Incamake y'isoko
Muri iki cyumweru, ibicuruzwa byose byoherezwaga ku isoko rya peteroli byagabanijwemo ibice. Agace ka Dongying ko mu Ntara ya Shandong kari karafunzwe muri iki cyumweru, kandi ishyaka ryo kwakira ibicuruzwa bivuye mu nkengero z'amazi ryari riri hejuru. Byongeye kandi, igiciro cya peteroli mu nganda zitunganya peteroli cyaragabanutse, kandi cyagabanutse cyane kigera ku giciro cyo hasi. Ibiciro bya peteroli byaguzwe cyane kandi bigurishwa mu nkengero z'amazi. Igiciro cyatangiye kuzamuka; inganda zitunganya peteroli zakomeje kugira ibiciro biri hejuru, kandi muri rusange nta bushake bwo kwakira ibicuruzwa bwatanzwe, kandi igiciro cya peteroli mu nganda zimwe na zimwe cyakomeje kugabanuka. Muri iki cyumweru, inganda zitunganya peteroli za Sinopec zagurishijwe ku giciro gihamye. Ibiciro bimwe bya peteroli mu nganda zitunganya peteroli za PetroChina byagabanutseho 150-350 yuan/toni, naho zimwe mu nganda zitunganya peteroli za CNOOC zagabanutseho 100-150 yuan/toni. Peteroli ya peteroli mu nganda zitunganya peteroli yahagaze kugabanuka yongera kuzamuka. Ingano ya 50-330 yuan/toni.
Isesengura ry'ibintu bigira ingaruka ku isoko rya peteroli rya koka muri iki cyumweru
Koka ya peteroli iri hagati n'iy'ifu irimo sulfure nyinshi
1. Ku bijyanye n'ibicuruzwa, ishami rishinzwe gukaranga rya Yanshan Petrochemical mu majyaruguru y'Ubushinwa rizafungwa kugira ngo ribungabungwe mu minsi 8 guhera ku ya 4 Ugushyingo, mu gihe Tianjin Petrochemical yiteze ko ibicuruzwa bya peteroli bizagabanuka muri uku kwezi. Kubwibyo, ishami rishinzwe gukaranga peteroli rya High-Sulfur mu majyaruguru y'Ubushinwa rizagabanuka, kandi iri munsi y'amazi rizashishikarira cyane gutwara ibicuruzwa. Ishami rishinzwe gukaranga peteroli rya Jingmen mu gace k'inkombe z'uruzi ryafunzwe kugira ngo ribungabungwe muri iki cyumweru. Byongeye kandi, ishami rishinzwe gukaranga peteroli rya Anqing ryafunzwe kugira ngo ribungabungwe. Umutungo wa peteroli wa High-Sulfur mu gace k'inkombe z'uruzi uracyari muto; igiciro cy'akarere k'amajyaruguru y'uburengerazuba bwa PetroChina kiracyari gihagaze neza muri iki cyumweru. Ibicuruzwa byose biri mu nzira ihamye, kandi ububiko bwa buri ruganda ruratunganywa buri hasi; igiciro cya peteroli mu nganda zitunganya peteroli zaho cyahagaze kugabanuka no kongera kwiyongera. Kuva mu mpera z'icyumweru gishize, agace gashinzwe gucunga peteroli mu bice bimwe na bimwe bya Shandong karafunzwe, ubwikorezi n'ubwikorezi byagiye bigaruka buhoro buhoro, kandi ububiko bw'ibigo biri munsi y'amazi bwamaze igihe kinini buri ku rwego rwo hasi. , Ishyaka ryo kwakira ibicuruzwa riri hejuru, kandi kugabanuka muri rusange kw'ububiko bwa peteroli bwa coke mu nganda zitunganya peteroli byatumye ibiciro bya peteroli bya coke itunganyijwe bikomeza kwiyongera. 2. Ku bijyanye n'ubukene bukabije, politiki yo gukumira icyorezo mu turere tumwe na tumwe yagabanutseho gato, kandi ubwikorezi n'ubwikorezi byarazamutseho gato. Hamwe n'ububiko buke bwa peteroli bwa coke isanzwe, ibikoresho fatizo by'inganda zitunganya peteroli, ibigo bitunganya peteroli bifite ubushake bukomeye bwo kugura, kandi umubare munini w'ibicuruzwa bigurwa ku isoko. 