Dhaqaalaha suuqa Shiinaha ayaa si joogto ah u kobci doona sanadka 2021. Wax soo saarka warshadaha ayaa horseedi doona baahida loo qabo agabka ceeriin ee badan. Gawaarida, kaabayaasha dhaqaalaha iyo warshadaha kale waxay ilaalin doonaan baahida wanaagsan ee aluminiumka iyo birta elektrolytic-ga ah. Dhinaca baahida ayaa samayn doona taageero wax ku ool ah oo wanaagsan oo loogu talagalay suuqa petcoke.
Nuskii hore ee sanadka, suuqa petcoke-ka gudaha ayaa si fiican u ganacsanayay, qiimaha petcoke-ka dhexdhexaadka ah iyo kan sulfur-ka badan ayaa muujiyay isbeddello kor u kacay oo isbeddelaya. Laga bilaabo Janaayo ilaa Maajo, sababtoo ah sahayda oo yar iyo baahida xooggan awgeed, qiimaha coke-ka ayaa sii waday inuu si weyn u kordho. Bishii Juun, qiimaha coke-ka ayaa bilaabay inuu kor u kaco iyadoo la keenayo, qaar ka mid ah qiimaha coke-kana way hoos u dhaceen, laakiin qiimaha guud ee suuqa ayaa weli aad uga sarreeya isla xilligii sannadkii hore.
Guud ahaan suuqa kala iibsiga rubuci hore wuu fiicnaa. Iyada oo ay taageerayaan suuqa dhinaca baahida ee ku xeeran Xafladda Gu'ga, qiimaha kookaha batroolka ayaa muujiyay isbeddel sii kordhaya. Tan iyo dabayaaqadii Maarso, qiimaha kookaha bartamaha iyo sulfur-ka badan xilligii hore ayaa kor u kacay heer sare, hawlgallada helitaanka kookaha ee hoos u dhaca ayaa hoos u dhacay, qiimaha kookaha ee warshadaha qaarna way hoos u dhaceen. Maadaama dayactirka kookaha gudaha uu ku urursanaa rubuci labaad, sahayda kookaha ayaa si weyn hoos ugu dhacday, laakiin waxqabadka dhinaca baahida ayaa ahaa mid la aqbali karo, taas oo weli ah taageero wanaagsan oo loogu talagalay suuqa kookaha. Si kastaba ha ahaatee, tan iyo bishii Juun waxay bilowday inay dib u bilowdo wax soo saarka iyadoo dib loo habeeyay warshadda, aluminiumka elektrolytic-ga ee Waqooyiga iyo Koonfur-galbeed Shiinaha ayaa si joogto ah u soo bandhigay warar xun. Intaa waxaa dheer, yaraanta lacagaha warshadaha kaarboonka dhexdhexaadka ah iyo aragtida xun ee suuqa ayaa xaddiday laxanka wax iibsiga ee shirkadaha hoos u dhaca. Suuqa kookaha ayaa mar kale galay marxaladda isku-dhafka.
Sida laga soo xigtay falanqaynta xogta ee Longzhong Information, celceliska qiimaha kookaha batroolka 2A waa 2653 yuan/ton, celcelis ahaan qiimaha kor u kaca sanad-sannadeedka oo ah 1388 yuan/ton qeybtii hore ee 2021, taasoo ah koror dhan 109.72%. Dhammaadkii Maarso, qiimaha kookaha ayaa kor u kacay 2,700 yuan/ton qeybtii hore ee sanadka, taasoo ah koror sanad-sannadeed ah oo ah 184.21%. Qiimaha kookaha batroolka 3B waxaa si weyn u saameeyay dayactirka dhexe ee warshadaha sifeynta. Qiimaha kookaha ayaa sii waday inuu kor u kaco rubuci labaad. Bartamihii Maajo, qiimaha kookaha ayaa kor u kacay 2370 yuan/ton qeybtii hore ee sanadka, taasoo ah koror sanad-sannadeed ah oo ah 111.48%. Suuqa kookaha ee sulfur-ka badan leh ayaa wali ganacsigiisa socda, iyadoo celceliska qiimaha qeybtii hore ee sanadka uu ahaa 1455 yuan/ton, taasoo ah koror dhan 93.23% sanadba sanadka ka dambeeya.
