Bayan Ranar Kasa, farashin wasu oda a kasuwar graphite zai karu da kimanin yuan 1,000-1,500/tan daga lokacin da ya gabata. A halin yanzu, har yanzu akwai yanayi na jira da kuma gani a cikin siyan graphite electrode na injunan ƙarfe na ƙasa, kuma har yanzu ciniki a kasuwa yana da rauni. Duk da haka, saboda ƙarancin wadatar kasuwar graphite electrode da tsadar farashi, kamfanonin graphite electrode suna ƙara farashin graphite electrodes a ƙarƙashin rashin son sayarwa, kuma farashin kasuwa yana canzawa da sauri. Abubuwan da ke tasiri ga takamaiman sune kamar haka:
1. A ƙarƙashin tasirin rage wutar lantarki, ana sa ran wadatar kasuwar lantarki ta graphite za ta ragu
A gefe guda, bayan kimanin watanni 2 na amfani, kayayakin kasuwar lantarki ta graphite sun ragu, kuma wasu kamfanonin lantarki ta graphite sun nuna cewa kamfanin ba shi da kaya a zahiri;
A gefe guda kuma, a ƙarƙashin tasirin ƙarancin wutar lantarki da ya fara a tsakiyar watan Satumba, larduna daban-daban sun bayar da rahoton takunkumin wutar lantarki a jere, kuma takunkumin wutar lantarki ya ƙaru a hankali. Samar da kasuwar lantarki ta graphite yana da iyaka kuma wadatar ta ragu.
Zuwa yanzu, iyakokin wutar lantarki a yawancin yankuna sun ta'allaka ne akan kashi 20%-50%. A cikin Inner Mongolia, Liaoning, Shandong, Anhui, da Henan, tasirin takunkumin wutar lantarki ya fi tsanani, kusan kashi 50%. Daga cikinsu, wasu kamfanoni a Inner Mongolia da Henan suna da matuƙar ƙuntatawa. Tasirin wutar lantarki na iya kaiwa kashi 70%-80%, kuma kamfanoni daban-daban suna da rufewa.
A bisa kididdiga kan samar da manyan kamfanonin lantarki na graphite guda 48 a kasar, bisa ga lissafin samar da lantarki na graphite a watan Satumba, kuma an kiyasta bisa ga kason wutar lantarki mai iyaka a kasuwar lantarki ta graphite kafin lokacin "Goma sha daya", ana sa ran cewa fitowar wata-wata na kasuwar lantarki ta graphite zai ragu da tan 15,400 gaba daya; Bayan lokacin "Goma sha daya", ana sa ran kasuwar lantarki ta graphite za ta rage yawan fitarwa na wata-wata da tan 20,500. Ana iya ganin cewa iyakar wutar lantarki ta kasuwar lantarki ta graphite ta kara karfi bayan hutu.
Bugu da ƙari, an fahimci cewa wasu kamfanoni a Hebei, Henan da sauran yankuna sun sami sanarwar iyakance samar da muhalli a lokacin kaka da hunturu, kuma wasu kamfanonin lantarki na graphite ba za su iya fara gini ba saboda yanayin hunturu. Za a ƙara yawan iyakokin kasuwar lantarki ta graphite.
2. Farashin kasuwar lantarki ta graphite yana ci gaba da ƙaruwa
Farashin kayan albarkatun kasa na sama don lantarki mai siffar graphite yana ci gaba da hauhawa
Bayan Ranar Kasa, farashin coke mai ƙarancin sulfur, kwal da coke na allura, waɗanda sune kayan albarkatun graphite na sama, sun tashi a ko'ina. Sakamakon hauhawar farashin kwal da mai, ana sa ran coke na allura da coke na cikin gida za su ci gaba da tashi sosai. Ci gaba da matsa lamba a babban mataki.
An ƙididdige bisa ga farashin kayan masarufi na yanzu, a ka'ida, cikakken farashin samar da na'urorin lantarki na graphite ya kai kimanin yuan 19,000/tan. Wasu kamfanonin lantarki na graphite sun bayyana cewa samar da su ya yi asara.
A ƙarƙashin tasirin rage wutar lantarki, farashin tsarin kasuwar lantarki ta graphite ya ƙaru
A gefe guda, a ƙarƙashin tasirin rage wutar lantarki, tsarin graphitization na kamfanonin lantarki na graphite ya fi tsauri, musamman a yankunan da ke da ƙarancin farashin wutar lantarki kamar Inner Mongolia da Shanxi; a gefe guda kuma, ribar graphitization na lantarki mai rauni ana tallafawa ta hanyar babban riba don kwace albarkatun kasuwa. , Wasu kamfanonin graphitization na lantarki na graphite sun koma graphitization na lantarki mai rauni. Haɗakar abubuwa biyu ya haifar da ƙarancin albarkatun graphitization a kasuwar lantarki na graphite da hauhawar farashin graphitization. A halin yanzu, farashin graphitization na wasu lantarki na graphite ya tashi zuwa yuan 4700-4800/ton, wasu kuma sun kai yuan 5000/ton.
