Mokhoa oa Kajeno oa Theko ea Sehlahisoa sa Carbon 2022.11.11

Kakaretso ea 'maraka

Bekeng ena, thomello ka kakaretso ea 'maraka oa coke ea peterole e arotsoe. Sebaka sa Dongying Profinseng ea Shandong se ne se sa thijoa bekeng ena, 'me cheseho ea ho amohela thepa e tsoang tlaase ho noka e ne e phahame. Ho feta moo, theko ea petroleum coke libakeng tsa ho hloekisoa ha lehae e ntse e theoha, 'me ha e le hantle e theohetse ho theko e tlaase. The downstream e reka ka mafolofolo le ho pheha sebakeng seo. Theko e ile ea qala ho phahama; litlhōlisano tse kholo li ile tsa tsoela pele ho ba le litheko tse phahameng, 'me ho ea tlaase ka kakaretso ho ne ho se na tšusumetso e fokolang ea ho amohela thepa,' me theko ea petroleum coke libakeng tse ling e ile ea tsoela pele ho theoha. Bekeng ena, lihlahisoa tsa Sinopec li rekisitsoe ka theko e tsitsitseng. Litheko tse ling tsa coke tsa lihlahisoa tsa PetroChina li theohile ka 150-350 yuan/ton, 'me lihlahisoa tse ling tsa CNOOC li theotse litheko tsa tsona tsa coke ka 100-150 yuan/ton. Petroleum coke ea libaka tsa moo e ile ea khaotsa ho oa 'me ea khutla. Range 50-330 yuan / ton.

