I. Kev Lag Luam Export: Kev loj hlob ntawm ob qho tib si ntim thiab zoo; Nyiv, Kaus Lim Qab Teb, thiab Is Nrias teb tseem nyob saum Peb Qhov Chaw
Raws li kev xa tawm tag nrho, txij lub Ib Hlis mus txog Lub Ob Hlis 2026, tag nrho cov ntim ntawm carbon additives (xws li calcined anthracite) xa tawm thoob tebchaws mus txog 64,374.988 tons, nce 10,655.708 tons piv rau tib lub sijhawm xyoo tas los, sawv cev rau ib xyoos -ntawm{6} xyoo . Ntawm tag nrho cov no, kev xa tawm rau Lub Ob Hlis ib leeg yog 24,654.255 tons, sawv cev rau ib xyoos-ntawm- xyoo nce ntawm 7.45%. Cov kws tshuaj ntsuam xyuas kev lag luam ntseeg tias nrog kev rov qab los ntawm kev lag luam steel thoob ntiaj teb, kev xa tawm ntawm calcined anthracite yuav tsum txuas ntxiv lawv txoj kev loj hlob thoob plaws hauv lub xyoo.
Nyob rau hauv cov nqe lus ntawm kev xa tawm qhov chaw xa tawm, Nyiv, Kaus Lim Qab Teb, thiab Is Nrias teb tseem yog peb lub lag luam sab saum toj rau Tuam Tshoj cov pa roj carbon additive exports. Thaum Lub Ob Hlis 2026, peb lub tebchaws no suav nrog 42.21% ntawm lub hli tag nrho cov khoom xa tawm; nyob rau hauv cov khoom xa tawm los ntawm Lub Ib Hlis mus txog Lub Ob Hlis, lawv cov ntim sib xyaw ua ke sawv cev 55.86% ntawm tag nrho, thaum lub kaum sab saum toj kev lag luam suav nrog 79.97% ntawm tag nrho cov ntim.
Lwm lub lag luam xa tawm tseem ceeb suav nrog Netherlands, Poland, Malaysia, Indonesia, Thaib, Mexico, thiab Taiwan, Tuam Tshoj, qhia tias Tuam Tshoj tus calcined anthracite tau tsim muaj ntau haiv neeg thiab nthuav dav xa tawm hauv lub ntiaj teb cov khoom siv hlau.
Calcined anthracite yog hais txog siab - zoo anthracite uas tau dhau los ua qhov siab -kub calcination (feem ntau ntawm 1,200℃txog 1,500 degree) kom tshem tawm cov teeb meem tsis zoo, noo noo, thiab lwm yam impurities; Cov khoom tiav tiav nta cov ntsiab lus siab ruaj khov, tsis tshua muaj leej faj thiab nitrogen qib, thiab tsawg impurities. Thoob plaws ntiaj teb, kev lag luam calcined anthracite yog tus tswj hwm los ntawm qib siab -taw- cov pa roj carbon qib (94C–95C), uas feem ntau xa tawm mus rau qib siab - kawg foundry thiab steelmaking cov neeg muas zaub txawv teb chaws.
II. Kev lag luam Trends: High-End, Green, thiab Concentrated
Los ntawm qhov kev xav ntawm kev lag luam tiam sis, kev ua lag luam rau thee-raws li carbon additives hauv 2026 yuav nthuav tawm cov yam ntxwv tseem ceeb ntawm "kev xav tau hloov kho dua tshiab, kev sib koom ua lag luam, thiab kev txwv ntsuab," tuav txoj kev loj hlob tsis tu ncua tag nrho.
Hloov Kho Kev Xav Tau: Qhov feem ntawm hluav taws xob arc rauv (EAF) steel ntau lawm nyob rau hauv lub ntiaj teb no steel kev lag luam tseem nce (mus txog 14.2% los ntawm 2025). Kev loj hlob ntawm kev thov rau cov hlau tshwj xeeb thiab siab -kawg castings yuav txuas ntxiv tsav kev noj cov khoom siv siab -purity thee-raws li carbon additives nrog cov ntsiab lus ruaj khov ntau dua lossis sib npaug li 94% thiab cov ntsiab lus sulfur tsawg dua lossis sib npaug li 0.3%. Kev sib koom ua lag luam ntawm cov khoom zoo li no yuav tsum nce los ntawm 35% mus rau ntau dua 40%.
