Isishwankathelo semarike
Kule veki, ukuthunyelwa ngokubanzi kwemarike yepetroleum coke kwahlulwa. Ummandla weDongying kwiPhondo laseShandong awuvalwanga kule veki, kwaye umdla wokufumana iimpahla ezisuka emazantsi omlambo wawuphezulu. Ukongeza, ixabiso le-petroleum coke kwiindawo zokucoca zendawo liye lehla, kwaye liye lehla kakhulu kwixabiso elisezantsi. I-downstream ithenga ngokusebenzayo kunye nokupheka kwendawo. Ixabiso laqala ukunyuka; iindawo zokucoca eziphambili ziqhubekile ukuba namaxabiso aphezulu, kwaye umsinga osezantsi jikelele wawungakhuthazi kakhulu ukufumana iimpahla, kwaye ixabiso lepetroleum coke kwezinye iindawo zokucoca laqhubeka nokuhla. Kule veki, ii-Sinopec zokucoca zithengiswa ngexabiso elizinzileyo. Amanye amaxabiso e-coke e-PetroChina's refineries ehla nge-150-350 yuan / ton, kwaye ezinye iindawo zokucoca ze-CNOOC zehlisa amaxabiso e-coke nge-100-150 yuan / ton. Ipetroleum coke yabahluzi basekuhlaleni yayeka ukuwa yaza yaphinda yazala. Uluhlu 50-330 yuan / ton.
Uhlalutyo lwezinto ezichaphazela i-petroleum coke market kule veki
Phakathi kunye nephezulu sulfur petroleum coke
1. Ngokubhekiselele kunikezelo, iyunithi yokupheka yeYanshan Petrochemical eNyakatho yeChina iya kuvalwa ukugcinwa kweentsuku ze-8 ukususela ngoNovemba 4th, ngelixa i-Tianjin Petrochemical ilindele ukuba ukuthengiswa kwangaphandle kwe-petroleum coke kuya kuncipha kule nyanga. Ngoko ke, ukunikezelwa ngokubanzi kwe-petroleum coke ephezulu yesulfure eNyakatho yeChina kuya kuncipha, kwaye i-downstream iya kukhuthazwa ngakumbi ukuba ithathe iimpahla. Iyunithi yokupheka i-Jingmen Petrochemical coking kwindawo engasemlanjeni ivaliwe ukuze ilungiswe kule veki. Ukongezelela, iyunithi ye-coking ye-Anqing Petrochemical ivaliwe ukuze igcinwe. Ubuncwane be-petroleum coke ye-sulphur ephakathi kummandla ongasemlanjeni zisaxinile xa kuthelekiswa; ixabiso lePetroChina kummandla osemntla-ntshona usezinzile kule veki. Ukuthunyelwa ngokubanzi kuzinzile, kwaye uluhlu lwempahla yokucoca nganye luphantsi; ixabiso lepetroleum coke kwiindawo zokucokisa zalapha liyekile ukuhla kwaye liphinde laphindaphindeka. Ukusukela ekupheleni kweveki ephelileyo, indawo yolawulo engatshintshiyo kwezinye iindawo zaseShandong ayivalwanga, ulungiselelo kunye nothutho luye lwachacha ngokuthe ngcembe, kwaye uluhlu lwamashishini asezantsi lukwinqanaba eliphantsi ixesha elide. , Umdla wokufumana iimpahla uphezulu, kwaye ukuncitshiswa kukonke kwempahla yepetroleum coke kwiindawo zokucokisa kuye kwabangela ukunyuka okuqhubekayo kwamaxabiso epetroleum coke esulungekileyo. 2. Ngokwemfuno esezantsi, umgaqo-nkqubo wothintelo lwendyikityha kwezinye iindawo uye wanyenyiswa kancinane, kwaye ulungiselelo nothutho luye lwachacha kancinci. Ukugquma uluhlu lwexesha elide oluphantsi lwe-petroleum coke, izinto eziluhlaza zamashishini asezantsi, amashishini asezantsi anomdla oqinileyo wokuthenga, kunye nenani elikhulu lokuthengwa kweemarike. 