Utshintsho kunikezelo kunye nemfuno ikhuthaza ukunyuka kwe-coke yamalahle
Ngo-Agasti 19, umkhwa weemveliso ezimnyama wahlukana.Intsimbi ekrwada yehle ngaphezu kwe-7%, i-rebar yehle ngaphezulu kwe-3%, kunye ne-coke coke kunye ne-3%.Udliwano-ndlebe lukholelwa ukuba umgodi wamalahle wangoku uqala ukuchacha ngaphantsi kunokuba bekulindelwe, kwaye imfuno esezantsi yomlambo yomelele, ekhokelela ekunyukeni okubukhali kwe-coke yamalahle.
Ngokutsho kukaDou Hongzhen, umhlalutyi ophezulu kwi-Yide Futures, ngenxa yempembelelo yeengozi zangaphambili zomgodi wamalahle, ukucutha imveliso yamalahle egxininisiweyo, kunye nokuvalwa kokulawulwa kokukhutshwa kwamalahle "e-dual-carbon", ukusukela ngoJulayi, izityalo zokuhlamba amalahle ziye zaqala ukuchacha kancinci, kwaye ukunikezelwa kwamalahle e-coking kuye kwawa, kwaye ukunqongophala kwamalahle e-coking kuye kwaqina ngasekupheleni kukaJulayi..Ubalo lubonisa ukuba iisampulu yangoku yokusebenza kwemizi-mveliso yokuhlamba amalahle yasekhaya yi-69.86%, ukuhla konyaka nonyaka ngepesenti ezisi-8.43.Kwangaxeshanye, ngenxa yobhubhani ophindaphindiweyo eMongolia kunye nobudlelwane baseTshayina-Australia, ukwehla konyaka nonyaka ekungenisweni kwamalahle e-coking kube kubi kakhulu.Phakathi kwabo, imeko yamva nje yobhubhane eMongolia inzima, kwaye izinga lokucocwa kwamalahle eMongolia likwinqanaba eliphantsi.Ngo-Agasti, iinqwelo ze-180 zahlanjululwa imihla ngemihla, okuye kwahla kakhulu kwinqanaba leemoto ze-800 ngexesha elifanayo kunyaka odlulileyo.Amalahle ase-Australia awavumelekanga ukuba achaze, kwaye isitokhwe se-coking coking ephuma kumazwe angaphandle kumachweba aselunxwemeni yi-4.04 yezigidi zeetoni, eziziitoni ze-1.03 yezigidi ezingaphantsi kwe-Julayi.
Ngokutsho kwentatheli evela kwi-Futures Daily, ixabiso le-coke linyukile, kwaye uluhlu lwezinto ezibonakalayo kwiinkampani ezisezantsi ziphantsi.Umdla wokuthenga amalahle okubhaka unamandla.Ngenxa yokuxinana kwamalahle okuphekela, uluhlu lwamalahle okuphekela kwiinkampani ezisezantsi ziyaqhubeka nokuhla.Okwangoku, uluhlu olupheleleyo lwamalahle e-coking lwe-100 yeenkampani ezizimeleyo ezizimeleyo kwilizwe lonke malunga neetoni ze-6.93 yezigidi, oku kuhla kweetoni ezingama-860,000 ukususela ngoJulayi, ukuhla okungaphezulu kwe-11% kwinyanga enye.
Ukunyuka okubukhali kwexabiso lokupheka amalahle kwaqhubeka nokucudisa inzuzo yeenkampani zokupheka.Kwiveki ephelileyo, inzuzo engumndilili ngetoni yecoke kwiinkampani ezizimeleyo zokupheka kweli lizwe yayingama-217 yuan, irekhodi eliphantsi kunyaka ophelileyo.Iinkampani zokupheka kwezinye iindawo ziye zafikelela esiphelweni selahleko, kwaye ezinye iinkampani zeShanxi coke ziye zanciphisa imveliso yazo malunga ne-15%..“Ekupheleni kukaJulayi, umsantsa wobonelelo lwamalahle kumntla-ntshona weTshayina nakwezinye iindawo uye wanda, kwaye ixabiso lamalahle okuphekelwa linyuke ngakumbi, nto leyo eyabangela ukuba iinkampani zokupheka zalapha zandise imiqobo yazo yemveliso.Le nto yabonakala naseShanxi nakwezinye iindawo.UDou Hongzhen uthe ekupheleni kukaJulayi, iinkampani zokupheka zaqala umjikelo wokuqala wokunyuka.Ixabiso lamalahle liye lanyuka imijikelo emithathu elandelelanayo ngenxa yokunyuka ngokukhawuleza kwamaxabiso amalahle.Ukususela nge-18 ka-Agasti, ixabiso eliqokelelweyo le-coke liye landa nge-480 yuan / ton.
Abahlalutyi bathi ngenxa yokunyuka kwamaxabiso amalahle akrwada kunye nobunzima ekuthengeni, umthwalo okhoyo ngoku weenkampani zokubhaka kwezinye iindawo wehle kakhulu, unikezelo lwe-coke luyaqhubeka nokuncipha, iinkampani ezithengisa ukutya zinokuhanjiswa kwempahla ngokutyibilikayo, kwaye phantse akukho. uluhlu lwempahla kumzi-mveliso.
Intatheli yaqaphela ukuba nangona isivumelwano se-2109 coking coking futures safikelela kwinqanaba elitsha, ixabiso lancitshiswa kwindawo, kwaye ukunyuka kwakungaphantsi kunendawo.
Ukususela nge-19 ka-Agasti, ixabiso le-factory yangaphambili ye-Shanxi-iveliswe i-1.3% ye-coke coke clean coal ephakathi kwe-sulfur inyuke yaya kwi-2,480 yuan / ton, irekhodi eliphezulu.Ukulingana kweemveliso ezisemgangathweni zekamva lasekhaya yi-2,887 yuan/toni, kwaye ukunyuka kwenyanga ukuya kumhla bekungama-25.78%.Kwangelo xesha linye, ikhontrakthi ye-2109 ye-coking coking futures yenyuka ukusuka kwi-2268.5 yuan/ton ukuya kwi-2653.5 yuan/toni, ukwanda kwe-16.97%.
Ukuchatshazelwa kukuhanjiswa kwamalahle e-coking, ukususela ngo-Agasti, ixabiso leefektri ze-coke likhuphuke ngeemijikelezo ezine, kwaye ixabiso lezorhwebo lechweba linyuke nge-380 yuan / ton.Ukusukela nge-19 ka-Agasti, ixabiso lendawo ye-quasi-level metallurgical coke trade e-Rizhao Port linyuke ukusuka kwi-2,770 yuan/toni ukuya kwi-3,150 yuan/toni, elithe laguqulwa laba yimveliso esemgangathweni yekamva lasekhaya ukusuka kwi-2,990 yuan/toni ukuya kwi-3389 yuan/toni.Ngexesha elifanayo, isivumelwano se-coke se-2109 sexesha elizayo sinyuke ukusuka kwi-2928 yuan / ton ukuya kwi-3379 yuan / toni, kwaye isiseko satshintsha ukusuka kwisaphulelo sexesha elizayo se-yuan ye-62 / toni ukuya kwisaphulelo se-10 yuan / toni.