Kugulitsa pamsika wapakhomo wa calcined coke akadali wokhazikika sabata ino, ndipo msika wa coke wa sulfure wotsika kwambiri ndi wodekha; sing'anga ndi mkulu-sulfure calcined coke imathandizidwa ndi kufunikira ndi ndalama, ndipo mitengo imakhalabe yolimba sabata ino.
# Coke ya sulfure yotsika
Kugulitsa mumsika wochepa wa sulfure calcined coke sikutentha, ndipo makampani ambiri anena kuti kutumiza sikuli bwino, koma msika wakula pang'ono poyerekeza ndi masabata awiri apitawo; mwatsatanetsatane, popeza ambiri a makampani kupanga buku kale kugwa kwa katundu osachepera kupanga mu siteji oyambirira, The okwanira otsika sulfure calcined coke anali ndi khola sabata ino; panthawi imodzimodziyo, mitengo yamtengo wapatali ndi mitengo yamalonda sinasinthidwe sabata ino, ndipo makampaniwa amatayabe kupanga; sabata ino, kupatula kampani ku Shandong komwe mtengo wazinthu zopangira zidatsika pang'ono, makampani ena adasungabe mitengo yawo. khola. Pankhani ya msika, kutumizidwa kwa coke yotsika kwambiri ya sulfure calcined coke ndi Fushun petroleum coke monga zopangira ndizoponderezedwa posachedwa, ndipo kutumizidwa kwa coke ya sulfure yotsika kwambiri yokhala ndi zizindikiro zina ndizovomerezeka. Pankhani ya mtengo, kuyambira Lachinayi lino, msika wakale wa fakitale wotsika wa sulfure calcined coke (Jinxi petroleum coke as raw material) msika ndi 3600-4000 yuan/ton; The mainstream ex-factory transaction of low-sulfur calcined coke (Fushun petroleum coke as raw material) ndi za 5,000 yuan/ton. , Low-sulfure calcined coke (Liaohe Jinzhou Binzhou CNOOC Petroleum Coke monga zopangira) ali ndi msika wochulukirachulukira wa 3500-3800 yuan/ton.
# Coke wapakatikati komanso wapamwamba wa sulfure
Msika wapakatikati wa sulfure calcined coke ukugulitsabe. Mothandizidwa ndi kufunikira ndi mtengo, mtengo wapakati-mmwamba-sulfure calcined coke wakhalabe wamphamvu sabata ino ndipo sunagwenso; tsatanetsatane wamsika: sabata ino, kampani ku Hebei idamaliza kukonza ng'anjo ndipo zotuluka tsiku lililonse zidakwera pafupifupi matani 300; Shandong Weifang ali okhwima kuteteza zachilengedwe anayendera, ndi makampani munthu wachepetsa kwambiri kupanga; makampani m'madera ena alibe kusinthasintha kwakukulu pakupanga; malinga ndi momwe msika uliri, mtengo wa katundu wamba calcined coke watsika pang'ono ndi 30-50 yuan / tani sabata yatha, ndipo zolemba zamakampani zidakwera ndipo zidatsika sabata ino Mtengo wa coke unakwera pang'ono, ndipo msika udali wotsika. mlingo wonse. Pankhani ya malonda akunja, pali mafunso awiri oyitanitsa kunja sabata ino, ndipo mawu amsika ali ofanana ndi omwe ali pamsika wapakhomo. Pankhani ya mitengo, kuyambira Lachinayi ili, palibe chofunikira kuti tifufuze zinthu calcined coke fakitale waukulu wotuluka 2600-2700 yuan / tani; sulfure 3.0%, chofunika kokha Kwa vanadium zosakwana 450, zina zosafunika sing'anga-sulfure calcined coke fakitale mainstream kuvomera kuvomereza mtengo ndi 2800-2950 yuan/ton; zinthu zonse kufufuza ayenera kukhala mkati 300 yuan, sulfure zili mkati 2.0% ya fakitale ambiri calcined coke ndi za 3200 yuan/tani; Sulfure ndi 3.0%, ndipo mtengo wa calcined coke wotumizira kunja zizindikiro zapamwamba (zotsatira zochepa) ziyenera kukambirana ndi kampani.
