Abin ya yi hauka, abin ya yi muni yanzu. Bayan faɗuwa ƙasa da alamar yuan/tan 400,000, farashin lithium carbonate mai matakin batir ya faɗi ƙasa da yuan 390,000/ton zuwa yuan 387,500/ton, sabon ƙaramin shekara 1, kuma ya faɗi na tsawon kwanaki 23. Fiye da yuan 100,000/ton. A cikin watanni uku kacal, farashin lithium carbonate ya faɗi da fiye da kashi 30% idan aka kwatanta da mafi girman matakin yuan 600,000/ton, wanda ya fi kashi 20% daga yuan 500,000/ton a farkon shekara.
Farashin gauraye na cikin gida na carbonation na matakin baturi 2022-12-01-2023-03-01
Minti 99.5%
Wani kamfanin kera lithium carbonate ya ce muddin abokin ciniki yana son siyan isasshen adadin lithium carbonate, farashin zai iya zama ƙasa da yuan 345,000 a kowace tan, kuma za ku iya isar da kayan kyauta. Wasu mutane a masana'antar sun bayyana cewa ainihin farashin ciniki ya faɗi zuwa yuan 330,000 a kowace tan.
Rashin buƙata, nau'ikan sinadarai iri-iri
Daga babban gudu ƙasa!
Binciken masana'antu, farashin da ake samu a yanzu na tasirin farashin gishirin lithium ya ragu, buƙata ita ce babbar matsala. A cikin watanni biyu na farko na wannan shekarar, tallace-tallace na sabbin motocin makamashi ba su da yawa, tarin kayayyakin batirin da aka gama yana da yawa, kuma buƙatar siyan kasuwa ba ta da ƙarfi. Haka kuma farashin da ke damun membobin iyalin lithium da nau'ikan sinadarai daban-daban a cikin sarkar masana'antar sinadarai.
Lithium hydroxide: Farashin ya faɗi yuan 110,000 a kowace tan, ƙasa da kashi 20%
Matsakaicin farashin ma'amala na lithium hydroxide ya faɗi da yuan 7,500 a kowace tan a kowace rana, a halin yanzu yana kan yuan 420,000 a kowace tan, ya faɗi da yuan 110,000 a kowace tan daga farkon Fabrairu, ya faɗi da kashi 20%, idan aka kwatanta da babban darajar bara da kashi 18%, farashin tallafin kasuwar lithium carbonate lithium hydroxide mai raguwa, manufofin fifiko na motocin makamashi na 2023 sun ƙare, kasuwar sabbin motocin makamashi na iya ci gaba da damuwa game da ci gaba; yunƙurin kasuwanci na ƙasa don karɓar kayayyaki ba shi da yawa, ainihin ciniki a kasuwa yana da iyaka, galibi ƙananan farashi ne.
Ka'idar iskar oxygen farashin kasuwar cikin gida 2022-12-02-2023-03-02
Matsayin masana'antu
Lithium hexal fluoropensive: Farashin ya faɗi sama da yuan 40,000 a kowace tan, raguwar kashi 19%
Lithium hexafluorophosphate ya faɗi da yuan 7,000 a kowace tan a rana, kuma ya faɗi zuwa yuan 17,2500 a kowace tan. Daga ƙasa da yuan 70,000 a kowace tan a shekarar 2020, zuwa mafi girman maki na 600,000 a kowace tan a watan Maris na 2022, lithium hexomatoid lithium ya ƙaru da fiye da kashi 700%. Duk da haka, farashin lithium hexovantic lithium na yanzu ya ragu, wanda ya ragu da kashi 71% idan aka kwatanta da mafi girman maki na bara.
Lithium iron phosphate: Farashin ya faɗi yuan 25,000 a kowace tan, ƙasa da kashi 14%
A watan Fabrairu, kasuwar sinadarin lithium iron phosphate ta ragu kaɗan, inda ta ragu da kashi 2.97%, kuma a halin yanzu farashin ya kai kimanin yuan 145,000 a kowace tan. Daga sama da yuan 170,000 a kowace tan a shekara da ta gabata, ta faɗi zuwa kimanin yuan 145,000 a kowace tan. Farashin ya faɗi da yuan 25,000 a kowace tan. Faɗuwar da kashi 14.7%, kuma ana buƙatar koma-baya ne kawai. A ƙarƙashin buƙatar kasuwa a yanzu da kuma raunin kayan masarufi, raguwar kasuwar sinadarin lithium iron phosphate ta fi bayyana.
