Uyu munsi Ibicuruzwa bya Carbone Ibiciro 2022.11.11

Incamake y'isoko

Muri iki cyumweru, ibicuruzwa rusange byoherejwe na peteroli ya kokiya yagabanijwe. Muri iki cyumweru agace ka Dongying mu Ntara ya Shandong karahagaritswe, kandi ishyaka ryo kwakira ibicuruzwa biva hepfo byari byinshi. Byongeye kandi, igiciro cya peteroli ya kokiya mu nganda zaho cyagabanutse, kandi ahanini cyamanutse ku giciro cyo hasi. Inzira yo hasi igura cyane hamwe na kokisi yaho. Igiciro cyatangiye kuzamuka; inganda nyamukuru zakomeje kugira ibiciro bihanitse, kandi epfo na ruguru ntizashishikajwe no kwakira ibicuruzwa, kandi igiciro cya kokiya ya peteroli munganda zimwe na zimwe cyakomeje kugabanuka. Kuri iki cyumweru, uruganda rwa Sinopec rwagurishijwe ku giciro gihamye. Ibiciro bimwe bya kokiya yinganda za PetroChina byagabanutseho 150-350 yu / toni, naho inganda zimwe na zimwe za CNOOC zagabanije ibiciro bya kokiya 100-150 yu / toni. Ibikomoka kuri peteroli byaho byahagaritswe kugwa no kongera kwiyongera. Urutonde 50-330 Yuan / toni.

Isesengura ryibintu bigira ingaruka ku isoko rya peteroli ya kokiya muri iki cyumweru

