Uhlolojikelele lwemakethe
Kuleli sonto, ukuthunyelwa okuphelele kwemakethe ye-petroleum coke kuhlukaniswe. Indawo yase-Dongying eSifundazweni SaseShandong ayizange ivinjwe kuleli sonto, futhi umdlandla wokwamukela izimpahla ezisuka ezansi nomfula wawuphezulu. Ukwengeza, intengo ye-petroleum coke ezindaweni ezihluzwayo zasendaweni ibilokhu yehla, futhi yehle yafinyelela inani eliphansi lomfula. I-downstream ithenga ngokukhuthele kanye nokupheka kwendawo. Intengo yaqala ukukhuphuka; izindawo zokuhluza eziyinhloko zaqhubeka nokuba namanani aphezulu, futhi ezansi nomfula ngokuvamile zazingenamdlandla wokwamukela izimpahla, futhi intengo ye-petroleum coke kwezinye izindawo zokuhluza iqhubekile nokwehla. Kuleli sonto, izindawo zokuhluza zeSinopec zihwebe ngenani elizinzile. Ezinye izintengo ze-coke zezindawo ezihluzwayo zePetroChina zehle ngo-150-350 yuan/ton, futhi ezinye izimboni ze-CNOOC zehlisa amanani azo ama-coke ngo-100-150 yuan/ton. I-petroleum coke yezindawo zokuhluza i-petroleum coke yayeka ukuwa yaphinde yagcwala. Ibanga 50-330 yuan / ton.
Ukuhlaziywa kwezinto ezithinta imakethe ye-petroleum coke kuleli sonto
I-coke ye-petroleum ye-sulphur ephakathi nendawo ephezulu
1. Mayelana nokuhlinzekwa, iyunithi yokupheka ye-Yanshan Petrochemical eNyakatho ye-China izovalwa ukuze igcinwe izinsuku ezingu-8 kusukela ngoNovemba 4, kuyilapho i-Tianjin Petrochemical ilindele ukuthi ukuthengiswa kwangaphandle kwe-petroleum coke kuzokwehla kule nyanga. Ngakho-ke, ukuhlinzekwa okuphelele kwe-high-sulfur petroleum coke eNyakatho yeShayina kuzokwehla, futhi umfula ongezansi uzokhuthazeka kakhulu ekuthatheni impahla. Iphiko le-Jingmen Petrochemical coking endaweni eseceleni komfula livaliwe ukuze lilungiswe kuleli sonto. Ngaphezu kwalokho, i-Anqing Petrochemical coking unit ivaliwe ukuze ilungiswe. Izinsiza ze-medium-sulphur petroleum coke endaweni eseceleni komfula zisaqinile uma kuqhathaniswa; intengo yesifunda sasePetroChina esisenyakatho-ntshonalanga isazinzile kuleli sonto. Ukuthunyelwa okuphelele kuzinzile uma kuqhathaniswa, futhi uhlu lwendawo yokucwenga ngayinye luphansi; intengo ye-petroleum coke ezindaweni ezihluzwayo zendawo iyekile ukwehla futhi yaphinde yagcwala. Kusukela ekupheleni kwesonto eledlule, indawo yokuphatha emile kwezinye izingxenye zeShandong ibingakavinjwa, izinto zokuthutha nezokuthutha ziye zasimama kancane kancane, futhi uhlu lwamabhizinisi ahamba phansi lube sezingeni eliphansi isikhathi eside. , Intshiseko yokwamukela izimpahla iphezulu, futhi ukuncishiswa kukonke kwempahla ye-petroleum coke ezindaweni ezihluzwayo kuye kwabangela ukukhuphuka okuqhubekayo kwamanani entengo ye-petroleum coke. 2. Ngokuphathelene nesidingo esingaphansi komfula, inqubomgomo yokuvimbela ubhubhane kwezinye izindawo iye yaxegiswa kancane, futhi izinto zokuthutha nezokuthutha ziye zasimama kancane. Ukumboza i-inventory yesikhathi eside ephansi ye-petroleum coke, impahla eluhlaza yamabhizinisi angaphansi komfula, amabhizinisi aphansi anesifiso esinamandla sokuthenga, futhi inani elikhulu lokuthengwa liyathengwa emakethe. 