Daga ƙarshen watan Mayu zuwa farkon watan Yuni, za a fara wani sabon zagaye na daidaita farashi na kasuwar allurar coke. Duk da haka, a halin yanzu, kasuwar allurar coke tana ƙarƙashin yanayin jira da gani. Banda wasu kamfanoni da ke sabunta farashin a watan Yuni kuma suke jagorantar haɓaka yuan 300/ton, ainihin cinikin ciniki na tattaunawa bai riga ya fara ba. Ta yaya farashin allurar coke na China zai yi aiki a watan Yuni, kuma zai iya ci gaba da hauhawar yanayin a watan Mayu?
Daga yanayin farashin allurar coke, za a iya ganin cewa farashin allurar coke yana da ƙarfi kuma yana ƙaruwa daga Maris zuwa Afrilu, sannan ya ci gaba da kasancewa daidai bayan ya tashi a farkon watan Mayu. A watan Mayu, farashin da ake amfani da shi wajen sayar da coke mai shine yuan 10,500-11,200 a kowace tan, na coke mai mai shine yuan 14,000-15,000 a kowace tan, na coke mai kwal shine yuan 9,000-10,000 a kowace tan, kuma na coke mai kwal shine yuan 12,200 a kowace tan. A halin yanzu, akwai dalilai da dama da yasa allurar coke zata jira ta gani:
1. Farashin coke mai ƙarancin sulfur ya faɗi. A ƙarshen watan Mayu, farashin coke mai ƙarancin sulfur na yau da kullun a Dagang da Taizhou ya zama jagora, sannan Jinzhou Petrochemical ya biyo baya. A ranar 1 ga Yuni, farashin Jinxi Petrochemical ya faɗi zuwa yuan 6,900/ton, kuma bambancin farashi tsakanin coke mai inganci na Daqing da Fushun ya faɗaɗa zuwa yuan 2,000/ton. Tare da raguwar coke mai ƙarancin sulfur, wasu kamfanoni na ƙasa sun ƙara yawan haɗa coke mai, wanda ya shafi buƙatar coke mai ƙarancin sulfur zuwa wani mataki. Masana'antar coke mai ƙarancin sulfur ya kamata ta koma ga farashin coke mai ƙarancin sulfur a Daqing da Fushun. A halin yanzu, babu matsin lamba a hannun jari biyu, kuma babu wani shirin daidaitawa na ƙasa tukuna, don haka kasuwar coke mai ƙarancin sulfur za ta jira ta gani.
2. Bukatar siyan na'urar lantarki mai rauni a ƙasa ta ragu. A ƙarƙashin tasirin yanayin annobar, odar batura masu amfani da wutar lantarki da batura na dijital sun ragu a watan Mayu. An narkar da kayan aikin allurar coke na kayan anode galibi a matakin farko, kuma adadin sabbin oda ya ragu. Wasu kamfanoni, musamman coke mai amfani da kwal, sun ƙara yawan kayansu.
3. Yawan fitar da sinadarin graphite electrode ya kasance ƙasa. Ribar da kamfanonin injinan ƙarfe ke samu ba ta da kyau, kuma kamfanonin lantarki na graphite electrode suna fuskantar matsala sakamakon annobar da ta shafi muhalli, kare muhalli da kuma tsadar kayan aiki, don haka sha'awarsu ta fara gini ba ta da yawa kuma yawan fitar da su bai yi yawa ba. Saboda haka, yawan sinadarin allurar coke bai yi ƙasa ba. Wasu ƙananan kamfanonin samar da kayayyaki suna amfani da sinadarin petroleum coke mai ƙarancin sulfur maimakon allurar coke.
Binciken Ra'ayin Kasuwa: A cikin ɗan gajeren lokaci, kamfanonin anode galibi suna narkar da kayan masarufi a farkon matakin, kuma suna sanya hannu kan sabbin oda kaɗan. Bugu da ƙari, farashin ƙabila na ofishin man fetur mai ƙarancin sulfur zai yi tasiri kan jigilar allurar coke. Duk da haka, kamfanonin coke masu allura suna da tsadar samarwa, kuma da wuya farashin ya faɗi ƙarƙashin matsin riba. Saboda haka, kasuwar coke masu allura za ta ci gaba da mamaye a watan Yuni a cikin yanayi na jira da gani. A cikin dogon lokaci, tare da yanayin annobar a Shanghai da sauran wurare a ƙarƙashin iko, ana sa ran samar da motoci zai farfaɗo a hankali, kuma ana sa ran buƙatar ƙarshen zai karu. Bugu da ƙari, a cikin kwata na uku, za a ci gaba da saka wasu kayan lantarki marasa kyau a cikin samarwa, wanda zai ƙara buƙatar kayan coke masu allura. Lokacin da kamfanonin electrode marasa kyau suka fara adana kayan, yanayin matsin lamba na allurar coke zai sake samar da tallafi mai kyau ga farashi.
Lokacin Saƙo: Yuni-09-2022