Uhlangothi olubi lwesidingo luyanyuswa, futhi intengo yenaliti ye-coke iyaqhubeka nokukhuphuka.

1. Uhlolojikelele lwemakethe yenaliti ye-coke e-China
Kusukela ngo-Ephreli, intengo yemakethe ye-need coke e-China ikhuphuke ngama-yuan angama-500-1000.Mayelana nokuthumela izinto ze-anode, amabhizinisi ajwayelekile anama-oda anele, futhi ukukhiqizwa nokuthengiswa kwezimoto zamandla amasha kunyukile, okugcina ukukhiqizwa nokuthengisa kudlondlobala.Ngakho-ke, i-needle coke iseyindawo eshisayo ekuthengeni imakethe, futhi ukusebenza kwemakethe ye-coke ephekiwe kuphakathi, kodwa ukuqaliswa kwemakethe kulindeleke ukuthi kukhuphuke ngoMeyi, lapho ukuthunyelwa kwemakethe ye-coke ephekiwe kuzothuthuka.Kusukela ngo-Ephreli. Ngomhlaka-24, uhla lwamanani emakethe yenaliti ye-coke e-China yi-11,000-14,000 yuan/ton ye-coke ephekiwe;I-coke eluhlaza yi-9,000-11,000 yuan/ton, futhi intengo yokuthengiselana evamile ye-coke yenaliti yamafutha engenisiwe yi-1,200-1,500 USD/ton;I-Coke yi-2200-2400 USD/ton;Intengo yokwenziwayo evamile ye-coke yenaliti yamalahle engenisiwe ngu-1600-1700 USD/ton.

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2. i-downstream iqala ukukhuphuka, futhi isidingo se-coke yenaliti sihle.Ngokwe-graphite, imakethe yensimbi yesithando somlilo kagesi yaqala kancane kunalokho obekulindelwe.Ekupheleni kuka-Ephreli, izinga lokusebenza kwemakethe yensimbi yesithando somlilo lalicishe libe ngama-72%.Ngaphansi komthelela wesimo esiwubhubhane sakamuva, ezinye izindawo bezingaphansi kokulawulwa okuvaliwe, futhi ukukhiqizwa kanye nesidingo sensimbi esingezansi komfula bekusavinjelwe, futhi izigayo zensimbi zazingaqalwanga kahle.Ikakhulukazi, ezinye izigayo zensimbi yesithando somlilo kagesi, ngaphansi kwethonya elibuthakathaka lensimbi yokugcina, ezinye izigayo zensimbi yesithando somlilo zilawula ukukhiqizwa kwazo ngokuzimela, futhi ukusetshenziswa kwama-electrode e-graphite kwehla.Izigayo zensimbi zazithenga kakhulu izimpahla uma zifunwa.Ukusebenza kwemakethe kwe-graphite electrode kuyisilinganiso, futhi ukuthunyelwa okuphelele kwe-coke ye-coke ephekiwe yenaliti kuyisicaba.Mayelana nezinto ze-anode, ukwakhiwa ngo-April kulindeleke ukuthi kube cishe ku-78%, okungaphezulu kancane kwalokho ngo-March.Kusukela ekuqaleni kuka-2022, izinto ze-anode zidlule ama-electrode egraphite ukuze zibe isiqondiso esikhulu sokugeleza kwenaliti ye-coke e-China.Ngokukhula kwesikali semakethe, isidingo sezinto ze-anode zemakethe yezinto ezingavuthiwe sikhula usuku nosuku, futhi imiyalo ye-coke yenaliti yanele, futhi abanye abakhiqizi bayashoda.Ngaphezu kwalokho, intengo ye-petroleum coke yemikhiqizo ehlobene nayo ikhuphuke kakhulu muva nje, futhi intengo yeminye imikhiqizo iseduze naleyo ye-need coke.Sithatha i-Fushun Daqing petroleum coke njengesibonelo, ngo-April 24, intengo yangaphambili yemboni yemakethe inyuke ngo-1100 yuan/ton uma kuqhathaniswa nokuqala kwenyanga, ngebanga elingu-17%.Ukuze kwehliswe izindleko noma kwenyuswe inani lokuthengwa kwe-coke yenaliti, amanye amabhizinisi we-anode material akhulise isidingo se-coke eluhlaza.

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3. inani lempahla eluhlaza liphezulu, futhi izindleko ze-coke yenaliti ziphezulu.
Intengo yamazwe ngamazwe kawoyela ongahluziwe yathintwa impi yaseRussia-Ukraine kanye nemicimbi yomphakathi ehlobene, futhi intengo yaguquguquka yakhuphuka, futhi intengo ye-slurry yakhuphuka ngokufanele.Kusukela ngomhla ka-24 Ephreli, intengo yemakethe emaphakathi yayingu-5,083 yuan/ton, ikhuphuke ngo-10.92% kusukela ekuqaleni kuka-April.Mayelana netiyela lamalahle, intengo entsha yemakethe yetiyela lamalahle yaphakanyiswa, eyeseka intengo yetiyela lamalahle.Kusukela ngomhla ka-24 Ephreli, intengo yemakethe emaphakathi yayingu-5,965 yuan/ton, ikhuphuke ngo-4.03% kusukela ekuqaleni kwenyanga.Amanani entengo kawoyela oludaka kanye nethayela lamalahle aphakeme kakhulu, futhi izindleko zemakethe ze-coke yenaliti ziphezulu.

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4. isibikezelo semakethe
Ukuthenga: Kulindeleke ukuthi ukunikezwa kwemakethe yenaliti ye-coke kuqhubeke kwanda ngoMeyi.Ngakolunye uhlangothi, amabhizinisi okukhiqiza inaliti ye-coke esekelwe ku-oyela aqala ngokujwayelekile, futhi alukho uhlelo lokulungisa okwamanje.Ngakolunye uhlangothi, amanye amabhizinisi okulungisa inaliti eyenziwe ngamalahle aqala ukukhiqiza.Ngaleso sikhathi, imishini emisha yafakwa ekukhiqizweni kanye ne-coke yakhiqizwa, futhi ukutholakala kwemakethe kwanda.Sekukonke, izinga lokusebenza lemakethe yenaliti ye-coke ngoMeyi lalingu-45% -50%.Intengo: NgoMeyi, intengo ye-coke yenaliti lisabuswa ukukhuphuka kwethrendi, ngebanga elikhuphukayo lama-yuan angu-500.Izici ezithandwayo eziyinhloko yilezi: ngakolunye uhlangothi, intengo yezinto ezibonakalayo isebenza ezingeni eliphezulu, futhi izindleko ze-coke yenaliti ziphezulu;Ngakolunye uhlangothi, ukwakhiwa kwezinto eziphansi ze-anode kanye nama-electrode e-graphite kuyanda usuku nosuku, ama-oda awanciphi, futhi ukuhweba kwemakethe ye-coke eluhlaza kuyasebenza.Ngesikhathi esifanayo, intengo ye-petroleum coke yemikhiqizo ehlobene ikhuphuke kakhulu, futhi amanye amabhizinisi aphansi angase akhulise ukuthengwa kwe-coke yenaliti, futhi uhlangothi lwesidingo luqhubeka luhle.Kafushane, kulinganiselwa ukuthi intengo ye-coke ephekiwe emakethe ye-coke yenaliti yase-China izoba ngu-11,000-14,500 yuan/ton.I-coke eluhlaza yi-9500-12000 yuan/ton.(Umthombo: Ulwazi lwe-Baichuan)


Isikhathi sokuthumela: Apr-25-2022