Ukubuka konke kwemakethe
Kuleli sonto, intengo yemakethe ye-petroleum coke ixubene. Ngokuncishiswa kancane kancane kwenqubomgomo kazwelonke yokuvimbela ubhubhane, izinto zokuhamba kanye nezokuthutha ezindaweni ezahlukene seziqalile ukubuyela esimweni esijwayelekile. Ezinye izinkampani ezisezansi zingene emakethe ukuze ziqoqe futhi zigcwalise izindawo zazo zokugcina impahla. Ukubuyiselwa kwemali yezinkampani kuhamba kancane, futhi ingcindezi isekhona, futhi ukunikezwa okuphelele kwemakethe ye-petroleum coke kuningi kakhulu, okunciphisa ukukhuphuka okukhulu kwentengo ye-coke, futhi intengo ye-petroleum coke ebiza kakhulu iyaqhubeka nokwehla. Kuleli sonto, amanani e-coke kwezinye izindawo zokuhlanza zaseSinopec aqhubeke nokwehla. Amanani e-coke kwezinye izindawo zokuhlanza ngaphansi kwePetroChina ehle ngo-100-750 yuan/ton, kanti amanani ambalwa kuphela e-coke ezindawo zokuhlanza ngaphansi kwe-CNOOC ehle ngo-100 yuan/ton. Amanani e-coke ezindawo zokuhlanza zasendaweni axubene. Ububanzi bungu-20-350 yuan/ton.
Izici Ezithinta Imakethe Ye-Petroleum Coke Kuleli Sonto
I-coke ye-petroleum ye-sulfur ephakathi nendawo ephezulu:
1. Ngokuphathelene ne-Sinopec, intengo yamalahle yamanje isebenza ezingeni eliphansi. Ezinye izindawo zokuhluza i-Sinopec zazimba amalahle ukuze zizisebenzisele zona. Kule nyanga, inani lokuthengisa le-petroleum coke landa. Iyunithi ye-coking yavalwa ukuze ilungiswe. I-Changling Refinery yathunyelwa ngokwe-3#B, i-Jiujiang Petrochemical kanye ne-Wuhan Petrochemical yathunyelwa nge-petroleum coke ngokwe-3#B kanye ne-3#C; Ingxenye yokuthunyelwa kwamanye amazwe yaqala ngoJulayi; I-Maoming Petrochemical eNingizimu yeShayina yaqala ukuthumela ngaphandle ingxenye ye-petroleum coke yayo kule nyanga, ngokusho kokuthunyelwa okungu-5#, kanye ne-Beihai Refinery yathunyelwa ngokwe-4#A.
2. Esifundeni esisenyakatho-ntshonalanga yePetroChina, intengo ye-petroleum coke eYumen Refining and Chemical Co., Ltd. yehliswe ngama-yuan ayi-100/ton kuleli sonto, kanti intengo ye-coke yezinye izindawo zokuhluza yayizinzile okwesikhashana. Ngokulungiswa kwenqubomgomo yobhubhane eXinjiang kuleli sonto, izinto zokuhamba nezokuthutha zaqala ukuqhubeka kancane kancane; eningizimu-ntshonalanga yeYunnan Petrochemical Co., Ltd. Intengo yokubhida yehle kancane inyanga nenyanga, futhi ukuthunyelwa kwamukeleka.
3. Ngokuphathelene nezindawo zokuhlanza zasendaweni, iyunithi yokuhlanza i-Rizhao Lanqiao iqale ukukhiqiza i-coke kuleli sonto, kanti ezinye izindawo zokuhlanza zilungise umkhiqizo wazo wansuku zonke. I-coke ikakhulukazi iyi-coke evamile kaphethiloli enokuqukethwe kwesulfure okungaphezu kuka-3.0%, futhi izinsiza zemakethe ze-coke kaphethiloli enezici ezingcono zokulandelela azitholakali kalula.
