Bayanin kasuwa: Daga Janairu zuwa Oktoba na 2022, gaba daya aikin kasuwar coke na kasar Sin yana da kyau, kuma farashin coke na man fetur yana nuna yanayin "tashi - faduwa - karko". Goyan bayan buƙatun ƙasa, farashin coke na man fetur a mataki na gaba ya faɗi, amma har yanzu yana kan wani babban tarihi. A cikin 2022, samar da coke na man fetur ya ƙaru kaɗan daga kwata na baya. Sai dai saboda tasirin wasannin Olympics na lokacin sanyi, da hauhawar farashin danyen mai na kasa da kasa, da rigakafi da shawo kan annobar, matatun mai sun yanke yawan hakowa a cikin kwata na farko kafin lokacin da aka tsara. Samuwar ta samu sannu a hankali a cikin kwata na biyu, yayin da babban adadin shigo da coke mai mai, matsakaici da babban sulfur ya karu, ƙarancin wadatar coke na sulfur har yanzu yana da ƙarfi. Samar da aluminium na electrolytic a cikin ƙananan yankunan kogin gabaɗaya ya sami ci gaba, kuma yanke wutar lantarki a Sichuan, Yunnan da sauran yankunan gida ya haifar da raguwar samar da kayayyaki, kuma farashin aluminum gabaɗaya ya daidaita. Rashin ƙarancin buƙatun carburizer, graphite electrode, da haɓaka buƙatar kayan anode sun haifar da bambance-bambancen farashin matsakaici da ƙaramin sulfur coke na sulfur a yankunan gida. Kasuwar kasa da kasa ta yi tasiri sosai kan Coke man fetur. Coke mai girma-sulfur da ake amfani da shi a cikin siminti da sauran masana'antu ya daɗe yana rataye a sama. An samu raguwar shigo da coke na man fetur mai sulfur daga Saudi Arabia na gargajiya da kuma Amurka, amma an kara yawan shigo da coke din mai na Venezuela da yawan shigo da kaya.
Ayyukan farashi
I. Medium and high sulfur petroleum coke: Daga Janairu zuwa Oktoba 2022, farashin kasuwa na coke man fetur a kasar Sin ya nuna yanayin "tashi - fadowa - barga". Ya zuwa ranar 19 ga Oktoba, farashin man petur coke ya kai yuan 4581 / ton, ya karu da kashi 63.08 idan aka kwatanta da farkon shekarar. Daga watan Janairu zuwa Afrilu, saboda dalilai da dama, kamar hana samar da kayayyaki a lokacin wasannin Olympics na lokacin sanyi, hana zirga-zirga saboda shawo kan annobar, da hauhawar farashin makamashi a duniya da rikicin Rasha da Ukraine ya shafa, tace farashin matatun ya karu gaba daya. . Sakamakon haka, rukunin matatun mai da yawa sun rage yawan samarwa, kuma wasu rukunin matatun sun daina kula da su a gaba. Sakamakon haka, wadatar kasuwa ya ragu sosai kuma farashin coke ya tashi sosai. Bugu da kari, wasu matatun man da ke gefen kogin suna samar da sinadarin sulfur man coke mara kyau, farashin coke na man fetur a hankali ya karu a karkashin wannan ma'auni; Tun daga watan Mayu, rukunin coking ɗin da aka rufe tare da rage samarwa sun koma samarwa a jere. Duk da haka, don rage farashin, wasu matatun sun sayi danyen mai mai rahusa don hakowa. Sakamakon haka, jimlar adadin man fetur a kasuwa ya tabarbare, kuma adadin man da ake shigo da shi ya isa tashar jiragen ruwa, galibi ana shigo da coke mai matsakaicin high sulfur daga Venezuela, Amurka, Rasha, Kanada da sauran ƙasashe. . Amma yafi a vanadium. 500PPM na matsakaici da babban sulfur coke, kuma masana'antar aluminium na cikin gida sun yi nasarar sarrafa abubuwan gano abubuwa, babban vanadium (vanadium> 500PPM) farashin man coke ya faɗi sosai, kuma bambancin farashin tsakanin ƙaramin vanadium da babban coke mai vanadium a hankali ya faɗaɗa. . Tun daga watan Yuni, yayin da farashin coke na man fetur ke ci gaba da faɗuwa, kamfanonin carbon da ke ƙasa sun shiga kasuwa cikin nasara don saye. Duk da haka, yayin da farashin danyen coke na man fetur ya ci gaba da yin tsada na dogon lokaci a wannan shekara, farashin farashin ya fi girma, kuma yawancinsu suna saye bisa ga buƙata, kuma farashin matsakaici da babban sulfur coke na sulfur yana ci gaba da yin rawar jiki.
