Tirohanga whānui o te mākete
I tēnei wiki, i wehea ngā tukunga katoa o te mākete kōka hinu. I tēnei wiki, kāore i araia te rohe o Dongying o te Porowini o Shandong, ā, he nui te hihiri ki te whiwhi taonga mai i te awa. Hei tāpiri, kua heke te utu o te kōka hinu i roto i ngā whare hanga hinu ā-rohe, ā, kua heke iho ki te utu o te awa. He kaha te hoko a te awa me te hoko kōka o te rohe. I tīmata te pikinga o te utu; he nui tonu ngā utu o ngā whare hanga hinu matua, ā, he iti ake te hihiri o te awa ki te whiwhi taonga, ā, i heke tonu te utu o te kōka hinu i roto i ētahi whare hanga hinu. I tēnei wiki, i hokohoko ngā whare hanga hinu a Sinopec i te utu pumau. I heke ētahi utu kōka o ngā whare hanga hinu a PetroChina mā te 150-350 yuan/tana, ā, i heke iho ētahi utu kōka a CNOOC mā te 100-150 yuan/tana. I mutu te heke o te kōka hinu a ngā whare hanga hinu ā-rohe, ā, i hoki anō ki te taumata teitei. I waenganui i te 50-330 yuan/tana.
Te tātari i ngā āhuatanga e pā ana ki te mākete kōka hinu i tēnei wiki
Coke hinu whanariki waenga me te teitei
1. Mō te tuku, ka kati te wāhanga kōka o Yanshan Petrochemical i te Raki o Haina mō ngā rā e 8 mai i te 4 o Noema, ko Tianjin Petrochemical ia e matapaetia ana ka heke te hoko o waho o te kōka hinu i tēnei marama. Nō reira, ka heke te tuku whānui o te kōka hinu whanariki-nui i te Raki o Haina, ā, ka kaha ake te hihiri o te taha raro ki te kohi taonga. Kua kati te wāhanga kōka hinu Jingmen Petrochemical i te rohe taha awa mō ngā mahi tiaki i tēnei wiki. Hei tāpiri, kua kati te wāhanga kōka hinu Anqing Petrochemical mō ngā mahi tiaki. He iti tonu ngā rauemi kōka hinu whanariki-waenga i te rohe taha awa; kei te pumau tonu te utu o te rohe raki-mā-uru o PetroChina i tēnei wiki. He pumau te tuku katoa, ā, he iti te rarangi o ia whare whakahinuhinu; kua mutu te hekenga o te utu o te kōka hinu i ngā whare whakahinuhinu ā-rohe, ā, kua hoki anō ki runga. Mai i te mutunga o te wiki kua hipa, kua wetekina te rohe whakahaere tūmau i ētahi wāhi o Shandong, kua ora haere ngā mahi kawe me ngā mahi kawe waka, ā, kua roa te wā e iti ana te rarangi o ngā umanga taha raro. , He nui te hihiri ki te whiwhi taonga, ā, ko te whakahekenga whānui o ngā taonga kōka hinu i roto i ngā whare hanga hinu kua akiaki i te pikinga tonu o ngā utu kōka hinu kua hanga. 2. Mō te tono o raro, kua paku whakangāwarihia te kaupapa here ārai mate urutā i ētahi rohe, ā, kua paku ora ake ngā mahi kawe me te kawe. I runga i te iti o ngā taonga kōka hinu mō te wā roa, ko ngā rauemi mata o ngā umanga o raro, he kaha te hiahia o ngā umanga o raro ki te hoko, ā, he maha ngā hoko kei te mākete. 3. Mō ngā tauranga, ko te kōka hinu kawemai i tēnei wiki kei te nuinga o te wā kei Shandong Rizhao Port, Weifang Port, Qingdao Port Dongjiakou me ētahi atu tauranga, ā, kei te piki haere tonu ngā taonga kōka hinu o te tauranga. I tēnei wā, kua wetekina te rohe o Dongying, kua hoki te tauranga o Guangli ki ngā tuku noa, ā, kua hoki te tauranga o Rizhao ki te noa. , kei te tere tonu te tere tuku o te tauranga o Weifang, me ētahi atu. Kōka hinu iti-whanariki: I hokohoko tonu te mākete kōka hinu iti-whanariki i tēnei wiki, me ētahi whare hanga hinu e whakarerekē ana i ngā mea iti. I te taha tono, he pai te tuku whānui o te