Tlhahlobo ea lintlha tse amang 'maraka oa petroleum coke bekeng ena

Coke e mahareng le e phahameng ea sulfur petroleum

1. Mabapi le phepelo, mochine oa ho pheha oa Yanshan Petrochemical North China o tla koaloa bakeng sa tlhokomelo bakeng sa matsatsi a 8 ho tloha ka November 4th, ha Tianjin Petrochemical e lebeletse hore thekiso ea ka ntle ea petroleum coke e tla fokotseha khoeling ena. Ka hona, phepelo ea kakaretso ea coke e phahameng ea sulfur petroleum coke e ka Leboea ea Chaena e tla fokotseha, 'me ho ea tlaase ho tla susumelletseha ho nka thepa. Setsi sa ho pheha sa Jingmen Petrochemical sebakeng se haufi le noka se koetsoe bakeng sa tlhokomelo bekeng ena. Ho phaella moo, Anqing Petrochemical coking unit e koetsoe bakeng sa tlhokomelo. Mehloli ea coke ea petroleum ea sulfur e mahareng sebakeng sa noka e ntse e le thata; theko ea sebaka se ka leboea-bophirimela sa PetroChina e ntse e tsitsitse bekeng ena. Kakaretso ea thomello e batla e tsitsitse, 'me lethathamo la setsi se seng le se seng sa tlhoekiso le tlaase; theko ea petroleum coke libakeng tsa ho hloekisoa tsa lehae e emisitse ho theoha le ho phahama hape. Ho tloha bofelong ba beke e fetileng, sebaka sa tsamaiso e tsitsitseng likarolong tse ling tsa Shandong ha se e-s'o thijoe, thepa le lipalangoang li ile tsa hlaphoheloa butle-butle, 'me lethathamo la likhoebo tse tlaase li bile boemong bo tlaase ka nako e telele. , Cheseho ea ho amohela thepa e phahame, 'me phokotso e akaretsang ea lihlahisoa tsa petroleum coke libakeng tsa ho hloekisoa e susumelitse mokhoa o tsoelang pele oa ho nyoloha ha litheko tsa petroleum coke tse hloekisitsoeng. 2. Mabapi le tlhokahalo e tlase, leano la thibelo ea seoa libakeng tse ling le theotsoe hanyane, 'me thepa le lipalangoang li folile hanyenyane. Ho koahela lethathamo la nako e telele le tlase la coke ea petroleum, lisebelisoa tse tala tsa likhoebo tse tlase, likhoebo tse tlase li na le boikemisetso bo matla ba ho reka, 'me palo e kholo ea theko e etsoa 'marakeng. 3. Mabapi le boema-kepe, petroleum coke e tsoang linaheng tse ling bekeng ena e tsepamisitsoe haholo-holo Shandong Rizhao Port, Weifang Port, Qingdao Port Dongjiakou le likoung tse ling, 'me thepa ea koung ea petroleum coke e ntse e eketseha. Hajoale, sebaka sa Dongying ha sea thijoa, Boema-kepe ba Guangli bo khutletse thomellong e tloaelehileng, 'me Port ea Rizhao e khutletse setloaeling. , Weifang Port, joalo-joalo lebelo la ho fana ka thepa le ntse le batla le potlakile. Low-sulphur petroleum coke: Mmaraka oa coke oa petroleum o tlaase sebabole o rekisitsoe butle-butle bekeng ena, ka libaka tse ling tse hloekisang li etsa liphetoho tse nyane. Lehlakoreng la tlhokeho, phepelo e akaretsang ea 'maraka oa li-electrode tse mpe ea tlase e ea amoheleha,' me tlhokahalo ea coke ea petroleum e nang le sebabole e tlaase e batla e tsitsitse; tlhokahalo ea 'maraka ea li-electrode tsa graphite e ntse e tsoela pele ho bata; kaho ea indasteri ea carbon bakeng sa aluminium e ntse e le boemong bo phahameng, 'me lik'hamphani ka bomong li na le moeli oa lipalangoang ka lebaka la seoa sena. Mabapi le lintlha tsa 'maraka bekeng ena, theko ea Daqing Petrochemical petroleum coke ka leboea-bochabela ho Chaena e tsitsitse' me e tla rekisoa ka theko e tiisitsoeng ho tloha ka la 6 Pulungoana; Lithekiso, libaka tse khutsitseng tsa seoa li 'nile tsa thijoa ka ho latellana, 'me khatello ea lipalangoang e fokotsehile; Theko ea morao-rao ea tlhahiso ea Liaohe Petrochemical bekeng ena e theohile ho 6,900 yuan/ton; Theko ea coke ea Jilin Petrochemical e theotsoe ho 6,300 yuan/ton; Dagang Petrochemical's petroleum coke in North China tender. Litheko tsa CNOOC tsa CNOOC Asphalt (Binzhou) le Taizhou Petrochemical pet coke li ne li tsitsitse bekeng ena, ha theko ea Huizhou le Zhoushan petrochemical pet coke e theohile hanyenyane, 'me thomello e akaretsang ea libaka tsa ho hloekisa e ne e se tlas'a khatello.

