Isishwankathelo semarike
Kule veki, ukuthunyelwa kwemarike ye-petroleum coke kwahlulwe. Indawo yaseDongying kwiPhondo laseShandong ivuliwe kule veki, kwaye umdla wokufumana iimpahla ezivela ngezantsi wawuphezulu. Ukongeza, ixabiso le-petroleum coke kwiindawo zokucoca zasekuhlaleni liye lehla, kwaye liye lehla ngokusisiseko laya kwixabiso elisezantsi. Ukuthengwa okusezantsi kunye nokuthengiswa kwe-coke zasekuhlaleni. Ixabiso laqala ukunyuka; iindawo zokucoca eziphambili zaqhubeka zinamaxabiso aphezulu, kwaye ezisezantsi ngokubanzi bezingenamdla wokufumana iimpahla, kwaye ixabiso le-petroleum coke kwezinye iindawo zokucoca laqhubeka nokuhla. Kule veki, iindawo zokucoca zeSinopec zirhwebe ngexabiso elizinzileyo. Amanye amaxabiso e-coke kwiindawo zokucoca zePetroChina ehle nge-150-350 yuan/ton, kwaye amanye amashishini okucoca eCNOOC ehlise amaxabiso awo e-coke nge-100-150 yuan/ton. I-petroleum coke yeendawo zokucoca zasekuhlaleni yayeka ukuhla yaza yabuya kwakhona. Ububanzi be-50-330 yuan/ton.
Uhlalutyo lwezinto ezichaphazela imarike ye-petroleum coke kule veki
I-petroleum coke yesulfure ephakathi nephezulu
1. Ngokuphathelele ukubonelela, iyunithi yokucola yaseYanshan Petrochemical eMntla China iza kuvalwa ukuze igcinwe icocekile kangangeentsuku ezisi-8 ukususela nge-4 kaNovemba, ngelixa iTianjin Petrochemical ilindele ukuba ukuthengiswa kwangaphandle kwe-petroleum coke kuya kuncipha kule nyanga. Ke ngoko, ukunikezelwa ngokubanzi kwe-high-sulfur petroleum coke eMntla China kuya kuncipha, kwaye umsinga uya kuba nomdla ngakumbi wokuthatha iimpahla. Iyunithi yokucola yaseJingmen Petrochemical kummandla osecaleni komlambo ivaliwe ukuze igcinwe icocekile kule veki. Ukongeza, iyunithi yokucola yaseAnqing Petrochemical ivaliwe ukuze igcinwe icocekile. Izixhobo ze-medium-sulfur petroleum coke kummandla osecaleni komlambo zisaqinile; ixabiso lommandla wasentshona-ntshona wePetroChina lisazinzile kule veki. Ukuthunyelwa ngokubanzi kuzinzile, kwaye uluhlu lwempahla yokucola nganye luphantsi; ixabiso le-petroleum coke kwiindawo zokucola zasekuhlaleni liyekile ukuhla kwaye laphinda labuya. Ukusukela ekupheleni kweveki ephelileyo, indawo yolawulo oluzinzileyo kwezinye iindawo zaseShandong iye yavulwa ngokusisiseko, izinto zokuhambisa kunye nezothutho ziye zabuya kancinci kancinci, kwaye uluhlu lwamashishini asezantsi lukwinqanaba eliphantsi ixesha elide. , Intshiseko yokufumana iimpahla iphezulu, kwaye ukwehla ngokubanzi kwezitokhwe ze-petroleum coke kwiindawo zokucola kubangele ukunyuka okuqhubekayo kwamaxabiso e-petroleum coke ecoliweyo. 2. Ngokuphathelele imfuno ephantsi, umgaqo-nkqubo wokuthintela ubhubhane kwezinye iindawo uye wancitshiswa kancinci, kwaye izinto zokuhamba kunye nezothutho ziye zabuya kancinci. Ngaphezulu kwezitokhwe eziphantsi ze-petroleum coke zexesha elide, izinto eziluhlaza zamashishini asezantsi, amashishini asezantsi anomnqweno omkhulu wokuthenga, kwaye inani elikhulu lokuthengwa lenziwa kwimarike. 