Graphitized recarburizer has a steady performance at the beginning of the new year!
Graphitized recarburizer has a steady performance at the beginning of the new year!
After the Spring Festival, graphitized recarburizer market start the New Year with a stable performance. The prices quoted by enterprises are basically stable, slightly adjusted, and have little fluctuation compared with the pre-holiday prices. After the Festival, graphite recarburizer market continued to maintain a stable situation and the demand continued to grow.
Graphitized recarburizer market is running smoothly. Taking the on-site indicators C≥98%, S≤0.05%, and grain size 1-5mm as an example, East China EXW tax-including price is basically maintained at 5800-6000 yuan/ton, while North China EXW tax-including price is mostly concentrated at 5700-5800 yuan/ton, with an overall stable market operation.
In terms of raw materials, China's demand for petroleum coke in 2023 can still be expected. In the first half of 2023, it will take time for China's economy to recover and move steadily upward. There is still downward pressure, and petroleum coke price may still be subject to fluctuations. By the second half of the year, petroleum coke inventory will be gradually consumed, and the demand will enter a steady rising cycle. The fundamentals of petroleum coke will still be in a strong pattern. In addition, some of the fully graphitized recarburizers in the negative electrode material market are from the negative electrode material manufacturers, while the negative electrode profit level is at a low level. At the end of 2022, the overall operating rate is low, ranging from more than 70% to 45-60% at present. The supply of by-products has weakened, the market supply has dropped significantly, and the price support of fully graphitized recarburizer is strong. However, driven by the new energy industry, with the gradual recovery of China's economy in 2023, there are still new demand growth points in a stable and upward direction, the negative electrode profits have turned from weak to strong, the operating rate has been improved, and the output of graphitized recarburizer may increase effectively.
In 2023, under China's "double carbon" goal guidance, the "double control of energy consumption" will promote the steel industry to continue to reduce crude steel production capacity. However, the overall production efficiency of the steel industry will be greatly improved through capacity replacement, and the overall output will not be significantly reduced, but may be improved. The demand for raw materials will be steadily increased accordingly, and the supply and demand of graphitized recarburizer will also have a good development. Welcome your inquiry about graphitized recarburizer market forecast and performance guidance.
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