01 Kev Lag Luam Txheej Txheem
Kev lag luam tag nrho ntawm kev lag luam roj av coke yog ib txwm nyob rau lub lim tiam no. Tus nqi ntawm CNOOC low-sulfur coke poob los ntawm 650-700 yuan / ton, thiab tus nqi ntawm qee cov coke qis sulfur nyob rau sab hnub tuaj ntawm PetroChina poob los ntawm 300-780 yuan / ton. Sinopec tus nqi nruab nrab thiab siab-sulfur coke tseem nyob ruaj khov; Tus nqi ntawm cov roj av coke nyob rau hauv lub zos refineries yog tov, nrog ib tug ntau ntawm 50-300 yuan / ton.
02 Kev tshuaj xyuas ntawm yam cuam tshuam rau cov nqi lag luam lub lim tiam no
03 Nruab nrab thiab siab sulfur roj av coke
1. Nyob rau hauv cov nqe lus ntawm kev muab khoom, lub lim tiam no, lub coking unit ntawm Sinopec's Yangzi Petrochemical pib tsim coke, ib co refineries raws tus dej Yangtze txuas ntxiv ua hauj lwm nyob rau hauv tsawg load, thiab tag nrho cov khoom xa tuaj ntawm roj av coke tsis nyob rau hauv siab. Lub lim tiam no ruaj khov. Karamay Petrochemical coking unit yuav raug kaw rau kev saib xyuas thaum lub Tsib Hlis 20. Cov khoom siv roj av coke hauv Xinjiang tau txo qis, uas yog qhov zoo rau lwm lub refineries xa roj av coke. Kev muab cov roj av coke hauv cov chaw refineries hauv zos tau nce ntxiv rau lub lim tiam no. Theem I), Boxing Yongxin coking unit pib tsim coke, Huahang Energy coking unit pib tsim tab sis tsis tsim coke, tsuas yog Zhongtian Haoye Phase II coking unit muab kev saib xyuas. 2. Nyob rau hauv cov nqe lus ntawm kev thov, cov nyiaj tau los ntawm downstream electrolytic aluminium kev lag luam tseem poob qis, superimposed raw khoom petroleum coke nqi tseem siab, thiab downstream aluminium carbon lag luam nyob rau hauv tus nqi siab heev. Lub downstream pib txo tus nqi, uas yog phem rau tus nqi coke; kev lag luam thov rau electrodes thiab recarburizers yog ruaj khov, thiab kev ua lag luam rau hlau silicon yog dav dav. 3. Nyob rau hauv cov nqe lus ntawm cov chaw nres nkoj, cov high-sulfur coke uas tuaj txog ntawm qhov chaw nres nkoj lub lim tiam no mas yog high-sulfur coke, thiab cov Tshuag ntawm cov roj av coke ntawm qhov chaw nres nkoj tseem nce; tus nqi roj av coke hauv cov chaw refineries hauv zos tau pib ua kom ruaj khov, thiab kev txaus siab rau kev txais cov khoom los ntawm cov dej ntws qis tau nce ntxiv piv rau lub lim tiam dhau los, thiab cov khoom lag luam sponge coke tau raug xa tawm. Cov khoom tau txhim kho. Tam sim no, petrocoke chaw nres nkoj tus nqi nyob rau hauv Venezuela yog 1950-2050 yuan / ton, thiab tus nqi ntawm tsawg-sulfur coke imported los ntawm Indonesia thiab lwm lub teb chaws kuj tseem muaj zog. Nyob rau hauv cov nqe lus ntawm low-sulfur coke, lub lag luam tus nqi ntawm tsawg-sulfur petroleum coke lub lim tiam no yog ruaj khov thiab down, nrog ib tug downward hloov ntau yam ntawm 300-700 yuan / tuj; kev ua lag luam rau qis-sulfur coke siv rau txhuas thiab carbon tsis zoo siab heev, thiab qee qhov refineries tau nce cov khoom muag thiab tau cuam tshuam los ntawm cov coke tsawg-sulfur. Tus nqi qis-sulfur coke hauv zos refining tseem poob qis. Lub lim tiam no, tus nqi ntawm qee cov coke hauv refineries hauv North East cheeb tsam ntawm PetroChina tau poob. Tus nqi roj av coke hauv CNOOC lub refineries tau poob qis heev. Binzhou Zhonghai coking unit xav tias yuav tso coke thaum kawg lub Tsib Hlis. Zhoushan Petrochemical coking unit yuav tsum tawm ntawm coke nyob rau lub Rau Hli 10.
