ukuthunyelwa kwemakethe ye-coke kaphethiloli kubi, ingcindezi yentengo ye-coke yehla

Ukubuka konke kwemakethe

Kuleli sonto, njengoba intengo ye-petroleum coke iqhubeka nokwehla iye emazingeni aphansi, izinkampani ezingezansi zaqala ukuthenga emakethe, ukuthunyelwa kwezindawo zokuhluza sekuphelele kwathuthuka, izinqolobane zempahla zehla, futhi amanani e-coke ayeka ukwehla kancane kancane ukuze azinze. Kuleli sonto, intengo ye-coking yezindawo zokuhluza ze-Sinopec yehle ngama-yuan ayi-150 kuya ku-680/ton, amanye amanani e-coking yezindawo zokuhluza ze-petrochina ehle ngama-yuan angama-240 kuya ku-350/ton, intengo ye-coking yezindawo zokuhluza ze-CNOOC ngokuvamile yayibuthakathaka futhi izinzile, futhi iningi lamanani e-coking yezindawo zokuhluza zasendaweni ehle ngama-yuan angama-50 kuya ku-1,130/ton.

Imakethe ye-coke kaphethiloli ithonya kuleli sonto: I-coke kaphethiloli ye-sulfur ephakathi nendawo ephezulu: 1. I-Sinopec, zonke izindawo zayo zokuhlanza zithintwe kakhulu ukwehla kwentengo ye-coke kaphethiloli evela ezindaweni zokuhlanza zasendaweni, futhi ukuthunyelwa okuphelele akukuhle kangako, intengo ye-coke ngokuvamile yehle kuleli sonto, futhi ukuthunyelwa kwe-coke kaphethiloli ye-sulfur ephakathi akukubi kangako ezindaweni eziseduze noMfula iYangtze. Iyunithi ye-coking ye-Anqing Petrochemical kulindeleke ukuthi iqale ukusebenza ngemuva koSuku Lonyaka Omusha, kanti i-coke kaphethiloli ye-Jingmen Petrochemical izoqala ukuthunyelwa ngokuhambisana ne-3#B kuleli sonto. 2. Ithintwe ukwehla kwemakethe jikelele, intengo ye-coke kaphethiloli ye-Yumen ne-Lanzhou petrochemical esifundeni esisenyakatho-ntshonalanga ye-petrochina iqhubekile nokwehla ngama-yuan angu-260-350/ton kuleli sonto; Kuleli sonto, intengo ye-coke yokuhlanza esifundeni sase-Xinjiang ibizinzile okwesikhashana, isitokwe sikhuphuke kancane, kanti intengo ye-coke ye-Dushanzi Petrochemical yehle ngama-yuan ayi-100/ton ngesonto eledlule; 3. Ngokuphathelene nezindawo zokuhluza izinto zasendaweni, imakethe ye-coke kaphethiloli yendawo iyeka ukwehla futhi izinze. Njengoba intengo ye-coking yendawo yehla kancane kancane iye ezingeni eliphansi, intshiseko yokuthenga yamabhizinisi aphansi iyanda, futhi amabhizinisi e-carbon aphansi aqala ukukhokha, futhi ingcindezi yezezimali yamabhizinisi iyancipha. Ingcindezi yempahla ye-coke kawoyela yendawo yokuhluza izinto iyancipha, amanani e-coke aqala ukuyeka ukwehla; Okwesine, i-port, ekupheleni kwenyanga, i-coke kaphethiloli engenisiwe yafika e-port, ingcindezi yokuthunyelwa kwe-coke kaphethiloli, impahla isalokhu iphezulu. Amanani e-coke kaphethiloli yasekhaya ayaqhubeka nokwehla kuleli sonto, amanani e-coke kaphethiloli yase-port aqala ukucindezela, amanani e-coke kaphethiloli yase-port anciphe ngamazinga ahlukahlukene. Ngokuphathelene ne-coke kaphethiloli yase-sulfur ephansi: kuleli sonto, i-coke kaphethiloli ephansi esifundeni esisenyakatho-mpumalanga yefektri yokuhluza yase-petrochina yahlala ibuthakathaka futhi izinzile. Isimo sokuthunyelwa kwemakethe ye-coke kaphethiloli ephansi sasisephansi kunalokho obekulindelwe. Amabhizinisi aphansi ayenesimo sengqondo sokulinda nokubona futhi agxile kakhulu ekuhluzeni kokuqala. Emakethe yaleli sonto, i-Daqing, i-Fushun, i-Jinxi, i-Jinzhou Petrochemical petroleum coke iqhubekile nokuqinisekisa ukuthengiswa kuleli sonto, intengo izinzile okwesikhashana, futhi intengo yokuvula izomenyezelwa ekupheleni kwenyanga. Ukulungiswa kwentengo ye-Liaohe, i-Jilin Petrochemical coke kuleli sonto, ukuthunyelwa kujwayelekile kancane; i-North China Dagang Petrochemical ibhida kuleli sonto intengo yakamuva engu-5130 yuan/ton, ukwehla kwenyanga nenyanga. Kuleli sonto, wonke amanani e-petroleum coke anikezwa yizindawo zokuhluza ze-CNOOC ayezinzile. Iyunithi ye-coking ye-Taizhou Petrochemical yaqala ukukhiqiza i-coke ngoDisemba 22, kanti intengo yakamuva yayingu-4,900 yuan/ton kusukela ngoLwesibili.