Bugu da ƙari, kamfanoni a wasu yankuna sun sami sanarwar ƙuntatawa a samarwa a lokacin dumama. Baya ga graphitization, gasawa da sauran hanyoyin suma an takaita su. Ana sa ran farashin wasu kamfanonin graphite electrode waɗanda ba su da cikakken tsarin aiki zai ƙaru.
3. Bukatar kasuwa ga na'urorin lantarki na graphite tana da ƙarfi kuma tana inganta
Injinan ƙarfe na Graphite da ke ƙasa suna buƙatar mamaye kawai
Kwanan nan, masana'antun ƙarfe na lantarki na graphite sun fi mai da hankali kan rage wutar lantarki a kasuwar lantarki ta graphite, amma masana'antun ƙarfe har yanzu suna da ƙarancin ƙarfin samarwa da wutar lantarki, kuma masana'antun ƙarfe ba su da ƙarfi sosai, kuma har yanzu akwai ra'ayi game da siyan lantarki na graphite.
Dangane da ƙarfen tanderu mai amfani da wutar lantarki, wasu yankuna sun gyara matsalar rage wutar lantarki ko rage carbon "nau'in motsi" ta hanyar rage "girman ɗaya" da aka samu a fannin rage wutar lantarki. A halin yanzu, wasu masana'antun ƙarfe na tanderu mai amfani da wutar lantarki sun ci gaba da samarwa ko kuma suna iya haifar da sauye-sauye mafi girma. Yawan aiki na masana'antun ƙarfe na tanderu mai amfani da wutar lantarki ya ɗan ragu kaɗan, wanda hakan yana da kyau ga masana'antun ƙarfe na tanderu mai amfani da wutar lantarki. Bukatar lantarki ta Graphite.
Ana sa ran fitar da kayayyaki daga kasuwar lantarki ta Graphite za ta ƙaru
Bayan Ranar Kasa, a cewar wasu kamfanonin lantarki na graphite, kasuwar fitar da kayayyaki gaba daya ta kasance mai kwanciyar hankali, kuma binciken fitar da kayayyaki ya karu, amma ainihin ciniki bai karu sosai ba, kuma bukatar lantarki na graphite ya kasance mai dorewa.
Duk da haka, an ruwaito cewa yawan jigilar kaya na jiragen ruwa na lantarki mai siffar graphite ya ragu kwanan nan, kuma ana iya jigilar wasu daga cikin jarin da ke cikin tashar jiragen ruwa. Saboda karuwar jigilar kaya a teku a wannan shekarar, wasu kamfanonin lantarki mai siffar graphite sun bayyana cewa farashin jigilar kaya ya kai kusan kashi 20% na kudin fitar da lantarki mai siffar graphite, wanda hakan ya sa wasu kamfanonin lantarki mai siffar graphite suka koma sayar da kayayyaki a cikin gida ko jigilar kaya zuwa kasashe makwabta. Saboda haka, raguwar farashin jigilar kaya a teku yana da kyau ga kamfanonin lantarki mai siffar graphite su kara fitar da kayayyaki.
Bugu da ƙari, an aiwatar da hukuncin ƙarshe na hana zubar da shara na ƙungiyar Eurasia kuma za a sanya harajin hana zubar da shara a kan na'urorin lantarki na graphite na China daga ranar 1 ga Janairu, 2022. Saboda haka, kamfanonin ƙasashen waje na iya samun wasu hannun jari a kwata na huɗu, kuma fitar da na'urorin lantarki na graphite na iya ƙaruwa.
Hasashen Kasuwa: Tasirin rage wutar lantarki zai faɗaɗa a hankali, kuma za a ci gaba da ɗaukar matakan kariyar muhalli da kaka da hunturu da kuma ƙa'idojin samarwa da kuma buƙatun muhalli na gasar Olympics ta lokacin hunturu. Iyakar samar da wutar lantarki ta graphite na iya ci gaba har zuwa Maris 2022. Ana sa ran wadatar kasuwar lantarki ta graphite za ta ci gaba da raguwa, kuma farashin lantarki na graphite zai ci gaba. Ƙara tsammanin.
Lokacin Saƙo: Oktoba-14-2021