1.Suuqa oo kooban
Baahida suuqa ee 2023H1 graphite electrode waxay muujinaysaa xaalad daciif ah oo sahayda iyo baahida ah, iyo qiimaha graphite electrode ma laha doorasho aan ahayn inuu hoos u dhaco.
Suuqa graphite electrode wuxuu lahaa "gu' gaaban" rubuci hore.Bishii Febraayo, iyadoo qiimaha kookaha batroolka ee alaabta ceeriin uu sii waday inuu kordho, qiimaha xarunta graphite electrode ayaa kor u kacay, laakiin waqtiyada wanaagsan ma sii socon muddo dheer.Dabayaaqadii bishii 3aad, qiimaha alaabta ceeriin ma sii wadin in ay kor u kacdo balse hoos ayay u dhacday, wax qabadkii dalabka ee dulsaarku waxa uu ahaa mid liidata, qiimaha korantada garaafyada ayaa dabciyay.
Ka dib markii la soo galo rubuci labaad, iyada oo korodhka dheeraadka ah ee khasaaraha iyo xaddidaadda wax soo saarka ee birta geeddi-socodka gaaban, iibka guud ee warshadaha graphite electrode ma aha mid siman, tartanka gudaha ayaa bilaabmaya, iyo kheyraadka waxaa lagu qabtaa qiimo jaban, iyo qaar yar yar. iyo kuwa soo saara graphite electrode-ga dhexdhexaadka ah waxay la kulmaan khasaare ba'an waxayna wajahayaan beddelaad, ka joojin ama tirtirid.
2.Supply and demand analysis
(1) Dhinaca sahayda
Sida laga soo xigtay tirakoobka Xinhuo, heerka hawlgalka ee warshadaha graphite electrode ee H1 Shiinaha ayaa weli hooseeyo 2023, iyo wax soo saarka guud ee electrodes graphite ee Shiinaha qeybtii hore ee sanadka ahaa 384200 tan, hoos 25.99 boqolkiiba isla muddadaas sannadkii hore.
iyaga ka mid ah, wax soo saarka ee saarayaasha madaxa electrode graphite inta badan hoos u dhac ku saabsan 10% marka la barbar dhigo isla muddada sannadkii hore, wax soo saarka ee labaad iyo saddexaad echelon saarayaasha hoos u 15% iyo 35%, iyo xataa wax soo saarka ee qaar ka mid ah yar iyo dhexe. Soosaarayaasha korantada graphite ee cabbirkoodu hoos u dhacay ilaa 70-90%.
Wax-soo-saarka electrodes graphite ee Shiinaha ayaa markii hore kordhay ka dibna hoos u dhacay qeybtii hore ee 2023. Tan iyo rubuci labaad, iyada oo kororka xiritaanka iyo dib u habeyn lagu sameeyo birta, wax soo saarka ee electrodes graphite waa taban, asal ahaan xakameynaya wax soo saarka iyo yaraynta wax soo saarka ama dheelitirka faa'iidada iyada oo loo marayo wax soo saarka ee alaabta graphite kale.Sahayda electrodes graphite ayaa aad hoos ugu dhacday.
Sannadkii 2023, wax soo saarka H1 Shiinaha ee wershadaha graphite electrode wuxuu gaadhay 68.23%, isagoo ilaalinaya feejignaan sare.Inkasta oo wax soo saarka warshadaha elektiroonigga graphite ee Shiinaha uu si weyn hoos ugu dhacay, diiradda warshadaha ayaa si joogto ah u kordhaya.
(2) Dhanka dalabka
Qeybta hore ee 2023, baahida guud ee suuqa elektiroonigga ah ee garaafyada ayaa daciif ah.
Marka la eego isticmaalka birta, waxqabadka liita ee suuqa birta iyo ururinta agabka alaabada la dhammeeyay ayaa horseeday hoos u dhaca rabitaanka biraha birta inay bilaabaan shaqada.Rubuci labaad, foornooyinka foornooyinka korontada ku shaqeeya ee koonfurta-dhexe, koonfur-galbeed iyo Waqooyiga Shiinaha ma xamili karin cadaadiska kharashka kor u kaca waxayna doorteen inay joojiyaan wax soo saarka iyo xaddidaadda wax soo saarka, taasoo keentay hoos u dhac ku yimaada baahida electrodes graphite mar kale, baahida Geedi socodka dheer ee sii socday baahida adag ee badiba buuxinta goos-gooska ah, wareejinta suuqa oo xadidan, iyo wax-soo-iibsi liidata ee electrodes graphite.