3. Ngokuphathelele kumazibuko, i-petroleum coke engeniswe kweli veki igxile kakhulu kwiShandong Rizhao Port, Weifang Port, Qingdao Port Dongjiakou nakwamanye amazibuko, kwaye izitokhwe ze-port petroleum coke ziyaqhubeka nokwanda. Okwangoku, indawo yaseDongying ivuliwe, iGuangli Port ibuyele ekuthunyelweni okuqhelekileyo, kwaye iRizhao Port ibuyele kwimeko yesiqhelo. , Weifang Port, njl. Isantya sokuhanjiswa sisakhawuleza. I-petroleum coke ene-sulfur ephantsi: Imarike ye-petroleum coke ene-sulfur ephantsi irhweba ngokuthe chu kule veki, kunye nezinye iindawo zokucola ezenza uhlengahlengiso oluncinci. Kwicala lemfuno, ukunikezelwa ngokubanzi kwemarike ye-electrode engalunganga esezantsi kuyamkeleka, kwaye imfuno ye-coke ye-petroleum ene-sulfur ephantsi izinzile; imfuno yemarike ye-electrodes ye-graphite iyaqhubeka nokuba semgangathweni; ukwakhiwa kweshishini le-carbon ye-aluminium kusekwinqanaba eliphezulu, kwaye iinkampani ngazinye zinqongophele kwezothutho ngenxa yobhubhane. Ngokweenkcukacha zemarike kule veki, ixabiso le-coke ye-petroleum ye-Daqing Petrochemical eNortheast China lizinzile kwaye liza kuthengiswa ngexabiso eliqinisekisiweyo ukususela nge-6 kaNovemba; Intengiso, iindawo ezithuleyo zobhubhane zivuliwe enye emva kwenye, kwaye uxinzelelo kwezothutho luncitshisiwe; Ixabiso lamva nje le-bid ye-Liaohe Petrochemical kule veki lehle laya kwi-6,900 yuan/ton; Ixabiso le-coke ye-Jilin Petrochemical lehlisiwe laya kwi-6,300 yuan/ton; i-coke ye-petroleum ye-Dagang Petrochemical eNorth China ithenda. Amaxabiso e-CNOOC Asphalt (Binzhou) kunye ne-Taizhou Petrochemical pet coke ye-CNOOC ebezinzile kule veki, ngelixa amaxabiso e-Huizhou kunye ne-Zhoushan petrochemical pet coke ehlisiwe kancinci, kwaye ukuthunyelwa ngokubanzi kweendawo zokucola bekungekho phantsi koxinzelelo.
Kule veki, ixabiso lemarike ye-coke ecoliweyo yepetroliyam yasekuhlaleni liyekile ukwehla laza labuyela umva. Kwinqanaba lokuqala, ngenxa yolawulo olungaguqukiyo lwezinye iindawo eShandong, izinto zokuthutha kunye nezothutho bezingekho mgangathweni, kwaye ukuthuthwa kweemoto kwaphazamiseka kakhulu. Ngenxa yoko, uluhlu olupheleleyo lwe-coke yepetroliyam kwindawo yokuhluza yasekuhlaleni lwalugcwele kakhulu, kwaye impembelelo kwixabiso le-coke yepetroliyam yasekuhlaleni yayicacile. . Ukususela ngempelaveki, iindawo zolawulo olungaguqukiyo kwezinye iindawo zaseShandong ziye zavulwa ngokusisiseko, izinto zokuthutha kunye nezothutho ziye zabuya kancinci kancinci, kwaye uluhlu lwamashishini asezantsi luye lwaba kwinqanaba eliphantsi ixesha elide. . Nangona kunjalo, ngenxa yempembelelo yenani elikhulu le-coke yepetroliyam engenisiweyo efika eHong Kong kunye nokuwohloka kwezalathisi zizonke ze-coke yepetroliyam yasekuhlaleni, ixabiso le-coke yepetroliyam