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去年还在下滑的石墨电极市场在今年来了个大逆转。“上半年,我们的石墨电极基本是供不应求。”方大炭素董秘宁庆才说,由于今年市场缺口约10万t左右,预计这一供求紧张关系还会持续。今年1月以来,石墨电极价格持续上涨,从年初的1.8万元/t左右上涨至目前的6.4万元/t左右,涨幅高达256%。与此同时,作为石墨电极最主要原料的针状焦也变得紧俏,价格一路上扬,相比年初涨幅已超过300%。
The graphite electrode market, which was still declining last year, came a big reversal this year. “In the first half of the year, our graphite electrodes were in short supply.” Fang Ning, director of Fangda Carbon, said that as the market gap this year is about 100,000t, the tension between supply and demand is expected to continue. Since January this year, graphite electrode prices continued to rise, from the beginning of 18,000 yuan / t or so rose to the current 64,000 yuan / t or so, up 256%. At the same time, needle coke, the most important raw material for graphite electrodes, became tight and the price went up, up more than 300% from the beginning of the year.