Ukubuka konke kwemakethe
Kuleli sonto, ukuthunyelwa okuphelele kwemakethe ye-petroleum coke kwahlukaniswa. Indawo yaseDongying eSifundazweni saseShandong yayivuliwe kuleli sonto, futhi intshiseko yokuthola izimpahla ezivela ezansi komfula yayiphezulu. Ngaphezu kwalokho, intengo ye-petroleum coke ezindaweni zokuhlanza zasendaweni iye yehla, futhi empeleni yehle yaya entengo ezansi komfula. Ukuthengwa kwe-province okusebenzayo kanye ne-coking yendawo. Intengo yaqala ukukhuphuka; izindawo zokuhlanza ezinkulu zaqhubeka nokuba namanani aphezulu, kanti ezansi ngokuvamile zazingenaso isisusa sokwamukela izimpahla, kanti intengo ye-petroleum coke kwezinye izindawo zokuhlanza yaqhubeka yehla. Kuleli sonto, izindawo zokuhlanza zeSinopec zahweba ngentengo ezinzile. Amanye amanani e-coke ezindaweni zokuhlanza zePetroChina ehle ngama-yuan angu-150-350/ton, kanti amanye ama-CNOOC anciphise amanani awo e-coke ngama-yuan angu-100-150/ton. I-petroleum coke yezindawo zokuhlanza zasendaweni yayeka ukwehla futhi yabuya. Ububanzi buyi-yuan engu-50-330/ton.
Ukuhlaziywa kwezinto ezithinta imakethe ye-petroleum coke kuleli sonto
I-coke ye-petroleum ye-sulfur ephakathi nendawo ephezulu
1. Ngokuphathelene nokuphakelwa, iyunithi yokuphekela i-Yanshan Petrochemical eNyakatho China izovalwa ukuze ilungiswe izinsuku eziyi-8 kusukela mhla ziyi-4 kuNovemba, kuyilapho iTianjin Petrochemical ilindele ukuthi ukuthengiswa kwangaphandle kwe-petroleum coke kuzokwehla kule nyanga. Ngakho-ke, ukuphakelwa okuphelele kwe-high-sulfur petroleum coke eNyakatho China kuzokwehla, futhi phansi komfula kuzoba nomdlandla omkhulu wokulanda izimpahla. Iyunithi yokuphekela i-Jingmen Petrochemical endaweni eseceleni komfula ivaliwe ukuze ilungiswe kuleli sonto. Ngaphezu kwalokho, iyunithi yokuphekela i-Anqing Petrochemical ivaliwe ukuze ilungiswe. Izinsiza ze-medium-sulfur petroleum coke endaweni eseceleni komfula zisaqinile; intengo yesifunda sasenyakatho-ntshonalanga yePetroChina isazinzile kuleli sonto. Ukuthunyelwa okuphelele kuzinzile, futhi uhlu lwefektri ngayinye yokuhluza luphansi; intengo ye-petroleum coke ezindaweni zokuhluza zasendaweni iyeke ukwehla futhi yabuya. Kusukela ekupheleni kwesonto eledlule, indawo yokuphatha engashintshi kwezinye izingxenye zeShandong ivuliwe, izinto zokuhamba nezokuthutha ziye zabuya kancane kancane, futhi uhlu lwezinkampani eziseceleni komfula lube sezingeni eliphansi isikhathi eside. , Intshiseko yokwamukela izimpahla iphezulu, futhi ukwehla okuphelele kwezimpahla ze-petroleum coke ezindaweni zokuhluza kuholele ekukhuphukeni okuqhubekayo kwamanani e-petroleum coke acwengisisiwe. 2. Ngokuphathelene nesidingo esiphansi, inqubomgomo yokuvimbela ubhubhane kwezinye izindawo iye yancishiswa kancane, futhi izinto zokuhamba nezokuthutha ziye zabuya kancane. Ukuhlanganisa impahla ephansi ye-petroleum coke yesikhathi eside, izinto zokusetshenziswa zamabhizinisi aphansi, amabhizinisi aphansi anesifiso esikhulu sokuthenga, futhi inani elikhulu lokuthenga lenziwa emakethe. 