Bekeng ena, theko ea 'maraka oa lehae oa coke e hloekisitsoeng ea peterole e emisitse ho theoha le ho nyoloha hape. Qalong, ka lebaka la tsamaiso e tsitsitseng ea libaka tse ling tsa Shandong, thepa le lipalangoang li ne li se bonolo, 'me lipalangoang tsa likoloi li ne li sitisoa haholo. Ka lebaka leo, lethathamo la kakaretso la coke ea petroleum sebakeng sa tlhoekiso ea lehae le ile la tlala haholo, 'me phello ea theko ea lehae ea coke e hloekisitsoeng ea peterole e ne e hlakile. . Ho tloha mafelong a beke, libaka tsa taolo tse sa fetoheng likarolong tse ling tsa Shandong ha li e-s'o thijoe, thepa le lipalangoang li ile tsa ntlafala butle-butle, 'me lethathamo la likhoebo tse tlase le ntse le le boemong bo tlaase ka nako e telele. . Leha ho le joalo, ka lebaka la tšusumetso ea palo e kholo ea coke ea petroleum e tsoang linaheng tse ling e fihlang Hong Kong le ho senyeha ha matšoao a kakaretso a coke ea petroleum e hloekisang, theko ea petroleum coke e nang le sebabole e ka holimo ho 3.0% e ile ea phahama hanyenyane feela, 'me tekanyo e ne e le tlase hofeta kamoo ho neng ho lebelletsoe. Cheseho e ntse e le holimo, theko e nyoloha haholo, palo ea phetoho ea theko ke 50-330 yuan / ton. Mathoasong a pele, libaka tse ling tsa Shandong li ile tsa angoa ke tšitiso ea thepa le lipalangoang, 'me palo e saletseng morao ea lihlahisoa tsa bahlahisi e ne e batla e le boima, e neng e le boemong bo bohareng ho ea holimo; kaha joale libaka tse ling tsa Shandong li ne li sa koaloa, lipalangoang tsa likoloi li se li hlaphohetsoe, likhoebo tse tlase li ikemiselitse ho amohela thepa, 'me lintlafatso tsa lehae li ntlafalitse thomello, kakaretso ea thepa e theohetse maemong a tlase ho isa ho a mahareng. Ho tloha ka Labone lena, thekisetsano e kholo ea coke ea sebabole e tlase (e ka bang S1.0%) e ne e le 5130-5200 yuan/ton, 'me transaction e kholo ea coke e mahareng-sebabole (hoo e ka bang S3.0% le vanadium e phahameng) e ne e le 3050- 3600 li-yuan/ton; high-sulphur coke High vanadium coke (e nang le sulphur content e ka bang 4.5%) e na le transaction e tloaelehileng ea 2450-2600 yuan / ton.

Lehlakore la phepelo

Ho tloha ka la 10 Pulungoana, ho bile le lits'oants'o tse 12 tse koetsoeng naheng ka bophara. Bekeng ena, likarolo tse 3 tsa ho pheha li ile tsa koaloa bakeng sa ho hlokomeloa, 'me sete e 'ngoe ea lisebelisoa tsa ho pheha e ile ea kenngoa ts'ebetsong. Palo ea naha ea letsatsi le letsatsi ea coke ea petroleum e ne e le lithane tse 78,080, 'me sekhahla sa ts'ebetso ea ho pheha e ne e le 65.23%, e leng phokotseho ea 1.12% ho tloha khoeling e fetileng.

Lehlakore la tlhokeho

Ka lebaka la theko e phahameng ea coke ea petroleum sebakeng se seholo sa ho hloekisoa, likhoebo tse tlase ka kakaretso hangata ha li khothalletsoe ho amohela thepa, 'me theko ea coke ea libaka tse ling e ntse e theoha; ha e ntse e le 'marakeng oa lehae oa tlhoekiso, ha leano la thibelo ea seoa libakeng tse ling le iketlile hanyenyane, thepa le lipalangoang li ntlafetse hanyenyane, li phahametse thepa e tala ea likhoebo tse tlase. Lihlahisoa tsa peterole tsa coke li bile tlase ka nako e telele, 'me likhoebo tse tlase li na le takatso e matla ea ho reka,' me palo e kholo ea theko e entsoe 'marakeng. Bahoebi ba bang ba kene 'marakeng bakeng sa ts'ebetso ea nako e khuts'oane, e leng ntho e ntle hore theko ea petroleum coke e hloekisitsoeng e phahame.

Inventory

Thepa ea mantlha ea feme ka kakaretso ke ea karolelano, likhoebo tse tlase li rekoa ha li batloa, 'me lethathamo la kakaretso la coke ea petroleum le maemong a mahareng. Ka pholisi e nyane ea leano la thibelo ea seoa libakeng tse ling, likhoebo tse tlase li kene 'marakeng ka bongata ho reka, mme lethathamo la thepa ea lehae la petroleum coke le theohile ka kakaretso. ho isa bohareng ba tlase.

