01 Market Overview
Kutengeswa kwese kwemusika wepetroleum coke kwaive kwakajairika svondo rino. Mutengo weCNOOC wakaderera-sarufa coke wakadonha ne650-700 yuan / ton, uye mutengo weimwe yakaderera-sarufa coke muNortheast yePetroChina yakadonha ne300-780 yuan/ton. Sinopec yepakati uye yakakwirira-sarufa coke mitengo yakaramba yakagadzikana; Mutengo wepetroleum coke munzvimbo dzekunatsa dzakasanganiswa, ine huwandu hwe50-300 yuan / tani.
02 Ongororo yezvinhu zvinokanganisa mitengo yemusika svondo rino
03 Yepakati uye yakakwira sulfur petroleum coke
1. Mukutaura kwekugovera, vhiki ino, chikwata chekubika cheSinopec's Yangzi Petrochemical yakatanga kubudisa coke, mamwe mafinetsi ari pedyo neRwizi rwaYangtze akaramba achishanda pamutoro wakaderera, uye kutumirwa kwese kwepetroleum coke kwakanga kusiri pasi pekumanikidzwa. Vhiki iri rakanga rakagadzikana. Karamay Petrochemical coking unit ichavharwa kuti igadziriswe musi waMay 20. Kupiwa kwepetroleum coke muXinjiang kwakaderera, izvo zvakanaka kune zvimwe zvinonatsa kutumira petroleum coke. Kupihwa kwepetroleum coke munzvimbo dzekuchenesa kwakaramba kuchiwedzera svondo rino. Phase I), Boxing Yongxin coking unit yakatanga kugadzira coke, Huahang Energy coking unit yakatanga kuvaka asi haina kuburitsa coke, chete Zhongtian Haoye Phase II coking unit yakapa kugadzirisa. 2. Panyaya yezvinodiwa, purofiti yeindasitiri yearuminiyamu ye electrolytic inoramba ichiderera, mutengo wakanyanya wepetroleum coke unoramba uchikwira, uye mabhizinesi earuminiyamu kabhoni ari pasi pekumanikidzwa kukuru kwemutengo. Kudzika kwakadzika kwakatanga kudzikisa mutengo, izvo zvakashata pamutengo wekoki; kudiwa kwemusika kwema electrode uye recarburizers yakagadzikana, uye musika wesimbi silicon wakajairika. 3. Panyaya dzezviteshi, coke yakakwira-sarufa yakasvika pachiteshi svondo rino inonyanya kukwira-sarufa coke, uye mafuta epetroleum coke pachiteshi anoramba achiwedzera; mutengo wepetroleum coke muzvinatsiridzwa zvemuno watanga kudzikama, uye kufarira kwekugamuchira zvinhu kubva kuzasi kwakawedzera kana zvichienzaniswa nesvondo rapfuura, uye chipanje coke chakatengeswa kunze kwenyika. Zvinhu zvave nani. Parizvino, mutengo wechiteshi che petrocoke muVenezuela uri 1950-2050 yuan / tani, uye mutengo wepasi-sarufa coke inotengeswa kubva kuIndonesia nedzimwe nyika ichiri yakasimba. Maererano ne-low-sulfur coke, mutengo wemusika wepasi-sulfur petroleum coke vhiki ino wakanga wakadzikama uye wakadzika, nekugadzirisa kuderera kwe300-700 yuan / ton; musika wepasi-sarufa coke inoshandiswa aluminium uye kabhoni yakanga isinganyanyi kufarira, uye zvimwe zvekunatsa zvakange zvawedzera zvinyorwa uye zvakakanganiswa neiyo yakaderera-sarufa coke. Mutengo wepasi-sarufa coke mukunatswa kwenzvimbo unoramba uchiderera. Vhiki rino, mutengo weimwe coke munzvimbo dzekunatsa mudunhu reNortheast yePetroChina wadonha. Mutengo wepetroleum coke muCNOOC's refineries wadzikira zvakanyanya. Binzhou Zhonghai coking unit inotarisirwa kuburitsa coke mukupera kwaMay. Zhoushan Petrochemical coking unit inotarisirwa kunge isisina coke kusvika June 10.
