Nānā makeke
I kēia pule, ua māhele ʻia nā hoʻouna holoʻokoʻa o ka mākeke coke aila. Ua wehe ʻia ka ʻāpana Dongying o Shandong Province i kēia pule, a ua kiʻekiʻe ka hoihoi no ka loaʻa ʻana o nā waiwai mai lalo. Eia kekahi, ke hāʻule nei ke kumukūʻai o ka petroleum coke ma nā hale hoʻoheheʻe kūloko, a ua hāʻule maoli i ke kumu kūʻai o lalo. Ke kūʻai ikaika nei ke kahawai a me ka coking kūloko. Ua hoomaka ke kumukuai e pii; Ua mau ke kumu kuai nui o na hale hana hoomaemae, a ua emi iho ka manao o ka lalo o ke kahawai e loaa mai ka waiwai, a ua mau ke emi mai o ke kumukuai o ka aila coke ma kekahi mau hale hoohehee. I kēia pule, ua kūʻai aku nā hale hoʻoheheʻe o Sinopec i ke kumu kūʻai paʻa. Ua hāʻule kekahi mau kumu kūʻai coke o nā hale hana hoʻomaʻemaʻe o PetroChina i ka 150-350 yuan/ton, a ua hoʻohaʻahaʻa kekahi mau mea hoʻomaʻemaʻe CNOOC i kā lākou kumukūʻai coke ma 100-150 yuan/ton. Ua pau ka hāʻule ʻana o ka coke ʻaila o nā hale hoʻoheheʻe kūloko a hoʻi hou. 50-330 yuan / tona.
Ka nānā ʻana i nā mea e pili ana i ka mākeke coke petroleum i kēia pule
Medium a kiʻekiʻe sulfur petroleum coke
1. Ma ke ano o ka lako, e paniia ana ka hui coking o Yanshan Petrochemical ma Kina Akau no ka malama ana no 8 mau la mai ka la 4 o Novemaba, oiai ke manao nei o Tianjin Petrochemical e emi iho ana ke kuai ana o waho o ka aila coke i keia mahina. No laila, e emi ana ka lako o ka aila ʻaila kiʻekiʻe-sulfur ma Kina ʻĀkau, a ʻoi aku ka hoʻoikaika ʻana o ke kahawai e ʻohi i nā waiwai. Ua pani ʻia ka Jingmen Petrochemical coking unit ma ka muliwai no ka mālama ʻana i kēia pule. Eia kekahi, ua pani ʻia ka hui coking Anqing Petrochemical no ka mālama ʻana. ʻO nā kumu waiwai coke ʻaila medium-sulfur ma ka ʻaoʻao o ka muliwai e paʻa mau ana; ke kūpaʻa nei ke kumukūʻai o ka ʻāina komohana komohana o PetroChina i kēia pule. Paʻa ka hoʻouna holoʻokoʻa, a haʻahaʻa ka papa inoa o kēlā me kēia mea hoʻoheheʻe; ua pau ke kumu kūʻai o ka aila coke ma nā hale hoʻoheheʻe kūloko i ka hāʻule ʻana a piʻi hou. Mai ka hopena o ka pule i hala aku nei, ua wehe ʻia ka wahi hoʻokele static ma kekahi mau wahi o Shandong, ua hoʻihoʻi hou ʻia ka logistic a me ka halihali, a ua lōʻihi ka haʻahaʻa o nā ʻoihana o lalo. , He kiʻekiʻe ka hoihoi no ka loaʻa ʻana o nā waiwai, a ʻo ka hōʻemi holoʻokoʻa o nā waihona coke petroleum i loko o nā hale hoʻoheheʻe ua hoʻoikaika i ka piʻi mau ʻana o nā kumukūʻai coke aila hoʻomaʻemaʻe. 2. Ma ke ʻano o ka noi i lalo, ua hoʻomaha iki ke kulekele pale ʻana i ka maʻi ahulau ma kekahi mau wahi, a ua hoʻōla iki ka logistic a me ka halihali. ʻO ka uhi ʻana i ka waihona haʻahaʻa haʻahaʻa lōʻihi o ka coke petroleum, nā mea maka o nā ʻoihana o lalo, nā ʻoihana o lalo he makemake ikaika e kūʻai, a he nui nā mea kūʻai i hana ʻia ma ka mākeke. 