Market overview
Vhiki rino, sezvo mutengo wepetroleum coke wakaramba uchidzika kusvika kumazinga akaderera, makambani epasi akatanga kutenga mumusika, kutakurwa kwese kunatsiridza kwakavandudzwa, zvigadzirwa zvakadonha, uye mitengo yecoke zvishoma nezvishoma yakamira kudzika kuti igadzikane. Vhiki rino, mutengo wekubika weSinopec's refineries wakaderera ne150 kusvika 680 yuan/ton, mimwe mitengo yekubika yezvekunatsa petrochina yakaderera ne240 kusvika 350 yuan/ton, mutengo wekubika weCNOOC's refineries waive usina kusimba uye wakagadzikana, uye mazhinji emitengo yakaderera kusvika pamutengo we130. yuan/ton.
Petroleum coke market inopesvedzera svondo rino: Yepakati uye yakakwira sarufa mafuta coke: 1. Sinopec, zvese zvekunatsa zvinokanganiswa zvakanyanya nemutengo wakaderera wepetroleum coke kubva munzvimbo dzekunatsa, uye kutumirwa kwese hakuna kunaka, mutengo wekoki unowanzo kudzika svondo rino, uye kutumirwa kwenzvimbo dzepakati nesarufa parutivi petroleum murwizi rweYakongte haisi yepetroleum. Iyo coking unit yeAnqing Petrochemical inotarisirwa kutanga kushanda mushure meZuva Regore Idzva, uye petroleum coke yeJingmen Petrochemical ichatanga kutumira zvinoenderana ne3 # B svondo rino. 2. Yakakanganiswa nehuwandu hwekuderera kwemusika, mutengo wepetroleum coke yeYumen neLanzhou petrochemical munharaunda yekuchamhembe kwakadziva kumadokero kwepetrochina yakaramba ichidonha 260-350 yuan / ton vhiki ino; Vhiki ino, mutengo wekunatsiridza coke munharaunda yeXinjiang wakagadzikana kwechinguva, nhamba yacho yakawedzera zvishoma, uye mutengo wekoki weDushanzi Petrochemical wakadonha 100 yuan / ton vhiki yapfuura; 3. Nezvekunatsa kwenzvimbo, musika wepetroleum coke unomira kudonha uye unodzikama. Sezvo mutengo wekubikira wemuno uchidzika zvishoma nezvishoma kusvika padanho rakaderera, kufarira kwekutenga kwemabhizinesi epasi kunowedzera, uye mabhizinesi epasi pekabhoni anotanga kubhadhara, uye kudzvanywa kwemari kwemabhizinesi kunodzikira. Local refinery oil coke inventory pressure yakaderedzwa, mitengo yecoke yakatanga kumira kudonha; Chechina, chiteshi, pakupera kwemwedzi, kunze kwenyika petroleum coke yakasvika pachiteshi, port petroleum coke shipment pressure, inventory ichiri yakakwirira. Mitengo yepetroleum coke yemumba iri kuramba ichidzika svondo rino, mitengo yesponge coke yechiteshi yakamanikidza, mitengo yeponji coke yadzikira kusvika pamadhigirii akasiyana. Mukutaura kwepasi petroleum petroleum coke: vhiki ino, iyo yakaderera mafuta coke munharaunda yekuchamhembe kwakadziva kumabvazuva kwekunatswa kwepetrochina yakaramba isina simba uye yakagadzikana. Mamiriro ekutumira emusika wepasi sarufa coke aive achiri pasi pane zvaitarisirwa. Mabhizinesi epasi aive nechimiro chekumirira-uye-kuona uye ainyanya kugaya yekutanga hesita. Mumusika wesvondo rino, Daqing, Fushun, Jinxi, Jinzhou Petrochemical petroleum coke yakaramba ichivimbisa kutengesa svondo rino, mutengo wacho wakagadzikana kwenguva pfupi, uye mutengo wekuvhura uchaziviswa mukupera kwemwedzi. Liaohe, Jilin Petrochemical coke mutengo kugadzirisa vhiki ino, kutakura zvishoma zvakajairika; North China Dagang Petrochemical kubira svondo rino mutengo wazvino we5130 yuan/tani, mwedzi-pa-mwedzi unoderera. Vhiki rino, mitengo yese yepetroleum coke yakapihwa neCNOOC's refineries yakagadzikana. Iyo coking unit yeTaizhou Petrochemical yakatanga kugadzira coke musi wa22 Zvita, uye mutengo wazvino waive 4,900 yuan/ton kubva Chipiri.
