01 Chidule cha Msika
Kugulitsa konse kwa msika wa petroleum coke kunali kwachilendo sabata ino. Mtengo wa CNOOC low-sulfur coke unatsika ndi 650-700 yuan/ton, ndipo mtengo wa coke wa sulfure wotsika kumpoto chakum'mawa kwa PetroChina unatsika ndi 300-780 yuan/ton. Mitengo ya coke ya Sinopec yapakatikati ndi ya sulfure idakhalabe yokhazikika; Mtengo wa petroleum coke m'malo oyeretsera am'deralo udasakanizidwa, wokhala ndi 50-300 yuan / tani.
02 Kuwunika kwazinthu zomwe zimakhudza mitengo yamsika sabata ino
03 Mafuta amafuta a sulfure apakatikati komanso apamwamba
1. Ponena za kupereka, sabata ino, coking unit ya Yangzi Petrochemical ya Sinopec inayamba kupanga coke, zoyenga zina zomwe zili m'mphepete mwa Mtsinje wa Yangtze zinapitirizabe kugwira ntchito mochepa, ndipo kutumizidwa kwa petroleum coke sikunali kukakamizidwa. Sabata ino inali yokhazikika. Karamay Petrochemical coking unit idzatsekedwa kuti ikonzedwe pa May 20. Kupereka mafuta a petroleum coke ku Xinjiang kwachepa, zomwe ndi zabwino kwa zoyenga zina kutumiza mafuta a petroleum coke. Kupereka kwa mafuta a petroleum coke m'malo oyeretsera am'deralo kunapitilira kuwonjezeka sabata ino. Gawo I), Boxing Yongxin coking unit inayamba kutulutsa coke, Huahang Energy coking unit inayamba kumanga koma sanapange coke, kokha Zhongtian Haoye Phase II coking unit inapereka kukonza. 2. Pakufunidwa, phindu lamakampani opangira ma electrolytic aluminiyamu akutsikabe, mtengo wamafuta amafuta opangira mafuta ochulukirapo ukupitilizabe kukwera, ndipo mabizinesi akumunsi a aluminiyamu a carbon akutsika kwambiri. Mtsinje wapansi unayamba kutsitsa mtengo, womwe ndi woipa pa mtengo wa coke; kufunikira kwa msika kwa maelekitirodi ndi ma recarburizer ndikokhazikika, ndipo msika wa silicon wachitsulo ndiwofala. 3. Ponena za madoko, coke ya sulfure yapamwamba yomwe inafika padoko sabata ino ndi coke ya sulfure yambiri, ndipo mafuta a petroleum coke pa doko akupitiriza kuwonjezeka; mtengo wa mafuta a petroleum coke m'mafakitale am'deralo wayamba kukhazikika, ndipo chidwi cholandira katundu kuchokera kumtunda wakula poyerekeza ndi sabata yatha, ndipo coke ya siponji yotumizidwa kunja yatumizidwa kunja. Katundu wayenda bwino. Pakali pano, mtengo wa doko la petrocoke ku Venezuela ndi 1950-2050 yuan / ton, ndipo mtengo wa coke wa sulfure wotsika kwambiri wochokera ku Indonesia ndi mayiko ena udakali wamphamvu. Pankhani ya coke ya sulfure yochepa, mtengo wamsika wa mafuta a sulfure otsika kwambiri sabata ino unali wokhazikika komanso wotsika, ndi kusintha kwapansi kwa 300-700 yuan / tani; msika wa coke wa sulfure wotsika kwambiri womwe umagwiritsidwa ntchito popanga aluminiyamu ndi kaboni sunali wokondwa kwambiri, ndipo malo ena oyenga anali ndi zida zambiri ndipo adakhudzidwa ndi coke ya sulfure yochepa. Mtengo wa coke wa sulfure wotsika pakuyenga kwanuko ukupitilira kutsika. Sabata ino, mtengo wa coke m'malo oyeretsera kumpoto chakum'mawa kwa PetroChina watsika. Mtengo wa petroleum coke m'mafakitale a CNOOC watsika kwambiri. Binzhou Zhonghai coking unit ikuyembekezeka kumasula coke kumapeto kwa Meyi. Zhoushan Petrochemical coking unit ikuyembekezeka kutha pa Juni 10.