#Supply Mbali
Kutulutsa kwa tsiku ndi tsiku kwa coke ya sulfure yotsika kwambiri kunali kofanana ndi sabata yatha, ndipo makampani ambiri achepetsa kupanga kwawo kukhala kochepa.
Kutulutsa kwa coke ya sulfure yapakati komanso yayikulu kudakwera ndi matani pafupifupi 350 sabata ino, makamaka chifukwa chomaliza kukonza ng'anjo yamakampani.
# Demand side
Low-sulfure calcined coke: Phindu lonse la msika wa graphite electrode akadali osakwanira sabata ino, ndipo mtengo wake umakhala wokhazikika, zomwe zimakhala zovuta kupindula ndi msika wochepa wa sulfure calcined coke;
Coke wapakatikati ndi wamtali wa sulfure: Sabata ino, kufunikira kwa coke yapakati komanso yayikulu ya sulfure kumpoto chakumadzulo kwa China kunali kolimba. Chifukwa cha sulfure 1.5-2.5%, vanadium calcined coke mkati mwa 400.
# Mtengo wotsika
Mitengo yamafuta amafuta pamsika idatsitsidwa pang'ono. Kupanga mafuta a coke kunasintha pang'ono, ndikusintha pang'ono kumbali yofunikira. Mtengo wa sulfure coke m'mafakitale akuluakulu oyenga unakwera aliyense, pamene zoyenga za m'deralo zinali zotsika kwambiri. Sinopec's high-sulfur coke yatsitsidwa ndi RMB 50-70/ton, munthu wapakati-sulfur coke wa PetroChina wakwera ndi RMB 50/ton, mtengo wa coke wa CNOOC watsitsidwa ndi RMB 50-300/ton, ndi mtengo wa coke m'malo oyeretsera am'deralo wachepetsedwa ndi RMB 10-130/ton.
# Pankhani ya phindu
Low-sulfure calcined coke: Mtengo wogulitsa ndi mtengo wamtengo wapatali wa sulfure calcined coke wakhala wokhazikika sabata ino, ndipo phindu silinasinthe kuyambira sabata yatha. Kutayika kwapakati pamakampani kunali pafupifupi 100 yuan/ton;
Coke wapakatikati ndi wamtali wa sulfure wa calcined: Sabata ino, mtengo wa coke wa sulfure wapakati komanso wapamwamba wa sulfure watsika pang'ono kuposa wa zida zopangira, ndipo kutayika kwamakampani kwatsika, ndikutayika kwapakati pafupifupi RMB 40 / tani.
#Inventory
Low-sulfure calcined coke: Chiwerengero chonse cha msika wochepa wa sulfure calcined coke akadali pakatikati mpaka pamwamba sabata ino;
Kutumiza kwa coke ya sulfure yapakati komanso yayikulu sikukanikizidwa, ndipo msika wonsewo ndiwotsika.
Zoneneratu za msika
Low-sulfure calcined coke: Chifukwa cha kutayika kwaposachedwa kwa kupanga mumsika wochepa wa sulfure calcined coke, mtengo sudzagwanso; ndipo chithandizo chapansi pamtsinje sichikwanira, ndipo malingaliro akudikirira ndikuwona pamsika akadalipo. Choncho, Baichuan akuyembekeza kuti mtengo wa coke wochepa sulfure calcined udzakhalabe wokhazikika sabata yamawa. .
Coke wapakatikati ndi wamtali wa sulfure: Mtengo wa coke yaiwisi ya petroleum wakhazikika pang'onopang'ono sabata ino. Mafuta a coke okhala ndi ma trace elements akadali osowa. Nthawi yomweyo, pali mafunso ambiri pamsika wapakatikati komanso wamtali wa sulfure wa coke. Choncho, Baichuan akuneneratu kuti mtengo wa sing'anga ndi mkulu sulfure calcined coke adzapitirira sabata yamawa. khola.
Nthawi yotumiza: Jul-16-2021