Umnotho wemakethe waseShayina uzokhula kancane kancane ngo-2021. Ukukhiqizwa kwezimboni kuzothuthukisa isidingo sezinto zokusetshenziswa eziningi. Izimboni zezimoto, ingqalasizinda kanye nezinye zizogcina isidingo esihle se-aluminium nensimbi ye-electrolytic. Uhlangothi lwesidingo luzokwakha ukwesekwa okusebenzayo nokuhle kwemakethe ye-petcoke.
Engxenyeni yokuqala yonyaka, imakethe ye-petcoke yasekhaya yayihweba kahle, futhi intengo ye-petcoke ephakathi nendawo nephezulu yesulfure ibonise ukuthambekela okukhuphukayo kokuguquguquka. Kusukela ngoJanuwari kuya kuMeyi, ngenxa yokuntuleka kokunikezwa kanye nesidingo esikhulu, amanani e-coke aqhubeka nokukhuphuka kakhulu. NgoJuni, intengo ye-coke yaqala ukukhuphuka kanye nokunikezwa, kanti amanye amanani e-coke ehla, kodwa intengo yemakethe iyonke yayisadlula isikhathi esifanayo ngonyaka odlule.
Ukushintshashintsha kwemakethe jikelele kwikota yokuqala bekukuhle. Isekelwa yimakethe eseceleni kwesidingo ngesikhathi seNtwasahlobo, intengo ye-petroleum coke ibonise ukuthambekela okukhuphukayo. Kusukela ngasekupheleni kukaMashi, intengo ye-coke ephakathi nephezulu yesulfur esikhathini sokuqala ikhuphuke yaya ezingeni eliphezulu, futhi imisebenzi yokwamukela engezansi iye yehla, futhi amanani e-coke kwezinye izindawo zokuhluza ehlile. Njengoba ukulungiswa kwe-petcoke yasekhaya kwakugxile kwikota yesibili, ukunikezwa kwe-petcoke kwehle kakhulu, kodwa ukusebenza kwesidingo kwakwamukelekile, okusese ukusekelwa okuhle kwemakethe ye-petcoke. Kodwa-ke, kusukela ngoJuni kwaqala ukukhiqiza kabusha ngokuvuselelwa kwefektri yokuhluza, i-aluminium ye-electrolytic eNyakatho naseNingizimu-ntshonalanga yeShayina yayivame ukuveza izindaba ezimbi. Ngaphezu kwalokho, ukushoda kwemali embonini ye-carbon ephakathi kanye nesimo sengqondo sokungaguquki emakethe kuvimbele isigqi sokuthenga sezinkampani ezisezansi. Imakethe ye-coke iphinde yangena esigabeni sokuhlanganiswa.
Ngokusho kokuhlaziywa kwedatha kweLongzhong Information, intengo emaphakathi ye-2A petroleum coke ingu-2653 yuan/ton, ukwanda kwentengo okumaphakathi konyaka okungu-1388 yuan/ton engxenyeni yokuqala ka-2021, ukwanda okungu-109.72%. Ekupheleni kukaMashi, amanani e-coke akhuphuke afinyelela ku-2,700 yuan/ton engxenyeni yokuqala yonyaka, ukwanda konyaka nonyaka okungu-184.21%. Intengo ye-3B petroleum coke ithintwe kakhulu ukulungiswa kwezindawo zokuhluza. Intengo ye-coke yaqhubeka nokukhuphuka kwikota yesibili. Maphakathi noMeyi, intengo ye-coke yakhuphukela ku-2370 yuan/ton engxenyeni yokuqala yonyaka, ukwanda konyaka nonyaka okungu-111.48%. Imakethe ye-coke ene-sulfur ephezulu isahweba, kanti intengo emaphakathi engxenyeni yokuqala yonyaka ingu-1455 yuan/ton, okuwukwenyuka okungu-93.23% unyaka nonyaka.
