Uqoqosho lwemarike yaseTshayina luya kukhula ngokuthe chu ngo-2021. Imveliso yemizi-mveliso iya kuqhuba imfuno yezinto ezisetyenziswa kakhulu. Iimoto, iziseko zophuhliso kunye nezinye iimboni ziya kugcina imfuno entle ye-aluminium kunye nentsimbi ye-electrolytic. Icala lemfuno liya kwenza inkxaso esebenzayo nefanelekileyo kwimarike ye-petcoke.
Kwisiqingatha sokuqala sonyaka, imakethi yepetcoke yasekhaya yayirhweba kakuhle, kwaye ixabiso lepetcoke ephakathi nephezulu yesulfure libonise ukunyuka kokuguquguquka. Ukususela ngoJanuwari ukuya kuMeyi, ngenxa yokungabikho kobonelelo oluqinileyo kunye nemfuno enamandla, amaxabiso ecoke aqhubeka nokunyuka kakhulu. NgoJuni, ixabiso lecoke laqala ukunyuka kunye nobonelelo, kwaye amanye amaxabiso ecoke ehla, kodwa ixabiso lemakethi iyonke lisadlula kakhulu ixesha elifanayo kunyaka ophelileyo.
Utshintsho olupheleleyo kwimarike kwikota yokuqala belulungile. Ixhaswa yimarike ekwicala lemfuno ngexesha leNtwasahlobo, ixabiso le-petroleum coke libonise umkhwa okhulayo. Ukusukela ekupheleni kukaMatshi, ixabiso le-coke ephakathi nephezulu kwi-sulfur kwixesha lokuqala linyuke laya kwinqanaba eliphezulu, kwaye imisebenzi yokufumana i-downstream iye yehla, kwaye amaxabiso e-coke kwezinye iindawo zokucoca aye ehla. Njengoko ukugcinwa kwe-petcoke yasekhaya kwakugxininiswe kwikota yesibini, ukunikezelwa kwe-petcoke kwehle kakhulu, kodwa ukusebenza kwecala lemfuno kwamkelekile, oku kuseyinkxaso elungileyo kwimarike ye-petcoke. Nangona kunjalo, ukusukela ngoJuni kwaqala ukuqalisa imveliso ngokulungiswa kwefektri, i-aluminium ye-electrolytic eMntla naseMzantsi-ntshona weTshayina yayidla ngokutyhila iindaba ezimbi. Ukongeza, ukunqongophala kwemali kwishishini lekhabhoni eliphakathi kunye nesimo sengqondo sokungakhathali kwimarike kuthintele isigqi sokuthenga seenkampani ezikwi-downstream. Imarike ye-coke iphinde yangena kwinqanaba lokudibanisa.
Ngokwengxelo yohlalutyo lwedatha yeLongzhong Information, ixabiso eliqhelekileyo le-2A petroleum coke yi-2653 yuan/ton, ukunyuka okuphakathi kwexabiso lonyaka nonyaka le-1388 yuan/ton kwisiqingatha sokuqala sowama-2021, ukunyuka kwe-109.72%. Ekupheleni kukaMatshi, amaxabiso e-coke anyuke aya kwi-2,700 yuan/ton kwisiqingatha sokuqala sonyaka, ukunyuka konyaka nonyaka kwe-184.21%. Ixabiso le-3B petroleum coke lichaphazeleke kakhulu kukugcinwa kweendawo zokucola. Ixabiso le-coke liqhubekile nokunyuka kwikota yesibini. Phakathi kuMeyi, ixabiso le-coke lenyuke laya kwi-2370 yuan/ton kwisiqingatha sokuqala sonyaka, ukunyuka konyaka nonyaka kwe-111.48%. Imakethi ye-coke ene-sulfur ephezulu isathengiswa, ixabiso eliqhelekileyo kwisiqingatha sokuqala sonyaka liyi-1455 yuan/ton, ukunyuka kwe-93.23% unyaka nonyaka.
