Hupfumi hwemusika weChina huchakura zvakatsiga muna 2021. Kugadzirwa kwemaindasitiri kuchafambisa kudiwa kwezvinhu zvakawanda. Iyo mota, zvivakwa uye mamwe maindasitiri anochengetedza kudiwa kwakanaka kwe electrolytic aluminium nesimbi. Rutivi rwekudiwa runoumba tsigiro inoshanda uye yakanaka yemusika wepetcoke.
Muhafu yekutanga yegore, misika yepamba yepetcoke yaitengesa zvakanaka, uye mutengo wepakati uye wepamusoro-sarufa petcoke wakaratidza kukwira kumusoro kwekuchinja. Kubva muna Ndira kusvika muna Chivabvu, nekuda kwekupa kwakasimba uye kudiwa kwakasimba, mitengo yecoke yakaramba ichikwira zvakanyanya. Muna Chikumi, mutengo wekoki wakatanga kukwira nekupihwa, uye mimwe mitengo yekoki yakadonha, asi mutengo wemusika wese uchiri kupfuura nguva imwechete gore rapfuura.
Kutengeswa kwemusika kwese mukota yekutanga kwaive kwakanaka. Ichitsigirwa nemusika wekuda-padivi peMutambo weChirimo, mutengo wepetroleum coke wakaratidza kukwira kuri kuita. Kubva pakupera kwaKurume, mutengo wepakati uye wepamusoro-sarufa coke munguva yekutanga wakakwira kusvika padanho repamusoro, uye kudzika kwekugamuchira mabasa kwakadzikira, uye mitengo yekoki mune dzimwe nzvimbo dzekunatsa yadonha. Sezvo kuchengetwa kwepetcoke yepamba kwakaiswa muchikamu chechipiri, kupihwa kwepetcoke kwakadzikira zvakanyanya, asi kuita kwedivi rekuda kwakagamuchirwa, kuchiri tsigiro yakanaka yemusika wepetcoke. Zvakadaro, kubva muna Chikumi pakatanga kutangisa kugadzirwa nekugadziridzwa kwekunatsa, iyo electrolytic aluminiyamu kuNorth neMaodzanyemba kwakadziva kumadokero kweChina yaigara ichiburitsa nhau dzakaipa. Uye zvakare, kushomeka kwemari muindasitiri yepakati kabhoni uye maitiro eiyo bearish kumusika zvakadzora kutenga mutinhi wemakambani ari pasi. Musika wecoke wapinda zvakare mudanho rekubatanidza.
Zvinoenderana nekuongororwa kwedata kweLongzhong Information, avhareji mutengo we2A petroleum coke i2653 yuan/ton, gore-pa-gore avhareji yekuwedzera mutengo we1388 yuan/tani muhafu yekutanga ya2021, kuwedzera kwe109.72%. Pakupera kwaMarch, mitengo yekoki yakakwira kusvika ku2,700 yuan / toni muhafu yekutanga yegore, kuwedzera kwegore negore kwe184.21%. Mutengo we3B petroleum coke wakakanganiswa zvakanyanya nekuchengetedzwa kwepakati kwenzvimbo dzekunatsa. Mutengo wekoki wakaramba uchikwira muchikamu chechipiri. Pakati peMay, mutengo wekoki wakakwira kusvika ku2370 yuan / ton muhafu yekutanga yegore, kuwedzera kwegore negore kwe111.48%. Musika wepamusoro-sarufa coke uchiri kutengesa, uye mutengo wepakati muhafu yekutanga yegore uri 1455 yuan / ton, kuwedzera kwe93.23% gore negore.
Ichitungamirwa nemutengo wezvigadzirwa, iyo yemba sarufa yakaverengerwa mutengo wecoke muhafu yekutanga ya2021 yakaratidza nhanho-kumusoro maitiro. Kutengeserana kwese kwemusika wecalcining kwaive kwakanaka, uye kudiwa-kudivi rekutenga kwakagadzikana, izvo zvakanakira kutumirwa kwemabhizinesi akaverengerwa.
Zvinoenderana nekuongororwa kwedata kweLongzhong Ruzivo, muhafu yekutanga ya2021, avhareji mutengo wesarufa calcined coke yaive 2,213 yuan/ton, kuwedzera kwe880 yuan/ton zvichienzaniswa nehafu yekutanga ya2020, kuwedzera kwe66.02%. Muchikamu chekutanga, misika yose yepamusoro-sarufa yakatengeswa zvakanaka. Muchikamu chekutanga, iyo general cargo calcined coke ine sulfur content ye3.0% yakasimudzwa ne600 yuan/ton, uye avhareji mutengo waive 2187 yuan/ton. Sulfur content ye3.0% vanadium content ye300PM calcined coke yawedzera ne480 yuan/ton, neavhareji mutengo we2370 yuan/ton. Muchikamu chechipiri, kupihwa kwepakati nepamusoro-sarufa petroleum coke muChina kwakadzikira uye mutengo wekoki wakaramba uchikwira. Nekudaro, makambani epasi pekabhoni ane kushomeka kwekutenga kushoma. Semubatanidzwa wepakati mumusika wekabhoni, makambani ecalcining haana kutaura zvishoma pakati pemusika wecarbon. Mhindu yekugadzira inoramba ichidzikira, kudzvinyirira kwemitengo kuri kuramba kuchikwira, uye mitengo yecoke yakaverengerwa inokwira kumusoro Mwero wekuwedzera wakadzikira. Kubva munaJune, nekudzoreredzwa kwepakati uye yakakwira-sarufa coke, mutengo weimwe coke wakadonha pamwe chete nawo, uye purofiti yemabhizinesi ecalcining yakashanduka kuita purofiti. Mutengo wekutengeserana wegeneral cargo calcined coke ine sulfur content ye3% wakagadziridzwa kuita 2,650 yuan/ton, uye sulfur yemukati ye3.0% uye vanadium yemukati yaive 300PM. Mutengo wekutengesa wecoke yakarukwa wakakwira kusvika pa2,950 yuan/ton.
