A rabin farko na shekarar 2021, kasuwar lantarki ta graphite za ta ci gaba da ƙaruwa. Nan da ƙarshen watan Yuni, kasuwar lantarki ta φ300-φ500 ta yau da kullun ta ƙiyasta farashin CNY 16000-17500/ton, wanda ya ƙara jimillar adadin CNY 6000-7000/ton; φ300-φ500 babban ƙarfin lantarki ta graphite babban farashin kasuwa ya kai CNY 18000-12000/ton, ƙaruwar da aka tara CNY 7000-8000/ton.
A cewar binciken da aka yi, karuwar electrode na graphite galibi yana da wadannan fannoni:
Na farko, ci gaba da hauhawar farashin kayan masarufi;
Na biyu, Inner Mongolia, gansu da sauran yankuna a watan Maris sun fara raguwar wutar lantarki, masana'antar sinadarai ta graphite ta iyakance, masana'antun da yawa za su iya zuwa Lardin Shanxi kawai da sauran yankuna don sarrafawa, sassan suna buƙatar graphitization na lantarki na foundry electrode fitarwa daga masana'antar ya ragu sakamakon haka, UHP550mm da waɗannan ƙayyadaddun bayanai samar da kayayyaki a kasuwa har yanzu yana da tsauri, farashi yana da ƙarfi, yana samun ƙarin haske, na yau da kullun, babban ƙarfin lantarki na graphite electrode, da hauhawar farashin kaya;
Na uku, manyan masana'antun lantarki na graphite ba su da isassun kayayyaki, kuma an yi odar yin oda har zuwa tsakiyar watan Mayu.
Kasuwa:
A cewar ra'ayoyin wasu masana'antun lantarki, a baya, za a sayi wani adadin kayan masarufi a daidai wannan lokacin a kusa da Disamba saboda bikin bazara. Duk da haka, a shekarar 2020, saboda hauhawar farashin kayan masarufi a watan Disamba, masana'antun galibi suna jira da kallo, don haka tarin kayan masarufi a shekarar 2021 bai isa ba, kuma wasu masana'antun za su yi amfani da shi har sai bayan bikin bazara. Tun daga farkon shekarar 2021, saboda tasirin abubuwan da suka faru na lafiyar jama'a, yawancin masana'antun sarrafawa da sauran kamfanoni masu alaƙa a cikin mafi girman tushen sarrafa injin lantarki na graphite da samarwa a China sun dakatar da samarwa, kuma tasirin rufe hanyoyi ya haifar da matsalolin sufuri.
A lokaci guda, daga watan Janairu zuwa Maris, Inner Mongolia ta sarrafa makamashi sau biyu da kuma gansu da sauran fannoni na takaita wutar lantarki, tsarin sinadarai na graphite electrode graphite ya bayyana babban cikas, har zuwa tsakiyar watan Afrilu ko makamancin haka, fara amfani da graphitization na gida ya ɗan inganta, amma sakin ƙarfin samarwa ya kai kashi 50-70% kawai, kamar yadda muka sani, Inner Mongolia ita ce yawan graphitization na China. Adadin kayayyakin da aka gama da masana'antar graphite electrode ta fitar a matakin ƙarshe na tsarin sarrafawa biyu da rabi har yanzu yana da tasiri. A watan Afrilu, saboda tasirin kula da kayan masarufi da tsadar isarwa, manyan masana'antun lantarki sun ƙara farashin kayayyakinsu sau biyu a jere a farkon da tsakiya da ƙarshen Afrilu, kuma masana'antun na uku da na huɗu na echelon sun ci gaba da tafiya da su a hankali a ƙarshen Afrilu. Duk da cewa ainihin farashin ciniki har yanzu yana da fifiko, gibin ya ragu.
Har sai da man fetur na daqing ya bayyana "faduwar sau huɗu a jere", wanda ya haifar da tattaunawa mai zafi a kasuwa, tunanin kowa ya fara canzawa kaɗan. Wasu masana'antun lantarki na graphite a tsakiyar ƙarshen watan Mayu lokacin da aka yi tayin ya gano cewa masana'antun lantarki na graphite guda ɗaya farashinsu ya ɗan yi ƙasa. Amma saboda daidaiton farashin coke na gida, da kuma wadatar da aka samu a ƙarshen lokaci a ƙasashen waje, masana'antar lantarki ta graphite da yawa suna tunanin cewa farashin zai ci gaba da kasancewa a halin yanzu ko kuma farashin lantarki na ƙarshen ya ɗan yi tsada, bayan haka, yana kan layin samarwa, har yanzu electrode zai shafi faɗuwar farashin nan gaba kaɗan ba zai yiwu ba.
Lokacin Saƙo: Yuli-23-2021