Bayanin kasuwa
A wannan makon, yayin da farashin man fetur ya ci gaba da faduwa zuwa ƙasa, kamfanonin da ke ƙasa sun fara siya a kasuwa, jigilar man fetur gaba ɗaya ya inganta, kayan da aka haɗa sun faɗi, kuma farashin coke a hankali ya daina faɗuwa don daidaita. A wannan makon, farashin coking na matatun Sinopec ya faɗi da yuan 150 zuwa 680 a kowace tan, wasu farashin coking na matatun man fetur na petrochina sun faɗi da yuan 240 zuwa 350 a kowace tan, farashin coking na matatun man fetur na CNOOC gabaɗaya yana da rauni kuma yana da daidaito, kuma yawancin farashin coking na matatun man fetur na gida sun faɗi da yuan 50 zuwa 1,130 a kowace tan.
Tasirin kasuwar man fetur ta coke a wannan makon: Matsakaici da yawan man fetur na sulfur: 1. Sinopec, dukkan matatun man fetur nata sun yi tasiri sosai sakamakon faduwar farashin man fetur na coke daga matatun man fetur na gida, kuma jigilar man fetur ba ta yi kyau ba, farashin coke gabaɗaya ya faɗi a wannan makon, kuma jigilar man fetur na matsakaici na sulfur ba ta yi muni ba a yankunan da ke gefen Kogin Yangtze. Ana sa ran sashin coking na Anqing Petrochemical zai fara aiki bayan Ranar Sabuwar Shekara, kuma man fetur na Jingmen Petrochemical zai fara jigilar man fetur daidai da 3#B a wannan makon. 2. Sakamakon raguwar da kasuwar ta samu, farashin man fetur na Yumen da Lanzhou petrochemical a yankin arewa maso yammacin petrochina ya ci gaba da faduwa da yuan 260-350/ton a wannan makon; A wannan makon, farashin man fetur na coke a yankin Xinjiang ya kasance mai dorewa na ɗan lokaci, kayan sun ƙaru kaɗan, kuma farashin man fetur na Dushanzi Petrochemical ya faɗi da yuan 100/ton a makon da ya gabata; 3. Dangane da matatun mai na gida, kasuwar man fetur ta gida ta daina faduwa kuma ta daidaita. Yayin da farashin man fetur na gida ya ragu a hankali zuwa ƙasa, sha'awar siyayya ta kamfanonin da ke ƙasa ta ƙaru, kuma kamfanonin da ke ƙasa da ƙasa suka fara biyan diyya, kuma matsin kuɗin kamfanoni ya ragu. Matsin farashin man fetur na gida ya ragu, farashin man fetur ya fara tsayawa; Na huɗu, tashar jiragen ruwa, a ƙarshen wata, man fetur da aka shigo da shi daga ƙasashen waje ya isa tashar jiragen ruwa, matsin farashin man fetur da aka shigo da shi daga ƙasashen waje, har yanzu kayayyaki suna da yawa. Farashin man fetur da aka shigo da shi daga ƙasashen waje ya ci gaba da faɗuwa a wannan makon, farashin man fetur da aka shigo da shi daga ƙasashen waje ya haifar da matsin lamba, farashin man fetur da aka shigo da shi daga ƙasashen waje ya ragu zuwa matakai daban-daban. Dangane da ƙarancin man fetur da aka shigo da shi daga ƙasashen waje: a wannan makon, ƙarancin man fetur da aka shigo da shi daga yankin arewa maso gabashin matatun mai na petrochina ya kasance mai rauni kuma mai ɗorewa. Yanayin jigilar kayayyaki na kasuwar man fetur da aka rage da ƙasa da yadda aka zata. Kamfanonin da ke ƙasa da ƙasa suna da ra'ayin jira da gani kuma galibi sun narke kayan farko. A kasuwar wannan makon, Daqing, Fushun, Jinxi, da Jinzhou Man fetur na petrochemical ya ci gaba da tabbatar da sayarwa a wannan makon, farashin ya daidaita na ɗan lokaci, kuma za a sanar da farashin buɗewa a ƙarshen wata. Liaohe, Jilin Petrochemical coke a wannan makon, jigilar kaya kaɗan ne; Dagang Petrochemical na Arewacin China yana yin tayin a wannan makon farashin ƙarshe na yuan 5130/ton, raguwar wata-wata. A wannan makon, duk farashin man fetur na petroleum coke da matatun CNOOC ke bayarwa sun daidaita. Sashen coking na Taizhou Petrochemical ya fara samar da coke a ranar 22 ga Disamba, kuma sabon farashin shine yuan 4,900/ton daga ranar Talata.