Iqhutshwa yintengo yezinto zokusetshenziswa, intengo ye-coke ye-sulfur calcined coke yasekhaya engxenyeni yokuqala ka-2021 ibonise ukuthambekela kokukhuphuka. Ukuhweba okuphelele kwemakethe ye-calcined bekukuhle, futhi ukuthengwa kwezidingo bekuzinzile, okuyinto enhle ekuthunyelweni kwamabhizinisi ane-calcined.
Ngokusho kokuhlaziywa kwedatha kweLongzhong Information, engxenyeni yokuqala ka-2021, intengo emaphakathi ye-sulphur calcined coke yayingu-2,213 yuan/ton, ukwanda kwama-yuan angu-880/ton uma kuqhathaniswa nengxenye yokuqala ka-2020, ukwanda kwama-66.02%. Kwikota yokuqala, imakethe ye-high-sulfur iyonke yathengiswa kahle. Kwikota yokuqala, i-cargo calcined coke ejwayelekile enokuqukethwe kwe-sulfur okungu-3.0% yakhushulwa ngama-yuan angu-600/ton, kanti intengo emaphakathi yayingu-2187 yuan/ton. Okuqukethwe kwe-sulfur kokuqukethwe kwe-vanadium okungu-3.0% kwe-300PM calcined coke kukhuphuke ngama-yuan angu-480/ton, ngentengo emaphakathi engu-2370 yuan/ton. Kwikota yesibili, ukunikezwa kwe-petroleum coke ephakathi nendawo nephezulu e-sulfur eShayina kwehle futhi intengo ye-coke yaqhubeka nokukhuphuka. Kodwa-ke, izinkampani ze-carbon ezingezansi zinentshiseko yokuthenga elinganiselwe. Njengesixhumanisi esiphakathi emakethe yekhabhoni, izinkampani ze-calcining azinalo izwi eliningi phakathi kwemakethe yekhabhoni. Inzuzo yokukhiqiza iyaqhubeka nokwehla, izingcindezi zezindleko ziyaqhubeka nokukhula, futhi amanani e-calcined coke akhuphuka. Izinga lokukhula lehlile. Kusukela ngoJuni, ngokutholakala kokunikezwa kwe-coke yasekhaya ephakathi nephezulu ye-sulfur, intengo ye-coke ethile yehla kanye nayo, futhi inzuzo yamabhizinisi e-calcining yaphenduka inzuzo. Intengo yokuthengiselana ye-coke ejwayelekile ye-calcined cargo enokuqukethwe kwe-sulfur okungu-3% yalungiswa yaba yi-2,650 yuan/ton, kanye nokuqukethwe kwe-sulfur okungu-3.0% kanye ne-vanadium kwaba yi-300PM. Intengo yokuthengiselana ye-coke ye-calcined yakhuphuka yaya ku-2,950 yuan/ton.
Ngo-2021, intengo yasekhaya yama-anode abhakiwe kusengaphambili izoqhubeka nokukhuphuka, ngokukhuphuka okuhlanganisiwe kwama-yuan angu-910/ton kusukela ngoJanuwari kuya kuJuni. Kusukela ngoJuni, intengo yokuthenga esezingeni elifanele yama-anode abhakiwe kusengaphambili eShandong ikhuphuke yaya kuma-yuan angu-4225/ton. Njengoba amanani ezinto zokusetshenziswa eqhubeka nokukhuphuka, ingcindezi yokukhiqiza yezinkampani zama-anode abhakiwe kusengaphambili ikhuphuke kakhulu. NgoMeyi, intengo ye-coal tar pitch ikhuphuke kakhulu. Isekelwa yizindleko, intengo yama-anode abhakiwe kusengaphambili ikhuphuke kakhulu. NgoJuni, njengoba intengo yokulethwa kwe-coal tar pitch yehla, intengo ye-petroleum coke yalungiswa kancane, futhi inzuzo yokukhiqiza yamabhizinisi ama-anode abhakiwe kusengaphambili yabuya.