3. Ngokuphathelene namachweba, i-petroleum coke engenisiwe kuleli sonto igxile kakhulu eShandong Rizhao Port, eWeifang Port, eQingdao Port Dongjiakou nakwamanye amachweba, kanti impahla ye-port petroleum coke iyaqhubeka nokukhula. Njengamanje, indawo yaseDongying ivuliwe, iGuangli Port ibuyele ekuthunyelweni okujwayelekile, kanti iRizhao Port ibuyele ekujwayelekile. , IWeifang Port, njll. isivinini sokulethwa sisashesha kakhulu. I-petroleum coke ene-sulfur ephansi: Imakethe ye-petroleum coke ene-sulfur ephansi ihweba kancane kuleli sonto, kanti ezinye izindawo zokuhluza zenza izinguquko ezincane. Ngasohlangothini lwesidingo, ukunikezwa okuphelele kwemakethe ye-electrode engemihle engezansi kuyamukeleka, futhi isidingo se-coke kaphethiloli ephansi yesulfur sizinzile; isidingo semakethe yama-electrode e-graphite siyaqhubeka nokuba siphansi; ukwakhiwa kwemboni yekhabhoni ye-aluminium kusesezingeni eliphezulu, futhi izinkampani ngazinye zinqunyelwe kwezokuthutha ngenxa yalolu bhubhane. Ngokwemininingwane yemakethe kuleli sonto, intengo ye-coke kaphethiloli ye-Daqing Petrochemical eNyakatho-mpumalanga yeShayina izinzile futhi izothengiswa ngentengo eqinisekisiwe kusukela ngoNovemba 6; Ukuthengiswa, izindawo ezithule zobhubhane zivuliwe ngokulandelana, futhi ingcindezi kwezokuthutha incishisiwe; intengo yakamuva yebhidi ye-Liaohe Petrochemical kuleli sonto yehle yaya ku-6,900 yuan/ton; intengo ye-coke ye-Jilin Petrochemical yehle yaya ku-6,300 yuan/ton; i-coke kaphethiloli ye-Dagang Petrochemical eNyakatho yeShayina ithenda. Amanani e-CNOOC Asphalt (Binzhou) kanye ne-Taizhou Petrochemical pet coke ayezinzile kuleli sonto, kuyilapho amanani e-Huizhou kanye ne-Zhoushan petrochemical pet coke ehlisiwe kancane, futhi ukuthunyelwa okuphelele kwezindawo zokucwenga bekungekho ngaphansi kwengcindezi.
Kuleli sonto, intengo yemakethe ye-coke ehlanziwe yendawo iyeke ukwehla futhi yabuya. Esigabeni sokuqala, ngenxa yokuphathwa okungaguquki kwezinye izindawo eShandong, izinto zokuhamba kanye nezokuthutha bezingekho bushelelezi, kanti nokuthuthwa kwezimoto kwaphazamiseka kakhulu. Ngenxa yalokho, inani eliphelele le-coke ehlanziwe endaweni yokuhluza yasendaweni laligcwele kakhulu, futhi umthelela entengo ye-coke ehlanziwe yendawo wawusobala. . Kusukela ngempelasonto, izindawo zokuphatha ezingaguquki kwezinye izingxenye zaseShandong ziye zavulwa ngokuyisisekelo, izinto zokuhamba kanye nezokuthutha ziye zabuya kancane kancane, kanti inani lamabhizinisi angaphansi komfula liye laba sezingeni eliphansi isikhathi eside. . Kodwa-ke, ngenxa yomthelela wenani elikhulu le-coke ehlanziwe efika eHong Kong kanye nokuwohloka