3. Ma ke ʻano o nā awa, ʻo ka coke petroleum i lawe ʻia mai i kēia pule ka mea nui ma Shandong Rizhao Port, Weifang Port, Qingdao Port Dongjiakou a me nā awa ʻē aʻe, a ke hoʻomau nei ka piʻi ʻana o ka waihona petroleum coke port. I kēia manawa, ua wehe ʻia ka wahi o Dongying, ua hoʻi hou ʻo Guangli Port i nā moku maʻamau, a ua hoʻi hou ʻo Rizhao Port i ka maʻamau. , Weifang Port, etc. Haʻahaʻa-sulfur petroleum coke: ʻO ka mākeke coke petroleum haʻahaʻa haʻahaʻa i kūʻai mau ʻia i kēia pule, me kekahi mau mea hoʻomaʻemaʻe e hana nei i nā hoʻololi liʻiliʻi. Ma ka ʻaoʻao koi, ʻae ʻia ka lako holoʻokoʻa o ka mākeke electrode maikaʻi ʻole i lalo, a paʻa mau ke koi no ka coke petroleum haʻahaʻa haʻahaʻa; ʻo ka noi mākeke no nā electrodes graphite e hoʻomau i ka pālahalaha; ʻO ke kūkulu ʻana i ka ʻoihana kalapona no ka alumini aia nō i kahi kiʻekiʻe, a ua kaupalena ʻia nā hui pākahi i ka lawe ʻana ma muli o ke ahulau. Ma ke ʻano o nā kikoʻī o ka mākeke i kēia pule, ua kūpaʻa ke kumukūʻai o Daqing Petrochemical petroleum coke ma Northeast Kina a e kūʻai ʻia ma ke kumu kūʻai mai Nowemapa 6; ʻO ke kūʻai aku, ua wehe ʻia nā wahi maʻi maʻi ma hope o kekahi, a ua maʻalahi ke kaomi ʻana i ka halihali; Ua hāʻule ke kumukūʻai kūʻai hope loa o Liaohe Petrochemical i kēia pule i 6,900 yuan/ton; Ua hoʻemi ʻia ke kumukūʻai coke o Jilin Petrochemical i 6,300 yuan/ton; ʻO ka ʻaila coke a Dagang Petrochemical ma Kina ʻĀkau. Ua kūpaʻa nā kumukūʻai o ka CNOOC ʻo CNOOC Asphalt (Binzhou) a me Taizhou Petrochemical pet coke i kēia pule, ʻoiai ʻo Huizhou a me Zhoushan petrochemical pet coke kumukūʻai i hoʻohaʻahaʻa iki ʻia, a ʻaʻole i hoʻohaʻahaʻa ʻia nā hoʻouna holoʻokoʻa o nā hale hana.
I kēia pule, ua pau ke kumukūʻai o ka mākeke coke ʻaila hoʻomaʻemaʻe kūloko a hoʻi hou. I ka wā mua, ma muli o ka hoʻokele static o kekahi mau wahi ma Shandong, ʻaʻole maʻalahi ka logistic a me ka lawe ʻana, a ua keakea nui ʻia ke kaʻa kaʻa. ʻO ka hopena, ua hoʻopiha nui ʻia ka papa inoa o ka ʻaila coke i loko o ka hale hoʻomaʻemaʻe kūloko, a ʻike ʻia ka hopena i ke kumukūʻai ʻaila coke i hoʻomaʻemaʻe ʻia. . Mai ka hopena pule, ua wehe ʻia nā wahi hoʻokele static ma kekahi mau wahi o Shandong, ua hoʻihoʻi hou ʻia ka logistic a me ka halihali, a ua lōʻihi ka haʻahaʻa o nā ʻoihana o lalo. . Eia nō naʻe, ma muli o ka hopena o ka nui o nā coke ʻaila i lawe ʻia mai i Hong Kong a me ka emi ʻana o nā hōʻailona holoʻokoʻa o ka coke ʻaila hoʻomaʻemaʻe kūloko, ke kumu kūʻai o ka petroleum coke me ka sulfur ma luna o 3.0% wale nō i hoʻokuʻu iki ʻia, a ua piʻi iki ke kumukūʻai. haʻahaʻa ma mua o ka mea i manaʻo ʻia. Ke kiʻekiʻe nei ka hoihoi, piʻi nui ke kumukūʻai, ʻo 50-330 yuan / ton