Na farko, nazarin yanayin farashin
A farkon kwata na 2021, kasar Sin graphite lantarki farashin Trend ne mai karfi, yafi amfana daga high albarkatun kasa farashin, inganta ci gaba da Yunƙurin na graphite lantarki farashin, sha'anin samar matsa lamba, da kasuwa farashin yarda ne karfi, da kuma samar da kananan matsakaici-sized ƙayyadaddun albarkatun ne m, wanda amfana da overall Yunƙurin na graphite lantarki farashin.
Kasuwar graphite lantarki ta kasar Sin a cikin kwata na biyu bayan saurin tashi sama da kwanciyar hankali.A saurin tashi yana nunawa a cikin watan Afrilu, masana'antun karfe sun fara sabon zagaye na siyarwa, masana'antar tanderu ta wutar lantarki ta ƙasa tare da riba mai yawa da farawa mai kyau, buƙatun graphite electrode mai kyau. .A gefe guda kuma, Mongoliya na ciki yana da makamashi biyu na makamashi, samar da graphite yana da wuyar gaske, kuma an rage yawan kayan lantarki na graphite, yana ƙara ƙarfin farashin graphite electrodes.Duk da haka, daga Mayu zuwa Yuni, albarkatun man fetur coke. farashin ba su da kyau, haɗe tare da matsi na ƙasa, farashin lantarki na graphite ya tashi mai rauni.
A cikin kwata na uku, farashin graphite electrode a kasar Sin ya kasance tsayayye kuma mai rauni, kuma buƙatun gargajiya na zamani, tare da babban bangaren samar da kayayyaki, rashin daidaituwa tsakanin samarwa da buƙata ya haifar da raguwar farashin lantarki na graphite. albarkatun kasa, farashin ya ci gaba da tashi, kuma a ƙarƙashin matsin farashin, farashin graphite electrode yana da ƙarfi. Koyaya, wasu masana'antun lantarki na graphite da sauri suna share ɗakunan ajiya kuma suna dawo da kuɗi, wanda ke haifar da faɗuwar farashin lantarki na graphite a farkon da ƙarshen kwata na uku.
A cikin kwata na huɗu, saboda tasirin samar da gida da ƙuntatawa na wutar lantarki, farashin albarkatun ƙasa ya ci gaba da hauhawa, tare da ƙarancin sulfur mai coke, kwalta ya tashi sosai, farashin wutar lantarki, Mongoliya na ciki da sauran wuraren samar da graphite yana da ƙarfi kuma high price, da kudin ciyar da farashin graphite lantarki a China.Amma, ko da yake samar da ikon iyaka sun shafi graphite lantarki Enterprises, amma kasa wutar lantarki makera karfe fara low, low riba, amma kuma ya haifar da koma baya na kasuwa bukatar. wadata da buƙatu suna da rauni, farashin koma baya ya fi girma.Babu buƙatar, kawai fitar da farashi, da hauhawar farashin ba su da ingantaccen tallafi, don haka ja da baya na ɗan gajeren lokaci ya zama al'ada na al'ada lokaci-lokaci.
Gabaɗaya, gabaɗayan girgizar kasuwar graphite lantarki ta China a cikin 2021 tana da ƙarfi. A daya hannun, danyen farashin zai inganta Yunƙurin da faduwar graphite electrode kudin, da kuma a daya hannun, farawa da ribar wutar lantarki tanderu karfe niƙa sun yadda ya kamata ya haifar da tashi da faduwar graphite electrode price.The tashi da kuma faduwar kasuwar lantarki ta graphite a cikin 2021 ta kawar da tasirin wadata, wanda ke nuna farashin albarkatun ƙasa da buƙatun ƙasa, yana bayanin hauhawar farashin kayan lantarki na graphite a duk tsawon shekara.
II. Ƙididdiga da kuma riba bincike
Daga matsananci high ikon graphite lantarki kudin bincike, a Jiangsu matsananci high ikon graphite lantarki 500, misali, na biyu kwata May riba ya kai 5229 yuan / ton, na uku Satumba mafi ƙasƙanci-1008 yuan / ton, daga hangen nesa na 2021 kasuwa, more. fiye da ikon graphite lantarki ribar mafi yawan lokaci kula da ingantaccen ci gaba, idan aka kwatanta da 2018-2020, kasar Sin graphite lantarki masana'antu m shiga m matakin ci gaba.
Dangane da sakamakon kudi na Fangda Carbon a cikin rubu'i uku na farko na 2021, yawan karuwar ribar ya kasance 71.91% a farkon kwata, 205.38% a kwata na biyu, da 83.85% a cikin kwata na uku. Kwata na biyu na shekarar 2021 kuma lokaci ne na saurin bunkasuwar riba.
