Kev lag luam hauv kev lag luam hauv tsev calcined coke tseem nyob ruaj khov rau lub lim tiam no, thiab cov khoom lag luam uas tsis tshua muaj sulfur calcined coke kuj yog tepid; nruab nrab thiab high-sulfur calcined coke tau txais kev txhawb nqa los ntawm kev thov thiab cov nqi, thiab cov nqi tseem muaj zog rau lub lim tiam no.
# Tsawg sulfur calcined coke
Kev lag luam nyob rau hauv qis-sulfur calcined coke kev ua lag luam tsis tepid, thiab feem ntau cov tuam txhab tau tshaj tawm tias kev xa khoom tseem tsis zoo, tab sis kev ua lag luam tau zoo dua me ntsis piv rau ob lub lis piam dhau los; Nyob rau hauv kev nthuav dav, txij li feem ntau ntawm cov tuam txhab tsim khoom ntim tau poob rau qhov tsawg kawg nkaus cov khoom thauj khoom nyob rau theem pib, Tag nrho cov khoom siv qis-sulfur calcined coke tau ruaj khov rau lub lim tiam no; tib lub sijhawm, cov nqi raw khoom thiab cov nqi muag khoom tsis tau hloov kho lub lim tiam no, thiab kev lag luam tseem poob tag nrho cov khoom; lub lim tiam no, tshwj tsis yog lub tuam txhab hauv Shandong qhov twg tus nqi ntawm cov khoom siv raw tau poob me ntsis, lwm lub tuam txhab tau khaws lawv cov nqi. ruaj khov. Nyob rau hauv cov nqe lus ntawm kev ua lag luam, kev xa khoom ntawm high-end low-sulfur calcined coke nrog Fushun petroleum coke li raw khoom yog nyob rau hauv siab tsis ntev los no, thiab kev xa khoom ntawm tsawg-sulfur calcined coke nrog rau lwm cov ntsuas tau txais. Nyob rau hauv cov nqe lus ntawm tus nqi, raws li hnub Thursday no, lub mainstream ex-factory kev lag luam ntawm low-sulfur calcined coke (Jinxi roj av coke li raw khoom) lag luam yog 3600-4000 yuan / tuj; lub ntsiab ex-Factory pauv ntawm low-sulfur calcined coke (Fushun petroleum coke as raw material) yog li ntawm 5,000 yuan/ton. , Low-sulfur calcined coke (Liaohe Jinzhou Binzhou CNOOC Petroleum Coke li raw khoom) muaj kev lag luam loj ntawm 3500-3800 yuan / ton.
# Nruab nrab thiab siab sulfur calcined coke
Qhov nruab nrab-high-sulfur calcined coke ua lag luam tseem tab tom ua lag luam. Kev txhawb nqa los ntawm kev thov thiab tus nqi, tus nqi ntawm nruab nrab-high-sulfur calcined coke tau tseem muaj zog nyob rau lub lim tiam no thiab tsis tau poob dua; cov ntsiab lus ntawm kev ua lag luam: lub lim tiam no, ib lub tuam txhab nyob rau hauv Hebei ua tiav kev kho cua sov thiab cov khoom siv niaj hnub tau nce txog 300 tons; Shandong Weifang muaj kev soj ntsuam nruj ib puag ncig, thiab cov tuam txhab lag luam tau txo qis ntau lawm; tuam txhab uas muag nyob rau hauv lwm lub cheeb tsam tsis muaj qhov hloov pauv loj hauv kev tsim khoom; Nyob rau hauv cov nqe lus ntawm kev ua lag luam, tus nqi ntawm cov khoom thauj dav dav calcined coke poob me ntsis los ntawm 30-50 yuan / tuj lub lim tiam dhau los, thiab cov tuam txhab cov khoom lag luam tau nce thiab qis dua lub lim tiam no Tus nqi ntawm coke tau nce me ntsis, thiab kev ua lag luam tau qis dua. theem tag nrho. Hais txog kev lag luam tawm txawv teb chaws, muaj ob qhov kev nug rau kev xa tawm lub lim tiam no, thiab cov lus hais hauv kev lag luam yog tib yam li cov hauv kev lag luam hauv tsev. Nyob rau hauv cov nqe lus ntawm cov nqi, raws li ntawm no Thursday, tsis muaj yuav tsum tau rau ib txoj lw ntsiab calcined coke Hoobkas mainstream muas 2600-2700 yuan / tuj; sulfur 3.0%, tsuas yog xav tau Rau vanadium tsawg dua 450, lwm yam tsis xav tau nruab nrab-sulfur calcined coke Hoobkas mainstream pauv nqi txais yog 2800-2950 yuan / tuj; tag nrho cov kab kawm yuav tsum tau nyob rau hauv 300 yuan, cov ntsiab lus ntawm sulfur nyob rau hauv 2.0% ntawm lub Hoobkas mainstream calcined coke yog hais txog 3200 yuan / tuj; Sulfur yog 3.0%, thiab tus nqi ntawm calcined coke rau kev xa tawm high-end (cov ntsiab lus nruj nruj) yuav tsum tau sib tham nrog lub tuam txhab.