enesulfure ngaphezulu kwe-3.0% lanyuka kancinci, kwaye izinga laliphantsi kunokuba bekulindelwe. Umdla usephezulu, ixabiso linyuka kakhulu, uluhlu lohlengahlengiso lwamaxabiso yi-50-330 yuan / ton. Kwinqanaba lokuqala, ezinye iindawo eShandong zichaphazeleke kukuphazanyiswa kwezinto zokuthutha kunye nezothutho, kwaye ukusilela kwezinto ezisetyenzisiweyo zabavelisi bekukubi kakhulu, nto leyo eyayikwinqanaba eliphakathi ukuya kweliphezulu; ngoku ekubeni ezinye iindawo eShandong zivuliwe, ukuthuthwa kweemoto kubuyele kwimeko yesiqhelo, amashishini asezantsi anomdla wokufumana iimpahla, kwaye iindawo zokucoca zasekuhlaleni ziphucule ukuthunyelwa, uluhlu lwezinto ezisetyenzisiweyo lulonke lwehle lwaya kumanqanaba aphantsi ukuya kwaphakathi. Ukusukela ngoLwesine, intengiselwano ephambili ye-low-sulfur coke (malunga ne-S1.0%) yayiyi-5130-5200 yuan/ton, kwaye intengiselwano ephambili ye-medium-sulfur coke (malunga ne-S3.0% kunye ne-vanadium ephezulu) yayiyi-3050-3600 yuan/ton; i-high-sulfur coke I-vanadium coke ephezulu (enomxholo wesulfur omalunga ne-4.5%) inentengiselwano ephambili ye-2450-2600 yuan/ton.
Icala lokubonelela
Ukususela nge-10 kaNovemba, bekukho ukuvalwa okuqhelekileyo kweyunithi zokupheka kuzwelonke izihlandlo ezili-12. Kule veki, iiyunithi zokupheka ezintsha ezi-3 zivaliwe ukuze zilungiswe, kwaye kwaqaliswa olunye uluhlu lweeyunithi zokupheka. Imveliso yemihla ngemihla ye-petroleum coke kuzwelonke yayiyi-78,080 tons, kwaye izinga lokusebenza kwe-coking yayiyi-65.23%, ukwehla kwe-1.12% ukusuka kwinyanga ephelileyo.
Icala lemfuno
Ngenxa yexabiso eliphezulu le-petroleum coke kwindawo yokuhluza ephambili, amashishini asezantsi ngokubanzi awanamdla wokufumana iimpahla, kwaye ixabiso le-coke kwezinye iindawo zokuhluza liyaqhubeka nokuhla; ngelixa kwimarike yokuhluza yasekuhlaleni, njengoko umgaqo-nkqubo wokuthintela ubhubhane kwezinye iindawo uphumle kancinci, uthutho kunye nothutho luye lwaphucuka kancinci, nto leyo ebeka ngaphezulu kwezinto ezisetyenzisiweyo zamashishini asezantsi. Uluhlu lwezinto ezisetyenzisiweyo ze-petroleum coke beluphantsi ixesha elide, kwaye amashishini asezantsi anomnqweno omkhulu wokuthenga, kwaye inani elikhulu lokuthengwa lenziwe kwimarike. Abanye abarhwebi bangene kwimarike ngenxa yemisebenzi yexesha elifutshane, nto leyo evumela ukuba ixabiso le-petroleum coke ecociweyo linyuke.
Uluhlu lwezinto ezisetyenzisiweyo
Ukuthunyelwa kwempahla ephambili kwifektri yokuhluza ngokubanzi kuphakathi, amashishini asezantsi athenga xa efunwa, kwaye uluhlu lwempahla ye-petroleum coke lulonke lukwinqanaba eliphakathi. Ngenxa yokuthotywa kancinci komgaqo-nkqubo wokuthintela ubhubhane kwezinye iindawo, amashishini asezantsi angene kwimarike ngobuninzi ukuze ayithenge, kwaye uluhlu lwempahla ye-petroleum coke yefektri yokuhluza lwasekuhlaleni luye lwehla lonke lwaya kwinqanaba eliphakathi.
