Moruo oa 'maraka oa China o tla hola butle ka 2021. Tlhahiso ea indasteri e tla tsamaisa tlhokahalo ea thepa e tala ka bongata. Liindasteri tsa makoloi, meaho le tse ling li tla boloka tlhoko e ntle ea aluminium ea electrolytic le tšepe. Lehlakore la tlhokahalo le tla theha tšehetso e sebetsang le e ntle bakeng sa mmaraka oa li-petcoke.
Karolong ea pele ea selemo, 'maraka oa lehae oa li-petcoke o ne o rekisoa hantle,' me theko ea petcoke e mahareng le e phahameng ea sebabole e bonts'a maemo a holimo ho feto-fetoha ha maemo. Ho tloha ka January ho ea ho May, ka lebaka la phepelo e thata le tlhokahalo e matla, litheko tsa coke li ile tsa tsoela pele ho nyoloha haholo. Ka June, theko ea coke e ile ea qala ho phahama ka phepelo, 'me litheko tse ling tsa coke li ile tsa theoha, empa theko ea kakaretso ea' maraka e ntse e feta nako e tšoanang selemong se fetileng.
Kakaretso ea 'maraka kotareng ea pele e ne e le ntle. E tšehetsoa ke 'maraka oa mahlakoreng a tlhokahalo ho pota Mokete oa Selemo, theko ea petroleum coke e bontšitse mokhoa o ntseng o phahama. Ho tloha bofelong ba March, theko ea coke e bohareng le e phahameng ea sebabole nakong ea pele e nyolohetse boemong bo phahameng, 'me mesebetsi ea ho amohela ka tlaase e fokotsehile,' me theko ea coke libakeng tse ling tsa ho hloekisa e theohile. Ha tlhokomelo ea lapeng e ne e tsepame karolong ea bobeli, phepelo ea li-petcoke e ile ea theoha haholo, empa ts'ebetso ea lehlakore la tlhokahalo e ne e amoheleha, e ntseng e le tšehetso e ntle bakeng sa 'maraka oa petcoke. Leha ho le joalo, ho tloha ha Phuptjane e qala ho qala tlhahiso hape ka ntlafatso ea setsi sa tlhoekiso, aluminium ea electrolytic e ka Leboea le Boroa-bophirima ho China e ne e atisa ho pepesa litaba tse mpe. Ntle le moo, khaello ea lichelete indastering ea khabone e mahareng le maikutlo a bohlasoa 'marakeng a ne a thibela morethetho oa ho reka oa lik'hamphani tse tlase. Mmaraka oa coke o boetse o kene boemong ba ho kopanya.
Ho ea ka tlhahlobo ea data ea Longzhong Information, theko e tloaelehileng ea 2A petroleum coke ke 2653 yuan/ton, keketseho ea theko ea selemo le selemo ea 1388 yuan/ton halofo ea pele ea 2021, keketseho ea 109.72%. Qetellong ea March, litheko tsa coke li ile tsa nyolohela holimo ho 2,700 yuan / tonne halofo ea pele ea selemo, keketseho ea selemo le selemo ea 184.21%. Theko ea 3B petroleum coke e ile ea angoa haholo ke tlhokomelo e bohareng ea libaka tsa ho hloekisa. Theko ea coke e ile ea tsoela pele ho phahama karolong ea bobeli. Bohareng ba May, theko ea coke e ile ea nyolohela holimo ho 2370 yuan / tonne halofo ea pele ea selemo, keketseho ea selemo le selemo ea 111,48%. 'Maraka oa coke o phahameng oa sebabole o ntse o rekisoa, ka karolelano ea theko halofo ea pele ea selemo e le 1455 yuan / tonne, keketseho ea 93.23% selemo le selemo.
E susumetsoa ke theko ea thepa e tala, theko ea coke ea sebabole ea lapeng halofo ea pele ea 2021 e bonts'itse mokhoa oa ho nyoloha. Kakaretso ea khoebo ea 'maraka oa calcining e ne e batla e le ntle,' me theko ea lehlakoreng la tlhokahalo e ne e tsitsitse, e leng ntho e ntle bakeng sa thomello ea likhoebo tse nang le calcined.
Ho ea ka tlhahlobo ea data ea Longzhong Information, halofo ea pele ea 2021, karolelano ea theko ea sulfur calcined coke e ne e le 2,213 yuan / tonne, keketseho ea 880 yuan / tonne ha e bapisoa le halofo ea pele ea 2020, keketseho ea 66.02%. Karolong ea pele, 'maraka o akaretsang oa sebabole se phahameng o ne o rekisitsoe hantle. Karolong ea pele, thepa e akaretsang ea calcined coke e nang le sebabole ea 3.0% e phahamisitsoe ke 600 yuan/ton, 'me theko e tloaelehileng e ne e le 2187 yuan/ton. Diteng tsa sulphur tsa 3.0% tsa vanadium tsa coke tse calcined tsa 300PM di eketsehile ka 480 yuan/ton, ka theko e mahareng ya 2370 yuan/ton. Karolong ea bobeli, phepelo ea coke ea petroleum e mahareng le e phahameng ea sebabole naheng ea China e fokotsehile mme theko ea coke ea tsoela pele ho nyoloha. Leha ho le joalo, lik'hamphani tsa carbon tse tlaase li na le cheseho e fokolang ea ho reka. E le sehokelo sa mahareng 'marakeng oa carbon, lik'hamphani tsa calcining ha li na lentsoe le lenyenyane bohareng ba' maraka oa carbon. Phaello ea tlhahiso e ntse e fokotseha, likhatello tsa litšenyehelo li ntse li eketseha, 'me litheko tsa coke tse calcined lia nyoloha Sekhahla sa keketseho se ile sa fokotseha. Ho tloha ka June, ka ho tsosolosoa ha phepelo ea coke ea malapeng le e phahameng ea sebabole, theko ea coke e 'ngoe e ile ea theoha hammoho le eona,' me phaello ea likhoebo tsa calcining e fetohile phaello. Theko ea thekiso ea coke ea thepa e akaretsang e nang le sebabole ea 3% e fetotsoe ho 2,650 yuan/ton, 'me boleng ba sebabole ba 3.0% le vanadium e ne e le 300PM. Theko ea thekiso ea coke e calcined e nyolohetse ho 2,950 yuan/ton.
