Market overview
Svondo rino, mutengo wemusika wepetroleum coke wakasanganiswa. Nekuzorora zvishoma nezvishoma kwegwaro rekudzivirira denda renyika, zvinhu uye zvekufambisa munzvimbo dzakasiyana zvakatanga kudzoka kune zvakajairika. Mamwe makambani epasi apinda mumusika kuunganidza uye kuzadza matura avo. Kudzoka kwemari yemakambani kunononoka, uye kudzvanywa kuchiripo, uye kuwanda kwemusika wepetroleum coke kwakawanda, izvo zvinomisa kukwira kwakanyanya kwemitengo yecoke, uye mutengo wemutengo wepamusoro petroleum coke unoramba uchidonha. Vhiki rino, mitengo yecoke yezvimwe zvekunatsa zveSinopec yakaramba ichidonha. Mitengo yecoke yezvimwe zvekunatsa pasi pePetroChina yakadzikira ne100-750 yuan/ton, uye mitengo shoma yecoke yekunatsa pasi peCNOOC yakadzikira ne100 yuan/ton. Mitengo yecoke yezvicherwa zveko yakasanganiswa. Kuwanda kuri 20-350 yuan/ton.
Zvinhu Zvinokanganisa Musika wePetroleum Coke Svondo rino
Pakati uye yakakwira sulfur petroleum coke:
1. Maererano neSinopec, mutengo wemarasha wemazuva ano uri kushanda pamwero wakaderera. Zvimwe zvekunatsa zveSinopec zvakachera marasha kuti vashandise ivo pachavo. Mwedzi uno, huwandu hwekutengesa kwepetroleum coke hwakawedzera. Coking unit yakavharwa kuti igadziriswe. Changling Refinery inotumirwa maererano ne3#B, Jiujiang Petrochemical neWuhan Petrochemical yakatumirwa petroleum coke maererano ne3#B ne3#C; Chikamu chekutengesa kunze chakatanga muna Chikunguru; Maoming Petrochemical muSouth China yakatanga kutumira kunze kwenyika chikamu chepetroleum coke mwedzi uno, maererano ne5# kutakura, uye Beihai Refinery yakatumirwa zvinoenderana ne4#A.
2. Munharaunda yekuchamhembe kwakadziva kumadokero kwePetroChina, mutengo wepetroleum coke muYumen Refining uye Chemical Co., Ltd. wakaderedzwa ne100 yuan / ton vhiki ino, uye mutengo wekoki wezvimwe zvinonatsa wakagadzikana kwenguva pfupi. Nekugadziriswa kwegwaro redenda muXinjiang svondo rino, zvinhu uye zvekufambisa zvakatanga kutangazve zvishoma nezvishoma; kumaodzanyemba kwakadziva kumadokero kweYunnan Petrochemical Co., Ltd. Mutengo wekutengesa wakaderera zvishoma mwedzi-pa-mwedzi, uye kutumirwa kwakagamuchirwa.
3. Nezvekunatsa kwenzvimbo, Rizhao Lanqiao coking unit yakatanga kubudisa coke vhiki ino, uye mamwe magadzirirwo akagadzirisa kubuda kwavo kwezuva nezuva. Iyo coke inowanzojairika petroleum coke ine sulfur zviri pamusoro pe3.0%, uye zviwanikwa zvemusika zvepetroleum coke zvine zvirinani trace elements zviri kushomeka.
4. Panyaya yecoke inotengeswa kunze kwenyika, kuwanda kwepetroleum coke pachiteshi kwakaramba kuchikwira svondo rino. Rizhao Port yakaunza mamwe petroleum coke kuchiteshi pakutanga, uye yakaiswa mudura svondo rino. Iyo petroleum coke inventory yakawedzera kuwedzera. Nekuda kwekuda kwazvino kuderera kwemakambani epasi kabhoni ekutora zvinhu pachiteshi, huwandu hwekutakura hwadzikira kusvika pamadhigirii akasiyana. Low-sarufa petroleum coke: Kuita kwekutengesa kwepasi-sarufa petroleum coke musika kwaive pakati pesvondo rino. Nekugadziriswa kwegwaro rekudzora denda, mamiriro ekufambisa munzvimbo dzakasiyana akavandudzika. Nekudaro, kuwanikwa kwese kumusika kwakawanda pari zvino, uye mutengo wemafuta epasi rose unodzikira pasi. Musika wacho une chimiro chekumirira-uye-kuona Kuwedzera, kudiwa mumusika wepasi kunoramba kusina simba, uye kudiwa kwekabhoni yesimbi hakuna simba pedyo nekupera kwegore, uye vazhinji vavo vanongodiwa kutenga; kuenderera mberi kuderera kwemitengo yekugadzira graphitization kwaderedza kudiwa kwemakambani emagetsi emagetsi asina kunaka, ayo asina kunaka kune yakaderera-sarufa petroleum coke musika wekutengesa. Kutarisa pamusika zvakadzama vhiki ino, Daqing, Fushun, Jinxi, uye Jinzhou petrochemical petroleum cokes muNortheast China yakaramba ichitengesa pamutengo wakavimbiswa vhiki ino; Jilin Petrochemical petroleum coke mitengo yakaderedzwa kusvika ku5,210 yuan/ton vhiki ino; Liaohe Petrochemical's latest bidha mutengo svondo rino waiva 5,400 yuan/ton; Dagang Petrochemical's ichangoburwa mutengo wepetroleum coke svondo rino i5,540 yuan/tani, kuderera kwemwedzi-pa-mwedzi. Mutengo wecoke weTaizhou Petrochemical pasi peCNOOC wakaderedzwa kusvika pa5550 yuan/ton svondo rino. Zvinotarisirwa kuti coking unit ichavharwa kuitira kugadziriswa kubva munaDecember 10; mutengo wecoke wezvimwe zvinonatsa uchagadzikana kwechinguva svondo rino.
