Bayanin kasuwa
A wannan makon, an raba gabaɗayan jigilar kayayyaki na kasuwar coke mai. An kulle yankin Dongying na lardin Shandong a wannan makon, kuma sha'awar karbar kayayyaki daga magudanar ruwa ya yi yawa. Bugu da kari, farashin coke na man fetur a matatun mai na gida yana faduwa, kuma ya fadi kasa da kasa. Abubuwan da ke ƙasa suna sayayya a hankali da coking na gida. Farashin ya fara tashi; manyan matatun man sun ci gaba da samun tsadar kayayyaki, kuma gaba daya magudanar ruwa ba su da himma wajen karbar kaya, sannan farashin man fetur a wasu matatun ya ci gaba da faduwa. A wannan makon, matatun mai na Sinopec sun yi ciniki a kan tsayayyen farashi. Wasu farashin coke na matatun PetroChina sun fadi da yuan 150-350/ton, wasu matatun CNOOC sun rage farashin coke dinsu da yuan 100-150/ton. Coke din matatun mai na gida ya daina fadowa ya sake komawa. Rage 50-330 yuan / ton.
Binciken abubuwan da suka shafi kasuwar coke mai a wannan makon
Matsakaici da babban sulfur man coke
1. A fannin samar da kayayyaki, za a rufe rukunin coking na Yanshan Petrochemical da ke arewacin kasar Sin domin kula da shi na tsawon kwanaki 8 daga ranar 4 ga watan Nuwamba, yayin da Tianjin Petrochemical ke sa ran cewa sayar da koke din mai a waje zai ragu a wannan watan. Sabili da haka, gaba daya samar da coke mai sulfur mai girma a Arewacin kasar Sin zai ragu, kuma magudanan ruwa za su kara himma wajen karbar kayayyaki. An rufe sashin coking na Jingmen Petrochemical da ke gefen kogi don kulawa a wannan makon. Bugu da kari, an rufe rukunin coking na Anqing Petrochemical don kulawa. Matsakaicin sulfur albarkatun coke na man fetur a yankin kogin har yanzu yana da matsi; Har yanzu dai farashin yankin na PetroChina na arewa maso yammacin kasar ya daidaita a wannan makon. Jigon jigilar kayayyaki gabaɗaya yana da kwanciyar hankali, kuma ƙididdiga na kowace matatar ta yi ƙasa; Farashin Coke na man fetur a matatun mai na gida ya daina faduwa kuma ya sake komawa. Tun daga karshen makon da ya gabata, yankin da ake gudanarwa a wasu sassa na Shandong ya kasance ba a katange ba, a hankali a hankali kayan aiki da sufuri sun farfado, kuma kididdigar masana'antun da ke karkashin kasa ya dade a kan karanci. , Sha'awar karbar kaya yana da yawa, kuma gabaɗayan raguwar kayayyakin coke na man fetur a cikin matatun ya haifar da ci gaba da haɓaka haɓakar farashin coke mai mai mai. 2. Dangane da bukatu na kasa da kasa, an dan sassauta manufar rigakafin cutar a wasu yankuna, kuma an dan samu saukin kayan aiki da sufuri. Ƙarfafa ƙarancin ƙima na dogon lokaci na coke na man fetur, albarkatun ƙasa na masana'antu na ƙasa, masana'antu na ƙasa suna da niyyar siye, kuma ana yin sayayya da yawa a kasuwa. 3. Dangane da tashohin jiragen ruwa, coke din man fetur da ake shigo da shi a wannan makon ya fi karkata ne a tashar jiragen ruwa ta Shandong Rizhao, da tashar Weifang, da tashar jirgin ruwa ta Qingdao ta Dongjiakou da sauran tashohin jiragen ruwa, kuma adadin man coke na tashar yana ci gaba da karuwa. A halin yanzu, an kulle yankin Dongying, tashar jiragen ruwa ta Guangli ta koma yadda ake jigilar kayayyaki, sannan tashar Rizhao ta koma yadda take. , Weifang Port, da dai sauransu. gudun isarwa har yanzu yana da sauri. Low-sulfur petroleum coke: Kasuwar coke mai ƙarancin sulfur tana yin ciniki a hankali a wannan makon, tare da wasu matatun yin gyare-gyare. A