A bangaren albarkatun kasa na kayan lantarki mara kyau, matatun PetroChina da CNOOC suna ci gaba da fuskantar matsin lamba kan jigilar coke mai ƙarancin sulfur, kuma farashin ciniki na kasuwa yana ci gaba da raguwa. A halin yanzu, farashin albarkatun graphite na wucin gadi da kuma kuɗaɗen sarrafa graphitization ya ragu, kuma an fitar da ƙarfin samar da kayan aikin. Ƙarfin samar da ƙananan ƙarewa da tsakiyar ƙarshen ƙirar graphite na wucin gadi a kasuwa ya zama sannu a hankali, wanda ya haifar da raguwa a farashin waɗannan samfurori. Na al'ada korau electrode abu na halitta graphite ne 39,000-42,000 yuan/ton, wucin gadi graphite ne 50,000-60,000 yuan/ton, da mesocarbon microspheres ne 60-75,000 yuan/ton.
Daga ra'ayi na farashi, coke coke da low-sulfur coke, da albarkatun kasa na wucin gadi graphite, lissafin game da 20% -30% na kudin tsarin, da kuma farashin albarkatun kasa ya ƙi tun na uku kwata.
Farashin Coke mai ƙarancin sulfur na kasuwa ya tashi kaɗan, kuma farashin 2# a Gabashin China da Kudancin China ya faɗi da yuan 200/ton, kuma farashin yanzu shine 4600-5000 yuan/ton. Dangane da babban kasuwancin Huizhou CNOOC 1#B ya fadi yuan 600/ton zuwa yuan 4750. Matatun mai a Shandong sun faɗi kai tsaye, kuma an toshe jigilar kayayyaki. Ragewar farashin coke na man fetur ya inganta ribar da ake samu na kamfanonin coke na calcined, kuma aikin kamfanonin coke na calcined ya kasance karko. Farashin slurry mai ƙarancin sulfur, albarkatun ɗanyen coke na allura, ya ci gaba da faɗuwa kuma a halin yanzu yana kan 5,200-5,220 yuan/ton. Wasu Kamfanonin Coke na Alurar da ake amfani da su wajen mai sun dakatar da na’urorin samar da Coke na wani dan lokaci, gaba daya samar da coke din allura ya wadatar, kamfanonin kwal na ci gaba da yin asara, kuma har yanzu ba a tantance lokacin farawa ba.
Farashin sarrafa graphitization ya kai kusan 50%. A cikin kwata na uku, saboda sakin karfin samar da kayayyaki, gibin kasuwa ya ragu a hankali, kuma kudaden sarrafawa sun fara raguwa.
Daga mahangar samarwa, kwata na uku ya fara shiga lokacin girma mai fashewa a cikin samar da wutar lantarki mara kyau. Ayyukan samar da wutar lantarki na farko a hankali sun kai ƙarfin samarwa kuma an fitar da sabbin ayyuka da ƙarfi. Kasuwancin kasuwa ya karu da sauri.
Koyaya, sake zagayowar samarwa na graphite na wucin gadi yana da tsayi, kuma an tattauna farashin anode da graphitization na rubu'i da yawa a wannan shekara. A cikin kwata na uku, masana'antar anode da ƙasa suna cikin matakin wasan farashi. Kodayake farashin samfurin ya sassauta, ba yana nufin cewa farashin ya faɗi sosai ba.
A cikin kwata na hudu, musamman tun daga watan Nuwamba, masana'antun batir sun ci gaba da gudanar da ayyukan ajiya, kuma buƙatar anodes ya raunana; sannan kuma ta fuskar samar da kayayyaki, baya ga sabon karfin samar da masana'antun gargajiya na gargajiya a hankali da aka fitar a wannan shekarar, akwai kuma wasu kanana ko sabbin masana'antar anode wadanda suka kara sabbin karfin a bana. Tare da sakin ƙarfin samarwa, ƙarancin wutar lantarki na ƙananan ƙarancin ƙarewa da matsakaicin matsakaici a cikin kasuwa yana da ƙarfi a hankali; farashin karshen-coke da graphitization halin kaka sun ragu, wanda ya haifar da wani m raguwa a farashin low-karshen da tsakiyar-karshen korau electrode kayayyakin.
A halin yanzu, wasu ƙananan kayayyaki masu ƙanƙara da tsaka-tsaki waɗanda ke da ƙarfi na duniya har yanzu suna yanke farashin, yayin da wasu manyan samfuran da ke da fa'idar fasaha mai ƙarfi daga manyan masana'antun ba su da saurin ragi ko maye gurbinsu, kuma farashin zai kasance karko a cikin ɗan gajeren lokaci. .
Ƙarfin samar da na'ura mai ƙima na ƙarancin lantarki ya ɗan wuce gona da iri, amma saboda tasirin babban birni, fasaha, da sake zagayowar ƙasa, wasu kamfanonin lantarki mara kyau sun jinkirta lokacin samarwa.
Duban kasuwar wutar lantarki mara kyau gabaɗaya, saboda tasirin manufofin tallafin, haɓakar ƙarshen sabuwar kasuwar abin hawa makamashi yana da iyaka, kuma yawancin masana'antar batir galibi suna cinye kaya. Hakanan ya zo daidai da ranar sanya hannu kan kwangilar a shekara mai zuwa.
Graphitization: Abubuwan dabaru da matsalolin sufuri da suka haifar da tasirin annobar a Mongoliya ta ciki da sauran yankuna an rage su, amma saboda tasirin iya aiki da albarkatun ƙasa, farashin graphitization OEM sarrafa har yanzu yana kan koma baya, kuma da Multi-cost goyon baya ga wucin gadi graphite anode kayan ya ci gaba da raunana. A halin yanzu, don sarrafa farashi da rage haɗarin katsewar samar da kayayyaki, yawancin masana'antar anode sun zaɓi shimfida cikakkiyar sarkar masana'antu don haɓaka gasa. A halin yanzu, babban farashin graphitization na yau da kullun shine 17,000-19,000 yuan/ton. Kayayyakin murhun wuta da crucibles suna da yawa kuma farashin ya tsaya tsayin daka.
Lokacin aikawa: Janairu-04-2023