3. Ngokubhekiselele kumazibuko, i-petroleum coke ethunyelwa ngaphandle kweli veki igxininiswe kakhulu e-Shandong Rizhao Port, e-Weifang Port, e-Qingdao Port Dongjiakou kunye namanye amachweba, kunye ne-port petroleum coke inventory iyaqhubeka nokukhula. Okwangoku, indawo ye-Dongying ayivaliwe, i-Guangli Port ibuyele kwimpahla eqhelekileyo, kwaye i-Rizhao Port ibuyele kwesiqhelo. , I-Weifang Port, njl. isantya sokuhanjiswa sisakhawuleza ngokwentelekiso. I-low-sulfur petroleum coke: I-low-sulfur petroleum coke market yathengiswa ngokuthe ngcembe kule veki, kunye nezinye iindawo zokucoca zenza uhlengahlengiso oluncinci. Kwicala lemfuno, ukubonelelwa ngokubanzi kwemarike ye-electrode embi esezantsi kwamkelekile, kwaye imfuno ye-low-sulfur petroleum coke izinzile; imfuno yemarike yee-electrode zegraphite iyaqhubeka ukuba tyaba; ukwakhiwa kweshishini lekhabhoni ye-aluminium kusekho kwinqanaba eliphezulu, kwaye iinkampani ezizimeleyo zilinganiselwe kwezothutho ngenxa yobhubhane. Ngokweenkcukacha zemarike kule veki, ixabiso le-Daqing Petrochemical petroleum coke e-Northeast China lizinzile kwaye liya kuthengiswa ngexabiso eliqinisekisiweyo ukususela ngoNovemba 6; Ukuthengisa, iindawo ezolileyo zendyikityha ziye zavulwa emva komnye, kwaye uxinzelelo kwezothutho luye lwancitshiswa; Ixabiso lebhidi ye-Liaohe Petrochemical yamva nje kule veki yehle ukuya kwi-6,900 yuan / ton; Ixabiso le-coke likaJilin Petrochemical lithotywe laya kutsho kwi-6,300 yuan/toni; Ithenda ye-Dagang Petrochemical's petroleum coke eMntla China. I-CNOOC ye-CNOOC Asphalt (i-Binzhou) kunye ne-Taizhou Petrochemical pet coke amaxabiso azinzile kule veki, ngelixa i-Huizhou kunye ne-Zhoushan i-petrochemical pet coke amaxabiso athotywa kancinci, kwaye ukuthunyelwa ngokubanzi kwezinto zokucoca kwakungekho phantsi koxinzelelo.
Kule veki, ixabiso lemarike yepetroleum ecociweyo yecoke iyekile ukuwa kwaye yaphinda yaphindaphindeka. Kwinqanaba lokuqala, ngenxa yolawulo olungatshintshiyo lweminye imimandla yaseShandong, ulungiselelo kunye nokuthuthwa kwakungahambi kakuhle, kwaye ukuthuthwa kwemoto kwakuthintelwe kakhulu. Kangangokuba, uluhlu lulonke lwe-petroleum coke kwindawo yokucokisa yasekhaya lwaye lwaqina kakhulu, kwaye impembelelo kwixabiso lecoke esulungekileyo yepetroleum yasekhaya yayicacile. . Ukusukela kwimpelaveki, imimandla yolawulo engatshintshiyo kwezinye iindawo zaseShandong ayivalwanga, ulungiselelo kunye nothutho luye lwachacha ngokuthe ngcembe, kwaye uluhlu lwamashishini asezantsi lukwinqanaba eliphantsi ixesha elide. . Nangona kunjalo, ngenxa yempembelelo yenani elikhulu lepetroleum coke evela kumazwe angaphandle efika eHong Kong kunye nokuwohloka kwezalathi ezipheleleyo zokusulungekiswa kwecoke yepetroleum yasekhaya, ixabiso lepetroleum coke nesalfure ngaphezulu kwe-3.0% linyuke kancinci, kwaye isantya saba ngaphantsi kunokulindelekile. Intshiseko isephezulu, ixabiso liphakama ngokukhawuleza, uluhlu lohlengahlengiso lwexabiso luyi-50-330 yuan / ton. Kwinqanaba