Go'aanka ka-hortagga qashin-qubka ee Komishanka Yurub ee electrode graphite ee Shiinaha

Komishanka Yurub wuxuu aaminsan yahay in kororka badeecadaha Shiinaha ee Yurub ay waxyeello u geysatay warshadaha Yurub. Sannadkii 2020, baahida kaarboonka Yurub ayaa hoos u dhacday iyadoo ay ugu wacan tahay hoos u dhaca awoodda wax soo saarka birta iyo faafitaanka, laakiin tirada badeecadaha laga keeno Shiinaha ayaa kordhay 12% sanadba sanadka ka dambeeya, saamiga suuquna wuxuu gaadhay 33.8%, korodhka 11.3 dhibcaha boqolkiiba; Saamiga suuqa ee shirkadaha ganacsiga Yurub ayaa hoos uga dhacay 61.1% sanadkii 2017 ilaa 55.2% sanadka 2020.
Baaritaanka kiisku waxa uu ku lug lahaa halbeeg tixraaceedyo badan sida isku-dhafka alaabta, isha iyo qiimaha kookaha batroolka, kharashyada gaadiidka, korontada iyo habka xisaabinta. Mawduucyada Shiinaha sida Rugta Ganacsiga ee Shiinaha ee warshadaha farsamada iyo korantada, kooxda Fangda iyo Liaoning dantan waxay kiciyeen shaki waxayna rumaysnaayeen in heerarka ay qaateen Komishanka Yurub ay qalloocan yihiin.
Baaritaanka kiisku wuxuu ku lug leeyahay cabbirro tixraaceedyo badan sida isku-dhafka alaabta. Mawduucyada Shiinaha sida Rugta Ganacsiga ee Shiinaha ee warshadaha farsamada iyo korantada, kooxda Fangda iyo Liaoning dantan dhamaantood waxay su'aal ka keeneen in heerarka uu qaatay Komishanka Yurub la qalloociyey.
Si kastaba ha ahaatee, inta badan rafcaannada waxaa diiday guddiga Yurub sababo la xiriira in shirkadaha Shiinaha aysan soo bandhigin jaangooyo ama jaangooyooyin ka wanaagsan ama aan qalloocin.
Shiinaha waa dhoofiye weyn oo ka mid ah electrodes graphite. Everbright Securities ayaa tilmaamay in sannadihii la soo dhaafay, baaritaannada ka hortagga qashinka dibadda ee dibedda ee dhoofinta elektiroonigga graphite ee Shiinaha ay ahaayeen kuwo joogto ah, taas oo ay ugu wacan tahay qiimaha hooseeya iyo kor u kaca tartiib tartiib ah ee tayada korantada graphite ee gudaha, iyo mugga dhoofinta ayaa kordhay sanadka. sanadka.
Laga soo bilaabo 1998, India, Brazil, Mexico iyo Mareykanka waxay si isdaba joog ah u sameeyeen baaritaannada ka hortagga qashin-qubka waxayna ku soo rogeen waajibaadyo ka-hortagga qashin-qubka ee elektiroonigga Shiinaha ee graphite.
Warbixinta Everbright Securities ayaa muujisay in meelaha ugu badan ee Shiinaha laga dhoofiyo ee graphite electrodes ay ka mid yihiin Russia, Malaysia, Turkey, Italy iyo wixii la mid ah.
Laga soo bilaabo 2017 ilaa 2018, awoodda wax soo saarka graphite ee dibedda si tartiib tartiib ah ayey uga baxday. Shirkadaha sida Graftech ee Maraykanka iyo Sigri SGL ee Jarmalka ayaa sii waday inay yareeyaan awoodda wax soo saarka, waxayna xireen saddex warshadood oo ajnabi ah siday u kala horreeyaan, hoos u dhigista awoodda wax soo saarka ee ku saabsan 200000 tan. Farqiga u dhexeeya saadka iyo dalabka dibadda ayaa xoogeystay, taasoo keentay dib u soo kabashada baahida dhoofinta graphite electrode ee Shiinaha.
Everbright Securities ayaa saadaalisay in mugga dhoofinta elektiroonigga graphite ee Shiinaha la filayo inuu gaaro 498500 tan sanadka 2025, koror 17% marka loo eego 2021.
Sida laga soo xigtay xogta Baichuan Yingfu, awoodda wax soo saarka graphite electrode gudaha 2021 waxay ahayd 1.759 milyan oo tan. Mugga dhoofinta ayaa ahaa 426200 ton, iyada oo korodhka la taaban karo ee sanad-sanad ka tahay 27%, heerka ugu sarreeya isla muddadaas shantii sano ee la soo dhaafay.
Baahida hoose ee korantada graphite waxay inta badan ku urursan tahay afar warshadood: samaynta foornada korantada ee korantada, foornada qulqulka leh ee dhalaalaysa fosfooraska jaalaha ah, abrasive iyo silicon warshadaha, oo ay ka mid yihiin baahida loo qabo birta foornada dabka ee korontada ku shaqeysa ayaa ah tan ugu weyn.
Marka loo eego tirakoobka xogta Baichuan, baahida loo qabo electrodes graphite ee birta iyo warshadaha birta ayaa xisaabin doona qiyaastii kala badh baahida guud ee 2020. Haddii kaliya baahida gudaha la tixgeliyo, korantada graphite ee lagu isticmaalo birta foornada korontada 80% wadarta isticmaalka.
Everbright Securities waxay tilmaantay in graphite electrode ay iska leedahay warshadaha isticmaalka tamarta sare iyo qiiqa kaarboonka sareeya. Marka la beddelo siyaasadaha laga xakameynayo isticmaalka tamarta ilaa la xakameynayo qiiqa kaarboonka, sahayda iyo qaabka dalabka ee graphite electrode si weyn ayaa loo horumarin doonaa. Marka la barbar dhigo dhirta birta geeddi-socodka dheer, geeddi-socodka gaaban EAF birta waxay leedahay faa'iidooyin kantaroolka carbon cad, iyo baahida warshadaha graphite electrode ayaa la filayaa inay si degdeg ah u korodho.