A cikin 2021, farashin coke na man fetur ya ci gaba da hauhawa. A watan Satumba, farashin coke na man fetur ya yi tashin gwauron zabo. Ba za a iya raba canjin farashin daga ainihin canjin wadata da buƙata ba. Bayan wannan zagaye, yaya lamarin yake, mu duba.
Maƙasudin ƙarshe wanda ke ƙayyade jagorancin samarwa da buƙata ya dogara da mafi mahimmancin doka: ƙididdiga a cikin gajeren lokaci, riba a cikin matsakaici da iyawa a cikin dogon lokaci. Karɓar wadata da buƙatu yana ƙayyade yanayin farashin kayayyaki, don haka bari mu kalli yanayin farashin man coke. Hoto na 1 yana nuna yanayin farashin man coke, saura da Brent (farashin coke na man fetur da ragowar duk an ɗauke su daga babban farashin matatar Shandong). Rago farashin yana kiyaye yanayin daidaitawa tare da farashin mai na duniya Brent, amma yanayin yanayin farashin coke na man fetur da ragowar farashin mai na Brent na duniya ba a bayyane yake ba. Shin wadatacce ne, buƙatu-kore, ko wasu dalilai waɗanda zasu ga ƙaƙƙarfan hauhawar farashin a cikin 2021?
Inventories a halin yanzu, da na gida man fetur coke cire tashar jiragen ruwa, matatun kaya, downstream calcining shuka, pigment shuka kaya kaya ba su iya samun cikakken kaya data daki-daki, don haka ba za a iya kammala da cewa canje-canje na wadata da kuma bukatar canji kaya, amma a halin yanzu da bincike samfurori, samfurin don tacewa, misali, kamar yadda farkon Satumba zuwa rage yawan refining, da kuma ci gaba da rage yawan adadin kuzari, da kuma ci gaba da raguwa da yawa. saboda tashin farashin, wato matatar da ake amfani da ita a halin yanzu tana cikin matakin sito.
Hoto na 2 don jinkirin ribar coking tare da jadawalin farashin coke na man fetur (jinkirin ribar coking, farashin man fetur daga yankin shandong), farashin man fetur na yanzu yana da yawa, jinkirin yin amfani da man fetur yana da fa'ida sosai, amma a hade tare da adadi na 3 na cikin gida na man fetur ya canza, ribar da aka jinkirta ba ta haifar da karuwar samar da man fetur ba, wannan yana da alaka da man fetur. samfurin na biyu tare da ƙarancin fitarwa a cikin tacewa da masana'antar sinadarai. Farawa da lodin jinkirin coking unit ba za a daidaita su gaba daya ta hanyar man coke.
Figure 4 ga sulfur a cikin mai da hankali tabo farashin ginshiƙi tare da Shanghai, domin gida sulfur coke amfani a mafi yawan kwarara shugabanci na aluminum tare da carbon, don haka dauki biyu farashin, adadi 4 nuna dangi farashin ƙungiyoyi tsakanin Trend, musamman a 2021, tashin farashin goyi bayan electrolytic aluminum sha'anin aiki, chinalco, misali, a farkon rabin wannan shekara, chinalco, karuwa biliyan 4 a kusan shekara-shekara samun kudin shiga - kusan biliyan 0. yuan, ribar da ake iya dangantawa ga masu hannun jarin kamfanonin da aka jera (wanda ake kira ribar net) yuan biliyan 3.075, wanda ya ninka sau 85.
A ƙarshe, farashin coke na 2021 yana ƙaruwa, ana ci gaba da janyewa daga ɓangaren buƙata, kuma farashin coke na man fetur ya fi girma, bai sanya bangaren samar da haɓaka don ƙara yawan samarwa ba, ɓangaren buƙata har yanzu bai bayyana siginar abate ba, gefen wadata a nan gaba ko kuma na'urar ta fara, amma shigo da kayayyaki ayan zama a kashe-kakar, gina na'urar jinkirin coke da buƙatun na iya ƙara samar da na'urar? Dangane da halin da ake ciki a halin yanzu, sai dai idan bangaren samar da kayayyaki ya bayyana yawan samar da kayayyaki, ko kuma hanyar da ake bukata ta kasa ta bayyana babban gyare-gyaren da ya dace, in ba haka ba, halin da ake ciki a halin yanzu yana da wuyar samun canji mai mahimmanci, farashin coke na man fetur kuma yana da wuyar samun gagarumin kira.
Lokacin aikawa: Satumba 18-2021