Na farko, nazarin yanayin farashin farashi
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 da matsa lamba, da kasuwar farashin yarda ne mai karfi, da kuma samar da kananan da matsakaici-sized takamaiman albarkatun ne m, wanda amfana da overall Yunƙurin na graphite lantarki farashin.
China ta graphite lantarki kasuwar a cikin kwata na biyu bayan wani m upwardly kwanciyar hankali.The m Yunƙurin ne yafi nuna a watan Afrilu, da karfe Mills fara wani sabon zagaye na tayin, da downstream lantarki makera karfe mills tare da babban riba da kuma babban farawa, mai kyau graphite lantarki bukatar. Electrodes.Duk da haka, daga Mayu zuwa Yuni, farashin albarkatun man fetur coke mara kyau ne, haɗe tare da rage raƙuman ruwa, farashin lantarki na graphite ya tashi mai rauni.
A cikin kwata na uku, farashin graphite electrode a kasar Sin ya kasance barga kuma mai rauni, kuma buƙatun gargajiya na zamani, tare da ɓangaren samar da ƙarfi, rashin daidaituwa tsakanin samarwa da buƙata ya haifar da raguwar farashin lantarki. 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 hudu, saboda da tasiri na cikin gida samar da wutar lantarki ƙuntatawa, gida albarkatun kasa farashin ci gaba da tashi, tare da low sulfur man coke, kwalta ya tashi mafi muhimmanci, high wutar lantarki farashin, Inner Mongolia da sauran wurare na graphite wadata ne m da high price, da kudin ciyar da farashin graphite lantarki a China. Duk da haka, ko da yake da samar da wutar lantarki da kuma ikon iyaka sun shafi low graphite furna, amma wutar lantarki da iyaka ya shafi low jadawali, amma wutar lantarki kasa da low jadawali, amma wutar lantarki da iyaka ya shafi low jadawali da wutar lantarki. Hakanan ya haifar da raguwar buƙatun kasuwa, wadata da buƙatu suna da rauni, koma-bayan farashin ya fi girma.Babu buƙatu, tsadar tsada kawai, hauhawar farashin kuma ba shi da ingantaccen tallafi, don haka ja da baya na ɗan gajeren lokaci ya zama al'ada ta al'ada lokaci-lokaci.
Gabaɗaya, gabaɗayan girgizar kasuwar graphite lantarki ta China a cikin 2021 tana da ƙarfi. A daya hannun, albarkatun kasa farashin zai inganta Yunƙurin da faduwar graphite lantarki kudin, da kuma a daya hannun, da farko da kuma riba na lantarki makera karfe niƙa sun yadda ya kamata ya kai ga Yunƙurin da faduwar graphite electrode price.The Yunƙurin da fall na graphite lantarki kasuwar a 2021 ajiye a gefe da tasiri na wadata, featuring da albarkatun kasa kudin da ƙasa da farashin electrodes, bayyana dukan shekara ta farashin electrodes.
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 kai 5229 yuan / ton, na uku Satumba mafi ƙasƙanci-1008 yuan / ton, daga hangen zaman gaba na 2021 kasuwa, fiye da ikon graphite lantarki ribar mafi yawan lokaci kula da m jadawali, idan aka kwatanta da China201 electrode graphite. Ainihin shiga matakin ci gaba mara kyau.
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 yawan fitar da lantarki na kasar Sin zai kai ton 400,000, wanda ya karu da kashi 19.55% a shekara, wanda ya zarce na shekarar 2020. Daga watan Janairu zuwa Nuwamba, yawan fitar da kayayyaki zuwa kasashen waje ya kai ton 391,200. adadin fitarwa.
A shekarar 2021 kasar Sin ta graphite lantarki fitarwa gaba daya Trend yana da karfi, daga barkewar kasuwar tattalin arzikin duniya, idan aka kwatanta da 2021 da 2019 kasuwar, ya nuna wani m bambanci, 2019 Sin graphite lantarki fitarwa yafi mayar da hankali a tsakanin Maris-Satumba, Maris-Yuli Grafite graphite electrode fitarwa, Maris-4 Satumba 6% fitarwa na electrode a kowace shekara. 2021, fitar da karko da rauni, Maris da Nuwamba ban da saurin bunƙasa, jimillar fitar da kayayyaki kowane kwata ya yi 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, da na al'ada graphite lantarki Enterprises kula al'ada samar jihar, amma kamar yadda hunturu yanayi kare muhalli management gabatowa, cikin Janairu, Inner Mongolia, 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 gabatowa m tabo albarkatun.
Inventory, a cikin kwata na huɗu na 2021, buƙatun kasuwa ya yi nisa da tsammanin, buƙatun kasuwannin waje ta sake fashewa, ajiyar kayan Sabuwar Shekara ba ta da ƙarfi, tarin kayan aikin graphite electrode, kodayake wasu masana'antu don haɓaka raguwar tallace-tallace, amma dawo da buƙatu na ƙasa ba a bayyane yake ba, kuma haɓaka gasa mai ɓarna a kasuwa, ƙima ba ta da girma, amma hasashe ba a bayyane yake ba.
Dangane da bukatar, kasar Sin graphite lantarki kasuwar bukatar surface ne yafi nuna a cikin karfe kasuwar, fitarwa kasuwa da karfe da kuma silicon market.Iron da karfe kasuwar: daga Janairu zuwa Fabrairu, da karfe kasuwar fara low, da al'ada karfe shuka graphite lantarki da farkon stock kaya, da wutar lantarki tanderun karfe shuka fara ko general, a cikin gajeren lokaci, da overall procurement nufin ba da karfi na karfe mills a cikin gajeren lokaci yana da karfi da tasiri a kan platinum ƙasa. kasuwar graphite lantarki.Kasuwar Silicon: 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, kayan sufurin jiragen ruwa suna da yawa, kuma ana sa ran fahimtar ƙwararru cewa farashin kaya zai ci gaba da tafiya mai girma na ɗan lokaci, wanda zai iya sauƙaƙa a cikin 2022. Bugu da ƙari, cunkoson jiragen ruwa na duniya ya kasance a kusa da 2021. A Turai da Gabashin Asiya, alal misali, matsakaicin jinkiri na kwanaki 18, 20% fiye da yadda aka gudanar da binciken kasar Sin a baya, wanda ya haifar da hauhawar farashin kayayyaki na EU. electrodes.Zuwa China
Lokacin aikawa: Janairu-10-2022