Muna 2021, mutengo wepamba we pre-yakabikwa anode ucharamba uchikwira, nekuwedzera kwe910 yuan/ton kubva muna Ndira kusvika Chikumi. Kubva muna Chikumi, mutengo wekutenga webenchmark we pre-yakabikwa anode muShandong wakwira kusvika pa4225 yuan/ton. Sezvo mitengo yezvigadzirwa ichiramba ichikwira, kudzvanywa kwekugadzirwa kwemakambani eanode-akabikwa kwakawedzera. Muna Chivabvu, mutengo wemarasha tar pitch wakakwira zvakanyanya. Inotsigirwa nemitengo, mutengo weanode pre-yakabikwa wakakwira zvakanyanya. Muna Chikumi, apo mutengo wekutakura wecoal tar pitch wakadonha, mutengo wepetroleum coke wakagadziridzwa zvishoma, uye purofiti yekugadzira yemabhizinesi eanode akafanobikwa yakawedzera.
Kubva 2021, iyo yepamba electrolytic aluminium indasitiri yakachengetedza maitiro emitengo yakakwira uye purofiti yakakwira. Pundutso patani yega yega electrolytic aruminiyamu mutengo inogona kusvika ku5000 yuan/tani, uye mudzimba electrolytic aruminiyamu yekugadzira kugona kwekushandisa yakambochengetedzwa inosvika makumi mapfumbamwe%. Kubva munaJune, kutanga kwese kwe electrolytic aluminium indasitiri kwakadzikira zvishoma. Yunnan, Inner Mongolia, neGuizhou zvakatevedzana kuwedzera kutonga kwemaindasitiri anoshandisa simba zvakanyanya senge electrolytic aluminium. Mukuwedzera, mamiriro e electrolytic aluminium destocking yakaramba ichiwedzera. Kubva pakupera kwaChikumi, mudzimba electrolytic aruminiyamu inventory Yakaderedzwa kusvika pa850,000 matani.
Zvinoenderana nedata kubva kuLongzhong Ruzivo, iyo yemba ye electrolytic aluminium yakabuda muhafu yekutanga ya2021 yaive ingangoita 19.35 miriyoni matani, kuwedzera kwe1.17 miriyoni matani kana 6.4% gore-pagore. Muhafu yekutanga yegore, avhareji yemba yearuminiyamu mutengo muShanghai yaive 17,454 yuan/tani, kuwedzera kwe4,210 yuan/ton, kana 31.79%. Mutengo wemusika wearuminiyamu weelectrolytic wakaramba uchikwira kubva munaNdira kusvika Chivabvu. Pakati paMay, iyo nzvimbo yealuminium mutengo muShanghai yakakwira zvakanyanya kusvika ku20,030 yuan/tani, ichisvika padanho repamusoro remutengo wearuminiyamu ye electrolytic muhafu yekutanga yegore, ichikwira ne7,020 yuan/ton gore-pa-gore, kuwedzera. ne53.96%.
Maonero eOutlook:
Pachine zvirongwa zvekugadzirisa zvezvimwe zvekunatsa mudzimba muhafu yechipiri yegore, asi sezvo kusati kwagadziriswa kwezvinatsiridzo kwakatanga kuburitsa coke, iyo yese yepamba petcoke yekupa haina mhedzisiro. Kudzika kwekabhoni makambani atanga zvakadzikama, uye iyo terminal electrolytic aluminium musika inogona kuwedzera kugadzirwa uye kutangazve kugadzira kugadzirwa. Nekudaro, nekuda kweiyo mbiri-kabhoni tarisiro yekudzora, chiyero chekukura chinotarisirwa kuve chishoma. Kunyangwe nyika painorasa matura ekurerutsira kudzvanywa, mutengo we electrolytic aluminium uchiri kuchengetedza maitiro ekuchinja kukuru. Parizvino, electrolytic aluminium mabhizinesi ane pundutso, uye iyo terminal ichine imwe rutsigiro rwakanaka kumusika wepetcoke.
Zvinotarisirwa kuti muhafu yechipiri yegore, nekuda kwesimba rekugovera uye kudiwa, mamwe mitengo yecoke inogona kugadziridzwa zvishoma, asi zvakazara, zvemukati zvemukati uye yakakwirira-sarufa petroleum coke mitengo ichiri kushanda pamwero wepamusoro.
Nguva yekutumira: Jul-23-2021