(1) Amashishini asezantsi
I-coke yepetroleum ene-calcined: Imarike ye-coke yepetroleum ene-sulfur calcined esezantsi ineempahla ezizinzileyo kule veki, kwaye uxinzelelo lobhubhane eMntla-mpuma weTshayina luye lwehla. Imarike ye-coke yepetroleum ene-sulfur calcined ephakathi nendawo ephezulu irhwebe kakuhle kule veki, ixhaswa kukunyuka kwexabiso le-coke yepetroleum eShandong, kwaye ixabiso lemarike le-coke yepetroleum ene-sulfur ephakathi nendawo ephezulu lisebenza kwinqanaba eliphezulu.
Intsimbi: Imarike yentsimbi inyuke kancinci kule veki. I-Baichuan Steel Composite Index ibiyi-103.3, inyuke nge-1 okanye i-1% ukusuka nge-3 kaNovemba. Ichatshazelwe kukulindela okuhle kwemarike kobhubhane kule veki, ama-black futures asebenza ngamandla. Ixabiso lemarike elikwindawo ethile linyuke kancinci, kwaye imvakalelo yemarike iphucuke kancinci, kodwa intengiselwano iyonke ayitshintshanga kakhulu. Ekuqaleni kweveki, ixabiso elikhokelayo lee-steel mills ngokusisiseko ligcine ukusebenza okuzinzileyo. Nangona ixabiso lee-futures snails linyuke, intengiselwano yemarike yayibanzi, kwaye uninzi lwabathengisi behlise imithwalo yabo ngasese. Ii-steel mills zivelisa ngokuqhelekileyo. Ngenxa yokuba abarhwebi bathatha iimpahla kwinqanaba lokuqala, uxinzelelo kwindawo yokugcina impahla yomzi-mveliso belungakhulu, kwaye uxinzelelo kwimpahla lutshintshele kwicala elisezantsi. Ukufika kwezixhobo ezisemantla kuncinci, kwaye ii-odolo zifakwa ngokusisiseko kwimarike xa zifunwa. Okwangoku, nangona intengiselwano yemarike iphucukile, kwinqanaba lokugqibela, ulungelelwaniso lwangoku lweeprojekthi ezisezantsi lucotha, imeko yokuqalisa iprojekthi ayilunganga, imfuno yesiphelo ayiguquguquki, kwaye ukuqalisa kwakhona komsebenzi okwethutyana akulindelwanga ukuba kubonakale. Lumka, imfuno inokwehla kamva. Kulindeleke ukuba amaxabiso entsimbi atshintshe kwixesha elifutshane.
I-anode ebhakiweyo kwangaphambili
Kule veki, ixabiso lentengiselwano kwimarike ye-anode ebhakiweyo kwangaphambili yaseTshayina lihlale lizinzile. Ixabiso elisezantsi eBaichuan linyuke kancinci, ikakhulu ngenxa yokubuyiselwa kwemarike ye-petroleum coke, ixabiso eliphezulu le-coal tar pitch, kunye nenkxaso engcono yeendleko. Ngokuphathelele imveliso, uninzi lwamashishini lusebenza ngamandla apheleleyo kwaye unikezelo luzinzile. Ngenxa yokulawulwa kwemozulu engcolileyo kakhulu kwezinye iindawo, imveliso ichaphazeleka kancinci. I-aluminium ye-electrolytic esezantsi iqala kwinqanaba eliphezulu kwaye unikezelo luyanda, kwaye imfuno ye-anode ebhakiweyo iyaqhubeka nokuphucuka.