ke kumukūʻai hoʻololi. I ka wā mua, ua hoʻopilikia ʻia kekahi mau wahi ma Shandong e ka keakea ʻana o ka logistics a me ka lawe ʻana, a ʻoi aku ka koʻikoʻi o ka backlog inventory o nā mea hana, aia ma ka pae kiʻekiʻe; I kēia manawa ua wehe ʻia kekahi mau wahi ma Shandong, ua hoʻihoʻi hou ʻia ke kaʻa kaʻa, ʻoi aku ka ikaika o nā ʻoihana o lalo e loaʻa i nā waiwai, a ua hoʻomaikaʻi nā hale hoʻomaʻemaʻe kūloko i ka hoʻouna ʻana, ua hāʻule ka waihona holoʻokoʻa i nā haʻahaʻa haʻahaʻa. Ma kēia Pōʻalima, ʻo ka hana nui o ka coke haʻahaʻa-sulfur (e pili ana iā S1.0%) ʻo 5130-5200 yuan / ton, a ʻo ka hana nui o ka coke medium-sulfur (e pili ana iā S3.0% a me ka vanadium kiʻekiʻe) he 3050- 3600 yuan/ton; kiʻekiʻe-sulfur coke High vanadium coke (me ka sulfur maʻiʻo o ma kahi o 4.5%) loaʻa kahi hana nui o 2450-2600 yuan / ton.
ʻaoʻao hoʻolako
Ma ka lā 10 o Nowemapa, he 12 mau pani maʻamau o nā ʻāpana coking a puni ka ʻāina. I kēia pule, ua pani ʻia nā ʻāpana coking hou 3 no ka mālama ʻana, a ua hoʻokomo ʻia kekahi pūʻulu coking. He 78,080 tons ka nui o ka aila coke i kela la i keia la, a he 65.23% ka nui o ka hana coking, he emi o 1.12% mai ka mahina i hala.
ʻaoʻao koi
Ma muli o ke kumukūʻai kiʻekiʻe o ka petroleum coke i loko o ka hale hoʻomaʻemaʻe nui, ʻaʻole nui ka manaʻo o nā ʻoihana o lalo i ka loaʻa ʻana o nā waiwai, a ke emi mau nei ke kumukūʻai coke o kekahi mau hale hoʻoheheʻe; ʻOiai ma ka mākeke hoʻomaʻemaʻe kūloko, ʻoiai ua hoʻomaha iki ke kulekele pale ʻana i ka maʻi maʻi i kekahi mau wahi, ua hoʻōla iki ka logistic a me ka lawe ʻana, e hoʻonui ana i nā kumu waiwai o nā ʻoihana o lalo. He haʻahaʻa loa nā waihona coke Petroleum no ka manawa lōʻihi, a ua makemake nui nā ʻoihana o lalo e kūʻai, a ua nui nā mea kūʻai i hana ʻia ma ka mākeke. Ua komo kekahi poʻe kālepa i ka mākeke no nā hana pōkole, kahi kūpono no ka piʻi ʻana o ke kumukūʻai o ka ʻaila coke i hoʻomaʻemaʻe ʻia.
Inventory
ʻO nā hoʻouna ʻana o ka mea hoʻomaʻemaʻe nui he awelika, kūʻai nā ʻoihana o lalo ma ke koi, a ʻo ka waihona ʻaila coke holoʻokoʻa ma ka pae waena. Me ka hoʻomaha iki o ke kulekele pale ʻana i ka maʻi ahulau ma kekahi mau wahi, ua komo nā ʻoihana o lalo i ka mākeke ma ka nui o ke kūʻai ʻana, a ua hāʻule ka waihona waiwai coke petroleum refinery kūloko. i waena haʻahaʻa.
(1) Nā ʻoihana i lalo
Calcined petroleum coke: ʻO ka mākeke coke calcined haʻahaʻa haʻahaʻa i hoʻouna ʻia i kēia pule, a ua maʻalahi ka maʻi ahulau ma Northeast Kina. Ua kālepa maika'i ka makeke aila coke medium a me ka sulfur calcined kiʻekiʻe i kēia pule, i kākoʻo ʻia e ka rebound i ke kumukūʻai o ka petroleum coke ma Shandong, a ke holo nei ke kumukūʻai makeke o ka medium a me ka sulfur calcined petroleum coke i kahi kiʻekiʻe.
