Uqoqosho lwemarike yaseTshayina luya kukhula ngokuthe ngcembe ngo-2021. Imveliso yemizi-mveliso iya kuqhuba imfuno yesixa semathiriyeli ekrwada. Iimoto, iziseko zophuhliso kunye namanye amashishini aya kugcina imfuno elungileyo ye-aluminiyam ye-electrolytic kunye nentsimbi. Icala lemfuno liyakwenza inkxaso esebenzayo kunye nelungileyo kwimarike yepetcoke.
Kwisiqingatha sokuqala sonyaka, imarike yepetcoke yasekhaya yayirhweba kakuhle, kwaye ixabiso lepetcoke ephakathi kunye nephezulu-sulphur libonise ukunyuka kokuguquguquka. Ukususela ngoJanuwari ukuya kuMeyi, ngenxa yokubonelela okuqinileyo kunye nesidingo esinamandla, amaxabiso e-coke aqhubeka enyuka ngokukhawuleza. NgoJuni, ixabiso le-coke laqala ukunyuka kunye nokunikezelwa, kwaye amanye amaxabiso e-coke awela, kodwa ixabiso lemarike lilonke lisadlula kakhulu kwixesha elifanayo kunyaka odlulileyo.
Iyonke ingeniso yeemarike kwikota yokuqala ibilungile. Ixhaswa yi-market-side side market around the Spring Festival, ixabiso le-petroleum coke libonise ukunyuka okunyukayo. Ukususela ekupheleni kuka-Matshi, ixabiso le-coke ephakathi kunye ne-high-sulfur kwixesha lokuqala liye laphakama kwinqanaba eliphezulu, kwaye imisebenzi ephantsi yokwamkela iyancipha, kwaye amaxabiso e-coke kwezinye iindawo zokucoca ziye zawa. Njengoko ugcino lwe-petcoke lwasekhaya lwalugxininiswe kwikota yesibini, unikezelo lwe-petcoke lwehla kakhulu, kodwa ukusebenza kwecala lemfuno kwamkelekile, okuseyinkxaso efanelekileyo kwimarike ye-petcoke. Nangona kunjalo, ukusukela ngoJuni waqala ukuqalisa kwakhona imveliso ngokulungiswa ngokutsha kwendawo yokucoca, i-aluminiyam ye-electrolytic eMntla nakumazantsi-ntshona eTshayina yayisoloko iveza iindaba ezimbi. Ukongeza, ukunqongophala kwemali kwishishini lekhabhoni eliphakathi kunye nesimo sengqondo esine-bearish kwimarike sithintele isigqi sokuthenga kweenkampani ezisezantsi. Imarike ye-coke iphinde yangena kwinqanaba lokudibanisa.
Ngokutsho kohlalutyo lwedatha ye-Longzhong Information, ixabiso eliqhelekileyo le-2A ye-petroleum coke yi-2653 yuan / itoni, ukunyuka kwexabiso lonyaka-ngonyaka we-1388 yuan / toni kwisiqingatha sokuqala se-2021, ukunyuka kwe-109.72%. Ekupheleni kuka-Matshi, amaxabiso e-coke anyuke ukuya phezulu kwi-2,700 yuan / toni kwisiqingatha sokuqala sonyaka, ukunyuka konyaka-ngonyaka kwe-184.21%. Ixabiso le-3B ye-petroleum coke lachaphazeleka kakhulu kulondolozo oluphakathi kwendawo yokucokisa. Ixabiso le-coke laqhubeka nokunyuka kwikota yesibini. Phakathi koMeyi, ixabiso le-coke liye laphakama kwi-2370 yuan / toni kwisiqingatha sokuqala sonyaka, ukunyuka konyaka-ngonyaka we-111.48%. Imarike ye-coke ephezulu yesulfure isarhweba, kunye nexabiso eliphakathi kwisiqingatha sokuqala sonyaka yi-1455 yuan / ton, ukwanda kwe-93.23% ngonyaka.