Na uku, binciken buƙatu
(1) Bangaren waje
A shekarar 2021, ana sa ran jimillar fitar da wutar lantarki da kasar Sin za ta yi zai kai ton 400,000, wanda ya karu da kashi 19.55 bisa dari a shekara, wanda ya zarce na shekarar 2020. Daga watan Janairu zuwa Nuwamba, yawan kayayyakin da ake fitarwa ya kai tan 391,200. abubuwan da ke haifar da annobar cikin gida, kuma ana aiwatar da duk ayyukan da aka tsara, suna ƙara yawan fitarwa.
A shekarar 2021 Sin ta graphite lantarki fitarwa gaba ɗaya yanayin yana da ƙarfi, daga barkewar kasuwar tattalin arzikin duniya, idan aka kwatanta da kasuwar 2021 da 2019, ya nuna bambanci mai ƙarfi, 2019 na 2019 na graphite lantarki na kasar Sin ya fi mayar da hankali tsakanin Maris-Satumba, Maris-Yuli graphite electrode fitarwa. yana ƙaruwa, fitar da kayayyaki na Maris-Satumba ya mamaye kashi 66.84% na abubuwan da ake fitarwa na shekara-shekara, kuma a cikin 2021, ana fitar da kayayyaki masu ƙarfi da rauni, Maris da Nuwamba ban da haɓaka cikin sauri, jimillar fitar da kowane kwata ya yi kusan daidai.
(2) Bukatar cikin gida
An fitar da cibiyoyin da suka dace: a shekarar 2021, yawan danyen karfen da kasar Sin ta fitar ya kai tan biliyan 1.040, ya ragu da kashi 2.3% a duk shekara, bukatar lantarki na graphite na kasar Sin ya kai ton 607,400, kuma a shekarar 2021, ana sa ran fitar da lantarki mai graphite na kasar Sin zai wuce tan miliyan 1.2.
Daga halin da ake ciki na cikin gida da na waje, na'urorin lantarki na graphite na kasar Sin suna cikin wani yanayi na wuce gona da iri. Har ila yau, a kaikaice ya haifar da farashin lantarki na graphite na gida a halin yanzu yana da wuya a koma zamanin riba mai yawa.
Hasashen kasuwar graphite lantarki na cikin gida a cikin 2022
Production: a lokacin Janairu-Fabrairu, na al'ada graphite electrode Enterprises kula al'ada samar jihar, amma kamar yadda hunturu yanayi kare muhalli management gabatowa, cikin Janairu, Inner Mongoliya, Shanxi, Hebei, Henan, Shandong, Liaoning da sauran wurare za su fuskanci samar da kiyayewa. kasuwa fara saukar da kula da low, bayan Maris graphite lantarki kasuwar overall tabo albarkatun wadata ne m.
Inventory, a cikin kwata na huɗu na 2021, buƙatun kasuwa ya yi nisa da tsammanin, buƙatun kasuwannin waje ta sake fashewa, ajiyar kayan aikin Sabuwar Shekara ba ta da ƙarfi, tarin kayan aikin lantarki na graphite, kodayake wasu masana'antu don haɓaka tallace-tallacen babban jari, amma buƙatun ƙasa. dawo da ba a bayyane yake ba, kuma ya haɓaka gasa ƙeta na kasuwa, ƙididdiga ba ta da girma, amma tunanin ya fi bayyane.
Dangane da bukatar, kasar Sin graphite lantarki kasuwar bukatar surface ne yafi nuna a cikin karfe kasuwar, fitarwa kasuwa da karfe da silicon market.Iron da karfe kasuwar: daga Janairu zuwa Fabrairu, da karfe kasuwar fara low, na al'ada karfe shuka graphite lantarki yana da. da farkon stock kaya, da wutar lantarki tanderu karfe shuka fara ko general, a cikin gajeren lokaci, da overall procument yarda na karfe niƙa ba karfi, a cikin gajeren lokaci, da bayyana downstream bukatar yana da kadan tasiri a kan graphite lantarki kasuwar.Silicon kasuwar. : Masana'antar silicon ba ta wuce lokacin bushewa ba. A cikin ɗan gajeren lokaci, masana'antar siliki ta ƙarfe ta ci gaba da farawa da rauni kafin shekara, kuma buƙatun na'urorin lantarki na graphite ya ci gaba da kasancewa mai ƙarfi da rauni kafin shekara.
Dangane da fitar da kayayyaki, jigilar jiragen ruwa ya kasance mai girma, kuma ana sa ran fahimtar ƙwararru cewa farashin kaya zai ci gaba da tafiya mai girma na ɗan lokaci, wanda zai iya sauƙi a cikin 2022. Bugu da ƙari, cunkoson jiragen ruwa na duniya ya kasance a kusa da 2021. A Turai da kuma Gabashin Asiya, alal misali, matsakaicin jinkiri na kwanaki 18, 20% fiye da baya, wanda ya haifar da tsadar jigilar kayayyaki. EU ta gudanar da binciken hana zubar da ruwa na na'urorin lantarki na kasar Sin. Zuwa China
Lokacin aikawa: Janairu-10-2022