Thawj ib nrab ntawm lub xyoo, Tus Nqi Nruab Nrab Thiab High-Sulfur Coke Fluctuates Thiab Ris, Tag Nrho Kev Lag Luam ntawm Aluminium Carbon Market yog qhov zoo

Tuam Tshoj txoj kev lag luam kev lag luam yuav loj hlob tsis tu ncua hauv 2021. Kev tsim khoom lag luam yuav tsav qhov kev thov rau cov khoom siv raw.Lub tsheb, kev tsim kho vaj tse thiab lwm yam kev lag luam yuav muaj kev xav tau zoo rau electrolytic aluminium thiab steel.Qhov kev thov sab yuav tsim kev txhawb nqa zoo thiab muaj txiaj ntsig zoo rau kev ua lag luam petcoke.

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Nyob rau hauv thawj ib nrab ntawm lub xyoo, lub domestic petcoke kev ua lag luam yog trading zoo, thiab tus nqi ntawm nruab nrab thiab high-sulfur petcoke pom ib tug upward sib piv.Txij thaum Lub Ib Hlis Ntuj txog Lub Tsib Hlis, vim yog cov khoom siv nruj thiab kev thov muaj zog, cov nqi coke txuas ntxiv nce siab.Nyob rau lub Rau Hli, tus nqi ntawm coke pib nce nrog cov khoom siv, thiab qee tus nqi coke poob, tab sis tag nrho cov nqi lag luam tseem nyob deb tshaj tib lub sijhawm xyoo tas los.

Tag nrho kev lag luam turnover nyob rau hauv thawj peb lub hlis twg yog zoo.Kev txhawb nqa los ntawm kev xav tau-sab kev lag luam nyob ib puag ncig lub caij nplooj ntoos hlav Festival, tus nqi roj av coke pom qhov sib txawv.Txij li thaum lub Peb Hlis lig, tus nqi ntawm ib nrab- thiab high-sulfur coke nyob rau lub sijhawm ntxov tau nce mus rau theem siab, thiab cov dej ntws tau txais kev ua haujlwm tau qeeb qeeb, thiab cov nqi coke hauv qee lub refineries tau poob.Raws li kev saib xyuas hauv tsev petcoke tau tsom mus rau lub quarter thib ob, cov khoom siv ntawm petcoke tau poob qis, tab sis qhov kev thov sab nraud tau txais txiaj ntsig, uas tseem yog kev txhawb nqa zoo rau kev lag luam petcoke.Txawm li cas los xij, txij li lub Rau Hli pib rov pib tsim khoom nrog kev kho dua tshiab ntawm lub refinery, electrolytic aluminium nyob rau sab qaum teb thiab sab hnub poob Tuam Tshoj feem ntau nthuav tawm cov xov xwm phem.Tsis tas li ntawd, qhov tsis txaus ntawm cov nyiaj hauv kev lag luam nruab nrab carbon thiab kev coj tus cwj pwm coj mus rau kev lag luam txwv kev yuav khoom ntawm cov tuam txhab qis qis.Kev lag luam coke tau nkag mus rau theem kev sib sau ua ke.

Raws li cov ntaub ntawv txheeb xyuas ntawm Longzhong Cov Ntaub Ntawv, tus nqi nruab nrab ntawm 2A roj av coke yog 2653 yuan / ton, ib xyoo-rau-xyoo nruab nrab tus nqi nce ntawm 1388 yuan / ton hauv thawj ib nrab xyoo 2021, nce 109.72%.Thaum kawg ntawm lub Peb Hlis, cov nqi coke tau nce siab ntawm 2,700 yuan / ton hauv thawj ib nrab ntawm lub xyoo, nce xyoo 184.21%.Tus nqi ntawm 3B roj av coke tau cuam tshuam loj heev los ntawm kev saib xyuas lub hauv paus ntawm refineries.Tus nqi ntawm coke txuas ntxiv nce hauv lub quarter thib ob.Nyob rau hauv nruab nrab lub Tsib Hlis, tus nqi ntawm coke tau nce siab ntawm 2370 yuan / ton hauv thawj ib nrab ntawm lub xyoo, ib xyoos ib zaug nce ntawm 111.48%.Kev lag luam high-sulfur coke tseem tab tom ua lag luam, nrog tus nqi nruab nrab hauv thawj ib nrab ntawm lub xyoo yog 1455 yuan / ton, nce ntawm 93.23% xyoo-rau-xyoo.

