1. Bayani kan kasuwar allurar coke a China
Tun daga watan Afrilu, farashin kasuwa na allurar coke a China ya karu da yuan 500-1000. Dangane da kayan jigilar anode, manyan kamfanoni suna da isasshen oda, kuma samarwa da sayar da sabbin motocin makamashi sun karu, wanda hakan ya sa samarwa da tallace-tallace suka bunkasa. Saboda haka, allurar coke har yanzu wuri ne mai zafi a sayayya a kasuwa, kuma aikin kasuwar coke da aka dafa bai kai matsayin matsakaici ba, amma ana sa ran fara kasuwancin zai karu a watan Mayu, lokacin da jigilar coke da aka dafa zai inganta. Ya zuwa ranar 24 ga Afrilu, farashin kasuwar allurar coke a China shine yuan 11,000-14,000/tan na coke da aka dafa; kore coke shine yuan 9,000-11,000/tan, kuma babban farashin ciniki na allurar mai da aka shigo da shi daga waje shine USD 1,200-1,500/tan; Coke shine USD 2200-2400/tan; Farashin da ake samu daga allurar coke na kwal da aka shigo da shi daga ƙasashen waje shine dala 1600-1700 a kowace tan.
2. Kasuwar ƙasa ta fara ƙaruwa, kuma buƙatar coke na allura yana da kyau. Dangane da graphite, kasuwar ƙarfe ta murhu ta lantarki ta fara ƙasa da yadda aka zata. A ƙarshen watan Afrilu, yawan aiki na kasuwar ƙarfe ta murhu ta lantarki ya kai kusan kashi 72%. A ƙarƙashin tasirin yanayin annobar da ta faru kwanan nan, wasu yankuna ba su da kulawa sosai, kuma samarwa da buƙatar ƙarfe na ƙasa na masana'antar ƙarfe har yanzu suna da iyaka, kuma ba a fara aikin injinan ƙarfe ba. Musamman ma, wasu masana'antar ƙarfe ta murhu ta lantarki, ƙarƙashin tasirin ƙarancin buƙatar ƙarfe ta ƙarshe, wasu masana'antar ƙarfe ta murhu ta lantarki suna sarrafa samar da su daban-daban, kuma yawan amfani da na'urorin lantarki na graphite ya ragu. Masana'antar ƙarfe galibi suna siyan kayayyaki ne bisa buƙata. Aikin kasuwa na electrode na graphite matsakaici ne, kuma jigilar coke na coke da aka dafa ba ta da yawa. Dangane da kayan anode, ana sa ran ginin a watan Afrilu zai kasance kusan kashi 78%, wanda ya ɗan fi na Maris. Tun daga farkon 2022, kayan anode sun wuce electrode na graphite don zama babban hanyar kwararar coke na allura a China. Tare da faɗaɗa kasuwar, buƙatar kayan anode don kasuwar kayan masarufi yana ƙaruwa kowace rana, kuma odar allurar coke ya isa, kuma wasu masana'antun suna cikin ƙarancin wadata. Bugu da ƙari, farashin man petroleum coke na kayayyakin da suka shafi ya tashi sosai kwanan nan, kuma farashin wasu kayayyaki ya yi kusa da na allurar coke. Idan aka ɗauki Fushun Daqing petroleum coke a matsayin misali, nan da ranar 24 ga Afrilu, farashin tsohon masana'antar kasuwa ya ƙaru da yuan 1100/ton idan aka kwatanta da farkon watan, tare da kewayon 17%. Domin rage farashi ko ƙara yawan siyan allurar coke, wasu kamfanonin kayan anode sun ƙara buƙatar kore coke.
3. Farashin kayan amfanin gona yana da yawa, kuma farashin allurar coke yana da yawa.
Farashin danyen mai na duniya ya shafi yakin Rasha da Ukraine da kuma abubuwan da suka faru a bainar jama'a, kuma farashin ya yi tashin gwauron zabi, kuma farashin slurry ya tashi daidai da haka. Ya zuwa ranar 24 ga Afrilu, matsakaicin farashin kasuwa ya kasance yuan 5,083/ton, wanda ya karu da kashi 10.92% daga farkon Afrilu. Dangane da kwal, an kara sabon farashin kasuwar kwal, wanda ya goyi bayan farashin kwal. Ya zuwa ranar 24 ga Afrilu, matsakaicin farashin kasuwa ya kasance yuan 5,965/ton, wanda ya karu da kashi 4.03% daga farkon watan. Farashin mai da kwal suna da tsada sosai, kuma farashin needle coke yana da tsada sosai a kasuwa.
4. Hasashen hasashen kasuwa
Samarwa: Ana sa ran samar da kasuwar allurar coke zai ci gaba da ƙaruwa a watan Mayu. A gefe guda, kamfanonin samar da allurar coke na mai sun fara aiki yadda ya kamata, kuma babu wani shiri na gyara a yanzu. A gefe guda kuma, wasu kamfanonin kula da allurar coke na kwal sun fara samarwa. A halin yanzu, an saka sabbin kayan aiki a samarwa kuma an samar da coke, kuma wadatar kasuwa ta karu. Gabaɗaya, yawan aiki na kasuwar allurar coke a watan Mayu ya kasance kashi 45%-50%. Farashi: A watan Mayu, farashin allurar coke har yanzu yana ƙarƙashin hauhawar farashi, tare da hauhawar farashin yuan 500. Manyan abubuwan da suka fi dacewa sune: a gefe guda, farashin kayan masarufi yana gudana a babban mataki, kuma farashin allurar coke yana da yawa; A gefe guda kuma, gina kayan anode na ƙasa da electrodes na graphite yana ƙaruwa kowace rana, umarni ba sa raguwa, kuma cinikin kasuwar kore coke yana aiki. A lokaci guda kuma, farashin man fetur na kayayyakin da suka shafi hakan ya tashi sosai, kuma wasu kamfanonin da ke cikin mawuyacin hali na iya ƙara siyan allurar coke, kuma ɓangaren buƙata yana ci gaba da samun karbuwa. A taƙaice, an kiyasta cewa farashin coke da aka dafa a kasuwar allurar coke ta China zai kasance yuan 11,000-14,500 a kowace tan. Coke da ba a sarrafa ba shine yuan 9500-12000 a kowace tan. (Tushe: Baichuan Information)
Lokacin Saƙo: Afrilu-25-2022