Ⅰ.Binciken Babban Abubuwan Tasiri
1. Tasirin manufofin tsaka tsaki na carbon
A yayin taron Majalisar Dinkin Duniya karo na 75 a 2020, China ta ba da shawarar hakan “fitar da iskar carbon dioxide ya kamata ya tashi 2030 kuma cimma nasarar kawar da carbon ta 2060”.
A halin yanzu, An shigar da wannan buri a hukumance a cikin tsarin gudanarwa na gwamnatin kasar Sin, duka a tarurrukan jama'a da manufofin kananan hukumomi.
Dangane da fasahar samar da kayayyaki na kasar Sin a halin yanzu, sarrafa iskar carbon a cikin ɗan gajeren lokaci zai iya rage samar da ƙarfe kawai. Saboda haka, daga macro forecast, za a rage samar da karfe a nan gaba.
Wannan al'amari ya bayyana a cikin da'awar da gwamnatin gundumar Tangshan ta fitar, Babban mai samar da karafa na kasar Sin, a watan Maris 19,2021, kan bayar da rahoton matakan takaita samarwa da rage hayakin karafa da kamfanonin karafa.
Sanarwa tana buƙatar haka, ban da 3 daidaitattun kamfanoni ,14 na sauran masana'antu sun iyakance zuwa 50 samarwa ta Yuli ,30 zuwa Disamba, kuma 16 zuwa Disamba.
Bayan fitar da wannan takarda a hukumance, Farashin karfe ya tashi sosai. (don Allah a duba hoton da ke ƙasa)
Source: MySteel.com
2. Matsalolin fasaha na masana'antu
Don cimma burin kawar da carbon dioxide, ga gwamnati, baya ga iyakance samar da masana'antu da manyan iskar carbon, wajibi ne a inganta fasahar samar da kamfanoni.
A halin yanzu, jagorancin fasahar samar da tsabta a kasar Sin shine kamar haka:
- Karfe tanderun lantarki maimakon na gargajiya tanderun karfe.
- Ƙarfe na makamashin hydrogen ya maye gurbin tsarin gargajiya.
Tsohon farashin yana ƙaruwa da 10-30% saboda karancin kayan da ake da su, albarkatun wutar lantarki da matsalolin farashi a kasar Sin, yayin da na karshen yana buƙatar samar da hydrogen ta hanyar ruwan lantarki, wanda kuma an takaita shi da albarkatun wuta, kuma farashin yana ƙaruwa da 20-30%.
A cikin gajeren lokaci, Karfe samar Enterprises fasahar haɓaka matsaloli, ba zai iya saurin cika buƙatun rage fitar da iska ba. Don haka iyawa a cikin gajeren lokaci, yana da wuya murmurewa.
3. Tasirin hauhawar farashin kayayyaki
Ta hanyar karanta rahoton aiwatar da manufofin kudi na kasar Sin wanda babban bankin kasar Sin ya fitar, mun gano cewa sabuwar cutar ta kambi ta shafi aikin tattalin arziki sosai, ko da yake kasar Sin sannu a hankali ta dawo da samar da kayayyaki bayan kwata na biyu, amma a koma bayan tattalin arzikin duniya, domin tada hankalin gida, na biyu, kashi na uku da na hudu sun amince da tsarin sa hannun jari.
Wannan kai tsaye yana haifar da haɓakar kuɗin kasuwa, haifar da mafi girma farashin.
PPI tana girma tun watan Nuwamban bara, kuma karuwa ya karu a hankali. (PPI wani ma'auni ne na yanayi da matsayi na canji a tsoffin farashin masana'antu na masana'antu)
Source: Ofishin Kididdiga na kasar Sin
Ⅱ.Kammalawa
Karkashin tasirin siyasa, Kasuwar karafa ta kasar Sin yanzu tana gabatar da rashin daidaito tsakanin wadata da bukata a cikin gajeren lokaci. Duk da cewa samar da ƙarfe da karafa ne kawai a yankin Tangshan ke da iyaka a yanzu, bayan shigar da lokacin kaka da lokacin hunturu a cikin rabin na biyu na shekara, Hakazalika za a daidaita kamfanonin samar da tama da karafa a wasu sassan arewacin kasar, wanda zai iya haifar da ƙarin tasiri a kasuwa.
Idan muna son magance wannan matsalar daga tushe, muna bukatar kamfanonin karafa don inganta fasaharsu. Amma bisa ga bayanai, wasu manyan kamfanonin karafa mallakin gwamnati ne kawai ke gudanar da sabon matukin fasaha. Don haka, ana iya hasashen cewa wannan rashin daidaiton buƙatun zai dawwama a ƙarshen shekara.
A cikin yanayin cutar, Duniya gabaɗaya ta ɗauki tsarin kuɗi mara kyau, Kasar Sin ba ta bar baya da kura ba. Ko da yake, farawa a 2021, gwamnati ta dauki wani tsari mai karfi na kudi don rage hauhawar farashin kayayyaki, watakila zuwa wani mataki na dakile tashin farashin karafa. Duk da haka, karkashin tasirin hauhawar farashin kayayyaki daga kasashen waje, sakamako na ƙarshe yana da wuya a tantance.
Game da farashin karfe a rabi na biyu na shekara, muna tunanin cewa zai ɗanɗana ya tashi a hankali.
Ⅲ.Magana
[1] Bukatar zama “mai tsanani”! Kololuwar carbon da tsaka tsaki na carbon suna haifar da ingantaccen haɓaka masana'antar ƙarfe.
[2] Wannan taron ya shirya da “14Tsari na Shekara Biyar” don aikin haɓakar carbon da tsaka tsaki na carbon.
[3] Iron da Karfe Tangshan: Ƙuntataccen samarwa na shekara-shekara ya wuce 50%, kuma farashin ya hau sabon tsayi na shekaru 13.
[4] Bankin jama'ar kasar Sin. Rahoton aiwatar da manufofin kudi na kasar Sin na Q1-Q4 2020.
[5] Ofishin Birnin Tangshan na Ƙungiyar Jagora don Kariya da Kula da Gurbacewar yanayi. Sanarwa akan Bayar da Rahoton Ƙuntatawar Samar da Ma'aunin Rage Fitarwa don Kamfanonin Masana'antar Karfe.
[6]WANG Guo-jun，ZHU Qing-de，WEI Guo-li.Cost Kwatancen Tsakanin Karfe na EAF da Karfe Mai Sauya,2019[10]
Disclaimer:
Ƙarshen rahoton don tunani ne kawai.