Ngowama-2023, urhwebo lulonke lwemarike ye-petroleum coke engeniswe kwamanye amazwe lwalubuthathaka, kwaye ubuninzi be-petroleum coke engeniswe kwamanye amazwe baqhubeka nokugqitha imfuno unyaka wonke ngenxa yokufika rhoqo kwee-odolo ezivela kubathengisi bokungenisa kwamanye amazwe. Njengoko ixabiso le-petroleum coke yasekhaya liqhubeka nokuhla, ixabiso le-coke engeniswe kwamanye amazwe ngokucacileyo liyaguquka, kwaye uluhlu lwezinto ezithengiswayo echwebeni luye lwanda lwaya kwinqanaba eliphezulu kwiminyaka yakutshanje.

Ukususela ngo-2023, i-spot petroleum coke echwebeni iqhubekile nokuqokelelana, nto leyo edala irekhodi eliphezulu rhoqo. Ukusukela ngoDisemba, isitokhwe se-port petroleum coke besiziitoni ezi-4.674 ezigidi, ukunyuka kweetoni ezi-2.183 ezigidi okanye i-87.64%.

Kwisiqingatha sokuqala sowama-2023, inani elikhulu le-petroleum coke engenisiweyo liqhubekile nokufikelela kwimarike yasekhaya, kunye neetoni eziyi-9,685,400 ze-petroleum coke ezingenisiweyo, ukonyuka kweetoni eziyi-2,805,200 okanye i-41.7%. Kwisiqingatha sokuqala sonyaka, ngokufika kwe-coke engenisiweyo kwimarike yasekhaya, kunye nenani elikhulu lee-odolo ze-association zexesha elide ezibiza kakhulu, ngenxa yeendleko eziphezulu zezixhobo zasekhaya, akukho nzuzo, ukusebenza kwemfuno ephantsi kukubi isantya sokuthunyelwa kwe-coke yokungenisa sihamba kancinci, ukungqubana kokunikezelwa ngokugqithisileyo kwiindawo eziphambili zemarike, kunye nokungafuni kwabarhwebi ukuthengisa kunamandla, uluhlu lwezinto ezikwi-port spot lwakha lwanyuka lwaya kwiitoni ezingaphezu kwe-5.5 yezigidi.

Kwisiqingatha sesibini sonyaka, ngokungena ngononophelo kwimarike yemfuno yasekhaya kunye nokuguquguquka okuphantsi kwamaxabiso e-coke yasekhaya, ukuthunyelwa kwe-coke yepetroleum engenisiweyo bekukubi, kwaye uluhlu lwezibuko lugcinwe lungaphezulu kwe-4.3 yezigidi zeetoni. Kwikota yesine, ngenxa yexabiso eliphezulu le-coke engenisiweyo kunye nokuguqulwa okukhulu kweendleko ezintsha zokufika echwebeni, ukungafuni kwabarhwebi ukuthengisa kunye ne-coke yepetroleum yasekhaya enamaxabiso aphantsi inemisebenzi yezibuko, uluhlu lwezibuko lunyuke kwakhona lwaya kwi-4.6 yezigidi zeetoni. Inkxaso yemfuno yemarike ye-sponge coke engenisiweyo ayilunganga, i-port esemantla yimithombo yasekhaya impembelelo yokuthunyelwa yehla, i-coke yepetroleum isebenza ixesha elide. Ngasemlanjeni naseMzantsi China, i-coke yepellet kunye ne-coke ye-sulfur fuel ephezulu zithunyelwe ngemfuno ephantsi, kwaye abarhwebi bathumela ngokukhutheleyo uluhlu lwezibuko lwehla kancinci.

Kwisiqingatha sokuqala sonyaka, ixabiso le-shot coke engeniswe kwamanye amazwe lehle ukusuka kwi-2,500 yuan/ton ekuqaleni konyaka laya kwi-1,700 yuan/ton, ixabiso le-coke yasekhaya nalo laqhubeka nokuhla, ukuhla kwemarike ye-petroleum coke, izinga lokuthunyelwa kwe-spot petroleum coke echwebeni lehla, kwaye umthamo we-port weveki ye-port ephambili wawumalunga ne-100,000 ukuya kwi-300,000 yeetoni. Kwisiqingatha sesibini sonyaka, ngokufika kwe-coke engeniswe kwamanye amazwe engabizi kakhulu kwimarike yasekhaya, ukuthunyelwa kwe-port spot price hedging kwaphucuka, kwaye ukuthunyelwa kwe-petroleum coke ngeveki kwizibuko eziphambili kwanda ukuya kwi-420,000 yeetoni, kodwa amaxabiso e-petroleum coke engeniswe kwamanye amazwe anyuse ubuthathaka ngokubanzi ahlala kwi-1500 yuan/ton.

Uqikelelo lwemarike yexesha elizayo:

NgoJanuwari, imakethi ye-petroleum coke yasekhaya yayirhweba kakuhle, kwaye ixabiso lentengiselwano lanyusa umthamo we-spot petroleum coke esayinwe kwizibuko. Ukusukela phakathi kuJanuwari, umthamo weveki we-petroleum coke kwizibuko ufikelele malunga neetoni ezingama-310,000, kwaye uluhlu lwe-petroleum coke lwehla lwaya kutsho malunga neetoni ezi-4.5 zezigidi. I-Longhong Information ifumanise ukuba inani le-petroleum coke ekulindeleke ukuba ifike eHong Kong kwikota yokuqala linciphile kakhulu, kwaye lichaphazeleka ziziganeko zamazwe ngamazwe, ezinye iindlela zothutho zavalwa, iindleko ezongezelelweyo ezifana ne-premium yokuthutha i-coke engeniswayo kunye nexesha lokuthuthwa landa, kwaye iindleko ze-petroleum coke yangaphandle zaqhubeka nokunyuka.

Kulindeleke ukuba ekupheleni kukaJanuwari, uninzi lwe-port petroleum coke luza kuphumeza ubungakanani bekhontrakthi ye-odolo, kwaye uluhlu lwezinto ezithengiswayo luza kuqhubeka nokwehla kancinci ngenxa yokwehla kobungakanani be-petroleum coke engeniswe kwamanye amazwe.