Market overview
Vhiki rino, kutumirwa kwese kwemusika wepetroleum coke kwakakamurwa. Nzvimbo yeDongying yePurovhinzi yeShandong yakavhurwa svondo rino, uye chido chekugamuchira zvinhu kubva zasi kwerwizi. Pamusoro pezvo, mutengo wepetroleum coke muzvicheneso zvemuno wanga uchidzikira, uye wakadzikira pamutengo wakaderera. Iyo yepasi inotenga inoshingaira uye yemuno coking. Mutengo wakatanga kukwira; nzvimbo huru dzekuchenesa dzakaramba dziine mitengo yakakwira, uye kudzika kwakadzika kwaiwanzoita kushoma kugashira zvinhu, uye mutengo wepetroleum coke mune zvimwe zvinonatsa wakaramba uchidonha. Vhiki rino, Sinopec's refineries akatengeswa nemutengo wakagadzikana. Mimwe mitengo yecoke yemafuta ekunatsa ePetroChina yakaderera ne150-350 yuan/ton, uye mamwe maCNOOC ekunatsa akadzikisa mitengo yavo yekoki ne100-150 yuan/ton. Petroleum coke yemunzvimbo inocheneswa yakamira kudonha ndokuturikidzana. Range 50-330 yuan / tani.
Ongororo yezvinhu zvinokanganisa musika wepetroleum coke svondo rino
Pakati uye yakakwira sulfur petroleum coke
1. Panyaya yekugovera, chikwata chekubika cheYanshan Petrochemical muNorth China chichavharwa kuti chigadziriswe kwemazuva 8 kubva munaNovember 4th, nepo Tianjin Petrochemical inotarisira kuti kunze kwekutengesa kwepetroleum coke kuchaderera mwedzi uno. Nokudaro, kugoverwa kwese kwepamusoro-sulfur petroleum coke muNorth China kuchaderera, uye pasi pemvura ichave yakakurudzirwa kutora zvinhu. Iyo Jingmen Petrochemical coking unit munzvimbo yerwizi yakavharwa kuti igadziriswe svondo rino. Mukuwedzera, iyo Anqing Petrochemical coking unit yakavharwa kuti igadziriswe. Iyo yepakati-sarufa petroleum coke zviwanikwa munzvimbo yerwizi ichiri yakamanikana; mutengo wePetroChina kuchamhembe kwakadziva kumadokero kwedunhu uchiri kugadzikana svondo rino. Kutakurwa kwese kunenge kwakadzikama, uye kuverengera kweimwe neimwe yekunatsa kwakaderera; mutengo wepetroleum coke muzvinatsiridza zvemuno wamira kudonha uye wawedzera. Kubva pakupera kwesvondo rapfuura, iyo static manejimendi nzvimbo mune dzimwe nzvimbo dzeShandong yanga isina kuvharwa, kutakura zvinhu uye zvekufambisa zvakapora zvishoma nezvishoma, uye kuverengera kwemabhizinesi epasi kwave kwakaderera kwenguva yakareba. , Chido chekugamuchira zvinhu chakakwira, uye kudzikiswa kwese kwepetroleum coke inventory mumichina yekuchenesa kwakurudzira kuenderera mberi kwekukwira kwemitengo yakanatswa petroleum coke. 2. Panyaya yekuda kwemvura yakadzika, mutemo wekudzivirira denda mune dzimwe nzvimbo wakarerutswa zvishoma, uye zvinhu uye zvekufambisa zvakapora zvishoma. Kufukidzira iyo yakaderera-yenguva refu hesera yepetroleum coke, iyo yakabikwa yemabhizinesi epasi, mabhizinesi epasi ane chido chakasimba chekutenga, uye nhamba huru yekutenga inoitwa mumusika. 