Vhiki rino, mutengo wekunatswa petroleum coke wakamira kudonha uye wakagadzikana. Mutengo wepetroleum coke ine mutengo wakaderera mune dzimwe nzvimbo dzekunatsa wakadzokororwa ne20-240 yuan/ton, uye mutengo wepamusoro petroleum coke wakaramba uchidzika ne50-350 yuan/ton. Chikonzero: Nekuburitswa zvishoma nezvishoma kwegwaro rekutonga kwedenda renyika, kutakura zvinhu uye zvekufambisa munzvimbo zhinji zvakatanga kutangisa, uye mamwe mabhizinesi ari kure akatanga kushingaira kuunganidza uye kuzadza matura avo; uye nekuti iyo mbishi petroleum coke heventory yemabhizinesi epasi kabhoni yakadzikira kwenguva yakareba, kudiwa kwemusika kwepetroleum coke kuchiri Dhipatimendi, yakanaka coke mutengo unodzokororwa. Parizvino, chiyero chekushanda chekubika mayuniti mumichina yekunatsa yemuno inoramba iri padanho repamusoro, kupihwa kwepetroleum coke munzvimbo dzekunatsa kwakawanda, uye kune yakawanda-sarufa petroleum coke zviwanikwa muzviteshi, izvo zvinobatsira kune musika, unorambidza kukwira kunoramba kuchikwira kwemitengo yekoki yemuno; Dzvinyiriro dzemari dzichiripo. Pazere, mutengo wenzvimbo yakacheneswa petroleum coke wakamira kudonha, uye mutengo wecoke wakanyanya kugadzikana. Kubva musi wa8 Zvita, paive nenzvero yenguva dzose yenzvimbo yekubika yekubikira kashanu. Vhiki rino, iyo Rizhao Lanqiao coking unit yakatanga kugadzira coke, uye kubuda kwezuva nezuva kweimwe yekunatsa kwakachinja. Kubva pamusi weChina ichi, kubuda kwemazuva ese kwekunatsa petroleum coke kwaive 38,470 matani, uye chiyero chekushanda chekunatsa nekubika kwenzvimbo yaive 74.68%, kuwedzera kwe3.84% kubva svondo rapfuura. Kubva musi weChina chino, kutengeserana kukuru kwepasi-sarufa coke (mukati meS1.5%) ex-factory inenge 4700 yuan/ton, iyo mainstream transaction yepakati-sarufa coke (inenge S3.5%) i2640-4250 yuan. /ton; high-sarufa uye yakakwirira-vanadium coke ( Iyo sulfur yemukati inenge 5.0%) iyo mainstream transaction ndeye 2100-2600 yuan / ton.
Supply side
Kubva muna Zvita 8, pakanga paine 8 kuvharika kwezvikamu zvekubikira munyika yose. Vhiki rino, iyo Rizhao Landqiao coking unit yakatanga kugadzira coke, uye kubuda kwezuva nezuva kwepetroleum coke mune zvimwe zvekunatsa kwakawedzera. Kuburitswa kwezuva nezuva kwepetroleum coke kwaive 83,512 matani, uye chiyero chekushanda chekubika chaive 69.76%, kuwedzera kwe1.07% kubva pamwedzi wapfuura.
Demand side
Vhiki rino, sezvo mutemo wenyika wekudzivirira denda wakarerutswa zvakare, kutakura zvinhu uye zvekufambisa munzvimbo dzakasiyana-siyana zvakatangazve imwe neimwe, uye makambani ezasi ane manyawi ekuunganidza uye kuzadza matura; Mabhizinesi anounganidza uye anozadza matura, kunyanya kutenga paunoda.