3. Ku bijyanye n'ibyambu, peteroli ya coke itumizwa mu mahanga muri iki cyumweru yiganjemo icyambu cya Shandong Rizhao, icyambu cya Weifang, icyambu cya Qingdao Dongjiakou n'ibindi byambu, kandi ububiko bwa peteroli bwa coke bukomeje kwiyongera. Kuri ubu, agace ka Dongying karafunguwe, icyambu cya Guangli cyasubiye ku bicuruzwa bisanzwe, naho icyambu cya Rizhao cyasubiye ku bicuruzwa bisanzwe. , icyambu cya Weifang, nibindi. Umuvuduko wo gutanga uracyari vuba. Peteroli ya coke isanzwe: Isoko rya peteroli ya coke isanzwe muri iki cyumweru ryagurishijwe buhoro buhoro, aho zimwe mu nganda zitunganya peteroli zakoze impinduka nto. Ku ruhande rw'ubusabe, isoko rusange ry'amashanyarazi adafite ingufu ni ryiza, kandi ubusabe bwa coke ya peteroli ifite sulfur nke buracyaringaniye; ubusabe bw'amasoko ya graphite bukomeje kuba buke; kubaka inganda za karuboni za aluminiyumu biracyari ku rwego rwo hejuru, kandi amasosiyete ku giti cyayo afite ubushobozi buke mu gutwara abantu kubera icyorezo. Ku bijyanye n'ibisobanuro birambuye ku isoko muri iki cyumweru, igiciro cya coke ya peteroli ya Daqing Petrochemical mu majyaruguru y'uburasirazuba bw'u Bushinwa kirahagaze neza kandi kizagurishwa ku giciro cyizewe guhera ku ya 6 Ugushyingo; kugurisha, uduce dutuje tw'icyorezo twakuweho rimwe ku rindi, kandi igitutu ku bwikorezi cyaragabanutse; Igiciro giheruka cya Liaohe Petrochemical muri iki cyumweru cyamanutse kigera kuri yuan 6,900 kuri toni; Igiciro cya coke ya Jilin Petrochemical cyamanuwe kigera kuri yuan 6,300 kuri toni; coke ya peteroli ya Dagang Petrochemical mu majyaruguru y'u Bushinwa irahagarara. Ibiciro bya CNOOC bya Asphalt (Binzhou) na Taizhou Petrochemical pet coke byari bihagaze neza muri iki cyumweru, mu gihe ibiciro bya Huizhou na Zhoushan petrochemical pet coke byagabanutseho gato, kandi kohereza inganda muri rusange ntabwo byari ku gitutu.
Muri iki cyumweru, igiciro cy'isoko rya peteroli rya coke ryavuye mu gihugu cyahagaze kugabanuka no kongera kuzamuka. Mu ntangiriro, bitewe n'imicungire idahinduka y'uturere tumwe na tumwe muri Shandong, ubwikorezi n'ubwikorezi ntibyari byiza, kandi ubwikorezi bw'imodoka bwarahungabanye cyane. Kubera iyo mpamvu, ububiko rusange bwa peteroli ya coke mu ruganda rwo gutunganya peteroli rwo mu gihugu bwari bwinshi cyane, kandi ingaruka ku giciro cya peteroli ya coke yavuye mu gihugu zari zigaragara. . Kuva mu mpera z'icyumweru, uturere ducunga ibidukikije mu bice bimwe na bimwe bya Shandong twafunguwe, ubwikorezi n'ubwikorezi byaragarutse buhoro buhoro, kandi ububiko bw'ibigo byo hasi bwamaze igihe kinini buri ku rwego rwo hasi. . Ariko, bitewe n'ingaruka z'umubare munini wa peteroli ya coke igera muri Hong Kong no kwangirika kw'ibipimo rusange bya peteroli ya coke ivuguruye yo mu gihugu, igiciro cya peteroli ya coke ifite sulfur kiri hejuru ya 