Kokiya ya peteroli yo hagati hamwe na kokiya nyinshi

1. Ku bijyanye no gutanga, ishami rya kokiya rya Yanshan Petrochemical mu majyaruguru y’Ubushinwa rizahagarikwa kugira ngo ryitungwe mu gihe cy’iminsi 8 guhera ku ya 4 Ugushyingo, mu gihe Tianjin Petrochemical iteganya ko kugurisha hanze ya kokiya ya peteroli bizagabanuka muri uku kwezi. Kubwibyo, muri rusange itangwa rya peteroli nyinshi ya peteroli ya kokiya mu majyaruguru y’Ubushinwa izagabanuka, kandi epfo izashishikarizwa gufata ibicuruzwa. Muri iki cyumweru, uruganda rukora peteroli rwa Jingmen ruherereye mu ruzi rwahagaritswe kugira ngo rushobore kubungabungwa muri iki cyumweru. Byongeye kandi, Ankinging Petrochemical coking unit yarafunzwe kugirango ibungabunge. Amikoro ya peteroli ya kokoro yo hagati ya kokiya mu gice cyinzuzi aracyakomeye; igiciro cyakarere ka PetroChina mumajyaruguru yuburengerazuba buracyahagaze neza muri iki cyumweru. Muri rusange ibyoherejwe birahagaze neza, kandi ibarura rya buri ruganda ruri hasi; igiciro cya kokiya ya peteroli munganda zaho zahagaritse kugabanuka no kongera kwiyongera. Kuva mu mpera z'icyumweru gishize, agace gashinzwe imicungire ihamye mu bice bimwe na bimwe bya Shandong byafunzwe ahanini, ibikoresho ndetse n’ubwikorezi byagarutsweho buhoro buhoro, kandi ibarura ry’inganda zo hasi ryabaye ku rwego rwo hasi igihe kirekire. , Ishyaka ryo kwakira ibicuruzwa ni ryinshi, kandi kugabanuka muri rusange ibarura rya peteroli ya kokiya mu nganda zatumye habaho kuzamuka kwizamuka ry’ibiciro bya peteroli yatunganijwe neza. 2. Ku bijyanye n’ibisabwa hasi, politiki yo gukumira icyorezo mu turere tumwe na tumwe yaroroheje gato, kandi ibikoresho no gutwara abantu byagarutse gato. Kurenza igihe kirekire kubarura peteroli ya kokiya, ibikoresho fatizo byinganda zo hasi, ibigo byo hasi bifite ubushake bukomeye bwo kugura, kandi umubare munini wubuguzi bikozwe kumasoko. 3. Ku bijyanye n’ibyambu, kokiya ya peteroli yatumijwe mu mahanga muri iki cyumweru yibanda cyane ku cyambu cya Shandong Rizhao, icyambu cya Weifang, icyambu cya Qingdao Dongjiakou n’ibindi byambu, kandi ibarura ry’ibikomoka kuri peteroli ku cyambu rikomeje kwiyongera. Kugeza ubu, agace ka Dongying karafunzwe, icyambu cya Guangli cyasubiye mu bicuruzwa bisanzwe, naho icyambu cya Rizhao gisubira mu buryo. , Icyambu cya Weifang, nibindi umuvuduko wo gutanga uracyarihuta. Kokiya ya peteroli nkeya ya peteroli: Isoko rya peteroli ya peteroli ya sukure nkeya yagurishijwe muri iki cyumweru, hamwe n’inganda zimwe na zimwe zahinduye bike. Kuruhande rwibisabwa, isoko rusange ryisoko rya electrode ribi ryemewe riremewe, kandi nibisabwa na kokiya ya peteroli nkeya ya peteroli ihagaze neza; isoko ryisoko rya electrode ya grafite ikomeje kuba nziza; kubaka inganda za karubone kuri aluminiyumu biracyari ku rwego rwo hejuru, kandi amasosiyete ku giti cye afite aho agarukira mu bwikorezi kubera icyorezo. Ku bijyanye n’isoko ku cyumweru, igiciro cya peteroli ya Daqing Petrochemical coke mu majyaruguru y’Uburasirazuba bw’Ubushinwa kirahagaze kandi kizagurishwa ku giciro cyemewe guhera ku ya 6 Ugushyingo; Igurishwa, uduce tw’icyorezo-hatuje twarafunzwe nyuma, kandi igitutu cyo gutwara abantu cyaragabanutse; Liaohe Petrochemical iheruka gutanga isoko muri iki cyumweru yagabanutse kugera kuri 6.900 Yuan / toni; Igiciro cya kokiya ya Jilin Petrochemical cyamanutse kugera kuri 6.300 Yuan / toni; Dagang Petrochemical peteroli ya kokiya mu majyaruguru yUbushinwa. CNOOC ya CNOOC Asphalt (Binzhou) na Taizhou Petrochemical Petrochemical pet coke cok kuri iki cyumweru, mugihe Huizhou na Zhoushan ibikomoka kuri peteroli y’ibikomoka kuri peteroli byagabanutseho gato, kandi muri rusange ibyoherezwa mu nganda ntibyari byotswa igitutu.

