Tattalin arzikin kasuwannin kasar Sin zai bunkasa a hankali a shekarar 2021. Samar da masana'antu zai haifar da bukatar albarkatun kasa. Motoci, kayayyakin more rayuwa da sauran masana'antu za su kula da kyakkyawan buƙatun aluminum da ƙarfe. Bangaren buƙatu zai samar da ingantaccen tallafi mai dacewa ga kasuwar petcoke.
A farkon rabin shekara, kasuwar petcoke na cikin gida tana ciniki sosai, kuma farashin matsakaici da babban sulfur petcoke ya nuna haɓakar haɓakawa. Daga watan Janairu zuwa Mayu, saboda karancin wadata da bukatu mai karfi, farashin Coke ya ci gaba da hauhawa sosai. A watan Yuni, farashin Coke ya fara tashi tare da samar da kayayyaki, kuma wasu farashin Coke ya fadi, amma gaba daya farashin kasuwa ya wuce daidai lokacin da bara.
Juyin kasuwancin gaba ɗaya a cikin kwata na farko yana da kyau. Goyan bayan kasuwar buƙatu a kusa da bikin bazara, farashin coke na man fetur ya nuna haɓakar haɓaka. Tun daga karshen watan Maris, farashin coke na tsakiya da na sulfur a farkon lokacin ya tashi zuwa wani matsayi mai girma, kuma ayyukan da ake samu a karkashin kasa ya ragu, kuma farashin coke a wasu matatun ya fadi. Kamar yadda kula da petcoke na cikin gida ya mayar da hankali a cikin kwata na biyu, samar da petcoke ya ragu sosai, amma aikin gefen buƙatun ya kasance abin karɓa, wanda har yanzu yana da kyakkyawan tallafi ga kasuwar petcoke. Duk da haka, tun daga watan Yuni ya fara ci gaba da samarwa tare da sake gyara matatar, al'adar aluminium na lantarki a Arewa da Kudu maso yammacin kasar Sin suna yawan fallasa munanan labarai. Bugu da ƙari, ƙarancin kuɗi a cikin masana'antar carbon mai tsaka-tsaki da halin ɗabi'a ga kasuwa ya hana sayan sayayya na kamfanonin ƙasa. Kasuwar coke ta sake shiga matakin ƙarfafawa.
Bisa kididdigar bayanai na Longzhong Information, matsakaicin farashin man fetur coke 2A shine yuan 2653 / ton, matsakaicin farashi na shekara-shekara ya karu da yuan / ton 1388 a farkon rabin shekarar 2021, karuwar da 109.72%. A karshen watan Maris, farashin Coke ya tashi zuwa Yuan 2,700/ton a farkon rabin shekarar, wanda ya karu da kashi 184.21 cikin dari a duk shekara. Farashin coke mai 3B ya sami tasiri sosai ta hanyar kula da matatun mai a tsakiya. Farashin Coke ya ci gaba da tashi a cikin kwata na biyu. A tsakiyar watan Mayu, farashin Coke ya tashi zuwa yuan 2370 a farkon rabin shekara, karuwar da ya karu da kashi 111.48 cikin dari a duk shekara. Kasuwar coke na sulfur mai girma har yanzu tana ciniki, tare da matsakaicin farashi a farkon rabin shekara shine yuan 1455 / ton, karuwa na 93.23% a shekara.
Sakamakon farashin albarkatun ƙasa, farashin sulfur na cikin gida ya ƙididdige farashin coke a farkon rabin 2021 ya nuna haɓakar haɓakawa. Gabaɗayan cinikin kasuwancin ƙirƙira ya yi kyau sosai, kuma siyayyar-gefen buƙatu ya tsaya tsayin daka, wanda ya dace da jigilar kayayyaki masu ƙima.
Bisa kididdigar bayanai na Longzhong Information, a farkon rabin shekarar 2021, matsakaicin farashin sulfur calcined coke ya kai yuan 2,213 / ton, karuwar yuan / ton 880 idan aka kwatanta da rabin farkon shekarar 2020, karuwar da kashi 66.02%. A cikin kwata na farko, gabaɗayan kasuwar sulfur ta sami ciniki sosai. A cikin kwata na farko, babban coke mai cike da sulfur da abun ciki na sulfur na 3.0% ya tashi da yuan/ton 600, kuma matsakaicin farashi ya kai yuan 2187. Abun sulfur na 3.0% vanadium abun ciki na 300PM calcined coke ya karu da yuan 480/ton, tare da matsakaicin farashin yuan 2370. A cikin kwata na biyu, samar da coke mai matsakaici da babban sulfur a kasar Sin ya ragu, kuma farashin coke ya ci gaba da hauhawa. Koyaya, kamfanonin carbon na ƙasa suna da iyakacin sha'awar siye. A matsayin tsaka-tsakin hanyar haɗin gwiwa a cikin kasuwar carbon, kamfanonin ƙididdigewa ba su da ƙaranci a tsakiyar kasuwar carbon. Ribar da aka samu na samarwa na ci gaba da raguwa, farashin farashi yana ci gaba da karuwa, kuma farashin coke na calcined yana ƙaruwa Yawan karuwar ya ragu. Tun daga watan Yuni, tare da dawo da matsakaicin matsakaici da babban sulfur coke na cikin gida, farashin wasu coke ya faɗi tare da shi, kuma ribar da ake samu a masana'antar calcining ya zama riba. An daidaita farashin ma'amala na coke mai cike da sulfur na 3% zuwa yuan 2,650, kuma abun cikin sulfur na 3.0% da abun ciki na vanadium ya kasance 300PM. Farashin ma'amala na coke calcined ya tashi zuwa yuan 2,950/ton.
