Umnotho wemakethe waseShayina uzokhula kancane kancane ngo-2021. Ukukhiqizwa kwezimboni kuzothuthukisa isidingo senqwaba yezinto zokusetshenziswa.Izimboni zezimoto, ingqalasizinda nezinye zizogcina isidingo esihle se-electrolytic aluminium nensimbi.Uhlangothi lwesidingo luzokwenza usekelo olusebenzayo noluvumayo lwemakethe ye-petcoke.
Engxenyeni yokuqala yonyaka, imakethe ye-petcoke yasekhaya yayihweba kahle, futhi intengo ye-petcoke ephakathi nendawo nephezulu-sulphur yabonisa ukuthambekela okukhuphukayo kokuguquguquka.Kusukela ngoJanuwari kuya kuMeyi, ngenxa yokutholakala okuqinile kanye nesidingo esinamandla, amanani e-coke aqhubeka ekhuphuka kakhulu.NgoJuni, intengo ye-coke yaqala ukukhuphuka ngokuhlinzekwa, futhi ezinye izintengo ze-coke zehla, kodwa intengo yemakethe iyonke zisadlula kude isikhathi esifanayo ngonyaka odlule.
Inzuzo yemakethe iyonke engxenyeni yokuqala yayiyinhle.Isekelwa imakethe eseceleni kwesidingo ezungeze uMkhosi Wasentwasahlobo, intengo ye-petroleum coke ibonise izitayela ezikhuphukayo.Kusukela ngasekupheleni kuka-March, intengo ye-coke ephakathi nendawo nephezulu-sulphur esikhathini sokuqala ikhuphukele ezingeni eliphezulu, futhi imisebenzi yokwamukela ezansi nomfula iyancipha, futhi amanani e-coke kwezinye izindawo zokucwenga awile.Njengoba ukunakekelwa kwe-petcoke kwagxila kakhulu kwikota yesibili, ukuhlinzekwa kwe-petcoke kwehle kakhulu, kodwa ukusebenza ohlangothini lwesidingo kwamukelekile, okusese ukusekela okuhle kwemakethe ye-petcoke.Kodwa-ke, kusukela ngoJuni kuqale ukukhiqiza kabusha ngokulungiswa kabusha kwendawo yokuhluza, i-aluminum ye-electrolytic eNyakatho naseNingizimu-ntshonalanga yeChina ivamise ukudalula izindaba ezimbi.Ngaphezu kwalokho, ukushoda kwezimali embonini ye-carbon emaphakathi kanye nesimo sengqondo se-bearish emakethe kukhawule isigqi sokuthenga sezinkampani eziwela phansi.Imakethe ye-coke isiphinde yangena esigabeni sokuhlanganisa.
Ngokusho kokuhlaziywa kwedatha ye-Longzhong Information, intengo emaphakathi ye-2A petroleum coke ingu-2653 yuan/ton, ukukhuphuka kwentengo okuphakathi konyaka no-1388 yuan/ton engxenyeni yokuqala ka-2021, okukhuphuke ngo-109.72%.Ekupheleni kukaMashi, amanani e-coke akhuphuke afinyelela phezulu ku-2,700 yuan/ton engxenyeni yokuqala yonyaka, okuwukukhuphuka konyaka ngo-184.21%.Intengo ye-3B petroleum coke ithikamezekile kakhulu ukunakekelwa okumaphakathi kwezindawo zokuhluza.Intengo ye-coke iqhubekile nokukhuphuka ngekota yesibili.Maphakathi noMeyi, intengo ye-coke ikhuphuke yafinyelela ku-2370 yuan/ton engxenyeni yokuqala yonyaka, ukukhuphuka konyaka ngonyaka kwe-111.48%.Imakethe ye-coke enesulfure ephezulu isahweba, kanti inani lentengo engxenyeni yokuqala yonyaka liyi-1455 yuan/ton, okuwukukhuphuka ngo-93.23% unyaka nonyaka.