bangaren bukatu, gaba daya samar da kasuwar wutar lantarki mara kyau ta kasa abin karba ne, kuma bukatar coke mai karancin sulfur tana da inganci; Buƙatun kasuwa na wayoyin lantarki na graphite ya ci gaba da zama lebur; Ginin masana'antar carbon don aluminum har yanzu yana kan babban matakin, kuma kamfanoni guda ɗaya suna iyakance a cikin sufuri saboda annobar. Dangane da cikakkun bayanai na kasuwa a wannan makon, farashin Coke Petrochemical na Daqing a arewa maso gabashin kasar Sin ya tsaya tsayin daka kuma za a sayar da shi kan farashi mai garanti daga ranar 6 ga Nuwamba; Tallace-tallacen, wuraren da ke da natsuwa an kulle su daya bayan daya, kuma an rage matsin lamba kan sufuri; Farashin sabon farashi na Liaohe Petrochemical a wannan makon ya ragu zuwa yuan 6,900/ton; An rage farashin coke na Jilin Petrochemical zuwa yuan 6,300/ton; Dagang Petrochemical's petroleum coke a Arewacin China m. Farashin Coke na CNOOC na CNOOC (Binzhou) da Taizhou Petrochemical Pet Coke sun yi karko a wannan makon, yayin da Huizhou da Zhoushan farashin man petrochemical Pet Coke ya ragu kadan, kuma jigilar matatun man ba ta cikin matsin lamba.
A wannan makon, farashin kasuwar coke mai mai na gida ya daina faɗuwa kuma ya sake komawa. A farkon matakin, saboda yadda ake sarrafa wasu yankuna a Shandong, kayan aiki da sufuri ba su da kyau, kuma zirga-zirgar ababen hawa ba su da matsala sosai. Sakamakon haka, jimillar kididdigar coke na man fetur a cikin matatun mai na gida ya cika da yawa, kuma tasirinsa ga ingantaccen farashin coke mai na gida ya fito fili. . Tun daga karshen mako, a zahiri ba a toshe wuraren gudanar da aiki a wasu sassa na Shandong, kayan aiki da sufuri sun farfado sannu a hankali, kuma kididdigar masana'antun da ke karkashin kasa ya dade yana kan karanci. . Koyaya, saboda tasirin babban adadin coke na man fetur da aka shigo da shi zuwa Hong Kong da kuma tabarbarewar alamomin coke mai tace mai na gida, farashin coke na man fetur da sulfur sama da 3.0% ya dan tashi kadan, kuma adadin ya ragu kadan. ƙasa da yadda ake tsammani. Har yanzu sha'awar yana da girma, farashin ya tashi sosai, ƙimar daidaitawar farashin shine 50-330 yuan / ton. A farkon matakin, wasu yankuna a Shandong sun fuskanci toshewar kayan aiki da sufuri, kuma kididdigar kididdigar da masana'antun suka yi ya kasance mai tsanani, wanda ya kasance a matsakaici zuwa matsakaici; Yanzu da aka kulle wasu yankuna a Shandong, zirga-zirgar ababen hawa ta farfado, masana'antun da ke karkashin ruwa sun kara himma wajen karbar kayayyaki, da matatun mai na cikin gida sun inganta jigilar kayayyaki, jimlar kaya ta fadi zuwa kasa da matsakaici. Ya zuwa ranar alhamis din nan, yawan ma'amalar coke mai low-sulfur (kimanin S1.0%) ya kai yuan/ton 5130-5200, kuma ciniki mai matsakaicin matsakaicin sulfur (kimanin S3.0% da babban vanadium) ya kai 3050- 3600 yuan/ton; high-sulfur coke High vanadium coke (tare da sulfur abun ciki na game da 4.5%) yana da babban ma'amala na 2450-2600 yuan / ton.
Bangaren samarwa
Tun daga ranar 10 ga Nuwamba, an yi kulle-kulle na yau da kullun 12 na rukunin coking a duk faɗin ƙasar. A wannan makon, an rufe sabbin rukunin coking guda 3 don kula da su, an kuma sanya wani rukunin coking ɗin aiki. Yawan amfanin yau da kullun na man coke na ƙasar ya kai tan 78,080, kuma yawan aikin coking ɗin ya kasance 65.23%, raguwar 1.12% daga watan da ya gabata.