Muri iki cyumweru, igiciro cy’isoko rya peteroli ya peteroli yatunganijwe cyahagaritswe kugabanuka no kongera kwiyongera. Mu ntangiriro, kubera imicungire ihamye y’uturere tumwe na tumwe twa Shandong, ibikoresho no gutwara abantu ntibyari byoroshye, kandi gutwara imodoka byarabangamiye cyane. Kubera iyo mpamvu, ibarura rusange rya kokiya ya peteroli mu ruganda rwaho ryaruzuye cyane, kandi ingaruka ku giciro cya peteroli yatunganijwe neza. . Kuva mu mpera z'icyumweru, uduce tw’imicungire ihamye mu bice bimwe na bimwe bya Shandong twafunzwe ahanini, ibikoresho ndetse n’ubwikorezi byagarutsweho buhoro buhoro, kandi ibarura ry’inganda zo hasi ryabaye ku rwego rwo hasi igihe kirekire. . Icyakora, kubera ingaruka z’igitigiri kinini cya peteroli yatumijwe mu mahanga igera muri Hong Kong no kwangirika kw’ibipimo rusange byerekana kokoro ya peteroli yo mu karere, igiciro cya kokiya ya peteroli hamwe na sulferi iri hejuru ya 3.0% cyazamutseho gato, kandi igipimo cyari munsi y'ibyateganijwe. Ishyaka riracyari hejuru, igiciro kizamuka cyane, igipimo cyo guhindura ibiciro ni 50-330 yuan / toni. Mu cyiciro cya mbere, uduce tumwe na tumwe twa Shandong twibasiwe n’inzitizi y’ibikoresho no gutwara abantu, kandi ibarura ry’ibicuruzwa byakozwe byari bikomeye cyane, byari ku rwego rwo hagati kugeza hejuru; ubu ko uduce tumwe na tumwe two muri Shandong twafunzwe, ubwikorezi bw’imodoka bwaragaruwe, inganda zo hasi zirashishikarizwa kwakira ibicuruzwa, kandi n’inganda zikora inganda zahinduye ibicuruzwa, ibicuruzwa byose byagabanutse kugeza ku rwego rwo hagati. Guhera kuri uyu wa kane, igicuruzwa nyamukuru cya kokiya ya sulfure nkeya (hafi S1.0%) yari 5130-5200 yuan / toni, naho kugurisha kwinshi kwa kokiya yo hagati (hafi S3.0% na vanadium ndende) yari 3050- 3600 Yuan / toni; kokiya-sulfure nyinshi Coke ya vanadium (hamwe na sulferi igera kuri 4.5%) ifite igicuruzwa rusange cya 2450-2600 yuan / toni.

Gutanga uruhande

Kugeza ku ya 10 Ugushyingo, mu gihugu hose habaye ihagarikwa rya buri gihe ry’imashini za kokiya. Muri iki cyumweru, ibice 3 bishya byokunywa byafunzwe kugirango bibungabungwe, ikindi gice cyokunywa kokisi cyashyizwe mubikorwa. Umusaruro wa buri munsi mu gihugu wa peteroli ya kokiya wari toni 78.080, naho igipimo cya kokiya kikaba 65.23%, cyaragabanutseho 1,12% ugereranije n’ukwezi gushize.

Uruhande rusaba

Bitewe nigiciro kinini cya kokiya ya peteroli mu ruganda runini, inganda zo hasi muri rusange ntizishishikajwe no kwakira ibicuruzwa, kandi igiciro cya kokiya yinganda zimwe na zimwe zikomeje kugabanuka; mu gihe ku isoko ryo gutunganya ibicuruzwa byaho, kubera ko politiki yo gukumira icyorezo mu turere tumwe na tumwe yorohewe gato, ibikoresho ndetse n’ubwikorezi byagaruye gato, birenze ibikoresho fatizo by’inganda zo hasi. Ibicuruzwa bikomoka kuri peteroli bya peteroli bimaze igihe kinini, kandi ibigo byo hasi bifite icyifuzo gikomeye cyo kugura, kandi byinshi byaguzwe ku isoko. Bamwe mu bacuruzi binjiye ku isoko kugira ngo bakore ibikorwa by'igihe gito, bikaba byiza ko igiciro cya peteroli yatunganijwe kizamuka.

Ibarura

Ibicuruzwa nyamukuru byoherezwa muri rusange ni impuzandengo, ibigo byo hasi bigura kubisabwa, kandi ibarura rusange rya peteroli ya kokiya iri murwego rwo hagati. Hamwe no koroshya gato politiki yo gukumira icyorezo mu turere tumwe na tumwe, inganda zo hasi zinjiye ku isoko ku bwinshi kugira ngo zigure, kandi ibarura ry’ibikomoka kuri peteroli ryaho ryaragabanutse muri rusange. kugeza hagati.

(1) Inganda zo hasi

Kokiya ya peteroli ibarwa: Isoko rya peteroli ya kokoro ya peteroli ya sukari nkeya yoherejwe muri iki cyumweru, kandi umuvuduko w'icyorezo mu majyaruguru y'uburasirazuba bw'Ubushinwa wagabanutse. Isoko ryo hagati ya peteroli na kokusi yabazwe isoko rya peteroli ya kokiya yagurishijwe neza muri iki cyumweru, ishyigikiwe n’izamuka ry’ibiciro bya kokiya ya peteroli i Shandong, kandi igiciro cy’isoko rya kokoro ya peteroli yo mu rwego rwo hejuru na nini yo mu bwoko bwa sulfure yabazwe ku rwego rwo hejuru.