Iqhutywa lixabiso lezinto eziluhlaza, ixabiso le-coke yesalfure e-calcined coke yasekhaya kwisiqingatha sokuqala sika-2021 libonise umkhwa wokunyuka. Urhwebo lulonke lwemarike ye-calcined belulungile, kwaye ukuthengwa kwecala lemfuno bekuzinzile, nto leyo elungele ukuthunyelwa kwamashishini ane-calcined.
Ngokwengxelo yohlalutyo lwedatha yeLongzhong Information, kwisiqingatha sokuqala sika-2021, ixabiso eliqhelekileyo le-sulphur calcined coke yayiyi-2,213 yuan/ton, ukunyuka kwe-880 yuan/ton xa kuthelekiswa nesiqingatha sokuqala sika-2020, ukunyuka kwe-66.02%. Kwisiqingatha sokuqala, imakethi iyonke ye-high-sulfur yayirhwetywe kakuhle. Kwisiqingatha sokuqala, i-cargo calcined coke iyonke enomxholo we-sulfur we-3.0% inyuswe yi-600 yuan/ton, kwaye ixabiso eliqhelekileyo yayiyi-2187 yuan/ton. Umxholo we-sulphur we-3.0% vanadium content we-300PM calcined coke unyuke nge-480 yuan/ton, ngexabiso eliqhelekileyo le-2370 yuan/ton. Kwisiqingatha sesibini, ukunikezelwa kwe-petroleum coke ephakathi nephezulu ye-sulfur eTshayina kwehla kwaye ixabiso le-coke liqhubekile nokunyuka. Nangona kunjalo, iinkampani zekhabhoni ezisezantsi zinomdla wokuthenga omncinci. Njengekhonkco eliphakathi kwimarike yekhabhoni, iinkampani ze-calcining azinalo ilizwi lininzi phakathi kwimarike yekhabhoni. Inzuzo yemveliso iyaqhubeka nokwehla, uxinzelelo lweendleko luyaqhubeka nokunyuka, kwaye amaxabiso e-calcined coke anyuka. Isantya sokunyuka siyehla. Ukususela ngoJuni, ngokubuyiselwa kobonelelo lwe-coke ephakathi neye-sulfur ephezulu yasekhaya, ixabiso le-coke ethile lehla kunye nayo, kwaye inzuzo yamashishini e-calcining yajika yaba yinzuzo. Ixabiso lentengiselwano ye-coke eqhelekileyo ye-calcined cargo enomxholo we-sulfur we-3% ilungisiwe ukuya kwi-2,650 yuan/ton, kwaye umxholo we-sulfur we-3.0% kunye nomxholo we-vanadium wawuyi-300PM. Ixabiso lentengiselwano ye-coke ye-calcined lenyuka laya kwi-2,950 yuan/ton.
Ngowama-2021, ixabiso lasekhaya lee-anode ezibhakiweyo kwangaphambili liza kuqhubeka linyuka, kunye nokunyuka okuhlangeneyo kwe-910 yuan/ton ukusuka ngoJanuwari ukuya kuJuni. Ukususela ngoJuni, ixabiso lokuthenga elilinganiselweyo lee-anode ezibhakiweyo kwangaphambili eShandong linyuke laya kwi-4225 yuan/ton. Njengoko amaxabiso ezinto eziluhlaza eqhubeka enyuka, uxinzelelo lwemveliso yeenkampani ze-anode ezibhakiweyo kwangaphambili lunyukile. NgoMeyi, ixabiso le-tar pitch yamalahle linyuke kakhulu. Ixhaswa ziindleko, ixabiso lee-anode ezibhakiweyo kwangaphambili linyuke kakhulu. NgoJuni, njengoko ixabiso lokuhanjiswa kwe-tar pitch yamalahle lihla, ixabiso le-petroleum coke lahlengahlengiswa kancinci, kwaye inzuzo yemveliso yeenkampani ze-anode ezibhakiweyo kwangaphambili ibuyele umva.