Steel: Ua piʻi iki ka mākeke kila i kēia pule. ʻO ka Baichuan Steel Composite Index he 103.3, piʻi i ka 1 a i ʻole 1% mai Nowemapa 3. Ma muli o ka manaʻolana o ka mākeke o ka maʻi ahulau i kēia pule, ke holo ikaika nei nā wā ʻeleʻele. Ua piʻi iki ke kumukūʻai o ka mākeke, a ua hoʻomaikaʻi iki ka manaʻo o ka mākeke, akā ʻaʻole i loli nui ke kālepa holoʻokoʻa. I ka hoʻomaka ʻana o ka pule, ʻo ke kumu kūʻai alakaʻi o nā wili kila i mālama pono i kahi hana paʻa. ʻOiai ke piʻi aʻe ke kumukūʻai o nā snails i ka wā e hiki mai ana, ʻoi aku ka laulā o ka mākeke, a ʻo ka hapa nui o nā mea kālepa i hoʻohaʻahaʻa malū i kā lākou ukana. Ke hana mau nei na wili kila. Ma muli o ka lawe ʻana o ka poʻe kālepa i nā waiwai i ka wā mua, ʻaʻole nui ke kaomi ʻana i ka hale waihona hale hana, a ua neʻe ke kaomi i ka waihona i lalo. He liʻiliʻi ka hōʻea ʻana o nā kumuwaiwai ʻākau, a kau ʻia nā kauoha ma ka mākeke ma ke koi. I kēia manawa, ʻoiai ua ʻoi aku ka maikaʻi o ke kālepa mākeke, ma ka pae hope loa, ua lohi ke kauoha o kēia manawa no nā papahana o lalo, ʻaʻole maikaʻi ka hoʻomaka ʻana o ka papahana, ʻaʻole maʻalahi ka noi terminal, a ʻo ka hoʻomaka ʻana o ka hana pōkole. ʻaʻole i manaʻo ʻia e maopopo. E akahele, hiki ke emi mai ka makemake ma hope. Ua manaʻo ʻia e loli nā kumukūʻai kila i ka wā pōkole.
Anode i kālua mua ʻia
I kēia pule, ua paʻa ke kumukūʻai kūʻai o ka mākeke anode prebaked o Kina. Ua piʻi iki ke kumu kūʻai ma Baichuan, ma muli o ka hoʻihoʻi ʻana o ka mākeke coke aila, ke kumukūʻai kiʻekiʻe o ka pitch tar lanahu, a me ke kākoʻo ʻoi aku ka maikaʻi. Ma ke ʻano o ka hana ʻana, ke hana nei ka hapa nui o nā ʻoihana i ka piha piha a paʻa ka lako. Ma muli o ka hoʻomalu ʻana o ka wā pollution koʻikoʻi ma kekahi mau wahi, ua pā iki ka hana. Hoʻomaka ka alumini electrolytic downstream i kahi kiʻekiʻe a hoʻonui ka lako, a hoʻomau ka noi no nā anodes prebaked.
Metala silikoni
Ua emi iki ke kumukūʻai holoʻokoʻa o ka mākeke metala silika i kēia pule. Ma ka lā 10 o Nowemapa, ʻo ka awelika kumu kūʻai o ka mākeke metala silika Kina he 20,730 yuan/ton, ma lalo o 110 yuan/ton mai ke kumu kūʻai ma Nowemapa 3, he emi o 0.5%. Ua emi iki ke kumukūʻai o ka metala silika i ka hoʻomaka ʻana o ka pule, ma muli o ke kūʻai ʻana aku o nā mea kūʻai aku i nā mea kūʻai aku o ka hema, a ua hāʻule ke kumukūʻai o kekahi mau māka metala silika; ua kūpaʻa ke kumukūʻai ma ka waena a me ka hopena o ka pule ma muli o ka piʻi ʻana o ke kumukūʻai a me ka emi ʻana o nā kūʻai i lalo. Ua komo ʻo Kina Hema komohana i kahi manawa o ka wai palahalaha a maloʻo, a ua piʻi nā kumukūʻai uila, a hiki ke hoʻomau ke kumukūʻai o ka uila ma hope o ke komo ʻana o ka ʻāina ʻo Sichuan i ka wā maloʻo. Manaʻo kekahi mau hui e pani i kā lākou mau kapuahi; Ke hoʻomau nei ka ʻāina ʻo Yunnan i nā pale mana, a ua hoʻoikaika ʻia ke degere hoʻemi mana. Inā maikaʻi ʻole ke kūlana, hiki ke pani ʻia ka umu i ka wā ma hope, a e hoʻemi ʻia ka huahana holoʻokoʻa; ʻO ka hoʻomalu maʻi maʻi ma Xinjiang ua paʻakikī, paʻakikī ka lawe ʻana i nā mea maka a lawa ʻole nā limahana, a ua hoʻopilikia ʻia ka hana ʻana o ka hapa nui o nā ʻoihana a pani ʻia paha e hōʻemi i ka hana.
