Kasuwar lantarki ta graphite, wacce ta ragu a bara, ta yi babban koma baya a bana.
"A farkon rabin shekara, na'urorin lantarki na graphite sun kasance masu ƙarancin wadata."Da yake gibin kasuwa a bana ya kai tan 100,000, ana sa ran za a ci gaba da ci gaba da ci gaba da samun wannan dankon zumunci tsakanin wadata da bukata.
An fahimci cewa, tun daga watan Janairun bana, farashin graphite electrode ya ci gaba da karuwa, daga kusan yuan 18,000 a farkon shekara zuwa kusan yuan 64,000 a halin yanzu, wanda ya karu da kashi 256%.A lokaci guda kuma, coke na allura, a matsayin mafi mahimmancin albarkatun lantarki na graphite electrode, ya kasance mai ƙarancin wadata, kuma farashinsa ya tashi gaba ɗaya, wanda ya karu da fiye da 300% idan aka kwatanta da farkon shekara.
Buƙatar masana'antun ƙarfe na ƙasa yana da ƙarfi
Graphite lantarki da aka yafi sanya na man fetur coke da allura coke a matsayin albarkatun kasa da kuma kwal kwal farar a matsayin mai ɗaure, kuma an yafi amfani a baka steelmaking makera, submerged baka makera, juriya makera, da dai sauransu The graphite lantarki ga steelmaking lissafin game da 70% to 80% na jimlar yawan amfani da lantarki na graphite.
A cikin 2016, saboda raguwar ƙera ƙarfe na EAF, gabaɗayan ingancin kamfanonin carbon ya ragu.Bisa kididdigar da aka yi, jimillar tallace-tallacen na'urorin lantarki na graphite a kasar Sin ya ragu da kashi 4.59 cikin dari a duk shekara a shekarar 2016, kuma jimillar asarar manyan kamfanonin lantarki guda goma na graphite ya kai yuan miliyan 222.Kowane kamfani na carbon yana yaƙin yaƙin farashi don ci gaba da kasuwar sa, kuma farashin siyar da lantarki na graphite ya fi ƙasa da tsada.
Wannan al'amari ya koma baya a wannan shekara.Tare da zurfafa gyare-gyaren samar da kayayyaki, masana'antar ƙarfe da ƙarfe na ci gaba da ɗaukar nauyi, kuma an tsabtace "ƙarfe mai ɗorewa" da kuma tanderu na tsaka-tsakin tsaka-tsakin da aka gyara da kuma gyara a wurare daban-daban, buƙatar wutar lantarki a cikin masana'antun karfe ya karu. da ƙarfi, don haka ke haifar da buƙatun na'urorin lantarki na graphite, tare da kiyasin buƙatar tan 600,000 na shekara-shekara.
A halin yanzu, akwai kamfanoni sama da 40 da ke da karfin samar da lantarki na graphite da ya zarce ton 10,000 a kasar Sin, tare da karfin samar da kayayyaki kusan tan miliyan 1.1.Koyaya, saboda tasirin masu sa ido kan kare muhalli a wannan shekara, kamfanonin samar da lantarki na graphite a lardunan Hebei, Shandong da Henan suna cikin wani yanayi na ƙayyadaddun samarwa da kuma dakatar da samarwa, kuma ana kiyasin samar da lantarki mai graphite a kowace shekara ya kai tan 500,000.
"Ba za a iya magance tazarar kasuwar kusan tan 100,000 ba ta hanyar haɓaka ƙarfin samar da kamfanoni."Ning Qingcai ya bayyana cewa, tsarin kera na'urorin lantarki na graphite yawanci ya fi watanni biyu ko uku, kuma tare da sake zagayowar safa, yana da wahala a kara girma cikin kankanin lokaci.
Kamfanonin Carbon sun rage hakowa tare da rufewa, amma bukatar kamfanonin karafa na karuwa, wanda ke haifar da graphite electrode ya zama wani kayyayaki mai tsauri a kasuwa, kuma farashinsa ya tashi.A halin yanzu, farashin kasuwa ya karu da sau 2.5 idan aka kwatanta da watan Janairun bana.Wasu kamfanonin karafa sai sun biya a gaba domin samun kayan.
A cewar masana masana'antu, idan aka kwatanta da tanderun fashewa, karfen wutar lantarki ya fi ceton makamashi, mai dacewa da muhalli da ƙarancin carbon.Tare da kasar Sin ta shiga cikin sake zagayowar faduwar darajar, karfen wutar lantarki zai sami babban ci gaba.An kiyasta cewa rabon sa a cikin jimillar kayan aikin karfen ana sa ran zai karu daga kashi 6% a shekarar 2016 zuwa kashi 30 cikin 100 a shekarar 2030, kuma har yanzu bukatar na'urorin lantarki na graphite na da girma a nan gaba.
Haɓakar farashin albarkatun ƙasa na sama baya raguwa
Ƙaruwar farashin lantarki na graphite an watsa shi cikin sauri zuwa saman sarkar masana'antu.Tun daga farkon wannan shekara, farashin manyan kayan masarufi don samar da carbon, irin su coke na man fetur, coal tar pitch, calcined coke da coke coke, ya ci gaba da tashi, tare da matsakaicin haɓaka sama da 100%.
Shugaban sashen siyayyar mu ya bayyana shi a matsayin "tashin hankali".A cewar jami’in da ke kula da harkokin kasuwanci, bisa la’akari da yadda aka karfafa kasuwar kafin yanke hukunci, kamfanin ya dauki matakai kamar saye a kan farashi mai rahusa da kuma kara hajoji don tinkarar hauhawar farashin da kuma tabbatar da samar da kayayyaki, amma karuwar kayan da ake samu. nisa fiye da tsammanin.
Daga cikin kayan da ake tashewa, coke coke, a matsayin babban kayan masarufi na graphite electrode, yana da hauhawar farashin mafi girma, tare da hauhawar farashin mafi girma da kashi 67% a cikin rana ɗaya kuma sama da 300% a cikin rabin shekara.An sani cewa allura coke lissafin fiye da 70% na jimlar farashin graphite electrode, da kuma albarkatun kasa na ultra-high ikon graphite electrode gaba daya hada da allura coke, wanda cinye 1.05 ton a kowace ton na matsananci-high ikon graphite. lantarki.
Hakanan ana iya amfani da coke ɗin allura a cikin batir lithium, makamashin nukiliya, sararin samaniya da sauran fannoni.Samfuran da ba su da yawa a gida da waje, kuma yawancinsa ya dogara ne kan shigo da kayayyaki daga kasar Sin, kuma farashinsa ya kasance mai tsada.Domin tabbatar da samarwa, kamfanonin graphite electrode Enterprises sun yi sama da fadi daya bayan daya, wanda ya haifar da ci gaba da karuwar farashin coke na allura.
An fahimci cewa, akwai 'yan kasuwa da ke samar da coke na allura a kasar Sin, kuma mutane a cikin masana'antar sun yi imanin cewa karuwar farashin da alama ita ce babbar murya.Kodayake ribar wasu masana'antun albarkatun kasa sun inganta sosai, haɗarin kasuwa da farashin aiki na masana'antun carbon na ƙasa suna ƙara ƙaruwa.
Lokacin aikawa: Janairu-25-2021