A cikin 2021, farashin gida na anodes da aka toya zai ci gaba da hauhawa, tare da haɓakar yuan 910/ton daga Janairu zuwa Yuni. Ya zuwa watan Yuni, farashin siyan anodes da aka toya a baya a Shandong ya tashi zuwa yuan 4225/ton. Yayin da farashin albarkatun kasa ke ci gaba da tashi, matsin lamba na kamfanonin anode da aka yi gasa ya karu. A watan Mayu, farashin farar kwal din kwal ya tashi sosai. Goyan bayan farashi, farashin anodes da aka riga aka yi gasa ya karu sosai. A watan Yuni, yayin da farashin isar da farar kwal ɗin kwal ɗin ya faɗi, an daidaita farashin coke ɗin man fetur, kuma ribar da aka samu na kamfanonin anode da aka toya da aka riga aka toya ya sake komawa.
Tun daga 2021, masana'antar aluminium electrolytic na cikin gida sun kiyaye yanayin farashi mai yawa da riba mai yawa. Ribar kowace ton na farashin aluminium na lantarki na iya kaiwa har zuwa yuan / ton 5000, kuma ƙimar amfani da ƙarfin samar da wutar lantarki na cikin gida an taɓa kiyaye shi a kusan 90%. Tun daga watan Yuni, gabaɗayan farkon masana'antar aluminium electrolytic ya ragu kaɗan. Yunnan, Mongoliya ta ciki, da Guizhou sun sami nasarar haɓaka ikon sarrafa masana'antu masu amfani da makamashi kamar su aluminum. Bugu da kari, halin da ake ciki na electrolytic aluminum destocking ya ci gaba da karuwa. Ya zuwa ƙarshen watan Yuni, ƙirƙira kayan alumini na lantarki na cikin gida An Rage zuwa kusan tan 850,000.
Dangane da bayanai daga Longzhong Information, fitarwar aluminium electrolytic na cikin gida a farkon rabin 2021 ya kasance kusan tan miliyan 19.35, haɓakar tan miliyan 1.17 ko 6.4% kowace shekara. A farkon rabin shekara, matsakaicin farashin aluminum na cikin gida a Shanghai ya kasance yuan / ton 17,454, karuwar yuan / ton 4,210, ko kuma 31.79%. Farashin kasuwar aluminium electrolytic ya ci gaba da hawa sama daga Janairu zuwa Mayu. A tsakiyar watan Mayu, farashin aluminium na Shanghai ya tashi da sauri zuwa yuan 20,030 / ton, wanda ya kai matsayi mafi girma na farashin aluminum na electrolytic a farkon rabin shekara, yana karuwa da yuan / ton 7,020 a shekara, karuwa. ya canza zuwa -53.96%.
Hasashen Outlook:
Har yanzu akwai tsare-tsare na kula da wasu matatun cikin gida a rabin na biyu na shekara, amma yayin da aka fara sarrafa matatun man coke, gaba daya samar da petcoke na cikin gida ba shi da wani tasiri. Kamfanonin carbon na ƙasa sun fara ingantacciyar ƙarfi, kuma kasuwar aluminium ta ƙarshe na iya haɓaka samarwa da ci gaba da samarwa. Koyaya, saboda sarrafa maƙasudin-carbon dual-carbon, ana sa ran za a iyakance adadin haɓakar kayan fitarwa. Ko da lokacin da ƙasar ta zubar da ajiyar kuɗi don sauƙaƙa matsin lamba, farashin aluminum na electrolytic har yanzu yana ci gaba da haɓaka haɓaka. A halin yanzu, kamfanonin aluminium na lantarki suna da riba, kuma tashar tashar har yanzu tana da takamaiman tallafi mai kyau ga kasuwar petcoke.
Ana sa ran cewa a cikin rabin na biyu na shekara, saboda tasirin wadata da buƙatu, ana iya daidaita wasu farashin coke kaɗan, amma gabaɗaya, matsakaicin matsakaicin gida da na sulfur na cikin gida farashin coke na man fetur na ci gaba da tafiya a matsayi mai girma.
Lokacin aikawa: Yuli-23-2021