3.0% cyazamutse gato, kandi igipimo cyari hasi ugereranyije n'uko byari byitezwe. Ishyaka riracyari hejuru, igiciro kirazamuka cyane, ibiciro byo kuvugurura ni 50-330 yuan / toni. Mu ntangiriro, uturere tumwe na tumwe two muri Shandong twagizweho ingaruka n’imbogamizi mu bijyanye n’ubwikorezi n’ubwikorezi, kandi umubare w’inganda zari zifite imitungo ikomeye cyane, wari ku rwego rwo hagati kugeza ku rwego rwo hejuru; ubu uturere tumwe na tumwe two muri Shandong twafunguwe, ubwikorezi bw’imodoka bwaragarutse, ibigo byo hasi bishishikajwe no kwakira ibicuruzwa, kandi inganda zo mu gace zitunganya ibicuruzwa zarushijeho kunoza ibicuruzwa, ububiko rusange bwaragabanutse kugera ku rwego rwo hasi kugeza ku rwego rwo hagati. Kugeza kuri uyu wa Kane, ubucuruzi rusange bwa coke ifite sulfure nkeya (hafi S1.0%) bwari 5130-5200 yuan/toni, naho ubucuruzi rusange bwa coke ifite sulfure nkeya (hafi S3.0% na vanadium nyinshi) bwari 3050-3600 yuan/toni; coke ifite sulfure nyinshi. Coke ifite vanadium nyinshi (ifite sulfure hafi 4.5%) ifite ubucuruzi rusange bwa 2450-2600 yuan/toni.
Uruhande rw'ibicuruzwa
Ku itariki ya 10 Ugushyingo, habayeho ifungwa rya buri gihe ry’ibikoresho byo guteka mu gihugu hose inshuro 12. Muri iki cyumweru, ibikoresho bitatu bishya byo guteka mu mazi byafunzwe kugira ngo bikorwe neza, ndetse n’ibindi bikoresho byo guteka mu mazi byatangiye gukoreshwa. Umusaruro wa buri munsi wa peteroli ya coke ku rwego rw’igihugu wari toni 78.080, naho igipimo cy’imikorere ya coke cyari 65.23%, kugabanukaho 1.12% ugereranije n’ukwezi gushize.
Uruhande rw'ibikenewe
Bitewe n’igiciro kiri hejuru cya koke y’ibikomoka kuri peteroli mu ruganda rukuru rutunganya ibikomoka kuri peteroli, ibigo biri mu nzira y’ubukerarugendo muri rusange ntibishishikarira kwakira ibicuruzwa, kandi igiciro cya koke y’ibigo bimwe na bimwe bitunganya ibikomoka kuri peteroli gikomeje kugabanuka; mu gihe ku isoko ryo mu gace, kubera ko politiki yo gukumira icyorezo mu turere tumwe na tumwe igabanutseho gato, ibikoresho n’ubwikorezi byarazamutse gato, bituma ibikoresho fatizo by’ibigo biri mu nzira y’ubukerarugendo birushaho kuba bike. Ibicuruzwa bya koke y’ibikomoka kuri peteroli bimaze igihe kinini biri hasi, kandi ibigo biri mu nzira y’ubukerarugendo bifite icyifuzo gikomeye cyo kugura, kandi hari byinshi byaguzwe ku isoko. Bamwe mu bacuruzi binjiye ku isoko kubera ibikorwa by’igihe gito, ibyo bikaba ari byiza ko igiciro cya koke y’ibikomoka kuri peteroli itunganyijwe kizamuka.
Ububiko bw'ibintu
Ibicuruzwa by’uruganda rukuru rutunganya ibikomoka kuri peteroli muri rusange ni ibisanzwe, ibigo bigura uko bikenewe, kandi ububiko bwa peteroli muri rusange buri ku rwego rwo hagati. Kubera ko politiki yo gukumira icyorezo yagabanutse gato mu turere tumwe na tumwe, ibigo bicuruza ibikomoka kuri peteroli byinjiye ku isoko ku bwinshi kugira ngo bigure, kandi ububiko bwa peteroli bukorerwa mu ruganda rutunganya ibikomoka kuri peteroli muri rusange bwaragabanutse bugera ku rwego rwo hagati.
