I. Needle coke market price analysis
Tom qab National Day, tus nqi ntawm koob coke kev lag luam hauv Suav teb tau nce.Raws li lub Kaum Hlis 13, tus nqi nruab nrab ntawm koob coke electrode coke hauv Suav teb yog 9466, nce 4.29% ntawm tib lub sijhawm dhau los thiab 4.29% ntawm tib lub sijhawm lub hli dhau los., nce ntawm 60.59% txij thaum pib ntawm lub xyoo, nce ntawm 68.22% los ntawm tib lub sijhawm xyoo tas los;tus nqi nruab nrab ntawm kev lag luam tsis zoo coke yog 6000, nce ntawm 7.14% ntawm tib lub sijhawm lub lim tiam dhau los, nce 13.39% los ntawm tib lub sijhawm lub hli dhau los, nce ntawm 39.53% txij thaum pib ntawm lub xyoo, thiab nce ntawm 41.18 ntawm tib lub sijhawm xyoo tas los.%, nws tau tshaj tawm tias cov laj thawj tseem ceeb yog:
1. Tus nqi ntawm cov khoom siv raw khoom txuas ntxiv nce, thiab tus nqi siab
Coal tar pitch: kev lag luam tus nqi ntawm cov thee tar pitch nce siab tom qab hnub so.Raws li lub Kaum Hlis 13th, tus nqi ntawm asphalt mos yog 5349 yuan / ton, nce 1.35% los ntawm ua ntej National Day thiab nce ntawm 92.41% txij thaum pib ntawm lub xyoo.Raws li cov nqi raw khoom tam sim no, tus nqi ntawm cov koob koob coke yog siab, thiab cov txiaj ntsig tau pib hloov pauv.Kev txiav txim los ntawm kev ua lag luam tam sim no, qhov pib ntawm cov thee tar sib sib zog nqus ua tau maj mam nce, tab sis tag nrho cov pib tseem tsis siab, thiab qhov tsis txaus ntawm cov khoom tau tsim ib qho kev txhawb nqa rau cov nqi lag luam.
Roj slurry: Tom qab hnub so National, cov nqi lag luam ntawm cov roj slurry tau cuam tshuam zoo heev los ntawm kev hloov pauv ntawm cov roj av, thiab tus nqi nce siab heev.Raws li lub Kaum Hlis 13, tus nqi nruab nrab thiab siab sulfur slurry yog 3930 yuan / ton, uas yog nce ntawm 16.66% los ntawm ua ntej hnub so thiab nce ntawm 109.36% txij thaum pib ntawm lub xyoo.
Nyob rau tib lub sijhawm, raws li cov tuam txhab muaj feem cuam tshuam, cov khoom lag luam ntawm cov khoom siv hluav taws xob tsis zoo ntawm cov roj slurry yog nruj, thiab cov nqi tau nce ruaj khov.Tus nqi ntawm cov roj-raws li koob coke kuj tseem nyob siab.Raws li ntawm hnub tim, tus nqi nruab nrab ntawm cov tuam txhab tseem ceeb tsuas yog me ntsis siab dua cov nqi kab.
2. Kev ua lag luam pib ntawm theem qis, uas yog qhov zoo rau tus nqi nce mus
Pib txij lub Tsib Hlis 2021, Tuam Tshoj txoj kev lag luam koob coke tau txuas ntxiv poob, uas yog qhov zoo rau cov nqi.Raws li kev txheeb cais, tus nqi ua haujlwm nyob rau lub Cuaj Hli 2021 tseem nyob ntawm thaj tsam 44.17%.Raws li cov lus tawm tswv yim los ntawm cov tuam txhab coke, cov koob coke cov tuam txhab tsis tshua muaj kev cuam tshuam los ntawm nws, thiab cov tuam txhab tsim khoom muaj kev ua haujlwm zoo.Tshwj xeeb, kev pib ua haujlwm ntawm roj-raws li koob coke thiab thee-based koob coke tau sib txawv.Kev lag luam roj-raws li koob coke tau pib ua haujlwm ntawm ib nrab-rau-siab, thiab tsuas yog qee cov nroj tsuag hauv ib tsob nroj hauv Liaoning tau raug txiav;tus nqi ntawm cov thee-raws li koob coke raw cov ntaub ntawv yog siab dua li ntawm cov roj-raws li koob coke.Cov coke siab, tus nqi siab, thiab kev xa khoom tsis zoo vim yog kev nyiam ua lag luam, cov kws tsim khoom siv coke coke tau tso tseg thiab txo qis ntau lawm kom yooj yim rau lub siab.Raws li qhov kawg ntawm lub Cuaj Hli, kev ua lag luam qhov nruab nrab pib tsuas yog 33.70% nce, thiab lub peev xwm overhaul suav nrog cov thee.Ntau tshaj 50% ntawm tag nrho cov peev txheej ntau lawm.
