Da farko, nazarin yanayin farashin
A kwata na farko na shekarar 2021, yanayin farashin lantarki na graphite na kasar Sin ya yi karfi, wanda galibi ya amfana daga hauhawar farashin kayan masarufi, yana kara habaka ci gaba da hauhawar farashin lantarki na graphite, matsin lambar samar da kayayyaki na kamfanoni, sha'awar farashin kasuwa tana da karfi, kuma samar da albarkatun kananan da matsakaitan girma yana da tsauri, wanda hakan ke amfanar da karuwar farashin lantarki na graphite gaba daya.
Kasuwar lantarki ta graphite ta China a kwata na biyu bayan samun daidaito mai sauri. Haɓakar da aka samu a cikin sauri ta fi bayyana a watan Afrilu, masana'antun ƙarfe sun fara sabon zagaye na tayin, masana'antun ƙarfe na wutar lantarki na ƙasa da ƙasa suna da riba mai yawa da farawa mai yawa, buƙatar lantarki mai kyau na graphite. A gefe guda kuma, Inner Mongolia tana da amfani da makamashi biyu, samar da graphite yana da ƙarfi, kuma samar da lantarki na graphite ya ragu, wanda ke ƙara ƙarfin farashin lantarki na graphite. Duk da haka, daga watan Mayu zuwa Yuni, farashin man fetur na coke ba shi da kyau, tare da rage farashin lantarki na ƙasa, farashin lantarki na graphite yana ƙaruwa da rauni.
A cikin kwata na uku, farashin lantarkin graphite a China ya kasance mai ƙarfi kuma mai rauni, kuma buƙatar da aka saba bayarwa a lokacin hutu, tare da ƙarfin ɓangaren wadata, rashin daidaito tsakanin wadata da buƙata ya haifar da raguwar farashin lantarkin graphite. Dangane da kayan aiki, farashin yana ci gaba da hauhawa, kuma a ƙarƙashin matsin lamba na farashi, farashin lantarkin graphite yana da ƙarfi. Duk da haka, wasu kamfanonin lantarkin graphite suna share rumbunan ajiya da sauri kuma suna dawo da kuɗi, wanda ya haifar da raguwar farashin lantarkin graphite a farkon da ƙarshen kwata na uku.
A cikin kwata na huɗu, saboda tasirin samar da kayayyaki a cikin gida da ƙuntata wutar lantarki, farashin kayan cikin gida ya ci gaba da hauhawa, tare da ƙarancin man coke na sulfur, hauhawar kwalta mai yawa, hauhawar farashin wutar lantarki, Inner Mongolia da sauran wuraren samar da graphite yana da tsauri kuma farashi mai yawa, farashin ya haɓaka farashin electrodes na graphite a China. Duk da haka, kodayake iyaka na samarwa da wutar lantarki sun shafi kamfanonin lantarki na graphite, amma ƙarfe na wutar lantarki na ƙasa ya fara da ƙarancin riba, amma kuma ya haifar da raguwar buƙata ta kasuwa, wadata da buƙata suna da rauni, koma bayan farashin ya fi girma. Babu buƙata, kawai farashin da ake kashewa, kuma hauhawar farashi ba su da tallafi mai dorewa, don haka koma-baya na farashi na ɗan gajeren lokaci ya zama wani abu na al'ada lokaci-lokaci.
Gabaɗaya, girgizar kasuwar lantarki ta graphite ta China a shekarar 2021 tana da ƙarfi. A gefe guda, farashin kayan masarufi zai haɓaka hauhawar farashin lantarki ta graphite, kuma a gefe guda, farawa da ribar masana'antar ƙarfe ta murhu ta lantarki sun haifar da hauhawar farashin lantarki ta graphite. Haɓakawa da faɗuwar kasuwar lantarki ta graphite a shekarar 2021 ya ajiye tasirin wadata, yana nuna farashin kayan masarufi da buƙatar da ke ƙasa, yana bayyana canjin farashin lantarki ta graphite a duk tsawon shekara.
II. Binciken farashi da riba
Daga nazarin farashin wutar lantarki mai ƙarfin gaske, a cikin Jiangsu ultra high power graphite electrode 500, misali, ribar kwata na biyu na watan Mayu ta kai yuan 5229 / tan, mafi ƙanƙanta a watan Satumba na uku - yuan 1008 / tan, daga hangen nesa na kasuwar 2021, ribar wutar lantarki mai ƙarfin lantarki ta lantarki ta ci gaba da samun ci gaba mai kyau a mafi yawan lokuta, idan aka kwatanta da 2018-2020, masana'antar wutar lantarki ta graphite ta China ta shiga wani mataki mai kyau na ci gaba.
A cewar sakamakon kudi na Fangda Carbon a cikin kwata uku na farko na shekarar 2021, karuwar riba ta kai kashi 71.91% a kwata na farko, kashi 205.38% a kwata na biyu, da kuma kashi 83.85% a kwata na uku. Kwata na biyu na shekarar 2021 shi ma lokaci ne na karuwar riba cikin sauri.