Non-bir, Silicon bir ah, waxqabadka suuqa fosfooraska jaalaha ah qeybtii hore ee daciifka ah, qaar ka mid ah warshadaha silicon yar yar iyo dhexdhexaad ah oo hoos u fiiqan faa'iidada, xawaaraha wax soo saarka ayaa sidoo kale hoos u dhacay, baahida guud ee korontada graphite caadiga ah. waa guud.
3.Falanqaynta qiimaha
Qiimaha suuqa ee graphite electrode si cad ayuu hoos ugu dhacay qeybtii hore ee 2023, hoos u dhac kastana waxaa sababay hoos u dhaca baahida suuqa. Marka laga eego aragtida rubuca koowaad, ka dib fasaxa Festival Festival ee Janaayo, qaar ka mid ah soosaarayaasha elektiroonigga ah ee graphite ayaa joojiyay shaqada fasaxa, ujeedka lagu bilaabo shaqada ma ahayn mid sare.Bishii Febraayo, sida qiimaha kookaha batroolka ee alaabta ceeriin uu sii waday inuu kordho, soosaarayaasha graphite electrode ayaa aad u doonayay inay kor u qaadaan qiimaha, laakiin sida qiimaha alaabta ceeriin ayaa hoos u dhacay, waxqabadka baahida hoose ayaa ahayd mid liidata, iyo qiimaha graphite electrode. dabacsan.
Ka dib markii la soo galo rubuci labaad, qiimaha alaabta ceeriin ee kor u kaca ee kookaha batroolka ee hooseeya, garoonka dhuxusha dhuxusha iyo coke coke dhamaantood waxay bilaabeen inay hoos u dhacaan, khasaaraha kala duwan ee foornada korontada ee foornada birta ah ee dusha sare leh ayaa kordhay, baahida loo qabo electrodes garaafyada ayaa mar kale hoos u dhacay. joojinta wax soo saarka iyo hoos u dhigista wax soo saarka, iyo soosaarayaasha graphite electrode ayaa lagu qasbay inay suuqa ku qabtaan qiimo jaban, taasoo ka dhigaysa qiimaha electrodes graphite hoos u dhac weyn.
2023H1 Shiinaha Graphite electrode isbeddelka qiimaha (Yuan / ton) 4. Falanqaynta soo dejinta iyo dhoofinta
Laga soo bilaabo Janaayo ilaa Juun 2023, Shiinuhu wuxuu dhoofiyay wadar ahaan 150800 tan oo elektrodes garaaf ah, koror ah 6.03% marka la barbar dhigo isla muddadaas 2022. Kuuriyada Koonfureed, Ruushka iyo Malaysiya ayaa ka mid ah saddexda waddan ee ugu sarreeya dhoofinta elektrodegga graphite ee Shiinaha ee ugu horreeya sanadka badhkii.Iyada oo ay saameyn ku leedahay dagaalka Ruushka iyo Yukreeniyaanka EU-da, saamiga 2023H1 Shiinaha ee garaafyada elektiroonigga ah ee loo dhoofiyo Ruushka ayaa kordhay, halka wadamada EU hoos u dhaceen.
5.Saadaasha mustaqbalka
Dhowaan, shirkii Politburo wuxuu dejiyay qaabka shaqada dhaqaalaha qeybtii labaad ee sanadka waxaana la doonayay in si joogto ah loo horumariyo.Siyaasaddu waxay sii wadi doontaa inay ku dhejiso qulqulka dhinaca isticmaalka iyo maalgashiga, iyo siyaasadda hantida maguurtada ah waxay u badan tahay inay sii wadi doonto hagaajinta.Marka la eego dhiirigelintan, rajada suuqa ee xaaladda dhaqaalaha gudaha ee qaybta labaad ee sanadka ayaa sidoo kale isu rogtay rajo.Baahida warshadaha birta ayaa soo kabsan doonta ilaa xad, laakiin waxay qaadan doontaa wakhti in baahida terminal la kordhiyo oo loo wareejiyo suuqa elektiroonigga graphite.Si kastaba ha ahaatee, kaxeeyey by kor u kaca ee alaabta ceeriin ee August, Waxaa la filayaa in qiimaha graphite electrode keeni doonaa in flection ah, oo waxaa la filayaa in qiimaha gudaha ee graphite electrode si joogto ah kor u kici doonaa in qeybtii labaad ee sanadka.
Waqtiga boostada: Agoosto-02-2023