mākete hiko kino o raro, ā, he pumau te tono mō te kōka hinu iti-whanariki; kei te noho pūmau tonu te tono mākete mō ngā hiko karāpeti; kei te taumata tiketike tonu te hanganga o te umanga waro mō te konumohe, ā, he iti noa te kawe a ngā kamupene takitahi nā te mate urutā. Mō ngā taipitopito mākete i tēnei wiki, he pumau te utu o te kōka hinu Daqing Petrochemical i te Tai Rāwhiti o Haina, ā, ka hokona i te utu kua whakamanahia mai i te 6 o Noema; Hokonga, kua wetekina ngā rohe marino o te mate urutā tetahi i muri i tetahi, ā, kua whakamamahia te pēhanga ki runga i te kawe; kua heke te utu tono hou a Liaohe Petrochemical i tēnei wiki ki te 6,900 yuan/tana; kua whakahekehia te utu kōka hinu a Jilin Petrochemical ki te 6,300 yuan/tana; Te tono tono mō te kōka hinu a Dagang Petrochemical i te Tai Rāwhiti o Haina. I pumau ngā utu mō te CNOOC Asphalt (Binzhou) me te Taizhou Petrochemical pet coke a te CNOOC i tēnei wiki, engari i paku heke iho ngā utu mō te Huizhou me te Zhoushan petrochemical pet coke, ā, kāore i raro i te pēhanga ngā tukunga katoa o ngā whare whakahinuhinu.
I tēnei wiki, kua mutu te hekenga o te utu o te mākete kōka hinu kua whakamātauhia o te rohe, ā, kua hoki anō ki te taumata teitei. I te tīmatanga, nā te whakahaere pūmau o ētahi rohe i Shandong, kāore i maeneene te whakahaere me te kawe waka, ā, i tino whakararuraruhia te kawe waka. Nō reira, i tino nui rawa te taonga o te kōka hinu i roto i te whare whakamātauhia o te rohe, ā, i kitea te pānga ki te utu o te kōka hinu kua whakamātauhia o te rohe. Mai i te mutunga wiki, kua kore rawa ngā rohe whakahaere pūmau i ētahi wāhi o Shandong e ārai, kua āta ora ake ngā whakahaere me te kawe waka, ā, kua roa te noho iti o te taonga o ngā umanga o raro iho. Heoi, nā te pānga o te maha o ngā kōka hinu kawemai e tae mai ana ki Hong Kong me te hekenga o ngā tohu whānui o te kōka hinu kua whakamātauhia o te rohe, he paku piki ake te utu o te kōka hinu me te whanariki i runga ake i te 3.0%, ā, he iti iho te utu i te mea i tumanakohia. Kei te teitei tonu te hihiri, kei te piki tere te utu, ko te awhe whakatikatika utu he 50-330 yuan/tana. I te tīmatanga, i pāngia ētahi rohe o Shandong e te aukati i ngā mahi kawe waka me te kawe waka, ā, he nui rawa te nui o ngā taonga a ngā kaihanga, he taumata waenga-ki-teitei; nā te mea kua wetekina ētahi rohe o Shandong, kua ora ake te kawe waka, kua kaha ake te hihiri o ngā umanga o raro ki te whiwhi taonga, ā, kua whakapai ake ngā whare hanga hinu ā-rohe i ngā tuku, kua heke te nui o ngā taonga ki ngā taumata iti ki te waenga. I tēnei Rāpare, ko te tauhokohoko matua o te kōka iti-whanariki (tata ki te S1.0%) he 5130-5200 yuan/tana, ā, ko te tauhokohoko matua o te kōka waenga-whanariki (tata ki te S3.0% me te vanadium teitei) he 3050-3600 yuan/tana; kōka nui-whanariki Ko te kōka vanadium teitei (me te ihirangi whanariki tata ki te 4.5%) he tauhokohoko matua o te 2450-2600 yuan/tana.
taha tuku
I te 10 o Noema, e 12 ngā kati ā-tau o ngā waeine kōka puta noa i te motu. I tēnei wiki, e 3 ngā waeine kōka hou i katihia mō te tiaki, ā, i tīmatahia tētahi atu huinga waeine kōka. Ko te putanga ā-motu o te kōka hinu he 78,080 tana, ā, ko te tere whakahaere kōka he 65.23%, he hekenga o te 1.12% mai i te marama o mua.
