A wannan makon, kasuwar kayan masarufi ta yi sauyi, farashin coke mai ƙarancin sulfur ya nuna raguwar yanayin, farashin yanzu shine yuan 6050-6700/ton, farashin mai na duniya ya yi sauyi, yanayin kasuwa ya ƙaru, annobar ta shafi wasu kamfanoni, wasu kamfanoni na jigilar kayayyaki da sufuri ba su da matsala, dole ne a rage farashin ajiya; Farashin coke mai allura ya tsaya cak na ɗan lokaci, farashin kwalta na kwal ya ci gaba da hauhawa, farashin kamfanonin auna kwal ya yi mummunan koma baya, kuma ba a fara wani sabon aiki ba a yanzu. An rage farashin slurry mai ƙarancin sulfur, kuma matsin farashin kamfanonin da ke da alaƙa da mai ya ragu. Ƙananan farashin coke mai sulfur yana ci gaba da raguwa yana shafar tunanin siyan kamfanoni marasa kyau, yana ƙara wahalar farashin coke mai allura don matsawa sama, kasuwar coke mai allura don riƙe yanayi na jira da gani.
Kasuwar kayan lantarki mara kyau ta tabbata, buƙatar kamfanonin batir na ƙasa ba ta da yawa, kuma manufar share ajiya tana da ƙarfi. A halin yanzu, yawancinsu kawai suna buƙatar siye, su tara kaya a hankali, kuma farashin yana da ƙarfi. Matsakaicin kayan albarkatun ƙasa na ƙarshen ƙarancin farashin coke na sulfur ya faɗi, ra'ayin kasuwa na "saya sama kada ku saya ƙasa" ya mamaye matsayi mai rinjaye, sayayya ta ƙasa ta ragu, ainihin ciniki ya fi taka tsantsan.
A wannan makon, farashin kayan anode na graphite na wucin gadi ya faɗi, farashin matsakaicin samfurin ya faɗi yuan 2750/ton, farashin kasuwa na yanzu shine yuan 50500/ton. Farashin kayan masarufi yana ci gaba da faɗuwa, kuma kuɗin sarrafa graphitization shi ma ya ragu, wanda ba zai iya samar da tallafin farashi ga kayan anode na graphite na wucin gadi ba. Duk da cewa ƙarshen shekara ne, kamfanonin lantarki masu rauni ba su ƙara yawan kaya kamar shekarun da suka gabata ba, galibi saboda wasu kamfanoni sun tara ƙarin kaya a matakin farko, kuma adadin kaya yana da kyau. A halin yanzu, tunanin zuwa wurin ajiya ya fi rinjaye, kuma tarin yana da taka tsantsan. Saboda faɗaɗa ƙarfin kayan anode a matakin farko, za a sami fitarwa mai yawa a shekara mai zuwa. Kusan ƙarshen shekara, kasuwar mara kyau ta fara fafatawa don yin oda na dogon lokaci na shekara mai zuwa, kuma wasu kamfanoni sun zaɓi yin gasa don yin oda a ƙananan farashi don tabbatar da ribar shekara mai zuwa.
Kasuwar zane-zane
Farashi ya shiga wani mataki na raguwa
A cewar bayanai, tun daga kwata na uku, saboda fitowar ƙarfin samarwa, farashin graphitization ya shiga wani mataki na ƙasa. A halin yanzu, matsakaicin farashin graphitization mara kyau shine yuan 19,000 a kowace tan, wanda ya yi ƙasa da kashi 32% idan aka kwatanta da farashin da aka samu a rabin farko na wannan shekarar.
Grafitiza mai kyau muhimmin tsari ne a fannin sarrafa graphite na wucin gadi, kuma ingancin samar da shi yana shafar ainihin samar da graphite na wucin gadi. Ganin cewa graphitization yana da alaƙa da yawan amfani da makamashi, yawancin ƙarfin samarwa ana rarraba shi ne a cikin Inner Mongolia, Sichuan da sauran wurare inda farashin wutar lantarki yake da arha. A cikin 2021, saboda manufofin iko da iyakance wutar lantarki na ƙasa, ƙarfin gidaje na babban yankin samar da graphitization kamar Inner Mongolia zai lalace, kuma ƙimar haɓakar wadata ta yi ƙasa da na buƙatar ƙasa. Yana haifar da gibin samar da graphitization mai tsanani, farashin sarrafa graphitization yana ƙaruwa.
A cewar binciken, farashin graphitization ya ci gaba da raguwa tun daga kwata na uku, galibi saboda graphitization ya shiga lokacin da aka fitar da ƙarfin samar da kayayyaki tun daga rabin na biyu na 2022, kuma gibin samar da graphitization ya ragu a hankali.
Ana sa ran cewa karfin graphitization da aka tsara zai kai tan miliyan 1.46 a shekarar 2022 da kuma tan miliyan 2.31 a shekarar 2023.
An tsara yadda manyan wuraren samar da graphitization za su iya samar da wutar lantarki a kowace shekara daga 2022 zuwa 2023 kamar haka:
Inner Mongolia: Za a samar da sabon karfin aiki a shekarar 2022. Ana sa ran karfin graphitization mai inganci zai kai tan 450,000 a shekarar 2022 da kuma tan 700,000 a shekarar 2023.
Sichuan: Za a fara samar da sabon injin samar da wutar lantarki a shekarar 2022-2023. Ana sa ran ingancin injin samar da wutar lantarki zai kai tan 140,000 a shekarar 2022 da kuma tan 330,000 a shekarar 2023.
Guizhou: Za a fara samar da sabon injin a tsakanin shekarar 2022 zuwa 2023. Ana sa ran ingancin injinan graphitization zai kai tan 180,000 a shekarar 2022 da kuma tan 280,000 a shekarar 2023.
Daga kididdigar aikin a halin yanzu, karuwar karfin lantarki mara kyau a nan gaba galibi shine hadewar graphite ta wucin gadi, wacce aka fi mayar da hankali a Sichuan, Yunnan, Inner Mongolia da sauran wurare.
Ana sa ran cewa graphitization ya shiga lokacin fitar da ƙarfin samarwa a tsakanin 2022-2023. Ana sa ran cewa ba za a takaita samar da graphite na wucin gadi a nan gaba ba, kuma farashin zai ci gaba da komawa daidai.
Lokacin Saƙo: Disamba-05-2022