A wannan makon kasuwar coke mai kyau ta daina faduwa kuma ta daidaita, kewayon ya kai yuan 50-1130/tan. Yayin da farashin coke na gida ke raguwa a hankali zuwa ƙasa, sha'awar siyan kamfanonin da ke ƙasa yana ƙaruwa, kuma kamfanonin da ke ƙasa suna fara biyan diyya, kuma matsin kuɗin kamfanoni yana raguwa. A halin yanzu, tarin coke na man fetur na kamfanonin da ke ƙasa yana ƙasa, kuma gabaɗaya buƙatar coke na man fetur yana nan. Ra'ayin siyan kamfanoni yana da yawa, matsin lambar coke na man fetur na matatun mai na gida yana raguwa, kuma farashin coke ya fara daina faɗuwa. Wasu kayan coke na man fetur masu rahusa sun ragu zuwa ƙasa, farashin coke ya fara tashi yuan 50-100/tan. Jigilar coke na man fetur na arewa maso gabas ya tabbata, ƙasa bisa ga buƙatar siyan; Cinikin kasuwar coke na asfalt na yankin arewa maso yamma har yanzu yana nuna gabaɗaya. Ya zuwa ranar 29 ga Disamba, akwai kulawa ta al'ada guda 5 na sassan coke na gida. A wannan makon, an buɗe ko rufe sashin coke ɗaya, kuma an ɗan daidaita yawan fitowar wasu matatun mai na yau da kullun. Ya zuwa ranar Alhamis, yawan man fetur da ake fitarwa kowace rana ya kai tan 37,370, kuma yawan man fetur da ake fitarwa ya kai kashi 72.54%, wanda ya yi kasa da kashi 2.92% idan aka kwatanta da makon da ya gabata. Ya zuwa wannan Alhamis, ƙarancin man fetur da ake fitarwa daga masana'anta (S1.5% a cikin) ya kai yuan 4200-4300/ton, matsakaicin man fetur da ake fitarwa daga masana'anta (S3.0% a cikin) ya kai yuan 2100-2850/ton; babban man fetur da ake fitarwa daga vanadium mai yawan sulfur (kimanin kashi 5.0%) ya kai yuan 1223-1600/ton.
Bangaren samar da kayayyaki
Ya zuwa ranar 29 ga Disamba, akwai gyaran na'urorin coking na gida guda 7 na yau da kullun. A wannan makon, an buɗe ko an rufe na'urar coking ɗaya, sannan aka fara samar da wani tan miliyan 6/shekara da aka gina sabon na'urar coking. A halin yanzu, dukkansu ana amfani da su ne kawai. Ya zuwa ranar Alhamis, yawan man coking da ake fitarwa a kowace rana a filin shine tan 85,472, kuma yawan aikin coking a filin shine kashi 71.40, wanda ya karu da kashi 1.18 cikin 100 idan aka kwatanta da makon da ya gabata.
Buƙatar ɓangaren
A wannan makon, matsin lambar kuɗi na kamfanonin da ke amfani da carbon a ƙasa ya ɗan ragu, kuma saboda wadataccen man fetur na cikin gida da tsadar farashi a farkon lokaci, da kuma tasirin tunanin "saya sama, kada ku saya ƙasa", tarin man fetur na kamfanonin da ke amfani da coke a ƙasa yana cikin ƙasa. A halin yanzu, yayin da farashin coke ya faɗi ƙasa, kamfanonin da ke amfani da coke a ƙasa sun fara ƙara sha'awar siye a kasuwa.
Bangaren kaya
A wannan makon, yayin da farashin man fetur na cikin gida ke ci gaba da raguwa, sha'awar siyayya a ƙasa ta ƙaru a hankali, yawan man fetur na matatar mai ya fara raguwa, jimillar raguwar zuwa matsakaicin matakin; farashin man fetur na tashar jiragen ruwa ya ragu, matsin lamba na raguwar farashin man fetur na cikin gida, saurin isar da kayayyaki yana ci gaba da raguwa, kuma man fetur da aka shigo da shi daga ƙasashen waje har yanzu yana isowa tashar jiragen ruwa, har yanzu farashin man fetur na tashar jiragen ruwa yana kan babban mataki.
