Uhlolojikelele lwemakethe
Kuleli sonto, intengo yemakethe ye-petroleum coke ixutshiwe. Ngokuxegiswa kancane kancane kwenqubomgomo kazwelonke yokunqanda ubhubhane, ukuthuthwa kwempahla kanye nezokuthutha ezindaweni ezehlukene sekuqalile ukubuyela kwesijwayelekile. Ezinye izinkampani ezansi nomfula zingene emakethe ukuze zigcine futhi zigcwalise izindawo zazo zokugcina izimpahla. Ukubuyiswa kwezimali zezinkampani kuhamba kancane, futhi ingcindezi isekhona, futhi ukuhlinzekwa okuphelele kwemakethe ye-petroleum coke kuningi, okunciphisa ukukhuphuka okubukhali kwamanani e-coke, futhi intengo ye-petroleum coke enenani eliphezulu iyaqhubeka nokwehla. Kuleli sonto, amanani entengo ye-coke yezinye izindawo zokuhlanza zaseSinopec aqhubekile nokwehla. Amanani e-coke kwezinye izindawo zokuhluza ngaphansi kwe-PetroChina ehle ngo-100-750 yuan/ton, futhi amanani e-coke ambalwa kuphela ezindawo zokucwenga ngaphansi kwe-CNOOC ehle ngo-100 yuan/ton. Amanani e-coke ezindawo ezihluzwayo zendawo ayexubile. Ububanzi buyi-20-350 yuan/ton.
Izinto Ezithinta Imakethe Ye-Petroleum Coke Kuleli sonto
I-coke ye-sulphur petroleum emaphakathi nephezulu:
1. NgokweSinopec, intengo yamalahle yamanje isebenza ngezinga eliphansi. Ezinye izindawo zokucwenga zeSinopec zemba amalahle ukuze zisetshenziswe zona. Kule nyanga, umthamo wokuthengiswa kwe-petroleum coke unyukile. Iyunithi yokupheka yavalwa ukuze ilungiswe. I-Changling Refinery ihanjiswe ngokuya nge-3#B, i-Jiujiang Petrochemical kanye ne-Wuhan Petrochemical ithumele i-petroleum coke ngokuya nge-3#B kanye no-3#C; Ingxenye yokuthekelisa yaqala ngoJulayi; I-Maoming Petrochemical eNingizimu ne-China iqale ukuthumela ngaphandle ingxenye ye-petroleum coke yayo kule nyanga, ngokuya ngokuthunyelwa okungu-5#, kwathi i-Beihai Refinery yathunyelwa ngokuya nge-4#A.
2. Esifundeni esisenyakatho-ntshonalanga yePetroChina, intengo ye-petroleum coke e-Yumen Refining and Chemical Co., Ltd. yehliswe ngo-100 yuan/ton kuleli sonto, futhi intengo ye-coke yezinye izindawo zokuhluza bezinzile okwesikhashana. Ngokulungiswa kwenqubomgomo yobhubhane e-Xinjiang kuleli sonto, izinto zokuhamba nezokuthutha zaqala ukuqhubeka kancane kancane; eningizimu-ntshonalanga ye-Yunnan Petrochemical Co., Ltd. Intengo yokubhida yehle kancane ngenyanga nenyanga, futhi ukuthunyelwa kwakwamukelwa.
3. Mayelana nezindawo zokucwenga zasendaweni, iyunithi yokupheka i-Rizhao Lanqiao iqale ukukhiqiza i-coke kuleli sonto, futhi ezinye izindawo zokuhluza zilungise okukhiphayo nsuku zonke. I-coke ngokuvamile i-petroleum coke evamile enokuqukethwe kwesulfure ngaphezu kuka-3.0%, futhi izinsiza zemakethe ze-petroleum coke ezinezici zokulandela umkhondo ezingcono ziyindlala.