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Tsav los ntawm tus nqi ntawm cov khoom siv raw, cov khoom siv hluav taws xob hauv tsev calcined coke tus nqi hauv thawj ib nrab ntawm 2021 tau qhia txog kev nce qib.Tag nrho kev lag luam ntawm calcining kev ua lag luam yog qhov zoo, thiab qhov kev thov-sab yuav khoom ruaj khov, uas yog qhov zoo rau kev xa khoom ntawm cov lag luam calcined.

Raws li cov ntaub ntawv tsom xam ntawm Longzhong Cov Ntaub Ntawv, nyob rau hauv thawj ib nrab ntawm 2021, tus nqi nruab nrab ntawm sulfur calcined coke yog 2,213 yuan / tuj, nce 880 yuan / tuj piv rau thawj ib nrab xyoo 2020, nce 66.02%.Nyob rau hauv thawj peb lub hlis twg, tag nrho cov high-sulfur kev ua lag luam tau zoo pauv.Hauv thawj peb lub hlis twg, cov khoom thauj dav dav calcined coke nrog cov ntsiab lus sulfur ntawm 3.0% tau tsa los ntawm 600 yuan / tuj, thiab tus nqi nruab nrab yog 2187 yuan / tuj.Cov ntsiab lus sulfur ntawm 3.0% vanadium cov ntsiab lus ntawm 300PM calcined coke tau nce 480 yuan / tuj, nrog tus nqi nruab nrab ntawm 2370 yuan / tuj.Nyob rau hauv lub quarter thib ob, cov khoom ntawm nruab nrab thiab high-sulfur petroleum coke hauv Suav teb tau txo qis thiab tus nqi ntawm coke txuas ntxiv nce.Txawm li cas los xij, cov tuam txhab qis qis qis tau txwv kev yuav khoom txaus siab.Raws li kev sib txuas nruab nrab hauv kev lag luam carbon, calcining tuam txhab uas muag muaj me ntsis hais nyob rau hauv nruab nrab ntawm cov pa roj carbon khw.Cov txiaj ntsig kev tsim khoom txuas ntxiv poob qis, tus nqi siab txuas ntxiv nce ntxiv, thiab calcined coke tus nqi thawb nce Tus nqi nce qeeb.Raws li lub Rau Hli, nrog rau kev rov qab los ntawm cov khoom nruab nrab hauv nruab nrab thiab cov khoom siv coke siab, tus nqi ntawm qee cov coke poob nrog nws, thiab cov nyiaj tau los ntawm cov lag luam calcining tau dhau los ua cov nyiaj tau los.Tus nqi pauv ntawm cov khoom thauj dav dav calcined coke nrog cov ntsiab lus sulfur ntawm 3% tau hloov kho rau 2,650 yuan / ton, thiab cov ntsiab lus sulfur ntawm 3.0% thiab cov ntsiab lus vanadium yog 300PM.Tus nqi pauv ntawm calcined coke tau nce mus rau 2,950 yuan / ton.

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Hauv xyoo 2021, tus nqi hauv tsev ntawm pre-ci anodes yuav nce ntxiv, nrog kev nce ntxiv ntawm 910 yuan / tuj txij lub Ib Hlis mus txog rau Lub Rau Hli.Raws li lub Rau Hli, tus nqi yuav khoom ntawm cov khoom ua ntej ci anodes hauv Shandong tau nce mus rau 4225 yuan / ton.Raws li cov khoom siv raw cov nqi txuas ntxiv nce, cov khoom siab ntawm cov tuam txhab ua ntej ci anode tau nce.Nyob rau hauv lub Tsib Hlis, tus nqi ntawm cov thee tar pitch tau nce sharply.Kev txhawb nqa los ntawm cov nqi, tus nqi ntawm pre-ci anodes tau nce sharply.Nyob rau lub Rau Hli, raws li tus nqi xa khoom ntawm thee tar pitch poob, tus nqi roj av coke tau hloov kho ib nrab, thiab cov nyiaj tau los ntawm cov lag luam ua ntej ci anode rov zoo.

