Analysis on EG price gap at home and abroad and domestic GE cost & profit
Analysis on graphite electrode price gap at home and abroad and domestic graphite electrode cost & profit
1. The price gap of graphite electrode at home and abroad is huge
In late April, some steel plants in Hebei, Henan and Hubei have bid for graphite electrode one after another. The actual transaction price of UHP (ultra-high power) 600 was about 27000 yuan/ton, the actual transaction price of UHP450 was about 24500 yuan/ton, and the stock volume was mostly 1-1.5 months. After a sharp rise of 1500-2000 yuan/ton in early May, the current market wait-and-see atmosphere is strong, and the rise of graphite electrode price in the downstream still needs time to digest.
It is worth noting that recently, GRAFTECH, the overseas graphite electrode giant, announced that its long-term association of graphite electrodes price reached $9600/ton in the first quarter, while that of non long-term association was higher than $6000/ton. The export situation of UHP electrodes was still positive (a year-on-year growth of about 6% in the first quarter). In addition, needle coke and other raw material prices continue to rise, many domestic graphite electrode enterprises are still relatively optimistic about the future market.
2. Recent domestic graphite electrode cost and profit
According to statistics, as of May 19, 2022, domestic UHP600 average cost was 28315 yuan/ton, an increase of 1561 yuan/ton compared with last week; The average profit was 1185 yuan/ton, a decrease of 1561 yuan/ton compared with last week. Follow our news on graphite electrodes market.
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