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【深度】妖股方大炭素炼成记

2017-08-11 13:48:09   中国经济网

从百度上看到,喜科墨目前正在扩张当中,近期招聘出货组长、电气工程师、财务翻译、叉车工、生产计划物料员、统计员、仓库组长、仓管员、统计员、包装工、化验员、日语翻译等多个岗位人才。据了解,目前喜科墨目前一百来号人,采用4班制。

供需助力

凡是涨价皆因供需而起,石墨电极也是如此。

石墨电极产业链

前几年,在最终产品的供给端,因炭素产品市场需求低迷及环保政策的影响,国内炭素行业内停产、减产的企业数量增多,行业内产能利用率降低,产品供给减少。

中泰证券的研究显示,环保限产导致多地石墨电极厂家自去年底一直处于停产或者减产状态,涉及产能20万-30万吨,该券商前段时间调研的情况也验证了这一情况,“2+26”环保政策对炭素行业影响很大,例如山东最大炭素企业产能利用率今年乐观估计有50%,且目前监管没有放松的迹象。

在利用率方面,招商证券研究显示,国内2016年石墨电极产量50万吨,2017年1-5月石墨电极产量21.5万吨,全国产能利用率低于50%。而美国石墨电极龙头企业尤卡年报披露数据测算,2016年中国石墨电极产能约为95.41万吨,总产量为50.41万吨,产能利用率仅为52.84%,与上述接近。

但在未来,光大证券认为,本轮石墨电极价格出现显著拉升是从4月初开始,而石墨电极的生产周期为4.5-5个月,也就是说,即便是石墨电极厂家从大涨伊始就开始加大马力生产,产量出来也需要到8月中旬至9月之间。但是考虑到企业的决策速度、资金状况、采购原料周期等,轻度的产量增长至少要在9月底以后。

业内人士告诉界面新闻记者称,“理论上石墨电极产品生产周期65天,一般来说3-4个月,如果算上电极接头,由于比电极还多3道工序,整个下来就是5-6个月,周期还是比较长的。”该人士认为,就算石墨电极有新的增量,产能利用率最多也只增加百分之几。

值得注意的是,据国家环保部网站3月23日报道,环保部、发改委、财政部和国家能源局以及北京等6个地方政府联合低调印发了《京津冀及周边地区2017年大气污染防治工作方案》,明确提出,各地采暖季炭素企业达不到特别排放限值的,全部停产;达到特别排放限值的,限产50%以上,以生产线计。

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