Tawagar bincike ta Mysteel aluminum ta yi bincike kuma ta kiyasta cewa matsakaicin jimlar farashin masana'antar aluminum ta lantarki ta China a watan Afrilun 2022 ya kai yuan 17,152 a kowace tan, wanda ya karu da yuan 479 a kowace tan idan aka kwatanta da watan Maris. Idan aka kwatanta da matsakaicin farashin yuan 21,569 a kowace tan na Shanghai Iron and Steel Association, dukkan masana'antar ta sami ribar yuan 4417 a kowace tan. A watan Afrilu, dukkan kayayyakin farashi sun gauraya, daga cikinsu farashin alumina ya ragu sosai, farashin wutar lantarki ya canza a yankuna daban-daban amma jimlar aikin ya karu, kuma farashin anode da aka riga aka gasa ya ci gaba da hauhawa. A watan Afrilu, farashi da farashi sun koma akasin haka, inda farashi ya karu kuma farashi ya fadi, kuma matsakaicin ribar masana'antar ta ragu da yuan 1541 a kowace tan idan aka kwatanta da watan Maris.
Afrilu saboda annobar cikin gida da yawa ta bayyana kuma mummunan yanayin yankin, a kan dukkan kuɗaɗen kasuwa, lokacin kololuwar gargajiya bai taɓa zuwa ba, kuma yayin da raguwar da rigakafi da sarrafa annoba ke ƙaruwa, mahalarta kasuwa kan ci gaban tattalin arziki na shekara suna damuwa, tare da ƙarfin samar da aluminum mai amfani da wutar lantarki da sabon fitarwar samarwa har yanzu yana ƙaruwa, farashin wadata ya fi rashin daidaiton buƙata na tsarin a ƙarƙashin rauni, Wannan, bi da bi, yana shafar ribar kamfanoni.
Kamfanonin lantarki na lantarki na watan Afrilu ya kamata su kawo hauhawar farashin wutar lantarki na cikin gida, yayin da suke ba da garantin ingantaccen tsarin farashi a duk faɗin masana'antar kwal, amma saboda samar da wutar lantarki na kamfanonin lantarki na lantarki, yawancinsu ba su da tsarin haɗin gwiwa na dogon lokaci, wanda ya shafi barkewar abubuwan waje kamar sufuri, tsangwama kan haɗarin layin daqin, tare da marigayin ya sake bayyana a cikin 2021, damuwar da ke tattare da ƙarancin kwal, kamfanin samar da wutar lantarki na masana'antar aluminum yana ƙaruwa da ajiyar kwal, farashin siyan kwal kuma ya tashi daidai da haka.
Sabbin bayanai daga Ofishin Kididdiga na Kasa sun nuna cewa jimillar yawan kwal da aka fitar daga watan Janairu zuwa Maris ya kai tan miliyan 1,083859, wanda ya karu da kashi 10.3% a shekara. A watan Maris, an samar da tan miliyan 396 na kwal da aka samar, wanda ya karu da kashi 14.8% a shekara, maki 4.5 cikin 100 fiye da Janairu zuwa Fabrairu. Tun daga Maris, manufar kara samar da kwal da wadata ta karu, kuma manyan larduna da yankuna masu samar da kwal sun yi kokari sosai don amfani da karfin da ake da shi da kuma fadada karfin da ake da shi don kara samar da kwal. A lokaci guda, saboda karuwar wutar lantarki ta ruwa da sauran makamashin tsafta, cibiyoyin samar da wutar lantarki da sauran manyan masu bukata suna kula da saurin saye. A cewar kididdigar Mysteel, ya zuwa ranar 29 ga Afrilu, jimillar ajiyar kwal a yankuna 72 na kasar ya kai tan miliyan 10.446, tare da tan 393,000 na amfani da shi a kullum da kuma kwanaki 26.6 na kwanakin da ake da su, ya karu sosai daga kwanaki 19.7 a binciken da aka yi a karshen Maris.