Te taha tono
Nā te nui o te utu o te kōka hinu i roto i te whare hanga hinu matua, ko ngā umanga o raro iho kāore i te tino hihiri ki te whiwhi taonga, ā, kei te heke tonu te utu o te kōka o ētahi whare hanga hinu; i te mākete hanga hinu ā-rohe, i te mea kua whakangawarihia te kaupapa here ārai mate urutā i ētahi rohe, kua paku ora ake ngā mahi kawe me ngā mahi kawe waka, ā, kua tāpirihia ngā rauemi mata o ngā umanga o raro iho. Kua roa te iti o ngā taonga kōka hinu, ā, he kaha te hiahia o ngā umanga o raro iho ki te hoko, ā, he maha ngā hoko kua mahia i te mākete. Kua uru ētahi kaihokohoko ki te mākete mō ngā mahi poto, he mea pai tēnei mō te pikinga o te utu o te kōka hinu kua whakangawarihia.
Taonga
Ko ngā utaina a te whare whakarewa hinu matua he toharite noa iho, ka hoko mai ngā umanga o raro i te tono, ā, ko te nui o ngā rawa kōka hinu kei te taumata toharite. Nā te whakangāwaritanga o te kaupapa here ārai mate urutā i ētahi rohe, kua uru mai ngā umanga o raro ki te mākete i roto i ngā rahinga nui hei hoko, ā, kua heke katoa te nui o ngā rawa kōka hinu o te whare whakarewa hinu ā-rohe ki te taumata waenga-iti.
(1) Ngā ahumahi o raro
Koka hinu whakapūkara: He pumau ngā tukunga o te mākete koka hinu whakapūkara iti-whanariki i tēnei wiki, ā, kua heke te pēhanga mate urutā i te raki-mā-rāwhiti o Haina. I pai te hokohoko o te mākete koka hinu whakapūkara waenga me te whanariki teitei i tēnei wiki, i tautokona e te pikinga o te utu o te koka hinu i Shandong, ā, kei te rere te utu mākete o te koka hinu whakapūkara waenga me te whanariki teitei i te taumata teitei.
Rino: I piki ake te mākete rino i tēnei wiki. Ko te Baichuan Steel Composite Index he 103.3, he pikinga 1, 1% rānei mai i te 3 o Noema. Nā te pānga o ngā tumanakohanga pai a te mākete mō te mate urutā i tēnei wiki, kei te kaha te rere o ngā taonga pango ā-mua. I piki ake te utu mākete i te wā kotahi, ā, i pai ake te wairua o te mākete, engari kāore i tino rerekē te tauwhitinga whānui. I te tīmatanga o te wiki, i mau tonu te utu ārahi o ngā mira rino i te nuinga o te wā. Ahakoa i piki ake te utu o ngā ngata ā-mua, he whānui te tauwhitinga mākete, ā, kua whakaitihia pukutia e te nuinga o ngā kaihokohoko ā rātou uta. Kei te whakaputa noa ngā mira rino. Nā te mea i tangohia e ngā kaihokohoko ngā taonga i te wā tōmua, kāore i nui te pēhanga ki te whare putunga wheketere, ā, kua neke te pēhanga ki te taonga ki raro. He iti te taenga mai o ngā rauemi o te raki, ā, ko ngā ota ka tukuna ki te mākete i runga i te tono. I tēnei wā, ahakoa kua pai ake te whakawhitiwhitinga mākete, i te wāhanga whakamutunga, he puhoi te raupapa o ngā kaupapa o muri mai, kāore i te pai te āhua o te tīmatanga o te kaupapa, kāore i te maeneene te tono mō te taunga rererangi, ā, kāore e tika ana kia kitea te tīmatanga anō o te mahi mō te wā poto. Kia tūpato, tera pea ka heke te tono ā muri ake nei. E tika ana kia rerekē ngā utu maitai i te wā poto.