Icyuma: Isoko ryibyuma ryazamutseho gato muri iki cyumweru. Icyegeranyo cy’ibicuruzwa bya Baichuan cyari 103.3, cyiyongereyeho 1 cyangwa 1% guhera ku ya 3 Ugushyingo.Bibasiwe n’uko isoko ryizeye ko iki cyorezo muri iki cyumweru, ejo hazaza hirabura harakorwa cyane. Igiciro cyisoko ryazamutseho gato, kandi imyumvire yisoko yazamutseho gato, ariko ibikorwa rusange ntabwo byahindutse cyane. Mu ntangiriro zicyumweru, igiciro cyo kuyobora inganda zibyuma ahanini cyakomeje gukora neza. Nubwo igiciro cyigihe kizaza cyazamutse, ubucuruzi bwisoko bwari rusange, kandi abadandaza benshi bari baragabanije rwihishwa ibyoherejwe. Uruganda rukora ibyuma rutanga umusaruro mubisanzwe. Bitewe nuko abacuruzi bafashe ibicuruzwa hakiri kare, igitutu cyububiko bwuruganda nticyari kinini, kandi igitutu cyibaruramutungo cyimukiye hepfo. Kugera k'umutungo wo mu majyaruguru ni bito, kandi ibicuruzwa byashyizwe mubisoko kubisabwa. Kugeza ubu, nubwo ibikorwa byamasoko byateye imbere, mubyiciro bizakurikiraho, gahunda iriho kumishinga yo hasi iratinda, ibintu byo gutangiza umushinga ntabwo ari byiza, icyifuzo cya terefone nticyoroshye, kandi gutangira akazi ni mugihe gito ntibiteganijwe kugaragara. Witondere, ibisabwa birashobora kugabanuka nyuma. Biteganijwe ko ibiciro byibyuma bizahinduka mugihe gito.

Anode

Muri iki cyumweru, igiciro cy’igicuruzwa cy’isoko rya anode ryashizwe mu Bushinwa cyagumye gihamye. Igiciro cyibibanza muri Baichuan cyiyongereyeho gato, cyane cyane bitewe no kugarura isoko rya peteroli ya peteroli, igiciro kinini cyikibanza cy’amakara, hamwe n’inkunga nziza. Ku bijyanye n’umusaruro, ibigo byinshi bikora ku bushobozi bwuzuye kandi itangwa rihamye. Bitewe no kugenzura ikirere cyanduye cyane mu turere tumwe na tumwe, umusaruro ugira ingaruka nke. Aluminium yamanuka ya electrolytike itangirira kurwego rwo hejuru kandi itangwa ryiyongera, kandi ibyifuzo bya anode byateguwe bikomeje gutera imbere.

Icyuma cya Silicon

Igiciro rusange cyisoko ryicyuma cya silicon cyaragabanutseho gato muri iki cyumweru. Kugeza ku ya 10 Ugushyingo, impuzandengo y’ibiciro by’isoko ry’icyuma cya silikoni mu Bushinwa yari 20.730 Yuan / toni, igabanukaho 110 / toni kuva ku giciro cyo ku ya 3 Ugushyingo, igabanuka rya 0.5%. Igiciro cyicyuma cya silikoni cyagabanutseho gato mu ntangiriro zicyumweru, ahanini bitewe n’igurisha ry’ibicuruzwa n’abacuruzi bo mu majyepfo, kandi igiciro cy’ibyiciro bimwe na bimwe by’icyuma cya silikoni cyaragabanutse; igiciro cyisoko hagati na nyuma yicyumweru cyagumye gihamye kubera izamuka ryibiciro hamwe nubuguzi buke bwo hasi. Uburengerazuba bw’Ubushinwa bwinjiye mu gihe cy’amazi meza kandi yumye, kandi ibiciro by’amashanyarazi byarazamutse, kandi igiciro cy’amashanyarazi gishobora gukomeza kwiyongera nyuma y’akarere ka Sichuan kinjiye mu gihe cyizuba. Ibigo bimwe bifite gahunda yo kuzimya itanura ryabo; Agace ka Yunnan gakomeje kugira amashanyarazi, kandi impamyabumenyi yo kugabanya ingufu yarashimangiwe. Niba ibintu bimeze nabi, itanura rishobora gufungwa mugice cyanyuma, kandi umusaruro rusange uzagabanuka; kurwanya icyorezo muri Sinayi bigenzurwa cyane, gutwara ibikoresho bibisi biragoye kandi abakozi ntibihagije, kandi umusaruro wibigo byinshi bigira ingaruka cyangwa bikanahagarikwa kugirango umusaruro ugabanuke.