lokuqala, ezinye iindawo zaseShandong zachatshazelwa kuthintelo lolungiselelo kunye nothutho, kwaye ukusilela koluhlu lwabavelisi kwakunobuzaza, obukwinqanaba eliphakathi ukuya phezulu; ngoku ukuba ezinye iindawo zaseShandong ziye zavulwa, ukuthuthwa kweemoto kubuyiselwe, amashishini asezantsi akhuthazeka ngakumbi ukuba afumane iimpahla, kwaye iindawo zokucoca zasekuhlaleni ziphucule ukuthunyelwa kwempahla , uluhlu olupheleleyo lwawela kumanqanaba aphantsi ukuya aphakathi. NgoLwesine, ukuthengiselana okuqhelekileyo kwe-coke ephantsi kwesulfure (malunga ne-S1.0%) kwakuyi-5130-5200 yuan / ton, kunye ne-transaction ye-coke ephakathi kwesulfure (malunga ne-S3.0% kunye ne-vanadium ephezulu) yayingu-3050- 3600 yuan/toni; high-sulphur coke I-vanadium coke ephezulu (enomxholo wesulfure malunga ne-4.5%) inomsebenzi oqhelekileyo we-2450-2600 yuan / ton.
Icala lonikezelo
Ukusukela nge-10 kaNovemba, bekukho ukuvalwa okuqhelekileyo kwe-12 yeeyunithi zokupheka kwilizwe lonke. Kule veki, iiyunithi ezi-3 zokuphekela ezintsha ziye zavalwa ukuze zilungiswe, kwaza kwasetyenziswa nenye iseti yeeyunithi zokuphekela. Imveliso yemihla ngemihla yepetroleum coke ibiziitoni ezingama-78,080, kwaye izinga lokusebenza kwecoke ibingama-65.23%, ukwehla nge-1.12% kwinyanga edlulileyo.
Icala lemfuno
Ngenxa yexabiso eliphezulu le-petroleum coke kwindawo yokucoca engundoqo, amashishini asezantsi ngokuqhelekileyo awakhuthazi kakhulu ukufumana iimpahla, kwaye ixabiso le-coke kwezinye iindawo zokucoca liyaqhubeka nokuhla; ngelixa kwimarike yokusulungekisa yasekhaya, njengoko umgaqo-nkqubo wothintelo lwendyikityha kwezinye iindawo uyekelele kancinane, ulungiselelo kunye nothutho ziphinde zachacha kancinane, ukongamela imathiriyeli ekrwada yamashishini asezantsi. Uluhlu lwe-petroleum coke luphantsi ixesha elide, kwaye amashishini asezantsi anomnqweno onamandla wokuthenga, kwaye inani elikhulu lokuthenga liye lenziwa kwiimarike. Abanye abarhwebi bangene kwimarike kwimisebenzi yexesha elifutshane, elilungele ukuba ixabiso le-petroleum coke ecocekileyo linyuke.
Uluhlu lwempahla
Uthutho olungundoqo lomhluzi luba ngumndilili, amashishini asezantsi athengwa ngokwemfuno, kwaye uluhlu lwempahla yepetroleum coke iyonke ikwinqanaba eliphakathi. Ngokunyenyiswa kancinane komgaqo-nkqubo wothintelo lobhubhane kweminye imimandla, amashishini asezantsi angena emarikeni ngobuninzi ukuze athenge, kwaye uluhlu lwempahla yepetroleum coke yokucoca lwehle ngokubanzi. ukuya phakathi-phantsi.
(1) Amashishini asezantsi
I-coke ye-petroleum ene-calcined: I-low-sulfur calcined petroleum coke market inokuthunyelwa okuzinzile kule veki, kwaye uxinzelelo lwe-bhubhane eNyakatho-mpuma ye-China luye lwancipha. I-medium kunye ne-high sulfur calcined petroleum coke market yathengiswa kakuhle kule veki, ixhaswa yi-rebound kwixabiso le-petroleum coke e-Shandong, kunye nexabiso lemarike ye-coke ye-petroleum ye-sulphur ephakathi kunye nephezulu yayisebenza kwizinga eliphezulu.
