Bayan ranar kasa, farashin wasu oda a kasuwar graphite zai karu da kusan yuan 1,000-1,500 daga lokacin da ya gabata. A halin yanzu, har yanzu akwai jira-da-ganin yanayi a cikin sayan graphite electrode a cikin ƙasa na karfe masana'antu, kuma har yanzu ma'amaloli na kasuwa suna da rauni. Duk da haka, saboda tsananin wadatar da kasuwar graphite lantarki da kuma tsadar kayayyaki, kamfanonin graphite electrode suna zage-zage akan farashin graphite lantarki a ƙarƙashin ƙin sayar da shi, kuma farashin kasuwa yana canzawa cikin sauri. Abubuwan da ke tasiri na musamman sune kamar haka:
1. Karkashin tasirin hana wutar lantarki, ana sa ran wadatar da wutar lantarki ta graphite zata ragu
A gefe guda, bayan kimanin watanni 2 ana amfani da shi, ƙididdigar kasuwar graphite electrode ya ragu, kuma wasu kamfanonin lantarki na graphite sun nuna cewa kamfanin ba shi da wani kaya;
A daya hannun kuma, a karkashin tasirin karancin wutar lantarki da ya fara a tsakiyar watan Satumba, larduna daban-daban sun yi nasarar bayar da rahoton takaita wutar lantarki, kuma takunkumin ya karu a hankali. Samar da kasuwar lantarki na graphite yana da iyaka kuma ana rage wadatar.
Har zuwa yanzu, iyakar wutar lantarki a yawancin yankuna yana maida hankali ne akan 20% -50%. A Mongoliya ta ciki, Liaoning, Shandong, Anhui, da Henan, tasirin ƙuntatawar wutar lantarki ya fi tsanani, kusan kusan kashi 50%. Daga cikin su, wasu masana'antu a Mongoliya ta ciki da Henan suna da matukar ƙuntatawa. Tasirin wutar lantarki zai iya kaiwa 70% -80%, kuma kamfanoni guda ɗaya suna da rufewa.
Bisa kididdigar da aka samu kan samar da kamfanonin lantarki 48 na al'ada a kasar, bisa la'akari da lissafin samar da na'urorin lantarki a watan Satumba, kuma an ƙididdige ma'auni bisa ga ma'auni na iyakacin wutar lantarki a kasuwar graphite electrode kafin lokacin "Na sha ɗaya" , ana sa ran fitar da kasuwar graphite electrode kowane wata zai ragu da ton 15,400 gaba daya; Bayan lokacin “goma sha ɗaya”, ana sa ran kasuwar lantarki na graphite za ta rage yawan fitarwa na wata-wata da tan 20,500. Ana iya ganin cewa iyakar wutar lantarki na kasuwar lantarki na graphite ya ƙarfafa bayan hutu.
Bugu da kari, an fahimci cewa wasu kamfanoni a Hebei, Henan da sauran yankuna sun sami sanarwar kaka da kaka na kare muhalli, kuma wasu kamfanonin lantarki na graphite ba za su iya fara gini ba saboda yanayin hunturu. Za a ƙara haɓaka iyawa da ƙuntatawa na kasuwar lantarki na graphite.
2. Farashin graphite lantarki kasuwar ya ci gaba da karuwa
Farashin albarkatun kasa na sama don na'urorin lantarki na graphite suna ci gaba da hauhawa
Bayan bikin ranar kasa, farashin coke mai ƙarancin sulfur, coal tar da coke ɗin allura, waɗanda su ne albarkatun lantarki na graphite, sun tashi a duk faɗin hukumar. Sakamakon hauhawar farashin kwal na kwal da ɗigon mai, coke ɗin allura da aka shigo da shi da kuma coke na gida ana sa ran za su ci gaba da ƙaruwa sosai. Ci gaba da matsawa a matsayi mai girma.
An ƙididdige shi dangane da farashin albarkatun ƙasa na yanzu, bisa ka'ida, cikakken farashin samar da lantarki na graphite ya kai yuan 19,000/ton. Wasu kamfanonin lantarki na graphite sun bayyana cewa samar da su ya yi asara.