4. Ngokuphathelene ne-coke engenisiwe, inani le-coke kaphethiloli echwebeni liqhubekile nokwenyuka kuleli sonto. I-Rizhao Port ingenise i-coke kaphethiloli eningi echwebeni ekuqaleni, futhi yafakwa endaweni yokugcina kuleli sonto. Inani le-coke kaphethiloli likhule kakhulu. Ngenxa yentshiseko ephansi yamanje yezinkampani ze-carbon ezingaphansi komfula yokulanda izimpahla echwebeni, inani lokuthunyelwa lehle ngamazinga ahlukahlukene. I-coke kaphethiloli ene-sulfur ephansi: Ukusebenza kokuhweba kwemakethe ye-coke kaphethiloli ene-sulfur ephansi bekuyisilinganiso kuleli sonto. Ngokulungiswa kwenqubomgomo yokulawula ubhubhane, isimo sokuhamba ezindaweni ezahlukene sithuthukile. Kodwa-ke, ukuhlinzekwa okuphelele emakethe kuningi njengamanje, futhi intengo kaphethiloli yamazwe ngamazwe iyashintshashintsha. Imakethe inesimo sengqondo sokulinda nokubona Okubi kakhulu, isidingo emakethe engezansi siyaqhubeka nokuba buthakathaka, futhi isidingo se-carbon yensimbi sibuthakathaka ngasekupheleni konyaka, futhi iningi lazo liyizinto ezidingekayo nje; ukwehla okuqhubekayo kwezindleko zokucubungula i-graphitization kuye kwehlisa isidingo sezinkampani zezinto ze-electrode ezimbi, okuyinto embi ekuthengisweni kwemakethe ye-coke kaphethiloli ene-sulfur ephansi. Uma sibheka imakethe ngokuningiliziwe kuleli sonto, ama-coke kaphethiloli e-Daqing, e-Fushun, e-Jinxi, kanye ne-Jinzhou eNyakatho-mpumalanga yeShayina aqhubeke nokuthengisa ngentengo eqinisekisiwe kuleli sonto; Amanani e-coke kaphethiloli e-Jilin Petrochemical ehlisiwe afinyelela ku-5,210 yuan/ton kuleli sonto; Intengo yakamuva yokubhida ye-Liaohe Petrochemical kuleli sonto ibingu-5,400 yuan/ton; Intengo yakamuva yokubhida ye-coke kaphethiloli e-Dagang Petrochemical kuleli sonto ingu-5,540 yuan/ton, ukwehla kwenyanga nenyanga. Intengo ye-coke ye-Taizhou Petrochemical ngaphansi kwe-CNOOC yehlisiwe yafinyelela ku-5550 yuan/ton kuleli sonto. Kulindeleke ukuthi iyunithi ye-coking ivalwe ukuze ilungiswe kusukela ngoDisemba 10; intengo ye-coke yezinye izindawo zokuhluza izozinza okwesikhashana kuleli sonto.
Kuleli sonto, intengo ye-coke kaphethiloli ehlanziwe iyeke ukwehla futhi yazinza. Intengo ye-coke kaphethiloli eshibhile kwezinye izindawo zokuhluza ikhuphuke ngo-20-240 yuan/ton, kanti intengo ye-coke kaphethiloli ebiza kakhulu iqhubeke nokwehla ngo-50-350 yuan/ton. Isizathu: Ngokukhishwa kancane kancane kwenqubomgomo kazwelonke yokulawula ubhubhane, izinto zokuhamba nezokuthutha ezindaweni eziningi zaqala ukuqalisa kabusha, kanti amanye amabhizinisi akude aqala ukuqoqa nokugcwalisa izindawo zawo zokugcina impahla; futhi ngenxa yokuthi uhlu lwezinto zokusetshenziswa ze-coke kaphethiloli ezinkampanini ze-carbon ezingezansi beluphansi isikhathi eside, isidingo semakethe se-coke kaphethiloli sisalokhu siphansi, intengo ye-coke enhle iyabuya. Njengamanje, izinga lokusebenza kwamayunithi okuhluza ezindaweni zokuhluza zasendaweni lisesezingeni