Ii. Low-sulfur petroleum Coke: Daga Janairu zuwa Yuni, ƙarfin kayan abu na anode ya faɗaɗa, buƙatun kasuwa ya ƙaru sosai, kuma buƙatar ƙaramar coke mai ƙarancin sulfur ya karu sosai. A watan Afrilu, wanda ake tsammanin rufe matatar CNOOC ya shafa don kulawa, farashin coke mai ƙarancin sulfur ya ci gaba da kasancewa mai girma; Daga Yuli, high zafin jiki ikon rationing, da downstream karfe niƙa kasuwar yi ba shi da kyau, samar da raguwa, samar da dakatarwa, downstream graphite wutar lantarki ya kamata a wannan halin da ake ciki, more samar da ragewa, wani ɓangare na rufewa, korau kayan kasuwa low sulfur man fetur coke farashin goyon baya ne. iyakance, ƙananan farashin coke sulfur ya faɗi da ƙarfi; Tun watan Satumba, Ranar Ƙasa da bikin tsakiyar kaka sun iso daya bayan daya. Hannun da ke ƙasa ya goyi bayan ƙananan farashin coke na sulfur don haɓaka dan kadan, amma tare da zuwan manyan 20, na kasa yana karɓar kaya a hankali, kuma ƙananan farashin man fetur na sulfur ya ci gaba da tsayawa, kuma an yi wasu gyare-gyare.
Dangane da Coke mai, a cikin 2022, farashin makamashi na duniya zai yi tashin gwauron zabi, farashin waje zai kasance mai tsayi kuma ba zai canza ba na dogon lokaci, farashi na dogon lokaci na pellet coke mai sulfur zai koma baya, shigo da coke mai babban sulfur man fetur. daga Saudi Arabiya da Amurka za su ragu, kuma farashin coke na man fetur na Venezuelan zai yi kadan, don haka shigo da kayayyaki zai kara kasuwa. Farashin low sulfur projectile coke yana da girma, kuma an daidaita alamar buƙatun man fetur a kasuwar man gilashin.
Bangaren wadata
1. Thearfin jinkirin coking raka'a ya karu kadan daga Janairu zuwa Oktoba a 2022. Canjin iya aiki ya mayar da hankali a cikin Satumba, lokacin da saitin 500,000 tons / shekara coking unit a Shandong aka dakatar da saitin 1.2 miliyan tons / shekara coking unit. a arewa maso yammacin kasar Sin an sanya shi a samar.
Ii. Yawan noman Coke na kasar Sin a watan Janairu-Satumba na shekarar 2022 ya karu da kashi 2.13 bisa dari idan aka kwatanta da na watan Janairu zuwa Satumba na shekarar 2021, inda yawan amfanin da kansa ya kai ton 2,773,600, wanda ya karu da kashi 14.88% idan aka kwatanta da na lokaci guda a shekarar 2021, musamman saboda yawan kudin da aka samu. ikon samar da sabbin rukunin coking guda biyu a Shandong an fara aiki kuma an ci gaba da aiki a watan Yuni 2021 da Nuwamba 2021, bi da bi. Samar da coke na man fetur a kasuwa ya karu sosai; Sai dai a duk tsawon shekara ana samun karuwar noman coke na man fetur a matsakaici da matsakaicin sulfur, musamman saboda tashin farashin danyen mai da kuma karin farashin tace matatun man. Wasu matatun man na amfani da danyen mai mai rahusa don rage tsadar kayayyaki, sannan kuma ana amfani da coke din man fetur a matsayin abin da ake samu daga bangaren coking din, wanda a kaikaice ke haifar da tabarbarewar kididdigar kididdigar da kasuwar Coke din ta samu. Dangane da kididdigar Yinfu, samar da matsakaici da babban sulfur coke mai a cikin Janairu-Satumba 2022 ya karu da 2.38% idan aka kwatanta da wanda a watan Janairu-Satumba 2021.
Iii. Adadin coke na man fetur da aka shigo da shi daga watan Janairu zuwa Agusta 2022 ya kai tan miliyan 9.1273, karuwa a duk shekara da kashi 5.16%. A cewar Bacuan Yinfu, ana sa ran adadin coke na man fetur da ake shigowa da shi zai ci gaba da karuwa daga watan Satumba zuwa karshen shekara, kuma ana sa ran samar da coke din man da ake shigowa da shi zai ci gaba da karuwa.
Bangaren nema
I. Dangane da kasuwar carbon carbon aluminium, farashin aluminium electrolytic a ƙarshen layin ya canza zuwa tsakanin 18,000-19000 yuan / ton, kuma gabaɗayan sararin ribar masana'antar aluminium electrolytic yana nan. Kasuwar carbon carbon ta ƙasa ta fara aiki a matakin dogon lokaci, kuma kasuwar gabaɗaya tana da kyakkyawar buƙatar coke mai. Koyaya, yana ƙarƙashin yanayin tallace-tallace na "daidaita farashi ɗaya a cikin wata ɗaya", haɗe tare da tsayin tsayin farashin ɗanyen coke mai, wanda ke haifar da matsananciyar tsadar farashi da galibi akan sayayya.