Idan aka yi la'akari da zagayowar saye da isar da kwal, bisa ga matsakaicin farashin kwal na wata-wata, matsakaicin farashin wutar lantarki da ake samarwa da kanta na masana'antar gaba ɗaya a watan Afrilu ya kasance yuan 0.42/KWH, yuan 0.014/KWH ya fi na Maris. Don ƙarfin wutar lantarki da ake amfani da ita da kanta, matsakaicin farashin wutar lantarki ya ƙaru da kusan yuan 190/ton.
Idan aka kwatanta da Maris, farashin wutar lantarki da aka saya na kamfanonin aluminum na cikin gida ya ƙaru sosai a watan Afrilu, kuma matakin kasuwancin wutar lantarki na kasuwa ya ƙara hauhawa. Farashin wutar lantarki da aka saya na kamfanoni ba ya sake zama yanayin kulle-kulle na farashi ɗaya a cikin shekaru biyu da suka gabata, amma ya canza kowane wata. Akwai kuma abubuwa da yawa da ke shafar farashin wutar lantarki da aka saya, kamar ma'aunin haɗin kwal da wutar lantarki na tashar wutar lantarki, farashin wutar lantarki na matakin da masana'antar aluminum ke biya, da kuma canjin rabon makamashi mai tsabta a cikin wutar lantarki da aka saya. Yawan amfani da wutar lantarki da rashin daidaituwar samar da aluminum na electrolytic ya haifar shi ne babban dalilin ƙaruwar farashin wutar lantarki na wasu kamfanoni, kamar Guangxi da Yunnan. Ƙididdigar bincike na Mysteel, a watan Afrilu kamfanonin aluminum na ƙasa na electrolytic don aiwatar da matsakaicin farashin wutar lantarki na 0.465 yuan/digiri, idan aka kwatanta da Maris ya ƙaru da 0.03 yuan/digiri. Don ƙarfin samarwa ta amfani da wutar lantarki ta hanyar amfani da wutar lantarki, matsakaicin ƙaruwar farashin wutar lantarki na kusan yuan 400/digiri.
A bisa cikakken lissafi, matsakaicin farashin wutar lantarki na masana'antar aluminum ta lantarki ta China a watan Afrilu ya kai yuan 0.438/KWH, yuan 0.02/KWH ya fi na Maris girma. Yanayin shine za a daidaita saurin samar da wutar lantarki yayin da ake tabbatar da ingancin kwal na masana'antun aluminum. Farashin kwal a halin yanzu yana fuskantar abubuwa da yawa masu tasiri. A gefe guda, aiwatar da manufar tabbatar da wadata da daidaita farashi ne. A gefe guda kuma, buƙatar wutar lantarki za ta ƙaru tare da annobar, amma gudummawar wutar lantarki ta ruwa za ta ci gaba da ƙaruwa tare da zuwan lokacin damina. Duk da haka, farashin wutar lantarki da aka saya zai fuskanci koma baya. Kudu maso Yammacin China ya shiga lokacin damina, kuma farashin wutar lantarki na kamfanonin aluminum na lantarki na Yunnan zai faɗi sosai. A halin yanzu, wasu kamfanoni masu tsadar wutar lantarki suna ƙoƙari sosai don rage farashin wutar lantarki. Gabaɗaya, farashin wutar lantarki na masana'antu da yawa zai faɗi a watan Mayu.
Farashin alumina daga rabin watan Fabrairu na biyu ya fara faɗaɗa raguwar, kuma raguwar ta kasance a duk tsawon lokacin tafiya, a ƙarshen Maris rashin kwanciyar hankali, har zuwa ƙarshen Afrilu, ƙaramin koma-baya, kuma a watan Afrilu, zagayowar auna farashin aluminum mai amfani da lantarki ya nuna cewa farashin alumina ya ragu sosai. Saboda bambancin tsarin wadata da buƙata a yankin, raguwar ta bambanta a kudu da arewa, daga cikinsu raguwar da aka samu a kudu maso yamma shine yuan 110-120/ton, yayin da raguwar da aka samu a arewa take tsakanin yuan 140-160/ton.
Wannan yanayin ya nuna cewa matakin ribar masana'antar aluminum mai amfani da electrolytic zai canza sosai a watan Mayu. Tare da raguwar farashin aluminum, wasu kamfanoni masu tsada sun shiga cikin mawuyacin hali na asarar kuɗi.
Lokacin Saƙo: Mayu-13-2022