A cikin 2022, gabaɗayan aikin kasuwar lantarki na graphite zai zama matsakaici, tare da samar da ƙarancin kaya da yanayin ƙasa a cikin buƙatun ƙasa, kuma ƙarancin wadata da buƙata za su zama babban abin al'ajabi.
A cikin 2022, farashin lantarki na graphite zai tashi da farko sannan kuma ya faɗi. Matsakaicin farashin HP500 shine yuan 22851, matsakaicin farashin RP500 shine yuan 20925, matsakaicin farashin UHP600 shine 26295 yuan/ton, da matsakaicin farashin UHP700 31053 yuan/ton. Na'urorin lantarki na graphite sun nuna haɓakar yanayin daga Maris zuwa Mayu a duk shekara, galibi saboda koma bayan kasuwancin ƙasa a cikin bazara, sayan albarkatun ƙasa na waje don safa, da kyakkyawan yanayi na shiga kasuwa ƙarƙashin goyan bayan tunanin saye. A gefe guda, farashin coke coke da ƙananan sulfur man fetur, albarkatun kasa, suna ci gaba da tashi, wanda ke da goyon baya na kasa don farashin graphite electrodes. Duk da haka, tun daga watan Yuni, na'urorin lantarki na graphite sun shiga tashar ƙasa, kuma rashin ƙarfi da wadata da halin da ake ciki ya zama babban yanayin a cikin rabin na biyu na shekara. Ba a yi amfani da injinan ƙarfe na ƙasa ba, samar da lantarki na graphite yana cikin asara, kuma yawancin kamfanoni sun rufe. A watan Nuwamba, kasuwar graphite electrode ta sake faɗowa kaɗan, galibi saboda haɓakar buƙatun na'urorin lantarki masu graphite waɗanda ke haifar da koma baya a cikin injinan ƙarfe. Masu masana'anta sun yi amfani da damar don haɓaka farashin kasuwa, amma haɓakar buƙatun tashoshi yana da iyaka, kuma juriya na tura na'urorin lantarki na graphite yana da girma.
A shekarar 2022, yawan ribar da ake samu na samar da lantarki mai karfin gaske za ta kai yuan/ton 181, raguwar kashi 68% daga yuan/ton 598 a bara. Daga cikin su, tun daga watan Yuli, ribar da ake samu na samar da lantarki mai ƙarfi graphite ya fara rataya a baya, har ma ya yi asarar tan ɗaya zuwa yuan 2,009 a watan Agusta. Ƙarƙashin yanayin rashin riba, yawancin masana'antun lantarki na graphite sun rufe ko samar da crucibles da graphite cubes tun watan Yuli. Kamfanoni kaɗan ne kawai ke dagewa akan samar da ƙarancin kaya.
A cikin 2022, matsakaicin matsakaicin aikin na'urorin lantarki na graphite na ƙasa shine kashi 42%, raguwar kowace shekara da maki 18 cikin ɗari, wanda kuma shine mafi ƙarancin aiki 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 shekarar 2020, sakamakon barkewar annobar duniya, hade da raguwar danyen mai da raguwar bukatuwar ruwa, da karkatar da ribar samar da kayayyaki, matsakaicin yawan aiki a bara ya kai kashi 46%. Karancin fara aiki a shekarar 2022 ya samo asali ne sakamakon yawaitar annoba, da koma bayan tattalin arzikin duniya, da koma bayan masana'antar karafa, wanda ke da wahala a tallafa wa kasuwar buƙatun na'urorin lantarki na graphite. Don haka, ana yin hukunci daga farkon farkon shekaru biyu, kasuwar lantarki ta graphite tana da matukar tasiri ta buƙatun masana'antar ƙarfe na ƙasa.
A cikin shekaru biyar masu zuwa, na'urorin lantarki na graphite za su ci gaba da girma. An kiyasta cewa nan da shekarar 2027, karfin samar da kayayyaki zai kai ton miliyan 2.15, tare da karuwar adadin kuzari na kashi 2.5%. Tare da fitar da albarkatun karafa na kasar Sin sannu a hankali, tanderun lantarki na da babban damar ci gaba a cikin shekaru biyar masu zuwa. Jihar ta karfafa yin amfani da tarkacen karfe da ƙera karafa na gajeren lokaci, kuma tana ƙarfafa kamfanoni don maye gurbin ƙarfin samar da wutar lantarki ba tare da ƙara sabon ƙarfin samarwa ba. Jimillar kayan aikin ƙarfe na tanderun lantarki kuma yana ƙaruwa kowace shekara. Karfe tanderun lantarki na kasar Sin ya kai kusan kashi 9%. Ra'ayin ra'ayoyin da ke jagorantar ci gaban wutar lantarki na wutar lantarki mai ɗorewa (daftarin aiki) "(2025), yawan fitarwa na wutar lantarki zai karu da batun 20%, kuma graphite electrodes har yanzu za su ƙara sarari.
Daga hangen nesa na 2023, masana'antar karafa na iya ci gaba da durkushewa, kuma kungiyoyin da suka dace sun fitar da bayanan da ke hasashen cewa bukatar karfe za ta dawo da kashi 1.0% a cikin 2023, kuma za a iyakance murmurewa gaba daya. Duk da cewa an sassauta manufofin rigakafin cutar da kuma shawo kan cutar, farfadowar tattalin arzikin zai ɗauki ɗan lokaci. Ana sa ran kasuwar lantarki mai graphite za ta murmure sannu a hankali a farkon rabin 2023, kuma har yanzu za a sami juriya ga hauhawar farashin. A cikin rabin na biyu na shekara, kasuwa na iya fara farfadowa. (Madogararsa: Bayanin Longzhong)
Lokacin aikawa: Janairu-06-2023