4. Mayelana ne-coke ethengwa kwamanye amazwe, inani le-petroleum coke ethekwini liqhubekile nokukhuphuka kuleli sonto. Ichweba laseRizhao lingenise enye i-petroleum coke ethekwini kusenesikhathi, futhi yafakwa endaweni yokugcina kuleli sonto. I-petroleum coke inventory yanda kakhulu. Ngenxa yentshiseko ephansi yamanje yezinkampani zekhabhoni ezansi nomfula wokucosha izimpahla ethekwini, umthamo wokuthunyelwa kwempahla wehlile ngamazinga ahlukahlukene. I-low-sulphur petroleum coke: Ukusebenza kokuhweba kwemakethe ye-coke ye-coke ye-sulphur ephansi yesulfure bekuyisilinganiso kuleli sonto. Ngokulungiswa kwenqubomgomo yokulawula ubhubhane, isimo sezokuthutha ezindaweni ezihlukahlukene siye saba ngcono. Kodwa-ke, ukutholakala okuphelele emakethe kuningi kakhulu okwamanje, futhi intengo kawoyela yomhlaba wonke iyehla iyehla. Imakethe inesimo sengqondo sokulinda nokubona Kuyabhebhetheka, isidingo emakethe esezansi nomfula siyaqhubeka nokuba buthaka, futhi isidingo sekhabhoni yensimbi sibuthakathaka ngasekupheleni konyaka, futhi eziningi zazo ziwukuthenga nje okudingekayo; ukwehla okuqhubekayo kwezindleko zokucubungula i-graphitization kwenze buthaka isidingo sezinkampani zempahla ye-electrode engemihle, engeyinhle ekwenziweni kwemakethe ye-coke ye-sulphur petroleum coke ephansi. Uma sibheka imakethe ngokuningiliziwe kuleli sonto, i-Daqing, Fushun, Jinxi, ne-Jinzhou petrochemical petroleum cokes eNyakatho-mpumalanga yeChina iqhubekile nokuthengisa ngentengo eqinisekisiwe kuleli sonto; Izintengo ze-Jilin Petrochemical petroleum coke zehlisiwe zafika ku-5,210 yuan/ton kuleli sonto; Intengo yakamuva yokubhida ye-Liaohe Petrochemical kuleli sonto ibingu-5,400 yuan/ton; Intengo yakamuva yokubhida ye-Dagang Petrochemical ye-petroleum coke kuleli sonto ingu-5,540 yuan/ton, ukwehla kwenyanga nenyanga. Intengo ye-coke ye-Taizhou Petrochemical ngaphansi kwe-CNOOC yehliselwe ku-5550 yuan/ton kuleli sonto. Kulindeleke ukuthi uphiko lokuphekela luvalwe ukuze lulungiswe kusukela ngoDisemba 10; intengo ye-coke yezinye izindawo zokuhlanza izozinza okwesikhashana kuleli sonto.
Kuleli sonto, intengo ye-coke ye-petroleum coke iyekile ukwehla futhi yazinza. Intengo ye-petroleum coke enenani eliphansi kwezinye izindawo zokuhluzwa iphinde yakhuphuka ngo-20-240 yuan/ton, futhi intengo ye-petroleum coke enenani eliphezulu iqhubekile nokwehla ngo-50-350 yuan/ton. Isizathu: Ngokuphuma kancane kancane kwenqubomgomo kazwelonke yokulawula ubhubhane, izinto zokuhamba nezokuthutha ezindaweni eziningi zaqala ukuqalisa futhi, futhi amanye amabhizinisi amabanga amade aqala ukuqoqa futhi agcwalise izindawo zawo zokugcina izimpahla; futhi ngenxa yokuthi uhlu lwempahla ye-petroleum coke yempahla eluhlaza yamabhizinisi ekhabhoni aphansi komfula selunesikhathi eside luphansi, isidingo semakethe se-petroleum coke kuseyidiphozithi, intengo ye-coke enhle iphindeka kabusha. Njengamanje, izinga lokusebenza lamayunithi okupheka ezindaweni ezicwengisiswayo zendawo