Tare da ci gaba da tashin hankali na rikici tsakanin Rasha da Ukraine, Rasha da Ukraine a matsayin kasar Sin graphite lantarki fitarwa kasashen, zai samar da wani tasiri a kasar Sin graphite lantarki fitarwa?
Na farko, albarkatun kasa
Yakin da ake yi tsakanin Rasha da Yukren ya kara dagulewa a kasuwar mai, kuma tare da karancin kayayyaki da kuma karancin kayan aiki a duniya, mai yiwuwa hauhawar farashin mai ne kawai zai rage bukatar. Rikicin kasuwannin danyen mai ya shafa, coke din man fetur na cikin gida, farashin coke na allura ya nuna an samu tashin gwauron zabi.
Farashin Coke na man fetur bayan biki ya nuna tashin gwauron zabi uku a jere, har ma da hawa hudu a jere, kamar yadda aka fitar da manema labarai, farashin man petrochemical ya kai yuan 6000, sama da yuan 900 a duk shekara, farashin Daqing Petrochemical. na yuan 7300, sama da yuan 1000 a kowace shekara.
Alurar coke, bayan bikin ya nuna karuwar sau biyu, coke mai allura ya karu da yuan/ton 2000, kamar yadda aka buga, a cikin gida graphite electrode man allura coke dafa coke farashin yuan 13,000-14,000 yuan/ton, matsakaicin karuwa na 2000 kowane wata. yuan/ton. Shigo da jerin man allura coke dafaffen coke 2000-2200 yuan/ton, abin ya shafa jerin man allura coke, gawayi jerin allura coke farashin kuma ya tashi zuwa wani matsayi, na gida graphite lantarki tare da gawayi jerin coke coke dafa coke 110-12,000 yuan/ton , matsakaicin karuwa na yuan 750 a kowane wata. Fitar da lantarki mai graphite tare da coal coke coke coke da aka nakalto 1450-1700 USD/ton.
Kasar Rasha na daya daga cikin manyan kasashe uku masu arzikin man fetur a duniya, wanda ke da kashi 12.1% na yawan danyen man da ake hakowa a duniya a shekarar 2020, inda aka fi fitar da shi zuwa kasashen Turai da China. Gabaɗaya, tsawon lokacin yakin Rasha-Ukraine a cikin lokaci na gaba zai yi tasiri sosai kan farashin mai. Idan yakin "blitzkrieg" ya rikide zuwa "yaki mai dorewa", ana sa ran zai sami ci gaba mai tasiri akan farashin mai. Kuma idan tattaunawar sulhun da za ta biyo baya ta yi kyau kuma aka kawo karshen yakin nan ba da dadewa ba, hakan na iya kawo koma baya ga farashin man fetur, wanda aka yi tashin gwauron zabi. A sakamakon haka, farashin mai zai ci gaba da mamaye cikin ɗan gajeren lokaci ta hanyar yanayin Rasha da Ukraine. Daga wannan ra'ayi, farashin graphite electrode har yanzu bai tabbata ba.
Na biyu, fitarwa
A shekarar 2021, abin da kasar Sin ta fitar na lantarki mai graphite ya kai tan miliyan 1.1, daga ciki an fitar da ton 425,900 zuwa kasashen waje, wanda ya kai kashi 34.49% na abin da kasar Sin ke fitarwa a duk shekara. A shekarar 2021, kasar Sin ta fitar da ton 39,400 na na'urorin lantarki na graphite daga tarayyar Rasha da tan 16,400 daga kasar Ukraine, wanda ya kai kashi 13.10% na adadin kayayyakin da ake fitarwa a shekarar 2021 da kuma kashi 5.07% na abin da kasar Sin ke fitarwa na shekara-shekara na na'urorin lantarki.
A cikin kashi uku na farko na shekarar 2021, abin da kasar Sin ta samu na graphite electrode ya kai tan 240,000. Dangane da iyakokin samar da kare muhalli a Henan, Hebei, Shanxi da Shandong, kashi na farko na 2022 na Mayu ya ga raguwar shekara-shekara da kusan kashi 40%. A cikin kwata na farko na shekarar 2021, kasar Sin ta fitar da jimillar ton 0.7900 na na'urorin lantarki na graphite daga Tarayyar Rasha da Ukraine, wanda a zahiri ya kai kasa da kashi 6%.
A halin yanzu, tanderu mai fashewa, wutar lantarki da masana'antun da ba na ƙarfe ba na graphite electrode suna ci gaba da samarwa ɗaya bayan ɗaya, siyan "saya ba a saya ba" a hankali, ƙananan raguwa a fitar da kayayyaki na iya zama da wahala a sami wani tasiri. a cikin gida graphite lantarki kasuwar.
Sabili da haka, gabaɗaya, a cikin ɗan gajeren lokaci, har yanzu farashi shine babban abin da ke shafar kasuwar graphite electrode na kasar Sin, kuma farfadowar buƙatu shine rawar konewa.
Lokacin aikawa: Maris-04-2022