Bangaren nema
Sakamakon tsadar coke na man fetur a babbar matatar mai, gabaɗaya kamfanonin da ke ƙasa ba su da himma wajen karɓar kayayyaki, kuma farashin coke na wasu matatun yana ci gaba da raguwa; yayin da a kasuwar matatar gida, yayin da manufar rigakafin cutar a wasu yankuna aka dan sassauta, kayan aiki da sufuri sun dan farfado, wanda ya mamaye albarkatun kasa na masana'antu. Kayayyakin coke na man fetur sun dade ba su da yawa, kuma kamfanoni na kasa da kasa suna da sha'awar siye, kuma an yi sayayya da yawa a kasuwa. Wasu ’yan kasuwa sun shiga kasuwa don gudanar da ayyuka na wucin gadi, wanda hakan ya dace da tsadar man kwakwal mai tacewa.
Kaya
Babban kayan aikin matatar gabaɗaya matsakaita ne, kamfanoni na sayayya akan buƙatu, kuma jimillar kayan coke na man fetur yana kan matsakaicin matakin. Tare da dan sassauta manufofin rigakafin cutar a wasu yankuna, kamfanoni masu tasowa sun shiga kasuwa da yawa don saye, kuma yawan man fetur na coke na matatar man ya ragu gaba daya. zuwa tsakiyar-ƙananan.
(1) Masana'antu na ƙasa
Calcined Petroleum Coke: Kasuwar coke mai ƙarancin sulfur mai ƙarancin sulfur tana da jigilar kayayyaki a wannan makon, kuma an sami sassaucin matsin lamba a arewa maso gabashin China. Matsakaici da babban sulfur calcined petroleum coke kasuwa sun yi ciniki sosai a wannan makon, tare da goyan bayan sake dawo da farashin coke na man fetur a Shandong, kuma farashin kasuwa na matsakaici da babban sulfur calcined petroleum coke yana gudana a babban matsayi.
Karfe: Kasuwar karafa ta dan tashi a wannan makon. Kididdigar Haɗin Karfe na Baichuan ya kasance 103.3, sama da 1 ko 1% daga ranar 3 ga Nuwamba. Sakamakon kyakkyawan fata na kasuwa game da annobar a wannan makon, makomar baƙar fata tana tafiya sosai. Farashin kasuwar tabo ya tashi kadan, kuma tunanin kasuwa ya dan inganta kadan, amma gaba daya cinikin bai canza sosai ba. A farkon mako, farashin jagora na masana'antun ƙarfe na asali sun kiyaye ingantaccen aiki. Kodayake farashin katantanwa ya tashi, kasuwar kasuwa ta kasance gabaɗaya, kuma yawancin 'yan kasuwa sun rage jigilar kayayyaki a asirce. Kamfanonin karafa suna samar da su ne bisa ga al'ada. Domin tun da farko ‘yan kasuwa sun kwashi kayan, matsawar ma’ajiyar masana’anta ba ta yi yawa ba, sai matsin kayan ya koma kasa. Zuwan albarkatun arewa kadan ne, kuma ana ba da oda a kasuwa bisa bukatu. A halin yanzu, duk da cewa hada-hadar kasuwancin ta inganta, amma a mataki na gaba, tsarin da ake bi a yanzu na ayyukan kasa ya ragu, yanayin fara aikin bai yi kyau ba, buqatar tasha ba ta da kyau, kuma aikin sake dawowa cikin gajeren lokaci ya kasance. ba a sa ran a bayyane. Yi hankali, bukata na iya raguwa daga baya. Ana sa ran farashin karafa zai yi sauyi cikin kankanin lokaci.
anode da aka riga aka gasa
A wannan makon, farashin ma'amala na kasuwar anode da aka yi gasa a China ya tsaya tsayin daka. Farashin tabo a Baichuan ya karu kadan, musamman saboda farfadowar kasuwar coke mai, da tsadar farar kwal, da kuma mafi kyawun tallafin farashi. Dangane da samarwa, yawancin masana'antu suna aiki da cikakken ƙarfi kuma wadatar ta tabbata. Sakamakon kula da yanayin ƙazanta mai yawa a wasu yankuna, abin da ake samarwa ya ɗan ɗan shafa. Aluminum electrolytic na ƙasa yana farawa a babban matakin kuma wadata yana ƙaruwa, kuma buƙatun anodes da aka riga aka gasa yana ci gaba da haɓakawa.