Iqhutywa lixabiso lezinto eziluhlaza, isulfure yasekhaya i-calcined coke ixabiso kwisiqingatha sokuqala se-2021 ibonise i-step-up trend. Urhwebo lulonke lwemalike yokwenziwa kwecalcining lwalulungile, kwaye imfuno yecala lokuthengwa kwempahla ibizinzile, nto leyo elungele ukuthunyelwa kwamashishini anecalcined.
Ngokutsho kohlalutyo lwedatha ye-Longzhong Information, kwisiqingatha sokuqala se-2021, ixabiso eliqhelekileyo le-coke ye-sulfur calcined yayiyi-2,213 yuan / ton, ukunyuka kwe-880 yuan / toni xa kuthelekiswa nesiqingatha sokuqala se-2020, ukwanda kwe-66.02%. Kwikota yokuqala, imarike yesulfure iyonke yayithengiswa kakuhle. Kwikota yokuqala, i-cargo general calcined coke enomxholo wesulfure we-3.0% yaphakanyiswa yi-600 yuan / ton, kwaye ixabiso eliqhelekileyo laliyi-2187 yuan / ton. Umxholo wesulfure we-3.0% we-vanadium ye-300PM ye-coke ye-calcined inyuke nge-480 yuan / ton, kunye nexabiso eliphakathi kwe-2370 yuan / ton. Kwikota yesibini, ukunikezelwa kwe-coke ye-petroleum ephakathi kunye ne-high-sulfur e-China yehla kwaye ixabiso le-coke laqhubeka nokunyuka. Nangona kunjalo, iinkampani zekhabhoni ezisezantsi zinomdla olinganiselweyo wokuthenga. Njengekhonkco eliphakathi kwimarike yekhabhoni, iinkampani zokubala zinelizwi elincinci phakathi kweemarike zekhabhoni. Inzuzo yemveliso iyaqhubeka nokuhla, uxinzelelo lweendleko luyaqhubeka ukwanda, kwaye amaxabiso e-coke e-calcined atyhala phezulu. Ukususela ngoJuni, kunye nokubuyiswa kwe-coke ye-coke yasekhaya kunye ne-high-sulfur, ixabiso le-coke lawa kunye nalo, kwaye inzuzo yamashishini e-calcining yajika yaba yinzuzo. Ixabiso lentengiselwano ye-coke ye-cargo calcined jikelele kunye nomxholo wesulfure we-3% yahlengahlengiswa kwi-2,650 yuan / toni, kunye nomxholo wesulfure we-3.0% kunye nomxholo we-vanadium wawuyi-300PM. Ixabiso lentengiselwano ye-coke ye-calcined yenyuka ukuya kwi-2,950 yuan / ton.
Ngo-2021, ixabiso lasekhaya le-anode eliphekiweyo liya kuqhubeka nokunyuka, kunye nokunyuka okunyukayo kwe-910 yuan / toni ukususela ngoJanuwari ukuya kuJuni. Ukususela ngoJuni, ixabiso lokuthenga i-benchmark ye-anodes ebhakiwe kwangaphambili e-Shandong inyuke ukuya kwi-4225 yuan / ton. Njengoko amaxabiso ezinto eziluhlaza eqhubeka nokunyuka, uxinzelelo lwemveliso yeenkampani ze-anode ezibhakiweyo zanda. NgoMeyi, ixabiso letela yetha linyuke kakhulu. Ukuxhaswa ngeendleko, ixabiso le-anode eliphekiweyo liphakame ngokukhawuleza. NgoJuni, njengoko ixabiso lokuhanjiswa kwetela yamalahle liye lehla, ixabiso lepetroleum coke lahlengahlengiswa ngokuyinxenye, kwaye inzuzo yemveliso yamashishini e-anode abhakiwe kwangaphambili aphinde aphinda-phinda.