Inventory
Vhiki rino, mutengo wepetroleum coke wakaramba uchidzikira mukutanga, uye yakadzika yakapinda mumusika mumwe mushure meimwe uye inongoda kutenga. Huwandu hwese hwezvekunatsa mudzimba hwadzikira kusvika padanho repakati-kusvika-pakati; petroleum coke kubva kunze kwenyika ichiri kuuya kuHong Kong nguva pfupi yadarika. Yakasimudzwa svondo rino, kutakura kwechiteshi kwakadzikira, uye port petroleum coke Inventory iri kukwira pamwero wepamusoro.
Port market
Vhiki rino, avhareji yemazuva ese kutumirwa kwezviteshi zvikuru yaive 28,880 matani, uye iyo yakazara port inventory yaive 2.2899 miriyoni matani, kuwedzera kwe6.65% kubva pamwedzi wapfuura.
Svondo rino, petroleum coke inventory pachiteshi chakaramba chichiwedzera. Rizhao Port yakaunza mamwe petroleum coke kuchiteshi pakutanga, uye svondo rino yakaiswa mudura mushure meimwe. Shungu dzekunhonga zvinhu hadzina kukwira, uye kutakura zvinhu kwaramba kusvika padanho rakasiyana. Vhiki rino, mutemo wekudzivirira denda mudzimba wakadzikiswa zvishoma nezvishoma, uye zvinhu uye zvekufambisa munzvimbo dzakasiyana zvakatanga kutangazve. Mitengo yecoke yemumba yakamira kudonha uye yakagadzikana. Kudzvinyirirwa kwemari kwemabhizinesi epasi kabhoni hakuna kunyatso kuderedzwa, uye mazhinji acho anotengwa zvakanyanya pakudiwa. Mutengo wesponge coke pachiteshi waramba wakagadzikana svondo rino; mumusika wemafuta coke, mitengo yemarasha ichiri pasi pemacro-kutonga kwehurumende, uye mutengo wemusika uchiri wakaderera. Musika wepamusoro-sarufa shot coke Kazhinji, kudiwa kwemusika kwepakati nepasi-sarufa shot coke kwakagadzikana; Formosa Plastics coke inokanganisika nekuchengetwa kweFormosa Plastics Petrochemical, uye zviwanikwa zvemapopa zvakaomarara, saka vatengesi vari kutengesa nemitengo yakakwira.
Formosa Plastics Petrochemical Co., Ltd. ichapa mubairo wekutumira 1 kwepetroleum coke muna Zvita 2022. Kubhadharisa kuchatanga musi wa3 Mbudzi (China), uye nguva yekuvhara ichange iri 10:00 musi waNovember 4 (Chishanu).
Avhareji yemutengo (FOB) yebhidhi iyi inenge US$297/ton; zuva rekutumira rinobva muna Zvita 27, 2022 kusvika Zvita 29, 2022, uye kutumira kunobva kuMailiao Port, Taiwan. Huwandu hwepetroleum coke pangarava ingangoita 6500-7000 matani, uye sarufa yemukati inenge 9%. Mutengo wekubhidha ndeyeFOB Mailiao Port.
Mutengo weCIF weAmerican sulfur 2% yakapfurwa coke muna Mbudzi inenge USD 300-310/ton. Mutengo weCIF weUS sulfur 3% yakapfura coke muna Mbudzi inosvika US$280-285/ton. Mutengo weCIF weUS S5% -6% high-sarufa yakapfura coke muna Mbudzi inenge US$190-195/ton, uye mutengo weSaudi shot coke muna Mbudzi unotenderedza US$180-185/ton. Avhareji yeFOB mutengo weTaiwan coke muna Zvita 2022 inenge US$297/tani.
Outlook
Low-sulfur petroleum coke: Kudiwa mumusika wepasi kwakadzikama, uye kutengwa kwemusika wepasi kwakangwarira kupera kwegore. Baichuan Yingfu anotarisira kuti mimwe mitengo yekoki mumusika wepasi petroleum coke ichine nzvimbo yekudonha. Yepakati uye yakakwira-sarufa petroleum coke: Nekudzoreredza zvishoma nezvishoma kwezvinhu uye zvekufambisa munzvimbo dzakasiyana siyana, makambani ekudzika ari kushanda zvakanyanya mukuchengetedza. Nekudaro, kupihwa kwepetroleum coke pamusika kwakawanda, uye makambani ezasi akadzikisa mitengo zvakanyanya. Mutengo wemodhi coke unochinja ne100-200 yuan/ton.
Nguva yekutumira: Zvita-19-2022