Utshintsho ekunikezelweni nasekufuneni lukhuthaza ukwanda kwe-cola yamalahle
Ngomhla we-19 kweyeThupha, umkhwa weemveliso ezimnyama wahluka. I-iron ore yehle ngaphezulu kwe-7%, i-rebar yehle ngaphezulu kwe-3%, kwaye i-coking coal kunye ne-coke zenyuka ngaphezulu kwe-3%. Abantu abadliwanondlebe bakholelwa ukuba umgodi wamalahle wangoku uqala ukubuyela kwimeko yesiqhelo ngaphantsi koko bekulindelwe, kwaye imfuno ephantsi inamandla, nto leyo ekhokelela ekonyukeni okukhulu kwe-coke yamalahle.
Ngokutsho kukaDou Hongzhen, umhlalutyi ophezulu kwiYide Futures, ngenxa yempembelelo yeengozi zemigodi yamalahle yangaphambili, ukunciphisa imveliso yamalahle eqokelelweyo, kunye nokuvalwa kolawulo lokukhutshwa komoya "ngeekhabhoni ezimbini", ukusukela ngoJulayi, izityalo zokuhlamba amalahle ziqale ukubuyela kwimeko yesiqhelo kancinci, kwaye ukunikezelwa kwamalahle okupheka kwehlile, kwaye ukunqongophala kwamalahle okupheka kuye kwanda ekupheleni kukaJulayi. . Izibalo zibonisa ukuba izinga lokusebenza kwesampulu yangoku yezityalo zokuhlamba amalahle zasekhaya yi-69.86%, ukwehla konyaka nonyaka kweepesenti eziyi-8.43. Kwangaxeshanye, ngenxa yobhubhane oluphindaphindeneyo kubudlelwane baseMongolia naseTshayina nase-Australia, ukwehla konyaka nonyaka kokungeniswa kwamalahle okupheka nako kube kubi kakhulu. Phakathi kwazo, imeko yakutshanje yobhubhane eMongolia imbi kakhulu, kwaye izinga lokususwa kwamalahle eMongolia likwinqanaba eliphantsi. Ngo-Agasti, izithuthi ezili-180 zazicocwa yonke imihla, nto leyo eyehla kakhulu ukusuka kwinqanaba lezithuthi ezingama-800 kwixesha elifanayo kunyaka ophelileyo. Amalahle ase-Australia akakavumelekanga ukuba abhengeze, kwaye isitokhwe samalahle angeniswayo kumazibuko aselunxwemeni sifikelela kwi-4.04 yezigidi zeetoni, nto leyo engaphantsi nge-1.03 yezigidi zeetoni kunangoJulayi.
Ngokutsho kwentatheli yeFutures Daily, ixabiso le-coke linyukile, kwaye uluhlu lwezinto ezisetyenzisiweyo zeenkampani ezisebenzisa i-coking coal lukwinqanaba eliphantsi. Intshiseko yokuthenga amalahle e-coking inamandla. Ngenxa yokungabikho kwamalahle e-coking, uluhlu lwamalahle e-coking coal lweenkampani ezisebenzisa i-coking coal luyaqhubeka nokwehla. Okwangoku, uluhlu olupheleleyo lwamalahle e-coking coal lweenkampani ezili-100 ezizimeleyo ze-coking coal kulo lonke ilizwe lumalunga ne-6.93 yezigidi zeetoni, nto leyo ethetha ukwehla kweetoni ezingama-860,000 ukusukela ngoJulayi, ukwehla okungaphezulu kwe-11% kwinyanga enye.
Ukunyuka okukhulu kwexabiso lamalahle okupheka kuqhubekile nokucinezela inzuzo yeenkampani zokupheka. Kwiveki ephelileyo, inzuzo ephakathi ngetoni nganye ye-coke kwiinkampani zokupheka ezizimeleyo kweli lizwe yayiyi-217 yuan, irekhodi eliphantsi kunyaka ophelileyo. Iinkampani zokupheka kwezinye iindawo zifikelele kwinqanaba lokulahlekelwa, kwaye ezinye iinkampani ze-coke zaseShanxi zinciphise imveliso yazo malunga ne-15%. “Ekupheleni kukaJulayi, umsantsa wobonelelo lwamalahle kumantla ntshona eTshayina nakwezinye iindawo wanda, kwaye ixabiso lamalahle okupheka landa ngakumbi, nto leyo ebangele ukuba iinkampani zokupheka zasekuhlaleni zonyuse imida yazo yemveliso. Le nto ikwabonakala naseShanxi nakwezinye iindawo.” UDou Hongzhen uthe ekupheleni kukaJulayi, iinkampani zokupheka zaqala umjikelo wokuqala wokunyuka. Ixabiso lamalahle emva koko lenyuka imijikelo emithathu elandelelanayo ngenxa yokunyuka ngokukhawuleza kwamaxabiso amalahle. Ukusukela nge-18 ka-Agasti, ixabiso eliqokelelweyo le-coke lenyuke ngama-480 yuan/ton.
Abahlalutyi bathi ngenxa yokunyuka okuqhubekayo kwamaxabiso amalahle aluhlaza kunye nobunzima ekuthengeni, umthwalo osebenzayo weenkampani zokupheka kwezinye iindawo wehle kakhulu, ukunikezelwa kwe-coke kuyaqhubeka nokuncipha, iinkampani zokupheka zinikezela iimpahla ngokulula, kwaye akukho luhlu lwezinto ezisetyenzisiweyo kumzi-mveliso.
Intatheli yaphawula ukuba nangona isivumelwano se-2109 coking coal futures sifikelele kwinqanaba eliphezulu, ixabiso lancitshiswa kakhulu, kwaye ukunyuka kwakuphantsi kunelo lendawo.
Ukususela nge-19 ka-Agasti, ixabiso langaphambili le-1.3% medium-sulfur coke clean coal eveliswe eShanxi lenyuke laya kwi-2,480 yuan/ton, ixabiso eliphezulu kakhulu. Ixabiso elilingana nemveliso ye-futures yasekhaya yayiyi-2,887 yuan/ton, kwaye ukunyuka kwenyanga ukuya kuthi ga ngoku yayiyi-25.78%. Kwangelo xesha linye, ikhontrakthi ye-2109 coking coal futures ikhontrakthi yenyuke ukusuka kwi-2268.5 yuan/ton ukuya kwi-2653.5 yuan/ton, ukunyuka kwe-16.97%.
Ichaphazeleke kukudluliselwa kwamalahle okupheka, ukususela ngo-Agasti, ixabiso leefektri ze-coke spot linyuke ngemijikelo emine, kwaye ixabiso lorhwebo lwezibuko linyuke nge-380 yuan/ton. Ukusukela nge-19 ka-Agasti, ixabiso eliphantsi lorhwebo lwe-coke yesinyithi eRizhao Port linyuke ukusuka kwi-2,770 yuan/ton ukuya kwi-3,150 yuan/ton, eyaguqulwa yaba ziimveliso ezisemgangathweni zekamva lasekhaya ukusuka kwi-2,990 yuan/ton ukuya kwi-3389 yuan/ton. Kwangelo xesha linye, ikhontrakthi ye-2109 coke futures inyuke ukusuka kwi-2928 yuan/ton ukuya kwi-3379 yuan/ton, kwaye isiseko satshintsha ukusuka kwisaphulelo sekamva se-62 yuan/ton ukuya kwisaphulelo se-10 yuan/ton.