Vhiki rino rakanatswa petroleum coke musika wakamira kudonha uye kudzikamiswa, huwandu hwe50-1130 yuan/ton. Sezvo mutengo wekoki yemuno uchidzika zvishoma nezvishoma kusvika padanho rakaderera, kufarira kwekutenga kwemabhizinesi epasi kunowedzera, uye mabhizinesi epasi kabhoni anotanga kubhadhara, uye kudzvanywa kwemari kwemabhizinesi kunoderera. Parizvino, petroleum coke inventory yemabhizinesi epasi kabhoni iri padanho rakaderera, uye kudiwa kwese kwepetroleum coke kuchiripo. Mafungiro ekutenga emabhizinesi akakwira zvakati, petroleum coke inventory kudzvanywa kwenzvimbo dzekunatsa inodzikira, uye mutengo wecoke unotanga kumira kudonha. Imwe yemitengo yakaderera yepetroleum coke inventory yakaderedzwa kusvika padanho rakaderera, mitengo yecoke yakatanga kukwira 50-100 yuan/ton. Northeast petroleum coke shipment stable, downstream maererano nekudiwa kwekutenga; Maodzanyemba kwakadziva kumadokero asphalt coke musika wekutengesa uchiri kuratidza general. Kubva muna Zvita 29, kune 5 yakajairwa gadziriso yenzvimbo dzekubikira zvikamu. Vhiki rino, imwe coking unit yakavhurwa kana kuvharwa, uye kubuda kwezuva nezuva kwezvimwe zvekunatsa kwakagadziridzwa zvishoma. Kubva musi weChina, kubuda kwezuva nezuva kwepetroleum coke kwaiva 37,370 tani, uye kushanda kwepetroleum coke kwaiva 72.54%, 2.92% yakaderera kupfuura vhiki yapfuura. Kubva musi weChina ichi, yakaderera sarufa coke (S1.5% mukati) fekitari mainstream kutengeserana 4200-4300 yuan/ton, yepakati sulfur coke (S3.0% mukati) fekitari mainstream kutengeserana 2100-2850 yuan/ton; Yakakwira sarufa yakakwira vanadium coke (sarufa yemukati inenge 5.0%) fekitori mainstream transaction 1223-1600 yuan/ton.
Supply side
Kubva muna Zvita 29, kune 7 yakajairwa gadziriso yenzvimbo dzekubikira zvikamu. Vhiki rino, imwe coking unit inovhurwa kana kuvharwa, uye imwe seti yemamiriyoni matanhatu ematani / gore ichangobva kuvakwa coking unit inoiswa mukugadzirwa. Parizvino, ese anoshandiswa ega. Kubva musi weChina, kubuda kwezuva nezuva kwepetroleum coke mumunda kwaiva 85,472 tani, uye chiyero chekushanda chekubika mumunda chaiva 71.40 muzana, kusvika 1.18 muzana kubva vhiki yapfuura.
Demand side
Vhiki rino, kudzvinyirirwa kwemari kwemabhizinesi epasi kabhoni kunodzikiswa zvishoma, uye nekuda kwekuwanikwa kwakanaka kwepetroleum coke uye mutengo wakakwira munhanho yekutanga, pamwe nekurudziro yemafungiro ekuti "tenga kumusoro, usatengere pasi", hesitori yepetroleum coke yakasvibirira yemabhizinesi epasi iri padanho rakaderera. Parizvino, nemutengo wecoke uchidzika kusvika padanho rakaderera, mabhizinesi epasi atanga kuwedzera kufarira kwavo kutenga mumusika.
Inventory chikamu
Vhiki rino, sezvo mutengo wemusika wepetroleum coke unoramba uchidzikira, kufarira kwekutenga kwepasi kwakawedzera zvishoma nezvishoma, kuchenesa petroleum coke inventory yakatanga kuderera, kudonha kwese kusvika padanho repakati; Port petroleum coke neyepamba coke mutengo wakaderera kudzvanywa, kukurumidza kwekutakura kuri kuramba kuchidzika, uye coke inotengeswa kunze ichiri kusvika pachiteshi, port petroleum coke inventory ichiri padanho repamusoro.