#Supply side
Cov txiaj ntsig niaj hnub ntawm cov roj ntsha uas tsis muaj sulfur calcined coke yog qhov pib zoo ib yam li lub lim tiam dhau los, thiab cov tuam txhab feem ntau tau txo lawv cov khoom thauj mus rau qhov tsawg kawg nkaus.
Cov zis ntawm nruab nrab thiab siab sulfur calcined coke tau nce li ntawm 350 tons rau lub lim tiam no, feem ntau yog vim kev ua tiav ntawm lub tuam txhab kev kho cua sov.
#Demand sab
Tsawg-sulfur calcined coke: Tag nrho cov txiaj ntsig ntawm graphite electrode kev ua lag luam tseem tsis txaus rau lub lim tiam no, thiab tus nqi yog qhov ruaj khov, uas yog qhov nyuaj rau cov txiaj ntsig ntawm cov khoom lag luam uas tsis muaj sulfur calcined coke;
Nruab nrab thiab siab sulfur calcined coke: Lub lim tiam no, qhov kev thov rau nruab nrab thiab siab sulfur calcined coke hauv Northwest Tuam Tshoj tau muaj zog. Vim yog sulfur 1.5-2.5%, vanadium calcined coke hauv 400.
# Tus nqi nam
Petroleum coke ua lag luam tus nqi tau qis dua ib nrab. Petroleum coke ntau lawm fluctuated me ntsis, nrog me ntsis hloov ntawm qhov kev thov sab. Tus nqi ntawm sulfur coke nyob rau hauv lub ntsiab refineries tau nce ib tus zuj zus, thaum lub hauv paus refineries tau poob qis. Sinopec tus neeg siab-sulfur coke tau qis qis los ntawm RMB 50-70 / ton, tus neeg nruab nrab-sulfur coke ntawm PetroChina tau nce los ntawm RMB 50 / ton, tus nqi ntawm CNOOC's coke tau qis dua RMB 50-300 / ton, thiab tus nqi ntawm coke ntawm cov refineries hauv zos tau raug txo los ntawm RMB 10-130 / tuj.
# Nyob rau hauv cov nqe lus ntawm profit
Low-sulfur calcined coke: Tus nqi muag khoom thiab cov khoom siv raw cov nqi ntawm cov qis sulfur calcined coke tseem nyob ruaj khov rau lub lim tiam no, thiab cov txiaj ntsig tseem tsis tau hloov pauv los ntawm lub lim tiam dhau los. Kev lag luam qhov nruab nrab poob yog li 100 yuan / tuj;
Nruab nrab thiab siab sulfur calcined coke: Lub lim tiam no, tus nqi ntawm nruab nrab thiab siab sulfur calcined coke tau poob qis dua li ntawm cov khoom siv raw, thiab kev lag luam poob qis, nrog qhov nruab nrab poob ntawm RMB 40 / tuj.
# Cov khoom muag
Tsawg-sulfur calcined coke: Cov khoom lag luam tag nrho ntawm cov khoom lag luam qis-sulfur calcined coke tseem nyob rau nruab nrab-siab-siab lub lim tiam no;
Kev xa khoom ntawm cov khoom nruab nrab thiab siab sulfur calcined coke tsis yog siab, thiab tag nrho cov khoom muag hauv khw yog tsawg.
Kev ua lag luam outlook forecast
Tsawg-sulfur calcined coke: Vim tias tam sim no poob ntau lawm hauv kev lag luam qis sulfur calcined coke, tus nqi yuav tsis poob dua; thiab kev txhawb nqa downstream tseem tsis txaus, thiab kev lag luam tos-thiab-saib kev xav tseem muaj. Yog li ntawd, Baichuan cia siab tias tus nqi qis-sulfur calcined coke yuav nyob ruaj khov rau lub lim tiam tom ntej. .
Nruab nrab thiab siab sulfur calcined coke: Tus nqi ntawm cov roj av nyoos coke tau maj mam ruaj khov rau lub lim tiam no. Petroleum coke cov peev txheej nrog cov ntsiab lus zoo tseem tsis txaus. Nyob rau tib lub sijhawm, tseem muaj ntau cov lus nug hauv nruab nrab thiab siab sulfur calcined coke ua lag luam. Yog li ntawd, Baichuan kwv yees tias tus nqi nruab nrab thiab siab sulfur calcined coke yuav txuas ntxiv rau lub lim tiam tom ntej. ruaj khov.
Post lub sij hawm: Lub Xya hli ntuj-16-2021