Isima

Igiciro cyibikoresho fatizo ku isoko ryigihugu rya sima ni byinshi, kandi igiciro cya sima kizamuka cyane kandi kigabanuka. Ikigereranyo cy’isoko ry’isoko rya sima mu gihugu muri iki kibazo ni 461 yu / toni, naho igiciro cy’isoko cyo mu cyumweru gishize cyari 457 Yuan / toni, ni ukuvuga 4 yuan / toni hejuru y’ikigereranyo cy’isoko rya sima mu cyumweru gishize. Inshuro nyinshi, uduce tumwe na tumwe turagenzurwa cyane, kugenda kwabakozi no gutwara abantu birabujijwe, kandi iterambere ryimbere ryo hanze ryagiye gahoro. Isoko ryo mu karere ka ruguru rimeze nabi cyane. Mugihe ikirere gihindutse ubukonje, isoko ryinjiye mubihe bidasanzwe, kandi imishinga myinshi yarahagaritswe nyuma yizindi. Gusa imishinga mike yingenzi iri kuri gahunda, kandi ubwinshi bwoherejwe ni buto. Bitewe n'izamuka ry’ibiciro by’amakara mu karere k’amajyepfo, ibiciro by’umusaruro w’ibigo byazamutse, ndetse n’inganda zimwe na zimwe zashyize mu bikorwa ihagarikwa ry’itanura ritangaje, ryazamuye ibiciro bya sima mu turere tumwe na tumwe. Muri rusange, ibiciro bya sima y'igihugu byazamutse kandi biragabanuka.

(2) Imiterere yisoko ryicyambu

Muri iki cyumweru, impuzandengo yoherejwe ku byambu binini bya buri munsi yari toni 28.200, naho ibarura rusange ry’ibyambu ryari toni 2,104.500, ryiyongereyeho 4.14% ugereranije n'ukwezi gushize.

Muri iki cyumweru, kokiya ya peteroli yatumijwe mu mahanga yibanda cyane ku cyambu cya Shandong Rizhao, icyambu cya Weifang, icyambu cya Qingdao Dongjiakou n'ibindi byambu. Ibicuruzwa bya petcoke byambu bikomeje kwiyongera. Kugeza ubu, agace ka Dongying karafunzwe, kandi kohereza ku cyambu cya Guangli byasubiye mu buryo. Icyambu cya Rizhao, Icyambu cya Weifang, nibindi byoherezwa birihuta. Muri iki cyumweru, igiciro cya kokiya ya peteroli yatunganijwe cyazamutse vuba, ubucuruzi bw’ibicuruzwa bya peteroli ku byambu byateye imbere, kandi ibikoresho no gutwara abantu mu turere tumwe na tumwe byagarutse. Bitewe nububiko buke bwibikomoka kuri peteroli mbisi hamwe ningaruka zatewe nicyorezo, inganda zo hasi zirashishikarizwa guhunika no kuzuza ububiko. , ibisabwa kuri peteroli ya kokiya nibyiza; kuri ubu, ibyinshi muri kokiya ya peteroli igera ku cyambu byagurishijwe mbere, kandi umuvuduko wo gutanga ibyambu urihuta. Ku bijyanye na kokiya ya lisansi, ikurikiranwa ry’ibiciro by’amakara mu gihugu ntirisobanutse neza. Ibigo bimwe na bimwe bya silicon karbide yamashanyarazi bibujijwe kurengera ibidukikije kandi bigakoresha ibindi bicuruzwa (amakara asukuye) kugirango bisimbuze umusaruro mwinshi wa kokiya ya sulfure. Kohereza ku isoko rya kokiya ntoya na hagati ya sulfure ya kokiya yari ihagaze neza, kandi ibiciro byari bihagaze by'agateganyo. Igiciro cyo gupiganira kokiya ya Formosa cyakomeje kuzamuka muri uku kwezi, ariko kubera isoko rusange ryicyuma cya silikoni, aho kokiya ya Formosa yacururizaga ku giciro gihamye.

