1. Bayanin kasuwar coke na allura a kasar Sin
Tun daga watan Afrilu, farashin coke na allura a kasuwa a kasar Sin ya karu da yuan 500-1000.Dangane da jigilar kayayyaki na anode, manyan kamfanoni suna da isassun oda, kuma samarwa da siyar da sabbin motocin makamashi sun karu, suna ci gaba da haɓaka samarwa da tallace-tallace.Don haka, coke na allura har yanzu wuri ne mai zafi a cikin sayayyar kasuwa, kuma aikin dafaffen kasuwar coke yana da matsakaici, amma ana sa ran fara kasuwa zai tashi a watan Mayu, lokacin da jigilar dafaffen kasuwar coke zai inganta.Ya zuwa Afrilu. 24th, farashin kewayon kasuwar coke na allura a China shine yuan 11,000-14,000 / ton na dafaffen coke;Green Coke yana da 9,000-11,000 yuan/ton, kuma babban farashin ciniki na coke ɗin allurar mai daga waje shine 1,200-1,500 USD/ton;Coke shine 2200-2400 USD/ton;Farashin ma'amala na yau da kullun na coke ɗin coal ɗin kwal da aka shigo dashi shine 1600-1700 USD/ton.
2. gangaren ƙasa ta fara hawa sama, kuma buƙatar coke ɗin allura yana da kyau.A cikin sharuddan graphite, kasuwar tanderun wutar lantarki ta ƙarshe ta fara ƙasa da yadda ake tsammani.Ya zuwa karshen watan Afrilu, yawan aiki na kasuwar karfen tanderun lantarki ya kusan kashi 72%.Karkashin tasirin annobar da aka yi a baya-bayan nan, an rufe wasu yankunan, kuma har yanzu ana takaita samar da karafa da ke neman karafa, sannan kuma ba a fara fara aikin karafa ba.Musamman ma, wasu injiniyoyin ƙarfe na tanderun lantarki, ƙarƙashin rinjayar ƙarancin ƙarancin ƙarfe na ƙarfe, wasu injinan ƙarfe na wutar lantarki suna sarrafa abubuwan da suke samarwa da kansu, kuma amfani da na'urorin lantarki na graphite ya ragu.Kamfanonin ƙarfe sun fi siyan kayayyaki bisa buƙata.A kasuwa yi na graphite lantarki ne matsakaita, da kuma daukacin jigilar allura coke dafa coke ne flat. Amma ga anode kayan, da yi a watan Afrilu da ake sa ran ya zama a kusa da 78%, wanda ya dan kadan sama da cewa a watan Maris.Tun farkon 2022, kayan anode sun zarce na'urorin lantarki na graphite don zama babban jagorar kwararar coke na allura a China.Tare da fadada sikelin kasuwa, buƙatun kayan anode na kasuwar albarkatun ƙasa na karuwa kowace rana, kuma odar coke ɗin allura sun wadatar, kuma wasu masana'antun suna ƙarancin wadata.Bugu da kari, farashin coke na man fetur na kayayyakin da ke da alaka ya karu sosai a baya-bayan nan, kuma farashin wasu kayayyakin yana kusa da na coke na allura.Daukar Fushun Daqing man coke a matsayin misali, ya zuwa ranar 24 ga watan Afrilu, farashin tsohon masana'anta na kasuwa ya karu da yuan 1100/ton idan aka kwatanta da farkon wata, da kewayon 17%.Don rage farashi ko ƙara yawan siyan coke ɗin allura, wasu masana'antun kayan abinci na anode sun ƙara haɓaka buƙatar coke mai kore.
3. farashin albarkatun kasa yana da yawa, kuma farashin coke na allura yana da yawa.
Farashin danyen mai na kasa da kasa ya shafi yakin Rasha da Ukraine da kuma abubuwan da suka shafi jama'a, kuma farashin ya tashi sama, kuma farashin slurry ya tashi daidai da haka.Ya zuwa ranar 24 ga Afrilu, matsakaicin farashin kasuwa ya kasance yuan 5,083/ton, ya karu da 10.92% daga farkon Afrilu.Ta fuskar kwal kwal, an kara sabon farashin kasuwar kwal, wanda ya goyi bayan farashin farar kwal.Tun daga ranar 24 ga Afrilu, matsakaicin farashin kasuwa ya kasance yuan/ton 5,965, ya karu da kashi 4.03% daga farkon wata.Farashin slurry mai da murhun kwal suna da tsada, kuma farashin coke na allura ya yi tsada.
4. hasashen kasuwa
Bayarwa: Ana sa ran wadatar da kasuwar coke na allura za ta ci gaba da karuwa a watan Mayu.A gefe guda kuma, kamfanonin samar da coke na allura sun fara aiki kamar yadda aka saba, kuma babu wani tsarin kulawa na yanzu.A gefe guda kuma, wasu kamfanonin kula da coke na allura mai tushen kwal sun fara samarwa.A halin yanzu, an sanya sabbin kayan aiki da kuma samar da coke, kuma kasuwar ta karu.Gabaɗaya, ƙimar kasuwar coke ɗin allura a cikin watan Mayu ya kasance 45% -50%.Farashi: A watan Mayu, farashin coke ɗin allurar har yanzu yana mamaye sama, tare da sama da yuan 500.Babban abubuwan da suka fi dacewa sune: a gefe guda, farashin albarkatun kasa yana gudana a matsayi mai girma, kuma farashin coke na allura yana da yawa;A gefe guda kuma, ginin kayan anode na ƙasa da na'urorin lantarki na graphite yana ƙaruwa kowace rana, oda ba ya raguwa, kuma cinikin kasuwancin koren shayi yana aiki.A sa'i daya kuma, farashin coke na man fetur na kayayyakin da ke da alaka ya yi tashin gwauron zabi, kuma wasu kamfanoni na kasa da kasa na iya kara sayan coke din allura, kuma bangaren bukatar na ci gaba da samun tagomashi.A taƙaice, an ƙiyasta farashin dafaffen coke a kasuwar coke ɗin allura ta China zai kai yuan 11,000-14,500.Danyen coke shine 9500-12000 yuan/ton.(Madogararsa: Baichuan Information)
Lokacin aikawa: Afrilu-25-2022