(1) Inganda zikiri hasi mu mihanda
Koke ya peteroli ifite kalisiyumu: Isoko rya koke ya peteroli ifite kalisiyumu nkeya rifite ibicuruzwa bihamye muri iki cyumweru, kandi igitutu cy’icyorezo mu majyaruguru y’uburasirazuba bw’Ubushinwa cyaragabanutse. Isoko rya koke ya peteroli ifite kalisiyumu nkeya n’inini ya sulfure ryagurishijwe neza muri iki cyumweru, rishyigikiwe n’izamuka ry’igiciro cya koke ya peteroli i Shandong, kandi igiciro ku isoko cya koke ya peteroli ifite kalisiyumu nkeya n’inini cyariyongereye ku rwego rwo hejuru.
Ibyuma: Isoko ry'ibyuma ryazamutseho gato muri iki cyumweru. Igipimo cya Baichuan Steel Composite Index cyari 103.3, cyazamutseho 1 cyangwa 1% ugereranije n'itariki ya 3 Ugushyingo. Bitewe n'icyizere cy'isoko ku icyorezo muri iki cyumweru, abashaka kuzabona inyungu z'abirabura bari kugenda cyane. Igiciro cy'isoko cyazamutseho gato, kandi imyumvire y'isoko yazamutseho gato, ariko ubucuruzi muri rusange ntibwahindutse cyane. Mu ntangiriro z'icyumweru, igiciro cy'inganda z'ibyuma cyakomeje gukora neza. Nubwo igiciro cy'inganda z'abirabura cyazamutse, ubucuruzi bw'isoko bwari rusange, kandi abacuruzi benshi bari bagabanyije ibicuruzwa byabo mu ibanga. Inganda z'ibyuma zikora neza nk'uko bisanzwe. Kubera ko abacuruzi batwaye ibicuruzwa mu ntangiriro, igitutu ku bubiko bw'uruganda nticyari kinini, kandi igitutu ku bubiko cyahindutse mu gice cyo hasi. Kugera k'umutungo wo mu majyaruguru ni gito, kandi amabwiriza ashyirwa ku isoko uko abikeneye. Kuri ubu, nubwo ibikorwa by'isoko byarushijeho kuba byiza, mu cyiciro cya nyuma, gahunda iriho ubu y'imishinga iri kugenda buhoro, imiterere y'imishinga yo gutangiza umushinga ntabwo ari myiza, icyifuzo cya nyuma ntabwo kigenda neza, kandi ntibyitezwe ko imirimo izasubukurwa mu gihe gito. Mwitonde, icyifuzo gishobora kugabanuka nyuma. Biteganijwe ko ibiciro by'ibyuma bizahinduka mu gihe gito.
Anode itekeshejwe mbere
Muri iki cyumweru, igiciro cy'ubucuruzi ku isoko ry'ibikomoka kuri anode byo mu Bushinwa cyakomeje kuzamuka. Igiciro cya mbere muri Baichuan cyariyongereyeho gato, ahanini bitewe no kuzamuka kw'isoko rya peteroli rya coke, igiciro cyo hejuru cya kaburimbo y'amakara, ndetse n'uburyo bwo gutanga amafaranga menshi. Ku bijyanye n'umusaruro, ibigo byinshi bikora ku bunini kandi ibicuruzwa birahagaze neza. Bitewe no kugenzura ikirere gihumanya cyane mu turere tumwe na tumwe, umusaruro urahungabana gato. Aluminiyumu yo hasi itangira ku rwego rwo hejuru kandi ibicuruzwa biriyongera, kandi icyifuzo cya anode zo mu mazi gikomeje kwiyongera.
