A shekarar 2022, jimillar aikin kasuwar lantarki ta graphite electrode zai yi matsakaici, tare da samar da kayan aiki masu ƙarancin nauyi da kuma raguwar buƙatun da ke ƙasa, kuma ƙarancin wadata da buƙata za su zama babban abin da ke faruwa.
A shekarar 2022, farashin na'urorin lantarki na graphite zai fara tashi sannan ya faɗi. Matsakaicin farashin HP500 shine yuan 22851 a kowace tan, matsakaicin farashin RP500 shine yuan 20925 a kowace tan, matsakaicin farashin UHP600 shine yuan 26295 a kowace tan, kuma matsakaicin farashin UHP700 shine yuan 31053 a kowace tan. Na'urorin lantarki na Graphite sun nuna karuwar yanayi daga Maris zuwa Mayu a duk tsawon shekara, galibi saboda koma bayan da kamfanonin da ke ƙasa suka samu a lokacin bazara, siyan kayan masarufi na waje don adana kaya, da kuma yanayi mai kyau na shiga kasuwa ƙarƙashin goyon bayan tunanin siye. A gefe guda kuma, farashin na'urorin lantarki na allura da na'urorin lantarki na ɗan ƙaramin sulfur, kayan masarufi, suna ci gaba da ƙaruwa, wanda ke da goyon baya a ƙasa ga farashin na'urorin lantarki na graphite. Duk da haka, tun daga watan Yuni, na'urorin lantarki na graphite sun shiga cikin mawuyacin hali, kuma yanayin wadata da buƙata ya zama babban yanayin a rabin na biyu na shekara. Masana'antun ƙarfe na ƙasa ba su da amfani sosai, samar da wutar lantarki ta graphite ya yi asara, kuma yawancin kamfanoni sun rufe. A watan Nuwamba, kasuwar wutar lantarki ta graphite ta ɗan farfado kaɗan, galibi saboda ci gaban da aka samu a buƙatar wutar lantarki ta graphite da aka samu sakamakon koma-baya a masana'antun ƙarfe. Masana'antun sun yi amfani da damar don ƙara farashin kasuwa, amma ƙaruwar buƙatar wutar lantarki ta ƙarewa ta yi ƙasa, kuma juriya ga tura wutar lantarki ta graphite ta yi yawa.
A shekarar 2022, jimillar ribar da aka samu daga samar da lantarki mai karfin graphite mai karfin gaske zai kai yuan 181/ton, raguwar kashi 68% daga yuan 598/ton a bara. Daga cikinsu, tun daga watan Yuli, ribar da aka samu daga samar da lantarki mai karfin graphite mai karfin gaske ta fara raguwa, har ma ta yi asarar tan daya zuwa yuan 2,009/ton a watan Agusta. A karkashin yanayin rashin riba, yawancin masana'antun lantarki mai karfin graphite sun rufe ko kuma sun samar da bututun graphite da cubes na graphite tun daga watan Yuli. Kamfanoni kalilan ne kawai ke dagewa kan samar da kayayyaki masu sauki.
A shekarar 2022, matsakaicin adadin wutar lantarki na graphite electrodes na ƙasa shine kashi 42%, raguwar maki 18% a shekara-shekara, wanda kuma shine mafi ƙarancin adadin wutar lantarki a cikin shekaru biyar da suka gabata. A cikin shekaru biyar da suka gabata, 2020 da 2022 ne kawai ke da ƙimar aiki ƙasa da kashi 50%. A cikin 2020, saboda barkewar annobar duniya, tare da raguwar ɗanyen mai, ƙarancin buƙatar wutar lantarki, da kuma ribar da aka samu daga samarwa, matsakaicin adadin wutar lantarki a bara shine kashi 46%. Ƙarancin fara aiki a shekarar 2022 ya faru ne saboda annobar da ta sake faruwa, matsin lamba da ke raguwa ga tattalin arzikin duniya, da kuma koma bayan masana'antar ƙarfe, wanda hakan ke sa ya zama da wahala a tallafa wa buƙatar kasuwar lantarki na graphite electrodes. Saboda haka, idan aka yi la'akari da ƙarancin farashin wutar lantarki na shekaru biyu, kasuwar lantarki ta graphite tana da matuƙar tasiri sakamakon buƙatar masana'antar ƙarfe ta ƙasa.
A cikin shekaru biyar masu zuwa, na'urorin lantarki na graphite za su ci gaba da samun ci gaba mai dorewa. An kiyasta cewa nan da shekarar 2027, karfin samar da wutar lantarki zai kai tan miliyan 2.15, tare da karuwar yawan amfani da karfe da kashi 2.5%. Tare da fitar da albarkatun karfe na kasar Sin a hankali, wutar lantarki tana da babban damar ci gaba a cikin shekaru biyar masu zuwa. Jihar tana karfafa amfani da tarkacen karfe da kuma yin karfe na gajeren lokaci, kuma tana karfafa kamfanoni su maye gurbin karfin samar da wutar lantarki ba tare da kara sabon karfin samarwa ba. Jimillar yawan samar da wutar lantarki ta hanyar yin karfe ta hanyar amfani da wutar lantarki yana karuwa kowace shekara. Karfe na tanderun lantarki na kasar Sin ya kai kusan kashi 9%. Ra'ayoyin Jagora kan Jagoranci Ci Gaban Tanderun Wutar Lantarki Tsarin Karfe na gajeren lokaci (Tsarin Sharhi)" ya ba da shawarar cewa nan da karshen "Tsarin Shekaru Biyar na 14" (2025), yawan samar da karfe tanderun lantarki zai karu zuwa kusan kashi 20%, kuma na'urorin lantarki na graphite za su ci gaba da kara sarari.
Daga mahangar shekarar 2023, masana'antar ƙarfe na iya ci gaba da raguwa, kuma ƙungiyoyi masu alaƙa sun fitar da bayanai da ke hasashen cewa buƙatar ƙarfe za ta farfaɗo da kashi 1.0% a shekarar 2023, kuma za a iyakance farfadowar gabaɗaya. Duk da cewa an sassauta manufofin rigakafin annoba da kula da ita a hankali, farfaɗowar tattalin arziki za ta ɗauki ɗan lokaci. Ana sa ran kasuwar lantarki ta graphite za ta farfaɗo a hankali a rabin farko na shekarar 2023, kuma har yanzu za a sami wasu juriya ga hauhawar farashi. A rabin na biyu na shekara, kasuwa na iya fara farfaɗowa. (Tushen bayani: Bayanin Longzhong)
Lokacin Saƙo: Janairu-06-2023