A shekarar 2021, farashin man fetur ya ci gaba da hauhawa. A watan Satumba, farashin man fetur ya haifar da hauhawar farashi mai tsanani. Ba za a iya raba canjin farashi da canjin wadata da buƙata ba. Bayan wannan zagaye, yaya lamarin yake, bari mu duba.
Babban ma'anar da ke ƙayyade alkiblar wadata da buƙata ta dogara ne akan doka mafi sauƙi: kaya a cikin ɗan gajeren lokaci, riba a cikin matsakaicin lokaci da ƙarfin aiki a cikin dogon lokaci. Rage wadatar da buƙata yana ƙayyade yanayin farashi na kayayyaki, don haka bari mu kalli yanayin farashin man fetur. Hoto na 1 yana nuna yanayin farashin man fetur, ragowar da Brent (farashin man fetur da ragowar duk an ɗauko su ne daga farashin babban kamfanin matatar mai ta Shandong). Farashin ragowar yana ci gaba da daidaita yanayin tare da farashin man fetur na duniya Brent, amma yanayin yanayin farashin man fetur da ragowar da farashin man fetur na duniya Brent ba a bayyane yake ba. Shin ƙarancin wadata ne, ko buƙatu ne ke haifar da shi, ko wasu abubuwan da za su ga ƙaruwar farashi mai ƙarfi a cikin 2021?
Kayayyakin da aka samu a halin yanzu, man fetur na cikin gida da ke cire tashar jiragen ruwa, kayan matatun mai, masana'antar calcining ta ƙasa, kayan masana'antar pigment ba za su iya samun cikakkun bayanai game da kaya ba, don haka ba za a iya kammala da cewa canje-canjen wadata da buƙata suna canza kaya ba, amma a halin yanzu samfuran bincike, samfurin zuwa tacewa, misali, tun daga farkon Satumba zuwa tacewa hannun jari sun yi ƙasa, kuma sun ragu kaɗan. Babu wani gajiya mai yawa saboda hauhawar farashi, wato, matatun mai na yanzu har yanzu suna cikin matakin ajiya.
Siffa ta 2 don jinkirin ribar coking tare da jadawalin farashin coke na man fetur (ribar coking da aka jinkirta, farashin coke na man fetur daga yankin Shandong), farashin mai na yanzu yana da yawa, jinkirin coking yana da riba sosai, amma idan aka haɗa shi da canje-canjen da aka samu a cikin adadi na 3 na yawan coke na man fetur na gida, ribar da aka samu a jinkirin coking bai haifar da ƙaruwar samar da coke na man fetur ba. Wannan yana da alaƙa da gaskiyar cewa coke na man fetur wani samfuri ne na ƙasa wanda ke da ƙarancin fitarwa a masana'antar tacewa da sinadarai. Ba za a daidaita fara aiki da nauyin na'urar coking da aka jinkirta gaba ɗaya ta hanyar petroleum coke ba.
Hoto na 4 don sulfur a cikin jadawalin farashin focal spot tare da Shanghai, don coke na sulfur na cikin gida da ake amfani da shi a mafi yawan hanyoyin kwararar aluminum tare da carbon, don haka ɗauki farashin guda biyu, hoto na 4 yana nuna motsi na farashi tsakanin yanayin, musamman a cikin 2021, hauhawar farashi yana tallafawa kamfanin samar da wutar lantarki na aluminum, chinalco, misali, a farkon rabin wannan shekarar, chinalco don cimma kudaden shiga sama da biliyoyin daloli, Ƙarar shekara-shekara kusan yuan biliyan 40, ribar da aka danganta ga masu hannun jari na kamfanonin da aka lissafa (wanda aka fi sani da ribar net) yuan biliyan 3.075, sama da sau 85.
A ƙarshe, farashin man fetur na shekarar 2021 yana ƙaruwa, ana cire ƙarin kuɗi daga ɓangaren buƙata, kuma farashin man fetur na coke ya ƙaru, bai sa ɓangaren samar da kayayyaki ya ƙara yawan samarwa ba, ɓangaren buƙata har yanzu bai bayyana a fili alamar raguwa ba, ɓangaren samar da kayayyaki a nan gaba kaɗan ko kuma na'urar ta fara aiki, amma shigo da kaya daga ƙasashen waje ba ya faruwa a lokacin da ake buƙata, gina na'urar coke da aka jinkirta zai iya ƙara yawan wadata da buƙata na sauƙin tashin hankali na yanzu? Dangane da yanayin da ake ciki a yanzu, sai dai idan ɓangaren samar da kayayyaki ya bayyana yawan samarwa, ko kuma alkiblar buƙatar ƙasa ta bayyana babban gyara, in ba haka ba, dangantakar wadata da buƙata ta yanzu tana da wuya a sami babban canji, farashin man fetur na da wuya a sami babban koma-baya.
Lokacin Saƙo: Satumba-18-2021