Silicon karfe
Gabaɗayan farashin kasuwar karfen silicon ya ragu kaɗan a wannan makon. Ya zuwa ranar 10 ga watan Nuwamba, matsakaita farashin kasuwar karfen silicon na kasar Sin ya kai yuan 20,730/ton, ya ragu da yuan/ton 110 daga farashin a ranar 3 ga Nuwamba, ya ragu da kashi 0.5%. Farashin karfen siliki ya ragu kadan a farkon mako, musamman saboda siyar da kayayyaki da ‘yan kasuwar kudancin kasar ke yi, kuma farashin wasu maki na karfen siliki ya fadi; Farashin kasuwa a tsakiyar mako da kuma karshen mako ya tsaya tsayin daka saboda karuwar farashi da karancin sayayya. Kasar Sin ta kudu maso yammacin kasar Sin ta shiga wani yanayi na ruwa da busasshen ruwa, kuma farashin wutar lantarki ya tashi, kuma farashin wutar lantarki na iya ci gaba da karuwa bayan yankin Sichuan ya shiga lokacin rani. Wasu kamfanoni suna da shirin rufe tanda; Yankin Yunnan na ci gaba da fuskantar matsalar wutar lantarki, kuma an karfafa matakin rage wutar lantarki. Idan yanayin ba shi da kyau, za a iya rufe tanderun a mataki na gaba, kuma za a rage yawan fitarwa; An tsaurara matakan dakile yaduwar cutar a jihar Xinjiang, safarar danyen kaya na da wahala kuma ma'aikata ba su isa ba, kuma ana fama da matsalar samar da mafi yawan masana'antu ko ma a rufe don rage hakowa.
Siminti
Farashin danyen man fetur a kasuwar siminti na kasar ya yi tsada, kuma farashin siminti ya yi tashin gwauron zabi kuma ya ragu. Matsakaicin farashin kasuwar siminti na kasar a wannan batu ya kai yuan 461, kuma matsakaicin farashin kasuwar a makon da ya gabata ya kai yuan 457, wanda ya kai yuan 4/ton sama da matsakaicin farashin kasuwar siminti a makon da ya gabata. Sau tari, wasu wuraren ana sarrafa su sosai, ana hana zirga-zirgar ma'aikata da sufuri, kuma ci gaban gine-gine na waje ya ragu. Kasuwar a yankin arewa tana cikin wani yanayi mai rauni. Yayin da yanayin ya koma sanyi, kasuwa ta shiga yanayin da ba a saba gani ba, kuma yawancin ayyuka an rufe su daya bayan daya. Maɓallin maɓalli kaɗan ne kawai ke kan jadawali, kuma jimlar jigilar kayayyaki ƙanana ce. Sakamakon hauhawar farashin kwal a yankin kudancin kasar, farashin da ake samu a masana'antu ya yi tashin gwauron zabi, sannan wasu kamfanoni sun aiwatar da aikin rufe tukwane, lamarin da ya sa farashin siminti ya tashi a wasu yankuna. Gabaɗaya, farashin siminti na ƙasa ya tashi kuma ya faɗi.
(2) Yanayin kasuwar tashar jiragen ruwa
A wannan makon, matsakaicin jigilar manyan tashoshin jiragen ruwa na yau da kullun ya kai tan 28,200, kuma jimillar kididdigar tashar jiragen ruwa ta kai tan 2,104,500, wanda ya karu da kashi 4.14% daga watan da ya gabata.
