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This week, the mainstream price of China's prebaked anode market was running smoothly. The heating season is approaching, and the environmental protection policy and the limited production ratio are the focus of the industry. At present, the “2+26 and surrounding areas” autumn and winter tackling schemes have been released, and specific implementation measures will be released one after another. It is reported that enterprises in Henan Province are actively rectifying and reforming, and will continue to accept and accept in October to determine the ratio of production restrictions; Zibo area will not limit production.

Starting situation:
Four enterprises in Hebei, Hebei Hongke, Hebei Quxin carbon, regular production, Zhongdong plans to switch production, Xinfengsheng block is all for Qinghai and peak, Hebei area for the national three, the country five car transport restrictions, autumn The winter tackling plan has been released; the Shanxi region is weakly started, Danyuan roasting is being opened, some electrodes are being used, and the Guanlan plan enterprise is undergoing transformation, and the electrode paste or roasting electrode is planned to be determined. The inspection in Hubei is strict, and the production of Hubei Tailai carbon is reduced. In the renovation of environmental protection equipment, enterprises have a small amount of inventory; in Guizhou, Chinalco Guizhou carbon plant relocated, no output; in Henan, some enterprises have reduced production, Boda electric porcelain processing electrode, roasting a small amount, Huihao environmental protection equipment renovation, August Shutdown maintenance, Henan Yuhui, Zhengzhou Great Wall discontinued; Gongyi area, Jinyu started about 50%, bamboo forest Sasin outside processing carbon block. In the southwestern part of the country, some enterprises have reduced production, and the carbon blocks of individual anodes are upgraded due to environmental protection reasons or the electrolytic cell is overhauled.

Cost aspect:
Petroleum coke: petroleum coke for prebaked anode: This week, the price of petroleum coke market began to bottom out, mainly reflected in local refineries. Sinopec's refinery's petroleum coke remained stable this week, with a slight downward adjustment. PetroChina's refinery's coke price remained stable. More, CNOOC this week, two refineries started working. In detail, Sinopec's refinery's petroleum coke is only 20-40 yuan/ton in the two refineries of Gaoqiao and Guangzhou, and the price of Lanzhou petrochemical in the northwest of CNPC is raised by 60 yuan/ton. CNOOC Binzhou Zhonghai and Zhoushan Petrochemical re-pricing this week. The price has dropped before the stoppage. In terms of refining, the price of this week has risen and fallen by 50-100 yuan/ton.

Coal bitumen:
This week, the coal tar pitch market has been pushed up, and it has been actively promoted. The atmosphere of negotiations has been strong, and attention has been paid to the establishment of purchasing prices for key enterprises. The cost pressure of coal tar pitch manufacturers is obvious. In October, the equipment maintenance plan increased, and the increase was more confident. Late forecast: It is expected that the coal tar pitch market will go up and the increase will be a game. The raw material price is high before the holiday, and the price reduction may not be ruled out after the holiday. The supply of coal tar will be reduced in October. There are still restrictions on the terminal market.

Supply side:
According to statistics, in August 2018, China's total output of prebaked anodes was 1,543,600 tons, of which commercial anodes were 751,500 tons, and supporting anodes were 799,800 tons. The increase was 0.77 million tons in July, an increase of 0.5%. In August, the output increased slightly compared with the output in July. Some enterprises in the Gongyi area of ​​Henan resumed production and the production capacity was released. The overall output increased compared with July. However, the enterprises supporting the anodes have stopped production and repaired zero production, resulting in a small increase in the overall supply of the market.

Resumption:
Jiaozuo Wanfang Aluminum has basically completed the resumption of production and partial tank repairs. Linfeng Aluminium, in addition to the wheel repair, the rest of the production capacity is basically resumed. Some of the long-slots in Longquan, Henan Province were overhauled, and the rest of the production was completed. The current production capacity is 600,000 tons. Henan Zhongfu began to resume production in late April, and began to resume production in late April. The resumption of production was completed and the remaining rounds were repaired. Henan Wanji Aluminum completed the resumption of production in mid-May and now has a production capacity of 570,000 tons. Henan Yongdeng Aluminum Co., Ltd. (Yangcheng) Branch completed the resumption of production.