Ukusukela ngo-2021, umzi-mveliso we-aluminiyam we-electrolytic wasekhaya uye wagcina umkhwa wamaxabiso aphezulu kunye nengeniso ephezulu. Inzuzo ngetoni nganye yexabiso le-aluminiyam ye-electrolytic inokufikelela kuma-5000 yuan/toni, kwaye izinga lokusebenzisa amandla emveliso ye-aluminiyam ye-electrolytic yasekhaya iye yagcinwa malunga ne-90%. Ukususela ngoJuni, isiqalo sonke soshishino lwe-aluminiyam ye-electrolytic siye sancipha kancinci. I-Yunnan, i-Inner Mongolia, kunye ne-Guizhou ziye zandisa ngokulandelelana ulawulo lwamashishini asebenzisa amandla amaninzi afana ne-electrolytic aluminium. Ukongezelela, imeko ye-electrolytic aluminium destocking iye yaqhubeka ikhula. Ukususela ekupheleni kukaJuni, i-inventri ye-aluminiyam ye-electrolytic yasekhaya iNcitshiswe malunga ne-850,000 yeetoni.
Ngokutsho kwedatha evela kuLwazi lweLongzhong, imveliso ye-aluminiyam ye-electrolytic yasekhaya kwisiqingatha sokuqala sika-2021 yayimalunga ne-19.35 yezigidi zeetoni, ukwanda kwe-1.17 yezigidi zeetoni okanye i-6.4% ngonyaka. Kwisiqingatha sokuqala sonyaka, i-avareji yexabiso le-aluminiyam yendawo yasekhaya e-Shanghai yayiyi-17,454 yuan/toni, ukwanda kwe-4,210 yuan/toni, okanye i-31.79%. Ixabiso lemarike ye-aluminiyam ye-electrolytic iqhubekile ukuguquguquka ukusuka ngoJanuwari ukuya kuMeyi. Phakathi kuMeyi, ixabiso le-aluminiyam e-Shanghai lenyuka ngokukhawuleza laya kwi-20,030 yuan / ton, yafikelela kwinqanaba eliphezulu lexabiso le-aluminiyam ye-electrolytic kwisiqingatha sokuqala sonyaka, inyuka nge-7,020 yuan / ton ngonyaka-ngonyaka, ukunyuka. ye-53.96%.
Uqikelelo lwentelekelelo:
Kusekho izicwangciso zolondolozo lwezinye iindawo zokucoca zasekhaya kwisiqingatha sesibini sonyaka, kodwa njengoko ukulungiswa kwangaphambili kweendawo zokucokisa kwaqala ukuvelisa i-coke, unikezelo lulonke lwe-petcoke lwasekhaya lunempembelelo encinane. Iinkampani zekhabhoni ezisezantsi ziye zaqala ngokuzinzileyo, kwaye i-terminal electrolytic aluminium market inokunyusa imveliso kwaye iqalise amandla okuvelisa. Nangona kunjalo, ngenxa yolawulo lwethagethi ezimbini-khabhoni, izinga lokukhula kwemveliso lilindeleke ukuba lilinganiselwe. Nokuba ilizwe lilahla oovimba ukuze banciphise uxinzelelo lokubonelela, ixabiso le-aluminiyam ye-electrolytic lisawugcina umkhwa wokuguquguquka okuphezulu. Okwangoku, amashishini e-aluminiyam ye-electrolytic anengeniso, kwaye i-terminal isenayo inkxaso ethile evumayo kwimarike ye-petcoke.
Kulindeleke ukuba kwisiqingatha sesibini sonyaka, ngenxa yempembelelo yonikezelo kunye nemfuno, amanye amaxabiso e-coke anokutshintshwa kancinci, kodwa ngokubanzi, amaxabiso asekhaya aphakathi kunye ne-high-sulfur petroleum coke asasebenza kwinqanaba eliphezulu.
Ixesha lokuposa: Jul-23-2021