Rahoton Kasuwar Electrode na Wata-wata (Yuli, 2022)

A watan Yuli, kasuwannin lantarki na graphite na gida gaba ɗaya sun nuna rashin ƙarfi.A wannan watan, daFarashin GEcikin gidakasuwaan rage kusan300Dalar Amurka / ton.Babban dalili shi nesayar da samfurin karfeshinea kasalakakar,wanda ke haddasawamasana'antun ƙarfe ba sa aiki wajen siyan na'urorin lantarki na graphite.Har zuwakarshen Yuli, babban farashin UHP450m tare da30%allura coke ne3220-3360Dalar Amurka / ton, UHP600mm nemiƙa 3730-3880Dalar Amurka / ton, kuma farashin UHP700mm shine4330-4480Dalar Amurka / ton.A farkon watan Yuli, farashin man fetur coke, da albarkatun kasa na graphite electrode, ya ci gaba da tashi, da allura coke's price kumaya kasance a babban matakin, wandaturawadaGE farashindon gudu a babban matakin. Ammafashewar tanderu da lantarkibakaAn rufe tanda galibi don kiyayewa, kuma buƙatun na'urorin lantarki na graphite suna da rauni."SabuntawaAn nuna tayin farashin a cikin some ƙanana da matsakaici-sized graphite lantarki kamfanoni.Ƙananan ɓangaren ƙananan farashin GE yana nunawa a kasuwa.Amma yawancin masana'antun GE suna dagewa akan tayin farashin da ya dace.Leverage tsakanin babban rafi da ƙananan kamfanonin rafi suna da hankali.A tsakiyar watan Yuli da kuma karshen watan Yuli, asarar masana'antar karafa ta kara fadada, yanayin siyan kasuwa ya ci gaba da zama ba kowa.don kiyaye tsabar kudi, wani GEmasana'antunya kara rage farashin,wanda hakan ya sa duk farashin kasuwa ya kara faduwa. A karkashin irin wannan yanayin, Masana'antun GE ba su da wani zaɓi sai dai rage yawan samarwa don guje wa haɗarin ƙira, kuma sun sanya shirin samarwa bisa ga buƙatun PO..Yanzu ribar da aka samu a kasuwar kayan anode tana da kyau kuma wasu masana'antun GE suna shirin canza aikin GE zuwa anode ko anode OEM.

A watan Yuli, gabaɗayan buƙatun kasuwar coke na allura ya kasancemai rauni, kuma har yanzu ba a yi amfani da kayansu na siyan hannun jari na farko ba.Sabili da haka, an saya shi akan buƙata tare da ƙananan umarni.A karshen wata, coke mai tushe ya kasance 1800 -2170 dalar Amurka / ton, coke mai tushen mai ya kasance 2000-2250 dalar Amurka / ton, kuma farashin danyen coke ya kasance 1310-1650 dalar Amurka / ton.Dangane da farashin shigo da kaya, an rage farashin coke coke na coal da kashi 10%: na Japan shine dalar Amurka 1700-1800 / ton kuma na Koriya ta Kudu shine dalar Amurka 1800;Dangane da coke na allura mai tushen mai, na Japan shine dalar Amurka 2800-3000 / ton, na Biritaniya shine dalar Amurka 2000-2200.

A wannan makon, kasuwar ƙera ƙarfe na cikin gida ta sake bunƙasa a cikin gandun daji, kuma buƙatun ƙasa ya ɗan inganta kaɗan, amma ciniki ya ragu bayan hauhawar farashin.Ya zuwa ranar 28 ga watan Yuli, matsakaicin farashin rebar gida ya kasance dalar Amurka 610/ton, sama da dalar Amurka 15/ton daga ranar Juma'ar da ta gabata.Dangane da albarkatun kasa kuwa, farashin datti ya tashi kadan a wannan makon, yawan kayan da ake samu a masana'antar sarrafa karafa ta arewa ya yi kadan, yayin da farashin siyan masana'antar karafa ta Kudu ya yi kadan.Matsakaicin farashin siyan tarkace a masana'antar tanderun lantarki ya karu da dalar Amurka 11/ton zuwa dalar Amurka 380/ton (ban da haraji) idan aka kwatanta da makon da ya gabata.Kamfanin sarrafa karafa na tanderun lantarki ya ci gaba da samun riba mai riba, kuma yawan kamfanonin da aka dawo da su a gabashin kasar Sin da yammacin kasar Sin ya karu.Koyaya, saboda ƙarancin tushen guntun ƙarfe da ƙarancin buƙatun ƙarfe, yawancin masana'antun suna cikin yanayin samar da kololuwa.Maido da ainihin fitarwa yana da iyaka.A wannan makon, yawan karfin amfani da tanderun lantarki na injinan karafa 135 a fadin kasar Sin ya kai kashi 35.41%, wanda ya karu da kashi 1.71 bisa dari a makon da ya gabata, kuma yawan karfen wutar lantarki ya kai tan 198600 a kowace rana, wanda ya kawo karshen raguwar makwanni shida a jere.Ko da yake farashin kasuwar karafa ya sake dawowa kwanan nan, jigon jira da gani a cikin magudanan ruwa har yanzu a bayyane yake, wanda galibi yakan haifar da raguwar samar da karafa.Kwanan nan, jerin manufofin gwamnati akan ƙarin saka hannun jari na kuɗi a cikin abubuwan more rayuwa da yanayi masu sauƙidomindukiyawakiliana sa ran sannu a hankali za su nuna tasirin su bayan tsakiyar watan Agusta.Tasirin barkewar annobar da kuma yanayin zafi mai zafi a kasuwa ya yi rauni, kuma ana sa ran kasuwar karafa za ta daidaita da gaske.A wancan lokacin, fitar da karfen tanderun lantarki shima zai haifar da karuwa sosai.

 


Lokacin aikawa: Agusta-05-2022