Guddiga Yurub wuxuu aaminsan yahay in kororka dhoofinta Shiinaha ee Yurub uu waxyeello u geystay warshadaha khuseeya ee Yurub. Sannadkii 2020, baahida Yurub ee kaarboonka ayaa hoos u dhacday sababtoo ah hoos u dhaca awoodda wax soo saarka birta iyo cudurka faafa, laakiin tirada alaabta laga soo dhoofiyo Shiinaha ayaa korodhay 12% sannadba sannadka ka dambeeya, saamiga suuquna wuxuu gaaray 33.8%, taasoo ah koror dhan 11.3 boqolkiiba dhibcood; Saamiga suuqa ee shirkadaha midowga shaqaalaha ee Yurub ayaa hoos uga dhacay 61.1% sannadkii 2017 ilaa 55.2% sannadkii 2020.
Baaritaanka kiiska waxaa ku lug lahaa heerar tixraac oo badan sida isku-darka badeecadaha, isha iyo qiimaha kookaha batroolka, kharashyada gaadiidka, korontada iyo habka xisaabinta. Dadka Shiinaha sida Rugta Ganacsiga Shiinaha ee warshadaha farsamada iyo korontada, kooxda Fangda iyo Liaoning dantan ayaa shaki geliyay waxayna aaminsanaayeen in heerarka ay qaateen Guddiga Yurub ay qalloocan yihiin.
Baaritaanka kiiska wuxuu ku lug leeyahay cabbirro badan oo tixraac ah sida isku-darka badeecadaha. Dadka Shiinaha sida Rugta Ganacsiga Shiinaha ee warshadaha farsamada iyo korontada, kooxda Fangda iyo Liaoning dantan dhammaantood waxay su'aal geliyeen in heerarka ay qaateen Guddiga Yurub ay qalloocan yihiin.
Si kastaba ha ahaatee, inta badan racfaanada waxaa diiday Guddiga Yurub iyagoo ku sababeeyay in shirkadaha Shiinaha aysan soo bandhigin halbeeg ama heerar ka wanaagsan ama aan qalloocnayn.
Shiinuhu waa dhoofiye weyn oo elektroodka garaafiga ah. Everbright Securities waxay tilmaamtay in sanadihii ugu dambeeyay, baaritaannada ka hortagga qashin-qubka ee dibadda ee ku saabsan dhoofinta elektroodka garaafiga ee Shiinaha ay ahaayeen kuwo joogto ah, taasoo ay ugu wacan tahay qiimaha hooseeya iyo kor u kaca tartiib tartiib ah ee tayada elektroodka garaafiga ee gudaha, mugga dhoofintana uu sannadba sannadka ka dambeeya kordhay.
Tan iyo 1998, Hindiya, Brazil, Mexico iyo Mareykanka waxay si isdaba joog ah u sameeyeen baaritaanno ka dhan ah qashin-qubka waxayna ku soo rogeen canshuuro ka dhan ah qashin-qubka elektroodhada garaafitka Shiinaha.
Warbixinta Everbright Securities waxay muujinaysaa in meelaha ugu muhiimsan ee Shiinaha laga dhoofiyo elektroodhada graphite ay ka mid yihiin Ruushka, Malaysia, Turkiga, Talyaaniga iyo wixii la mid ah.
Laga bilaabo 2017 ilaa 2018, awoodda wax soo saarka elektroodka graphite ee dibadda ayaa si tartiib tartiib ah u joogsatay. Shirkadaha sida graftech ee Mareykanka iyo Sigri SGL ee Jarmalka ayaa sii waday inay yareeyaan awoodda wax soo saarka, waxayna xireen saddex warshadood oo shisheeye siday u kala horreeyaan, taasoo hoos u dhigtay awoodda wax soo saarka qiyaastii 200000 tan. Farqiga saadka iyo baahida dibadda ayaa sii xoogeystay, taasoo horseeday soo kabashada baahida dhoofinta elektroodka graphite ee Shiinaha.
Shirkadda Everbright Securities waxay saadaalineysaa in mugga dhoofinta elektroodka graphite ee Shiinaha la filayo inuu gaaro 498500 tan sanadka 2025, taasoo ah koror dhan 17% marka loo eego 2021.
Sida laga soo xigtay xogta Baichuan Yingfu, awoodda wax soo saarka elektroodka garaafiga gudaha sannadkii 2021 waxay ahayd 1.759 milyan oo tan. Mugga dhoofinta wuxuu ahaa 426200 tan, iyadoo koror muhiim ah oo sanadba sanadka ka dambeeya ah uu yahay 27%, taasoo ah heerkii ugu sarreeyay isla muddadaas shantii sano ee la soo dhaafay.
Baahida hoose ee elektroodka garaafiga waxaa inta badan ku urursan afar warshadood: sameynta birta foornada korantada, dhalaalinta fosfooraska jaalaha ah ee foornada dhulka hoostiisa ku jirta, xoqidda iyo silikoonka warshadaha, kuwaas oo ay ka mid yihiin baahida loo qabo sameynta birta foornada korantada.
Sida laga soo xigtay tirakoobka xogta Baichuan, baahida loo qabo elektroodhada graphite ee warshadaha birta iyo birta ayaa ka koobnaan doonta qiyaastii kala bar baahida guud ee sanadka 2020. Haddii la tixgeliyo baahida gudaha oo keliya, elektroodka graphite ee lagu isticmaalo foornada korantada ee sameynta birta ayaa ka dhigan qiyaastii 80% wadarta isticmaalka.
Everbright Securities waxay tilmaamtay in elektroodka graphite uu ka tirsan yahay warshadaha isticmaalka tamarta sare iyo qiiqa kaarboonka sare. Iyadoo la beddelayo siyaasadaha laga bilaabo xakamaynta isticmaalka tamarta ilaa xakamaynta qiiqa kaarboonka, qaabka saadka iyo baahida ee elektroodka graphite si weyn ayaa loo horumarin doonaa. Marka la barbardhigo warshadaha birta ee geedi socodka dheer, birta EAF ee geedi socodka gaaban waxay leedahay faa'iidooyin cad oo xakamaynta kaarboonka ah, baahida warshadaha elektroodka graphite-kana waxaa la filayaa inay si dhakhso ah u kordho.
Waqtiga boostada: Abriil-12-2022