Ukuboza 2022, Formosa Petrochemical Co., Ltd. yatsindiye isoko ryubwato 1 bwa kokiya ya peteroli. Amasoko azatangizwa ku ya 3 Ugushyingo (Ku wa kane), kandi igihe cyo gusoza amasoko kizaba saa kumi ku ya 4 Ugushyingo (Ku wa gatanu).

Impuzandengo y'ibiciro byatsindiye isoko (FOB) ni US $ 297 / toni; itariki yoherejwe ni kuva ku ya 27 Ukuboza2022 kugeza ku ya 29 Ukuboza 2022 kuva ku cyambu cya Mailiao, muri Tayiwani, kandi ingano ya kokiya ya peteroli kuri buri bwato igera kuri toni 6500-7000, naho sulferi ikaba hafi 9%. Igiciro cy'ipiganwa ni icyambu cya FOB Mailiao.

Igiciro cya CIF cya sulfure yo muri Amerika 2% kokiya yumushinga mu Gushyingo ni amadorari 350 US / toni. Igiciro cya CIF cya sulfure yo muri Amerika 3% kokiya yumushinga mu Gushyingo ni hafi 295-300 US $ / toni. Muri Amerika S5% -6% ya kokiya yo mu bwoko bwa sulfure yo mu Gushyingo ifite igiciro cya CIF kingana n'amadolari 200-210 / toni, naho igiciro cya kokiya yo muri Arabiya Sawudite mu Gushyingo ni hafi $ 190-195 / toni. Ikigereranyo cya FOB ya kokiya yo muri Tayiwani mu Kuboza 2022 ni US $ 297 / toni.

Icyerekezo cy'isoko

Kokiya ya peteroli nkeya ya peteroli: Yatewe nicyorezo nizindi mpamvu, ibigo bimwe na bimwe byo hasi ntibishishikajwe no kwakira ibicuruzwa. Baichuan Yingfu yiteze ko igiciro cy’isoko rya kokiya ya sulfure nkeya kizakomeza guhagarara neza kandi kikagenda gato mu cyumweru gitaha, hamwe n’umuntu ku giti cye azahindura hafi 100 / toni. Kokiya ya peteroli yo hagati na sulfure nyinshi: Yatewe nigihe cyo kugabanya ibice bya kokiya hamwe nubwiza butandukanye bwamavuta ya peteroli yatumijwe mu mahanga, isoko rusange hamwe na sulfure nyinshi ya peteroli ya kokiya ya peteroli ifite ibintu byiza (vanadium <500) irabura, mugihe itangwa rya peteroli ya peteroli ya kokiya ari myinshi kandi ibitumizwa mu mahanga byuzuzwa byinshi. Icyumba cyo gukurikirana cyo gukura ni gito, bityo Baichuan Yingfu yiteze ko igiciro cya kokiya ya peteroli hamwe nibintu byiza (vanadium <500) iracyafite umwanya wo kuzamuka, intera igera kuri 100 yuan / toni, igiciro cya vanadium nyinshi kokiya ya peteroli irahagaze neza, kandi ibiciro bimwe bya kokiya biri mumihindagurikire mito.


Igihe cyo kohereza: Ugushyingo-11-2022