(1) Liindasteri tse tlaase

Calcined petroleum coke: Mmaraka oa petroleum coke o nang le sebabole o tlase o na le thomello e tsitsitseng bekeng ena, mme khatello ea seoa ka leboea-bochabela ho China e fokotsehile. 'Maraka oa coke o entsoeng ka sebabole o mahareng le o phahameng o hoebisitsoe hantle bekeng ena, o tšehelitsoe ke ho khutlisetsoa morao ha theko ea coke ea peterole Shandong, 'me theko ea 'maraka ea coke ea sebabole e calcined ea mahareng le e phahameng e ne e sebetsa maemong a holimo.

Tšepe: Mmaraka oa tšepe o ile oa phahama hanyane bekeng ena. Index ea Baichuan Steel Composite Index e ne e le 103.3, e nyolohile ka 1 kapa 1% ho tloha ka la 3 Pulungoana. Ka lebaka la ho angoa ke litebello tse ntle tsa 'maraka tsa seoa sena bekeng ena, bokamoso ba batho ba batšo bo ntse bo sebetsa ka matla. Theko ea 'maraka oa libaka e ile ea phahama hanyenyane,' me maikutlo a 'maraka a ntlafala hanyenyane, empa ts'ebetso ea kakaretso ha ea ka ea fetoha haholo. Mathoasong a beke, theko ea tataiso ea lichelete tsa tšepe e ne e boloka ts'ebetso e tsitsitseng. Le hoja theko ea likhofu tse tlang e ile ea phahama, khoebo ea 'maraka e ne e le teng ka kakaretso, 'me bahoebi ba bangata ba ne ba theotse thepa ea bona ka sekhukhu. Masila a tšepe a hlahisa ka mokhoa o tloaelehileng. Ka lebaka la hore bahoebi ba ile ba nka thepa qalong, khatello ea polokelo ea fektheri e ne e se khōlō, 'me khatello ea thepa e ile ea fetela tlaase. Ho fihla ha mehloli ea leboea ho nyenyane, 'me litaelo li behiloe' marakeng ka tlhokahalo. Hona joale, le hoja ts'ebetso ea 'maraka e ntlafetse, hamorao, taelo ea hona joale ea merero e ka tlaase e ntse e le botsoa, ​​boemo ba ho qala morero ha bo botle, tlhokahalo ea ho qetela ha e theohe,' me ho tsosolosoa ha nako e khutšoanyane ha mosebetsi ha ho bonolo. e sa lebelloang hore e bonahale. E-ba hlokolosi, tlhoko e ka fokotseha hamorao. Ho lebeletsoe hore litheko tsa tšepe li tla fetoha ka nako e khutšoanyane.

Anode e entsoeng esale pele

Bekeng ena, theko ea thekiso ea 'maraka oa anode oa China o ile oa lula o tsitsitse. Theko ea libaka Baichuan e ile ea eketseha hanyane, haholo ka lebaka la ho hlaphoheloa ha 'maraka oa coke ea petroleum, theko e phahameng ea sekontiri sa mashala, le tšehetso e ntle ea litšenyehelo. Mabapi le tlhahiso, likhoebo tse ngata li sebetsa ka botlalo 'me phepelo e tsitsitse. Ka lebaka la taolo ea boemo ba leholimo bo matla ba tšilafalo libakeng tse ling, tlhahiso e ameha hanyane. Aluminium ea electrolytic e tlase e qala ka boemo bo phahameng mme phepelo ea eketseha, 'me tlhoko ea li-anode tse phehiloeng e ntse e ntlafala.