3. Tus nqi ntawm rab koob coke tuaj txawv teb chaws tau tsa
Pib txij lub Kaum Hlis 2021, cov lus hais ntawm cov roj los ntawm rab koob coke feem ntau tau nce vim qhov nce nqi.Raws li lub tuam txhab tawm tswv yim, cov khoom tam sim no ntawm cov koob coke tuaj yeem txuas ntxiv nruj, thiab cov lus hais ntawm cov koob coke tuaj txawv teb chaws tau nce, uas yog qhov zoo rau cov koob tshuaj coke hauv tsev.Txhawb kev lag luam kev ntseeg siab
II.Koob coke ua lag luam kwv yees
Ntawm cov khoom siv: qee yam ntawm cov khoom siv tshiab yuav raug muab tso rau hauv lub quarter thib plaub ntawm 2021. Raws li pom nyob rau hauv cov lus hauv qab no, lub peev xwm tsim tau yuav ncav cuag 550,000 tons hauv lub quarter thib plaub ntawm 2021, tab sis nws yuav siv sij hawm qee lub sij hawm. kom tag nrho tso rau hauv kev ua lag luam.Yog li ntawd, cov khoom lag luam yuav nyob twj ywm hauv lub sijhawm luv.Cov xwm txheej quo yuav nce ntxiv los ntawm qhov kawg ntawm 2021.
Nyob rau hauv cov nqe lus ntawm kev thov, txij li lub Cuaj Hli Ntuj, qee thaj chaw tau txwv tsis pub ntau lawm thiab hluav taws xob, thiab tib lub sijhawm, suav nrog cov khoom xws li kev tiv thaiv ib puag ncig thiab kev txwv ntau lawm hauv lub caij nplooj zeeg thiab lub caij ntuj no cua sov thiab lub caij ntuj no Olympics, downstream graphite electrodes thiab anode. cov ntaub ntawv muaj kev cuam tshuam ntau dua, uas yuav cuam tshuam rau kev xa khoom ntawm rab koob coke yav tom ntej.Kev npam.Tshwj xeeb, raws li kev suav ntawm kev khiav hauj lwm tus nqi, kev khiav hauj lwm tus nqi ntawm graphite electrodes nyob rau hauv Lub kaum hli ntuj yuav tsum poob li ntawm 14% nyob rau hauv lub hwj chim txwv.Nyob rau tib lub sijhawm, qhov tsis zoo electrode graphitization muaj peev xwm yuav muaj kev cuam tshuam ntau dua.Tag nrho cov khoom lag luam ntawm cov khoom siv hluav taws xob tsis zoo kuj raug cuam tshuam, thiab cov khoom siv tsis zoo electrode yog nruj.Tej zaum yuav exacerbated.
Nyob rau hauv cov nqe lus ntawm cov nqi, ntawm ib sab, tus nqi ntawm raw cov ntaub ntawv mos asphalt thiab roj slurry yuav nce mus ntxiv nyob rau hauv lub sij hawm luv luv, thiab tus nqi ntawm koob coke yog txhawb zog;ntawm qhov tod tes, kev ua lag luam tam sim no ua haujlwm ntawm qis mus rau nruab nrab, thiab cov khoom siv ntawm cov koob zoo coke tseem nruj thiab cov khoom siv sab nraud yog qhov zoo.Hauv cov ntsiab lus, tus nqi ntawm koob coke tseem xav tias yuav nce mus rau qee qhov, nrog rau kev ua haujlwm ntawm cov coke siav yog 8500-12000 yuan / tuj, thiab ntsuab coke 6,000-7000 yuan / tuj.(Cov ntaub ntawv qhov chaw: Baichuan Information)
Post lub sij hawm: Oct-14-2021