Tattalin arzikin kasuwar China zai ci gaba da bunkasa a shekarar 2021. Samar da kayayyaki a masana'antu zai haifar da buƙatar kayan masarufi masu yawa. Motoci, kayayyakin more rayuwa da sauran masana'antu za su ci gaba da buƙatar aluminum da ƙarfe mai amfani da lantarki. Bangaren buƙata zai samar da tallafi mai inganci da dacewa ga kasuwar petcoke.
A rabin farko na shekarar, kasuwar petcoke ta cikin gida ta yi ciniki mai kyau, kuma farashin petcoke mai matsakaicin da yawan sulfur ya nuna hauhawar yanayin sauyawa. Daga watan Janairu zuwa Mayu, saboda ƙarancin wadata da kuma buƙatar mai yawa, farashin coke ya ci gaba da tashi sosai. A watan Yuni, farashin coke ya fara tashi da wadatar, kuma wasu farashin coke sun faɗi, amma jimlar farashin kasuwa har yanzu ya wuce daidai wannan lokacin a bara.
Juyin kasuwar gaba ɗaya a kwata na farko ya yi kyau. Tare da goyon bayan kasuwar da ke da buƙatu a lokacin bikin bazara, farashin man fetur ya nuna ƙaruwar yanayin. Tun daga ƙarshen Maris, farashin coke mai matsakaici da babban sulfur a farkon lokacin ya tashi zuwa babban matsayi, kuma ayyukan karɓar coke a wasu matatun mai sun ragu, kuma farashin coke a wasu matatun mai sun faɗi. Yayin da aka tattara kula da petcoke na cikin gida a kwata na biyu, samar da petcoke ya ragu sosai, amma aikin ɓangaren buƙata ya kasance abin karɓa, wanda har yanzu kyakkyawan tallafi ne ga kasuwar petcoke. Duk da haka, tun watan Yuni ya fara ci gaba da samarwa tare da gyaran matatun mai, aluminum mai amfani da wutar lantarki a Arewa da Kudu maso Yammacin China sau da yawa yana fallasa mummunan labari. Bugu da ƙari, ƙarancin kuɗi a masana'antar carbon mai matsakaici da kuma ra'ayin rashin tabbas ga kasuwa ya takaita saurin siyan kamfanonin da ke ƙasa. Kasuwar coke ta sake shiga matakin haɗaka.
A cewar nazarin bayanai na Longzhong Information, matsakaicin farashin coke na petroleum coke na 2A shine yuan 2653/ton, matsakaicin farashin da aka samu a shekara-shekara shine yuan 1388/ton a rabin farko na shekarar 2021, karuwar kashi 109.72%. A karshen watan Maris, farashin coke ya tashi zuwa sama da yuan 2,700/ton a rabin farko na shekarar, karuwar kashi 184.21% a shekara-shekara. Farashin coke na petroleum coke na 3B ya shafi sosai sakamakon kula da matatun mai na tsakiya. Farashin coke ya ci gaba da hauhawa a kwata na biyu. A tsakiyar watan Mayu, farashin coke ya tashi zuwa sama da yuan 2370/ton a rabin farko na shekarar, karuwar kashi 111.48%. Kasuwar koken mai yawan sulfur har yanzu tana ci gaba da ciniki, inda matsakaicin farashi a rabin farko na shekarar ya kasance yuan 1455/ton, wanda ya karu da kashi 93.23% a shekara.
Sakamakon farashin kayan masarufi, farashin coke na sulfur da aka yi da calcined a cikin gida a rabin farko na 2021 ya nuna ci gaba mai kyau. Cinikin kasuwar calcining ya yi kyau sosai, kuma sayen da ake yi daga bangaren buƙata ya tabbata, wanda hakan ya dace da jigilar kamfanonin calcined.
A cewar nazarin bayanai na Longzhong Information, a rabin farko na shekarar 2021, matsakaicin farashin coke mai sinadarin sulfur ya kai yuan 2,213 a kowace tan, wanda ya karu da yuan 880 a kowace tan idan aka kwatanta da rabin farko na shekarar 2020, wanda ya karu da kashi 66.02%. A kwata na farko, an yi ciniki sosai a kasuwar mai yawan sinadarin sulfur. A kwata na farko, an kara yawan sinadarin coke mai sinadarin sulfur na kashi 3.0% a kowace tan 600, kuma matsakaicin farashin ya kai yuan 2187 a kowace tan. Yawan sinadarin sulfur na kashi 3.0% na sinadarin vanadium na coke mai sinadarin calcined na karfe 300PM ya karu da yuan 480 a kowace tan, inda matsakaicin farashin ya kai yuan 2370 a kowace tan. A kwata na biyu, samar da sinadarin coke mai matsakaicin da babban sinadarin sulfur a kasar Sin ya ragu kuma farashin coke ya ci gaba da karuwa. Duk da haka, kamfanonin da ke amfani da sinadarin carbon ba su da sha'awar siyayya. A matsayin wata hanyar da ke da alaƙa ta tsakiya a kasuwar carbon, kamfanonin calcine ba su da wata dama a tsakiyar kasuwar carbon. Ribar samarwa ta ci gaba da raguwa, matsin lamba na farashi yana ci gaba da ƙaruwa, kuma farashin calcine ya ƙaru. Yawan karuwar ya ragu. Ya zuwa watan Yuni, tare da farfaɗo da wadatar coke na gida da na sulfur mai yawa, farashin wasu coke ya faɗi tare da shi, kuma ribar kamfanonin calcine ya zama riba. An daidaita farashin ma'amala na coke calcine na kaya gabaɗaya tare da sinadarin sulfur na 3% zuwa yuan 2,650/ton, kuma yawan sinadarin sulfur na 3.0% da sinadarin vanadium ya kasance 300PM. Farashin ma'amala na coke calcine ya tashi zuwa yuan 2,950/ton.