Silicon tšepe

Theko ea kakaretso ea 'maraka oa tšepe ea silicon e theohile hanyane bekeng ena. Ho tloha ka la 10 Pulungoana, karolelano ea theko ea 'maraka oa tšepe ea silicon ea China e ne e le 20,730 yuan/ton, e theohile ka 110 yuan/ton ho tloha theko ka la 3 Pulungoana, e theohile ka 0.5%. Theko ea tšepe ea silicon e ile ea theoha hanyenyane qalong ea beke, haholo-holo ka lebaka la ho rekisoa ha thepa ke bahoebi ba ka boroa, 'me theko ea lihlopha tse ling tsa tšepe ea silicon e ile ea theoha; theko ea 'maraka bohareng le ho elella bofelong ba beke e ile ea lula e tsitsitse ka lebaka la ho eketseha ha litšenyehelo le ho fokotseha ha theko e tlaase. China e ka boroa-bophirimela e kene nakong ea metsi a bataletseng le a omileng, 'me theko ea motlakase e nyolohile,' me theko ea motlakase e ka 'na ea tsoela pele ho eketseha ka mor'a hore sebaka sa Sichuan se kene nakong ea komello. Lik'hamphani tse ling li rerile ho koala libōpi tsa tsona; Sebaka sa Yunnan se ntse se tsoela pele ho ba le li-curbs tsa motlakase, 'me tekanyo ea ho fokotsa matla e matlafalitsoe. Haeba boemo bo futsanehile, sebōpi se ka 'na sa koaloa hamorao,' me tlhahiso ea kakaretso e tla fokotseha; taolo ea seoa Xinjiang e laoloa ka thata, ho tsamaisa thepa e tala ho thata le basebetsi ha baa lekana, 'me tlhahiso ea likhoebo tse ngata e ameha kapa e koaloa ho fokotsa tlhahiso.

Samente

Theko ea thepa e tala 'marakeng oa naha ea samente e holimo,' me theko ea samente e nyoloha haholo 'me e theoha tlaase. Ka karolelano theko ea 'maraka oa samente oa naha tabeng ena ke 461 yuan / ton,' me theko e tloaelehileng ea 'maraka bekeng e fetileng e ne e le 457 yuan / ton, e leng 4 yuan / tonne e phahameng ho feta theko e tloaelehileng ea' maraka oa samente bekeng e fetileng. Khafetsa, libaka tse ling li laoloa ka thata, motsamao oa basebetsi le lipalangoang li thibetsoe, 'me tsoelo-pele ea kaho e ka ntle e theohile. Mmaraka o sebakeng se ka leboea o boemong bo fokolang haholo. Ha boemo ba leholimo bo ntse bo bata, 'maraka o kene nakong ea khale,' me merero e mengata e koetsoe ka bonngoe. Ke merero e seng mekae feela ea bohlokoa e behiloeng kemisong, 'me palo ea thomello ka kakaretso e nyane. Ka lebaka la ho phahama ha litheko tsa mashala sebakeng se ka boroa, litheko tsa tlhahiso ea likhoebo li nyolohile, 'me likhoebo tse ling li kentse tšebetsong ho koaloa ha libopi ka mokhoa o makatsang, tse nyolositseng litheko tsa samente libakeng tse ling. Ka kakaretso, litheko tsa naha tsa samente li nyolohile ebile li theohile.

(2) Maemo a maraka a koung

Bekeng ena, karolelano ea letsatsi le letsatsi ea thomello ea likou tse kholo e ne e le lithane tse 28,200, 'me kakaretso ea thepa ea boema-kepe e ne e le lithane tse 2,104,500, keketseho ea 4.14% ho tloha khoeling e fetileng.

