china carbon graphite group
The price of china carbon graphite group is “just about to move”, taking advantage of the “carbon neutral” Dongfeng industry may usher in a new cycle turning point.
In the afternoon of March 18, the concept of china carbon graphite group rose strongly. As of press time, Fangda Carbon rose nearly 9%, Hesheng Silicon rose more than 6%, and many other stocks followed suit.
Data from Baichuan Yingfu shows that on March 17, the domestic china carbon graphite group price index surged 16.48%.
Data show that this round of rebound of china carbon graphite group started in September last year, and its price operation center gradually moved upwards since then. As far as its price index is concerned, it has risen to .45 points as of March 17, which is not too fashionable in early September 2020.
In this regard, the agency pointed out that the main reason for the increase in the price of China carbon graphite group on the 17th was the high price of raw materials, the high cost of the China carbon graphite group market, and the long-term compression of corporate profits. In order to improve the current profit and loss relationship, production companies There is a demand for price adjustments.
According to a report from the Shanghai Securities News, a China carbon graphite group manufacturer in A shares also stated that the increase in raw material prices is the main driver of the recent price increase of China carbon graphite group products. From the perspective of the national “carbon neutrality” goal and stricter environmental protection policies, the company expects that the prices of raw materials such as petroleum coke and needle coke will continue to rise. Therefore, it does not rule out the possibility of subsequent price increases of china carbon graphite group products.
Regarding the follow-up trend of china carbon graphite group, some brokerage research reports bluntly stated that the “carbon neutral” policy is expected to increase the proportion of electric furnace steelmaking, which will benefit the overall development of the china carbon graphite group industry. Large-size ultra-high power china carbon graphite group is one of the main materials for ultra-high power electric arc furnaces, and its demand is expected to increase further driven by the demand for electric arc furnaces.
Huabao Securities Research reported that the upstream raw materials of the china carbon graphite group industry chain are mainly petroleum coke and needle coke. The raw materials account for a large proportion of the production cost of the china carbon graphite group, accounting for more than 65%. The main downstream of the china carbon graphite group Application for electric arc furnace steelmaking manufacturing. Since 2020, the price of china carbon graphite group has fallen and stabilized. It is expected that with the recovery of domestic and foreign markets and the growth of electric furnace smelting under the domestic carbon neutral policy, the 2021 china carbon graphite group will still have room for growth in the first half of the year. Prices will remain stable for six months.
From the perspective of supply and demand, in addition to my country’s expected increase in the demand for china carbon graphite group, the production capacity of overseas china carbon graphite group under the influence of the epidemic may be limited, which will further aggravate the tight supply pattern of china carbon graphite group. The demand for high-quality and ultra-high-power china carbon graphite group increased to 580,000 tons in 2019, of which the demand for high-quality and ultra-high-power china carbon graphite group reached 66,300 tons, up to 68% in 2017. The china carbon graphite group (especially the high-power china carbon graphite group) is expected to usher in a supply-demand resonance driven by environmental protection restrictions on the supply side and the penetration rate of electric furnace steel on the demand side.
Huachuang Securities pointed out that the china carbon graphite group, as a high-temperature resistant graphite conductive material, is a key material necessary for short-process steelmaking in electric arc furnaces. Under the carbon neutral policy, the demand for electric furnace steel is growing rapidly, and the consumption of scrap steel continues to rise. The china carbon graphite group market may usher in a new cycle turning point, and the demand will also increase significantly. Related manufacturers are expected to benefit. Suggested attention: Fangda Carbon, Yicheng Xinneng.