Green Constraints: Raws li ib puag ncig cov cai nruj, kev tsim cov calcined thee-raws li carbon additives ntsib teeb meem loj los ntawm cov kev cai ntawm kev lag luam cub hluav taws xob emissions, plua plav tswj, thiab dual- tswj kev siv hluav taws xob. Cov neeg siv khoom nyob sab Europe thiab Asmeskas tau them nyiaj ntau ntxiv rau cov pa roj carbon hneev taw thiab cov ntawv pov thawj ntsuab ntawm cov khoom lag luam, thiab cov neeg xa khoom yuav tsum tau saib xyuas cov kev cai lag luam tshiab uas tshwm sim los ntawm EU Carbon Ciam Teb Kho Mechanism.
Kev Ua Lag Luam Kev Lag Luam: Cov tuam txhab ua lag luam hauv cov khoom lag luam xws li Shandong, Hebei, thiab Shanxi tab tom tuav kev lag luam los ntawm kev siv lawv cov peev txheej thiab cov txiaj ntsig thev naus laus zis. Cov lag luam me thiab nruab nrab- cov lag luam loj raug yuam tawm ntawm kev ua lag luam vim muaj kev cuam tshuam ib puag ncig thiab nqi, thiab kev lag luam concentration yuav nce ntxiv.
III. Kev Tshaj Tawm Txog Kev Lag Luam: Saib xyuas txoj cai hloov pauv thiab ntxiv dag zog rau kev tswj kom zoo
Rau cov lag luam txawv teb chaws koom nrog kev xa tawm ntawm calcined anthracite, peb pom zoo kom tsom mus rau cov hauv qab no:
Environmental Compliance and Certification: EU's Carbon Border Adjustment Mechanism (CBAM) tau maj mam nkag mus rau theem pib. Cov khoom xa tawm mus rau European kev ua lag luam yog raug rau cov pa roj carbon hneev taw suav cov cai. Peb pom zoo kom cov tuam txhab ua raws li ISO thiab cov ntawv pov thawj carbon hneev taw los txhim kho kev sib tw thoob ntiaj teb ntawm lawv cov khoom.
Ua kom pom tseeb ntawm High-Quality Exports: Cov khoom uas muaj cov pa roj carbon ntau ruaj khov (94C–95C) tau hais kom cov nqi muaj zog hauv kev ua lag luam thoob ntiaj teb, nrog rau qhov kev thov feem ntau yog los ntawm kev txiav txim xa tawm. Cov neeg xa tawm tau qhia kom siv zog ntxiv rau kev tsim thiab txhawb nqa siab - cov khoom zoo.
Kev Tswj Xyuas Zoo: Cov neeg siv khoom txawv teb chaws tau tsim cov kev cai nruj ntxiv ntawm cov ntsuas xws li cov ntsiab lus ruaj khov, cov ntsiab lus sulfur, thiab particle loj stability. Nws raug pom zoo tias cov tuam txhab muab cov ntaub ntawv tshaj tawm thib peb - tog neeg los xyuas kom meej cov khoom zoo raws li cov qauv thoob ntiaj teb.
Saib xyuas Geopolitical thiab Trade Policy Risks: Muaj peev xwm hloov pauv hauv US tariff moj khaum tau ua rau muaj kev pheej hmoo ntawm cov khoom lag luam thoob ntiaj teb kev hloov pauv. Peb pom zoo kom cov tuam txhab ua tib zoo saib xyuas txoj cai txhim kho hauv kev lag luam xa tawm loj thiab siv cov tswv yim ua lag luam sib txawv.
Xaus
Nrog rau kev rov ua haujlwm tsis tu ncua ntawm lub ntiaj teb kev tsim khoom lag luam thiab kev loj hlob ntawm Tuam Tshoj cov khoom lag luam calcined anthracite hauv kev lag luam thoob ntiaj teb-ua tsaug rau lawv cov txiaj ntsig zoo thiab cov txiaj ntsig zoo ib yam -Tuam Tshoj cov khoom lag luam calcined anthracite yuav tsum tswj hwm kev loj hlob tsis tu ncua thiab kev loj hlob ntawm txoj kev loj hlob ntawm kev lag luam thoob ntiaj teb, {2} kev ua kom muaj txiaj ntsig zoo ntawm cov khoom lag luam, {2} cov khoom lag luam muaj txiaj ntsig zoo hauv ntiaj teb kev lag luam 2. rau metallurgical cov ntaub ntawv carbon.