kwezinkomba eziphelele ze-coke ehlanziwe yendawo, intengo ye-coke ehlanziwe enesulfure engaphezu kuka-3.0% inyukile kancane, futhi izinga laliphansi kunalokho obekulindelekile. Intshiseko isephezulu, intengo ikhuphuka kakhulu, ububanzi bokulungiswa kwentengo buyi-yuan engu-50-330 / ton. Esigabeni sokuqala, ezinye izindawo eShandong zathinteka yisithiyo sezokuthutha kanye nokuthutha, kanti ukugcinwa kwempahla yabakhiqizi kwakukubi kakhulu, okwakusezingeni eliphakathi kuya kweliphezulu; njengoba ezinye izindawo eShandong sezivuliwe, ukuthuthwa kwezimoto sekubuyile, amabhizinisi angaphansi komfula ashukumiseleka kakhulu ukwamukela izimpahla, futhi izindawo zokucwenga zasendaweni sezithuthukisile ukuthunyelwa, impahla iyonke yehle yaba sezingeni eliphansi kuya kweliphakathi. Kusukela ngoLwesine, ukuthengiselana okujwayelekile kwe-low-sulfur coke (cishe i-S1.0%) kwakungu-5130-5200 yuan/ton, kanti ukuthengiselana okujwayelekile kwe-medium-sulfur coke (cishe i-S3.0% kanye ne-vanadium ephezulu) kwakungu-3050-3600 yuan/ton; i-high-sulfur coke I-high vanadium coke (enokuqukethwe kwe-sulfur okungaba ngu-4.5%) inokuthengiswa okujwayelekile okungu-2450-2600 yuan/ton.
Uhlangothi lokuhlinzeka
Kusukela ngomhlaka-10 Novemba, kube nokuvalwa okuvamile okungu-12 kwamayunithi okupheka kuzwelonke. Kuleli sonto, amayunithi okupheka amasha amathathu avalwe ukuze kulungiswe, kwathi elinye isethi lamayunithi okupheka laqala ukusebenza. Umkhiqizo wansuku zonke we-petroleum coke kuzwelonke wawungamathani angu-78,080, kanti izinga lokusebenza kwe-coking lalingu-65.23%, ukwehla ngo-1.12% kusukela ngenyanga edlule.
Uhlangothi lwesidingo
Ngenxa yentengo ephezulu ye-petroleum coke endaweni yokuhluza eyinhloko, amabhizinisi angaphansi komfula ngokuvamile awakhuthazi kangako ukuthola izimpahla, futhi intengo ye-coke yezinye izindawo zokuhluza iyaqhubeka nokwehla; ngenkathi imakethe yokuhluza yendawo, njengoba inqubomgomo yokuvimbela ubhubhane kwezinye izindawo ikhululekile kancane, izinto zokuhamba nezokuthutha ziye zasimama kancane, zibeka izinto zokusetshenziswa zamabhizinisi angaphansi komfula. Izinhlu ze-petroleum coke beziphansi isikhathi eside, futhi amabhizinisi angaphansi komfula anesifiso esinamandla sokuthenga, futhi inani elikhulu lokuthenga lenziwe emakethe. Abanye abathengisi bangene emakethe ukuze basebenze isikhathi esifushane, okuyinto enhle ukuthi intengo ye-petroleum coke ehluziwe ikhuphuke.
Isitoko
Ukuthunyelwa kwefektri enkulu yokuhluza ngokuvamile kujwayelekile, amabhizinisi angaphansi athenga ngokufunwa, kanti isitokwe se-petroleum coke sisonke sisezingeni eliphakathi nendawo. Njengoba inqubomgomo yokuvimbela ubhubhane incishisiwe kwezinye izifunda, amabhizinisi angaphansi angene emakethe ngobuningi obukhulu ukuze athenge, kanti isitokwe se-petroleum coke sendawo sehle saya esiphansi.