Sima
He kiʻekiʻe ke kumukūʻai o nā mea maka ma ka mākeke sima aupuni, a ke piʻi aʻe ke kumukūʻai o ka sima a hāʻule i lalo. ʻO ke kumu kūʻai maʻamau o ka mākeke sima aupuni ma kēia pukana he 461 yuan / ton, a ʻo ke kumu kūʻai maʻamau o ka pule i hala he 457 yuan / ton, ʻo ia ka 4 yuan / ton i ʻoi aku ma mua o ke kumu kūʻai o ka mākeke sima i ka pule i hala. Hoʻomau pinepine ʻia kekahi mau wahi, kaohi ʻia ka neʻe ʻana o nā limahana a me ka halihali ʻana, a ua lohi ka holomua o ke kūkulu ʻana i waho. Aia ka mākeke ma ka ʻāina ʻākau ma kahi kūlana nāwaliwali. I ka huli ʻana o ke anuanu, ua komo ka mākeke i ka wā kahiko, a ua pani ʻia ka hapa nui o nā papahana. He mau papahana koʻikoʻi wale nō ma ka papahana, a he liʻiliʻi ka nui o ka hoʻouna. Ma muli o ka piʻi ʻana o nā kumukūʻai lanahu ma ka ʻāina hema, ua piʻi nā kumukūʻai hana o nā ʻoihana, a ua hoʻokō kekahi mau ʻoihana i ka pani ʻana o ka kiln, kahi i hoʻonui ai i nā kumukūʻai sima ma kekahi mau wahi. ʻO ka holoʻokoʻa, ua piʻi a hāʻule nā kumukūʻai sima aupuni.
(2) Kūlana makeke awa
I kēia pule, ʻo ka awelika o ka lawe ʻana i kēlā me kēia lā o nā awa nui he 28,200 tons, a ʻo ka nui o nā waihona waiwai awa he 2,104,500 tons, he piʻi o 4.14% mai ka mahina i hala.
I kēia pule, ʻo ka ʻaila coke i lawe ʻia mai ka nui ma Shandong Rizhao Port, Weifang Port, Qingdao Port Dongjiakou a me nā awa ʻē aʻe. Ke piʻi mau nei ka waihona petcoke port. I kēia manawa, ua wehe ʻia ka wahi ʻo Dongying, a ua hoʻi hou ka hoʻouna ʻana o Guangli Port i ka maʻamau. ʻO Rizhao Port, Weifang Port, a pēlā aku. I kēia pule, ua piʻi koke ke kumukūʻai o ka ʻaila coke i hoʻomaʻemaʻe ʻia, ua hoʻomaikaʻi ke kūʻai ʻana o ka aila coke ma nā awa, a ua hoʻi hou ka logistics a me ka lawe ʻana i kekahi mau wahi. Ma muli o ka haʻahaʻa haʻahaʻa haʻahaʻa o ka coke petroleum maka a me ka hopena mau o ka maʻi ahulau, ʻoi aku ka ikaika o nā ʻoihana o lalo e hoʻopaʻa a hoʻopiha i nā waihona. , maikaʻi ke koi ʻana i ka petroleum coke; i kēia manawa, kūʻai mua ʻia ka hapa nui o ka ʻaila coke e hōʻea ana i ke awa, a ʻoi aku ka wikiwiki o ka lawe ʻana i ke awa. Ma ke ʻano o ka wahie coke, ʻaʻole maopopo ke ʻano o ka hahai ʻana o nā kumukūʻai lanahu kūloko. Hoʻopaʻa ʻia kekahi mau ʻoihana silicon carbide e ka mālama ʻana i ke kaiapuni a hoʻohana i nā huahana ʻē aʻe (kohu hoʻomaʻemaʻe) e pani i ka hana coke projectile kiʻekiʻe-sulfur. Ua kūpaʻa nā moku kūʻai o nā coke projectile haʻahaʻa a me waena, a ua paʻa nā kumukūʻai no kekahi manawa. Ke hoʻomau nei ka piʻi ʻana o ke kumu kūʻai no ka Formosa coke i kēia mahina, akā ma muli o nā kūlana makeke maʻamau o ka metala silika, ke kūʻai nei ka wahi o Formosa coke ma ke kumu kūʻai paʻa.