eliphezulu, ukuhlinzekwa kwe-coke kaphethiloli ezindaweni zokuhluza zasendaweni kuningi kakhulu, futhi kunezinsiza ezengeziwe ze-coke kaphethiloli ene-sulfur ephezulu emachwebeni, okuyisengezo esihle emakethe, okuvimbela ukukhuphuka okuqhubekayo kwamanani okuhluza kwasendaweni; Izingcindezi zezimali zisekhona. Sekukonke, intengo ye-coke ecoliwe yendawo ehlanziwe iyeke ukwehla, futhi intengo ye-coke izinzile kakhulu. Kusukela ngomhlaka-8 Disemba, kube nokuhlolwa okuvamile oku-5 kweyunithi ye-coking yendawo. Kuleli sonto, iyunithi ye-coking ye-Rizhao Lanqiao yaqala ukukhiqiza i-coke, futhi umkhiqizo wansuku zonke wezindawo zokuhluza ngazinye uye washintshashintsha. Kusukela ngoLwesine, umkhiqizo wansuku zonke we-coke ecoliwe yendawo wawungamathani angu-38,470, kanti izinga lokusebenza lokuhluza nendawo kanye ne-coking kwakungama-74.68%, ukwanda okungu-3.84% kusukela ngesonto eledlule. Kusukela ngoLwesine, ukuthengiselana okujwayelekile kwe-coke ephansi ye-sulfur (ngaphakathi kwe-S1.5%) yefektri yangaphambili cishe kungama-yuan angu-4700/ton, ukuthengiselana okujwayelekile kwe-coke ephansi ye-sulfur (cishe i-S3.5%) kungu-2640-4250 yuan/ton; i-coke ene-sulfur ephezulu kanye ne-vanadium ephezulu (Okuqukethwe kwe-sulfur cishe kungama-5.0%), ukuthengiselana okujwayelekile kungu-2100-2600 yuan / ithani.
Uhlangothi lokuhlinzeka
Kusukela ngomhlaka-8 Disemba, kube nokuvalwa okuvamile okungu-8 kwamayunithi okupheka ezweni lonke. Kuleli sonto, iyunithi yokupheka i-Rizhao Landqiao yaqala ukukhiqiza i-coke, futhi umkhiqizo wansuku zonke we-coke kaphethiloli kwezinye izindawo zokuhlanza ukhuphuke. Umkhiqizo wansuku zonke kazwelonke we-coke kaphethiloli wawungamathani angu-83,512, kanti izinga lokusebenza kwe-coke lalingu-69.76%, okuwukwenyuka okungu-1.07% kusukela ngenyanga edlule.
Uhlangothi lwesidingo
Ngesonto eledlule, njengoba inqubomgomo kazwelonke yokuvimbela ubhubhane ikhululiwe futhi, ukuthuthwa kwezinto kanye nezokuthutha ezindaweni ezahlukene kwaqala kabusha ngokulandelana, kanti izinkampani ezisezansi zinomoya ophakeme wokuqoqa nokugcwalisa kabusha izindawo zokugcina impahla; Amabhizinisi aqoqa futhi agcwalise kabusha izindawo zokugcina impahla, ikakhulukazi ethenga lapho kudingeka khona.
Isitoko
Kuleli sonto, intengo ye-petroleum coke iqhubekile nokwehla esigabeni sokuqala, futhi intengo engezansi ingene emakethe ngokulandelana futhi idinga ukuthengwa. Inani eliphelele lezindawo zokucwenga zasekhaya lehle laya ezingeni eliphansi kuya kweliphakathi; i-petroleum coke engenisiwe isafika eHong Kong muva nje. Njengoba ibekwe ngaphezulu kwaleli sonto, ukuthunyelwa kwechweba kwehle, kanti i-port petroleum coke Inventory ikhuphuka ngezinga eliphezulu.
Imakethe yechweba
Kuleli sonto, isilinganiso sokuthunyelwa kwansuku zonke kwamachweba amakhulu sasingamathani angu-28,880, kanti inani eliphelele lempahla yamachweba lalingamathani ayizigidi ezingu-2.2899, okuwukwenyuka ngo-6.65% kusukela ngenyanga edlule.
