Idan aka waiwaya baya kan 2021, nau'ikan da ke da alaƙa da gawayi - gawayi mai zafi, coking coal, da farashin coke na gaba sun sami raguwa da raguwar haɗin gwiwa da ba kasafai ba, wanda ya zama abin da kasuwar kayayyaki ta fi mayar da hankali.Daga cikin su, a farkon rabin shekarar 2021, farashin coke na gaba ya yi saurin canzawa cikin yanayi mai yawa na lokuta da yawa, kuma a cikin rabin na biyu na shekara, kwal mai zafi ya zama babban nau'in nau'ikan da ke haifar da yanayin kasuwar kwal, yana haifar da farashin. na coking kwal da kuma coke nan gaba don canzawa sosai.Dangane da aikin farashin gabaɗaya, coking kwal yana da haɓakar farashi mafi girma tsakanin nau'ikan ukun.Ya zuwa ranar 29 ga Disamba, 2021, babban farashin kwangilar coking coal ya karu da kusan 34.73% a duk shekara, kuma farashin coke da kwal mai zafi ya karu da 3.49% da 2.34% bi da bi.%.
Daga mahangar abubuwan tuki, a farkon rabin shekarar 2021, aikin da ake shirin yi na rage yawan danyen karafa a fadin kasar ya haifar da karuwar da ake sa ran cewa bukatar kwal din zai yi rauni a kasuwa.Koyaya, daga ainihin halin da ake ciki, in ban da masana'antar sarrafa karafa a lardin Hebei don haɓaka ƙuntatawa na samarwa da samar da ɗanyen ƙarfe don raguwa, sauran lardunan ba su aiwatar da shirye-shiryen ragewa ba.A cikin rabin farkon shekarar 2021, yawan danyen karfe ya karu maimakon raguwa, kuma bukatar coking kwal ta yi kyau.Babban matsayi na lardin Shanxi, babban mai samar da kwal da coke, ya gudanar da aikin duba muhalli, kuma bangaren samar da kayayyaki ya sami raguwar raguwar lokaci.) farashin nan gaba ya bambanta sosai.A cikin rabin na biyu na shekarar 2021, masana'antun sarrafa karafa na gida sun yi nasarar aiwatar da manufofin rage yawan danyen karafa, kuma bukatar albarkatun kasa ta yi rauni.Karkashin tasirin hauhawar farashin, farashin coking coal da coke ya kara biyo bayan tashin.Karkashin aiwatar da jerin tsare-tsare don tabbatar da wadata da daidaita farashin, tun daga karshen watan Oktoba na 2021, farashin gawayi iri uku (masu zafi, coking kwal, da coke) sannu a hankali za su koma daidai gwargwado.
A cikin 2020, masana'antar coking ta hanzarta aiwatar da aiwatar da kawar da ƙarfin samarwa da ba a daɗe ba, tare da janyewar kusan tan miliyan 22 na ƙarfin samar da coking a duk shekara.A cikin 2021, ƙarfin coking zai zama sabbin abubuwan tarawa.Bisa kididdigar da aka yi, za a kawar da ton miliyan 25.36 na karfin samar da coking a shekarar 2021, tare da karuwar tan miliyan 50.49 da kuma karuwar tan miliyan 25.13.Duk da haka, duk da cewa ana sake cika ƙarfin samar da coke a hankali, samar da Coke zai nuna rashin ci gaban kowace shekara a 2021. A cewar bayanai daga Ofishin Kididdiga na ƙasa, samar da Coke a cikin watanni 11 na farkon 2021 ya kai tan miliyan 428.39, raguwar 1.6% na shekara-shekara, musamman saboda ci gaba da raguwar ƙarfin amfani da coking.Bayanan binciken ya nuna cewa a cikin 2021, yawan ƙarfin amfani da samfuran duka zai ragu daga 90% a farkon shekara zuwa 70% a ƙarshen shekara.A cikin 2021, babban yankin samar da coking zai fuskanci binciken muhalli da yawa, manufar kare muhalli gaba ɗaya za ta zama mai tsauri, za a haɓaka manufar sarrafa makamashin makamashi a cikin rabin na biyu na shekara, tsarin rage aikin samar da ɗanyen ƙarfe na ƙasa zai kasance. a hanzarta, kuma matsin lamba na manufofin zai fi ƙarfin raguwar buƙatun, wanda zai haifar da haɓakar haɓakar ci gaban kowace shekara a cikin samar da coke.
A cikin 2022, ƙarfin samar da coking na ƙasata zai kasance yana da ƙayyadaddun haɓakar gidan yanar gizo.An kiyasta cewa za a kawar da ton miliyan 53.73 na iya samar da coking a shekarar 2022, tare da karuwar tan miliyan 71.33 da kuma karuwar tan miliyan 17.6.Ta fuskar riba, ribar ko wacce tan na Coke a farkon rabin farkon shekarar 2021 ya kai yuan 727, amma a rabin na biyu na shekarar, da hauhawar farashin coke, ribar kowace tan na coke za ta ragu zuwa yuan 243. kuma ribar nan take kowace tan na coke za ta kai kusan yuan 100 a karshen shekara.Tare da raguwar farashin danyen kwal gabaɗaya, ana sa ran ribar kowace tan na coke za ta dawo cikin shekarar 2022, wanda zai taimaka wajen dawo da wadatar koke.Gabaɗaya, ana sa ran cewa samar da coke na iya ƙaruwa akai-akai a cikin 2022, amma iyakancewa da tsammanin sarrafa lebur na fitar da ɗanyen karfe, sararin haɓakar samar da coke yana iyakance.