Bekeng ena, coke ea peterole e tsoang kantle ho naha e tsepamisitsoe haholo Boema-kepeng ba Shandong Rizhao, Weifang Port, Qingdao Port Dongjiakou le likoung tse ling. Thepa ea petcoke ea boema-kepe e ntse e eketseha. Hajoale, sebaka sa Dongying ha se sa thijoa, 'me thomello ea Guangli Port e khutletse setloaeling. Boema-kepe ba Rizhao, Weifang Port, joalo-joalo. Thomello e ntse e potlakile. Bekeng ena, theko ea petroleum coke e hloekisitsoeng e eketsehile ka potlako, khoebo ea petroleum coke boema-kepeng e ntlafetse, 'me thepa le lipalangoang libakeng tse ling li ntlafetse. Ka lebaka la tlhahiso e tlase e tsoelang pele ea coke e tala ea petroleum le tšusumetso e pheta-phetoang ea seoa sena, likhoebo tse tlase li susumelletseha ho bokella le ho tlatsa metšoasong. , tlhoko ea petroleum coke e ntle; hajoale, boholo ba coke ea peterole e fihlang boema-kepe e rekisitsoe esale pele, 'me lebelo la phano ea boema-kepe le batla le potlakile. Mabapi le coke ea mafura, mokhoa oa ho latela litheko tsa mashala a malapeng o ntse o sa hlaka. Likhoebo tse ling tsa silicon carbide tse tlase li thibetsoe ke ts'ireletso ea tikoloho mme li sebelisa lihlahisoa tse ling (mashala a hloekisitsoeng) ho nka sebaka sa tlhahiso ea coke e phahameng ea sulfur projectile. Ho romelloa 'marakeng ha coke ea sebabole e tlaase le e mahareng e ne e tsitsitse, 'me litheko li ne li tsitsitse ka nakoana. Theko ea theko ea Formosa coke e ile ea tsoela pele ho nyoloha khoeling ena, empa ka lebaka la maemo a kakaretso a 'maraka a tšepe ea silicon, sebaka sa Formosa coke se ne se rekisoa ka theko e tsitsitseng.

Ka Tšitoe 2022, Formosa Petrochemical Co., Ltd. e hapile kopo ea sekepe se le seng sa petroleum coke. Teko e tla thakgolwa ka la 3 Pudungwana (Labone), mme nako ya ho kwala kopo e tla ba ka 10:00 ka la 4 Pudungwana (Labohlano).

Karolelano ea theko ea theko e hapileng (FOB) e ka ba US$297/ton; letsatsi la thomello ke ho tloha ka la 27 Tšitoe ho isa ho la 29 Tšitoe 29,2022 ho tloha Mailiao Port, Taiwan, 'me palo ea coke ea peterole ka sekepe e ka ba lithane tse 6500-7000,' me litaba tsa sebabole li ka ba 9%. Theko ea ho reka ke FOB Mailiao Port.

Theko ea CIF ea US sulfur 2% projectile coke ka November e ka ba lidolara tse 350 tsa US / ton. Theko ea CIF ea US sulphur 3% projectile coke ka November e ka bang 295-300 lidolara tsa US / ton. US S5% -6% high-sulphur projectile coke ka November e na le theko ea CIF e ka bang $200-210/ton, 'me theko ea coke ea Saudi projectile ka November e ka bang $190-195/ton. Theko e tloaelehileng ea FOB ea coke ea Taiwan ka December 2022 e ka ba $297/ton.

Pono ea 'maraka

Low-sulphur petroleum coke: Ka lebaka la ho angoa ke seoa sena le lintlha tse ling, likhoebo tse ling tse tlase li batla li fokola ho amohela thepa. Baichuan Yingfu o lebeletse hore theko ea 'maraka ea coke e tlaase ea sebabole e tla lula e tsitsitse' me e tsamaee hanyenyane bekeng e tlang, ka liphetoho tsa motho ka mong tse ka bang RMB 100/ton. Coke ea petroleum e bohareng le e phahameng ea sebabole: E angoa ke ho fokotseha ha li-unit tsa ho pheha le boleng bo fapaneng ba oli e tala e tsoang kantle ho naha, 'maraka ka kakaretso o mahareng le o phahameng oa sebabole oa coke ea petroleum e nang le li-trace elements tse betere (vanadium <500) e haella, ha phepelo ea coke ea petroleum e phahameng ea vanadium e le ngata 'me thepa e tsoang kantle ho naha e tlatselletsoa ho feta. Kamore ea ho latela ea ho hōla e lekanyelitsoe, kahoo Baichuan Yingfu o lebeletse hore theko ea petroleum coke e nang le lintlha tse molemo tsa trace (vanadium <500) e ntse e e-na le sebaka sa ho phahama, sebaka se ka bang 100 yuan / ton, theko ea high-vanadium. petroleum coke e tsitsitse haholo-holo, 'me litheko tse ling tsa coke li ka har'a ho feto-fetoha ho fokolang.


Nako ea poso: Nov-11-2022