Kuleli sonto, inani le-petroleum coke echwebeni liqhubekile nokukhula. I-Rizhao Port ingenise i-petroleum coke eningi echwebeni ekuqaleni, futhi kuleli sonto yafakwa endaweni yokugcina izinto ngokulandelana. Intshiseko yokulanda izimpahla ayiphezulu, futhi ukuthunyelwa kwezimpahla kwehle ngamazinga ahlukahlukene. Kuleli sonto, inqubomgomo yokuvimbela ubhubhane lwasekhaya yancishiswa kancane kancane, futhi izinto zokuhamba nezokuthutha ezindaweni ezahlukene zaqala kabusha. Amanani e-coke asekhaya ayeka ukwehla futhi azinza. Ingcindezi yezezimali yamabhizinisi e-carbon angaphansi kwe-drone ayizange incishiswe ngempumelelo, futhi iningi lawo lithengwa kakhulu uma lifunwa. Intengo ye-sponge coke echwebeni ihlale izinzile kuleli sonto; emakethe ye-fuel coke, amanani amalahle asengaphansi kokulawulwa okukhulu kombuso, futhi intengo yemakethe isephansi. Imakethe ye-high-sulfur shot coke Ngokuvamile, isidingo semakethe se-medium and low-sulfur shot coke sizinzile; i-Formosa Plastics coke ithintwa ukugcinwa kwe-Formosa Plastics Petrochemical, futhi izinsiza ze-spot ziqinile, ngakho abathengisi bathengisa ngamanani aphezulu.
I-Formosa Plastics Petrochemical Co., Ltd. izokhipha ibhidi lokuthunyelwa okukodwa kwe-petroleum coke ngoDisemba 2022. Ukubhida kuzoqala ngoNovemba 3 (ngoLwesine), kanti isikhathi sokuvala sizoba ngo-10:00 ngoNovemba 4 (ngoLwesihlanu).
Intengo emaphakathi (i-FOB) yalesi sicelo icishe ibe yi-US$297/ton; usuku lokuthunyelwa luqala ngoDisemba 27, 2022 kuya kuDisemba 29, 2022, kanti ukuthunyelwa kuvela eMailiao Port, eTaiwan. Inani le-petroleum coke ngomkhumbi ngamunye licishe libe ngamathani angu-6500-7000, kanti okuqukethwe kwesulfure kucishe kube ngu-9%. Intengo yokubhida yi-FOB Mailiao Port.
Intengo ye-CIF ye-American sulfur 2% shot coke ngoNovemba icishe ibe yi-USD 300-310/ton. Intengo ye-CIF ye-US sulfur 3% shot coke ngoNovemba icishe ibe yi-US$280-285/ton. Intengo ye-CIF ye-US S5%-6% high-sulfur shot coke ngoNovemba icishe ibe yi-US$190-195/ton, kanti intengo ye-Saudi shot coke ngoNovemba icishe ibe yi-US$180-185/ton. Intengo ejwayelekile ye-FOB ye-Taiwan coke ngoDisemba 2022 icishe ibe yi-US$297/ton.
I-Outlook
I-coke kaphethiloli ene-sulfur ephansi: Isidingo emakethe engezansi asishintshi, futhi ukuthengwa kwemakethe engezansi kuyaqapha ngasekupheleni konyaka. UBaichuan Yingfu ulindele ukuthi amanye amanani e-coke emakethe ye-coke kaphethiloli ene-sulfur ephansi asenendawo yokwehla. I-coke kaphethiloli ene-sulfur ephansi nephezulu: Njengoba izinto zokuhamba nezokuthutha zibuyela esimweni sazo kancane kancane ezindaweni ezahlukene, izinkampani ezingezansi zimatasa kakhulu ekuqoqeni. Kodwa-ke, ukuhlinzekwa kwe-coke kaphethiloli emakethe kuningi, futhi izinkampani ezingezansi ziye zehlisa amanani kakhulu. Intengo ye-coke eyimodeli ishintshashintsha ngo-100-200 yuan/ton.
Isikhathi sokuthunyelwe: Disemba 19-2022