Imfuno engqongqo yecoke ithatha, imarike yendawo iyakwamkela ukunyuka okuqhubekayo

Ukusukela nge-4 kaJanuwari ukuya kowesi-7, ngo-2022, ukusebenza kukonke kweentlobo zekamva ezinxulumene namalahle kunamandla.Phakathi kwabo, ixabiso leveki ye-contract ye-thermal coal ZC2205 ye-thermal yanda nge-6.29%, i-coking coal coal J2205 ikhontrakthi yanda nge-8.7%, kunye ne-coking coal coal JM2205 contract yanda nge-2.98%.Amandla onke amalahle anokunxulunyaniswa nesibhengezo sequbuliso sase-Indonesia ngexesha loSuku loNyaka oMtsha ukuba luya kumisa ukuthunyelwa kwamalahle ngaphandle kweyoMqungu kulo nyaka ukuze kuncitshiswe ukunqongophala kwamalahle kunye nokunqongophala kwamandla okunokwenzeka.I-Indonesia ngoku ngowona mthombo mkhulu kwilizwe lam lokungeniswa kwamalahle kwamanye amazwe.Ichatshazelwa kukwehla okulindelweyo kokungeniswa kwamalahle kumazwe angaphandle, imvakalelo yentengiso yamalahle yasekhaya iye yanyuswa.Iindidi ezintathu zamalahle ezinkulu (amalahle ashushu, amalahle okuphekela, kunye necoke) ngosuku lokuqala lokuvulwa koNyaka oMtsha zonke zatsibela phezulu.Ukusebenza.Ukongezelela, kwi-coke, ulindelo lwakutsha nje lweentsimbi zentsimbi ukuqalisa kwakhona imveliso luye lwazaliseka ngokuthe ngcembe.Ukuchaphazeleka ngokubuyiswa kwemfuno kunye nezinto zokugcina ebusika, i-coke ibe "yinkokeli" yeemarike zamalahle.
Ngokukodwa, ukunqunyanyiswa kwe-Indonesia kokuthunyelwa kwamalahle ngaphandle kweyoMqungu kulo nyaka kuya kuba nefuthe elithile kwimarike yamalahle yasekhaya, kodwa impembelelo isenokulinganiselwa.Ngokubhekiselele kwiindidi zamalahle, ininzi yamalahle angeniswa evela e-Indonesia ngamalahle ashushu, kunye ne-coking coal akhawunti malunga ne-1% kuphela, ngoko ke inempembelelo encinci ekuboneleleni kwasekhaya kwamalahle okupheka;ngamalahle ashushu, isiqinisekiso sokubonelela ngamalahle asekhaya sisaphunyezwa.Okwangoku, imveliso yemihla ngemihla kunye ne-inventri yamalahle ikwizinga eliphezulu kakhulu, kwaye impembelelo iyonke yokucutheka kokungenisa kumazwe angaphandle kwimarike yasekhaya inokulinganiselwa.Ukususela nge-10 kaJanuwari 2022, urhulumente wase-Indonesia akakenzi sigqibo sokugqibela malunga nokuphelisa isithintelo sokuthunyelwa kwamalahle kumazwe angaphandle, kwaye lo mgaqo-nkqubo awukaqinisekiswa, nto leyo efuna ukuhoywa kungekudala.
Ngokombono we-coke fundamentals, omabini amacala okubonelela kunye nemfuno ye-coke abonise ukuchacha ngokuthe ngcembe kutshanje, kwaye uluhlu olupheleleyo lwempahla luye lwaguquguquka kwinqanaba eliphantsi.
