A wannan makon, kasuwar danyen man fetur ta yi sauyin yanayi, farashin danyen mai na sulfur ya nuna koma baya, farashin da ake sayar da shi ya kai yuan/ton 6050-6700, farashin mai na kasa da kasa ya fadi kasa, kasuwar wath-da-ganin yanayi ya karu, abin ya shafa. ta hanyar annoba, wasu masana'antu dabaru da matsalolin sufuri, jigilar kaya ba ta da kyau, dole ne a rage farashin ajiya; Farashin coke na allura ya tsaya tsayin daka, farashin kwalta na kwal ya ci gaba da hauhawa, farashin kamfanonin auna kwal ya yi tsanani, kuma ba a fara wani sabon aiki ba a halin yanzu. An rage farashin slurry mai ƙarancin sulfur, kuma an sassauta matsin farashin da kamfanonin da ke da alaƙa da mai. Ƙananan farashin coke na sulfur na ci gaba da faɗuwa yana shafar tunanin sayayya na kamfanoni mara kyau, a kaikaice yana ƙara wahalar farashin coke na allura don turawa sama, kasuwar coke na allura don riƙe yanayin jira da gani.
Kasuwancin kayan lantarki mara kyau ya tsaya tsayin daka, buƙatun kamfanonin batir na ƙasa ba su da yawa, kuma niyyar share ajiya tana da ƙarfi. A halin yanzu, mafi yawansu kawai suna buƙatar siye, adanawa a hankali, kuma farashin yana da ƙarfi. Superposition albarkatun kasa karshen low sulfur coke farashin fadi, kasuwa "saya up kar ka saya down" tunanin shagaltar da rinjaye matsayi, downstream procureing slowed saukar, da ainihin ma'amala ne mafi taka tsantsan.
A wannan makon, farashin kayan graphite anode na wucin gadi ya faɗi, farashin samfuran tsakiyar ya faɗi yuan / ton 2750, farashin kasuwa na yanzu shine yuan 50500 / ton. Farashin albarkatun kasa yana ci gaba da faɗuwa, kuma kuɗin sarrafa graphitization shima ya ƙi, wanda ba zai iya ba da tallafin farashi don kayan anode graphite na wucin gadi. Duk da cewa a karshen shekara ne, kamfanonin da ba su da wutar lantarki ba su haɓaka ƙima ba kamar yadda aka yi a shekarun baya, musamman saboda wasu kamfanoni sun tara kayayyaki da yawa a farkon matakin, kuma adadin kayan yana da kyau. A halin yanzu, tunanin zuwa rumbun adana kayayyaki ya mamaye, kuma ana yin hattara. Saboda fadada ƙarfin kayan anode a farkon matakin, za a sami ƙaddamar da ƙaddamarwa a shekara mai zuwa. Kusan karshen shekara, kasuwannin da ba su da kyau sun fara fafatawa don neman umarni na dogon lokaci na shekara mai zuwa, kuma wasu kamfanoni sun zabi yin takara a kan odar a farashi mai rahusa don tabbatar da ribar shekara mai zuwa.
Kasuwar zane-zane
Farashi sun shiga mataki na ƙasa
Dangane da bayanan, tun daga kwata na uku, saboda sakin ƙarfin samarwa, farashin graphitization ya shiga matakin ƙasa. A halin yanzu, matsakaicin farashin graphitization mara kyau shine yuan 19,000 / ton, wanda ya ragu da kashi 32% akan farashin a farkon rabin farkon bana.
Zane-zane mara kyau shine maɓalli mai mahimmanci wajen sarrafa graphite na wucin gadi, kuma ingantaccen ƙarfinsa yana rinjayar ainihin samar da graphite na wucin gadi. Kasancewar graphitization shine hanyar haɗin kai don yawan amfani da makamashi, ana rarraba ƙarfin samar da mafi yawa a cikin Mongoliya ta ciki, Sichuan da sauran wuraren da farashin wutar lantarki ke da arha. A cikin 2021, saboda tsarin kulawa na dual na ƙasa da manufofin iyakance wutar lantarki, ikon mallakar gidaje na babban yanki na samar da zane kamar Mongoliya na ciki zai lalace, kuma yawan haɓakar wadata ya yi ƙasa da na buƙatun ƙasa. Kai ga graphitization wadata mai tsanani rata, graphitization aiki halin kaka tashi.
Dangane da binciken, farashin graphitization ya ci gaba da komawa baya tun cikin kwata na uku, galibi saboda graphitization ya shiga lokacin ƙaddamar da ƙarfin samarwa tun daga rabin na biyu na 2022, kuma ratar samar da graphitization a hankali ya ragu.
Ana sa ran ƙarfin zane da aka tsara zai kai tan miliyan 1.46 a cikin 2022 da tan miliyan 2.31 a cikin 2023.
An tsara ƙarfin shekara-shekara na manyan wuraren samar da graphitization daga 2022 zuwa 2023 kamar haka:
Mongoliya ta ciki: Za a sanya sabon ƙarfin aiki a cikin 2022. Ana sa ran ƙarfin zane mai inganci zai zama ton 450,000 a cikin 2022 da ton 700,000 a cikin 2023.
Sichuan: Za a samar da sabon iya aiki a cikin 2022-2023. Ana sa ran ingantaccen ƙarfin zane zai zama ton 140,000 a cikin 2022 da ton 330,000 a cikin 2023.
Guizhou: Za a sanya sabon ƙarfin a cikin samarwa yayin 2022-2023. Ana sa ran ingantaccen ƙarfin zane zai zama ton 180,000 a cikin 2022 da ton 280,000 a cikin 2023.
Bisa kididdigar da aka yi na aikin a halin yanzu, karuwar karfin wutar lantarki a nan gaba shi ne hadewar zane-zane na wucin gadi, wanda akasari ya fi mayar da hankali a Sichuan, Yunnan, Mongoliya ta ciki da sauran wurare.
Ana sa ran cewa graphitization ya shiga lokacin ikon samarwa a cikin 2022-2023. Ana sa ran cewa samar da graphite na wucin gadi ba za a iyakance shi ba a nan gaba, kuma farashin zai ci gaba da komawa zuwa daidai.
Lokacin aikawa: Dec-05-2022