New production:
The remaining 88 troughs of Inner Mongolia Huayun New Materials No. 2 Plant began to be launched one after another and are currently in operation. Shaanxi Meixin began commissioning equipment on September 15 and is expected to start production in November. Chinalco China Resources 1st and 8th District 125,000 tons was officially put into operation on May 19th. The current operating capacity is 80,000 tons, which is temporarily stable. It is expected to continue production in October. The 125,000 tons of network fee in the fourth section of Guizhou Huaren Aluminum Industry has been resolved, and it is expected to be completed in mid-October. Yingkou Xintai Aluminum, on September 5, new production capacity began to be put into production. Yun Aluminum Haixin Aluminum Industry Co., Ltd. started power supply in late July and is expected to start production to around 150,000 tons during the year. Baotou Xinhengfeng Energy started production in August 2018 and plans to start production of 200,000 tons. The problem of 125,000 tons of electricity in Guizhou Xingren's first stage was suspended again and is expected to continue in early November. Gansu Zhongrui Aluminum Industry Phase I has completed 100,000 tons of production, and the second phase has not yet started production. The current funding problem has been reduced. Guangxi Hualei new materials four stages of 100,000 tons due to unit maintenance delayed production until October. Mengtai Aluminum in Baotou City is expected to complete production of 250,000 tons within the year. Inner Mongolia Chuangyuan Metal Co., Ltd., with a current operating capacity of 90,000 tons, is now temporarily put into operation due to the price of electricity. Guangxi Suyuan Investment Series 100,000 tons began to continue construction, is expected to start production at the end of October, completed production within the year. A series of 100,000 tons of Guangxi Debao 100 mine started production on April 7, 2018. The current operating capacity is 65,000 tons, which is expected to be completed in October. A series of 100,000 tons of aluminum in the Tianlin Baiyuan Mine in Guangxi began production in early May 2018 and is currently in slow production. Guangxi Laibin Yinhai has completed production in early May and now has a production capacity of 500,000 tons. Heqing Yixin is expected to start production in October 2018.

Market outlook:
The price of raw petroleum coke stopped falling, the price of coal tar pitch was stable, and the support of anode cost was stable. The enthusiasm of downstream electrolytic aluminum enterprises was not reduced, mainly for stocking in winter, which was good for anode consumption. In addition, the maintenance of individual anodes for supporting anodes To increase anode consumption, there will be a small price increase in the short-term market, which is about 100 yuan/ton. In the fourth quarter, the development will be subject to the implementation of environmental protection policies and the multi-faceted price of raw materials.

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(2018.09.21) This week, the mainstream transaction price of China's prebaked anode market remained stable. The price of raw material petroleum coke was lowered in September, and the decline was now stable, with limited support for anode prices. With the gradual approach of the heating season, the market has a high enthusiasm for the production restriction policy. The ultra-low emissions in Henan will be checked and accepted next week. The Zibo region in Shandong is the first to issue a notice. The enterprises with ultra-low emission standards can be exempted from production. Other regional policies Will be introduced one after another.

Knowledge point analysis: What is a prebaked anode? The prebaked anode is made of petroleum coke and pitch coke, and the coal bitumen is made of a binder, and is used as a pre-baked aluminum electrolytic cell as an anode material. This carbon block has been calcined and has a stable geometry, so it is also called prebaked anode carbon block, which is also known as carbon anode for aluminum electrolysis.

Construction conditions: four enterprises in Hebei, Hebei Hongke, Hebei Quxin carbon, normal production, Zhongdong plans to switch production, Xinfengsheng block for Qinghai and Feng, Hebei region for the national three, the national five car transport restrictions Reinforcement; Shanxi area is weak, Danyuan roasting is open, partial electrode is made, Guan Aluminum plans to transform the enterprise, and plans to make electrode paste or roasting electrode has not been determined; Hubei area is strictly inspected, Hubei Tailai carbon production is reduced, and environmental protection equipment is being reformed. The company has a small amount of inventory; in Zhenjiang, Jiangsu, the company has reduced production due to environmental protection; in Guizhou, Chinalco Guizhou carbon plant has changed; in Henan, some enterprises have reduced production, Boda electric porcelain processing electrode, roasting a small amount, Huihao environmental protection equipment During the renovation, the furnace was shut down for maintenance in August, and Henan Yuhui and Zhengzhou Great Wall were suspended. In the Gongyi area, Jinyu started about 50%, and the bamboo forest was processed outside the bamboo block. Individual enterprises in the main producing area of ​​Shandong Province also actively reduced production, Shandong Liangshan Wanda raw material warehouse transformation, production cuts. In the southwestern part of the country, some enterprises have reduced production, and the carbon blocks of individual anodes are upgraded due to environmental protection reasons or the electrolytic cell is overhauled.