Na uku, nazarin buƙatu
(1) Bangarorin ƙasashen waje
A shekarar 2021, ana sa ran jimillar fitar da graphite electrode daga kasar Sin zai kai tan 400,000, wanda ya karu da kashi 19.55% idan aka kwatanta da shekarar 2020, wanda ya zarce matakin 2020. Daga watan Janairu zuwa Nuwamba, bayanan fitar da kayayyaki sun kai tan 391,200. A shekarar 2021, galibin abubuwan da suka shafi annobar cikin gida ne suka shafe shi, kuma dukkan ayyukan ana gudanar da su ne cikin tsari, wanda hakan ke kara yawan fitar da kayayyaki.
A shekarar 2021, jimillar fitowar lantarki ta graphite a kasar Sin ta yi karfi, tun bayan barkewar kasuwar tattalin arzikin duniya, idan aka kwatanta da kasuwar 2021 da 2019, ta nuna bambanci sosai, fitar da lantarki ta graphite ta kasar Sin ta shekarar 2019, galibin fitar da lantarki ta graphite daga kasar Sin ya fi yawa tsakanin watan Maris-Satumba, Maris-Yuli, fitar da lantarki ta graphite daga kasar Sin ya karu, fitar da kayayyaki ta Maris-Satumba ta mamaye kashi 66.84% na fitar da kayayyaki ta shekara-shekara, kuma a shekarar 2021, fitar da kayayyaki ta tsaya cak kuma ta yi rauni, a watan Maris da Nuwamba, baya ga karuwar saurin ci gaba, jimillar fitar da kayayyaki ta kowace kwata ta yi daidai da juna.
(2) Bukatar cikin gida
An fitar da cibiyoyi masu dacewa: a shekarar 2021, yawan danyen karfe da China ke fitarwa ya kai tan biliyan 1.040, wanda ya ragu da kashi 2.3% idan aka kwatanta da shekarar da ta gabata, bukatar lantarki ta graphite ta China ta kai tan 607,400, kuma a shekarar 2021, ana sa ran fitar da lantarki ta graphite ta China zai wuce tan miliyan 1.2.
Daga buƙatun cikin gida da na ƙasashen waje na yanzu, na'urorin lantarki na graphite na China suna cikin yanayi mai ƙarfi. Hakanan a kaikaice ya sa farashin lantarki na graphite na cikin gida yana da wuya ya koma zamanin babban riba.
Ra'ayin kasuwar lantarki ta graphite ta cikin gida a shekarar 2022
Samarwa: A tsakanin Janairu zuwa Fabrairu, manyan kamfanonin lantarki na graphite suna ci gaba da kasancewa cikin yanayin samarwa na yau da kullun, amma yayin da kula da muhalli na yanayin hunturu ke gabatowa, zuwa Janairu, Inner Mongolia, Shanxi, Hebei, Henan, Shandong, Liaoning da sauran wurare za su fuskanci kula da samarwa, kasuwa za ta fara raguwa kuma ta ci gaba da kasancewa ƙasa, bayan Maris, kasuwar lantarki ta graphite ta yi ƙasa.
Kayayyaki, a kwata na huɗu na 2021, buƙatar kasuwa ba ta da yawa, buƙatar kasuwar waje ta sake bulla, ajiyar kaya ta Sabuwar Shekara ba ta da ƙarfi, tarin kaya na kamfani na lantarki mai siffar graphite, kodayake wasu kamfanoni suna hanzarta rage tallace-tallace na jari, amma farfaɗowar buƙatun da ke ƙasa ba a bayyane take ba, kuma suna hanzarta gasa mai ban tsoro a kasuwa, kaya ba su da yawa, amma tunanin ya fi bayyana.
Dangane da buƙata, kasuwar lantarki ta graphite ta China galibi tana nuna kanta a kasuwar ƙarfe, kasuwar fitarwa da kasuwar ƙarfe da silicon. Kasuwar ƙarfe da ƙarfe: daga watan Janairu zuwa Fabrairu, kasuwar ƙarfe ta fara ƙasa, babbar na'urar lantarki ta graphite ta ƙarfe tana da kayan ajiya na farko, an fara aikin samar da ƙarfe ta hanyar wutar lantarki ko gabaɗaya, a cikin ɗan gajeren lokaci, buƙatar siyan injinan ƙarfe ba ta da ƙarfi, a cikin ɗan gajeren lokaci, buƙatar da ke ƙasa ba ta da tasiri sosai ga kasuwar lantarki ta graphite. Kasuwar silicon: Masana'antar silicon ba ta wuce lokacin bushewa ba. A cikin ɗan gajeren lokaci, masana'antar silicon ta ƙarfe ta ci gaba da farawa da rauni kafin shekara, kuma buƙatar lantarki ta graphite ta ci gaba da zama mai ƙarfi da rauni kafin shekara.
Dangane da fitar da kaya daga ƙasashen waje, jigilar kaya zuwa ƙasashen waje har yanzu tana da yawa, kuma ana sa ran fahimtar ƙwararru za ta ci gaba da aiki mai yawa na tsawon lokaci, wanda zai iya raguwa a shekarar 2022. Bugu da ƙari, cunkoson jiragen ruwa a duniya ya kasance a kusa da shekarar 2021. A Turai da Gabashin Asiya, misali, matsakaicin jinkiri na kwanaki 18, fiye da kashi 20% fiye da da, wanda ya haifar da hauhawar farashin jigilar kaya. Tarayyar Turai ta gudanar da bincike kan amfani da na'urorin lantarki na graphite na ƙasar Sin. Zuwa China
Lokacin Saƙo: Janairu-10-2022