1.Market pfupiso
Iko kudiwa kwemusika kwe2023H1 graphite electrode inoratidza mamiriro asina kusimba ekupa uye kudiwa, uye mutengo wegraphite electrode hauna sarudzo kunze kwekuderera.
Musika we graphite electrode waive ne "spring" pfupi mukota yekutanga.Muna Kukadzi, sezvo mutengo wemafuta epetroleum coke wakaramba uchikwira, mutengo wepakati wegraphite electrode wakakwira, asi nguva dzakanaka hadzina kugara kwenguva refu.Mukupera kwaKurume, mitengo yezvigadzirwa haina kuramba ichikwira asi yakadonha, yakakwira kudzika kwemvura kudiwa kwekuita kwakashata, mitengo yegraphite electrode yakasunungurwa.
Mushure mekupinda chikamu chechipiri, nekuwedzera kwekuwedzera kwekurasikirwa uye kurambidzwa kwekugadzira mumagetsi mapfupi-maitiro esimbi, kutengesa kwese kweiyo graphite electrode indasitiri hakuna kutsetseka, kukwikwidza kwemukati kunotanga, uye zviwanikwa zvinotorwa nemitengo yakaderera, uye zvimwe zvidiki. uye yepakati-saizi graphite electrode vanogadzira vari kutarisana nekurasikirwa kwakanyanya uye kutarisana nekutendeuka, kumiswa kana kubviswa.
2.Supply uye inoda kuongororwa
(1) Chikamu chekugovera
Sekureva kwehuwandu hweXinhuo, chiyero chekushanda kweH1 China's graphite electrode indasitiri yakaramba yakaderera muna 2023, uye iyo yakazara kubuda kwemagraphite electrode muChina muhafu yekutanga yegore yaive matani 384200, yakaderera ne25,99 muzana kubva panguva imwecheteyo gore rapfuura.
Pakati pavo, kubuda kwevagadziri vemusoro wegraphite electrode kwakadzikira zvakanyanya ne10% zvichienzaniswa nenguva yakafanana gore rapfuura, kubuda kwevagadziri vechipiri nechitatu echelon kwakadzikira ne15% uye 35%, uye kunyangwe kubuda kwezvimwe zvidiki nepakati. -Size graphite electrode vagadziri vakaderera kusvika 70-90%.
Kubuda kwe graphite electrodes muChina kwakatanga kuwedzera uye kuderera muhafu yekutanga ye 2023. Kubva chikamu chechipiri, nekuwedzera kwekuvhara nekugadzirisa mumagayo esimbi, kugadzirwa kwe graphite electrodes kwakaipa, kunyanya kudzora kugadzirwa uye kuderedza kugadzirwa kana kuenzanisa purofiti kuburikidza nekugadzirwa kwezvimwe zvigadzirwa zvegraphite.Kupihwa kwemagraphite electrode kwakadzikira zvakanyanya.
Muna 2023, kubuda kweH1 China's graphite electrode indasitiri yakasvika 68.23%, ichichengetedza yakakwira dhigirii.Kunyangwe kuburitsa kweChina graphite electrode indasitiri yakadzikira zvakanyanya, iyo indasitiri yekutarisa iri kuramba ichiwedzera.
(2) Demand side
Muhafu yekutanga ya2023, iyo yese kudiwa kwe graphite electrode musika haina kusimba.
Panyaya yekushandiswa kwesimbi, kusashanda zvakanaka kwemusika wesimbi uye kuunganidza kwekugadzirwa kwezvinhu zvakapedzwa zvakakonzera kuderedzwa kwekuda kwesimbi kutanga basa.Muchikamu chechipiri, electric furnace steel mills kumaodzanyemba-pakati, maodzanyemba kwakadziva kumadokero neNorth China matunhu haana kukwanisa kutakura kumanikidzwa kwemitengo yakakwira uye yakasarudza kumisa kugadzirwa uye kumisa kugadzirwa, zvichikonzera kudzikiswa kwekudiwa kwemagraphite electrode zvakare, kudiwa. kuenderera mberi kwenguva yakareba kuomarara kudiwa kunyanya kuzadzazve, kushomeka kwemusika, uye kushomeka kwekutenga kwemagetsi egraphite.