3. Ngokwezikhumulo zemikhumbi, i-petroleum coke engenisiwe kuleli sonto igxile kakhulu e-Shandong Rizhao Port, Weifang Port, Qingdao Port Dongjiakou namanye amachweba, futhi i-port petroleum coke inventory iyaqhubeka nokukhula. Njengamanje, indawo yase-Dongying ayivaliwe, i-Guangli Port ibuyele ekuthunyelweni okujwayelekile, kanti i-Rizhao Port isibuyele kwesejwayelekile. , I-Weifang Port, njll. isivinini sokulethwa sisashesha kakhulu. I-Low-sulfur petroleum coke: Imakethe ye-coke ye-coke enesulfure ephansi ihwebe kancane kuleli sonto, nezinye izindawo zokuhluza zenza izinguquko ezincane. Ngasohlangothini lwesidingo, ukuhlinzekwa okuphelele kwemakethe yama-electrode angaphansi komfula kwamukelekile, futhi isidingo se-low-sulfur petroleum coke sizinzile uma kuqhathaniswa; isidingo semakethe sama-electrode e-graphite siyaqhubeka nokuba sicaba; ukwakhiwa kwemboni ye-carbon ye-aluminium kusesezingeni eliphezulu, futhi izinkampani ngazinye zilinganiselwe kwezokuthutha ngenxa yalolu bhubhane. Ngokwemininingwane yemakethe kuleli sonto, intengo ye-Daqing Petrochemical petroleum coke eNyakatho-mpumalanga ye-China izinzile futhi izothengiswa ngentengo eqinisekisiwe kusukela ngomhla ka-6 Novemba; Ukuthengisa, izindawo ezithulile eziwubhubhane ziye zavulwa ngokulandelana, futhi ingcindezi kwezokuthutha iye yadamba; Intengo yakamuva yebhidi ye-Liaohe Petrochemical kuleli sonto yehle yafinyelela ku-6,900 yuan/ton; Intengo ye-coke ye-Jilin Petrochemical yehliselwe ku-6,300 yuan/ton; Ithenda ye-Dagang Petrochemical's petroleum coke eNyakatho China. Izintengo ze-CNOOC ze-CNOOC Asphalt (Binzhou) kanye ne-Taizhou Petrochemical pet coke bezizinzile kuleli sonto, kuyilapho amanani e-petrochemical e-Huizhou ne-Zhoushan petrochemical pet coke ehliswa kancane, futhi ukuthunyelwa okuphelele kwezindawo zokuhluza kwakungekho ngaphansi kwengcindezi.
Kuleli sonto, intengo yemakethe yendawo ye-petroleum coke iyekile ukwehla futhi yaphinde yagcwala. Ekuqaleni, ngenxa yokuphatha okumile kwezinye izindawo eShandong, ukusetshenzwa nokuhamba kwakungasheleli, futhi ukuthuthwa kwezimoto kwaphazamiseka kakhulu. Ngenxa yalokhu, isamba sesilonke se-petroleum coke endaweni yokuhluza yasendaweni yagcwala kakhulu, futhi nomthelela enanini le-coke elicolisisiwe le-petroleum labonakala. . Kusukela ngempelasonto, izindawo zokuphatha ezimile kwezinye izingxenye zeShandong azikavinjwa, izinto zokuthutha nezokuthutha ziye zasimama kancane kancane, futhi uhlu lwamabhizinisi angaphansi komfula lube sezingeni eliphansi isikhathi eside. . Kodwa-ke, ngenxa yomthelela wenani elikhulu le-petroleum coke efika eHong Kong kanye nokuwohloka kwezinkomba eziphelele ze-coke yokucwenga ye-petroleum coke, intengo ye-petroleum coke enesulfure engaphezu kuka-3.0% yenyuka kancane, futhi izinga lakhuphuka kancane. ngaphansi kunokulindelekile. Intshiseko isephezulu, intengo ikhuphuka kakhulu, uhla lokulungiswa kwentengo luyi-50-330 yuan / ton. Esikhathini sokuqala, ezinye