Today’s evaluation and analysis
After the Spring Festival, the graphitization carbon increase market welcomes the New Year with a stable situation. The quotations of enterprises are basically stable and minor, with little fluctuation compared with the prices before the festival. After the festival, the market of graphitized recarburizers continues a stable trend, and the demand is improving.
The graphitized recarburizer market is running smoothly. Taking the on-site indicators C≥98%, S≤0.05%, and particle size 1-5mm as an example, the ex-factory price including tax in East China is basically maintained at 5800-6000 yuan/ton The ex-factory tax price is mostly concentrated at 5700-5800 yuan / ton, and the overall operation is stable.
In terms of raw materials, the demand for petroleum coke in China is still expected in 2023. In the first half of 2023, it will take time for the domestic economy to recover steadily, and there is still downward pressure. The price of petroleum coke may still fluctuate. Gradually ending the steady upward cycle, the fundamentals of petroleum coke are still in a strong pattern. In addition, some fully graphitized recarburizers in the negative electrode material market come from negative electrode material factories, and negative electrode profits are low. At the end of 2022, the overall start-up is not good, ranging from more than 70% to the current 45-60%. The supply of by-products has weakened, and the market supply has increased significantly. The price support of fully graphitized recarburizers is strong. However, driven by the new energy industry, with the gradual recovery of the domestic economy in 2023, there are still new demand growth points for negative electrode materials. The profit of negative electrodes has changed from weak to strong, and the operating rate has been improved. Output may be effectively increased.
In 2023, under the guidance of the national “double carbon” goal, the “dual control of energy consumption” will promote the steel industry to continue to reduce crude steel production capacity. However, through capacity replacement in the iron and steel industry as a whole, the production efficiency will be greatly improved, and the overall output will not be significantly reduced, but may be increased. As a result, the demand for raw materials will steadily follow up, and the supply and demand of graphitized recarburizers will also increase. Welcome to good posture.
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Post time: Feb-01-2023