Icyuma cya silikoni
Igiciro rusange cy’isoko rya silicon metal cyagabanutseho gato muri iki cyumweru. Ku ya 10 Ugushyingo, igiciro mpuzandengo cy’isoko rya silicon metal mu Bushinwa cyari yuan 20.730 kuri toni, cyagabanutseho yuan 110 kuri toni ugereranyije n’igiciro cyo ku ya 3 Ugushyingo, cyagabanutseho 0.5%. Igiciro cya silicon metal cyagabanutseho gato mu ntangiriro z’icyumweru, ahanini bitewe n’abacuruzi bo mu majyepfo bagurishaga ibicuruzwa, kandi igiciro cya bimwe mu byiciro bya silicon metal cyaragabanutse; igiciro cyo ku isoko hagati no mu mpera z’icyumweru cyagumye gihamye bitewe n’izamuka ry’ibiciro n’igabanuka ry’ibicuruzwa byagurishijwe. Uburengerazuba bw’Amajyepfo bwinjiye mu gihe cy’amazi meza n’ayumye, kandi ibiciro by’amashanyarazi byarazamutse, kandi igiciro cy’amashanyarazi gishobora gukomeza kwiyongera nyuma y’uko agace ka Sichuan kinjiye mu gihe cy’izuba. Amasosiyete amwe afite gahunda yo gufunga amatanura yabo; Akarere ka Yunnan gakomeje kugira imipaka y’amashanyarazi, kandi urwego rwo kugabanya amashanyarazi rwongerewe imbaraga. Niba ibintu bimeze nabi, itanura rishobora gufungwa mu cyiciro cya nyuma, kandi umusaruro wose uzagabanuka; Kurwanya icyorezo muri Xinjiang biragenzurwa cyane, gutwara ibikoresho fatizo biragoye kandi abakozi ntibahagije, kandi umusaruro w'ibigo byinshi urabangamirwa cyangwa ukanahagarikwa kugira ngo umusaruro ugabanye.
Sima
Igiciro cy'ibikoresho fatizo ku isoko ry'igihugu rya sima kiri hejuru, kandi igiciro cya sima kiriyongera cyane kikagabanuka. Igiciro mpuzandengo cy'isoko ry'igihugu rya sima muri iki kinyamakuru ni yuan 461 kuri toni, kandi igiciro mpuzandengo cy'isoko cyo mu cyumweru gishize cyari yuan 457 kuri toni, ari na yuan 4 kuri toni hejuru y'igiciro mpuzandengo cy'isoko rya sima mu cyumweru gishize. Inshuro nyinshi, hari uduce tugenzurwa cyane, ingendo z'abakozi n'ubwikorezi birabujijwe, kandi iterambere ry'ubwubatsi bwo hanze riragabanuka. Isoko ryo mu karere ka ruguru riri mu mimerere mibi. Uko ikirere gikonje, isoko ryinjiye mu gihe cy'ikiruhuko gisanzwe, kandi imishinga myinshi yarafunzwe umwe umwe. Imishinga mike y'ingenzi niyo iri ku gihe cyagenwe, kandi umubare w'ibicuruzwa muri rusange ni muto. Bitewe n'izamuka ry'ibiciro by'amakara mu karere k'amajyepfo, ibiciro by'umusaruro by'ibigo byariyongereye, kandi bimwe mu bigo byashyizeho gahunda yo guhagarika amatanura mu buryo butunguranye, byatumye ibiciro bya sima bizamuka mu duce tumwe na tumwe. Muri rusange, ibiciro bya sima mu gihugu byariyongereye kandi biragabanuka.
(2) Imiterere y'isoko ry'icyambu
Muri iki cyumweru, impuzandengo y’ibyambu binini byoherezwaga buri munsi yari toni 28.200, naho ububiko bwose bw’ibyambu bwari toni 2.104.500, ubwiyongere bwa 4.14% ugereranije n’ukwezi gushize.
Muri iki cyumweru, koke ya peteroli itumizwa mu mahanga yiganjemo cyane cyane icyambu cya Shandong Rizhao, icyambu cya Weifang, icyambu cya Qingdao Dongjiakou n'ibindi byambu. Ibicuruzwa bya koke ya port petcoke bikomeje kwiyongera. Kuri ubu, agace ka Dongying karafunguwe, kandi ibicuruzwa bya Guangli Port byasubiye uko bisanzwe. Icyambu cya Rizhao, icyambu cya Weifang, nibindi. Kohereza biracyari vuba. Muri iki cyumweru, igiciro cya koke ya peteroli yatunganyijwe cyazamutse cyane, ubucuruzi bwa koke ya peteroli ku byambu bwarazamutse, kandi ubwikorezi n'ubwikorezi mu turere tumwe na tumwe byarazamutse. Bitewe n'uko koke ya peteroli idakomeje kuba nini ndetse n'ingaruka z'icyorezo zikomeje kwiyongera, ibigo byo hasi bishishikariye kwegeranya no kongera ububiko. , icyifuzo cya koke ya peteroli ni cyiza; kuri ubu, koke nyinshi ya peteroli igera ku cyambu igurishwa mbere y'igihe, kandi umuvuduko wo gutanga icyambu urihuta cyane. Ku bijyanye na koke ya peteroli, ibiciro by'amakara yo mu gihugu ntibirasobanuka neza. Amwe mu masosiyete ya silikoni akorera mu gace kayo abujijwe kurengera ibidukikije kandi akoresha ibindi bicuruzwa (amakara yasukuwe) kugira ngo asimbure umusaruro wa silikoni ikoze muri sulfure nyinshi. Kohereza ku isoko silikoni ikoze muri sulfure nke n'iziciriritse byari bihagaze neza, kandi ibiciro byari bihagaze neza by'agateganyo. Igiciro cya Formosa coke cyakomeje kwiyongera muri uku kwezi, ariko bitewe n'imiterere rusange y'isoko rya silikoni, aho Formosa coke yagurishijwe ku giciro gihamye.