Kasuwancin lantarki na graphite na ƙasa ana siya akan buƙata. Daga watan Yuli zuwa Agusta, saboda tasirin zafi mai zafi, wasu kasuwannin karafa sun yanke hakowa ko dakatar da samar da su. Bangaren wadata masana'antun lantarki na graphite ya rage samarwa, wanda ya haifar da raguwar buƙatun kasuwar lantarki na graphite. Buƙatun kasuwar Carburizer ya tabbata; Jihar na goyon bayan ci gaban sabbin masana'antar makamashi. Ƙarfin samarwa na kasuwar kayan anode ya faɗaɗa cikin sauri, kuma buƙatar coke mai ya karu sosai. Don adana farashi, wasu kamfanoni sun haɓaka sabbin matakai don maye gurbin coke mai ƙarancin sulfur tare da matsakaicin matsakaicin sulfur mai coke, don haka rage farashi.
Iii. Dangane da Coke man fetur, farashin makamashin duniya a shekarar 2022 ya yi tashin gwauron zabi, farashin waje ya dade yana da yawa, kuma farashin koke na sulfur na dogon lokaci yana juyewa, sannan kasuwar hada-hadar kasuwanci ta kasance matsakaita. yayin da kasuwa na matsakaici-low sulfur pellet coke ne barga
Hasashen kasuwa na gaba
1. Ta fuskar samar da coke na man fetur, ana sa ran wadatar da kasuwar coke mai man fetur za ta ci gaba da karuwa, kuma ana sanya karfin sabbin rukunin coke da aka gina a mataki na gaba a samar da shi cikin nasara. Ana sa ran cewa matsakaici da babban sulfur coke na man fetur za su mamaye, amma yawancin su ana sa ran za a yi amfani da su don amfanin kansu, wanda zai samar da iyakacin kari ga kasuwa. Bukatar kamfanonin cikin gida na coke na man fetur zai ci gaba da karuwa, kuma ana sa ran adadin coke din da ake shigo da shi zai ci gaba da karuwa.
2. Ta fuskar bukatu na kasa, Bachuan Yinfu ya yi hasashen cewa, bukatuwar coke na man fetur a masana'antar da ke karkashin ruwa za ta ci gaba da karuwa nan da karshen shekarar 2022 da 2023. A karkashin tasirin tashin hankalin kasa da kasa da kuma raguwar yawan danyen mai da Saudiyya ke hakowa daga baya. Arabia da Opec, ana sa ran farashin danyen mai zai kasance mai girma, sashin farashi yana da tallafi sosai, kuma ana sa ran samar da aluminium na electrolytic na ƙasa zai ci gaba da ƙaruwa, kuma yawan buƙatar coke mai a cikin masana'antar yana ci gaba da nuna haɓakar haɓaka. . Kasuwancin kayan Anode sabon saka hannun jari yana da sauri, ana sa ran buƙatun coke mai zai ci gaba da ƙaruwa; Ana sa ran farashin kwal zai iya canzawa a cikin kewayon da za a iya sarrafawa a ƙarƙashin tasirin manufofin tattalin arziki na ƙasa. Ana sa ran kasuwar buƙatun gilashin, siminti, masana'antar wutar lantarki, na'urorin lantarki da wakilai na carburizing za su kasance matsakaici.
3. Ana sa ran rigakafin cutar da manufofin da za su yi tasiri sosai a wasu yankuna, musamman hana zirga-zirgar motoci. Haɗaɗɗen rabon wutar lantarki da manufofin sarrafa amfani da makamashi ana tsammanin har yanzu suna da tasiri a wasu yankuna, kuma ana sa ran za a iyakance tasirin tasirin kasuwa.
Gabaɗaya, ana sa ran ƙarshen 2022 da 2023 farashin coke na man fetur zai ci gaba da yin tsayi kuma ba ya da ƙarfi. Ana sa ran cewa babban farashin man fetur coke shine 6000-8000 yuan / ton don ƙananan sulfur coke (kimanin 0.5% sulfur), 3400-5500 yuan / ton don matsakaicin sulfur coke (kimanin 3.0% sulfur, a cikin 500 vanadium), da matsakaicin sulfur coke (kimanin 3.0% sulfur, vanadium> 500) farashin 2500-4000 yuan/ton, babban sulfur coke (kimanin 4.5% kayan gabaɗaya) farashin 2000-3200 yuan/ton.
Lokacin aikawa: Nuwamba-14-2022