Port quotation
Avhareji yemazuva ese kutumira kwezviteshi zvikuru svondo rino yaive 23,550 matani, uye iyo yakazara chiteshi chengarava yaive 2.2484 miriyoni matani, pasi 0.34% kubva pamwedzi wapfuura.
Pakupera kwesvondo rino, petroleum coke yakatengeswa kunze kwenyika yakasvika pachiteshi ichitevedzana, chiteshi chepetroleum coke shipment pressure, hetareti inoramba yakakwira. Vhiki rino, mutengo wemumba petroleum coke wakaramba uchidonha, chiteshi chengarava chinotengeswa chipanje coke mutengo wakaumba kumanikidzwa, chiteshi cheponji coke mutengo wakaderera kune zvidimbu zvakasiyana; Nemhaka yokuti mari yeponji coke inotengeswa kunze kwenyika yakakwira panguva ino, uye pakupera kwegore vamwe vatengesi vanoda kuunganidza mari, kurasikirwa kwekutengesa kwemavara kwakakura, asi mamiriro ekugamuchira ezasi haasati akwana. Panyaya yemafuta coke, mutengo wekutengesa wezvidyarwa zvemagetsi epasi uye simende zvidyarwa zvinodzika, huwandu hwekutengesa hwepamusoro-sarufa pellet coke musika ndeyepakati, uye kudzika kwemvura kudiwa kwepakati-yakaderera sulfur pellet coke yakagadzikana. Formosa Petrochemical inokwirisa ngarava mbiri dzepetroleum coke muna Ndira 2023, ine avhareji mutengo wemadhora mazana maviri nemakumi mapfumbamwe nepfumbamwe / tani.
Formosa Petrochemical Co., LTD., Ndira 2023, 2 zvikepe zvepetroleum coke bid: avhareji mutengo webhidhi (FOB) ino nguva inenge $299 / tani; Zuva rekutumira ndiNdira 25, 2023 - Ndira 27, 2023, uye Ndira 27, 2023 - Ndira 29, 2023 kubva Mailiao Port, Taiwan. Huwandu hwepetroleum coke pangarava ingangoita 6,500-7,000 matani, uye sulfur yemukati inenge 9%. Mutengo wekubhidha ndeyeFOB Mailiao Port.
IUnited States sulfur 2% pellet Coke muna Zvita CIF inenge 280-290 madhora/tani. American sarufa 3% pellet Coke muna Zvita CIF 255-260 USD/tani. Isu S5% -6% high sulfur pellet coke muna Zvita CIF 185-190 USD/tani, Saudi pellet coke muna Zvita mutengo 175-180 USD/tani. Avhareji mutengo weTaiwan Coke muna Ndira 2023 FOB inenge $299 / tani.
Future market forecast
Yakaderera sarufa Coke: Sezvo Gore Idzva reChinese rinosvika uye kudiwa kwemusika kuri kuramba kuchiderera, zvakasanganiswa nekubuda kweCCIDID-19 munzvimbo dzakasiyana siyana, kambani inotarisira kuti mimwe mitengo yakaderera yecoke irambe ichidzika svondo rinouya. Yepakati uye yakakwira sulfur petroleum coke: Vhiki rinotevera rakabatana nekutanga kwegore, kudzvanywa kwemari kwemabhizinesi epasi kwakasunungurwa, kusanganiswa nemazinga akati wandei emabhizinesi 'raw petroleum coke inventory, uye kudiwa kwese kwepetroleum coke pamusika kwaive kuchiripo. Naizvozvo, Baichuan Surplus akafanotaura kuti petroleum coke yakakwira-sarufa munzvimbo huru yekunatsa yaizoramba yakagadzikana svondo rinouya, nepo mutengo wepetroleum coke munzvimbo dzekunatsa waizomira kudonha nekudzikamisa, uye mamwe mitengo yakaderera petroleum coke mitengo inotarisirwa kukwira, ine huwandu hwe100-200 yuan / 200 yuan / toni.
Nguva yekutumira: Jan-12-2023