Isinyithi sesilicon
Ixabiso lilonke lemarike yesinyithi sesilicon lehle kancinci kule veki. Ukusukela nge-10 kaNovemba, ixabiso eliqhelekileyo lemarike yesinyithi sesilicon yaseTshayina yayiyi-20,730 yuan/ton, yehle nge-110 yuan/ton ukusuka kwixabiso langoNovemba 3, ukwehla kwe-0.5%. Ixabiso lesinyithi sesilicon lehle kancinci ekuqaleni kweveki, ikakhulu ngenxa yokuthengiswa kweempahla ngabarhwebi basemazantsi, kwaye ixabiso lezinye iintlobo zesinyithi sesilicon lehle; ixabiso lemarike phakathi nasekupheleni kweveki lahlala lizinzile ngenxa yokunyuka kweendleko kunye nokuthengwa okuncinci. UMzantsi-ntshona weTshayina ungene kwixesha lamanzi atyabileyo nawomileyo, kwaye amaxabiso ombane anyukile, kwaye ixabiso lombane linokuqhubeka nokunyuka emva kokuba indawo yaseSichuan ingena kwixesha lokoma. Ezinye iinkampani zinezicwangciso zokuvala izitofu zazo; ummandla waseYunnan uyaqhubeka nokuba nemida yombane, kwaye izinga lokunciphisa umbane liqinisiwe. Ukuba imeko ayintle, isithando sinokuvalwa kwinqanaba elilandelayo, kwaye imveliso iyonke iya kuncitshiswa; Ulawulo lobhubhane eXinjiang lulawulwa ngokungqongqo, ukuthuthwa kwezinto eziluhlaza kunzima kwaye abasebenzi abanelanga, kwaye imveliso yamashishini amaninzi iyachaphazeleka okanye ivalwe ukuze kuncitshiswe imveliso.
Isamente
Ixabiso lezinto eziluhlaza kwimarike yesamente yesizwe liphezulu, kwaye ixabiso lesamente linyuka kakhulu kwaye lihla kancinci. Ixabiso eliqhelekileyo lemarike yesamente yesizwe kule ngxaki yi-461 yuan / ton, kwaye ixabiso eliqhelekileyo lemarike leveki ephelileyo yayiyi-457 yuan / ton, elingaphezulu nge-4 yuan / ton kunexabiso eliqhelekileyo lemarike yesamente kwiveki ephelileyo. Ngokuphindaphindiweyo, ezinye iindawo zilawulwa ngokungqongqo, ukuhamba kwabasebenzi kunye nokuthuthwa kuthintelwe, kwaye inkqubela phambili yokwakha yangaphandle iye yehla. Imarike kwingingqi esemantla ikwimeko ebuthathaka. Njengoko imozulu ibanda, imakethi ingene kwixesha lesiqhelo lokungasebenzi, kwaye uninzi lweeprojekthi luye lwavalwa enye emva kwenye. Zimbalwa iiprojekthi eziphambili ezikwishedyuli, kwaye umthamo wokuthunyelwa uwonke umncinci. Iqhutywa kukunyuka kwamaxabiso amalahle kwingingqi esemazantsi, iindleko zemveliso zamashishini ziye zanyuka, kwaye amanye amashishini aqalise ukuvalwa kwe-oven okuguquguqukayo, okunyuse amaxabiso esamente kwezinye iindawo. Ngokubanzi, amaxabiso esamente yesizwe aye anyuka kwaye ehla.
(2) Iimeko zemarike yezibuko
Kule veki, umyinge wokuthunyelwa kwemihla ngemihla kwezibuko ezinkulu yayiyi-28,200 yeetoni, kwaye isixa siphela seevenkile zezibuko yayiyi-2,104,500 yeetoni, ukunyuka kwe-4.14% ukusuka kwinyanga ephelileyo.
Kule veki, i-petroleum coke engeniswe kwamanye amazwe igxile kakhulu kwiShandong Rizhao Port, Weifang Port, Qingdao Port Dongjiakou nakwezinye izibuko. Uluhlu lwezinto ezithengiswayo kwi-port petcoke luyaqhubeka nokunyuka. Okwangoku, indawo yaseDongying ivuliwe, kwaye ukuthunyelwa kweGuangli Port kubuyele kwisiqhelo. I-Rizhao Port, Weifang Port, njl. Ukuthunyelwa kusakhawuleza. Kule veki, ixabiso le-petroleum coke ecoliweyo liphinde landa ngokukhawuleza, urhwebo lwe-petroleum coke kwiindawo zokuthengisa luphucukile, kwaye uthutho kunye nokuthuthwa kwezinye iindawo kuye kwaphucuka. Ngenxa yoluhlu oluphantsi oluqhubekayo lwe-petroleum coke eluhlaza kunye nempembelelo ephindaphindiweyo yobhubhane, amashishini asezantsi anomdla ngakumbi wokuqokelela nokugcwalisa izabelo. , imfuno ye-petroleum coke ilungile; okwangoku, uninzi lwe-petroleum coke efika kwizibuko ithengiswa kwangaphambili, kwaye isantya sokuhanjiswa kwezibuko sikhawuleza kakhulu. Ngokuphathelele i-fuel coke, umkhwa wokulandela amaxabiso amalahle asekhaya awukacaci. Amanye amashishini e-silicon carbide asezantsi athintelwe kukukhuselwa kwendalo kwaye asebenzisa ezinye iimveliso (amalahle acocekileyo) ukuthatha indawo yemveliso ye-coke ene-sulfur ephezulu. Ukuthunyelwa kwemarike ye-coke ene-sulfur ephantsi nephakathi bekuzinzile, kwaye amaxabiso ebezinzile okwethutyana. Ixabiso lokubhida le-Formosa coke liqhubekile nokunyuka kule nyanga, kodwa ngenxa yeemeko zemarike ngokubanzi ze-silicon metal, indawo ye-Formosa coke yayirhweba ngexabiso elizinzileyo.