Farashin samar da lithium iron phosphate a cikin gida 2022-12-02-2023-03-02
Nau'in aiki mai ƙarfi; Samfuri mafi kyau
Resin epoxy mai ƙarfi: kashi 7% na farashin a cikin watan, ƙasa da kashi 61% daga ƙimar tarihi mai yawa
Kudin da aka samu daga resin epoxy mai ƙarfi ya faɗi da yuan 1100/ton bayan shekara, zuwa yuan 14,400/ton, da kuma raguwar kashi 7.10% a watan Fabrairu, raguwar kashi 43% idan aka kwatanta da babban darajar da aka samu a shekarun baya-bayan nan, da kuma raguwar kashi 61% daga babban darajar da aka samu a tarihi. Kasuwannin Gabashin China da Kudancin China ba a jigilar su cikin sauƙi a kasuwar resin epoxy mai ƙarfi ba, kuma sabon sigar da aka saya a ƙasa ba ta da yawa. Farashin kayan bisphenol A da epoxypine yana da rauni kaɗan, farashin resin yana tallafawa rauni, farashin kasuwa yana raguwa a hankali.
Ruwan resin epoxy mai ruwa: farashi ya faɗi da kashi 4.38% a watan Fabrairu, ya faɗi da kashi 63% daga babban darajar tarihi
Farashin resin epoxy na ruwa ya faɗi da yuan 700/ton bayan shekara, zuwa yuan 15,300/ton, raguwar kashi 4.38%, raguwar kashi 47% idan aka kwatanta da babban darajar da aka samu a shekarun baya-bayan nan, da kuma raguwar kashi 63% daga babban darajar da aka samu a tarihi. Kasuwar resin epoxy na ruwa ta Kudancin China ta ci gaba da yin rauni, kuma sha'awar sake cika ƙasa ba ta yi yawa ba, kuma tayin shine yuan 15200-15800/ton. Kasuwar resin epoxy na ruwa ta Gabashin China tana da kasuwar iskar gas mai sauƙi, farashin resin ya faɗi zuwa layin farashi, aikin buƙatar ƙasa ya ragu, kuma an ambaci kamfanonin samar da resin a yuan 15,000-15600/ton.
PA6: Farashin ya faɗi da yuan 3,500/ton cikin watanni uku
A watan Fabrairu, yanayin kasuwar PA66 ta cikin gida ya faɗi sannan ya koma gefe. Matsakaicin farashin PA66 na tsohon masana'anta a China shine yuan 21000/ton. A cikin watanni uku da suka gabata, PA66 ya faɗi da yuan 3500/ton kuma a cikin watan da ya gabata da yuan 1500/ton, wanda ya fi 2.33% sama ko ƙasa da matakin farashi a farkon watan. Jimillar nauyin masana'antar PA66 ta cikin gida ya fi 65%, tare da wadataccen kayayyaki a ƙasa, kuma ƙarancin buƙata yana da wuya a canza. Kamfanonin jiragen ƙasa suna buƙatar bin diddigin don kiyaye taurin kayayyaki, kuma suna da juriya mai ƙarfi ga kayayyaki masu tsada. Sunayen samfuran Asahi Asahi 1300S na Japan da DuPont 101L duk suna raguwa a kowane lokaci.
PA66 Farashin gauraye na Zhejiang 2023-02-01-2023-02-28
Matakan allurar tsakiyar sanda:
Bugu da ƙari, wasu bayanai sun nuna cewa duk da cewa kayan masarufi da dama sun tashi da sauri a ƙarƙashin raguwar ƙimar jan hankali da aiki mai kyau na manufofin, akwai kuma kayan da aka samar waɗanda suka faɗi da yuan dubu, kamar DMF, bromine, isoctyl alcohol, zinc ingot da sauransu. Ana iya cewa bayan faɗuwar farashin kayayyaki, ba za a sami kasuwa mai wadata da zafi sosai a ƙasa ba.