In terms of news:  [2018] No. 17 "Notice on submitting the plan for the implementation of the peak production regulation of industrial enterprises during the heating period of 2018-2019" indicates that the carbon enterprises used for electrolytic aluminum limit production by 50%. In terms of production line, stable and ultra-low emission (particle, sulfur dioxide, nitrogen oxide emission concentration is not higher than 10, 35, 50 mg / cubic meter respectively), can not limit production; non-ferrous recycling industry casting process limited production of 50%, Based on the production line.

Cost: petroleum coke, petroleum coke for prebaked anodes, this week, the price of petroleum coke market has slowed down, the willingness to approach the refinery's petroleum coke clearing warehouse is increasing, and the price of petroleum coke is mostly maintained at low price. This week's main business The refinery's coke price was stable, and individual refineries were slightly adjusted. In detail, Sinopec's refineries only partially reduced the price of coke in South China by 40 yuan/ton this week. The price of CNPC's northwestern region was raised by 50-100 yuan/ton this week. CNOOC stabilized this week and the price of this year's refinery was lowered. The concentration is concentrated at 50-150 yuan / ton.

Supply: According to Baichuan Information, in August 2018, China's total output of prebaked anodes was 1,543,600 tons, of which commercial anodes were 751,500 tons, and supporting anodes were 799,800 tons. The increase was 0.77 million tons in July, an increase of 0.5%. . In August, the output increased slightly compared with the output in July. Some enterprises in the Gongyi area of ​​Henan resumed production and the production capacity was released. The overall output increased compared with July. However, the enterprises supporting the anodes have stopped production and repaired zero production, resulting in a small increase in the overall supply of the market.

Downstream demand:

Production cuts: Henan Zhongfu and Linfeng A&M actively reduced production by 30% due to losses. Shanxi Zhaofeng Aluminium Power Environmental Inspection, shut down 65 units, involving a production capacity of 40,000 tons, and now operating capacity of 130,000 tons. Zouping Aluminum Co., Ltd. all stopped production. Chinalco Liancheng reduced production by about 160,000 tons due to electricity price problems. Henan Shenhuo (Group) Co., Ltd. reduced production by about 110,000 tons. Xinjiang Oriental hopes to reduce production to 800,000 tons due to the indicator problem. Shaanxi Tongchuan Aluminum Co., Ltd. all stopped, and the index was transferred to Meixin. The Chinalco Guizhou branch retreated to the city and the production capacity of 150,000 tons has been reduced. Huo Coal Tongshun Aluminum Industry is expected to implement around 2020 due to losses, intra-group replacement demand, or production cuts but not explicitly reduced production by 115,000 tons.

Resumption of production: Jiaozuo Wanfang Aluminum has basically completed the resumption of production and partial rotation of the trough. Linfeng Aluminium, in addition to the wheel repair, the rest of the production capacity is basically resumed. Yichuan Electric Power Co., Ltd. Longquan part of the trough was overhauled, and the rest of the production was completed. The current production capacity is 600,000 tons. Henan Zhongfu Industrial Co., Ltd. began to resume production in late April, and resumed production in late April. The resumption of production was completed and the rest of the repairs were completed. Henan Wanji Aluminum has a current operating capacity of 570,000 tons. Henan Yongdeng Aluminum Co., Ltd. (Yangcheng) Branch completed the resumption of production.

New investment: Shaanxi Meixin began commissioning equipment on September 15 and is expected to start production in November. The 125,000 tons of network fee in the fourth section of Guizhou Huaren Aluminum Industry has been resolved, and it is expected to be completed in mid-October. Yingkou Xintai Aluminum started production on September 5th. The remaining 88 troughs of Huayun New Materials on the 21st of the second plant began to start, and are expected to be completed in late September. Yun Aluminum Haixin Aluminum Co., Ltd. is expected to start production to around 150,000 tons during the year. Xinhengfeng Energy started production in August 2018 and plans to start production of 200,000 tons. The problem of 125,000 tons of electricity in the first phase of Guizhou Xingren Denggao New Material was suspended again and is expected to continue in early November. The first phase of Gansu Zhongrui Aluminum Industry has completed 100,000 tons, and the second phase has not yet started production. Guangxi Hualei new materials four stages of 100,000 tons due to unit maintenance delayed production until October. Mengtai Aluminum is expected to complete production of 250,000 tons within the year. Inner Mongolia Chuangyuan Metal Co., Ltd., with a current operating capacity of 90,000 tons, is now temporarily put into operation due to the price of electricity. Shanxi Chinalco China Resources currently operates at a capacity of 80,000 tons and is temporarily stable. Guangxi Suyuan II series began to build 100,000 tons, and it is expected to start production at the end of October. Guangxi Debao Baiyuan Aluminum Industry has a series of 100,000 tons of current operating capacity of 65,000 tons, which is expected to be completed in October. The 100,000 tons of aluminum in the Tianlin Bailing Mine in Guangxi began production in early May 2018 and is currently in slow production. Guangxi Laibin Yinhai Aluminum has a production capacity of 500,000 tons. Heqing Yixin Aluminum Co., Ltd. is expected to start production in October 2018.

