QUANGUOZIXUNREXIAN
028-606263652018-10-6 13:32:05 722
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。
XINWENTUIJIAN
TANJIULILIZIDIANCHIFUJICAILIAOZHULI:SHIMOLEICAILIAO
2018-10-6 14:01:55FUJICAILIAO:XIAOERMEIXINGYE,YIJISHUYUCHANPINWEIHEXIN
2018-10-6 13:54:01SHIMOFUJICAILIAOSHENGCHANZIDONGHUAJIEJUEFANGAN
2018-10-6 13:57:09TANSUXINGYEXIPAIHOUYEJIKANZHANG 17NIANSHIMODIANJICHANLIANGJIN60WANDUN
2018-10-6 13:32:05