Karkashin tasirin rage wutar lantarki, farashin aiwatar da kasuwar lantarki mai graphite ya karu
A gefe guda kuma, a ƙarƙashin tasirin rage wutar lantarki, tsarin graphitization na kamfanonin lantarki na graphite ya fi ƙanƙanta sosai, musamman a yankunan da ke da ƙarancin farashin wutar lantarki kamar Inner Mongoliya da Shanxi; a daya hannun, korau electrode graphitization riba ana samun goyan bayan babban riba don kwace albarkatun kasuwa. , Wasu graphite lantarki graphitization kamfanoni canza zuwa korau electrode graphitization. Babban matsayi na abubuwa biyu ya haifar da ƙarancin albarkatun graphitization na yanzu a cikin kasuwar lantarki na graphite da hauhawar farashin graphitization. A halin yanzu, farashin graphitization na wasu na'urorin lantarki ya tashi zuwa yuan / ton 4700-4800, wasu kuma sun kai yuan 5000 / ton.
Bugu da kari, kamfanoni a wasu yankuna sun sami sanarwar hana samarwa a lokacin lokacin dumama. Baya ga graphitization, gasasshen da sauran hanyoyin kuma ana iyakance su. Ana sa ran cewa farashin wasu kamfanonin lantarki na graphite waɗanda ba su da cikakkun tsarin tafiyarwa zai ƙaru.
3. Bukatar kasuwa don wayoyin lantarki na graphite yana da kwanciyar hankali kuma yana inganta
Graphite lantarki injin niƙan ƙarfe na ƙasa kawai suna buƙatar mamaye
Kwanan nan, masana'antun sarrafa ƙarfe na graphite electrodes sun fi mayar da hankali kan rage ƙarfin wutar lantarki na kasuwar graphite, amma har yanzu masana'antun suna da ƙarancin samarwa da ƙarfin wutar lantarki, kuma masana'antun karafa suna aiki, kuma har yanzu akwai jira. -da-duba ra'ayi akan siyan na'urorin lantarki na graphite.
Game da karfen tanderun lantarki, wasu yankuna sun gyara "girman daya dace da duka" tauye wutar lantarki ko "nau'in motsi" rage carbon. A halin yanzu, wasu masana'antun karafa na tanderun lantarki sun dawo samarwa ko kuma suna iya samar da kololuwa. Yawan aiki na masana'antun ƙarfe na wutar lantarki ya sake dawowa kadan, wanda ke da kyau ga tsire-tsire na wutar lantarki. Bukatar lantarki na graphite.
Ana sa ran fitar da kasuwar graphite lantarki zai karu
Bayan bikin ranar kasa, a cewar wasu kamfanonin lantarki na graphite, kasuwannin fitar da kayayyaki gaba daya sun tsaya tsayin daka, kuma binciken da ake yi na fitar da kayayyaki ya karu, amma hakikanin ciniki bai karu sosai ba, kuma bukatuwar na'urorin lantarki na graphite yana da inganci.
Duk da haka, an ba da rahoton cewa yawan jigilar kayayyaki na jiragen ruwa na graphite electrode ya ragu a kwanan nan, kuma ana iya jigilar wasu daga cikin koma baya na hannun jari a tashar jiragen ruwa. Sakamakon karuwar dakon kaya a cikin teku a bana, wasu kamfanonin lantarki na graphite sun bayyana cewa farashin kaya ya kai kusan kashi 20% na kudin da ake fitar da na'urorin lantarki na graphite, lamarin da ya kai ga wasu kamfanonin na'urorin lantarki na graphite suna canza sheka zuwa tallace-tallace na cikin gida ko jigilar kayayyaki zuwa kasashe makwabta. Sabili da haka, raguwar farashin jigilar kayayyaki na teku yana da kyau ga kamfanonin lantarki na graphite don haɓaka fitar da kaya.
Bugu da kari, an aiwatar da hukuncin karshe na hana zubar da jini na kungiyar Eurasian, kuma za a fara aiwatar da ayyukan hana zubar da ruwa a kan na'urorin lantarki na kasar Sin daga ranar 1 ga Janairu, 2022. Don haka, kamfanonin kasashen waje na iya samun wasu hannun jari a cikin kwata na hudu, da kuma na'urar lantarki ta graphite. fitarwa na iya karuwa.
Ra'ayin Kasuwa: Tasirin rage wutar lantarki zai fadada sannu a hankali, kuma za'a dora nauyin kare muhalli da bazara da lokacin sanyi da kuma hana samar da muhalli da kuma bukatun muhalli na wasannin Olympics na lokacin hunturu. Ƙididdiga na samar da lantarki na graphite na iya ci gaba har zuwa Maris 2022. Ana sa ran wadatar da wutar lantarki ta graphite za ta ci gaba da raguwa, kuma farashin na'urorin lantarki na graphite zai ci gaba. Haɓaka tsammanin.
Lokacin aikawa: Oktoba-14-2021