1. Kev lag luam hotspots:
Longzhong cov ntaub ntawv kawm: Cloud aluminium shares (000807) nyob rau lub Kaum Ib Hlis 22 thaum sawv ntxov tshaj tawm, Kaum Ib Hlis 18 thaum txog 19 teev tsaus ntuj, lub tuam txhab koom nrog Yunnan Wenshan Aluminium Co., LTD.Electrolytic Zone No.1628 electrolytic tank to tshwm sim.Tom qab qhov kev huam yuaj, Cloud Aluminium Co., Ltd. tam sim ntawd pib lub phiaj xwm xwm txheej ceev, kev ruaj ntseg thiab pov tseg, cov cuab yeej tau paub txog kev tsim khoom nyob rau hnub 22nd.
2. Kev Ua Lag Luam Txheej Txheem:
Longzhong Cov Ntaub Ntawv Kaum Ib Hlis 23: niaj hnub no cov roj av coke kev lag luam kev lag luam feem ntau, cov nqi coke tseem ceeb ntawm tus kheej poob, ib feem ntawm coke refining nqi txuas ntxiv poob.Hauv kev lag luam tseem ceeb, qee qhov chaw tsim khoom ntawm Cnooc tau qeeb cov khoom xa tuaj, coke nqi nqis 150-200 yuan / tuj.Northeast zoo tib yam uas tsis muaj leej faj coke zaub mov xa tuaj siab, Jinzhou petrochemical coke nqe dav nqes 700 yuan / tuj.Northwest trading ncaj ncees, refinery trading ib txwm, coke siab khov kho.Nyob rau hauv cov nqe lus ntawm refineries hauv zos, refinery trading yog dav dav, kev thov ntawm qhov kev thov kawg tig tsis muaj zog, refinery cov khoom muag tau nce, coke nqi poob 30-300 yuan / tuj.Beijing bo petrochemical Performance index hloov kho rau cov ntsiab lus sulfur 1.7%.
3. Supply Analysis:
Niaj hnub no lub domestic zus tau tej cov roj av coke 79400 tons, ib tug sequential nce ntawm 100 tons los yog 0.13%.Kev kho tus kheej refinery tso zis.
4. Kev Ntsuas Kev Xav:
Shandong, Hebei thiab lwm qhov chaw txuas ntxiv tswj hwm txoj cai tswj hwm lub zog, tshwj tsis yog qee qhov kev lag luam hluav taws xob hluav taws xob pov tseg hauv cheeb tsam muaj kev cuam tshuam me ntsis, lwm cov lag luam feem ntau tswj xyuas kev ua haujlwm qis;Zuag qhia tag nrho cov xwm txheej ntawm cov tuam txhab lag luam nyob rau sab qab teb sab hnub poob ntawm Tuam Tshoj yog qhov zoo, thiab lub zog txwv qhov chaw tswj xyuas lub sijhawm thaum ntxov.Cov khoom tsim tawm ntawm qee qhov kev lag luam carbon tshiab xyoo no tso tawm cov qib siab, thiab cov khoom lag luam yuav puv rau thaum xaus lub Kaum Ob Hlis, feem ntau yog rau cov lag luam hauv zos thiab sab qab teb ntawm Tuam Tshoj, thiab tag nrho cov khoom lag luam qis yog ruaj khov.Hlau carbon kev lag luam kev lag luam tsis zoo, graphite electrode thiab carburizer kev lag luam xa khoom qeeb, txwv kev txhawb nqa zoo rau roj av coke.
5. Tus nqi kwv yees:
Tsis ntev los no domestic roj av coke cov peev txheej muab khoom muaj ntau, qhov kev thov sab hauv kev ua lag luam zoo siab yog qhov dav, qee qhov refineries coke nqi pheej yig dua.Nyob rau hauv lub sij hawm luv luv, lub domestic roj av coke kev lag luam feem ntau yog tsim, lub mainstream kev lag luam coke nqi yog loj ruaj khov, thiab ib feem ntawm cov coke nqi yog tseem downward.
Post lub sij hawm: Nov-24-2021