Ngokubhekiselele kwinzuzo, ixabiso lendawo ye-coke liye lanyuka ngokuqhubekayo, kwaye inzuzo ngetoni ye-coke iqhubekile yanda.Izinga lokusebenza kwezixhobo zentsimbi ezisezantsi ziphinde zanyuka, kwaye imfuno yokuthengwa kwe-coke yanda.Ukongeza, ezinye iinkampani ze-coke zikwathi ukuthuthwa kwamalahle akrwada kuthintelwe mva nje ngenxa yempembelelo yesibetho esitsha se-pneumonia.Ukongeza, njengoko uMthendeleko weNtwasahlobo usondela, kukho umsantsa omkhulu wonikezelo lwamalahle akrwada, kwaye amaxabiso anyukile ngamaqondo ahlukeneyo.Ukubuyiswa kwemfuno kunye nokunyuka kweendleko zokupheka kuye kwaqinisa kakhulu ukuzithemba kweenkampani ze-coke.Ukusukela nge-10 kaJanyuwari, 2022, iinkampani zecoke eziqhelekileyo ziye zanyusa ixabiso langaphambili le-coke kumzi-mveliso we-3 imijikelo emi-3, ngokonyuka okunyukayo nge-500 yuan/toni ukuya kwi-520 yuan/toni.Ukongezelela, ngokutsho kophando lwamaziko afanelekileyo, ixabiso le-coke by-products liye laphakama kwinqanaba elithile kutshanje, eliye lenze inzuzo ephakathi kwitoni nganye ye-coke iphuculwe kakhulu.Idatha yophando yeveki ephelileyo ibonise ukuba (ukususela nge-3 kaJanuwari ukuya kwe-7), inzuzo ephakathi kazwelonke ngetoni yecoke yayingama-203 yuan, ukwanda kwe-yuan eyi-145 kwiveki ephelileyo;phakathi kwabo, inzuzo ngetoni nganye yecoke kumaphondo aseShandong naseJiangsu idlule kwi-350 yuan.
Ngokwandiswa kwenzuzo ngetoni nganye yecoke, ulangazelelo lwemveliso lulonke lwamashishini ecoke lunyukile.Idatha esuka kwiveki edlulileyo (ngoJanuwari 3 ukuya kwi-7) ibonise ukuba izinga lokusetyenziswa kwamandla amashishini azimeleyo e-coke kwilizwe lonke liye lanyuka kancane ukuya kwi-71.6%, ipesenti ye-1.59 yeepesenti ukusuka kwiveki edlulileyo, i-4.41 ipesenti yamanqaku aphantsi, kunye ne-17.68 yeepesenti yeepesenti. unyaka nonyaka.Okwangoku, umgaqo-nkqubo wokuthintela ukuveliswa kwemveliso yendalo yoshishino lokupheka awuzange utshintshe ngokuphawulekayo xa kuthelekiswa nexesha elidlulileyo, kwaye izinga lokusetyenziswa kwe-coking lisekuluhlu oluphantsi lwembali.Kufuphi nokuvulwa kweeOlimpiki zaseBusika zaseBeijing, ukukhuselwa kwendalo jikelele kunye nemigaqo-nkqubo yokuthintela imveliso eBeijing-Tianjin-Hebei nakwiindawo ezikufutshane ayinakukhululeka kakhulu, kwaye imboni yokupheka kulindeleke ukuba igcine izinga lokusebenza eliphantsi.