Dangane da buƙata, gabaɗayan buƙatar coke a cikin 2021 zai nuna yanayin ƙarfi na gaba da baya mai ƙarfi.A cikin rabin farko na 2021, aikin rage aikin samar da danyen karfe a yawancin yankuna ba a aiwatar da shi yadda ya kamata ba, kuma fitar da danyen karfe da na alade ya karu sosai, yana haifar da bukatar coke don karfafawa;Samfurin ya ci gaba da raguwa, wanda ya haifar da ƙarancin bukatar coke.Bisa ga kididdigar da aka yi, matsakaicin adadin karfen da ake samarwa a kullum na masana'antar karafa 247 a kasar ya kai tan miliyan 2.28, wanda matsakaicin adadin karfe a kowace rana a farkon rabin shekarar 2021 ya kai tan miliyan 2.395, kuma matsakaicin kullum. Yawan narkakkar ƙarfe a rabi na biyu na shekara ya kai tan miliyan 2.165, wanda ya ragu zuwa tan miliyan 2.165 a ƙarshen shekara.Kimanin tan miliyan 2.Bayanai daga Ofishin Kididdiga na Kasa sun nuna cewa a cikin watanni 11 na farko na shekarar 2021, tarin danyen karfe da na alade ya samu ci gaba mara kyau a duk shekara.
A ranar 13 ga Oktoba, 2021, Ma'aikatar Masana'antu da Fasahar Watsa Labarai ta fitar da "Sanarwa kan Ci gaba da Haɓaka Haɓaka Ƙwararrun Masana'antar ƙarfe da Karfe a lokacin dumama a Beijing-Tianjin-Hebei da kewaye a cikin 2021-2022", daga 1 ga Janairu, 2022 zuwa 15 ga Maris, 2022, “2 The staggered samar da rabo na +26 ″ birane karafa masana'antu ba zai zama kasa da 30% na danyen karfe da ake fitarwa a daidai wannan lokacin na bara.Dangane da wannan rabo, matsakaicin fitar da danyen karfe kowane wata a cikin kwata na farko na "2+26" a cikin 2022 ya yi daidai da na Nuwamba 2021, wanda ke nufin cewa buƙatar coke a cikin waɗannan biranen yana da iyakataccen wuri don murmurewa a cikin farkon kwata na 2022, kuma buƙatun zai ƙaru.Ko aiki a cikin Q2 da kuma bayan.Ga sauran larduna, musamman na kudancin kasar, saboda rashin samun wasu matsalolin siyasa, ana sa ran karuwar samar da karafa zai fi na yankin arewa karfi, wanda ke da kyau ga bukatar coke.Gabaɗaya, ana sa ran cewa a ƙarƙashin tushen manufar "dual carbon", har yanzu za a aiwatar da manufar rage fitar da ɗanyen ƙarfe, kuma ba za a tallafa wa buƙatun coke da ƙarfi ba.
Dangane da kididdigar kayayyaki, saboda tsananin bukatar coke a rabin farkon shekarar 2021, yayin da kayan ya samu raguwar raguwar kayayyaki, kayayyaki da bukatu a rabin na biyu na shekara za su ragu a lokaci guda, da kuma kididdigar coke. gabaɗaya zai nuna yanayin destocking.low matakin.A cikin 2022, la'akari da cewa samar da coke yana da ƙarfi kuma yana ƙaruwa, ana iya ci gaba da sarrafa buƙatun, kuma alaƙar samarwa da buƙatu na iya zama sako-sako, akwai haɗarin tarin coke.
Gabaɗaya, samar da coke da buƙatun za su ƙaru a farkon rabin shekarar 2021, kuma duka samarwa da buƙata za su yi rauni a rabin na biyu na shekara.Gabaɗaya wadata da alaƙar buƙatu za su kasance cikin madaidaicin ma'auni, ƙididdiga za ta ci gaba da narkewa, kuma gabaɗayan aikin farashin coke zai kasance mai ƙarfi ta hanyar farashi.A cikin 2022, tare da sake sakin sabon ƙarfin samarwa da kuma dawo da ribar kowace tan na coke, wadatar coke na iya ƙaruwa akai-akai.A bangaren bukatu, tsarin samar da kayan aikin da aka yi a lokacin zafi a cikin kwata na farko zai ci gaba da kawar da bukatar coke, kuma ana sa ran ci gaba da karuwa a cikin kwata na biyu da kuma bayan haka.Ƙarƙashin ƙaƙƙarfan manufofin tabbatar da wadata da daidaita farashin, farashin coking coal da coke zai dawo zuwa tushensa da kuma sarkar masana'antar ƙarfe ta ƙarfe.Yin la'akari da tsammanin canje-canje na lokaci-lokaci a cikin samar da coke da buƙatu, ana tsammanin cewa farashin coke na iya canzawa da rauni a cikin 2022., matsakaicin matsakaici da dogon lokaci farashin mayar da hankali na iya motsawa.