Ua hoʻomau ka paʻa ʻana o ke kumukūʻai o ka mākeke electrode graphite kūloko i kēia pule. ʻOiai ʻo Iune ka manawa kuʻuna ma ka mākeke kila, ua emi ke koi no ke kūʻai ʻana i nā electrode graphite, a ʻike ʻia ka hana mākeke holoʻokoʻa he māmā iki. Eia nō naʻe, i hoʻopilikia ʻia e ke kumukūʻai o nā mea maka, ua paʻa mau ke kumukūʻai o nā electrodes graphite mana kiʻekiʻe a me nā ultra-high-power.
Ua hoʻomau ʻia ka nūhou maikaʻi ma ka mākeke i kēia pule. ʻO ka mea mua, e like me nā hōʻike a ka pāpāho US ma Iune 14, ua ʻōlelo ka ʻelele o ka ʻoihana Iranian pili ua loaʻa iā ia kahi ʻaelike nui me ʻAmelika Hui Pū ʻIa: e hoʻopau ʻo ʻAmelika Hui Pū ʻIa i nā hoʻopaʻi ma nā ʻoihana Iran āpau me ka ikehu i ka wā o Trump. ʻO ka wehe ʻana i nā hoʻopaʻi e pōmaikaʻi paha i ka hoʻokuʻu aku ʻana i nā electrodes kūloko. ʻOiai ʻaʻole hiki ke hoʻokō i kēia i ka hapaha ʻekolu, e loli maoli ka mākeke hoʻokuʻu aku i ka hapaha ʻehā a i ʻole ka makahiki aʻe. ʻO ka lua, i ka hapaha ʻekolu o ka mākeke India, e hoʻokiʻekiʻe ʻia ka coke nila aila ma waho mai ka US$1500-1800/ton o kēia manawa a ʻoi aku ma mua o US$2000/ton. I ka hapalua ʻelua o ka makahiki, ua paʻa ka lako o ka coke nila aila ma waho. Ua hōʻike pū mākou ma mua e like me ka mea ʻaʻole ia i hoʻopilikia wale i ka mākeke kūloko, no laila e pāʻani ia i kahi kuleana i ke kākoʻo ʻana i ke kūpaʻa o nā kumukūʻai electrode i ka wā ma hope.
I kēia Pōʻahā, ʻo ke kumukūʻai nui o nā kikoʻī UHP450mm me ka nui o ka nila coke 30% ma ka mākeke he 205-2.1 miliona yuan/ton, ʻo ke kumukūʻai nui o nā kikoʻī UHP600mm e mālama ʻia ana ma 25,000-27,000 yuan/ton, a ʻo ke kumukūʻai o UHP700mm e mālama ʻia ana ma 30,000-32,000 yuan/ton.
E pili ana i nā mea maka
Ua hoʻomau ka paʻa ʻana o ka mākeke mea maka i kēia pule. Ua kūʻai ʻia ke kumukūʻai o ka Daqing Petrochemical 1#A petroleum coke ma 3,200 yuan/ton, ua kūʻai ʻia ke kumukūʻai o ka Fushun Petrochemical 1#A petroleum coke ma 3400 yuan/ton, a ua kūʻai ʻia ke kumukūʻai o ka low-sulfur calcined coke ma 4200-4400 yuan/ton.
Ke piʻi mau nei ke kumukūʻai o ka nila coke i kēia pule. Ua hoʻokiʻekiʻe ʻia ke kumukūʻai o ka hale hana mua o Baotailong e RMB 500/ton, ʻoiai ua hoʻopaʻa ʻia nā mea hana ʻē aʻe no kekahi manawa. I kēia manawa, ʻo ke kumukūʻai nui o nā huahana lanahu kūloko a me nā huahana aila he 8500-11000 yuan/ton.
Nā wili kila
I kēia pule, ua loli a hāʻule nā kumukūʻai kila kūloko ma 70-80 yuan/ton. Ua hoʻonui hou nā wahi pili i nā hana hoʻomalu pālua i ka hoʻohana ʻana i ka ikehu e hōʻoia i ka hoʻopau ʻana i nā pahuhopu hoʻomalu pālua i ka hoʻohana ʻana i ka ikehu makahiki ma ka ʻāina. I kēia mau lā iho nei, ua hālāwai nā hale hana me nā kapu hana i ka umu uila ma nā ʻāina ʻo Guangdong, Yunnan a me Zhejiang. Ua emi ka hana o ke kila umu uila no 5 mau pule i ka lālani, a ua hāʻule ka nui o ka hana o ke kila umu uila i 79%.
I kēia manawa, aia kekahi mau hale wili kila umu uila kūʻokoʻa kūloko ma kahi kokoke i ka break-even. Me ke kaomi kūʻai aku, manaʻo ʻia e hoʻomau ka piʻi ʻana o ka hana pōkole, a ke kū nei nā kumukūʻai kila ʻōpala i ke kūʻē nui aʻe. I kēia Pōʻahā, e lawe ana i ka umu uila Jiangsu ma ke ʻano he laʻana, ʻo ka loaʻa kālā o ke kila umu uila he -7 yuan/ton.
Wānana o nā kumukūʻai mākeke e hiki mai ana
Ke hōʻike nei nā kumukūʻai o ka petroleum coke i nā hōʻailona o ka paʻa ʻana. E paʻa a piʻi aʻe nā kumukūʻai o ka mākeke nila coke, a e hōʻike ana ka nui o ka hana o ke kila umu uila i kahi ʻano lohi e iho ana, akā e ʻoi aku ka kiʻekiʻe ma mua o ka pae o ka manawa like i ka makahiki i hala. I ka wā pōkole, e hoʻomau ka paʻa ʻana o ke kumukūʻai mākeke o nā electrodes graphite.
Ka manawa hoʻouna: Iune-30-2021