Ngokwemfuno, iintsimbi zetsimbi kwezinye iindawo ziye zakhawuleza ukuqaliswa kwakhona kwemveliso.Idatha yophando lweveki ephelileyo (ukususela ngoJanuwari 3 ukuya 7) ibonise ukuba umlinganiselo wemihla ngemihla imveliso metal eshushu 247 zokusila intsimbi landa ukuya 2.085 yezigidi zeetoni, ukwanda cumulative yeetoni 95,000 kwiiveki ezimbini ezidlulileyo., ukuncipha konyaka nonyaka ngeetoni ezingama-357,600.Ngokutsho kophando lwangaphambili ngamaziko afanelekileyo, ukususela ngoDisemba 24, 2021 ukuya ekupheleni kukaJanuwari 2022, ii-furnaces ezingama-49 ziya kuphinda ziqalise ukuvelisa, kunye nomthamo wemveliso malunga neetoni ze-170,000 / ngosuku, kunye ne-10 blast furnaces zicetywa ukuba zivaliwe ukuze zigcinwe. , kunye nomthamo wemveliso malunga neetoni ezingama-60,000 / ngosuku.Ukuba imveliso iyanqunyanyiswa kwaye iphinde yaqalwa njengoko bekucwangcisiwe, umyinge wemveliso yemihla ngemihla ngoJanuwari 2022 kulindeleke ukuba ibuyele kwi-2.05 yezigidi zeetoni ukuya kwi-2.07 yezigidi zeetoni.Okwangoku, ukuqaliswa kwakhona kokuveliswa kweentsimbi zetsimbi ngokusisiseko kuhambelana nokulindela.Ukususela kumbono weendawo zokuqalisa kwakhona imveliso, ukubuyiswa kwemveliso kugxininiswe kakhulu eMpuma yeChina, kuMbindi weChina kunye noMntla-ntshona weChina.Uninzi lwemimandla esemantla zisathintelwe yizithintelo zemveliso, ngakumbi izixeko "ze-2 + 26" zisaza kuphumeza ukucutha unyaka nonyaka nge-30% kwintsimbi ekrwada kwikota yokuqala.Umgaqo-nkqubo we-%, igumbi lokunyuka ngakumbi kwimveliso yentsimbi eshushu kwixesha elifutshane linokuthi lilinganiselwe, kwaye kusafuneka ukuba ingqalelo ukuba imveliso yentsimbi ekrwada yesizwe iya kuqhubeka nokuphumeza umgaqo-nkqubo wokunganyuki okanye ukuncipha konyaka-on- kulo nyaka.
Ngokumalunga ne-inventory, i-inventory ye-coke iyonke yahlala iphantsi kwaye iguquguquka.Ukuqaliswa kwakhona kokuveliswa kweentsimbi zensimbi kuye kwabonakaliswa ngokuthe ngcembe kwi-inventory ye-coke.Okwangoku, i-coke inventory of metal mills ayizange inyuke kakhulu, kwaye iintsuku ezikhoyo zoluhlu ziye zaqhubeka zinciphisa malunga neentsuku ze-15, ezikuluhlu oluphakathi kunye olufanelekileyo.Ngethuba lexesha eliphambi koMthendeleko weNtwasahlobo, iintsimbi zentsimbi zisenomnqweno othile wokuthenga ukuze zigcine unikezelo oluzinzileyo lwezinto ezikrwada ngexesha loMnyhadala weNtwasahlobo.Ukongeza, ukuthengwa okusebenzayo kwamva nje ngabarhwebi kuye kwanciphisa kakhulu uxinzelelo kwi-inventory yezityalo ze-coking.Kwiveki ephelileyo (ngoJanuwari 3 ukuya kwe-7), uluhlu lwe-coke kwisityalo sokupheka sasimalunga ne-1.11 yezigidi zeetoni, phantsi kwe-1.06 yezigidi zeetoni ukusuka phezulu kwangaphambili.Ukuhla kwe-inventri kwakhona kwanika iinkampani ze-coke indawo ethile yokwandisa imveliso;ngelixa i-inventory ye-coke kumachweba iqhubekile ukunyuka, kwaye ukususela ngo-2021 Ukususela ngoNovemba kulo nyaka, ukugcinwa okuqokelelweyo kudlule iitoni ze-800,000.
Ngokubanzi, ukuqaliswa ngokutsha kokuveliswa kweentsimbi zetsimbi kunye nokubuyiswa kwemfuno ye-coke kuye kwaba yeyona nto iphambili yokuqhuba umgangatho oqinileyo wamaxabiso e-coke.Ukongeza, ukusebenza ngamandla kwempahla ekrwada amaxabiso amalahle kukwaxhasa iindleko zecoke, kwaye ukuguquguquka kukonke kwamaxabiso e-coke kunamandla.Kulindeleke ukuba imarike ye-coke isalindeleke ukuba ihlale iqinile kwixesha elifutshane, kodwa ingqwalasela eyongezelelweyo kufuneka ihlawulwe ekuqaliseni ukuveliswa kweemveliso zensimbi.


Ixesha lokuposa: Jan-20-2022