3. Panyaya dzezviteshi, petroleum coke inotengeswa kunze kwenyika svondo rino inonyanyoiswa muShandong Rizhao Port, Weifang Port, Qingdao Port Dongjiakou nemamwe madoko, uye port petroleum coke inventory inoramba ichiwedzera. Parizvino, nzvimbo yeDongying yakavhurwa, Guangli Port yadzokera kune zvakajairwa kutumira, uye Rizhao Port yadzokera kune yakajairika. , Weifang Port, nezvimwewo kumhanya kwekutumira kuchiri kukurumidza. Low-sarufa petroleum coke: Iyo yakaderera-sarufa petroleum coke musika yakatengeswa zvakatsiga svondo rino, paine zvimwe zvekunatsa kuita zvigadziriso zvidiki. Padivi rekudiwa, kupihwa kwese kweiyo yakadzika yakaipa electrode musika inogamuchirwa, uye kudiwa kwepasi-sarufa petroleum coke kunenge kwakagadzikana; kudiwa kwemusika kwe graphite electrodes inoramba ichiti sandara; kuvakwa kweindasitiri yekabhoni yealuminium ichiri padanho repamusoro, uye makambani ega ega ane mashoma mukufambisa nekuda kwedenda. Maererano nemashoko emusika vhiki ino, mutengo weDaqing Petrochemical petroleum coke muNortheast China yakagadzikana uye ichatengeswa nemutengo wakavimbiswa kubva munaNovember 6; Kutengeswa, nzvimbo dzedenda-dzakanyarara dzakavhurwa imwe pashure peimwe, uye dzvinyiriro pachokufambisa yarerutswa; Liaohe Petrochemical's latest bid price vhiki ino yakaderera kusvika ku6,900 yuan/ton; Jilin Petrochemical's coke mutengo wakadzikiswa kusvika ku6,300 yuan/ton; Dagang Petrochemical's petroleum coke muNorth China nyoro. CNOOC's CNOOC Asphalt (Binzhou) uye Taizhou Petrochemical pet coke mitengo yakagadzikana svondo rino, nepo Huizhou neZhoushan petrochemical petrochemical pet coke mitengo yakadzikiswa zvishoma, uye kutumirwa kwese kwekunatsa kwanga kusiri kumanikidzwa.
Vhiki rino, mutengo wemusika wakanatswa petroleum coke wakamira kudonha uye wakawedzera. Muchikamu chekutanga, nekuda kweiyo static manejimendi yedzimwe nzvimbo muShandong, zvinhu uye zvekufambisa zvaive zvisina kutsetseka, uye kutakurwa kwemotokari kwakakanganiswa zvakanyanya. Nekuda kweizvozvo, kuwanda kwese kwepetroleum coke munzvimbo yekuchenesa kwakange kwakanyanyisa kuwanda, uye kukanganisa pamutengo wakanatswa wepetroleum coke waiva pachena. . Kubva pakupera kwesvondo, nzvimbo dzakasimba dzekutonga mune dzimwe nzvimbo dzeShandong dzave dzisina kuvharwa, zvinhu uye zvekufambisa zvakapora zvishoma nezvishoma, uye kuwanikwa kwemabhizinesi epasi kwave kwakaderera kwenguva yakareba. . Nekudaro, nekuda kwekukanganisa kwenhamba huru yepetroleum coke inotengeswa kunze kwenyika ichisvika kuHong Kong uye kuderera kwezviratidzo zvese zvekunatsa petroleum coke, mutengo wepetroleum coke nesarufa pamusoro pe3.0% wakangokwira zvishoma, uye chiyero chaive yakaderera pane yaitarisirwa. Kushingairira kuchiri kukwira, mutengo unokwira zvakanyanya, mutengo wekugadzirisa mutengo uri 50-330 yuan / ton. Mukutanga kwekutanga, dzimwe nzvimbo muShandong dzakakanganiswa nekuvharwa kwekugadzirisa zvinhu uye kutakura, uye zvinyorwa zvemashure zvevagadziri zvaive zvakakomba, izvo zvaive pakati-kusvika-pamusoro; zvino sezvo dzimwe nzvimbo muShandong dzave dzisina kuvharwa, kutakurwa kwemotokari kwadzoreredzwa, mabhizinesi epasi ari kukurudzirwa kugamuchira zvinhu, uye magadzirirwo emunharaunda avandudza kutakura, huwandu hwese hwakadonha kusvika hwakaderera kusvika pakati nepakati. Kubva musi weChina chino, kutengeserana kukuru kwepasi-sarufa coke (inenge S1.0%) yaive 5130-5200 yuan/ton, uye kutengeserana kukuru kwepakati-sarufa coke (inenge S3.0% uye yakakwira vanadium) yaive 3050- 3600 yuan/tani; high-sarufa coke High vanadium coke (ine sulfur content inosvika 4.5%) ine mainstream transaction ye2450-2600 yuan/ton.