Iyada oo ay sabab u tahay qiimaha alaabta ceeriin, qiimaha kookaha sulfur-ka ah ee lagu daray kookaha gudaha qeybtii hore ee 2021 ayaa muujiyay isbeddel kor u kacay. Ganacsiga guud ee suuqa calcining wuxuu ahaa mid wanaagsan, iibsiga dhinaca baahidana wuu xasilloonaa, taas oo u wanaagsan rarista shirkadaha calcined.
Sida laga soo xigtay falanqaynta xogta ee Longzhong Information, qeybtii hore ee 2021, celceliska qiimaha kookaha sulfur-ka lagu shubay wuxuu ahaa 2,213 yuan/ton, taasoo ah koror dhan 880 yuan/ton marka la barbar dhigo qeybtii hore ee 2020, taasoo ah koror dhan 66.02%. Rubucii hore, guud ahaan suuqa sulfur-ka lagu shubay si wanaagsan ayaa loo kala iibsaday. Rubucii hore, kookaha guud ee xamuulka lagu shubay oo leh sulfur-ka lagu shubay oo ah 3.0% ayaa kor u kacay 600 yuan/ton, celceliska qiimahana wuxuu ahaa 2187 yuan/ton. Tirada sulfur-ka ee 3.0% vanadium-ka ku jirta kookaha calcined-ka lagu shubay oo ah 300PM ayaa kor u kacday 480 yuan/ton, iyadoo celcelis ahaan qiimaha uu ahaa 2370 yuan/ton. Rubucii labaad, sahayda kookaha batroolka ee dhexdhexaadka ah iyo kuwa salfar-ka lagu shubay ee Shiinaha ayaa hoos u dhacday qiimaha kookahana wuu sii socday. Si kastaba ha ahaatee, shirkadaha kaarboon-ka ee hoos yimaada waxay leeyihiin xamaasad wax iibsi oo xaddidan. Iyada oo ah isku xidhka dhexe ee suuqa kaarboonka, shirkadaha kaarboonku wax badan kama sheegaan suuqa kaarboonka. Faa'iidada wax soo saarku way sii yaraanaysaa, cadaadiska kharashkuna wuu sii kordhayaa, qiimaha kaarboonkuna wuu sii kordhayaa. Heerka kororka ayaa hoos u dhacay. Laga bilaabo Juun, iyadoo la soo kabsanayo sahayda kaarboonka dhexe ee gudaha iyo tan sare ee sulfur, qiimaha qaar ee kaarboonku wuu hoos u dhacay, faa'iidada shirkadaha kaarboonku waxay isu beddeshay faa'iido. Qiimaha macaamilka ee kaarboonka guud ee xamuulka ah ee kaarboonku ku jiro oo leh sulfur 3% ayaa loo hagaajiyay 2,650 yuan/tan, iyo kaarboonku ku jiro 3.0% iyo kaarboonku ku jiro vanadium 300PM. Qiimaha macaamilka ee kaarboonku ku jiro wuxuu kor u kacay 2,950 yuan/tan.
Sanadka 2021, qiimaha gudaha ee anodes-ka hore loo dubay ayaa sii wadi doona inuu kordho, iyadoo koror guud uu yahay 910 yuan/tan laga bilaabo Janaayo ilaa Juun. Laga bilaabo Juun, qiimaha iibka ee anodes-ka hore loo dubay ee Shandong ayaa kor u kacay ilaa 4225 yuan/tan. Maadaama qiimaha alaabta ceeriinku uu sii kordhayo, cadaadiska wax soo saarka ee shirkadaha anodes-ka hore loo dubay ayaa kordhay. Bishii Maajo, qiimaha odes-ka dhuxusha ayaa si weyn kor ugu kacay. Iyada oo ay taageerayaan kharashyada, qiimaha anodes-ka hore loo dubay ayaa si weyn kor ugu kacay. Bishii Juun, markii qiimaha keenista odes-ka dhuxusha uu hoos u dhacay, qiimaha kookaha batroolka ayaa qayb ahaan la hagaajiyay, faa'iidada wax soo saarka ee shirkadaha anodes-ka hore loo dubayna way soo noqotay.
