Uqoqosho lwemarike yaseTshayina luya kukhula ngokuthe gqolo 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 nokunyuka 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 yemarike 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 yokwamkela ephantsi iyancipha, kwaye amaxabiso e-coke kwezinye iindawo zokucoca ziye zawa.Njengoko ukugcinwa kweepetcoke zasekhaya kwakugxininiswe 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 kwe-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 lenyuka laya kwi-2370 yuan / toni kwisiqingatha sokuqala sonyaka, ukunyuka konyaka-ngonyaka kwe-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 belulunge kakhulu, 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 yesulfure 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/toni, ngexabiso 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 nokunyuka, kwaye amaxabiso e-coke e-calcined atyhala phezulu.Ukususela ngoJuni, kunye nokubuyiswa kwe-coke ephakathi kunye ne-high-sulfur coke, ixabiso le-coke lawa kunye nalo, kwaye inzuzo yamashishini e-calcining yajika yaba yinzuzo.Ixabiso lentengiselwano yomthwalo jikelele we-coke calcined kunye nomxholo wesulfure we-3% wahlengahlengiswa 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 ebhakiweyo yaphinda yaphinda yaphindaphindeka.
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 lokusetyenziswa kwemveliso ye-aluminiyam ye-electrolytic yasekhaya iye yagcinwa malunga ne-90%.Ukususela ngoJuni, isiqalo esipheleleyo 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 iqhubekile nokunyuka.Ukususela ekupheleni kukaJuni, i-inventory ye-aluminiyam ye-electrolytic yasekhaya iNcitshiswe malunga ne-850,000 yeetoni.
Ngokutsho kwedatha evela kwi-Longzhong Information, 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-aluminium yendawo yasekhaya e-Shanghai yayiyi-17,454 yuan/toni, ukunyuka 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 ukuya 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 ezisezantsi zekhabhoni ziqale ngokuzinzileyo, kwaye imakethi ye-aluminium ye-electrolytic 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 yokubonelela kunye nokufunwa, 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