Intsimbi: Imarike yentsimbi inyuke kancinci kule veki. I-Baichuan Steel Composite Index yayiyi-103.3, inyuke nge-1 okanye i-1% ukusuka nge-3 kaNovemba. Ixabiso lemarike yendawo liye lanyuka kancinci, kwaye intengiso yentengiso iphuculwe kancinci, kodwa yonke into ayitshintshanga kakhulu. Ekuqaleni kweveki, ixabiso lesikhokelo leentsimbi zensimbi ngokusisiseko zigcine ukusebenza okuzinzile. Nangona ixabiso leenkumba ezizayo liye lanyuka, ukuthengiswa kweemarike kwakuqhelekileyo, kwaye abathengisi abaninzi baye bathoba ngokufihlakeleyo ukuthunyelwa kwabo. Iintsimbi zentsimbi zivelisa ngokuqhelekileyo. Ngenxa yokuba abahwebi bathatha iimpahla kwinqanaba lokuqala, uxinzelelo kwi-warehouse yefektri yayingekho enkulu, kwaye uxinzelelo kwi-inventory yatshintshela ezantsi. Ukufika kwemithombo yasemantla kuncinci, kwaye imiyalelo ibekwe ngokusisiseko kwimarike ngokufunwa. Okwangoku, nangona intengiselwano yemarike iye yaphucuka, kwinqanaba lamva, umyalelo wangoku weeprojekthi ezisezantsi ziyancipha, imeko yokuqaliswa kweprojekthi ayilungile, imfuno ye-terminal ayigudi, kwaye ukuqaliswa kwakhona kwexesha elifutshane lomsebenzi. akulindelekanga ukuba kucace. Lumka, imfuno inokuhla kamva. Kulindeleke ukuba amaxabiso ensimbi atshintshe kwixesha elifutshane.
I-anode ephekiweyo
Kule veki, ixabiso lentengiselwano yemarike ye-anode yaseTshayina yahlala izinzile. Ixabiso lendawo e-Baichuan linyuke kancinci, ngakumbi ngenxa yokufunyanwa kwakhona kwemarike yepetroleum coke, ixabiso eliphezulu letela yamalahle, kunye nenkxaso yeendleko ezingcono. Ngokubhekiselele kwimveliso, amaninzi amashishini asebenza ngokuzeleyo kwaye unikezelo luzinzile. Ngenxa yolawulo lwemozulu enzima yongcoliseko kwezinye iindawo, imveliso ichaphazeleka kancinci. I-aluminium ye-electrolytic esezantsi iqala kwinqanaba eliphezulu kwaye unikezelo luyanda, kwaye imfuno ye-anode ephekiweyo iyaqhubeka nokuphucula.
Silicon metal
Ixabiso lilonke lemakethi yensimbi ye-silicon yehle kancinci kule veki. Ukusukela nge-10 kaNovemba, ixabiso eliqhelekileyo lereferensi yemarike ye-silicon yesinyithi yayiyi-20,730 yuan / ton, phantsi kwe-110 yuan / toni ukusuka kwixabiso le-3 kaNovemba, ukuhla kwe-0.5%. Ixabiso le-silicon metal lehla kancinci ekuqaleni kweveki, ngokukodwa ngenxa yokuthengiswa kwempahla ngabahwebi basemazantsi, kwaye ixabiso lamanye amabakala e-silicon metal lehla; Ixabiso lemarike phakathi nasekupheleni kweveki lahlala lizinzile ngenxa yokunyuka kweendleko kunye nokuthengwa okungaphantsi komlambo. Umzantsi-ntshona weChina ungene kwixesha lamanzi acwebileyo kunye nowomileyo, kwaye amaxabiso ombane anyukile, kwaye ixabiso lombane lingaqhubeka nokunyuka emva kokuba indawo yaseSichuan ingena kwixesha elomileyo. Ezinye iinkampani zinezicwangciso zokuvala amaziko azo; Ummandla waseYunnan uyaqhubeka nokuba neentambo zamandla, kwaye isidanga sokunciphisa amandla siye saqiniswa. Ukuba imeko ihlwempuzekileyo, isithando somlilo sinokuvalwa kwinqanaba elilandelayo, kwaye isiphumo esipheleleyo siya kuncitshiswa; ulawulo lobhubhane e-Xinjiang lulawulwa ngokungqongqo, ukuthuthwa kwezinto ezikrwada kunzima kwaye abasebenzi abanelanga, kwaye ukuveliswa kwamashishini amaninzi kuyachaphazeleka okanye kuvalwe ukunciphisa imveliso.
