Fiye da shekaru 20 na ƙwarewar OEM da ODM a fannin sabis.

Masana'antar Karfe/Ƙarfe: Farashin Ma'adinan Ƙarfe da Ƙarfe Ya Haura Zuwa Babban Matsayi

Farashin ma'adinan ƙarfe ya kai matsayi mafi girma a tarihi, inda farashin kayayyakin ƙarfe na cikin gida na China shi ma ya tashi zuwa matsayi mafi girma. Duk da cewa lokacin hutun bazara yana gaba, hauhawar farashin ƙarfe na iya ci gaba idan matsalolin dangantaka tsakanin China da Ostiraliya suka ci gaba da wanzuwa kuma idan shirin China na rage samar da ƙarfe ya cika.

Farashin ma'adinan ƙarfe ya haura dala 200 a kowace tan, wanda ya kasance mafi girma a tarihi

A ranar 10 ga Mayu, farashin ma'adinan ƙarfe da aka shigo da su daga ƙasar Sin daga ƙasar Ostiraliya ya tashi da kashi 8.7% zuwa mafi girman darajar dalar Amurka $228/ton (Fe61.5%, CFR). Farashin ma'adinan ƙarfe ya tashi da kashi 44.0% a wannan shekarar da kuma kashi 33.5% a wannan watan. Haɗakar batutuwan kuɗi da siyasa, da kuma yanayin wadata da buƙata, sune suka haifar da ƙaruwar. Ƙungiyar Karfe ta Duniya ta yi hasashen a watan Afrilu cewa amfani da ƙarfe a duniya da kuma na ƙasar Sin zai haura da kashi 5.8% a shekarar 2021 da kuma kashi 3.0% a shekarar 2021. Duk da cewa gwamnatin ƙasar Sin ta ambaci buƙatar rage yawan fitar da ƙarfe don rage fitar da hayakin carbon, matsakaicin yawan fitar da ƙarfe da China ke yi a kowace rana ya kai tan miliyan 2.4 (+19.3% a shekarar 2021) a cikin kwanaki goma na ƙarshe na watan Afrilu, wanda kuma wani sabon matsayi ne.

Kwanan nan China ta sanar da kawo karshen tattaunawar tattalin arziki mai zurfi da Australia, lamarin da ya haifar da fargabar cewa takaddamar da ke tsakanin kasashen biyu za ta dade. China na shigo da kusan kashi 80% na ma'adinan ƙarfenta, kuma dogaro da ita ga Australia (kashi 61% na kayayyakin da ake shigowa da su) wani abu ne da ke haifar da hauhawar farashin ma'adinan ƙarfe. Abin lura shi ne, China ta nuna isa ga kwal, amma farashin kwal ya yi rauni.

Farashin ƙarfe a kowane lokaci yana da girma kuma yana da ƙarfi na ɗan lokaci

A ranar 10 ga Mayu, farashin HR a Shanghai ya haura da kashi 5.9% zuwa RMB6,670/ton, wanda ya kasance mafi girma a tarihi. Matsakaicin farashin HR a ƙasar shi ma ya tashi da kashi 6.5% yy zuwa RMB6,641/ton. Farashin ƙarfe ya tashi sosai saboda hauhawar farashin ma'adinan ƙarfe da kuma shirin gwamnatin China na rage ƙarfin samar da ƙarfe. Hukumar Ci Gaba da Gyaran Ƙasa ta China da Ma'aikatar Masana'antu da Fasahar Bayanai sun ba da umarnin rage ƙarfin samarwa a yankunan da ke da gurɓataccen iska (Jing-Jin-Ji, Yangtze Delta, da Pearl River Delta) daga watan Yuni.

Shugaban China Xi ya yi ikirarin cewa fitar da hayakin carbon da China ke fitarwa zai kai kololuwa nan da shekarar 2030, kuma kasar za ta kasance ba ta dauke da sinadarin carbon nan da shekarar 2060. A watan Janairu, gwamnatin China ta ce za ta rage samar da karfe a wannan shekarar domin rage fitar da hayakin carbon. Idan rage samar da karfe ya bayyana, hakan zai haifar da hauhawar farashin kayayyakin karfe. Dangantaka tsakanin China da Australia za ta iya haifar da hauhawar farashin ma'adinan ƙarfe, kuma ana sa ran manufar rage samar da kayayyaki ta gwamnatin China za ta tsawaita hauhawar farashin karfe.

 

Kumfa na iya tasowa a cikin tarin ƙarfe.