NgoDisemba ka-2022, iFormosa Petrochemical Co., Ltd. iphumelele ibhidi yenqanawa enye ye-petroleum coke. Ibhidi iza kuqaliswa ngoNovemba 3 (ngoLwesine), kwaye ixesha lokuvala ibhidi liza kuba ngentsimbi ye-10:00 ngoNovemba 4 (ngoLwesihlanu).
Ixabiso eliqhelekileyo lebhidi ephumeleleyo (i-FOB) limalunga ne-US$297/ton; umhla wokuthunyelwa ususela nge-27 kaDisemba 2022 ukuya kwi-29 kaDisemba 2022 ukusuka eMailiao Port, eTaiwan, kwaye ubungakanani be-petroleum coke ngenqanawa nganye bumalunga ne-6500-7000 ton, kwaye umxholo wesalfure umalunga ne-9%. Ixabiso lebhidi yiFOB Mailiao Port.
Ixabiso le-CIF le-US sulfur 2% projectile coke ngoNovemba limalunga ne-350 zeedola zaseMelika / itoni. Ixabiso le-CIF le-US sulfur 3% projectile coke ngoNovemba limalunga ne-295-300 zeedola zaseMelika / itoni. I-US S5%-6% high-sulfur projectile coke ngoNovemba inexabiso le-CIF elimalunga ne-$200-210/itoni, kwaye ixabiso le-Saudi projectile coke ngoNovemba limalunga ne-$190-195/itoni. Ixabiso eliqhelekileyo le-FOB le-Taiwan coke ngoDisemba 2022 limalunga ne-US$297/itoni.
Imbonakalo yemarike
I-coke yepetroleum ene-sulfur ephantsi: Ichatshazelwe yintsholongwane nezinye izinto, amanye amashishini asezantsi awanamdla kangako wokufumana iimpahla. I-Baichuan Yingfu ilindele ukuba ixabiso lemarike le-coke ene-sulfur ephantsi liza kuhlala lizinzile kwaye lihambe kancinci kwiveki ezayo, ngohlengahlengiso lomntu ngamnye olumalunga ne-RMB 100/ton. I-coke yepetroleum ephakathi nephezulu: Ichatshazelwe kukungasebenzi kweeyunithi ze-coking kunye nomgangatho owahlukileyo weoyile ekrwada engeniswe kwamanye amazwe, imakethi iyonke ephakathi nephezulu ye-coke yepetroleum enezinto ezilandelelanayo ezingcono (vanadium <500) ayifumaneki, ngelixa ukunikezelwa kwe-coke yepetroleum ene-vanadium eninzi kwaye ukungeniswa kwamanye amazwe kongezelelwa ngakumbi. Indawo yokulandelela ukukhula incinci, ngoko ke i-Baichuan Yingfu ilindele ukuba ixabiso le-coke yepetroleum enezinto ezilandelelanayo ezingcono (vanadium <500) lisenendawo yokunyuka, uluhlu lumalunga ne-100 yuan / ton, ixabiso le-coke yepetroleum ene-vanadium ephezulu lizinzile kakhulu, kwaye amanye amaxabiso e-coke akwinqanaba elincinci lokutshintshatshintsha.
Ixesha lokuthumela: Novemba-11-2022