赚零花钱的方法

经历“洗牌”阵痛 市场景气恢复

炭素行业需求旺盛业绩看涨

JINGJIRIBAO·ZHONGGUOJINGJIWANGJIZHE CHENFAMING

QUNIANYILAI，YOUYUGONGJICEJIEGOUXINGGAIGEDESHENRUSHISHI，YIJIHUANBAOZHENGCEDEZHUBUJIAMA，TANSUXINGYEJINGLIYILUN“XIPAI”，YIPISHENGCHANGONGYILUOHOUDEQIYEXIANGJICHUJU。TANSUXINGYEDEGONGXUGUANXIZHUJIANXIUFU，BINGYINGLAILE“SHISHANGZUINANDE”DESHICHANGJIYU。XIANGGUANQIYEJIADAHUANBAOTOURU、DIAOZHENGCHANPINJIEGOU、NULIJISHUCHUANGXIN，SHIXIANLEJINGYINGYEJIDE“BAOFA”——

ZIQUNIAN1YUEFENYILAI，WOGUOTANSUXINGYESHICHANGZHUANGKUANGZHUJIANHUINUAN，QIYEXIAOYIJIZHUANZHISHANG，YINGLAILEYIDUAN“JINGPENSHI”ZENGZHANGQI，BINGYIZHICHIXUZHIJIN。

GENJUZHONGGUOTANSUXINGYEXIEHUITONGJISHUJU，2017NIANWOGUOSHIMODIANJICHANLIANGDA59.09WANDUN，TONGBIZENGZHANG17.22%；2017NIANWOGUOSHIMODIANJICHUKOULIANGDA23.73WANDUN，TONGBIZENGZHANG47.39%。ZAIXUQIUBUDUANSHANGSHENG，GONGJIZONGTIPIANJINDETAISHIXIA，XIANGGUANCHANPINSHICHANGJIAGECHIXUZOUGAO，XINGYEQIYEYINGLAIYIBOKUAISUFAZHAN。

需求旺盛供不应求

TANSUZHIPINANYUANLIAOHESHENGCHANGONGYIBUTONG，KEFENWEISHIMOZHIPIN、TANZHIPIN、TEZHONGSHIMOZHIPINDENG。TANSUCAILIAOGUANGFANYINGYONGYUGANGTIE、YOUSEJINSHU、JIXIE、HUAGONG、HEGONGYEDENGLINGYU，QIZHONGGANGTIESHITANSUCHANPINDEXIAONADAHU。

“比起以铁矿石为原料的高炉炼钢，以废钢为原料的电炉炼钢属于循环经济，更加符合绿色发展理念，石墨电极则是电炉炼钢的必需品。”方大炭素(22.390, 0.11, 0.49%)新材料科技股份有限公司总经理党锡江告诉经济日报记者，去年以来，随着钢铁行业的产能结构调整，电炉炼钢比例提升超过了3个百分点，直接带动市场对石墨电极的需求大幅增加。

ZHONGGUOGANGTIEGONGYEXIEHUIFABUDEXIANGGUANSHUJUXIANSHI，2017NIANQIAN11GEYUE，WOGUOLIANGANGXIAOHAOFEIGANGTIEZONGLIANGDADAO1.3YIDUN，TONGBIZENGJIA5000WANDUN。2016NIANDI，WOGUODIANLUGANGCHANLIANGZHIZHANQUANGUOCUGANGCHANLIANGDE6%ZUOYOU，SHUGUOJIJIAODISHUIPING。DANGXIJIANGFENXIRENWEI，SUIZHEWOGUOSHEHUIGANGCAIXUJILIANGDEZENGJIA，DIANLUGANGDEBILIZHUBUZENGJIABUKEBIMIAN，JIANGDAIDONGSHIMODIANJIMEINIANZENGJIA8WANDUNZHI10WANDUNDESHICHANGXUQIU。

TONGSHI，ZAIQIANJINIANJINGJIDAHUANJINGBUJIADEQINGKUANGXIA，DUOJIAQUANQIUZHIMINGDESHIMODIANJISHENGCHANQIYEXIANGJIGUANTING，YOUDEQIYEBUFENSHEBEICHAICHU，FUCHANKUNNAN，ZHISHICHANNENGQUEKOUDADAOJIN20WANDUN，SHIDESHIMODIANJIZAIGUOJISHICHANGSHANGYECHENGXIANCHUGONGBUYINGQIUDEJUMIAN。