Kutumirwa mumusika wakanatswa petroleum coke kwakasiyaniswa svondo rino. Kutakurwa kwepasi-nepakati-sarufa petroleum coke kwaive kwakanaka. Mimwe mitengo yekoki yakaramba ichikwira ne30-100 yuan/ton. Kutumirwa kwepetroleum coke yepakati nepamusoro-soro yaive pakati nepakati, uye mitengo yecoke yakaramba ichidzika ne50-300 yuan. Yuan / ton. Iyo yepasi pemvura electrolytic aruminiyamu musika haina kusimba, inokwidziridzwa pedyo nekupera kwemwedzi, kumanikidzwa kwemitengo yemabhizinesi epasi pekabhoni ichiri yakakura, uye kutenga kwakawanda kunoenderana nekudiwa; zvisinei, nekuda kwekushayikwa kwemazuva ano kwepasi-sarufa petroleum coke zviwanikwa mumusika wekunatsa wenzvimbo, iyo yakadzika inomanikidzwa kubvuma mitengo yakakwira. Zvigadzirwa zvekunatsa zvichiri padanho rakaderera; munguva pfupi yapfuura, kune zvakawanda zvinotengeswa kunze kwepamusoro-sarufa coke zviwanikwa, uye musika une zvakawanda zvekupihwa kwepamusoro-sarufa coke. Kutakurwa kwecoke kwakakwirira-sarufa kuri kumanikidzwa, uwandu hwese hwakwira, uye mitengo yecoke yadzikira. Kubva muna Chivabvu 26, pakanga paine nguva gumi dzenguva dzose dzekugadzirisa kwenzvimbo yekubika yeko. Vhiki rino, chikamu chekutanga cheBoxing Yongxin nePanjin Baolai coking units chakatanga kugadzira coke, uye chikamu chechipiri cheZhongtian Haoye chakavharwa kuti chigadziriswe. Kubva musi weChina ichi, kubuda kwezuva nezuva kwepetrochemical coke kwaiva tani 29,150, uye chiyero chekushanda kwekoki yeko chaiva 55.16%, kuwedzera kwe0.57% kubva vhiki yapfuura. Kubva pamusi weChina uno, mutengo waichimbova mufekitari mukuru wepasi-sarufa petroleum coke (sarufa yakatenderedza 1.5%) waive 5800-6300 yuan/tani, uye yaichimbova fekitari mainstream mutengo wepakati-sarufa petroleum coke (sarufa 2.0- 3.0%) yaive 4400-5180 yuan/ton, yakakwira-sarufa petroleum coke ex-factory mainstream transaction mutengo waive 4400-5180 yuan/ton. The ex-factory mainstream mutengo wepetroleum coke (inenge 4.5% sulfur) i2300-3350 yuan/ton.
04 Supply Side
Kubva muna Chivabvu 26, kune gumi nematanhatu nguva dzekugadzirisa dzeiyo coking unit. Vhiki rino, chikamu chechipiri cheZhongtian Haoye uye coking unit yeKaramay Petrochemical yakavharwa kuti igadziriswe. Coking unit haisati yatanga kugadzira coke. Kubva pamusi weChina chino, kuburitswa kwenyika kwezuva nezuva kwepetroleum coke kwaive 66,450 matani, uye chiyero chekushandisa coking chaive 53.55%, kuwedzera kwe0.04% kubva svondo rapfuura.
05 Demand Side
Mutengo weiyo yakaderera-sarufa coke inoramba ichikwira, uye mabhizinesi epasi ari pasi pekumanikidzwa kukuru kugashira zvinhu uye kutenga zvakawanda pane zvinodiwa; mutengo wearuminiyamu ye electrolytic wadzikira kusvika pamadhora zviuru makumi maviri, uye mutengo wemafuta epetroleum coke unoramba uchikwira. Kutenga kunodiwa, uye shungu dzekugamuchira zvinhu zvakazara; musika wema electrode uye carburizers ine yakagadzikana kudiwa kwepetroleum coke.
06 Inventory
Vhiki rino, petroleum coke market inventory yakaramba iri padanho repakati. Iyo huru-yakaderera-sarufa coke yakatumirwa kazhinji, uye zvinyorwa zvakaramba zvichikwira. Kutumirwa kwevanochenesa veko kwakasiyaniswa. Kutumirwa kwepetroleum coke yepakati nepasi-sarufa kwaive kwakanaka. Zvinhu muhuwandu, huwandu hwepamusoro.
07 Musika Outlook
Nekuwedzera kwekugovera kwepasi-sarufa coke, Baichuan Yingfu anotarisira kuti mutengo wepasi-sarufa petroleum coke ucharamba usina simba uye wakagadzikana vhiki rinouya, uye mamwe epasi-sarufa coke mitengo ichaita kuderera; iyo inotumirwa yepakati-sarufa petroleum coke ichave yakagadzikana, uye zvimwe anode zvinhu zvichatengwa Medium-sarufa coke inoshandiswa seyakasvibirira, uye yakakwirira-sarufa coke ine yakakura mumusika munguva pfupi yapfuura. Zvisinei, mushure mekuramba kuderedzwa kwemitengo yekoki munguva yapfuura, kutumirwa kwakavandudzika. Musika wepamusoro uri papetroleum coke, saka Baichuan Yingfu anotarisira kuti mutengo wepamusoro-sarufa coke ucharamba wakagadzikana svondo rinouya. Chikamu chekugadzirisa chinotarisirwa kuve 50-100 yuan / ton.
Nguva yekutumira: May-30-2022