Mu Ukuboza 2022, Formosa Petrochemical Co., Ltd. yatsindiye isoko ryo kugura ubwato bumwe bwa peteroli bwa koka. Isoko rizatangizwa ku ya 3 Ugushyingo (Ku wa Kane), naho isaha yo gusoza irushanwa izaba saa yine z'ijoro ku ya 4 Ugushyingo (Ku wa Gatanu).
Igiciro mpuzandengo cy'ibiciro byatsindiye (FOB) ni hafi $297 za Amerika kuri toni; itariki yo kohereza ni kuva ku ya 27 Ukuboza 2022 kugeza ku ya 29 Ukuboza 2022 uturutse i Mailiao Port, muri Taiwan, kandi ingano ya peteroli ya koke kuri buri bwato ni hagati ya toni 6500-7000, naho ingano ya sulfur ni hafi 9%. Igiciro cy'ibiciro ni FOB Mailiao Port.
Igiciro cya CIF cya coke ya sulfure 2% ya projectile ya Amerika mu Ugushyingo ni hafi amadolari 350 ya Amerika / toni. Igiciro cya CIF cya coke ya sulfure 3% ya Amerika mu Ugushyingo ni hagati y'amadolari 295-300 ya Amerika / toni. Coke ya projectile ya sulfure ya Amerika ya S5%-6% ifite sulfure nyinshi mu Ugushyingo ifite igiciro cya CIF kingana na $200-210 / toni, naho igiciro cya coke ya Saudi Arabia mu Ugushyingo kiri hagati ya $190-195 / toni. Igiciro mpuzandengo cya FOB cya coke yo muri Taiwan mu Ukuboza 2022 kiri hafi amadolari 297 ya Amerika / toni.
Icyerekezo cy'isoko
Koke ya peteroli ifite sulfure nkeya: Igizweho ingaruka n'icyorezo n'izindi mpamvu, zimwe mu nganda ziri inyuma y'iyi sosiyete ntizishishikajwe cyane no kwakira ibicuruzwa. Baichuan Yingfu yiteze ko igiciro ku isoko cya koke ya sulfure nkeya kizakomeza kuba gihamye kandi kizamuke gato mu cyumweru gitaha, hamwe n'impinduka ku giti cyayo zingana na RMB 100/toni. Koke ya peteroli ifite sulfure nkeya: Igizweho ingaruka n'igihe cyo gufunga hamwe n'ubwiza butandukanye bwa peteroli itumizwa mu mahanga, isoko rusange rya koke ya peteroli ifite sulfure nkeya (vanadium <500) riri kubura, mu gihe itangwa rya koke ya peteroli ifite sulfure nyinshi kandi ibicuruzwa bitumizwa mu mahanga byongerwaho byinshi. Ahantu ho gukurikirana iterambere ni hake, bityo Baichuan Yingfu yiteze ko igiciro cya koke ya peteroli ifite sulfure nziza (vanadium <500) kigifite umwanya wo kuzamuka, ingano yayo ni hafi 100 yuan / toni, igiciro cya koke ya peteroli ifite sulfure nyinshi cyane cyane gihamye, kandi ibiciro bimwe na bimwe bya koke biri mu ihindagurika rito.
Igihe cyo kohereza: Ugushyingo-11-2022