Metal Expert (金属专家):中国石墨电极价格暴跌至2017年前的水平
由于国外需求疲软、当地钢铁生产商的支持不足,中国石墨电极价格在5月下跌。因此,利 润率也随之下降,这使一些工厂大幅降低了产能利用率。
主要基准价格在一个月内下降了800‑900美元/吨,降至2200‑2500美元/吨EXW(与 FOB水平相当)。最大的优质电极生产商给印度报价是2600美元/吨CFR,相当于5月底的 2530‑2550美元/吨FOB或2500美元/吨EXW。
在3月至5月期间,大多数生产商无法获得任何出口订单,这严重影响了他们的销售。此外, 他们的生产水平几乎达到了的最高水平并导致库存极高。当前价格已经接近了2017年危 机前的报价水平。“我记得最后一笔UHP 600石墨电极的交易在2017年初,“亏损”之前被达 成,价格是2200美元/吨FOB左右的,”一位中国贸易商告诉Metal Expert(金属专家)。
如此低的价格导致该行业的盈利能力急剧下降。许多生产商报告称,UHP600石墨电极的 销售利润为负的。”大多数中型石墨电极制造商更愿意转向较小的石墨电极制造,这样他 们有更多的机会将利润保持在零以上。 中国原料供应商称,油系针状焦报价跌至1000美元/吨以下。我们面临着中国极度低迷的 需求。
石墨电极生产商必须为针状焦支付1000美元/吨的价格,而大约需要相同的数额来 生产电极[UHP500石墨电极]。因此,大多数工厂都降低了产量,因为其售价不超过2000 美元/吨,”一位山东的领先针状焦生产商告诉Metal Expert(金属专家)。据市场消息人士 称,目前UHP500石墨电极的价格范围是1900‑2000美元/吨EXW,有些交易甚至在较低水 平达成。
在直径较小的石墨电极方面,观察到一些购买活动。据说,5月底一些小批量(每批约40 吨)HP350石墨电极在越南和其他东南亚国家被订购了,价格是1650美元/吨CFR。
UHP700石墨电极市场仍保持相对良好的盈利能力,因为价格并未下降下得那么多。报价 是3700‑4000美元/吨EXW或FOB。然而,国外需求对这种石墨电极也不好。一些中国台湾 和埃及的询盘被收回了,但到目前为止还没有成交。“由于UHP700石墨电极的供应量大大 减少,因此600毫米至700毫米的价格差距扩大了,但需求方面仍然疲软,”一位北京贸易商 告诉Metal Expert(金属专家)。
预计6月至7月价格将反弹,因为随着全球边界的开放,出口可能会有所改善。此外,当地的 钢铁生产商将提高其电弧炉的利用率,而许多独立钢铁制造商目前处于闲置状态。大多 数综合钢铁生产商愿意停止电弧炉,并通过高炉-转炉生产更多的钢。中国业内人士认为, 近期铁矿石价格上涨可能会在不久改善对废钢和石墨电极的需求。
来源:Metal Expert
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