Isiri-simbi, simbi silicon, yero phosphorous musika kuita muhafu yekutanga yevasina simba, mamwe madiki uye epakati-saizi mafekitori esilicon ane kuderera kwakanyanya mupurofiti, kumhanya kwekugadzira kwadzikirawo, iko kudiwa kwese kweakajairwa magetsi graphite electrodes. zviri general.
3.Kuongorora kwemutengo
Mutengo wemusika wegraphite electrode wakadzikira zviri pachena muhafu yekutanga ya2023, uye kudonha kwega kwega kwakakonzerwa nekudzikira kwekudiwa kwemusika. Kubva pakuona kwekota yekutanga, mushure mezororo reMutambo weChitsuwa munaJanuary, vamwe vagadziri ve graphite electrode vakamira kushanda kwezororo, uye chinangwa chekutanga basa chakanga chisina kukwirira.Muna Kukadzi, apo mutengo wemafuta epetroleum coke wakaramba uchikwira, vagadziri vemagetsi egraphite vaida kukwidza mutengo, asi sezvo mutengo wezvigadzirwa wakadzikira, kuita kwekuda kuzasi kwakaderera, uye mutengo wegraphite electrode. kusunungurwa.
Mushure mekupinda muchikamu chechipiri, mitengo yezvigadzirwa zvepamusoro-soro-sarufa petroleum coke, marasha tar pitch uye tsono coke zvese zvakatanga kudonha, kurasikirwa kwemhando yemagetsi emagetsi simbi zvigayo zvakasimudzwa kuzasi kwakawedzera, kudiwa kwemagraphite electrode kwaive kushoma zvakare pasi kumiswa kwekugadzirwa uye kuderedzwa kwekugadzirwa, uye vagadziri ve graphite electrode vakamanikidzwa kutora musika nemitengo yakaderera, zvichiita kuti mutengo we graphite electrode udzike zvakanyanya.
2023H1 China Graphite electrode Mutengo maitiro (Yuan / tani) 
4.Import uye kuongorora kunze
Kubva muna Ndira kusvika Chikumi 2023, China yakatengesa kunze kwenyika matani 150800 emagraphite electrodes, kuwedzera kwe6.03% zvichienzaniswa nenguva imwe chete muna 2022. South Korea, Russia neMalaysia dzakaiswa pakati penyika nhatu dzepamusoro muChina chekutengesa magirafu emagetsi ekutanga. hafu yegore.Pasi pesimba rehondo yeRussia-Ukrainian uye EU-anti-dumping, chikamu che2023H1 Chinese graphite electrode kutengesa kunze kwenyika kuRussia chakawedzera, nepo icho kunyika dzeEU chakadzikira.
5.Future forecast
Nguva pfupi yadarika, musangano wePolitburo wakaisa matauriro ezvehupfumi muchikamu chechipiri chegore uye wakatsvaga kufambira mberi zvakatsiga.Iyo policy icharamba ichirova throttle padivi rekushandisa nekudyara, uye iyo real estate policy ingangoramba ichigadziriswa.Pasi pekukurudzira uku, tarisiro yemusika yemamiriro ehupfumi emumba muhafu yechipiri yegore yakachinjawo tariro.Kudiwa muindasitiri yesimbi kuchapora kusvika padanho rakati, asi zvinotora nguva kuti terminal inoda kuti ikwidziridzwe uye iendeswe kumusika wegraphite electrode.Zvisinei, inotungamirirwa nekukwira kwezvinhu zvakasvibiswa muna August, Zvinotarisirwa kuti mutengo we graphite electrode uchaunza inflection point, uye zvinotarisirwa kuti mutengo wepamba we graphite electrode uchakwira zvishoma nezvishoma muhafu yechipiri yegore.
Nguva yekutumira: Aug-02-2023 