Kutumizidwa pamsika wamafuta amafuta amafuta akumaloko adasiyanitsidwa sabata ino. Kutumizidwa kwa mafuta a petroleum otsika ndi apakati anali abwino. Mitengo ina ya coke inapitiriza kukwera ndi 30-100 yuan/ton. Kutumizidwa kwa mafuta a petroleum apakati ndi apamwamba kwambiri anali pafupifupi, ndipo mitengo ya coke idapitilira kutsika ndi 50-300 yuan. Yuan / tani. Msika wakumunsi wa electrolytic aluminiyamu ndi wofooka, wokwera kwambiri kumapeto kwa mweziwo, kupanikizika kwa mtengo wamakampani otsika kaboni akadali kwakukulu, ndipo kugula kochulukirapo kumachokera pakufunika; komabe, chifukwa cha kuchepa kwaposachedwa kwa zinthu zotsika za sulfure za petroleum coke pamsika wakuyenga, kumunsi kwamtsinje kumakakamizika kuvomereza mitengo yokwera. Zopangira zoyenga zikadali pamlingo wochepa; posachedwapa, pali zinthu zambiri zochokera kunja za sulfure zamtengo wapatali, ndipo msika uli ndi coke wochuluka wa sulfure. Malo oyeretsera ma coke a sulfure ali pampanipani, zinthu zonse zakwera, ndipo mitengo ya coke yatsika. Pofika pa Meyi 26, panali nthawi 10 zokonza zophikira m'deralo. Sabata ino, gawo loyamba la Boxing Yongxin ndi Panjin Baolai coking units lidayamba kupanga coke, ndipo gawo lachiwiri la Zhongtian Haoye lidatsekedwa kuti likonze. Kuyambira Lachinayi lino, tsiku lililonse kutulutsa kwa petrochemical coke kunali matani 29,150, ndipo ntchito yopangira coking m'deralo inali 55.16%, kuwonjezeka kwa 0.57% kuyambira sabata yatha. Pofika Lachinayi lino, mtengo wakale wapafakitale wa petroleum coke ya sulfure yotsika (sulfure pafupifupi 1.5%) inali 5800-6300 yuan/ton, ndipo mtengo wakale wapafakitale wapakati-sulfur petroleum coke (sulfure 2.0-) 3.0%) inali 4400-5180 yuan/ton, high-sulfur petroleum coke ex-factory mainstream transaction price inali 4400-5180 yuan/ton. Mtengo wakale wapafakitale wa petroleum coke (pafupifupi 4.5% sulfure) ndi 2300-3350 yuan/ton.
04 Supply Side
Pofika pa Meyi 26, pali nthawi 16 zokonza zophikira. Sabata ino, gawo lachiwiri la Zhongtian Haoye ndi gawo lophika la Karamay Petrochemical adatsekedwa kuti akonze. Chigawo chophika sichinayambe kupanga coke. Pofika Lachinayi lino, tsiku lililonse kutulutsa mafuta a petroleum coke kunali matani 66,450, ndipo kuchuluka kwa coking kunali 53.55%, kuwonjezeka kwa 0.04% kuyambira sabata yatha.
05 Fufuzani Mbali
Mtengo wa coke waukulu wa sulfure wochepa kwambiri ukupitirizabe kukhala wokwera, ndipo mabizinesi akumunsi akupanikizika kwambiri kuti alandire katundu ndi kugula zambiri pakufunika; mtengo wa electrolytic aluminiyamu watsika mpaka pafupifupi 20,000 yuan, ndipo mtengo wamafuta a petroleum coke ukupitilirabe kukwera. Kugula kumafunika, ndipo chidwi cholandira katundu chimakhala chambiri; msika wama elekitirodi ndi ma carburizers ali ndi kufunikira kokhazikika kwa petroleum coke.
06 Inventory
Sabata ino, kuwerengera kwa msika wa mafuta a petroleum kunakhalabe pamlingo wapakatikati. Coke yayikulu ya sulfure yotsika idatumizidwa mwachizolowezi, ndipo zowerengera zidapitilira kukwera. Zonyamula zoyenga za m'deralo zinali zosiyana. Mafuta a petroleum coke apakati ndi otsika anali abwino. Katundu wamba, mkulu inventory.
07 Mawonekedwe a Msika
Ndi kuwonjezeka kwa coke otsika sulfure, Baichuan Yingfu akuyembekeza kuti mtengo wa mafuta otsika a sulfure coke upitirizabe kukhala wofooka komanso wosasunthika sabata yamawa, ndipo mitengo yotsika ya sulfure ya sulfure idzapangitsa kuchepa; kutumizidwa kwa petroleum coke yapakati-sulfure kudzakhala kokhazikika, ndipo zinthu zina za anode zidzagulidwa Medium-sulfure coke imagwiritsidwa ntchito ngati zopangira, ndipo coke ya sulfure yapamwamba imakhala ndi katundu wambiri pamsika posachedwapa. Komabe, mitengo ya coke itachepetsedwa mosalekeza m’nthawi yapitayi, zotumiza zapita patsogolo. Msika wapamwamba kwambiri uli pa petroleum coke, kotero Baichuan Yingfu akuyembekeza kuti mtengo wa coke wa sulfure wapamwamba udzakhala wokhazikika sabata yamawa. Gawo lazosintha likuyembekezeka kukhala 50-100 yuan / ton.
Nthawi yotumiza: May-30-2022