Kev xa khoom hauv lub lag luam roj av coke tau sib txawv rau lub lim tiam no. Kev xa khoom ntawm qis- thiab nruab nrab-sulfur roj av coke kuj zoo. Qee tus nqi coke txuas ntxiv nce los ntawm 30-100 yuan / tuj. Kev xa khoom ntawm nruab nrab- thiab siab-sulfur roj av coke yog qhov nruab nrab, thiab cov nqi coke txuas ntxiv poob los ntawm 50-300 yuan. Yuan / ton. Lub downstream electrolytic aluminium lag luam tsis muaj zog, superimposed nyob ze ntawm lub hli kawg, tus nqi siab ntawm downstream carbon lag luam tseem loj, thiab ntau kev yuav khoom raws li qhov xav tau; Txawm li cas los xij, vim tam sim no tsis txaus ntawm cov khoom siv roj av coke tsawg hauv cov khw muag khoom hauv zos, cov dej ntws qis raug yuam kom txais cov nqi siab. Refinery cov khoom lag luam tseem nyob rau theem qis; Tsis ntev los no, muaj ntau cov khoom siv roj ntsha coke tuaj txawv teb chaws, thiab kev ua lag luam muaj ntau cov khoom ntawm cov sulfur coke. Lub refinery's high-sulfur coke shipping yog nyob rau hauv siab, tag nrho cov khoom muag yog siab, thiab coke nqi tau poob. Raws li lub Tsib Hlis 26, muaj 10 lub sijhawm ua haujlwm niaj hnub rau chav tsev coking hauv zos. Lub lim tiam no, thawj theem ntawm Boxing Yongxin thiab Panjin Baolai coking units pib tsim coke, thiab theem thib ob ntawm Zhongtian Haoye raug kaw rau kev saib xyuas. Txog hnub Thursday no, cov khoom tsim tawm niaj hnub ntawm petrochemical coke yog 29,150 tons, thiab kev ua haujlwm ntawm cov coking hauv zos yog 55.16%, nce 0.57% ntawm lub lim tiam dhau los. Txog hnub Thursday no, ex-Factory mainstream pauv tus nqi ntawm cov roj av uas tsis muaj sulfur coke (sulfur nyob ib ncig ntawm 1.5%) yog 5800-6300 yuan / ton, thiab ex-factory mainstream pauv nqi ntawm nruab nrab-sulfur petroleum coke (sulfur 2.0- 3.0%) yog 4400-5180 yuan / ton, high-sulfur petroleum coke ex-factory mainstream pauv nqi yog 4400-5180 yuan / ton. Tus ex-Factory mainstream pauv nqi ntawm roj av coke (kwv yees li 4.5%) yog 2300-3350 yuan / ton.
04 Supply Sab
Raws li lub Tsib Hlis 26, muaj 16 lub sijhawm ua haujlwm niaj hnub rau chav coking. Lub lim tiam no, theem thib ob ntawm Zhongtian Haoye thiab chav coking ntawm Karamay Petrochemical raug kaw rau kev saib xyuas. Lub tsev coking tsis tau pib tsim cov coke. Raws li hnub Thursday no, lub teb chaws niaj hnub tso tawm ntawm roj av coke yog 66,450 tons, thiab coking kev khiav hauj lwm tus nqi yog 53.55%, nce 0.04% los ntawm lub lim tiam dhau los.
05 Demand Side
Tus nqi ntawm lub ntsiab qis-sulfur coke tseem nyob rau hauv siab, thiab cov lag luam downstream tau nyob rau hauv kev nyuaj siab heev kom tau txais cov khoom thiab yuav ntau dua ntawm kev thov; tus nqi ntawm electrolytic txhuas tau poob mus rau ib ncig ntawm 20,000 yuan, thiab tus nqi ntawm raw khoom roj av coke tseem yuav siab. Kev yuav khoom yog xav tau, thiab kev txaus siab rau kev txais khoom yog dav dav; kev ua lag luam rau electrodes thiab carburizers muaj kev xav tau ruaj khov rau roj av coke.
06 Cov ntaub ntawv
Lub lim tiam no, cov khoom lag luam roj av coke tseem nyob ntawm qhov nruab nrab. Lub ntsiab qis-sulfur coke raug xa mus rau feem ntau, thiab cov khoom muag tau nce ntxiv. Lub hauv paus refineries 'kev xa khoom tau txawv. Qhov nruab nrab thiab qis-sulfur petroleum coke xa khoom tau zoo. Feem ntau, cov khoom lag luam siab.
07 Market Outlook
Nrog rau kev nce hauv cov khoom noj uas tsis tshua muaj sulfur coke, Baichuan Yingfu cia siab tias tus nqi qis-sulfur roj av coke yuav tseem tsis muaj zog thiab ruaj khov rau lub lim tiam tom ntej, thiab qee cov nqi qis sulfur coke yuav ua rau poob qis; cov khoom xa tuaj ntawm nruab nrab-sulfur roj av coke yuav ruaj khov, thiab qee cov khoom siv anode yuav raug muas Medium-sulfur coke yog siv los ua raw khoom, thiab high-sulfur coke muaj cov khoom loj hauv khw tsis ntev los no. Txawm li cas los xij, tom qab kev txo qis ntawm cov nqi coke hauv lub sijhawm dhau los, kev xa khoom tau zoo tuaj. Kev ua lag luam superimposed yog nyob rau roj av coke, yog li Baichuan Yingfu cia siab tias tus nqi ntawm high-sulfur coke yuav nyob ruaj khov rau lub lim tiam tom ntej. Ib feem ntawm kev hloov kho yuav tsum yog 50-100 yuan / tuj.
Post lub sij hawm: May-30-2022