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Txij li xyoo 2021, kev lag luam hauv tsev electrolytic aluminium tau tuav ib qho kev sib tw ntawm cov nqi siab thiab cov txiaj ntsig siab.Cov nyiaj tau los ntawm ib tuj ntawm electrolytic txhuas tus nqi tuaj yeem ncav cuag li 5000 yuan / ton, thiab cov khoom siv hluav taws xob hauv tsev siv hluav taws xob muaj peev xwm siv tau ib zaug ntawm 90%.Txij li thaum Lub Rau Hli, tag nrho pib ntawm electrolytic aluminium kev lag luam tau poob qis me ntsis.Yunnan, Inner Mongolia, thiab Guizhou tau nce zuj zus los tswj cov kev lag luam uas siv hluav taws xob ntau xws li electrolytic aluminium.Tsis tas li ntawd, qhov xwm txheej ntawm electrolytic aluminium destocking tau nce ntxiv.Raws li qhov kawg ntawm Lub Rau Hli, cov khoom siv hluav taws xob hluav taws xob hauv tsev tau txo qis txog li 850,000 tons.

Raws li cov ntaub ntawv los ntawm Longzhong Cov Ntaub Ntawv, cov khoom siv hluav taws xob hluav taws xob hauv tsev hauv thawj ib nrab ntawm 2021 yog kwv yees li 19.35 lab tons, nce 1.17 lab tons lossis 6.4% xyoo-rau-xyoo.Hauv thawj ib nrab ntawm lub xyoo, qhov nruab nrab ntawm cov khoom siv txhuas txhuas hauv Shanghai yog 17,454 yuan / ton, nce 4,210 yuan / ton, lossis 31.79%.Tus nqi ntawm electrolytic aluminium ua lag luam txuas ntxiv hloov pauv ntawm lub Ib Hlis mus txog Lub Tsib Hlis.Nyob rau hauv nruab nrab lub Tsib Hlis, qhov chaw txhuas tus nqi hauv Shanghai tau nce siab mus rau 20,030 yuan / ton, mus txog qhov siab ntawm tus nqi electrolytic aluminium hauv thawj ib nrab ntawm lub xyoo, nce 7,020 yuan / tuj xyoo-rau-xyoo, nce ntxiv. yog 53.96%.

Outlook kev kwv yees:

Tseem muaj cov phiaj xwm kev saib xyuas rau qee qhov kev lag luam hauv tsev nyob rau hauv ib nrab ntawm lub xyoo, tab sis raws li kev saib xyuas ua ntej ntawm cov refineries pib tsim coke, tag nrho cov khoom siv hauv tsev petcoke muaj kev cuam tshuam me ntsis.Cov tuam txhab hauv qab cov pa roj carbon monoxide tau pib ua haujlwm ruaj khov, thiab cov khoom lag luam electrolytic aluminium tuaj yeem ua rau muaj peev xwm ua kom muaj zog thiab rov pib dua.Txawm li cas los xij, vim yog lub hom phiaj ntawm ob-carbon tswj, qhov kev loj hlob ntawm cov zis yuav tsum raug txwv.Txawm hais tias lub teb chaws pov tseg khaws cia kom yooj yim cov khoom siv siab, tus nqi ntawm electrolytic aluminium tseem tuav qhov kev hloov pauv siab.Tam sim no, electrolytic aluminium lag luam muaj txiaj ntsig, thiab lub davhlau ya nyob twg tseem muaj qee qhov kev txhawb nqa zoo rau kev lag luam petcoke.

Nws xav tias nyob rau hauv ib nrab ntawm lub xyoo, vim muaj kev cuam tshuam ntawm ob qho tib si cov khoom siv thiab kev xav tau, qee cov nqi coke yuav raug kho me ntsis, tab sis tag nrho, cov nqi nruab nrab hauv nruab nrab thiab siab-sulfur petroleum coke nqi tseem tab tom khiav ntawm qib siab.


Post lub sij hawm: Lub Xya hli ntuj-23-2021