Annobar ta durkusar da masana'antar ƙarfe ta Amurka a bazarar da ta gabata, inda ta tilasta wa masana'antun dakatar da samarwa yayin da suke fafutukar tsira daga durkushewar tattalin arzikin da ke tafe. Amma yayin da ake fara murmurewa, masana'antun sun yi jinkirin ci gaba da samarwa, kuma hakan ya haifar da ƙarancin ƙarfe mai yawa.

Yanzu, sake buɗe tattalin arziki yana haifar da ƙaruwar ƙarfe har wasu sun gamsu cewa zai ƙare da hawaye.

"Wannan zai ɗauki ɗan lokaci kaɗan. Ya dace a kira wannan kumfa," in ji Timna Tanners, mai sharhi kan harkokin banki, ta hanyar amfani da "kalmar banza" da masu sharhi kan hannun jari daga manyan bankuna ke gujewa.

Bayan da farashin ƙarfe mai ƙarfi na Amurka ya faɗi ƙasa da dala $460 a bara, farashin ƙarfe mai ƙarfi na Amurka yanzu ya kai kusan dala $1,500 a kowace tan, mafi girma da ya ninka matsakaicin shekaru 20 sau uku.

Hannun jarin ƙarfe suna cin wuta. Kamfanin US Steel, wanda ya faɗi ƙasa a watan Maris da ya gabata a lokacin da ake fargabar fatara, ya tashi da kashi 200% cikin watanni 12 kacal. Nucor ya karu da kashi 76% a wannan shekarar kawai.

Duk da cewa "ƙarancin da firgici" na ɗaga farashin ƙarfe da hannun jari a yau, Tanners ta yi hasashen koma-baya mai raɗaɗi yayin da wadatar kayayyaki ke cika abin da ta bayyana a matsayin abin da ba shi da ban sha'awa.

"Muna tsammanin wannan zai gyara - kuma sau da yawa idan ya gyara, yana yin gyara fiye da kima," in ji Tanners, wani kwararre a masana'antar karafa na shekaru ashirin wanda ya rubuta wani rahoto a makon da ya gabata mai taken "Hannun ƙarfe a cikin kumfa."

'Kadan kumfa'

Phil Gibbs, darektan binciken hannun jarin karafa a KeyBanc Capital Markets, ya yarda cewa farashin karafa yana kan matakin da ba za a iya jurewa ba.

"Wannan zai zama kamar man fetur na dala $170 a kowace ganga. A wani lokaci, mutane za su ce, 'Idan wannan, ba zan tuƙi ba, zan hau bas,'" Gibbs ya shaida wa CNN Business. "Gyaran zai yi tsauri sosai. Kawai batun lokaci ne da kuma yadda zai faru."

 

Duk da hauhawar farashi, buƙatar ƙarfe ta yi tashin gwauron zabi

 

Maudu'in wannan makon:Farashin ƙarfe na China ya ƙaru a kan farashin kayan masarufi da ba a taɓa yin irinsa ba

Amma har yanzu buƙatar ta yi yawa, wani ɓangare saboda shirin murmurewa na duniya bayan annobar COVID-19.

duk masu yin ƙarfe suna neman ma'adinan ƙarfe a kasuwa cikin matsananciyar wahala.

 

A matsayin ɗaya daga cikin manyan masana'antun bawuloli a China

Kamfanin Injiniya na NORTECH Limited, yana da babban tasiri ga wannan yanayin kasuwa.

Mun fuskanci sanarwar gaggawa daga masana'antun masana'antu, mafi mahimmancin masu samar da sassan bawul.

Duk farashin da aka riga aka lissafa ba su da inganci kuma.

Ƙarawa nan take da CNY 1000 (US$ 154) kowace tan don simintin ƙarfe/ƙarfe, yana nufin ƙaruwar kashi 8% ga simintin ƙarfe da kuma ƙaruwar kashi 13% ga simintin ƙarfe.

Ga yawancin masana'antun bawul na kasar Sin waɗanda ke da riba a cikin kashi 10%, zai cinye ribar ko ma ya haifar da asara.

 

Har zuwa yanzu, mun sanar da abokan cinikinmu wannan yanayi da kuma yiwuwar karuwar farashi.

Za mu yi shawarwari kan sabon farashi da abokan ciniki idan kasuwa ta lafa.

 

Za mu ci gaba da samar da inganci mai kyaubawuloli na malam buɗe ido,bawuloli na ƙofa,bawuloli na ƙwallo,duba bawulolikumamasu tacewaga abokan cinikinmu.

Don Allah kada ku yi jinkirin tuntuɓar mu idan kuna da buƙata.


Lokacin Saƙo: Mayu-14-2021