Kuleli sonto imakethe ye-coke kaphethiloli ehlanziwe iyeke ukwehla futhi yazinza, ububanzi buyi-50-1130 yuan/ton. Njengoba intengo ye-coking yendawo yehla kancane kancane iye ezingeni eliphansi, intshiseko yokuthenga yamabhizinisi angaphansi komfula iyanda, futhi amabhizinisi e-carbon aphansi aqala ukukhokha, futhi ingcindezi yezezimali yamabhizinisi iyancipha. Njengamanje, inani le-coke kaphethiloli yamabhizinisi e-carbon aphansi lisezingeni eliphansi, futhi isidingo sonke se-coke kaphethiloli sisekhona. Umuzwa wokuthenga wamabhizinisi uphakeme kakhulu, ingcindezi ye-coke kaphethiloli yezindawo zokuhluza zasendaweni iyancipha, futhi intengo ye-coke iqala ukuyeka ukwehla. Ezinye izindawo ze-coke kaphethiloli ezinentengo ephansi zehle zaba sezingeni eliphansi, amanani e-coke aqala ukukhuphuka ngo-50-100 yuan/ton. Ukuthunyelwa kwe-coke kaphethiloli eNortheast kuzinzile, phansi komfula ngokwesidingo sokuthengwa; Ukuhweba ngemakethe ye-asphalt coke endaweni yaseNyakatho-ntshonalanga kusabonakala kujwayelekile. Kusukela ngoDisemba 29, kunezindawo ezi-5 zokugcinwa ezivamile zamayunithi e-coking endawo. Kuleli sonto, iyunithi eyodwa ye-coking yavulwa noma yavalwa, futhi umkhiqizo wansuku zonke wezindawo zokuhluza ezithile walungiswa kancane. Kusukela ngoLwesine, umkhiqizo wansuku zonke we-petroleum coke wawungamathani angu-37,370, kanti izinga lokusebenza kwe-petroleum coke lalingu-72.54%, liphansi ngo-2.92% kunesonto eledlule. Kusukela ngoLwesine, i-sulfur coke ephansi (S1.5% ngaphakathi) ukuthengiselana okujwayelekile kwefektri kungu-4200-4300 yuan/ton, i-sulfur coke ephakathi (S3.0% ngaphakathi) ukuthengiselana okujwayelekile kwefektri kungu-2100-2850 yuan/ton; i-vanadium coke ephezulu yesulfure (okuqukethwe kwesulfure cishe ngu-5.0%) ukuthengiselana okujwayelekile kwefektri kungu-1223-1600 yuan/ton.

Uhlangothi lokuhlinzeka

Kusukela ngomhlaka-29 Disemba, kunezindawo eziyi-7 zokulungisa okuvamile zamayunithi okupheka asendaweni. Kuleli sonto, iyunithi eyodwa yokupheka iyavulwa noma ivaliwe, kanti enye isethi yamathani ayizigidi eziyi-6 ngonyaka iyunithi yokupheka entsha eyakhiwe iyafakwa ekukhiqizweni. Njengamanje, zonke zisetshenziswa zodwa. Kusukela ngoLwesine, umkhiqizo wansuku zonke we-petroleum coke ensimini wawungamathani angu-85,472, kanti izinga lokusebenza lokupheka ensimini lalingu-71.40%, okwenyuke ngo-1.18% kusukela ngesonto eledlule.

Uhlangothi lwesidingo

Kuleli sonto, ingcindezi yezezimali yamabhizinisi akhiqiza ikhabhoni angaphansi kwe-carbon inciphile kancane, futhi ngenxa yokutholakala kahle kwe-coke kaphethiloli yasekhaya kanye nentengo ephezulu ekuqaleni, kanye nethonya lomqondo wokuthi “thenga, ungathengi phansi”, inani le-coke kaphethiloli eluhlaza yamabhizinisi angaphansi kwe-carbon lisezingeni eliphansi. Njengamanje, njengoba intengo ye-coke yehla iye ezingeni eliphansi, amabhizinisi angaphansi kwe-carbon aseqalile ukwandisa intshiseko yawo yokuthenga emakethe.