I Kekemapa 2022, ua lanakila ʻo Formosa Petrochemical Co., Ltd. i ke kumu kūʻai no 1 moku o ka petroleum coke. E hoʻomaka ʻia ke koho ʻana ma Nowemapa 3 (Poʻalima), a ʻo ka manawa pani ʻana ma ka hola 10:00 o Nowemapa 4 (Palima).
ʻO ke kumukūʻai maʻamau o ka makana lanakila (FOB) ma kahi o US $297/ton; ʻO ka lā hoʻouna mai Dekemaba 27,2022 a hiki i Dekemaba 29,2022 mai Mailiao Port, Taiwan, a ʻo ka nui o ka petroleum coke no kēlā me kēia moku ma kahi o 6500-7000 ton, a ʻo ka sulfur ma kahi o 9%. ʻO ke kumu kūʻai kūʻai ʻo FOB Mailiao Port.
ʻO ke kumukūʻai CIF o US sulfur 2% projectile coke i Nowemapa ma kahi o 350 US kālā / ton. ʻO ke kumukūʻai CIF o US sulfur 3% projectile coke i Nowemapa ma kahi o 295-300 US dollars / ton. ʻO ka US S5% -6% kiʻekiʻe-sulfur projectile coke i Nowemapa he kumukūʻai CIF ma kahi o $ 200-210 / ton, a ʻo ke kumukūʻai coke projectile Saudi i Nowemapa ma kahi o $ 190-195 / ton. ʻO ke kumukūʻai FOB o Taiwan coke i Dekemaba 2022 ma kahi o US $ 297 / ton.
Nānā makeke
Low-sulfur petroleum coke: Hoʻopilikia ʻia e ka maʻi ahulau a me nā kumu ʻē aʻe, ʻoi aku ka liʻiliʻi o kekahi mau ʻoihana o lalo e loaʻa nā waiwai. Manaʻo ʻo Baichuan Yingfu e paʻa mau ke kumukūʻai kūʻai o ka coke sulfur haʻahaʻa a neʻe iki i kēia pule aʻe, me nā hoʻololi pilikino ma kahi o RMB 100/ton. Medium- and high-sulfur petroleum coke: Hoʻopilikia ʻia e ka downtime o nā hui coking a me ke ʻano like ʻole o ka ʻaila ʻaila i lawe ʻia mai, ʻo ka mākeke holoʻokoʻa a me ke kiʻekiʻe-sulfur o ka petroleum coke me nā mea ʻoi aku ka maikaʻi (vanadium <500) i ka pōkole. ʻoiai ua nui ka hoʻolako ʻana i ka coke petroleum kiʻekiʻe-vanadium a ua hoʻonui hou ʻia nā mea lawe mai. Ua kaupalena ʻia ka lumi hahai no ka ulu ʻana, no laila ke manaʻo nei ʻo Baichuan Yingfu e loaʻa i ke kumu kūʻai o ka petroleum coke me nā mea ʻoi aku ka maikaʻi (vanadium <500) kahi lumi e piʻi aʻe ai, ʻo ka laulā ma kahi o 100 yuan / ton, ke kumu kūʻai o ka vanadium kiʻekiʻe. ʻO ka aila coke ka mea paʻa, a ʻo kekahi mau kumu kūʻai coke aia i loko o kahi loli haiki.
Ka manawa hoʻouna: Nov-11-2022