“XUQIUZAISHANGSHENG，GONGJIYOUBUZU，ZAOCHENGSHIMODIANJIJIAGEDAFUSHANGYANG。”DANGXIJIANGSHUO，JINNIANQIAN5GEYUE，FANGDATANSU40%ZUOYOUDESHIMODIANJIGONGWANGGUOJISHICHANG，CHUKOUCHUANGHUI2.8YIMEIYUAN。“WEILAI，WOMENJIANGMIAOZHUNXINGYEYILIUSHUIPING，JIXUZUOQIANGZUOYOUZUOJINGSHIMODIANJI、TANZHUANHETANSUXINCAILIAO（HESHIMO、SHIMOXI、DONGLIDIANCHIYONGFUJICAILIAO、TANTANFUHECAILIAODENG）SANDAQUANTOUCHANPIN。”DANGXIJIANGBIAOSHI，FANGDATANSUJIANGXINGCHENGYOUXIANFAZHANTANSUXINCAILIAO、ZHONGDIANFAZHANSHIMODIANJI、WENDINGFAZHANTANZHUAN、ZHUYAOYUANLIAODEZHENGTIFAZHANSILU，BUDUANYANSHENTANSUSHANGXIAYOUCHANYELIAN。

提质增效严抓环保

FANGDATANSUXINCAILIAOKEJIGUFENYOUXIANGONGSISHIYAZHOUZUIDADETANSUZHIPINSHENGCHANJIDI，YESHIZHONGGUOTANSUXINGYEXIEHUIHUIZHANGDANWEI。SHUJUXIANSHI，2017NIANFANGDATANSUCHUANGZAOLEDUOXIANGLISHIZUIHAOSHUIPING：QUANNIANTANSUZHIPINZONGCHANLIANGWANCHENG17.8WANDUN，XIAOSHOUSHOURUCHAOGUO83.5YIYUAN，TONGBIZENGZHANG248%；MUGONGSIDANGDISHUISHOUTUPO8.5YIYUAN，TONGBIZENGZHANG548%；SHIXIANJINGLIRUN36.2YIYUAN，YINIANLIRUNJIUCHAOGUOLEJIANCHANG52NIANDELIRUNZONGHE。

QUDEZHEIYANGDEYEJI，DANGXIJIANGRENWEIBINGFEIPINGYISHIYUNQI，“SHOUXIANDEYIYUGUOJIASHISHIGONGJICEJIEGOUXINGGAIGE，DAILAIXIAYOUSHICHANGXUQIUBIANHUA。TONGSHI，JINJINIANLAIJINXINGCHANPINJIEGOUDIAOZHENG，DALISHISHIHUANBAOZHILI，TIQIANZUOHAODE‘GONGKE’RANGQIYEBAWOZHULEZHEIYILUNSHICHANGJIYU”。

DUIZHEIYILUNSHICHANGJIYU，FANGDATANSUZUOWEIXINGYEDEDAIBIAOQIYEZAOZAIJINIANQIANJIUZUOCHULEYUPAN，BINGKAISHIYOUZHENDUIXINGDIJINXINGCHANPINJIEGOUDIAOZHENG。

“JINJINIAN，TONGGUOJISHUCHUANGXIN，BUDUANTISHENGCHANPINZHILIANG，DIAOZHENGCHANPINJIEGOU。”DANGXIJIANGJIESHAO，DIANLULIANGANGXUQIUZHIJING550HAOMIYISHANGDESHIMODIANJISHIFANGDATANSUZHEIJINIANCHANPINJIEGOUDIAOZHENGDEZHONGDIAN，JIEGOUDIAOZHENGDAOWEIZHISHI，XINGYEFENGKOUYERUQIERZHI。

2017NIANWOGUOSHIMODIANJICHANNENGWEI92WANDUN，CHANNENGLIYONGLVJIN64.23%。QIZHONG，CHAOGAOGONGLVSHIMODIANJICHANLIANGZHANBIJIN32.56%，RENGGONGBUYINGQIU。JIZHELEJIEDAO，MUQIANFANGDATANSUSHIMODIANJIDENIANCHANLIANGYOUYIQIANDE8WANDUNZENGJIADAOLE10.6WANDUN，GAOLUTANZHUANZEYOU3WANDUNJIANGDAOLE1.6WANDUN，TANSUXINCAILIAOBAOCHIZAI600DUNZUOYOU，JINFANGDATANSUBENBUDECHANNENGERYAN，GAIGONGSIYICHENGWEISHIMODIANJIQUANQIUDANTICHANLIANGZUIDADEGONGCHANG。

YENEIRENSHIFENXIRENWEI，JINJINIANDEHUANBAOGAOYATAISHIYERANGGUONEITANSUXINGYEJINGLILEZHENTONG，YIPISHENGCHANGONGYILUOHOUDETANSUQIYEYINHUANBAOBUDABIAOBEIXIANGJIGUANTINGHUOZHEXIANCHAN，YINCICUOGUOLEQUNIANYILAIDETANSUXINGYE“SHISHANGZUINANDE”DESHICHANGJIYU，DANFANGDATANSUQUEYINHUANBAOTOURUDE“TIQIANLIANG”SHIXIANLEMANFUHESHENGCHAN。