Supply side
Kubva munaNovember 10, pakanga paine gumi nembiri kuvharika kwemayuniti ekubika munyika yose. Vhiki rino, 3 mitsva yekubikira yakavharwa kuti igadziriswe, uye imwe seti yemayuniti ekubika yakaiswa mukushanda. Kuburitswa kwezuva nezuva kwepetroleum coke kwaive 78,080 matani, uye coking chiyero chekushanda chaive 65.23%, kuderera kwe1.12% kubva pamwedzi wapfuura.
Demand side
Nekuda kwemutengo wepamusoro wepetroleum coke munzvimbo huru yekunatsa, mabhizinesi epasi pemvura kazhinji haanyanyi kukurudzirwa kugamuchira zvinhu, uye mutengo wecoke wezvimwe zvinonatsa unoramba uchidzikira; tichiri mumusika wekunatsa, sezvo mutemo wekudzivirira denda mune dzimwe nzvimbo wakadzikira zvishoma, zvinhu uye zvekufambisa zvakapora zvishoma, zvichikwirisa zviwanikwa zvemabhizinesi ari pasi. Petroleum coke inventories yave yakaderera kwenguva yakareba, uye mabhizinesi epasi ane chido chakasimba chekutenga, uye nhamba huru yekutenga yakaitwa mumusika. Vamwe vatengesi vakapinda mumusika wekushanda kwenguva pfupi, izvo zvakanaka kuti mutengo wekunatswa petroleum coke ukwire.
Inventory
Iyo huru yekuchenesa inotumirwa inowanzova avhareji, ezasi mabhizinesi anotenga pazvinodiwa, uye iyo yakazara petroleum coke heventory iri padanho repakati. Nekuzorora kushoma kwegwaro rekudzivirira denda mune mamwe matunhu, mabhizinesi epasi apinda mumusika akawanda kuti atenge, uye indasitiri yekunatsa petroleum coke inventory yadzikira zvachose. kusvika pakati-pasi.
(1) Maindasitiri epasi
Calcined petroleum coke: Iyo yakaderera-sarufa yakaverengerwa petroleum coke musika ine yakagadzika kutumira svondo rino, uye denda rekuNortheast China radzikira. Musika wepakati uye wakakwira sulfur calcined petroleum coke yakatengeswa zvakanaka svondo rino, ichitsigirwa neiyo rebound mumutengo wepetroleum coke muShandong, uye mutengo wemusika wepakati uye wakakwira sulfur calcined petroleum coke waimhanya padanho repamusoro.
Simbi: Musika wesimbi wakasimuka zvishoma svondo rino. Baichuan Steel Composite Index yaiva 103.3, yakakwira 1 kana 1% kubva muna Mbudzi 3. Yakakanganiswa netarisiro yemusika yedenda svondo rino, remangwana revatema riri kushanda nesimba. Mutengo wemusika wenzvimbo wakakwira zvishoma, uye manzwiro emusika akavandudza zvishoma, asi kutengeserana kwese hakuna kuchinja zvakanyanya. Pakutanga kwevhiki, mutengo wemutungamiri wezvigayo zvesimbi zvakachengetedza kushanda kwakagadzikana. Kunyange zvazvo mutengo wehozhwa dzenguva yemberi wakakwira, kutengeserana pamusika kwaiwanzoita, uye vatengesi vakawanda vakanga vadzikisa zvinhu zvavo muchivande. Zvigayo zvesimbi zviri kugadzira zvakajairika. Nekuda kwekuti vatengesi vakatora zvinhu mukutanga, kudzvanywa kwefekitori yekuchengetera zvinhu kwakange kusiri kukuru, uye kudzvanywa kweiyo inventory kwakatamira kuzasi. Kusvika kwezviwanikwa zvekuchamhembe idiki, uye maodha anoiswa pamusika paanoda. Parizvino, kunyangwe kutengeserana kwemusika kwave nani, mune inotevera nhanho, kurongeka kwazvino kwemapurojekiti ezasi kune husimbe, mamiriro ekutanga-purojekiti haana kunaka, kudiwa kwekupedzisira hakuna kutsvedza, uye kutangisazve basa kwenguva pfupi kuri kuita. zvisingatarisirwi kuti zvive pachena. Ngwarira, kudiwa kunogona kuderera gare gare. Zvinotarisirwa kuti mitengo yesimbi ichachinja munguva pfupi.
