Graphite electrode prof短費it upside down, When南錯 will the market turnaround?

The graphite electrode market in 20可化22 experienced a rise from Ja來醫nuary to May, a sideways conso錢內lidation in June, and successi妹和ve declines from July木長 to September. Since th靜樹e second half of the year, t少遠he prices of graphite 科草electrode products have been sig家船nificantly lower than the raw mate市海rial costs, and electrode enterprise國討s are producing at a loss.

The market price reduction amou商日nted to 23.73% in two months.

Although the price of graphite elec哥不trode has been reduced說請 significantly, the cost side remai算兵ns high. The raw mate土冷rial needle coke market for見民 ultra-high power electrodes kep暗海t a slow downward rhythm from July t窗小o September, so the graphite electr章湖ode production started to enter a關頻 loss period in July.

Under the inverted profit, the歌物 graphite electrode market 見劇operating rate decli些那ned all the way down. The electr新到ode market operating rate i海著n August at around 35% level,我如 down 6% MoM and 27% YoY.&n白女bsp;Graphite electrode market e舊輛nters a situation wh裡筆ere supply and demand are both lig我錢ht. A few head enterprises such吧線 as Fangda, Henan Pingmei, Jilin carb年們on, Fushun, Basan gr鄉火aphite, etc. adhere 鄉請to the production. Most small用見 enterprises have lo離中w production, switch舞朋ing to the production of cr風了ucibles or graphite plates for negative車要 electrode materials, graphitizat術員ion processing, etc.

Graphite electrodes downstream 車長mainly for electric a校計rc furnace steelmaking. Real 跳嗎estate, infrastructure tradi制化tional peak season is approachi購鐘ng.  Steel mills妹道 are gradually incre暗吃asing the number of mills resuming做白 production in Septembe新開r. In particular, more manufacturers i們師n the early stage of contin弟藍uous maintenance have resum劇腦ed production. Independent e鐘能lectric arc furnace plant 對喝capacity utilization and oper風人ating rate may show a slight incr線飛ease in the trend. The arrival of trad低開itional consumption season will hav樹雨e a certain positive impact on the低車 graphite electrode m但自arket. The transactio短購n price of individual m站雪anufacturers has shown現業 a slight recovery, so in Sept就那ember and October, Graphite 姐訊electrode market will h習小ave some rebound performance.