Kusukela ngo-2021, imboni ye-aluminium ye-electrolytic yasekhaya igcine ukuthambekela kwamanani aphezulu kanye nenzuzo ephezulu. Inzuzo ngethani lentengo ye-aluminium ye-electrolytic ingafinyelela ku-5000 yuan/ton, kanti izinga lokusetshenziswa kwamandla okukhiqizwa kwe-aluminium ye-electrolytic yasekhaya lake lagcinwa cishe ku-90%. Kusukela ngoJuni, ukuqala okuphelele kwemboni ye-aluminium ye-electrolytic kuye kwehla kancane. I-Yunnan, i-Inner Mongolia, ne-Guizhou ziye zandisa ngokulandelana ukulawula izimboni ezisebenzisa amandla amaningi njenge-aluminium ye-electrolytic. Ngaphezu kwalokho, isimo sokususwa kwe-aluminium ye-electrolytic siqhubekile nokukhula. Kusukela ekupheleni kukaJuni, isitokwe se-aluminium ye-electrolytic yasekhaya sehle saya cishe ku-850,000 amathani.
Ngokusho kwedatha evela ku-Longzhong Information, umkhiqizo we-aluminium kagesi wasekhaya engxenyeni yokuqala ka-2021 wawucishe ube ngamathani ayizigidi ezingu-19.35, ukwanda kwamathani ayizigidi ezingu-1.17 noma u-6.4% unyaka nonyaka. Engxenyeni yokuqala yonyaka, isilinganiso sentengo ye-aluminium yendawo yasekhaya eShanghai sasingu-17,454 yuan/ton, ukwanda kwama-yuan angu-4,210/ton, noma u-31.79%. Intengo yemakethe ye-aluminium kagesi yaqhubeka nokushintshashintsha kusukela ngoJanuwari kuya kuMeyi. Maphakathi noMeyi, intengo ye-aluminium yendawo eShanghai yenyuka kakhulu yaya kuma-yuan angu-20,030/ton, yafinyelela ezingeni eliphezulu lentengo ye-aluminium kagesi engxenyeni yokuqala yonyaka, yakhuphuka ngama-yuan angu-7,020/ton unyaka nonyaka, ukwanda kwama-53.96%.
Isibikezelo se-Outlook:
Kusenezinhlelo zokulungisa ezinye izindawo zokuhluza zasekhaya engxenyeni yesibili yonyaka, kodwa njengoba ukulungiswa kwangaphambi kokulungiswa kwezindawo zokuhluza kuqala ukukhiqiza i-coke, ukuhlinzekwa kwe-petcoke yasekhaya kunomthelela omncane. Izinkampani zekhabhoni ezingezansi ziqale ngokulinganisela, futhi imakethe ye-aluminium ye-electrolytic electrolytic ingase yandise ukukhiqizwa futhi iqalise kabusha amandla okukhiqiza. Kodwa-ke, ngenxa yokulawulwa kwe-dual-carbon target, izinga lokukhula komkhiqizo kulindeleke ukuthi lilinganiselwe. Ngisho nalapho izwe lilahla imali egciniwe ukuze kuncishiswe ingcindezi yokuphakelwa, intengo ye-aluminium ye-electrolytic isalokhu igcina umkhuba wokushintshashintsha okuphezulu. Njengamanje, amabhizinisi e-aluminium ye-electrolytic anenzuzo, futhi i-terminal isenokusekelwa okuhle emakethe ye-petcoke.
Kulindeleke ukuthi engxenyeni yesibili yonyaka, ngenxa yethonya lokutholakala kanye nesidingo, amanye amanani e-coke angase alungiswe kancane, kodwa jikelele, amanani e-coke kaphethiloli asekhaya aphakathi nendawo kanye ne-sulfur ephezulu asasebenza ezingeni eliphezulu.
Isikhathi sokuthunyelwe: Julayi-23-2021