A shekarar 2021, farashin anodes da aka riga aka gasa a cikin gida zai ci gaba da hauhawa, tare da karuwar yuan 910/ton daga watan Janairu zuwa Yuni. Ya zuwa watan Yuni, farashin sayayya na anodes da aka riga aka gasa a Shandong ya karu zuwa yuan 4225/ton. Yayin da farashin kayan masarufi ke ci gaba da hauhawa, matsin lambar samar da kamfanonin anodes da aka riga aka gasa ya karu. A watan Mayu, farashin kwal kwal kwal kwal ya tashi sosai. Tare da goyon bayan farashi, farashin anodes da aka riga aka gasa ya tashi sosai. A watan Yuni, yayin da farashin isar da kwal kwal ya fadi, farashin coke na man fetur ya dan daidaita, kuma ribar samar da kamfanonin anodes da aka riga aka gasa ta karu.
Tun daga shekarar 2021, masana'antar aluminum ta lantarki ta cikin gida ta ci gaba da kasancewa cikin yanayin farashi mai tsada da kuma riba mai yawa. Ribar kowace tan na farashin aluminum ta lantarki zai iya kaiwa yuan 5000/ton, kuma an daɗe ana ci gaba da amfani da ƙarfin samar da aluminum ta lantarki a cikin gida a kusan kashi 90%. Tun daga watan Yuni, jimillar farkon masana'antar aluminum ta lantarki ya ragu kaɗan. Yunnan, Inner Mongolia, da Guizhou sun ci gaba da ƙara yawan iko ga masana'antu masu amfani da makamashi mai yawa kamar aluminum ta lantarki. Bugu da ƙari, yanayin lalata aluminum ta lantarki ya ci gaba da ƙaruwa. Ya zuwa ƙarshen watan Yuni, yawan aluminum ta lantarki ta cikin gida ya ragu zuwa kimanin tan 850,000.
A cewar bayanai daga Longzhong Information, fitowar aluminum mai amfani da wutar lantarki a cikin gida a rabin farko na 2021 ya kai kimanin tan miliyan 19.35, karuwar tan miliyan 1.17 ko kashi 6.4% a shekara. A rabin farko na shekara, matsakaicin farashin aluminum mai amfani da wutar lantarki a cikin gida a Shanghai shine yuan 17,454 a kowace tan, karuwar yuan 4,210 a kowace tan, ko kuma 31.79%. Farashin kasuwar aluminum mai amfani da wutar lantarki ya ci gaba da canzawa daga Janairu zuwa Mayu. A tsakiyar watan Mayu, farashin aluminum mai amfani da wutar lantarki a Shanghai ya tashi sosai zuwa yuan 20,030 a kowace tan, wanda ya kai matsayi mafi girma na farashin aluminum mai amfani da wutar lantarki a rabin farko na shekara, wanda ya karu da yuan 7,020 a kowace tan a shekara, karuwar kashi 53.96%.
Hasashen hangen nesa:
Har yanzu akwai shirye-shiryen gyara wasu matatun mai na cikin gida a rabin na biyu na shekara, amma yayin da gyaran matatun mai na farko ya fara samar da coke, yawan samar da petcoke na cikin gida ba shi da wani tasiri. Kamfanonin carbon na ƙasa sun fara aiki da kyau, kuma kasuwar aluminum mai ƙarfi na iya ƙara yawan samarwa da kuma ci gaba da samar da kayayyaki. Duk da haka, saboda ikon sarrafa abubuwan da ake buƙata na carbon guda biyu, ana sa ran za a iyakance yawan haɓakar fitarwa. Ko da lokacin da ƙasar ke zubar da ma'ajiyar mai don rage matsin lamba na wadata, farashin aluminum mai ƙarfi har yanzu yana ci gaba da kasancewa cikin yanayin hauhawar farashi. A halin yanzu, kamfanonin aluminum mai ƙarfi na electrolytic suna da riba, kuma tashar har yanzu tana da wasu tallafi masu kyau ga kasuwar petcoke.
Ana sa ran cewa a rabin shekara na biyu, saboda tasirin wadata da buƙata, wasu farashin coke za a iya daidaita su kaɗan, amma gabaɗaya, farashin coke na man fetur na gida mai matsakaicin ƙarfi da yawan sulfur har yanzu yana kan babban mataki.
Lokacin Saƙo: Yuli-23-2021