Darajar tashar jiragen ruwa
Matsakaicin jigilar manyan tashoshin jiragen ruwa a kowace rana a wannan makon shine tan 23,550, kuma jimillar kayan da aka tara a tashoshin jiragen ruwa sun kai tan miliyan 2.2484, wanda ya ragu da kashi 0.34% idan aka kwatanta da watan da ya gabata.
A ƙarshen wannan makon, man fetur da aka shigo da shi daga ƙasashen waje ya isa tashar jiragen ruwa a jere, matsin lamba na jigilar man fetur da aka shigo da shi daga ƙasashen waje, kaya har yanzu yana da yawa. A wannan makon, farashin man fetur da aka shigo da shi daga ƙasashen waje ya ci gaba da faɗuwa, farashin man fetur da aka shigo da shi daga ƙasashen waje ya haifar da matsin lamba, farashin man fetur da aka shigo da shi daga ƙasashen waje ya ragu zuwa matakai daban-daban; Saboda farashin man fetur da aka shigo da shi daga ƙasashen waje yana da yawa a yanzu, kuma a ƙarshen shekara wasu 'yan kasuwa suna sha'awar tara kuɗi, asarar tallace-tallace ta fi yawa, amma yanayin karɓar man fetur har yanzu bai dace ba. Dangane da man fetur da aka shigo da shi daga ƙasashen waje, farashin sayar da man fetur da aka shigo da shi daga ƙasashen waje da kuma masana'antun siminti ya ragu, yawan cinikin kasuwar man fetur da aka shigo da shi daga ƙasashen waje ya yi matsakaici, kuma buƙatar man fetur da aka shigo da shi daga ƙasashen waje ya yi ƙasa. Farashin man fetur na Formosa ya yi tashin gwauron zabi ga jiragen ruwa biyu na man fetur a watan Janairun 2023, tare da matsakaicin farashi na $299 / tan.
Kamfanin Formosa Petrochemical Co., LTD., Janairu 2023, Jiragen ruwa guda biyu na man fetur sun yi tayin: matsakaicin farashin tayin (FOB) a wannan karon shine kimanin $299 / tan; Ranar jigilar kaya shine Janairu 25, 2023 - Janairu 27, 2023, da kuma Janairu 27, 2023 - Janairu 29, 2023 daga Tashar Mailiao, Taiwan. Adadin man fetur na kowace jirgi shine kimanin tan 6,500-7,000, kuma adadin sulfur yana da kusan kashi 9%. Farashin tayin shine Tashar Mailiao.
Coke na pellet na Amurka mai sinadarin sulfur 2% a watan Disamba CIF kimanin dala 280-290/tan. Coke na Amurka mai sinadarin sulfur 3% a watan Disamba CIF 255-260/tan. Coke na pellet na Amurka mai yawan sulfur S5%-6% a watan Disamba CIF 185-190 USD/tan, coke na pellet na Saudiyya a watan Disamba farashinsa ya kai dala 175-180 USD/tan. Matsakaicin farashin Coke na Taiwan a watan Janairu 2023 FOB yana kusa da dala $299/tan.
Hasashen kasuwa na gaba
Ƙarancin Coke na Sulfur: Yayin da Sabuwar Shekarar China ke gabatowa kuma buƙatar kasuwa ke ci gaba da raguwa, tare da yawan barkewar cutar COVID-19 a yankuna daban-daban, kamfanin yana sa ran farashin coke na sulfur zai ci gaba da raguwa a mako mai zuwa. Matsakaici da babban coke na man fetur na sulfur: Mako mai zuwa ya yi daidai da farkon shekara, matsin lambar kuɗi na kamfanonin da ke ƙasa ya ragu, tare da ƙarancin matakan ajiyar coke na man fetur na kamfanoni da yawa, kuma gabaɗaya buƙatar coke na man fetur a kasuwa har yanzu tana nan. Saboda haka, Baichuan Surplus ya annabta cewa coke na man fetur mai yawan sulfur a manyan matatun mai zai ci gaba da kasancewa daidai a mako mai zuwa, yayin da farashin coke na man fetur a matatun mai na gida zai daina faɗuwa da daidaitawa, kuma ana sa ran wasu farashin coke na man fetur mai rahusa za su tashi, tare da kewayon yuan 100-200/ton.
Lokacin Saƙo: Janairu-12-2023