Iqhutshwa intengo yezinto zokusetshenziswa, intengo ye-coke sulphur yasekhaya ebaleni engxenyeni yokuqala ka-2021 ibonise umkhuba wokukhuphuka.Uhwebo lulonke lwemakethe yokubala lwaluluhle uma kuqhathaniswa, futhi ukuthengwa kwempahla ohlangothini lwesidingo kwakuzinzile, okwakuvuna ukuthunyelwa kwamabhizinisi ane-calcined.
Ngokusho kokuhlaziywa kwedatha ye-Longzhong Information, engxenyeni yokuqala ka-2021, inani elimaphakathi le-coke eyenziwe ngesulfure ibingu-2,213 yuan/ton, okuwukunyuka kwama-yuan angama-880/ton uma kuqhathaniswa nengxenye yokuqala ka-2020, okukhuphuke ngo-66.02%.Ngekota yokuqala, imakethe yesibabule esiphezulu iyonke idayiswe kahle.Kwikota yokuqala, i-coke ejwayelekile ye-cargo calcined enokuqukethwe kwesibabule okungu-3.0% inyuswe ngama-yuan angama-600/ton, kanti intengo emaphakathi yayingu-2187 yuan/ton.Okuqukethwe kwesibabule kokuqukethwe kwe-vanadium okungu-3.0% kwe-coke e-calcined engu-300PM kukhuphuke ngo-480 yuan/ton, ngentengo emaphakathi engu-2370 yuan/ton.Kwikota yesibili, ukuhlinzekwa kwe-coke ye-petroleum ephakathi nephezulu e-China yehlile futhi intengo ye-coke yaqhubeka nokukhuphuka.Kodwa-ke, izinkampani zekhabhoni ezansi nomfula zinomdlandla olinganiselwe wokuthenga.Njengesixhumanisi esimaphakathi emakethe yekhabhoni, izinkampani zokubala zinezwi elincane phakathi kwemakethe yekhabhoni.Inzuzo yokukhiqiza iyaqhubeka nokwehla, izingcindezi zezindleko ziyaqhubeka nokwenyuka, futhi amanani e-coke asebaliwe ayakhuphuka Izinga lokukhuphuka lehlile.Kusukela ngo-June, ngokutholwa kwe-coke yasekhaya ephakathi nendawo ephezulu nesibabule, intengo ye-coke yehla kanye nayo, futhi inzuzo yamabhizinisi wokubala yaphenduka inzuzo.Intengo yentengiselwano ye-coke ejwayelekile ye-cargo calcined ene-sulphur content engu-3% yalungiswa yaba ngu-2,650 yuan/ton, kanye ne-sulphur content engu-3.0% kanye ne-vanadium content yayingu-300PM.Intengo yokuthenga ye-coke e-calcined ikhuphuke yafinyelela ku-2,950 yuan/ton.
Ngo-2021, intengo yasekhaya yama-anode abhakwe ngaphambilini izoqhubeka nokukhuphuka, ngokukhuphuka okuhlanganisiwe kwama-yuan angama-910/ton kusukela ngoJanuwari kuya kuJuni.Kusukela ngoJuni, intengo yokuthenga yebhentshimakhi yama-anode abhakwe ngaphambilini e-Shandong ikhuphuke yafinyelela ku-4225 yuan/ton.Njengoba amanani entengo yezinto ezibonakalayo eqhubeka nokukhuphuka, ingcindezi yokukhiqiza yezinkampani ze-anode eziphekwe ngaphambili iye yanda.NgoMeyi, intengo yetiyela yamalahle ikhuphuke kakhulu.Isekelwa izindleko, intengo yama-anode aphekwe ngaphambilini ikhuphuke kakhulu.NgoJuni, njengoba intengo yokulethwa kwetiyela yamalahle yehla, intengo ye-petroleum coke yashintshwa kancane, futhi inzuzo yokukhiqiza yamabhizinisi e-anode abhakwe ngaphambilini yaphinde yavuka.