izindawo eShandong zathintwa ukuvinjwa kwezinto zokuhamba nezokuthutha, futhi ukusilela emuva kwempahla yabakhiqizi kwakubucayi kakhulu, okwakusezingeni eliphakathi ukuya phezulu; njengoba manje ezinye izindawo e-Shandong sezivuliwe, ezokuthutha ngezimoto sezibuyile, amabhizinisi angaphansi komfula akhuthazeka kakhulu ukwamukela izimpahla, futhi izindawo ezicolisiswayo zendawo sezithuthukisiwe ukuthunyelwa , inani lempahla lilonke lehlele emazingeni aphansi kuya kwaphakathi. Kusukela ngalolo Lwesine, ukuthengiselana okujwayelekile kwe-coke enesulfure ephansi (cishe i-S1.0%) bekuyi-5130-5200 yuan/ton, kanti ukuthengiselana okujwayelekile kwe-medium-sulphur coke (cishe i-S3.0% kanye ne-vanadium ephezulu) bekuyi-3050- 3600 yuan/ton; i-high-sulfur coke I-vanadium coke ephezulu (ene-sulphur content engaba ngu-4.5%) inomsebenzi ojwayelekile we-2450-2600 yuan / ton.
Uhlangothi lokunikezela
Kusukela ngoNovemba 10, kube nokuvalwa okuyi-12 kwamayunithi okupheka ezweni lonke. Kuleli sonto, amayunithi okuphekela amasha angu-3 avalwa ukuze alungiswe, kwaphinde kwaqaliswa elinye iqoqo lamayunithi okuphekela. Umkhiqizo kazwelonke wansuku zonke we-petroleum coke ube ngamathani angu-78,080, kanti izinga lokusebenzisa ama-coking libe ngu-65.23%, ukwehla ngo-1.12% kusukela enyangeni edlule.
Uhlangothi lwesidingo
Ngenxa yentengo ephezulu ye-petroleum coke endaweni eyinhloko yokuhluza, amabhizinisi angezansi ngokuvamile awakhuthazi kakhulu ukwamukela izimpahla, futhi intengo ye-coke yezinye izindawo zokuhluza iyaqhubeka nokwehla; ngenkathi kusemakethe yendawo yokucwenga, njengoba inqubomgomo yokuvimbela ubhubhane kwezinye izindawo ixegisiwe kancane, izinto zokuthutha nezokuthutha zilulame kancane, okwedlula izinto zokusetshenziswa zamabhizinisi asezansi nomfula. Izimpahla ze-petroleum coke bezilokhu ziphansi isikhathi eside, futhi amabhizinisi aphansi anesifiso esinamandla sokuthenga, futhi inani elikhulu lokuthengwa liye lenziwa emakethe. Abanye abadayisi bangene emakethe ukuze basebenze isikhathi esifushane, okuvuna ukuthi intengo ye-coke ye-petroleum ecolisisiwe ikhuphuke.
Inventory
Ukuthunyelwa kwenkampani ehluza okuyinhloko kuvamise ukuba yi-avareji, amabhizinisi aphansi athenga uma kudingeka, futhi isamba sempahla ye-petroleum coke sisezingeni elimaphakathi. Ngokuxegiswa kancane kwenqubomgomo yokunqanda ubhubhane kwezinye izifunda, amabhizinisi asezansi namanzi angena emakethe ngobuningi ukuze athenge, futhi uhlu lwasendaweni lokuhluzwa kwe-petroleum coke lwehlile lulonke. kuya phakathi nokuphansi.
(1) Izimboni eziphansi
I-coke ye-petroleum coke: Imakethe ye-petroleum coke enesulfure ephansi inokuthunyelwa okuzinzile kuleli sonto, futhi ingcindezi yobhubhane eNyakatho-mpumalanga yeChina yehlile. Imakethe ye-coke ye-sulphur calcined ephakathi nendawo nephezulu ihwebe kahle kuleli sonto, isekelwa ukuphinda kwenani lentengo ye-petroleum coke e-Shandong, futhi intengo yemakethe ye-coke ye-sulphur calcined petroleum coke ephakathi nendawo nephezulu ibisebenza ngezinga eliphezulu.
