Ngo-2023, urhwebo lulonke lwemakethi yepetroleum coke ephuma kumazwe angaphandle belubuthathaka, kwaye ukugqithiswa kwepetroleum coke ephuma kumazwe angaphandle kuqhubekile ukogqitha imfuno unyaka wonke ngenxa yokufika okuqhubekayo kwee-odolo ezivela kubarhwebi abavela kumazwe angaphandle. Njengoko ixabiso le-petroleum coke yasekhaya liqhubeka nokuhla, ixabiso le-coke ephuma kumazwe angaphandle ngokuqinisekileyo liyaguqulwa, kwaye uluhlu lweendawo kwizibuko lonyuke lwaya phezulu kwiminyaka yakutshanje.

Ukusukela ngo-2023, indawo yepetroleum coke kwizibuko iqhubekile nokuqokelelwa, ihlala isenza irekhodi ephezulu. Ukusukela kweyoMnga, uluhlu lulonke lwepetroleum coke lwaluzizigidi ezi-4.674 zeetoni, ukwanda kwe-2.183 yezigidi zeetoni okanye 87.64%.

Kwisiqingatha sokuqala se-2023, inani elikhulu le-petroleum coke ephuma ngaphandle liqhubekile ukufikelela kwimarike yasekhaya, kunye neetoni ezi-9,685,400 zeetoni ze-petroleum coke, ukwanda kweetoni ze-2,805,200 okanye i-41.7%. Kwisiqingatha sokuqala sonyaka, kunye nokufika kwe-coke ephuma kumazwe angaphandle kwimarike yasekhaya, kunye nexabiso eliphezulu lee-odolo zombutho wexesha elide, ngenxa yeendleko eziphezulu zezibonelelo zasekhaya, akukho nzuzo, ukusebenza kweemfuno ezisezantsi. Isantya sokuthunyelwa kwe-coke sisezantsi sihamba kancinci, ukuphikisana konikezelo olugqithisileyo kwiimbalasane zemarike, kudityaniswa nokuthandabuza kwabarhwebi ukuthengisa kunamandla, uluhlu lwempahla yezibuko lwakhe lwanyuka lwaya kutsho ngaphezu kwe-5.5 yezigidi zeetoni.

Kwisiqingatha sesibini sonyaka, ngokungena ngobunono kwimarike yemfuno yangaphakathi kunye nokuguquguquka okuphantsi kwamaxabiso e-coke yasekhaya, ukuthunyelwa kukonke kwe-petroleum coke ephuma kumazwe angaphandle ibingentle, kwaye uluhlu lwempahla yezibuko lwagcinwa lungaphezulu kweetoni ezizigidi ezi-4.3. Kwikota yesine, ngenxa yexabiso eliphezulu le-coke ephuma ngaphandle kunye nokuguqulwa okunzulu kweendleko ezintsha zokufika kwizibuko, ukungafuni kwabarhwebi ukuthengisa kunye nexabiso eliphantsi le-petroleum coke yasekhaya inemisebenzi yezibuko, indawo ye-port spot yavuka kwakhona. ukuya kutsho kwi-4.6 yezigidi zeetoni. Inkxaso yemfuno yemalike ye-sponge ye-sponge ayilungile, izibuko elingasentla ngemithombo yasekhaya impembelelo yokuthunyelwa kwehlile, i-petroleum coke yexesha elide yokusebenza okuphezulu. Ngasemlanjeni naseMzantsi China, i-pellet coke kunye ne-coke ye-sulphur ephezulu yesulfure zathunyelwa ngemfuno esezantsi, kwaye abarhwebi ngenkuthalo bathumela iimpahla zezibuko zehla kancinci.

Kwisiqingatha sokuqala sonyaka, ixabiso le-coke ephuma kumazwe angaphandle lehla ukusuka kwi-2,500 yuan/toni ekuqaleni konyaka ukuya kwi-1,700 ye-yuan/toni, ixabiso le-coke yasekhaya nalo laqhubeka nokuhla, ukuhla kwemarike ye-petroleum coke, ukuthunyelwa ngokubanzi. izinga lepetroleum coke kwizibuko lehla, kwaye umthamo wezibuko weveki nganye wezibuko elikhulu wawumalunga ne-100,000 ukuya kwi-300,000 yeetoni. Kwisiqingatha sesibini sonyaka, ngokufika kwexabiso eliphantsi le-coke ethengwa kumazwe angaphandle kwimarike yasekhaya, ukuhanjiswa kwexabiso le-port spot hedging kwaphuculwa, kwaye ukuthunyelwa kwe-coke ye-petroleum ngeveki kumazibuko aphambili kunyuke ukuya kutsho malunga neetoni ezingama-420,000, kodwa i-petroleum ethunyelwa ngaphandle. amaxabiso e-coke atyhalele phezulu abuthathaka xa ewonke agcinwe kwi-1500 yuan/toni.

Uqikelelo lwemarike yekamva:

NgoJanuwari, imarike yasekhaya yepetroleum coke yayirhweba kakuhle, kwaye ixabiso lentengiselwano linyuse umthamo we-petroleum coke esayinwe kwizibuko. Ukusukela phakathi kuJanuwari, umthamo weveki yepetroleum coke kwizibuko ufikelele malunga neetoni ezingama-310,000, kwaye uluhlu lwepetroleum coke lwehlile ukuya malunga ne-4.5 yezigidi zeetoni. Ulwazi lwe-Longhong lwafunda ukuba inani le-petroleum coke ekulindeleke ukuba lifike eHong Kong kwikota yokuqala liye lancitshiswa kakhulu, kwaye lichaphazeleka kwiziganeko zamazwe ngamazwe, ezinye iindlela zokuhamba zendlela zavalwa, iindleko ezongezelelweyo ezifana ne-premium yempahla ye-coke kunye nexesha lokuthutha liye landa, kwaye iindleko zepetroleum coke ipleyiti yangaphandle iqhubekile nokunyuka.

Kulindeleke ukuba ekupheleni kukaJanuwari, ininzi ye-coke ye-petroleum ye-port iya kuqhuba umthamo wekhontrakthi ye-odolo, kwaye i-inventory yendawo ye-port iya kuqhubeka iyancipha ngokucothayo ngenxa yokuhla komthamo we-petroleum coke evela kumazwe angaphandle.