(1) Izimboni ezingaphansi kwamanzi
I-coke kaphethiloli ene-calcined: Imakethe ye-coke kaphethiloli ene-sulfur calcined ene-low-sulfur inokuthunyelwa okuzinzile kuleli sonto, futhi ingcindezi yobhubhane eNyakatho-mpumalanga yeShayina inciphile. Imakethe ye-coke kaphethiloli ene-sulfur calcined ene-sulfur ephakathi nendawo nephezulu ihwebe kahle kuleli sonto, isekelwa ukubuya kwentengo ye-coke kaphethiloli eShandong, kanye nentengo yemakethe ye-coke kaphethiloli ene-sulfur ephakathi nendawo nephezulu yayisebenza ezingeni eliphezulu.
Insimbi: Imakethe yensimbi ikhuphuke kancane kuleli sonto. I-Baichuan Steel Composite Index ibingu-103.3, ikhuphuke ngo-1 noma ngo-1% kusukela ngoNovemba 3. Ithintwe amathemba amahle emakethe ngalesi sifo kuleli sonto, ama-black futures asebenza kakhulu. Intengo yemakethe yesikhashana ikhuphuke kancane, futhi umuzwa wemakethe uthuthuke kancane, kodwa ukuthengiselana konke akushintshanga kakhulu. Ekuqaleni kwesonto, intengo eqondisiwe yemishini yensimbi empeleni igcine ukusebenza okuzinzile. Nakuba intengo yemishini yesikhathi esizayo ikhuphuke, ukuthengiselana kwemakethe bekujwayelekile, futhi abathengisi abaningi base behlise izimpahla zabo ngasese. Imishini yensimbi ikhiqiza ngokujwayelekile. Ngenxa yokuthi abadayisi bathatha izimpahla esigabeni sokuqala, ingcindezi endaweni yokugcina impahla yefektri yayingenkulu, futhi ingcindezi esitokweni ishintshele endaweni engezansi. Ukufika kwezinsizakusebenza zasenyakatho kuncane, futhi ama-oda abekwa emakethe ngokufunwa. Njengamanje, yize ukuthengiselana kwemakethe sekuthuthukile, esigabeni sakamuva, uhlelo lwamanje lwamaphrojekthi angezansi luhamba kancane, isimo sokuqala kwephrojekthi asisihle, isidingo sokugcina asisheleli, futhi ukuqala kabusha komsebenzi okwesikhashana akulindelekile ukuthi kube sobala. Qaphela, isidingo singase sehle kamuva. Kulindeleke ukuthi amanani ensimbi azoshintshashintsha esikhathini esifushane.
I-anode ebhakiwe kusengaphambili
Kuleli sonto, intengo yokuthengiselana yemakethe ye-anode ebhakiwe kusengaphambili yaseShayina yahlala izinzile. Intengo eqondile eBaichuan ikhuphuke kancane, ikakhulukazi ngenxa yokululama kwemakethe ye-petroleum coke, intengo ephezulu ye-coal tar pitch, kanye nokusekelwa okungcono kwezindleko. Ngokuphathelene nokukhiqiza, amabhizinisi amaningi asebenza ngokugcwele futhi ukuphakelwa kuzinzile. Ngenxa yokulawulwa kwesimo sezulu esingcolisayo kakhulu kwezinye izindawo, ukukhiqizwa kuthinteka kancane. I-aluminium ye-electrolytic engezansi iqala ezingeni eliphezulu futhi ukuphakelwa kuyanda, futhi isidingo sama-anode abhakiwe siyaqhubeka nokuthuthuka.