Insimbi: Imakethe yensimbi ikhuphuke kancane kuleli sonto. I-Baichuan Steel Composite Index ibingu-103.3, ikhuphuke ngo-1 noma 1% kusukela ngomhlaka-3 Novemba. Ithintwa ukulindela okuhle kwemakethe ngobhubhane kuleli sonto, ikusasa elimnyama lisebenza kakhulu. Intengo yemakethe yendawo yenyuka kancane, futhi umuzwa wemakethe waba ngcono kancane, kodwa ukuthengiselana jikelele akuzange kushintshe kakhulu. Ekuqaleni kwesonto, intengo yomhlahlandlela yezigayo zensimbi ngokuyisisekelo igcine ukusebenza okuzinzile. Nakuba intengo yeminenke yesikhathi esizayo yenyuka, ukuthengiselana kwemakethe kwakujwayelekile, futhi abathengisi abaningi babehlise ukuthunyelwa kwabo ngasese. Izigayo zensimbi zikhiqiza ngokujwayelekile. Ngenxa yokuthi abahwebi bathatha izimpahla ekuqaleni, ingcindezi endaweni yokugcina impahla yefekthri yayingenkulu, futhi ingcindezi ku-inventory yashintsha ukuya phansi. Ukufika kwezinsiza zasenyakatho kuncane, futhi ama-oda abekwa emakethe ngokufunwa. Njengamanje, nakuba ukuthengiselana kwemakethe sekuthuthukile, esikhathini esizayo, ukuhleleka kwamanje kwamaphrojekthi angezansi kuyavilapha, isimo sokuqalisa iphrojekthi asisihle, isidingo sokugcina asisheleli, futhi ukuqaliswa kabusha komsebenzi wesikhashana okungalindelekile ukuthi kube sobala. Qaphela, isidingo singase sehle kamuva. Kulindeleke ukuthi amanani ensimbi azoshintshashintsha esikhathini esifushane.
I-anode ephekwe ngaphambilini
Kuleli sonto, intengo yokuthenga yemakethe ye-anode eshisiwe yaseChina ihlale izinzile. Intengo yendawo e-Baichuan ikhuphuke kancane, ikakhulukazi ngenxa yokutholwa kwemakethe ye-petroleum coke, intengo ephezulu yetiyela yamalahle, kanye nokusekelwa okungcono kwezindleko. Mayelana nokukhiqiza, amabhizinisi amaningi asebenza ngokugcwele futhi ukunikezwa kuzinzile. Ngenxa yokulawulwa kwesimo sezulu esinzima sokungcola kwezinye izindawo, ukukhiqizwa kuyathinteka kancane. I-aluminiyamu ye-electrolytic engezansi iqala ezingeni eliphezulu futhi ukunikezwa kuyanda, futhi isidingo sama-anode aphekiwe siyaqhubeka nokuba ngcono.