Farashin bromine ya faɗi da yuan 8300 a kowace tan zuwa yuan 31,700 a kowace tan, raguwar kashi 20.75%;
Farashin sodium hydroxide ya faɗi da yuan 900/ton zuwa yuan 3833.33/ton, raguwar kashi 19.01%;
Farashin DMF ya faɗi daga yuan 1225 a kowace tan zuwa yuan 5675 a kowace tan, raguwar kashi 17.75%;
Farashin soda mai tsami ya faɗi da yuan 194 a kowace tan zuwa yuan 904 a kowace tan, raguwar kashi 17.67%;
Farashin isobutyral ya faɗi da yuan 1100 a kowace tan zuwa yuan 7,200 a kowace tan, raguwar kashi 13.25%;
Farashin resin epoxy mai ƙarfi ya faɗi da yuan 1100 a kowace tan zuwa yuan 14,400 a kowace tan, raguwar kashi 7.10%;
Farashin N-butanol ya faɗi da yuan 495/tan zuwa yuan 7505/tan, raguwar kashi 6.19%;
Farashin Isobutanol ya faɗi da yuan 442/tan zuwa yuan 7391/tan, raguwar kashi 5.64%;
Farashin methyl acetate ya faɗi da yuan 200/tan zuwa yuan 4,200/tan, raguwar kashi 4.55%;
Farashin resin epoxy mai ruwa ya faɗi da yuan 700 a kowace tan zuwa yuan 15,300 a kowace tan, raguwar kashi 4.38%;
Farashin sinadarin zinc ya faɗi daga yuan 1015/ton zuwa yuan 23455/ton, raguwar kashi 4.15%;
Farashin epichlorohydrin ya faɗi da yuan 358/tan zuwa yuan 8550/tan, raguwar kashi 4.02%;
Farashin aluminum ingot ya faɗi da yuan 420 a kowace tan zuwa yuan 18570 a kowace tan, raguwar kashi 2.21%;
Farashin titanium dioxide (anatase) ya faɗi da yuan 200/tan zuwa yuan 14,300/tan, raguwar kashi 1.38%;
Ya kamata hauhawar farashi da faɗuwar kowace samfura su zama yanayin kasuwa. Mafi girman buƙata, mafi girman farashi, ƙarancin farashi, ƙarancin farashi, ƙarancin farashi. Duk da haka, daga mahangar hauhawar farashin kayayyakin masana'antar sinadarai ta cikin gida a cikin 'yan shekarun nan, ba abu ne mai wahala a sami halayensa ba. Kayayyakin da za su iya "ƙara" farashi suna da halaye masu zuwa:
Na farko, samfuran da ke da shingen fasaha mai girma. Misali, launuka na musamman da rini, masu haɓaka inganci, polymers na zamani, da sauransu, samfuran da ke ɗaukar lokaci da kuɗi mai yawa don tallatawa galibi suna da ƙima mai yawa, tare da halaye da fa'idodi na musamman, kuma suna da kariyar haƙƙin mallaka mai tsauri. Saboda haka, shingayen fasaha nasu suna da yawa, kuma babu wani kamfani a kasuwa da zai iya kwafi su. Basf, DuPont da sauran kamfanoni suna da irin waɗannan samfuran.
Na biyu, kayayyakin sinadarai masu ƙarfi waɗanda ba za a iya maye gurbinsu ba. Misali, PC, PU, LCP, da sauransu, waɗannan samfuran galibi suna da bambanci. Saboda aikinsu na musamman, inganci da dabararsu, babu wani madadin samfuri a kasuwa, don haka kamfanin zai iya daidaita farashin cikin sassauƙa bisa ga buƙatar kasuwa. Yawancin kayan da aka samar daga sarkar masana'antar shafa suna cikin wannan rukuni, don haka kamfanonin shafa suna haɗuwa da "jam" na kamfanonin ƙasashen waje.
A ƙarshe, kayayyakin sinadarai na yanayin oligopoly galibi suna da "gatan" hauhawar farashi. Misali, wasu kamfanoni kaɗan ne ke sarrafa MDI, TDI, titanium pink powder, PVC, PP, da sauransu. Za ku iya cimma burin mallakar kayayyaki ta hanyar sarrafa sarkar samar da kayayyaki, samun masu fafatawa ko haɗakar kayayyaki, da kuma daidaita farashin kayayyaki cikin sauƙi don samun mafi girman riba. Misali, Wanhua Chemical, Luxi da sauran manyan masana'antu galibi suna da matsayi mai ƙarfi.
Wannan kuma ya bayyana muhimman abubuwan da suka faru a shekarar 2023 a fannin Titanium da farin foda, da kuma wasanni uku na Wanhua MDI, yayin da waɗannan kamfanonin da ba sa gasa suna da matuƙar wahala. Mummunan tsarin gasa ya sa masana'antu da kamfanoni su tsira da wahala, kuma haƙƙin yin magana yana da ƙasa sosai. Wataƙila a bi salon shugaban, amma ba za a iya samun gindin zama a kasuwa ba.
Lokacin Saƙo: Maris-10-2023