A wannan makon, coke din man fetur da ake shigo da shi ya fi maida hankali ne a tashar jiragen ruwa ta Shandong Rizhao, tashar Weifang, tashar Qingdao ta Dongjiakou da sauran tashoshi. Ƙididdiga na petcoke tashar jiragen ruwa yana ci gaba da karuwa. A halin yanzu, an kulle yankin Dongying, kuma jigilar kayayyaki ta tashar Guangli ta dawo daidai. Tashar ruwa ta Rizhao, tashar Weifang, da sauransu. Har yanzu jigilar kayayyaki yana da sauri. A wannan makon, farashin man coke mai tace man ya sake tashi cikin sauri, ana samun bunkasuwar cinikin man fetur a tashoshin jiragen ruwa, an kuma farfado da kayayyaki da sufuri a wasu wuraren. Saboda ci gaba da ƙarancin kididdigar ɗanyen coke mai da kuma maimaita tasirin annobar, kamfanoni na ƙasa sun fi ƙwarin gwiwa don tarawa da sake cika hannun jari. , Buƙatun man coke yana da kyau; A halin yanzu, yawancin coke na man fetur da ke zuwa tashar jiragen ruwa ana sayar da su a gaba, kuma saurin isar da tashar yana da sauri. Dangane da batun coke mai, har yanzu ba a fayyace yadda farashin kwal na cikin gida ya biyo baya ba. Wasu masana'antun silicon carbide na ƙasa an iyakance su ta hanyar kariyar muhalli kuma suna amfani da wasu samfuran (tsaftataccen gawayi) don maye gurbin samar da coke mai sulfur mai girma. Kayayyakin kasuwa na coke mai ƙarami da matsakaita-sulfur projectile sun kasance karɓaɓɓu, kuma farashin ya tsaya tsayin daka na ɗan lokaci. Farashin farashi na Formosa coke ya ci gaba da hauhawa a wannan watan, amma saboda yanayin kasuwar siliki na gabaɗaya, tabo na Formosa coke yana ciniki akan farashi mai inganci.
A cikin Disamba 2022, Formosa Petrochemical Co., Ltd. Za a ƙaddamar da ƙaddamarwar ne a ranar 3 ga Nuwamba (Alhamis), kuma lokacin rufe gasar zai kasance da ƙarfe 10:00 na Nuwamba 4 (Jumma'a).
Matsakaicin farashin tayin nasara (FOB) shine kusan dalar Amurka 297/ton; Kwanan jigilar kaya daga Disamba 27,2022 zuwa Disamba 29,2022 daga tashar tashar Mailiao, Taiwan, kuma yawan coke na man fetur a kowane jirgi ya kai ton 6500-7000, kuma abun cikin sulfur ya kai kusan 9%. Farashin farashi shine FOB Mailiao Port.
Farashin CIF na US sulfur 2% projectile coke a watan Nuwamba shine kusan dalar Amurka 350/ton. Farashin CIF na US sulfur 3% projectile coke a watan Nuwamba shine kusan 295-300 dalar Amurka / ton. US S5% -6% high-sulfur projectile coke a watan Nuwamba yana da farashin CIF na kusan $200-210/ton, kuma farashin coke na Saudi projectile a watan Nuwamba yana kusa da $190-195/ton. Matsakaicin farashin FOB na coke na Taiwan a cikin Disamba 2022 ya kusan dalar Amurka 297/ton.
Ra'ayin kasuwa
Low-sulfur petroleum coke: Cutar da annoba da wasu dalilai suka shafa, wasu kamfanoni na ƙasa ba su da kwarin gwiwa don karɓar kaya. Baichuan Yingfu na sa ran cewa farashin coke mai ƙarancin sulfur na kasuwa zai tsaya tsayin daka kuma zai ɗan ɗanɗana mako mai zuwa, tare da daidaita daidaikun mutane kusan RMB 100/ton. Medium- da high-sulfur petroleum coke: Shafi ta hanyar downtime na coking raka'a da daban-daban ingancin shigo da danyen mai, gaba ɗaya matsakaici da high-sulfur kasuwar man fetur coke tare da mafi alama abubuwa (vanadium <500) ne a takaice wadata, yayin da ake samar da man coke mai vanadium mai yawa kuma ana ƙara ƙara shigo da kaya daga waje. Dakin da ke biyo baya don haɓaka yana da iyaka, don haka Baichuan Yingfu yana tsammanin cewa farashin coke na man fetur tare da mafi kyawun abubuwan ganowa (vanadium <500) har yanzu yana da damar haɓakawa, kewayon kusan yuan 100 / ton, farashin babban vanadium. Coke man fetur yafi karko, kuma wasu farashin coke suna cikin kunkuntar canjin kewayo.
Lokacin aikawa: Nov-11-2022