Da farko, farashi
Abubuwan da suka dace: farashin allurar coke da aka shigo da su daga China ya karu da dala $100 a kowace tan, kuma za a aiwatar da farashin daga watan Yuli, wanda hakan zai iya haifar da hauhawar farashin allurar coke mai inganci a China tare da shi. Farashin samar da lantarki mai karfin gaske yana ci gaba da hauhawa a babban mataki.
Mummunan abu: ƙarancin farashin kasuwar coke na man sulfur ya tashi da sauri, ƙarancin kasuwar coke na man sulfur ya ragu, farashin a hankali ya koma daidai. Rage farashin ƙonawa na sulfur, tare da ƙarancin isar da matatun mai na sulfur na calcined ba shi da santsi, farashin kuma yana raguwa, wanda ke haifar da jin daɗi a kasuwar electrode na graphite.
Gabaɗaya: kodayake farashin coke mai ƙarancin sulfur ya faɗi, amma bisa ga wannan lokacin na bara har yanzu akwai ƙarin kashi 68.12%; Farashin coke mai allurar gida don kayan albarkatun graphite electrode yana da yawa, kuma farashin coke mai allurar da aka shigo da ita ya tashi. A halin yanzu, farashin coke mai allurar gida don electrode graphite yana da kusan yuan 9000-10000/ton. Farashin coke mai allurar da aka shigo da ita yana da kusan USD1600-1800/ton, kuma farashin kwal yana canzawa a cikin babban kewayon da kunkuntar. Ma'aunin masana'antar kwalta da aka gyara da ake amfani da shi don samfuran graphite shine yuan 5650/ton, kuma cikakken farashin kasuwar electrode mai lamba graphite har yanzu yana da yawa.
Hoton
Na biyu, bangaren samar da kayayyaki
Kasuwar lantarki ta graphite ta zamani har yanzu tana da kyakkyawan tallafi, takamaiman binciken shine kamar haka:
1. Kayayyakin kasuwar lantarki ta Graphite har yanzu suna nan a matakin ƙasa da ma'ana, in ji kamfanonin lantarki ta Graphite cewa kamfanoni ba su da tarin kaya da yawa, kasuwar lantarki ta Graphite gaba ɗaya ba ta da kaya kuma ba ta da matsi.
2. An fahimci cewa a halin yanzu, wasu kamfanonin lantarki na graphite sun ce wasu takamaiman bayanai na lantarki na graphite sun ƙare (galibi don ƙarfin lantarki mai girma 450mm), wanda ke nuna cewa samar da ƙayyadaddun bayanai na ƙananan da matsakaici na ƙarfin lantarki mai girma har yanzu yana da rauni da matsewa.
3. A watan Yuni, bisa ga ra'ayoyin da aka bayar a fannin manyan kamfanonin lantarki na graphite electrode na kasar Sin, samar da albarkatun allurar coke masu inganci yana da tsauri, kuma saboda kamfanonin allurar coke na Burtaniya a ranar 2 ga Mayu - kulawa, shigo da allurar coke a watan Yuli da Agusta zuwa tashar jiragen ruwa, ya haifar da karancin allurar coke da ke samar da karin kayayyakin da ake shigowa da su daga kasar Sin, sakamakon haka, wani bangare na manyan kamfanonin lantarki na graphite electrode masu karfin gaske, samar da kayayyaki masu girman gaske, A halin yanzu, samar da lantarki mai girman gaske a kasuwa yana cikin daidaito.
4. Sakamakon karuwar farashin coke na allurar da aka shigo da ita daga China, wasu kamfanonin lantarki na graphite ba sa son sayarwa, kuma gaba daya samar da kasuwar lantarki ta graphite ba ta da kyau kuma tana da tsauri.
Na uku, buƙatar da ke ƙasa
tabbatacce
1. Kwanan nan, fara amfani da injinan ƙarfe na tanderu na lantarki a ƙarƙashin electrode na graphite ya kasance mai ƙarfi. Matsakaicin yawan aiki na injinan ƙarfe na tanderu na lantarki koyaushe ana kiyaye shi a kusan kashi 70%, kuma taurin electrode na graphite yana buƙatar ya kasance mai ƙarfi.
2. Kwanan nan, kasuwar fitar da wutar lantarki ta graphite ta tsaya cak. A cewar kididdigar bayanan kwastam, a watan Mayu na 2021, yawan fitar da wutar lantarki ta graphite ta kasar Sin ya kai tan 34,600, inda karuwar kashi 5.36% a wata da kuma karuwar kashi 30.53% a shekara-shekara daga watan Janairu zuwa Mayu na 2021, fitar da wutar lantarki ta graphite ta kasar Sin ya kai tan 178,500, karuwar kashi 25.07% a daidai wannan lokacin a bara. Kuma an fahimci cewa wasu kamfanonin wutar lantarki ta graphite suma sun nuna cewa kasuwar fitar da wutar lantarki ta kasar Sin ta yi kyau sosai.
3. Ƙarar wutar lantarki ta kasuwar ƙarfe ta silicon ta ƙaru a hankali, har zuwa ranar 17 ga Yuni, adadin wutar lantarki ta silicon idan aka kwatanta da ƙarshen watan Mayu ya ƙaru da 10, lambar wutar lantarki ta Baichuan mai lamba 652, adadin wutar lantarki ta 246. Bukatar wutar lantarki ta graphite mai ƙarfi ta yau da kullun tana da ƙarfi, matsakaici da ƙarami.
korau
1. Karfe mai amfani da wutar lantarki, saboda rashin lokacin aiki a masana'antu, juriyar sayar da katako, tare da farashin katako na baya-bayan nan yana ci gaba da raguwa, kuma raguwar farashin katako ya fi raguwar farashin ƙarfe na kayan aiki, ribar ƙarfe a ƙarƙashin matsi, tare da ƙarancin farashin coke na man fetur na sulfur kwanan nan, injinan ƙarfe don farashin lantarki na graphite suna jira da gani, akwai buƙatar samun halayen lantarki na graphite.
2. Farashin jigilar kaya na jirgin ruwa na lantarki mai launin graphite har yanzu yana da yawa, har zuwa wani mataki, yana kawo cikas ga fitar da lantarki mai launin graphite.
Hasashen bayan kasuwa: kodayake kasuwar lantarki ta graphite ta kwanan nan tana da wani yanayi na jira da gani, amma jimlar farashin samarwa na kasuwar lantarki ta graphite har yanzu tana da yawa, matsayin gefen samar da lantarki ta graphite har yanzu yana da rauni kuma yana da tsauri, ana sa ran kyawawan kamfanonin lantarki na graphite na yau da kullun suna ba da ƙarfi, wanda zai daidaita farashin kasuwar lantarki ta graphite gaba ɗaya. Bugu da ƙari, hauhawar farashin allurar coke da aka shigo da ita yana tallafawa farashin lantarki ta graphite. A ƙarƙashin tasirin tunanin kamfanonin lantarki na graphite na yau da kullun, har yanzu akwai ra'ayi mai ƙarfi game da ƙarfin lantarki mai yawa da babban ƙayyadaddun bayanai na graphite.
Lokacin Saƙo: Yuni-25-2021