Kasuwar lantarki ta graphite da buƙata a halin yanzu ba ta da ƙarfi, a ƙarƙashin matsin lamba na farashi, kasuwar lantarki ta graphite har yanzu tana aiwatar da ƙaruwar da wuri a hankali, sabuwar tattaunawar ciniki ɗaya ta ci gaba da ƙaruwa a hankali. Zuwa ranar 28 ga Afrilu, diamita na lantarki ta graphite ta China 300-600mm babban farashi: ƙarfin lantarki na yau da kullun 21000-24000 yuan / ton; babban ƙarfi 22000-25000 yuan / ton; babban ƙarfi 23500-28000 yuan / ton; babban ƙarfi 700mm graphite electrode 30000-31000 yuan / ton. Farashin ya tashi da kashi 17.46% daga farkon shekara da kuma kashi 15.31% daga daidai lokacin da ya gabata. Ana sa ran bayan hutun ranar Mayu, ana sa ran farashin lantarki ta graphite zai ƙaru. An yi nazarin takamaiman abubuwan kamar haka:
Da farko, saman farashin ya ci gaba da zama babban matsin lamba, farashin lantarki na graphite yana da damar tashi
A gefe guda, farashin albarkatun ƙasa na lantarki mai siffar graphite yana ci gaba da hauhawa. Zuwa ranar 28 ga Afrilu, farashin man coke mai ƙarancin sulfur a babban matatar mai gabaɗaya ya ƙaru da yuan 2700-3680 a kowace tan daga farkon shekara, ko kuma kusan kashi 57.18%; injin coke ya ƙaru da kusan kashi 32%; kwalta mai kwalta ya ƙaru da kusan kashi 5.92% daga farkon shekara.
A gefe guda kuma, kasuwar kayan da ba su da kyau ta shafa, kasuwancin kayan anode na sarrafa samar da graphite da buƙatar graphite crucible ya fi girma, wani ɓangare na ribar lantarki ta graphite a ƙarƙashin tasirin graphite na lantarki mara kyau da kuma graphite mara kyau, wanda ke haifar da kasuwar lantarki ta graphite da kuma gasa albarkatun sarrafa kayan aiki, farashin graphite na lantarki mai graphite ya ƙaru, farashin graphite na lantarki mai graphite ya kai kusan yuan 5600 / tan.
Dangane da farashin coke mai ƙarancin sulfur, coke na allura da kwalta na kwal a matsayin kayan albarkatun ƙasa na kasuwar electrode na graphite na yanzu, a ka'ida, cikakken farashin kasuwar electrode na graphite na yanzu yana kusan yuan 23,000 / tan, jimlar ribar kasuwar electrode na graphite bai isa ba, kuma farashin electrode na graphite har yanzu yana da damar haɓakawa.
Na biyu, ginin kasuwar lantarki mai siffar graphite bai isa ba, matsin lambar kaya na kamfani ƙanana ne
A gefe guda, wasu kamfanonin lantarki na graphite tun daga shekarar 2021, an takaita su ta hanyar samar da kariyar muhalli ta kaka da hunturu, kula da muhalli da tasirin annoba a wasannin Olympics na hunturu, kasuwar lantarki ta graphite ta ci gaba da iyakancewa, zuwa ƙarshen Maris, jimillar yawan aiki na kasuwar lantarki ta graphite kusan kashi 50% ne;
A gefe guda kuma, wasu ƙananan da matsakaitan kamfanonin lantarki na graphite suna ƙarƙashin matsin lamba biyu na manyan kamfanoni masu tsada da ƙarancin buƙata, ƙarfin samar da kamfanonin lantarki na graphite bai isa ba, samarwa galibi don tabbatar da jigilar kayayyaki na yau da kullun ne, galibi kamfanoni suna cewa babu tarin kaya. Bugu da ƙari, an fahimci cewa a kwata na farko, coke na allurar da aka shigo da shi daga China ya ragu da kusan kashi 70% idan aka kwatanta da bara, don haka za a iya ganin cewa samar da kasuwar lantarki ta graphite gabaɗaya bai isa ba.
Uku, kamfanonin lantarki na graphite sun fi samun kwarin gwiwa game da tsammanin bukatar kasuwa
Masana'antar ƙarfe mai tsayi: A halin yanzu, wasu masana'antun ƙarfe masu tsayi sun fara ƙaruwa, siyan na'urorin lantarki masu girman gaske da matsakaici masu ƙarfi sun ƙaru, amma kasuwar ƙarfe mai ƙarfi har yanzu tana da rauni kuma tana da ƙarfi, masana'antar ƙarfe tana da ƙarin siye idan ana buƙata.
Masana'antar ƙarfe ta murhu ta lantarki: a cikin kwata na farko, ribar masana'antar ƙarfe ta murhu ta lantarki ta ci gaba da raguwa, kuma wasu daga baya-bayan nan sun yi ƙasa da ƙa'idojin hana yaduwar annoba a kan samarwa, masana'antar ƙarfe ba ta isa ba. A kwata na farko, masana'antar ƙarfe ta murhu ta lantarki galibi suna cinye kayan farko, don haka ana sa ran tasirin annobar a watan Mayu, masana'antar ƙarfe suna da buƙatar sake cikawa.
Ba na ƙarfe ba: phosphorus mai launin rawaya, ƙarfe na silicon da sauran buƙatun lantarki na graphite suna da ƙarfi, kuma saboda ƙarancin samar da manyan ƙayyadaddun bayanai na kamfanonin lantarki na graphite, aikin ɓangaren buƙatun kasuwa yana da kyau, wasu ƙayyadaddun bayanai na samar da lantarki na graphite suna da ƙarfi.
Fitar da Kaya: A halin yanzu, duk da cewa EU na hana zubar da kaya, sufurin ƙasa da ƙarancin albarkatun ruwa da sauran abubuwa har yanzu suna da wasu ƙuntatawa kan fitar da lantarkin graphite na China, amma Tarayyar Turai ta jinkirta karɓar harajin hana zubar da kaya akan lantarkin graphite na China yana da kyau don fitar da lantarkin graphite, kuma wasu kamfanoni da 'yan kasuwa na ƙasashen waje suna da takamaiman buƙata don kaya.
Hasashen rana: wadatar kasuwar lantarki ta graphite tana da ƙarfi, kaya ba tare da matsin lamba ba, kyakkyawan yanayin kasuwa mai kyau, farashin samar da lantarki ta graphite mai tsayi yana da yawa, buƙatar kasuwa mai kyau da sauran dalilai, har yanzu kamfanonin lantarki ta graphite suna da wani kyakkyawan fata game da kasuwa. A taƙaice, ana sa ran bayan Ranar Mayu, farashin lantarki ta graphite na iya ƙaruwa, wanda ake sa ran zai ƙaru da kusan yuan 2000 / tan. Tushen bayanai: Baichuan Yingfeng
Lokacin Saƙo: Mayu-03-2022