1. Manyan wuraren da ke da zafi a kasuwa:
Ma'aikatar Masana'antu da Fasahar Bayanai ta Xinjiang ta fitar da sanarwar gudanar da sa ido kan harkokin samar da makamashi ga kamfanoni a masana'antar aluminum, ƙarfe, da siminti ta lantarki a shekarar 2021. Kayayyakin ƙarshe na kamfanonin sa ido su ne kamfanonin aluminum masu amfani da aluminum mai narkewa, ingots na aluminum ko nau'ikan ƙarfe masu yawa; kamfanonin ƙarfe da ƙarfe masu ƙarfin narkar da siminti; Kamfanonin layin samar da siminti cikakke (gami da samar da clinker), kamfanonin layin samar da clinker, da kamfanonin tashar niƙa siminti waɗanda ke samar da siminti na Portland na gabaɗaya; babban abin da ke sa ido shi ne aiwatar da ƙa'idar ƙimar amfani da makamashi ga samfurin rukunin kamfanin, aiwatar da kawar da tsarin baya, aiwatar da tsarin sarrafa ma'aunin makamashi, aiwatar da tsarin ƙididdigar amfani da makamashi, da sauransu.
2. Bayanin Kasuwa
A yau, kasuwar man fetur ta cikin gida ta daidaita. Kwanan nan, yawan aikin sashin man fetur na dakatar da aikin matatar ya ci gaba da raguwa. Har yanzu samar da man fetur na coke yana da tsauri, kuma farashin wasu coke ya sake tashi da yuan 20-60/ton. A halin yanzu, ƙarƙashin tasirin manufar takaita wutar lantarki a Guangxi da Yunnan, ɓangaren da ke ƙasa ya rage samarwa. Duk da haka, saboda ƙaruwar man fetur na coke a matatun mai don amfani da kansu, raguwar tallace-tallace na fitarwa, jigilar man fetur gaba ɗaya yana da daidaito, kuma tarin man fetur ya kasance ƙasa. Sufuri mai sauri a Jiangsu ya sake farawa, kuma farashin man fetur mai yawan sulfur a Gabashin China ya tashi daidai da haka. Kasuwar man fetur mai matsakaicin sulfur a yankin Kogin Yangtze yana da wadataccen wadata da kuma aiki mai ƙarfi na ɓangaren buƙata. Babu matsin lamba kan jigilar man fetur. A yau, farashin man fetur ya sake tashi da yuan 30-60/ton. Jigilar man fetur mai ƙarancin sulfur daga matatun PetroChina da CNOOC sun kasance daidai. A yau, farashin coke ya kasance daidai a wani babban mataki, kuma ana sa ran kamfanonin matatun mai za su ƙara farashin coke ɗinsu. Dangane da matatun mai na gida, saboda tsananin shawo kan annobar da ke faruwa a Henan, an takaita wasu jigilar kayayyaki masu sauri a Heze, kuma jigilar kayayyaki a yanzu haka ba ta da wani tasiri. A yau, farashin coke a Shandong yana ƙaruwa da raguwa, kuma sha'awar siyan kayan masarufi ta yi daidai, kuma babu wani matsin lamba a bayyane kan samarwa da sayar da matatun mai. Hualong Petrochemical ya daidaita ma'aunin yau zuwa coke mai fetur tare da sinadarin sulfur na 3.5%. Jigilar coke mai inganci a Arewa maso Gabashin China yana da kyau, kuma farashin coke na Polaris yana ci gaba da hauhawa kaɗan. Jujiu Energy ta fara gini a ranar 16 ga Agusta kuma ana sa ran za ta ƙone gobe.
3. Binciken wadata
A yau, yawan man fetur da ake fitarwa a kasar ya kai tan 69,930, raguwar tan 1,250 a wata, ko raguwar 1.76%. Kamfanin samar da man fetur na Dongming Petrochemical mai karfin samar da tan miliyan 1.6 a kowace shekara ya jinkirta rufe sashen samar da man fetur don gyara, kuma Jujiu Energy ta fara ginawa, wanda har yanzu bai samar da man fetur ba.
4. Binciken Buƙatu:
Kwanan nan, samar da kamfanonin coke na cikin gida ya kasance mai dorewa, kuma yawan aikin na'urorin coke na calcined yana ci gaba da tafiya cikin sauƙi. Farashin aluminum na ƙarshe ya ci gaba da ƙaruwa sosai. Sakamakon raguwar wutar lantarki a Yunnan da Guangxi, farashin aluminum na electrolytic ya tashi zuwa fiye da yuan 20,200/tan. Kamfanonin aluminum na electrolytic suna aiki da riba mai yawa, kuma ƙimar amfani da ƙarfin aiki ta ci gaba da ƙaruwa. Jigilar kayayyaki a masana'antu. Kasuwar carbon don ƙarfe gabaɗaya ana ciniki, kasuwannin recarburizer da graphite electrode sun sami matsakaicin martani, kuma kamfanoni suna da kyakkyawan ra'ayi na jira da gani. Bukatar kasuwar electrode mara kyau ta fi kyau, kuma coke mai ƙarancin sulfur har yanzu yana da kyau don fitarwa a cikin ɗan gajeren lokaci.
5. Hasashen farashi:
Kwanan nan, kasuwar petcoke ta cikin gida tana samarwa da sayarwa akai-akai, kuma farashin aluminum na ƙarshe ya ci gaba da ƙaruwa sosai, kuma ɓangaren buƙata yana da sha'awar shiga kasuwa. Aikin sauri a yankin Jiangsu ya sake fara aiki kamar yadda aka saba, kuma sha'awar siyayya ta kamfanonin da ke kewaye ta sake komawa, wanda hakan ya dace da ƙaramin ƙaruwar farashin coke a matatun mai. Jigilar man fetur da aka tace a cikin gida yana da ƙarfi, fara amfani da sassan coke a matatun mai har yanzu yana cikin ƙasa, kamfanonin da ke ƙasa galibi suna siyan sa akan buƙata, kayan matatun mai sun kasance ƙasa, kuma sararin daidaita farashin coke yana da iyaka. Jigilar coke mai ƙarancin sulfur na CNOOC yana da kyau, kuma ana sa ran farashin coke zai ci gaba da ƙaruwa.
Lokacin Saƙo: Agusta-16-2021