Prebaked anode
Vhiki rino, mutengo wekutengesa weChina prebaked anode musika wakaramba wakagadzikana. Mutengo wenzvimbo muBaichuan wakawedzera zvishoma, zvakanyanya nekuda kwekudzoreredzwa kwemusika wepetroleum coke, mutengo wepamusoro wemarasha tar pitch, uye nerutsigiro rwemutengo uri nani. Panyaya yekugadzira, mabhizinesi mazhinji ari kushanda akazara uye kupihwa kwakagadzikana. Nekuda kwekudzora kusvibiswa kwemamiriro ekunze anorema mune dzimwe nzvimbo, kugadzirwa kunokanganiswa zvishoma. Iyo yepasi pemvura electrolytic aluminium inotanga padanho repamusoro uye kupihwa kunowedzera, uye kudiwa kwe prebaked anode kunoramba kuchiwedzera.
Silicon simbi
Mutengo wakazara wemusika wesimbi wesilicon wakadzikira zvishoma svondo rino. Kubva munaNovember 10, avhareji yemutengo wemusika weSilicon metal weChina waive 20,730 yuan/tani, pasi pe110 yuan/tani kubva pamutengo waNovember 3, kudzikira kwe0.5%. Mutengo wesilicon metal wakaderera zvishoma pakutanga kwevhiki, kunyanya nekuda kwekutengeswa kwezvinhu nevatengesi vekumaodzanyemba, uye mutengo wemamwe mamakisi esilicon metal wakadonha; mutengo wemusika pakati nepakati pevhiki wakaramba wakagadzikana nekuda kwekuwedzera kwemari uye kushoma kwekutenga kwepasi. Kumaodzanyemba kwakadziva kumadokero kweChina kwakapinda munguva yemvura yakadzika uye yakaoma, uye mitengo yemagetsi yakakwira, uye mutengo wemagetsi unogona kuramba uchiwedzera mushure mekunge nzvimbo yeSichuan inopinda munguva yakaoma. Mamwe makambani ane hurongwa hwekuvhara mavira avo; Yunnan dunhu rinoramba riine magetsi curbs, uye dhigirii rekudzimisa simba rakasimbiswa. Kana mamiriro acho ari murombo, choto chinogona kuvharwa muchikamu chekupedzisira, uye kubuda kwese kuchaderedzwa; kudzora denda muXinjiang kunodzorwa zvakasimba, kutakurwa kwemidziyo yakaoma uye vashandi havana kukwana, uye kugadzirwa kwemabhizinesi mazhinji kunokanganiswa kana kutovharwa kuti kuderedze kugadzirwa.
Simende
Mutengo wezvigadzirwa mumusika wesimende wenyika wakakwirisa, uye mutengo wesimende unokwira zvakanyanya uye uchiderera zvishoma. Mutengo wepakati wemusika wesimende yenyika mune iyi nyaya ndeye 461 yuan / ton, uye avhareji mutengo wemusika wesvondo rapfuura waive 457 yuan / ton, inova 4 yuan / tani yakakwirira kupfuura avhareji mutengo wemusika simende svondo rapfuura. Kakawanda, dzimwe nzvimbo dzakanyatsodzorwa, kufamba kwevashandi uye kutakura kunorambidzwa, uye kufambira mberi kwekuvaka kwekunze kwepasi kwakaderera. Musika uri kudunhu rekuchamhembe uri munzvimbo isina kusimba. Sezvo mamiriro ekunze achitonhora, musika wapinda mune yechinyakare off-mwaka, uye mapurojekiti mazhinji akavharwa imwe mushure meimwe. Mapurojekiti mashoma akakosha ari pahurongwa, uye huwandu hwese hwekutakura hudiki. Nekuda kwekukwira kwemitengo yemarasha mudunhu rekumaodzanyemba, mitengo yekugadzira mabhizinesi yakwira, uye mamwe mabhizinesi akamisa kudzima kwemoto, izvo zvakwidza mitengo yesimende mune dzimwe nzvimbo. Pakazere, mitengo yesimende yenyika yakwira nekudzikira.
(2) Port market mamiriro
Vhiki rino, avhareji yemazuva ese kutumirwa kwezviteshi zvikuru yaive 28,200 matani, uye yakazara chiteshi chengarava yaive 2,104,500 matani, kuwedzera kwe4.14% kubva pamwedzi wapfuura.