Insimbi ye-silicon
Intengo iyonke yemakethe yensimbi ye-silicon yehle kancane kuleli sonto. Kusukela ngomhlaka-10 Novemba, intengo ejwayelekile yemakethe yensimbi ye-silicon yaseShayina yayingu-20,730 yuan/ton, yehle ngo-110 yuan/ton kusukela entengo ngoNovemba 3, ukwehla ngo-0.5%. Intengo yensimbi ye-silicon yehle kancane ekuqaleni kwesonto, ikakhulukazi ngenxa yokuthengiswa kwezimpahla ngabadayisi baseningizimu, kanye nentengo yamanye amazinga ensimbi ye-silicon yehle; intengo yemakethe maphakathi nasekupheleni kwesonto yahlala izinzile ngenxa yokwanda kwezindleko kanye nokuthengwa okuncane. INingizimu-ntshonalanga yeShayina ingene enkathini yamanzi ayisicaba nawomile, futhi amanani kagesi akhuphukile, futhi intengo kagesi ingaqhubeka nokwenyuka ngemva kokuba indawo yaseSichuan ingene enkathini yokomisa. Ezinye izinkampani zinezinhlelo zokuvala izitofu zazo; Isifunda saseYunnan siyaqhubeka nokuba nemingcele kagesi, futhi izinga lokunciphisa amandla liqinisiwe. Uma isimo sibi, isithando somlilo singavalwa esigabeni esilandelayo, futhi umkhiqizo wonke uzoncishiswa; Ukulawulwa kobhubhane eXinjiang kulawulwa ngokuqinile, ukuthuthwa kwezinto zokusetshenziswa kunzima futhi abasebenzi abanele, futhi ukukhiqizwa kwamabhizinisi amaningi kuyathinteka noma kuvalwe ngisho nokunciphisa ukukhiqizwa.
Usimende
Intengo yezinto zokusetshenziswa emakethe yesamende kazwelonke iphezulu, kanti intengo yesamende ikhuphuka kakhulu futhi yehle kancane. Intengo emaphakathi yemakethe yesamende kazwelonke kulo magazini ingu-461 yuan/ton, kanti intengo emaphakathi yemakethe yesonto eledlule yayingu-457 yuan/ton, okuyi-4 yuan/ton ephakeme kunentengo emaphakathi yemakethe yesamende yesonto eledlule. Ngokuphindaphindiwe, ezinye izindawo zilawulwa ngokuqinile, ukunyakaza kwabasebenzi kanye nokuthuthwa kunqunyelwe, kanti inqubekela phambili yokwakha yangaphandle iye yehla. Imakethe esifundeni esisenyakatho isesimweni esibuthakathaka. Njengoba isimo sezulu siba makhaza, imakethe ingene esikhathini esivamile sokuphumula, futhi amaphrojekthi amaningi avalwe ngokulandelana. Amaphrojekthi ambalwa abalulekile kuphela ahleliwe, futhi inani lokuthunyelwa lilonke lincane. Ngenxa yokwenyuka kwamanani amalahle esifundeni esiseningizimu, izindleko zokukhiqiza zamabhizinisi zikhuphukile, kanti amanye amabhizinisi aqalise ukuvalwa kwesitofu okuguquguqukayo, okukhuphule amanani esamende kwezinye izindawo. Sekukonke, amanani esamende kazwelonke akhuphukile futhi ehla.
(2) Izimo zemakethe yechweba
Kuleli sonto, isilinganiso sokuthunyelwa kwansuku zonke kwamachweba amakhulu sasingamathani angu-28,200, kanti inani eliphelele lempahla yamachweba lalingamathani angu-2,104,500, okuwukwenyuka ngo-4.14% kusukela ngenyanga edlule.