Anode kua tunua i mua
I tēnei wiki, i noho pūmau tonu te utu tauwhitinga o te mākete anode kua tunua i Haina. I piki paku te utu wāhi i Baichuan, nā te whakaoranga o te mākete coke hinu, te utu nui o te pitch tar waro, me te tautoko pai ake o te utu. Mō te whakaputanga, he maha ngā umanga kei te mahi i te kaha katoa, ā, he pūmau te tuku. Nā te whakahaere i te parahanga nui o te rangi i ētahi wāhi, he paku pāngia te whakaputanga. Ka tīmata te konumohe hiko i raro i te awa i te taumata teitei, ā, ka piki ake te tuku, ā, kei te piki haere tonu te hiahia mō ngā anode kua tunua.
konganuku silicon
I paku heke te utu whānui o te mākete whakarewa silicon i tēnei wiki. I te 10 o Noema, ko te utu tohutoro toharite o te mākete whakarewa silicon o Haina he 20,730 yuan/tana, he hekenga 110 yuan/tana mai i te utu i te 3 o Noema, he hekenga o te 0.5%. I paku heke te utu o te whakarewa silicon i te tīmatanga o te wiki, nā te hoko taonga a ngā kaihokohoko o te tonga te nuinga, ā, i heke te utu o ētahi momo whakarewa silicon; i noho pumau tonu te utu mākete i waenganui me te mutunga o te wiki nā te pikinga o te utu me te iti o ngā hoko i raro iho. Kua uru te tonga-mā-uru o Haina ki tētahi wā o te wai papatahi me te maroke, ā, kua piki ake ngā utu hiko, ā, tera pea ka piki tonu te utu o te hiko i muri i te urunga o te rohe o Sichuan ki te wā maroke. Kei te whakamahere ētahi kamupene ki te kati i ā rātou oumu; kei te haere tonu te rohe o Yunnan ki te aukati hiko, ā, kua kaha ake te taumata whakaiti hiko. Mena he kino te āhua, tera pea ka kati te oumu i te wāhanga whakamutunga, ā, ka whakaitihia te putanga whānui; He tino kaha te whakahaere i te mate urutā i Xinjiang, he uaua te kawe i ngā rauemi mata, ā, he iti noa ngā kaimahi, ā, kua pāngia te nuinga o ngā umanga e te mahi whakaputa, e kati ana rānei kia iti ai te mahi whakaputa.
Sima
He nui te utu o ngā rauemi mata i te mākete sima ā-motu, ā, he nui ake te pikinga me te hekenga o te utu sima. Ko te utu toharite o te mākete sima ā-motu i tēnei putanga ko te 461 yuan/tana, ā, ko te utu mākete toharite o te wiki kua hipa ko te 457 yuan/tana, he 4 yuan/tana teitei ake i te utu toharite o te mākete sima i te wiki kua hipa. He maha ngā wā, he tino kaha te whakahaere i ētahi rohe, he iti te nekehanga o ngā kaimahi me te kawe waka, ā, kua puhoi te ahunga whakamua o te hanganga o waho. Kei roto te mākete i te rohe raki i te āhua ngoikore. I te makariri o te rangi, kua uru te mākete ki te wā kore mahi tuku iho, ā, kua kati te nuinga o ngā kaupapa tetahi i muri i tetahi. He torutoru noa ngā kaupapa matua kei te wātaka, ā, he iti te rahinga tuku katoa. Nā te pikinga o ngā utu waro i te rohe tonga, kua piki ake ngā utu whakaputa o ngā umanga, ā, kua whakatinanahia e ētahi umanga ngā kati oumu, ā, kua piki ake ngā utu sima i ētahi rohe. I te nuinga, kua piki ake, kua heke iho ngā utu sima ā-motu.
(2) Ngā āhuatanga o te mākete tauranga
I tēnei wiki, ko te toharite o ngā uta o ia rā mō ngā tauranga nui he 28,200 tana, ā, ko te tapeke o ngā taonga o te tauranga he 2,104,500 tana, he pikinga ake tēnei o te 4.14% mai i te marama o mua.
