza gawo lazakudya ndi ndalama, ndipo ndondomeko ya malo ogulitsa nyumba idzapitirizabe kukonzedwa bwino.Pansi pa chilimbikitso ichi, ziyembekezo za msika pazochitika zachuma zapakhomo mu theka lachiwiri la chaka zasinthanso chiyembekezo.Kufuna mumakampani azitsulo kudzachira pang'onopang'ono, koma zitenga nthawi kuti kufunikira kwa ma terminal kukwezedwe ndikusamutsidwa kumsika wamagetsi a graphite.Komabe, motsogozedwa ndi kukwera kwa zinthu zopangira mu Ogasiti, Zikuyembekezeka kuti mtengo wa elekitirodi wa graphite udzayambitsa malo osinthika, ndipo akuyembekezeka kuti mtengo wapakhomo wa elekitirodi wa graphite udzakwera pang'onopang'ono mu theka lachiwiri la chaka.
Nthawi yotumiza: Aug-02-2023 