Ka 2021, theko ea lehae ea li-anode tse phehiloeng esale pele e tla tsoela pele ho nyoloha, ka keketseho e akaretsang ea 910 yuan/ton ho tloha ka Pherekhong ho isa Phuptjane. Ho tloha ka Phuptjane, theko ea litekanyetso tsa li-anode tse phehiloeng Shandong e nyolohetse ho 4225 yuan/ton. Ha litheko tsa thepa e tala li ntse li phahama, khatello ea tlhahiso ea lik'hamphani tsa anode tse phehiloeng pele e eketsehile. Ka May, theko ea sekontiri sa sekontiri sa mashala e nyolohile haholo. E tšehetsoa ke litšenyehelo, theko ea li-anode tse phehiloeng esale pele e nyolohile haholo. Ka Phuptjane, ha theko ea sekontiri sa mashala e theoha, theko ea petroleum coke e ile ea fetoloa hanyane, 'me phaello ea tlhahiso ea likhoebo tsa anode e neng e phehiloe e ile ea eketseha.
Ho tloha ka 2021, indasteri ea lapeng ea electrolytic aluminium e bolokile mokhoa oa litheko tse phahameng le phaello e phahameng. Phaello ka thane e le 'ngoe ea theko ea aluminium ea electrolytic e ka fihla ho li-yuan tse 5000/ton, mme sekhahla sa ts'ebeliso ea matla a tlhahiso ea aluminium ea lapeng e kile ea bolokoa hoo e ka bang 90%. Ho tloha ka Phuptjane, qaleho ea kakaretso ea indasteri ea aluminium ea electrolytic e theohile hanyane. Yunnan, Inner Mongolia, le Guizhou li ekelitse ka tatellano taolo ea liindasteri tse jang matla a mangata joalo ka aluminium ea electrolytic. Ho phaella moo, boemo ba electrolytic aluminium destocking bo 'nile ba tsoela pele ho eketseha. Ho tloha qetellong ea June, thepa ea lehae ea electrolytic aluminium E fokotsehile ho lithane tse ka bang 850,000.
Ho latela lintlha tse tsoang Longzhong Information, tlhahiso ea aluminium ea electrolytic ea malapeng halofo ea pele ea 2021 e ne e ka ba lithane tse limilione tse 19.35, keketseho ea lithane tse limilione tse 1.17 kapa 6.4% selemo le selemo. Halofo ea pele ea selemo, karolelano ea theko ea aluminium ea lehae Shanghai e ne e le 17,454 yuan/ton, keketseho ea 4,210 yuan/ton, kapa 31.79%. Theko ea 'maraka ea aluminium ea electrolytic e ile ea tsoela pele ho fetoha ho tloha ka Pherekhong ho isa Mots'eanong. Bohareng ba Mots'eanong, theko ea aluminium ea sebaka Shanghai e ile ea phahama haholo ho isa ho 20,030 yuan/ton, ea fihla sehlohlolong sa theko ea aluminium ea electrolytic halofo ea pele ea selemo, e nyoloha ka 7,020 yuan/ton selemo le selemo, keketseho. ea 53.96%.
Ponelopele ea Outlook:
Ho ntse ho e-na le meralo ea tlhokomelo bakeng sa libaka tse ling tse hloekisang malapeng halofong ea bobeli ea selemo, empa ha tlhokomelo ea pele ea litlhōlisano e qala ho hlahisa coke, phepelo ea li-petcoke ka kakaretso ea malapeng e na le tšusumetso e fokolang. Likhamphani tsa khabone tse tlase li se li qalile ka mokhoa o tsitsitseng, mme mmaraka oa aluminium oa electrolytic o ka eketsa tlhahiso le ho qalella tlhahiso ea tlhahiso. Leha ho le joalo, ka lebaka la taolo ea sepheo sa khabone e habeli, sekhahla sa kholo ea tlhahiso se lebelletsoe ho fokotsoa. Le ha naha e lahla mehloli ea ho fokotsa khatello ea phepelo, theko ea aluminium ea electrolytic e ntse e boloka maemo a fetohang haholo. Hajoale, likhoebo tsa aluminium tsa electrolytic li na le phaello, 'me terminal e ntse e na le tšehetso e itseng e ntle bakeng sa mmaraka oa petcoke.
Ho lebeletsoe hore karolong ea bobeli ea selemo, ka lebaka la tšusumetso ea bobeli ba phepelo le tlhokahalo, litheko tse ling tsa coke li ka 'na tsa fetoloa hanyenyane, empa ka kakaretso, theko ea lehae ea lehae le e phahameng ea sulfur petroleum coke e ntse e sebetsa ka mokhoa o phahameng.
Nako ea poso: Jul-23-2021