Tan iyo 2021, warshadaha aluminiumka elektaroonigga ah ee gudaha ayaa sii waday isbeddel qiimo sare leh iyo faa'iido sare leh. Faa'iidada halkii tan ee qiimaha aluminiumka elektaroonigga ah waxay gaari kartaa ilaa 5000 yuan/tan, heerka isticmaalka awoodda wax soo saarka aluminiumka elektaroonigga ah ee gudaha ayaa mar la ilaalinayay qiyaastii 90%. Tan iyo bishii Juun, bilowgii guud ee warshadaha aluminiumka elektaroonigga ah ayaa si isdaba joog ah hoos ugu dhacay. Yunnan, Inner Mongolia, iyo Guizhou waxay si isdaba joog ah u kordhiyeen xakamaynta warshadaha tamarta badan qaata sida aluminiumka elektaroonigga ah. Intaa waxaa dheer, xaaladda ka saarista aluminiumka elektaroonigga ah ayaa sii kordheysay. Ilaa dhammaadka bisha Juun, kaydka aluminiumka elektaroonigga ah ee gudaha ayaa hoos u dhacay ilaa 850,000 oo tan.
Sida laga soo xigtay xogta laga helay Longzhong Information, wax soo saarka aluminiumka elektaroonigga ah ee gudaha qeybtii hore ee 2021 wuxuu ahaa qiyaastii 19.35 milyan oo tan, taasoo ah koror dhan 1.17 milyan oo tan ama 6.4% sanadba sanadka ka dambeeya. Nuskii hore ee sanadka, celceliska qiimaha aluminiumka booska gudaha ee Shanghai wuxuu ahaa 17,454 yuan/ton, koror dhan 4,210 yuan/ton, ama 31.79%. Qiimaha suuqa aluminiumka elektaroonigga ah ayaa sii socday inuu kor u kaco laga bilaabo Janaayo ilaa Maajo. Bartamihii Maajo, qiimaha aluminiumka booska ee Shanghai ayaa si weyn kor ugu kacay ilaa 20,030 yuan/ton, isagoo gaaray heerka ugu sarreeya ee qiimaha aluminiumka elektaroonigga ah qeybtii hore ee sanadka, isagoo kor u kacay 7,020 yuan/ton sanadba sanadka ka dambeeya, koror dhan 53.96%.
Saadaasha Muuqaalka:
Waxaa weli jira qorshayaal dayactir ah oo loogu talagalay qaar ka mid ah warshadaha sifeynta gudaha qeybta labaad ee sanadka, laakiin maadaama dayactirka kahor warshadaha sifeynta ay bilaabeen inay soo saaraan kookaha, guud ahaan sahayda petcoke-ka gudaha saameyn yar ayay leedahay. Shirkadaha kaarboonka ee hoose ayaa si deggan u bilaabay, suuqa aluminiumka elektrolytic-ga ee terminal-ka ah ayaa laga yaabaa inuu kordhiyo wax soo saarka iyo dib u bilaabista awoodda wax soo saarka. Si kastaba ha ahaatee, sababtoo ah xakamaynta bartilmaameedka laba-kaarboon, heerka kobaca wax soo saarka ayaa la filayaa inuu xaddidan yahay. Xitaa marka kaydka dalku uu hoos u dhigo si loo yareeyo cadaadiska saadka, qiimaha aluminiumka elektrolytic-ga ayaa weli sii wada isbeddello isbeddello sare leh. Waqtigan xaadirka ah, shirkadaha aluminiumka elektrolytic-ga ah ayaa faa'iido leh, terminal-kuna wali wuxuu leeyahay taageero wanaagsan oo loogu talagalay suuqa petcoke.
Waxaa la filayaa in qeybta labaad ee sanadka, saameynta saadka iyo baahida labadaba awgeed, qaar ka mid ah qiimaha kookaha si yar loo hagaajin karo, laakiin guud ahaan, qiimaha kookaha batroolka ee dhexdhexaadka ah iyo kuwa sulfur-ka badan ayaa wali ku socda heer sare.
Waqtiga boostada: Luulyo-23-2021