Isamente
Ixabiso lemathiriyeli ekrwada kwimarike yesamente yesizwe liphezulu, kwaye ixabiso lesamente linyuka kakhulu kwaye lehla kancinci. Umyinge wexabiso lemarike yesamente yelizwe kulo mbandela ngu-461 yuan / ton, kwaye ixabiso lemarike eliphakathi kwiveki ephelileyo laliyi-457 yuan / ton, eyi-4 yuan / itoni ephezulu kunexabiso eliqhelekileyo lemarike yesamente kwiveki ephelileyo. Ngokuphindaphindiweyo, ezinye iindawo zilawulwa ngokungqongqo, ukuhamba kwabasebenzi kunye nokuthuthwa kuthintelwe, kwaye inkqubela phambili yolwakhiwo lwangaphandle luye lwacotha. Imarike kwingingqi esemantla ikwimeko ebuthathaka. Njengoko imozulu ijika kubanda, imakethi ingene kwixesha elingekhoyo, kwaye uninzi lweeprojekthi ziye zavalwa emva kwenye. Zimbalwa kuphela iiprojekthi eziphambili ezikwishedyuli, kwaye umthamo wokuthumela uwonke umncinci. Eqhutywa kukunyuka kwamaxabiso amalahle kummandla osemazantsi, iindleko zemveliso yamashishini zinyukile, kwaye amanye amashishini aphumeze ukuvalwa kweembalo okuthe kwanyusa amaxabiso esamente kwezinye iindawo. Lilonke, amaxabiso e-samente esizwe anyukile kwaye ehla.
(2) Iimeko zemarike yezibuko
Kule veki, i-avareji yokuthunyelwa kwemihla ngemihla yamazibuko amakhulu yayiziitoni ezingama-28,200, kwaye i-inventory ye-port iyonke yayiyi-2,104,500 yeetoni, ukunyuka kwe-4.14% kwinyanga edlulileyo.
Kule veki, i-petroleum coke ephuma kumazwe angaphandle igxile kakhulu eShandong Rizhao Port, Weifang Port, Qingdao Port Dongjiakou nakwamanye amazibuko. I-inventri ye-petcoke yezibuko iyaqhubeka nokukhula. Okwangoku, indawo ye-Dongying ayivaliwe, kwaye ukuthunyelwa kwe-Guangli Port kubuyele kwesiqhelo. I-Rizhao Port, i-Weifang Port, njl. Ukuthumela ngenqanawe kusakhawuleza. Kule veki, ixabiso lepetroleum coke esulungekileyo liphinde lavela ngokukhawuleza, urhwebo lwepetroleum coke kumazibuko luye lwaphucuka, kwaye izinto zothutho kunye nothutho kwezinye iindawo zibuyile. Ngenxa yoluhlu oluphantsi lwe-inventri ye-petroleum coke ekrwada kunye neempembelelo eziphindaphindiweyo zobhubhane, amashishini asezantsi akhuthazeka ngakumbi ekufumaneni isitokhwe kunye nokuzalisa izitokhwe. , imfuneko yepetroleum coke ilungile; okwangoku, uninzi lwepetroleum coke efika kwizibuko ithengiswa kwangaphambili, kwaye isantya sokuhanjiswa kwezibuko siyakhawuleza. Ngokumalunga ne-fuel coke, indlela yokulandela amaxabiso amalahle asekhaya ayikacaci. Amanye amashishini e-silicon carbide esezantsi athintelwe kukhuseleko lokusingqongileyo kwaye asebenzise ezinye iimveliso (amalahle acociweyo) ukuze athathe indawo yemveliso yecoke yesulfure ephezulu. Ukuthunyelwa kweemarike zecoke ye-sulfur projectile ephantsi kunye nephakathi bezinzile, kwaye amaxabiso aye azinzile okwexeshana. Ixabiso lebhidi yeFormosa coke liqhubekile nokunyuka kule nyanga, kodwa ngenxa yeemeko zentengiso jikelele yesinyithi sesilicon, indawo yeFormosa coke yayirhweba ngexabiso elizinzileyo.
