Tun daga Satumba 2020, kasuwar lantarki ta graphite ta ci gaba da haɓaka sama da kusan rabin shekara.Karkashin tasirin abubuwa da yawa kamar kayan albarkatu na sama, wadata da buƙatu na ƙasa, kasuwar lantarki ta graphite ta ci gaba da kasancewa sama da kowane wata, kamar yadda na 2021, index farashin kasuwar China na graphite lantarki ya kasance 21,464, sama da 10.48% daga daidai wannan lokacin. A makon jiya, 12.13% daga daidai wannan lokacin a watan da ya gabata, 37.53% daga farkon shekara da 37.97% daga daidai wannan lokacin a bara.Mene ne tabbatacce kuma korau dalilai a halin yanzu graphite lantarki kasuwar?Shin haɓakar haɓakar kasuwar lantarki na graphite zai iya ci gaba?
Ingantattun dalilai a cikin kasuwar lantarki na graphite:
1. Mafi girma barga farashin low sulfur man coke da Coal Tar Pitch, mafi girma farashin allura coke, mafi girma samar da kudin na graphite lantarki, mafi girma farashin motsi ikon graphite lantarki.2. "Tsarin amfani da Makamashi sau biyu" a cikin Mongoliya na ciki: don masana'antun lantarki na graphite a cikin dukkan tsarin samarwa, ana rarraba adadin wutar lantarki gwargwadon matakin kamfanoni, tare da amfani da wutar lantarki azaman ma'auni a ƙarshen 2020. Alal misali, Ulanqab wani kamfanoni don rage nauyin 15%, kamfanonin B don rage nauyin 40%, c kamfanoni don rage nauyin 50%;Don kamfanonin da ba su da cikakkiyar tsari kamar graphitization guda ɗaya, masana'antar sarrafa kayan gasa don rage yawan ƙarfin wutar lantarki.
Kwanan nan, bisa ga masana'antun lantarki na Mongoliya ta ciki ta kasar Sin, manufar takaita wutar lantarki ta Mongoliya ta cikin gida sannu a hankali ta rage tasirin samar da sana'o'i a hankali.Tasirin iyakancewar wutar lantarki a Mongoliya ta ciki ya fi girma akan graphitization.Farashin sarrafa graphitization a kasuwar graphite lantarki ya karu zuwa yuan 3500-4000, kuma farashin samar da wasu kamfanoni na graphite lantarki da ba su cika tsari ba ya sake karuwa.A mataki na gaba, ya kamata a daidaita rarraba wutar lantarki a kowane yanki na Mongoliya ta ciki tare da sarrafa shi daidai da ainihin yanayin kowane wata.1, graphite lantarki kasuwar overall kaya ne har yanzu low, an fahimci cewa graphite lantarki Enterprises more ce cewa a halin yanzu ba sa son overstock.2. The wadata na matsananci-high iko kanana da matsakaicin girman graphite lantarki kasuwar ne m.Saboda tsadar kayan masarufi, yawancin masana'antun lantarki na graphite ba su da wani shiri na haɓaka samarwa da yawa.A cikin ɗan gajeren lokaci, kasuwar lantarki na graphite za ta kula da ingantaccen tsarin samar da kayayyaki, ingantaccen farashin lantarki na graphite yana tashi.3, graphite lantarki downstream karfe shuka riba goyon bayan aiki kudi ne mafi girma, bisa ga Guangdong Electric Furnace Karfe Enterprise ya ce kwanan nan sha'anin don kula da cikakken load samar jihar, karfe samar ne mafi aiki, graphite lantarki bukatar ne mai kyau.4, graphite lantarki fitarwa kasuwa ta Tarayyar Turai anti-zubawa da sauran dalilai, 'yan kasashen waje abokin ciniki tambayoyi more, bisa ga graphite lantarki feedback abokin ciniki, da 'yan ainihin fitarwa ma'amaloli sun karu.
Abubuwa mara kyau a cikin kasuwar lantarki na graphite:
1. Akwai ƴan ƙara matsananci-high-power da manyan-size graphite electrodes a kasuwa, wanda ya iyakance farashin matsananci-high-power da kuma manyan-size graphite lantarki zuwa wani iyaka.2. A graphite lantarki fitarwa harkokin sufuri al'amari har yanzu yana da toshewa, da fitarwa jirgin da wuya a samu, da fitarwa shipping kudi ne high, sa m graphite lantarki sha'anin zuwa fitarwa kasuwa amincewa kasa.3, wani ɓangare na ƙanana da matsakaici-sized graphite lantarki Enterprises saboda kasuwar rabo dan kadan m bukatar m dalilai, farashin graphite lantarki zuwa sama taka tsantsan yanayin hankali.
Hasashen gaba:
Ana sa ran kasuwar coke mai ƙarancin sulfur za ta kula da farashi mai girma da yanayin aiki a nan gaba, yayin da kasuwar coke ɗin allura ke haifar da hauhawar farashin ɗanyen mai, da kiyaye kwanciyar hankali da yanayin aiki mai fifiko, akwai babu ƙarancin yuwuwar juyewa.Farashin kasuwar danyen kaya gaba dayansa yana da yawa ko kuma ana sa ran zai tashi.Bangaren samarwa ya ci gaba da kasancewa mai inganci: Manufar rabon wutar lantarki ta Mongoliya ta ciki har yanzu tana nan, tana iyakance samarwa a cikin kasuwar lantarki mai graphite zuwa wani matsayi.Bugu da kari, graphite lantarki Enterprises suna da niyyar kula da m kasuwa wadata don tabbatar da cewa graphite lantarki kasuwar don kula da wani tsayayye zuwa sama.Kawai bukatar zama barga downstream: halin yanzu talakawan fara-up na lantarki makera karfe masana'antu ne game da 71.09% , high matakin, karfe Mills har yanzu da wasu riba sarari, ana sa ran cewa masana'antu a watan Mayu har yanzu kula da high load aiki, graphite lantarki kawai bukatar mai kyau.Kuma bisa ga graphite electrode Enterprise ce, Fujian Department of Electric Furnace Karfe Shuka inventory babban hannun jari shirin.Wurin buƙata na graphite lantarki yana da goyan baya sosai.Gabaɗaya, kasuwa na gaba na wayoyin lantarki na graphite har yanzu yana da kyau.Ana sa ran cewa farashin da manyan masana'antun lantarki na graphite ke faɗi a nan gaba za su kasance masu ƙarfi da ƙarfi.Farashin da aka nakalto na biyu da na uku echelons na graphite lantarki Enterprises zai yafi bi Yunƙurin, da kuma low farashin a kasuwa za a hankali rage, graphite lantarki farashin cibiyar nauyi na iya ci gaba da karuwa.
Lokacin aikawa: Mayu-08-2021