Kuleli sonto, i-coke kaphethiloli engenisiwe igxile kakhulu eShandong Rizhao Port, eWeifang Port, eQingdao Port Dongjiakou nakwamanye amachweba. Impahla ye-port petcoke iyaqhubeka nokukhula. Njengamanje, indawo yaseDongying ivuliwe, futhi ukuthunyelwa kweGuangli Port kubuyele esimweni esijwayelekile. I-Rizhao Port, eWeifang Port, njll. Ukuthunyelwa kusashesha. Kuleli sonto, intengo ye-coke kaphethiloli ehlanziwe ikhuphuke ngokushesha, ukuhweba kwe-coke kaphethiloli emachwebeni kuthuthukile, futhi ukuhamba kanye nokuhamba kwezinye izindawo sekuzinzile. Ngenxa yokuqukethwe okuphansi okuqhubekayo kwe-coke kaphethiloli eluhlaza kanye nomthelela ophindaphindayo wobhubhane, amabhizinisi angaphansi komhlaba ashukumiseleka kakhulu ukuqoqa nokugcwalisa amasheya. , isidingo se-coke kaphethiloli sihle; njengamanje, iningi le-coke kaphethiloli efika echwebeni lithengiswa kusengaphambili, futhi isivinini sokulethwa kwechweba sishesha kakhulu. Ngokuphathelene ne-coke kaphethiloli, ukuthambekela kokulandela amanani amalahle asekhaya akukacaci. Amanye amabhizinisi e-silicon carbide angaphansi avinjelwe ukuvikelwa kwemvelo futhi asebenzisa eminye imikhiqizo (amalahle ahlanziwe) ukuze athathe indawo yokukhiqizwa kwe-coke ene-sulfur projectile ene-high-sulfur. Ukuthunyelwa kwemakethe kwe-coke ene-sulfur projectile ene-low-sulfur ne-medium-sulfur 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 lomkhumbi owodwa we-petroleum coke. Ukubhidi kuzokwethulwa ngoNovemba 3 (ngoLwesine), kanti isikhathi sokuvala ibhidi sizoba ngo-10:00 ngoNovemba 4 (ngoLwesihlanu).
Intengo emaphakathi yebhidi eliwinile (i-FOB) icishe ibe yi-US$297/ton; usuku lokuthunyelwa luqala ngoDisemba 27, 2022 kuya kuDisemba 29, 2022 oluvela eMailiao Port, eTaiwan, kanti inani le-petroleum coke ngomkhumbi ngamunye licishe libe yi-6500-7000 ton, kanti okuqukethwe kwesulfure cishe kungama-9%. Intengo yokubhida yi-FOB Mailiao Port.
Intengo ye-CIF ye-US sulfur 2% projectile coke ngoNovemba icishe ibe amadola aseMelika angu-350 / ithani. Intengo ye-CIF ye-US sulfur 3% projectile coke ngoNovemba icishe ibe amadola aseMelika angu-295-300 / ithani. I-US S5%-6% high-sulfur projectile coke ngoNovemba inentengo ye-CIF ecishe ibe amadola aseMelika angu-200-210 / ithani, kanti intengo ye-Saudi projectile coke ngoNovemba icishe ibe amadola aseMelika angu-190-195 / ithani. Intengo ejwayelekile ye-FOB ye-Taiwan coke ngoDisemba 2022 icishe ibe amadola aseMelika angu-297 / ithani.
Umbono wemakethe
I-coke kaphethiloli ene-sulfur ephansi: Ethintwe ubhubhane nezinye izici, amanye amabhizinisi angaphansi komfula awakhuthazi kangako ukuthola izimpahla. I-Baichuan Yingfu ilindele ukuthi intengo yemakethe ye-coke ene-sulfur ephansi izohlala izinzile futhi ihambe kancane ngesonto elizayo, ngokulungiswa ngakunye okucishe kube yi-RMB 100/ton. I-coke kaphethiloli ene-sulfur ephansi nephezulu: Ethintwe yisikhathi sokungasebenzi kwamayunithi e-coking kanye nekhwalithi ehlukile kawoyela ongahluziwe ongenisiwe, imakethe iyonke ephakathi nendawo nephezulu ye-coke kaphethiloli enezinto ezilandelanayo ezingcono (vanadium <500) ayitholakali, kuyilapho ukunikezwa kwe-coke kaphethiloli ene-high-vanadium kuningi futhi ukungeniswa kwamanye amazwe kwenezelwa okwengeziwe. Indawo yokulandelela yokukhula ilinganiselwe, ngakho-ke i-Baichuan Yingfu ilindele ukuthi intengo ye-coke kaphethiloli enezinto ezilandelanayo ezingcono (vanadium <500) isenendawo yokukhuphuka, ububanzi bungaba yi-yuan eyi-100/ton, intengo ye-coke kaphethiloli ene-high-vanadium izinzile kakhulu, futhi amanye amanani e-coke angaphakathi kokuguquguquka okuncane.
Isikhathi sokuthunyelwe: Novemba-11-2022