Insimbi ye-silicon
Intengo isiyonke yemakethe yensimbi ye-silicon yehle kancane kuleli sonto. Kusukela ngomhla ka-10 Novemba, intengo eyireferensi emaphakathi yemakethe ye-silicon yensimbi yase-China yayingu-20,730 yuan/ton, yehle ngo-110 yuan/ton kusukela ngentengo yangoNovemba 3, ukwehla ngo-0.5%. Intengo ye-silicon metal yehle kancane ekuqaleni kwesonto, ikakhulukazi ngenxa yokudayiswa kwezimpahla ngabahwebi baseningizimu, futhi intengo yamanye amabanga ensimbi ye-silicon yehla; intengo yemakethe maphakathi nasekupheleni kwesonto ihlale izinzile ngenxa yokwenyuka kwezindleko kanye nokuthengwa okuncane komfula. INingizimu-ntshonalanga yeShayina ingene esikhathini samanzi ayisicaba futhi omile, futhi amanani kagesi akhuphukile, futhi intengo kagesi ingase iqhubeke nokunyuka ngemva kokuba indawo yaseSichuan ingena enkathini yokomisa. Ezinye izinkampani zinezinhlelo zokuvala amaziko azo; Isifunda saseYunnan siyaqhubeka nokuba nezinqamuleli zamandla, futhi neziqu zokuncishiswa kwamandla ziqinisiwe. Uma isimo simpofu, isithando somlilo singase sivalwe esigabeni sakamuva, futhi ukukhishwa okuphelele kuzoncishiswa; ukulawulwa kobhubhane e-Xinjiang kulawulwa ngokuqinile, ukuthuthwa kwezinto ezingavuthiwe kunzima futhi nabasebenzi abanele, futhi ukukhiqizwa kwamabhizinisi amaningi kuyathinteka noma kuvaliwe ukuze kuncishiswe ukukhiqizwa.
Usimende
Intengo yezinto ezingavuthiwe emakethe kasimende kazwelonke iphezulu, futhi intengo kasimende ikhuphuka kakhulu futhi yehle kancane. Intengo emaphakathi yemakethe kasimende kazwelonke kulolu daba ingama-461 yuan / ton, kanti inani lentengo lemakethe lesonto eledlule lalingama-457 yuan / ton, okuyi-4 yuan / ton ephakeme kunentengo ejwayelekile yemakethe kasimende ngesonto eledlule. Ngokuphindaphindiwe, ezinye izindawo zilawulwa ngokuqinile, ukunyakaza kwabasebenzi nezokuthutha kuvinjelwe, futhi inqubekelaphambili yokwakhiwa kwangaphandle yehla. Imakethe esifundeni esisenyakatho isesimweni esibuthakathaka uma kuqhathaniswa. Njengoba isimo sezulu siqala ukubanda, imakethe isingene esikhathini esijwayelekile sokuphumula, futhi amaphrojekthi amaningi avaliwe ngokulandelana. Ambalwa amaphrojekthi abalulekile asohlelweni, futhi umthamo wokuthumela uwonke mncane. Ngenxa yokukhuphuka kwamanani entengo yamalahle esifundeni esiseningizimu, izindleko zokukhiqiza zezinkampani zikhuphukile, futhi ezinye izinkampani zisebenzisa ukuvalwa kweziko, okukhuphule amanani usimende kwezinye izindawo. Sekukonke, amanani usimende kazwelonke akhuphukile futhi ehla.
(2) Izimo zemakethe yamachweba
Kuleli sonto, isilinganiso sansuku zonke sokuthunyelwa kwamachweba amakhulu bekungamathani angama-28,200, kanti isamba setheku sasingamathani ayi-2,104,500, okuwukunyuka ngo-4.14% kusukela enyangeni edlule.
Kuleli sonto, i-petroleum coke engenisiwe igxile kakhulu e-Shandong Rizhao Port, Weifang Port, Qingdao Port Dongjiakou nakwamanye amachweba. I-port petcoke iyaqhubeka nokukhula. Njengamanje, indawo yase-Dongying ayivaliwe, futhi ukuthunyelwa kwe-Guangli Port sekubuyele kwesejwayelekile. Ichweba lase-Rizhao, i-Weifang Port, njll. Ukuthumela ngemikhumbi kusashesha. Kuleli sonto, intengo ye-coke ecolisisiwe ye-petroleum iphinde yakhuphuka ngokushesha, ukuhwebelana kwe-petroleum coke emachwebeni kuye kwaba ngcono, futhi izinto zokuhamba nezokuthutha kwezinye izindawo sezibuyile. Ngenxa yenani eliphansi eliqhubekayo le-petroleum coke eluhlaza kanye nomthelela ophindaphindiwe walolu bhubhane, amabhizinisi asezansi akhuthazwa kakhulu ukuthi agcine futhi agcwalise amasheya. , isidingo se-petroleum coke sihle; okwamanje, iningi le-petroleum coke elifika echwebeni lithengiswa kusengaphambili, futhi isivinini sokulethwa kwechweba siyashesha kakhulu. Mayelana ne-fuel coke, indlela yokulandela amanani amalahle asekhaya ayikacaci. Amanye amabhizinisi e-silicon carbide angaphansi komfula avinjelwe ukuvikelwa kwemvelo futhi asebenzisa eminye imikhiqizo (amalahle ahlanziwe) ukuze athathele indawo ukukhiqizwa kwe-coke ye-sulphur projectile ephezulu. Ukuthunyelwa emakethe kwe-coke ye-sulfur-sulphur projectile ephansi naphakathi kwakuzinzile, futhi amanani ayezinzile okwesikhashana. Intengo yokubhida ye-Formosa coke iqhubekile nokukhuphuka kule nyanga, kodwa ngenxa yezimo zemakethe ezijwayelekile ze-silicon metal, indawo ye-Formosa coke yayihweba ngentengo ezinzile.