lisalokhu lisezingeni eliphezulu, ukuhlinzekwa kwe-petroleum coke ezindaweni zokuhluzwa kwasendaweni kuningi uma kuqhathaniswa, futhi kunezinsiza eziningi ze-petroleum coke enesulfure ephezulu emachwebeni, okuyisithasiselo esihle imakethe, ekhawulela ukukhuphuka okuqhubekayo kwamanani entengo yendawo; Izingcindezi zoxhaso zisekhona. Sekukonke, intengo ye-coke ye-petroleum ecolisisiwe yendawo iyekile ukwehla, futhi intengo ye-coke izinzile kakhulu. Kusukela ngomhla ka-8 kuZibandlela, kube nokuhlolwa oku-5 okuvamile kweyunithi yendawo yokupheka. Kuleli sonto, iyunithi yokupheka i-Rizhao Lanqiao iqale ukukhiqiza i-coke, futhi ukukhishwa kwansuku zonke kwezinto ezihluzwayo ngazinye kuye kwashintshashintsha. Kusukela ngalolo Lwesine, ukukhiqizwa kwansuku zonke kwe-coke yokucwenga ye-petroleum coke bekungamathani angama-38,470, kanti izinga lokusebenza lokucwenga kanye nokupheka kwama-coking lalingu-74.68%, nokunyuke ngo-3.84% kusukela ngesonto eledlule. Kusukela ngalolo Lwesine, ukuthengiselana okujwayelekile kwe-coke enesulfure ephansi (ngaphakathi kwe-S1.5%) yefekthri yangaphambili cishe kungama-yuan angu-4700/ton, ukuthengiselana okujwayelekile kwe-medium-sulphur coke (cishe i-S3.5%) kungu-2640-4250 yuan. /ton; i-high-sulfur ne-high-vanadium coke ( Okuqukethwe kwesibabule cishe ku-5.0%) ukuthengiselana okujwayelekile yi-2100-2600 yuan / ton.
Uhlangothi lokunikezela
Kusukela ngomhla ka-8 kuZibandlela, kube nokuvalwa okujwayelekile okungu-8 kwamayunithi okupheka ezweni lonke. Kuleli sonto, iyunithi yokupheka i-Rizhao Landqiao iqale ukukhiqiza i-coke, futhi ukuphuma kwansuku zonke kwe-petroleum coke kwezinye izindawo zokuhluza kunyukile. Umkhiqizo kazwelonke wansuku zonke we-petroleum coke ubungamathani angu-83,512, kanti izinga lokusebenzisa ama-coke lalingu-69.76%, nokunyuke ngo-1.07% kusukela enyangeni edlule.
Uhlangothi lwesidingo
Kuleli sonto, njengoba inqubomgomo kazwelonke yokunqanda ubhubhane ixegisiwe futhi, izinto zokuhamba nezokuthutha ezindaweni ezihlukahlukene zaqala kabusha ngokulandelana, futhi izinkampani ezingaphansi komfula zijabule kakhulu ukuqoqa futhi zigcwalise izindawo zokugcina izimpahla; Amabhizinisi aqoqa futhi agcwalise izindawo zokugcina izimpahla, ikakhulukazi athenga ngokufunwa.
Inventory
Kuleli sonto, intengo ye-petroleum coke iqhubekile nokwehla ekuqaleni, futhi i-downstream ingene emakethe ilandelana futhi idinga ukuthenga nje. Uhlu lulonke lwezindawo zokuhluza ezifuywayo lwehle lwafinyelela ezingeni eliphansi ukuya kwelimaphakathi; I-petroleum coke engenisiwe isafika eHong Kong muva nje. Njengoba kubekwe phezulu kuleli sonto, ukuthunyelwa kwemikhumbi kwehle, kanti i-port petroleum coke Inventory ikhuphuka ngezinga eliphezulu.
Imakethe yasethekwini
Kuleli sonto, isilinganiso sansuku zonke sokuthunyelwa kwamachweba amakhulu bekungamathani angama-28,880, kanti inani eliphelele lokusungula amachweba lalingamathani ayizigidi ezingu-2.2899, okuwukunyuka ngo-6.65% kusukela enyangeni edlule.