Isici sempahla

Kuleli sonto, njengoba intengo yemakethe ye-petroleum coke yasekhaya iqhubeka nokwehla, intshiseko yokuthenga engezansi yanda kancane kancane, isitokwe se-petroleum coke sendawo yokuhluza saqala ukwehla, ukwehla okuphelele kwaba sezingeni eliphakathi; i-Port petroleum coke ngentengo ye-coke yasekhaya yehla ingcindezi, isivinini sokulethwa siyaqhubeka nokwehla, futhi i-coke engenisiwe isafika echwebeni, isitokwe se-port petroleum coke sisesezingeni eliphezulu.

Isilinganiso sechweba

Isilinganiso sokuthunyelwa kwansuku zonke kwamachweba amakhulu kuleli sonto bekungamathani angu-23,550, kanti inani eliphelele lempahla yamachweba lalingamathani ayizigidi ezingu-2.2484, okwehle ngo-0.34% kusukela ngenyanga edlule.

Ekupheleni kwaleli sonto, i-petroleum coke engenisiwe ifike echwebeni ngokulandelana, ingcindezi yokuthunyelwa kwe-port petroleum coke, isitokwe sisalokhu siphezulu. Kuleli sonto, intengo ye-petroleum coke yasekhaya iqhubekile nokwehla, intengo ye-sponge coke engenisiwe echwebeni yakha ingcindezi, intengo ye-port sponge coke yehle ngamazinga ahlukahlukene; Ngenxa yokuthi izindleko ze-sponge coke engenisiwe ziphezulu njengamanje, futhi ekupheleni konyaka abanye abadayisi balangazelela ukuqoqa imali, ukulahlekelwa kokuthengiswa kwe-spot kukhulu, kodwa isimo sokuthola phansi asikakalungi. Ngokuphathelene ne-fuel coke, intengo yokubhida yezitshalo zamandla nezitshalo zesamente ezingezansi iyehla, inani lokuhweba lemakethe ye-high-sulfur pellet coke liyisilinganiso, futhi isidingo esiphansi se-sulfur pellet coke esiphakathi nendawo sizinzile. Ibhidi le-Formosa Petrochemical lemikhumbi emibili ye-petroleum coke ngoJanuwari 2023, ngentengo emaphakathi engu-$299 / ithani.

I-Formosa Petrochemical Co., LTD., ngoJanuwari 2023, imikhumbi emibili yebhidi le-petroleum coke: intengo yebhidi emaphakathi (FOB) kulokhu icishe ibe ngu-$299 / ithani; Usuku lokuthunyelwa lungoJanuwari 25, 2023 - Januwari 27, 2023, kanye noJanuwari 27, 2023 - Januwari 29, 2023 oluvela eMailiao Port, eTaiwan. Inani le-petroleum coke ngomkhumbi ngamunye licishe libe ngamathani ayi-6,500-7,000, kanti okuqukethwe kwesulfure kucishe kube ngu-9%. Intengo yebhidi yi-FOB Mailiao Port.

I-United States sulfur 2% pellet Coke ngoDisemba CIF cishe amadola angu-280-290/ton. I-American sulfur 3% pellet Coke ngoDisemba CIF 255-260 USD/ton. I-US S5%-6% high sulfur pellet coke ngoDisemba CIF 185-190 USD/ton, i-Saudi pellet coke ngoDisemba intengo 175-180 USD/ton. Intengo emaphakathi ye-Taiwan Coke ngoJanuwari 2023 FOB icishe ibe ngu-$299/ton.

Isibikezelo semakethe yesikhathi esizayo

I-Coke yesulfure ephansi: Njengoba uNyaka Omusha waseShayina usondela futhi isidingo semakethe siqhubeka nokuba buthaka, kuhlangene nokuqubuka okuvamile kwe-COVID-19 ezindaweni ezahlukene, inkampani ilindele ukuthi amanani e-coke yesulfure ephansi aqhubeke nokwehla ngesonto elizayo. I-coke ye-petroleum yesulfure ephakathi nephezulu: Ngesonto elizayo kuhambisane nokuqala konyaka, ingcindezi yezezimali yamabhizinisi angaphansi kwamanzi incishisiwe, kuhlanganiswe namazinga amaningana aphansi empahla ye-coke ye-petroleum eluhlaza yamabhizinisi, kanye nesidingo esiphelele se-coke ye-petroleum emakethe sasisekhona. Ngakho-ke, i-Baichuan Surplus yabikezela ukuthi i-coke ye-petroleum ene-sulfur ephezulu ezindaweni zokuhluza ezinkulu izohlala izinzile ngesonto elizayo, kuyilapho intengo ye-coke ye-petroleum ezindaweni zokuhluza zendawo izoyeka ukwehla futhi izinze, futhi amanye amanani e-coke ye-petroleum ephansi kulindeleke ukuthi akhuphuke, ngobubanzi obungu-100-200 yuan/ton.


Isikhathi sokuthunyelwe: Jan-12-2023