NgoDisemba 2022, iFormosa Petrochemical Co., Ltd. yawina ibhidi yomkhumbi ongu-1 we-petroleum coke. Ibhidi izokwethulwa ngoNovemba 3 (ngoLwesine), futhi isikhathi sokuvala isicelo sizoba ngo-10:00 ngoNovemba 4 (ngoLwesihlanu).
Isilinganiso senani lentengo yokuwina (i-FOB) cishe i-US$297/ton; idethi yokuthunyelwa isuka ku-December 27,2022 kuya ku-December 29,2022 isuka e-Mailiao Port, e-Taiwan, kanti inani le-petroleum coke ngomkhumbi lilinganiselwa ku-6500-7000 ton, futhi okuqukethwe kwesibabule cishe ku-9%. Intengo yokubhida yi-FOB Mailiao Port.
Intengo ye-CIF ye-US sulfur 2% projectile coke ngoNovemba icishe ibe ngama-350 US dollars/ton. Intengo ye-CIF ye-US sulfur 3% projectile coke ngoNovemba icishe ibe ngama-295-300 US dollars/ton. I-US S5% -6% high-sulfur projectile coke ngoNovemba inenani le-CIF elilinganiselwa ku-$200-210/ton, kanti inani le-Saudi projectile coke ngoNovemba lilinganiselwa ku-$190-195/ton. Isilinganiso senani le-FOB le-coke yase-Taiwan ngo-December 2022 lilinganiselwa ku-US$297/thani.
Ukubuka kwemakethe
I-low-sulfur petroleum coke: Ethintwe ubhubhane nezinye izici, amanye amabhizinisi angaphansi komfula awakhuthazi kangako ukuthola izimpahla. U-Baichuan Yingfu ulindele ukuthi intengo yemakethe ye-coke enesulfure ephansi izohlala izinzile futhi ihambe kancane ngesonto elizayo, ngokulungiswa ngakunye okungaba ngu-RMB 100/ton. I-coke ye-petroleum ephakathi nephezulu yesulphur: Ithintwa ukuncipha kwesikhathi kwamayunithi wokupheka kanye nekhwalithi ehlukile kawoyela ongahluziwe angenisiwe, imakethe emaphakathi nephezulu yesibabule ye-petroleum coke enezici zokulandela umkhondo ezingcono (i-vanadium <500) iyashoda, kuyilapho ukuhlinzekwa kwe-high-vanadium petroleum coke kuningi futhi ukungenisa kwamanye amazwe kunezelwa ngaphezulu. Igumbi lokulandelela lokukhula lilinganiselwe, ngakho-ke u-Baichuan Yingfu ulindele ukuthi intengo ye-petroleum coke enezici zokulandelela ezingcono (vanadium <500) isenayo indawo yokukhuphuka, ububanzi bumayelana ne-100 yuan / ton, intengo ye-vanadium ephezulu. I-petroleum coke izinzile, futhi ezinye izintengo ze-coke zingaphakathi kokuguquguquka kwebanga elincane.
Isikhathi sokuthumela: Nov-11-2022