ZHONGGUOTANSUXINGYEXIEHUITONGJISHUJUXIANSHI，JINGJINJIJIZHOUBIANDIQUSHIMOHETANSUZHIPINCHANLIANGZHANQUANGUOZONGCHANLIANGDE54%ZUOYOU。2017NIAN2YUEFENFABUDE《JINGJINJIJIZHOUBIANDIQU2017NIANDAQIWURANFANGZHIGONGZUOFANGAN》ZHONGGUIDING，“TANSUQIYEDABUDAOTEBIEPAIFANGXIANZHIDE，QUANBUTINGCHAN；DADAOTEBIEPAIFANGXIANZHIDE，XIANCHAN50%YISHANG，YISHENGCHANXIANJI”。

“JINJINIANWOMENZAIHUANBAOSHANGTOURUDALIANGZIJIN，SHIGONGSIDEHUANJINGBAOHUHEZHILIZOUZAILEGUONEITONGXINGQIANLIE。”FANGDATANSUANQUANHUANBAOBUBUZHANGXUPENGJIESHAO，JINNIANTAMENJIANGZAI2017NIANSHISHI23XIANGHUANBAOJIGAIXIANGMUDEJICHUSHANG，JIHUATOURU1.29YIYUAN，LIXIANGSHANGMAHUANBAOJIGAIXIANGMU34XIANG，BINGCHIZI1500YUWANYUANDAZAO“HUAYUANSHIGONGCHANG”，ZHEIXIEHUANBAOXIANGMUJIANGQUEBAOWEILAI10NIANRENGRANBAOCHIXINGYEXIANJINSHUIPING。

“爆发”之后平稳增长

“2017NIANDESHUJUZHISUOYIDAFUSHANGYANG，YIFANGMIANSHISHICHANGJIYU，LINGYIFANGMIANZESHIZHIQIANDESHUJUJISHUXIANGDUIJIAODI。”DANGXIJIANGFENXI，2016NIANZHIQIANGUONEIBUSHAOTANSUQIYEHAICHUYUKUISUNZHUANGTAI，JIBIANSHIFANGDATANSUZHEIYANGDEDAIBIAOXINGQIYEYEJINNENGSHIXIANJIAODILIRUN。

JINGUANSUIZHEDIANLULIANGANGDEBILIZHUNIANTISHENG，SHICHANGDUISHIMODIANJIDEXUQIUYEHUIBUDUANZENGZHANG，DANJINRU2018NIANXIABANNIAN，TANSUXINGYEJIANGMIANLINCHANPINJIAGEHUILUO、YUANCAILIAOJIAGESHANGZHANGYIJICHANNENGZENGJIADENGDUOZHONGYINSUYINGXIANG，ZAIWEILAIJIANGHENNANCHUXIANXIANGQUNIANYIYANGFANJIBEIDE“CHAOJIZENGZHANG”。“JINNIANSHANGBANNIAN，FANGDATANSUYUJIHAIKESHIXIANLIRUNDEDAFUDUZENGZHANG。DANCONGJINNIANXIABANNIANQI，TANSUXINGYEJIANGHUIJINRUPINGJUNZENGSU20%DEPINGWENZENGZHANGQI。”DANGXIJIANGSHUO。

广发证券(13.850, 0.07, 0.51%)的分析报告认为，2017 年国内、海外石墨电极表观消费量分别增长3.06%、10.56%，预计2018年至2020年全球需求年均复合增速达 4.88%。在供给端，2017年海外、国内产能利用率分别仅72%、64%，国内在建项目产能52.4万吨，年均复合增速或达13.18%，预计2018年全球石墨电极供需基本平衡。

JULEJIE，ZIQUNIANXIABANNIANYILAI，GUONEIMUQIANTOUCHAN、ZAIJIAN、NIJIANDESHIMODIANJIXIANGMUZONGCHANNENGZHISHAOWEI52.4WANDUN，XIANGDANGYU2017NIANWOGUOSHIMODIANJICHANNENGDE56.96%。JIEZHI 2018NIAN3YUE22RI，JIEXIUSHILONGFENGTANSU2WANDUNCHAOGAOGONGLVSHIMODIANJIXIANGMU、DATONGTENGYANGKEJIYOUXIANGONGSI2WANDUNCHAOGAOGONGLVSHIMODIANJIXIANGMU、WULANCHABUSHIXUFENGTANSU10WANDUNCHAOGAOGONGLVSHIMODIANJIXIANGMUYIQI（2WANDUN）YIJIANCHENGTOUCHAN，HEJICHANNENGDA6WANDUN，QIEJUNWEICHAOGAOGONGLVSHIMODIANJI。

DUICI，FANGDATANSUYEZAIWEIYUCHOUMOU，KAISHIBUJUXINDEZENGZHANGJI。JINNIAN4YUEFEN，FANGDATANSUYUZHONGGUOBAOWUGANGTIEJITUANQIANDINGLEHEZUOXIEYI，JIHUAJIANGZAILANZHOUSHIHONGGUQUJIANSHENIANCHAN10WANDUNCHAOGAOGONGLVSHIMODIANJISHENGCHANXIANXIANGMU，LAIMANZUSHICHANGDEWEILAIXUQIU。JULEJIE，MUQIANGAIXIANGMUYICHUBUWANCHENGKEYANBAOGAO。