Kusukela ngo-2021, imboni ye-aluminium ye-electrolytic yasekhaya igcine inkambiso yamanani aphezulu kanye nenzuzo ephezulu.Inzuzo ngethani ngalinye lentengo ye-aluminiyamu ye-electrolytic ingafinyelela ku-5000 yuan/ton, futhi izinga lokusebenzisa amandla okukhiqiza i-aluminium ye-electrolytic lasekhaya liye lagcinwa licishe libe ngu-90%.Kusukela ngoJuni, isiqalo sonke semboni ye-electrolytic aluminium sehle kancane.I-Yunnan, i-Inner Mongolia, ne-Guizhou zikhulise ngokulandelana izimboni ezisebenzisa amandla amaningi njenge-electrolytic aluminium.Ngaphezu kwalokho, isimo se-electrolytic aluminium destocking siye saqhubeka nokwanda.Kusukela ekupheleni kukaJuni, i-inventory ye-electrolytic aluminium yasekhaya Yehliswe yaba ngamathani angaba ngu-850,000.
Ngokusho kwedatha evela ku-Longzhong Information, ukuphuma kwe-aluminium ye-electrolytic yasekhaya engxenyeni yokuqala ka-2021 bekucishe kube ngamathani ayizigidi eziyi-19.35, okuwukunyuka kwamathani ayizigidi eziyi-1.17 noma u-6.4% unyaka nonyaka.Engxenyeni yokuqala yonyaka, isilinganiso sentengo ye-aluminium yendawo yasekhaya e-Shanghai sasingu-17,454 yuan/ton, inyuke ngo-4,210 yuan/ton, noma ngo-31.79%.Intengo yemakethe ye-aluminum ye-electrolytic iqhubekile nokuguquguquka ikhuphuka kusukela ngoJanuwari kuya kuMeyi.Maphakathi noMeyi, intengo ye-aluminium e-Shanghai yenyuka kakhulu yafinyelela ku-20,030 yuan/ton, yafinyelela endaweni ephezulu yentengo ye-aluminium ye-electrolytic engxenyeni yokuqala yonyaka, ikhuphuka ngo-7,020 yuan/thani unyaka nonyaka, nokukhuphuka ngo-53.96%.
Isibikezelo se-Outlook:
Kusenezinhlelo zokunakekela ezinye izindawo zokuhluza ezifuywayo engxenyeni yesibili yonyaka, kodwa njengoba ukunakekelwa kwangaphambili kwezindawo zokuhluzwa kuqala ukukhiqiza i-coke, ukuhlinzekwa kwe-petcoke sekukonke kunomthelela omncane.Izinkampani zekhabhoni eziwela phansi ziqale ngokuzinza, futhi imakethe ye-aluminum ye-electrolytic ingase ikhulise ukukhiqizwa futhi iqalise kabusha umthamo wokukhiqiza.Kodwa-ke, ngenxa yokulawula okuhlosiwe kwekhabhoni ekabili, izinga lokukhula komkhiqizo kulindeleke ukuthi libe nomkhawulo.Ngisho nalapho izwe lilahla imali ebekiwe ukuze kudambise ingcindezi yokuhlinzeka, intengo ye-electrolytic aluminium isawugcina umkhuba wokuguquguquka okuphezulu.Njengamanje, amabhizinisi e-electrolytic aluminium anenzuzo, futhi isiphetho sisenokusekelwa okuthile okuhle kwemakethe ye-petcoke.
Kulindeleke ukuthi engxenyeni yesibili yonyaka, ngenxa yethonya lakho kokubili ukunikezwa nokufunwa, ezinye izintengo ze-coke zingahle zilungiswe kancane, kodwa jikelele, amanani asekhaya aphakathi nendawo kanye ne-high-sulfur petroleum coke amanani asasebenza ezingeni eliphezulu.
Isikhathi sokuthumela: Jul-23-2021