Thaum kawg ntawm 2022, tus nqi ntawm refined roj av coke nyob rau hauv lub domestic kev lag luam pib poob mus rau ib tug tsawg theem. Tus nqi sib txawv ntawm qee qhov kev pov hwm kev lag luam tseem ceeb thiab cov chaw tsim khoom hauv zos yog qhov loj.
Raws li kev txheeb cais thiab kev tshuaj xyuas ntawm Longzhong Cov Ntaub Ntawv, tom qab Hnub Xyoo Tshiab, cov nqi roj av coke hauv tsev tau poob qis, thiab cov nqi lag luam kev lag luam poob los ntawm 8-18% lub hli-rau-hli.
Tsawg sulfur coke:
Low-sulfur coke hauv Northeast refinery nyob rau hauv PetroChina feem ntau siv cov ntawv pov hwm muag khoom thaum lub Kaum Ob Hlis. Tom qab tus nqi sib tham tau tshaj tawm thaum kawg lub Kaum Ob Hlis, nws poob los ntawm 500-1100 yuan / tuj, nrog kev poob qis ntawm 8.86%. Hauv North Tuam Tshoj ua lag luam, qis-sulfur coke tau nquag xa tawm ntawm lub tsev khaws khoom, thiab tus nqi pauv tau poob rau hauv kev teb rau kev ua lag luam. Petroleum coke xa tuaj los ntawm refineries nyob rau hauv CNOOC Limited yog nruab nrab, thiab downstream tuam txhab uas muag muaj ib tug muaj zog tos-thiab-pom lub hlwb, thiab coke nqi los ntawm refineries poob raws li.
Medium sulfur coke:
Raws li tus nqi roj av coke nyob rau sab hnub tuaj ua lag luam txuas ntxiv poob qis, kev xa khoom ntawm cov roj coke siab nyob rau sab qaum teb sab hnub poob ntawm PetroChina tau poob siab. Tus nqi thauj khoom yog 500 yuan / ton, thiab qhov chaw arbitrage nyob rau sab hnub tuaj thiab sab hnub poob kev lag luam tau nqaim. Sinopec cov roj av coke xa khoom tau qeeb me ntsis, thiab cov tuam txhab qis qis feem ntau tsis txaus siab txog kev khaws cia. Coke tus nqi hauv refineries yuav poob mus ntxiv, thiab tus nqi pauv tau nqis los ntawm 400-800 yuan.
Thaum pib ntawm 2023, cov khoom siv roj av hauv tsev yuav nce ntxiv. PetroChina Guangdong Petrochemical Co. Cov khoom lag luam txhua xyoo tseem nce los ntawm 1.12% piv nrog rau ua ntej Xyoo Tshiab. Raws li kev tshawb fawb kev lag luam thiab kev txheeb cais ntawm Longzhong Cov Ntaub Ntawv, nyob rau lub Ib Hlis, tsis muaj kev ncua sij hawm hauv kev npaj kaw ntawm coking units hauv Suav teb. Cov zis txhua hli ntawm roj av coke tuaj yeem ncav cuag li 2.6 lab tons, thiab txog 1.4 lab tons ntawm cov khoom siv roj av coke tuaj txog hauv Suav teb. Thaum Lub Ib Hlis, cov khoom siv roj av coke tseem nyob rau theem siab.
Tus nqi ntawm cov roj av coke qis qis poob qis, thiab tus nqi ntawm cov roj av calcined coke poob qis dua li ntawm cov khoom siv raw. Cov txiaj ntsig theoretical ntawm low-sulfur calcined petroleum coke tau nce me ntsis los ntawm 50 yuan / ton piv nrog rau ua ntej lub koob tsheej. Txawm li cas los xij, kev lag luam graphite electrode tam sim no tseem tsis muaj zog hauv kev lag luam, kev pib thauj khoom ntawm cov hlau mills tau raug txo qis, thiab qhov kev thov rau graphite electrodes yog sluggish. Qhov nruab nrab muaj peev xwm siv tau ntawm lub davhlau ya nyob twg hluav taws xob arc rauv steelmaking yog 44.76%, uas yog 3.9 feem pua cov ntsiab lus qis dua qhov ua ntej lub koob tsheej. Steel mills tseem nyob rau theem poob. Tseem muaj cov tuam txhab lag luam npaj yuav tsum tsis txhob tsim khoom rau kev txij nkawm, thiab kev txhawb nqa ntawm lub lag luam davhlau ya nyob twg tsis zoo. Graphite cathodes tau yuav ntawm kev thov, thiab kev ua lag luam feem ntau tau txais kev txhawb nqa los ntawm kev thov nruj. Nws xav tias tus nqi qis-sulfur calcined coke tseem yuav poob rov qab ua ntej lub caij nplooj ntoos hlav Festival.
Kev lag luam hauv nruab nrab-sulfur calcined petroleum coke kev lag luam yog nruab nrab, thiab cov tuam txhab feem ntau ua tiav cov xaj thiab cov ntawv cog lus rau kev tsim khoom thiab muag. Vim qhov tsis tu ncua ntawm tus nqi ntawm cov roj av coke, tus nqi kos npe ntawm calcined roj av coke tau raug kho rov qab los ntawm 500-1000 yuan / ton, thiab theoretical profit ntawm cov lag luam tau raug txo mus txog 600 yuan / tuj, uas yog. 51% qis dua qhov ua ntej lub koob tsheej. Kev hloov pauv tshiab ntawm kev yuav nqi ntawm prebaked anodes tau poob, tus nqi ntawm qhov chaw nres nkoj electrolytic aluminium tau poob mus ntxiv, thiab kev lag luam hauv aluminium carbon lag luam tau qis me ntsis, uas muaj kev txhawb nqa tsis txaus rau kev xa khoom zoo ntawm cov roj av coke ua lag luam. .
Outlook kev kwv yees:
Txawm hais tias qee qhov kev lag luam hauv qab muaj lub siab xav ntawm kev yuav khoom thiab khaws cia nyob ze lub caij nplooj ntoos hlav Festival, vim muaj ntau cov khoom siv roj av hauv tsev thiab cov khoom siv txuas ntxiv ntawm cov khoom tuaj txawv teb chaws hauv Hong Kong, tsis muaj qhov pom tseeb zoo rub rau cov roj av coke ua lag luam xa khoom. . Cov nyiaj tau los ntawm cov khoom lag luam qis qis qis qis qis, thiab qee qhov kev lag luam yuav tsum txo qis kev tsim khoom. Kev lag luam davhlau ya nyob twg tseem yog tus thawj coj los ntawm kev ua haujlwm tsis muaj zog, thiab nws nyuaj rau nrhiav kev txhawb nqa rau cov nqi roj av coke. Nws cia siab tias nyob rau lub sij hawm luv luv, petcoke tus nqi nyob rau hauv domestic refineries feem ntau yuav raug kho thiab hloov nyob rau hauv ib tug ruaj khov yam. Mainstream refineries muaj chav txwv rau kev hloov kho cov nqi coke raws li kev ua tiav ntawm kev txiav txim thiab cov ntawv cog lus.
Post lub sij hawm: Jan-14-2023