A ɓangaren albarkatun ƙasa na kayan lantarki marasa amfani, matatun mai na PetroChina da CNOOC na ci gaba da fuskantar matsin lamba kan jigilar coke marasa amfani da sulfur, kuma farashin ciniki a kasuwa yana ci gaba da raguwa. A halin yanzu, farashin kayan graphite na wucin gadi da kuɗin sarrafa graphitization ya ragu, kuma an saki ƙarfin samar da kayan aikin. Ƙarfin samarwa na samfuran graphite na wucin gadi marasa inganci da na tsakiyar kasuwa ya yi yawa a hankali, wanda ya haifar da raguwar farashin waɗannan samfuran. Babban kayan lantarki mara kyau na graphite na halitta shine yuan 39,000-42,000 yuan/ton, graphite na wucin gadi shine yuan 50,000-60,000 yuan/ton, kuma microspheres na mesocarbon shine yuan 60-75,000/ton.
Daga mahangar farashi, allurar coke da ƙarancin sulfur coke, kayan da aka yi amfani da su wajen kera graphite na wucin gadi, sun kai kusan kashi 20%-30% na tsarin farashin, kuma farashin kayan ya ragu tun daga kwata na uku.
Farashin kasuwa na man fetur mai ƙarancin sulfur ya ɗan canza kaɗan, kuma farashin 2# a Gabashin China da Kudancin China ya faɗi da yuan 200/ton, kuma farashin yanzu shine yuan 4600-5000/ton. Dangane da manyan harkokin kasuwanci, Huizhou CNOOC 1#B ya faɗi da yuan 600/ton zuwa yuan 4750/ton. Matatun mai a Shandong sun faɗi lokaci-lokaci, kuma jigilar kaya ta tsaya cak. Faduwar farashin man fetur ya inganta ribar kamfanonin coke mai ƙarancin sulfur, kuma aikin kamfanonin coke mai ƙarancin sulfur ya kasance mai daidaito. Farashin man fetur mai ƙarancin sulfur, kayan da aka yi amfani da su na allurar coke, ya ci gaba da faɗuwa kuma a halin yanzu yana kan yuan 5,200-5,220/ton. Wasu kamfanonin coke mai ƙarancin sulfur sun dakatar da samar da coke na ɗan lokaci, samar da allurar coke ya isa, kamfanonin da ke amfani da kwal suna ci gaba da fuskantar asara, kuma har yanzu ba a tantance lokacin farawa ba.
Kudin sarrafa graphitization ya kai kusan kashi 50%. A cikin kwata na uku, saboda fitowar ƙarfin samar da kayayyaki, gibin kasuwa ya ragu a hankali, kuma kuɗin sarrafawa ya fara raguwa.
Daga mahangar wadata, kwata na uku ya fara shiga lokacin ƙaruwa mai girma a cikin samar da lantarki mara kyau. Ayyukan samar da lantarki mara kyau na farko sun kai ƙarfin samarwa a hankali kuma an saki sabbin ayyuka sosai. Samar da kayayyaki a kasuwa ya ƙaru da sauri.
Duk da haka, zagayowar samar da graphite na wucin gadi yana da tsawo, kuma an yi shawarwari kan farashin anode da graphitization na tsawon kwata da dama a wannan shekarar. A kwata na uku, masana'antar anode da kuma ƙasa suna cikin matakin farashi. Duk da cewa farashin kayan ya sassauta, ba yana nufin cewa farashin ya faɗi sosai ba.
A cikin kwata na huɗu, musamman tun daga watan Nuwamba, masana'antun batir sun ci gaba da gudanar da ayyukan ajiya, kuma buƙatar anodes ta ragu; kuma dangane da wadata, ban da sabon ƙarfin samarwa na masana'antun anodes na gargajiya da aka fitar a hankali a wannan shekarar, akwai kuma wasu ƙananan ko sabbin masana'antun anodes waɗanda suka ƙara sabon ƙarfin aiki a wannan shekarar. Tare da fitowar ƙarfin samarwa, ƙarfin lantarki mara kyau na samfuran ƙananan da matsakaici a kasuwa yana raguwa a hankali; farashin farashin end-coke da graphitization ya ragu, wanda ya haifar da raguwar farashin samfuran electrodes marasa ƙarfi da matsakaici.
A halin yanzu, wasu kayayyaki masu ƙarancin inganci da matsakaicin inganci waɗanda ke da ƙarfin duniya har yanzu suna rage farashi, yayin da wasu kayayyaki masu tsada waɗanda ke da fa'idodin fasaha masu ƙarfi daga manyan masana'antun ba sa yin yawa ko maye gurbinsu da sauri, kuma farashin zai ci gaba da kasancewa daidai a cikin ɗan gajeren lokaci.
Ƙarfin samarwa na lantarki mai rauni ya ɗan wuce gona da iri, amma saboda tasirin jari, fasaha, da kuma zagayowar ƙasa, wasu kamfanonin lantarki masu rauni sun jinkirta lokacin samarwa.
Idan aka yi la'akari da kasuwar lantarki mara kyau gaba ɗaya, saboda tasirin manufar tallafi, ci gaban kasuwar sabbin motocin makamashi mai ƙarfi yana da iyaka, kuma yawancin masana'antun batir galibi suna amfani da kayayyaki. Hakanan ya zo daidai da ranar sanya hannu kan kwangilar a shekara mai zuwa.
Graphitization: Matsalolin sufuri da sufuri da tasirin annobar ya haifar a Inner Mongolia da sauran yankuna sun ragu, amma saboda tasirin ƙarfin samarwa da kayan aiki, farashin sarrafa graphitization OEM har yanzu yana kan raguwa, kuma tallafin kuɗi da yawa ga kayan graphite na roba yana ci gaba da raguwa. A halin yanzu, don sarrafa farashi da rage haɗarin katsewar wadata, masana'antun anode da yawa sun zaɓi su shimfida cikakken sarkar masana'antu don haɓaka gasa. A halin yanzu, farashin graphitization na yau da kullun shine yuan 17,000-19,000/tan. Kayayyakin tanderu da bututun ruwa suna da yawa kuma farashin yana da daidaito.
Lokacin Saƙo: Janairu-04-2023