A rabin farko na shekarar 2021, kasuwar lantarki ta graphite za ta ci gaba da ƙaruwa. Ya zuwa ƙarshen watan Yuni, an ƙiyasta kasuwar lantarki ta φ300-φ500 ta yau da kullun a yuan 16000-17500/ton, tare da ƙaruwar yuan 6000-7000/ton; φ300-φ500 sama. Farashin lantarki ta graphite ta yau da kullun a kasuwa shine yuan 18000-12000/ton, tare da ƙaruwar yuan 7000-8000/ton.
A cewar binciken, karuwar electrodes na graphite galibi yana da fannoni kamar haka:
Na farko, ci gaba da ƙaruwar farashin kayan masarufi yana shafarsa;
Na biyu, a cikin Inner Mongolia, Gansu da sauran yankuna, an yanke wutar lantarki a watan Maris, kuma tsarin graphitization ya takaita. Masana'antu da yawa za su iya komawa Shanxi da sauran yankuna kawai don sarrafawa. Sakamakon haka, samar da wasu masana'antun lantarki waɗanda ke buƙatar graphitization foundation ya ragu. Samar da UHP550mm da ƙasa da ƙayyadaddun bayanai har yanzu yana da tsauri, farashin ya yi tsauri, ƙaruwar ta fi bayyana, kuma electrodes na graphite na yau da kullun da masu ƙarfi suna bin ƙaruwar;
Na uku, manyan masana'antun lantarki na graphite ba su da isassun kayan aiki, kuma an yi odar su har zuwa tsakiyar watan Mayu.
A kasuwa:
A cewar ra'ayoyin wasu masana'antun lantarki, a baya, a lokacin bikin bazara ko makamancin haka a wannan lokacin, za su sayi wani adadin kayan masarufi. Duk da haka, a cikin 2020, saboda ci gaba da hauhawar farashin kayan masarufi a watan Disamba, masana'antun galibi suna jira su gani. Saboda haka, kayan masarufi a cikin 2021 bai isa ba, kuma wasu masana'antun Amfanin zai daɗe har zuwa bikin bazara. Tun daga farkon 2021, saboda matsalolin lafiyar jama'a, yawancin kamfanonin sarrafawa da kamfanoni masu alaƙa, waɗanda sune manyan tushen samar da injinan lantarki na graphite a ƙasar, sun dakatar da aiki da samarwa, kuma tasirin rufe hanyoyi ya haifar da matsalolin sufuri.
A lokaci guda, sarrafa ingancin makamashi mai ƙarfi a Inner Mongolia da kuma rage wutar lantarki a Gansu da sauran yankuna daga watan Janairu zuwa Maris ya haifar da matsaloli masu tsanani a tsarin graphitization na electrodes na graphite. Har zuwa tsakiyar watan Afrilu, graphitization na gida ya fara ɗan inganta, amma ƙarfin samarwa ma an sake shi. Kashi 50-70% ne kawai kamar yadda muka sani, Inner Mongolia ita ce cibiyar graphitization a China. Control ɗin biyu yana da ɗan tasiri kan fitowar masana'antun electrodes na graphite na rabin-tsari daga baya. Sakamakon kula da kayan masarufi da tsadar isarwa a watan Afrilu, manyan masana'antun electrodes sun ƙara farashin kayayyakinsu sau biyu a farkon da tsakiyar zuwa ƙarshen Afrilu, kuma masana'antun na uku da na huɗu na echelon sun ci gaba da ƙaruwa a hankali a ƙarshen Afrilu. Duk da cewa ainihin farashin ciniki har yanzu yana da kyau, amma gibin ya ragu.
Har zuwa lokacin da aka samu "faɗuwar farashin coke mai yawa a jere" na Daqing petroleum coke, an yi ta muhawara mai zafi a kasuwa, kuma tunanin kowa ya fara canzawa kaɗan. Wasu masana'antun electrode na graphite sun gano cewa farashin electrode na graphite na masana'antun sun ɗan yi laushi kaɗan a lokacin cinikin a tsakiyar zuwa ƙarshen Mayu. Duk da haka, saboda farashin coke na allurar gida ya kasance mai ƙarfi kuma samar da coke na ƙasashen waje zai yi tsauri a ƙarshen lokaci, yawancin manyan masana'antun electrode na graphite sun yi imanin cewa farashin electrode na baya zai ci gaba da kasancewa a halin yanzu ko kuma ya ɗan canza kaɗan. Bayan haka, kayan da aka yi amfani da su masu tsada har yanzu suna kan layin samarwa. Samar da electrode zai ci gaba da shafar farashi nan gaba kaɗan, da wuya farashi ya faɗi.
Lokacin Saƙo: Yuli-21-2021