Kuleli sonto, amanani e-petroleum coke ethekwini aqhubekile nokukhula. Ichweba iRizhao lingenise enye i-petroleum coke ethekwini kusenesikhathi, futhi kuleli sonto yafakwa ngokulandelana. Umdlandla wokucosha izimpahla awukho phezulu, nokuthunyelwa kwehlile kwehle ngamazinga ahlukene. Kuleli sonto, inqubomgomo yokuvimbela ubhubhane yasekhaya yaxegiswa kancane kancane, futhi izinto zokuhamba nezokuthutha ezindaweni ezihlukahlukene zaqala kabusha. Amanani e-coke asekhaya ayeke ukwehla futhi azinza. Ingcindezi yezezimali yezinkampani ezikhiqiza ikhabhoni ayikancishiswa ngempumelelo, futhi iningi lazo lithengwa ngokwesidingo kakhulu. Intengo ye-sponge coke ethekwini ihlezi izinzile kuleli sonto; emakethe kaphethiloli i-coke, amanani amalahle asangaphansi kokulawulwa kukahulumeni omkhulu, futhi intengo yemakethe isephansi. Imakethe ye-high-sulphur shot coke Ngokuvamile, isidingo semakethe se-medium ne-low-sulfur shot coke sizinzile; I-coke ye-Formosa Plastics ithintwa ukunakekelwa kwe-Formosa Plastics Petrochemical, futhi izinsiza zamabala ziqinile, ngakho abahwebi bathengisa ngamanani aphezulu.
I-Formosa Plastics Petrochemical Co., Ltd. izoklomelisa ngethenda yokuthunyelwa oku-1 kwe-petroleum coke ngo-December 2022. Ukubhida kuzoqala ngo-November 3 (ngoLwesine), futhi isikhathi sokuvala sizoba ngo-10:00 ngo-November 4 (ngoLwesihlanu).
Isilinganiso senani (FOB) sale bhidi singaba ngu-US$297/ton; idethi yokuthunyelwa isuka kuDisemba 27, 2022 kuya kuDisemba 29, 2022, futhi ukuthunyelwa kuvela e-Mailiao Port, e-Taiwan. Inani le-petroleum coke emkhunjini ngamunye lingamathani angama-6500-7000, kanti okuqukethwe kwesibabule cishe ku-9%. Intengo yokubhida yi-FOB Mailiao Port.
Intengo ye-CIF ye-American sulfur 2% shot coke ngoNovemba icishe ibe ngu-USD 300-310/ton. Intengo ye-CIF ye-US sulfur 3% shot coke ngoNovemba ilinganiselwa ku-US$280-285/ton. Intengo ye-CIF ye-US S5% -6% ye-high-sulfur shot coke ngoNovemba icishe ibe ngu-US$190-195/ton, futhi intengo ye-Saudi shot coke ngoNovemba icishe ibe ngu-US$180-185/ton. Isilinganiso senani le-FOB le-coke yase-Taiwan ngo-December 2022 lilinganiselwa ku-US$297/thani.
I-Outlook
I-Low-sulfur petroleum coke: Isidingo emakethe esezansi nomfula siphansi, futhi ukuthengwa kwemakethe ephansi komfula kuyaqaphela ngasekupheleni konyaka. U-Baichuan Yingfu ulindele ukuthi ezinye izintengo ze-coke emakethe ye-coke ye-coke enesulfure ephansi zisenendawo yokwehla. I-coke ye-petroleum emaphakathi nephezulu-sulphur: Ngokululama kancane kancane kwezinto zokuhamba nezokuthutha ezifundeni ezihlukahlukene, izinkampani ezansi nomfula zisebenza kakhulu ekuqoqeni. Kodwa-ke, ukuhlinzekwa kwe-petroleum coke emakethe kuningi, futhi izinkampani ezansi nomfula ziye zehlise kakhulu amanani entengo. Intengo yemodeli ye-coke ishintshashintsha ngo-100-200 yuan/ton.
Isikhathi sokuthumela: Dec-19-2022