Ukususela ngo-2021, ishishini le-aluminium ye-electrolytic yasekhaya liye lagcina umkhwa wamaxabiso aphezulu kunye nenzuzo ephezulu. Inzuzo ngetoni nganye yexabiso le-aluminium ye-electrolytic inokufikelela kwi-5000 yuan/ton, kwaye izinga lokusetyenziswa kwamandla emveliso ye-aluminium ye-electrolytic yasekhaya liye lagcinwa malunga ne-90%. Ukususela ngoJuni, ukuqala ngokubanzi kweshishini le-aluminium ye-electrolytic liye lehla kancinci. IYunnan, i-Inner Mongolia, kunye neGuizhou ziye zandisa ulawulo lwemizi-mveliso esebenzisa amandla amaninzi njenge-aluminium ye-electrolytic. Ukongeza, imeko yokususwa kwe-aluminium ye-electrolytic iqhubekile nokukhula. Ukusukela ekupheleni kukaJuni, uluhlu lwe-aluminium ye-electrolytic yasekhaya luye lwancipha lwaya kwiitoni ezingama-850,000.
Ngokwedatha evela kwiLongzhong Information, imveliso ye-aluminium ye-electrolytic yasekhaya kwisiqingatha sokuqala sowama-2021 yayimalunga ne-19.35 yezigidi zeetoni, ukunyuka kwe-1.17 yezigidi zeetoni okanye i-6.4% ngonyaka. Kwisiqingatha sokuqala sonyaka, ixabiso eliqhelekileyo le-aluminium ye-spot yasekhaya eShanghai yayiyi-17,454 yuan/ton, ukunyuka kwe-4,210 yuan/ton, okanye i-31.79%. Ixabiso lemarike ye-aluminium ye-electrolytic liqhubekile nokunyuka ukusuka ngoJanuwari ukuya kuMeyi. Phakathi kuMeyi, ixabiso le-aluminium ye-spot eShanghai lenyuke kakhulu laya kwi-20,030 yuan/ton, lafikelela kwinqanaba eliphezulu lexabiso le-aluminium ye-electrolytic kwisiqingatha sokuqala sonyaka, lanyuka nge-7,020 yuan/ton unyaka nonyaka, ukunyuka kwe-53.96%.
Uqikelelo lwe-Outlook:
Kusekho izicwangciso zokugcinwa kwezinye iindawo zokucoca zasekhaya kwisiqingatha sesibini sonyaka, kodwa njengoko ukugcinwa kwangaphambili kweendawo zokucoca kwaqala ukuvelisa i-coke, ukunikezelwa kwe-petcoke yasekhaya ngokubanzi akunampembelelo ingako. Iinkampani zekhabhoni ezisezantsi ziqale ngokuzinzileyo, kwaye imakethi ye-aluminium ye-electrolytic terminal inokunyusa imveliso kwaye iqalise kwakhona amandla emveliso. Nangona kunjalo, ngenxa yolawulo lwe-dual-carbon target, izinga lokukhula kwemveliso kulindeleke ukuba lincitshiswe. Nokuba ilizwe lilahla iireserve ukuze kuncitshiswe uxinzelelo lokubonelela, ixabiso le-aluminium ye-electrolytic lisaqhubeka nokutshintshatshintsha okuphezulu. Okwangoku, amashishini e-aluminium ye-electrolytic anenzuzo, kwaye i-terminal isenenkxaso ethile efanelekileyo kwimakethi ye-petcoke.
Kulindeleke ukuba kwisiqingatha sesibini sonyaka, ngenxa yempembelelo yokubonelela kunye nemfuno, amanye amaxabiso e-coke anokulungiswa kancinci, kodwa ngokubanzi, amaxabiso e-coke ye-petroleum ephakathi kunye ne-sulfur ephezulu asasebenza kwinqanaba eliphezulu.
Ixesha lokuthumela: Julayi-23-2021