I tēnei wiki, ko te nuinga o ngā kōka hinu kawemai kei te tauranga o Shandong Rizhao, te tauranga o Weifang, te tauranga o Qingdao, Dongjiakou me ētahi atu tauranga. Kei te piki haere tonu ngā taonga kōka hinu o te tauranga. I tēnei wā, kua wetekina te rohe o Dongying, ā, kua hoki anō te tuku o te tauranga o Guangli ki te āhua noa. Ko te tauranga o Rizhao, ko te tauranga o Weifang, me ētahi atu. Kei te tere tonu te tuku kaipuke. I tēnei wiki, kua tere te pikinga o te utu o te kōka hinu kua whakapaia, kua pai ake te hokohoko o te kōka hinu i ngā tauranga, ā, kua ora anō te kawe waka me te kawe waka i ētahi wāhi. Nā te iti tonu o ngā taonga kōka hinu mata me te pānga tonu o te mate urutā, kua kaha ake te hihiri o ngā umanga o raro ki te hoko me te whakakī anō i ngā taonga. , he pai te tono mō te kōka hinu; i tēnei wā, ko te nuinga o ngā kōka hinu e tae mai ana ki te tauranga kua hokona i mua, ā, he tere te tere tuku o te tauranga. Mō te kōka wahie, kāore anō kia mārama te ia o ngā utu waro o te motu. Ko ētahi o ngā umanga silicon carbide o raro iho e herea ana e te tiaki taiao, ā, e whakamahi ana i ētahi atu hua (waro kua horoia) hei whakakapi i te hanga coke whakarewa whanariki nui. He pumau ngā tukunga mākete o te coke whakarewa whanariki iti me te waenga, ā, he pumau ngā utu mō tētahi wā poto. I piki haere tonu te utu tono mō te coke Formosa i tēnei marama, engari nā ngā āhuatanga whānui o te mākete o te konganuku silicon, i hokohokohia te coke Formosa i te utu pumau.
I te Hakihea 2022, i toa a Formosa Petrochemical Co., Ltd. i te tono mō te kaipuke kotahi o te hinu kōka. Ka tīmata te tono i te 3 o Noema (Rāpare), ā, ko te wā kati tono ko te 10:00 i te 4 o Noema (Paraire).
Ko te utu toharite mō te tono toa (FOB) he tata ki te US$297/tana; ko te rā tuku mai i te 27 o Hakihea, 2022 ki te 29 o Hakihea, 2022 mai i te Tauranga o Mailiao, Taiwan, ā, ko te nui o te kōka hinu mō ia kaipuke he tata ki te 6500-7000 tana, ā, ko te nui o te whanariki he tata ki te 9%. Ko te utu tono he FOB Tauranga o Mailiao.
Ko te utu CIF mō te kōka whanariki 2% o Amerika i te marama o Noema he tata ki te 350 tāra US/tēne. Ko te utu CIF mō te kōka whanariki 3% o Amerika i te marama o Noema he tata ki te 295-300 tāra US/tēne. Ko te utu CIF mō te kōka whanariki teitei S5%-6% o Amerika i te marama o Noema he tata ki te $200-210/tēne, ā, ko te utu mō te kōka Saudi i te marama o Noema he tata ki te $190-195/tēne. Ko te utu FOB toharite mō te kōka Taiwana i te marama o Tīhema 2022 he tata ki te US$297/tēne.
Tirohanga mākete
Koka hinu iti-whanariki: Nā te pānga o te mate urutā me ētahi atu āhuatanga, kāore i te tino hihiri ētahi umanga o raro ki te whiwhi taonga. E matapaetia ana e Baichuan Yingfu ka noho pumau te utu mākete o te koka hinu iti-whanariki, ā, ka neke paku i te wiki e tū mai nei, me ngā whakarerekētanga takitahi tata ki te RMB 100/tana. Koka hinu waenga-whanariki me te nui-whanariki: Nā te pānga o te wā mutu o ngā waeine koka me te kounga rerekē o te hinu mata kawemai, he iti te tuku o te mākete whānui o te koka hinu waenga-whanariki me te nui-whanariki me ngā huānga iti ake (vanadium <500), engari he nui te tuku o te koka hinu vanadium nui, ā, he nui ake te tāpiritanga o ngā kawemai. He iti te wāhi whai muri mō te tipu, nō reira e matapaetia ana e Baichuan Yingfu he wāhi tonu hei piki ake te utu o te koka hinu me ngā huānga iti ake (vanadium <500), tata ki te 100 yuan/tana te awhe, he pumau te utu o te koka hinu vanadium nui, ā, kei roto i te awhe whaiti te piki haere o ētahi utu koka.
Wā tuku: Whiringa-ā-rangi 11-2022