NgoDisemba 2022, iFormosa Petrochemical Co., Ltd. iphumelele ibhidi yenqanawa enye yepetroleum coke. Ibhidi iya kuphehlelelwa ngomhla wesi-3 kuNovemba (ngoLwesine), kwaye ixesha lokuvala ithenda liya kuba ngo-10:00 nge-4 kaNovemba (uLwesihlanu).
Umyinge wexabiso lokuphumelela (FOB) malunga ne-US $ 297 / toni; umhla wokuthunyelwa usuka ngoDisemba 27,2022 ukuya kuDisemba 29,2022 ukusuka e-Mailiao Port, eTaiwan, kunye nobuninzi be-petroleum coke ngenqanawa malunga ne-6500-7000 ton, kunye nomxholo wesulfure malunga ne-9%. Ixabiso lebhidi yiFOB Mailiao Port.
Ixabiso le-CIF le-US sulfur 2% projectile coke ngoNovemba malunga ne-350 yeedola zase-US / toni. Ixabiso le-CIF ye-US sulphur 3% yeprojectile coke ngoNovemba malunga ne-295-300 yeedola zase-US / toni. I-US S5% -6% high-sulphur projectile coke ngoNovemba inexabiso le-CIF malunga ne-$ 200-210 / ton, kunye nexabiso le-coke ye-Saudi projectile ngoNovemba lijikeleze i-$ 190-195 / ton. Ixabiso eliphakathi le-FOB le-coke yaseTaiwan ngoDisemba 2022 lijikeleze i-US $ 297/toni.
Imbonakalo yemarike
Icoke yepetroleum yesulphur ephantsi: Echatshazelwa ngubhubhani kunye nezinye izinto, amanye amashishini asezantsi awakhuthazi kangako ekufumaneni iimpahla. I-Baichuan Yingfu ilindele ukuba ixabiso lemarike ye-coke ephantsi-sulfure liya kuhlala lizinzile kwaye lihamba kancinci kwiveki ezayo, kunye nohlengahlengiso lomntu malunga ne-RMB 100 / ton. I-coke ye-petroleum ephakathi kunye ne-sulfur ephezulu yesulfure: Ichatshazelwa yi-downtime ye-coking units kunye nomgangatho ohlukeneyo we-oyile ekrwada ethengwa kumazwe angaphandle, imarike ephakathi kunye ne-high sulfur ye-petroleum coke enezinto ezingcono zokulandelela (i-vanadium <500) inqabile, ngelixa ukunikezelwa kwe-high-vanadium petroleum coke kuninzi kwaye ukungeniswa kwamanye amazwe kuncediswa ngakumbi. Igumbi lokulandela ukukhula lilinganiselwe, ngoko i-Baichuan Yingfu ilindele ukuba ixabiso le-petroleum coke kunye nezinto ezingcono zokulandelela (vanadium <500) isenayo indawo yokunyuka, uluhlu malunga ne-100 yuan / ton, ixabiso le-high-vanadium. I-petroleum coke izinzile ikakhulu, kwaye amanye amaxabiso e-coke akuluhlu olumxinwa lokuguquguquka.
Ixesha lokuposa: Nov-11-2022