Market outlook: By the end of the third quarter, the price of prebaked anodes experienced a total loss in the first half of the year, and the price recovery gradually stimulated industry confidence. The price of raw material petroleum coke was moderate, the price of coal tar pitch was stable, and the support of anode cost was limited. The downstream electrolytic aluminum enterprises were subject to the cost of self-provided power plants, and the cost would be reduced. However, enterprises are now stocking winter inventory, which is good for anode consumption. Individual supporting anode factory overhaul, external anode, increase anode market demand, it is expected that the anode price may still increase the price, the range is about 100 yuan / ton.

Remarks: At present, domestic and foreign electrolytic aluminum production enterprises have large gaps in the procurement requirements for prebaked anodes. Foreign large-scale electrolytic aluminum production enterprises seek to maximize the comprehensive benefits of electrolytic aluminum production. Therefore, in the process of purchased prebaked anodes, prebaked anodes are required. There are many indicators of quality; domestic electrolytic aluminum producers pay more attention to the price of prebaked anodes, and their quality requirements are relatively low. So there is a gap in the price between the two.

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The prebaked anode is made of petroleum coke and pitch coke, and the coal bitumen is made of a binder, and is used as a pre-baked aluminum electrolytic cell as an anode material. This carbon block has been calcined and has a stable geometry, so it is also called prebaked anode carbon block, which is also known as carbon anode for aluminum electrolysis. The aluminum electrolytic cell using the prebaked anode carbon block as the anode is called a prebaked anode electrolytic cell, which is referred to as a prebaked cell, which is a modern large aluminum electrolytic cell.

The pre-baked carbon anode is usually installed in the upper part of the electrolytic cell, and a strong direct current of 60-300 ka is introduced into the electrolyte through the carbon anode. The carbon anode has a resistivity of 50-70 μΩ·m, plus the guide rod and contact resistance. When normal aluminum electrolysis is produced, the voltage drop on the carbon anode consumed is 300-500 mV, which accounts for 10% of the voltage drop of the electrolytic cell. %. At the portion where the bottom of the carbon anode contacts the molten electrolyte, a complex electrochemical reaction (anode reaction) in which the alumina is decomposed occurs. With the participation of carbon, the final products of the anode are CO and CO2. In the production of aluminum electrolysis, the carbon anode consumes an average of 1-2 CM per day, periodically adding a new anode paste to the upper part of the electrolytic cell (for the self-baked anode electrolytic cell) or periodically replacing the prebaked anode (for the prebaked anode electrolytic cell) is the anode working. The main content is to keep the anode working continuously.

However, due to the different thickness of the anode, the current distribution is different, and local severe hot grooves are prone to occur. When the anodizing is serious, the current distribution on each anode is greatly uneven. On the anode with too much conductivity, a large amount of Joule heat The phosphorus pig iron or steel claws in the pole anode carbon bowl are quickly melted, and the iron inflow into the tank not only affects the quality of the original aluminum, but also causes the entire anode to slide into the tank. When this happens, the current distribution will be more uneven after one anode is detached, and the current may be concentrated on the other anode. If it is not treated in time, it will cause a chain reaction, which seriously affects the production of the electrolytic cell.

How to deal with it: organize the force to quickly remove the detached anode and replace it with a new anode. If there are several groups of anodes continuously falling off from one tank, the anodes to be replaced cannot be completely new, but should be taken out from other normal electrolytic cells. The hot anode with good working condition is replaced to prevent uneven current distribution. If the anode is off, the clamp is not tight and the aluminum guide rod is slid. This can lift the anode to the original height and then clamp it. At the same time, in order to prevent The adsorption of the anode on the bottom of the anode affects the anode work, and the anode bottom is scraped with a large palladium.

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