Favorable factors: The price of imported needle coke from China has been raised by US$100/ton, and the increased price will be implemented in July, which may drive the price of high-quality needle coke in China to follow up, and the production cost of ultra-high power graphite electrodes is still high Up.
Negative factors: The low-sulfur petroleum coke market price has risen too fast in the early period, and the low-sulfur petroleum coke market has been operating weakly recently, and the price has gradually returned to rationality. The cost of low-sulfur calcined coke has weakened, coupled with poor shipments from low-sulfur calcined coke refineries, and prices have also declined, leading to obvious wait-and-see sentiment in the graphite electrode market.
On the whole: Although the price of low-sulfur petroleum coke has fallen, it still has a 68.12% increase over the same period last year; the price of domestic needle coke as raw material for graphite electrodes is high and the price of imported needle coke has risen. At present, domestic graphite electrodes The price of needle coke is about 9000-10000 yuan/ton; the price of imported needle coke is about 1600-1800 US dollars/ton. The price of coal pitch fluctuates at a high level and within a narrow range. The modified pitch for graphite products is 5650 yuan/ton. , The overall cost of the graphite electrode market is still high.
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