Vhiki rino, iyo petroleum coke inotengeswa kunze kwenyika inonyanya kutariswa muShandong Rizhao Port, Weifang Port, Qingdao Port Dongjiakou nedzimwe zviteshi. Iyo portcoke inventory inoramba ichiwedzera. Parizvino, nzvimbo yeDongying yakavhurwa, uye kutakura kweGuangli Port kwadzokera kune zvakajairika. Rizhao Port, Weifang Port, etc. Kutumira kuchiri kukurumidza. Vhiki rino, mutengo wekunatswa peturu coke wakawedzera nekukurumidza, kutengeswa kwepetroleum coke kumachiteshi kwave nani, uye zvinhu uye zvekufambisa mune dzimwe nzvimbo zvapora. Nekuda kwekuenderera kwakadzikira kweiyo petroleum coke yakasvibirira uye kudzokororwa kwedenda, mabhizinesi epasi anonyanya kukurudzirwa kuunganidza uye kuzadza masheya. , kudiwa kwepetroleum coke kwakanaka; parizvino, petroleum coke yakawanda inosvika pachiteshi inotengeswa pachine nguva mberi, uye kukurumidza kwekufambisa kwechiteshi kuri kukurumidza. Panyaya yemafuta coke, maitiro ekutevera emitengo yemarasha epamba haisati yanyatsojeka. Mamwe mabhizinesi ekudzika kwesilicon carbide anorambidzwa nekuchengetedzwa kwezvakatipoteredza uye anoshandisa zvimwe zvigadzirwa (marasha akacheneswa) kutsiva yakakwirira-sarufa projectile coke kugadzirwa. Kutengeswa kwemusika kwepasi-nepakati-sarufa projectile coke kwakagadzikana, uye mitengo yakanga yakagadzikana kwechinguva. Mutengo wekubhidha weFormosa coke wakaramba uchikwira mwedzi uno, asi nekuda kwemusika wakajairwa mamiriro esilicon simbi, nzvimbo yeFormosa coke yaitengesa nemutengo wakagadzikana.
Muna Zvita 2022, Formosa Petrochemical Co., Ltd. Iko kukwikwidza kuchatangwa muna Mbudzi 3 (China), uye nguva yekuvhara bhidhiyo ichave na10:00 musi waMbudzi 4 (Chishanu).
Avhareji mutengo wekuhwina bhidhi (FOB) inenge US$297/ton; zuva rekutumira rinobva muna Zvita 27,2022 kusvika Zvita 29,2022 kubva kuMailiao Port, Taiwan, uye huwandu hwepetroleum coke pangarava inenge 6500-7000 ton, uye sulfur irimo inenge 9%. Mutengo wekubhidha ndeyeFOB Mailiao Port.
Mutengo weCIF weUS sulfur 2% projectile coke muna Mbudzi ungangoita 350 US madhora / tani. Mutengo weCIF weUS sulfur 3% projectile coke munaNovember ingangoita 295-300 US madhora / tani. Iyo US S5% -6% yakakwirira-sarufa projectile coke muna Mbudzi ine CIF mutengo weanosvika $200-210/ton, uye Saudi projectile coke mutengo muna Mbudzi inosvika $190-195/ton. Avhareji yeFOB mutengo weTaiwan coke muna Zvita 2022 inenge US$297/tani.
Maonero emusika
Low-sarufa petroleum coke: Kukanganiswa nedenda uye zvimwe zvinhu, mamwe mabhizinesi epasi haanyanyi kukurudzirwa kugamuchira zvinhu. Baichuan Yingfu anotarisira kuti mutengo wemusika wepasi-sarufa coke ucharamba wakagadzikana uye unofamba zvishoma svondo rinouya, nekugadziriswa kwega kwega kweRMB 100 / ton. Yepakati-uye yakakwira-sarufa petroleum coke: Yakakanganiswa nekudzikira kwemayuniti ekubika uye nemhando yakasiyana yemafuta asina kuchena anotengeswa kunze kwenyika, musika wepakati uye wepamusoro-sarufa wepetroleum coke ine zvirinani trace elements (vanadium <500) iri kushomeka, nepo kupihwa kwepamusoro-vanadium petroleum coke kwakawanda uye kutengeswa kunze kwenyika kunowedzerwa zvakanyanya. Imba yekutevera yekukura ishoma, saka Baichuan Yingfu anotarisira kuti mutengo wepetroleum coke ine zviri nani trace elements (vanadium <500) ichine nzvimbo yekukwira, huwandu hunenge 100 yuan / ton, mutengo wepamusoro-vanadium. petroleum coke inonyanya kugadzikana, uye mimwe mitengo yecoke iri mukati mekuchinjika kwakatetepa.
Nguva yekutumira: Nov-11-2022