Kev hloov pauv ntawm cov khoom siv thiab kev xav tau txhawb nqa kev nce qib hauv coke coke
Thaum Lub Yim Hli 19, qhov sib txawv ntawm cov khoom siv dub sib txawv.Hlau ore poob los ntawm ntau dua 7%, rebar poob los ntawm ntau dua 3%, thiab coking thee thiab coke nce ntau dua 3%.Cov neeg xam phaj ntseeg tias tam sim no cov thee mine pib rov qab tsawg dua li qhov xav tau, thiab qhov kev thov qis qis yog qhov muaj zog, ua rau muaj kev nce siab hauv coke coke.
Raws li Dou Hongzhen, tus kws tshuaj ntsuam loj ntawm Yide Futures, vim tias muaj kev cuam tshuam los ntawm kev sib tsoo ntawm cov thee yav dhau los, kev txiav cov thee ntau lawm, thiab "dual-carbon" emission tswj kev kaw, txij li Lub Xya Hli, cov thee ntxuav cov nroj tsuag tau pib rov qab qeeb, thiab Kev xa khoom ntawm coking thee tau poob, thiab qhov tsis txaus ntawm coking thee tau nce zuj zus thaum lub Xya Hli..Kev txheeb cais qhia tau hais tias cov qauv kev ua haujlwm tam sim no ntawm cov thee ntxhua khaub ncaws hauv tsev yog 69.86%, ib xyoos ib zaug txo ntawm 8.43 feem pua.Nyob rau tib lub sijhawm, vim muaj kev sib kis ntau ntxiv hauv Mongolia thiab Tuam Tshoj-Australia kev sib raug zoo, xyoo-rau-xyoo poob ntawm coking thee ntshuam kuj tseem hnyav heev.Ntawm lawv, qhov xwm txheej tsis ntev los no hauv Mongolia yog qhov hnyav heev, thiab Mongolian thee kev lis kev cai tshem tawm tus nqi qis qis.Thaum Lub Yim Hli, 180 lub tsheb tau raug tshem tawm txhua hnub, uas yog qhov poob qis ntawm qib 800 lub tsheb nyob rau tib lub sijhawm xyoo tas los.Australian thee tseem tsis tau tso cai tshaj tawm, thiab cov khoom lag luam ntawm cov coking thee tuaj ntawm cov chaw nres nkoj ntug dej hiav txwv yog 4.04 lab tons, uas yog 1.03 lab tons qis dua thaum Lub Xya Hli.
Raws li tus neeg sau xov xwm los ntawm Futures Daily, tus nqi ntawm coke tau nce, thiab cov khoom siv raw khoom ntawm cov tuam txhab qis qis yog nyob rau theem qis.Kev txaus siab rau kev yuav cov coking thee muaj zog.Vim yog cov khoom lag luam nruj ntawm coking thee, cov khoom lag luam coking thee ntawm cov tuam txhab downstream tseem poob qis.Tam sim no, tag nrho cov khoom lag luam coking thee ntawm 100 lub tuam txhab coking ywj siab thoob plaws lub tebchaws yog kwv yees li 6.93 lab tons, uas yog txo qis ntawm 860,000 tons txij Lub Xya Hli, poob ntau dua 11% hauv ib hlis.
Qhov nce siab ntawm tus nqi ntawm coking thee txuas ntxiv mus nyem cov txiaj ntsig ntawm cov tuam txhab coking.Lub lim tiam dhau los, qhov nyiaj tau los nruab nrab ib tuj ntawm coke rau cov tuam txhab coking ywj pheej hauv lub tebchaws yog 217 yuan, cov ntaub ntawv qis hauv xyoo dhau los.Coking tuam txhab uas muag nyob rau hauv ib co cheeb tsam tau mus txog lub brink ntawm poob, thiab ib co Shanxi coke tuam txhab uas muag tau txwv lawv cov ntau lawm los ntawm 15%.."Thaum kawg ntawm Lub Xya Hli, qhov sib txawv ntawm cov khoom siv thee nyob rau sab qaum teb sab hnub poob ntawm Tuam Tshoj thiab lwm qhov chaw tau nthuav dav, thiab tus nqi ntawm cov coking thee tau nce ntxiv, ua rau cov tuam txhab coking hauv zos nce lawv cov kev txwv ntau lawm.Qhov tshwm sim no kuj tshwm sim hauv Shanxi thiab lwm qhov chaw. "Dou Hongzhen tau hais tias thaum kawg ntawm Lub Xya Hli, cov tuam txhab coking pib thawj zaug ntawm kev nce ntxiv.Tus nqi thee tom qab tau nce mus rau peb qhov sib law liag vim qhov nce sai ntawm cov nqi hluav taws xob.Raws li lub Yim Hli 18, tus nqi ntawm coke tau nce 480 yuan / tuj.
Cov kws tshuaj ntsuam xyuas tau hais tias vim qhov nce ntxiv ntawm cov nqi hluav taws xob tsis tu ncua thiab cov teeb meem hauv kev yuav khoom, kev ua haujlwm tam sim no ntawm cov tuam txhab coking hauv qee thaj chaw tau poob qis, cov khoom siv coke tseem poob qis, cov tuam txhab coking tau xa cov khoom zoo, thiab yuav luag tsis muaj. cov khoom muag hauv lub hoobkas.
Tus neeg sau xov xwm tau pom tias txawm hais tias daim ntawv cog lus 2109 coking thee futures tau mus txog qhov siab tshiab, tus nqi tau txo qis rau qhov chaw, thiab qhov nce qis dua qhov chaw.
Raws li lub yim hli ntuj 19, tus ex-factory nqi ntawm Shanxi-tsim 1.3% nruab nrab-sulfur coke huv si thee tau nce mus rau 2,480 yuan / ton, cov ntaub ntawv siab.Qhov sib npaug ntawm cov khoom lag luam yav tom ntej yog 2,887 yuan / tuj, thiab lub hli dhau los nce yog 25.78%.Nyob rau tib lub sijhawm, 2109 coking thee yav tom ntej cog lus tau nce los ntawm 2268.5 yuan / tuj rau 2653.5 yuan / ton, nce ntawm 16.97%.
Muaj kev cuam tshuam los ntawm kev sib kis ntawm coking thee, txij li lub Yim Hli, tus nqi ntawm coke chaw factories tau nce plaub puag ncig, thiab qhov chaw nres nkoj tus nqi lag luam tau nce los ntawm 380 yuan / tuj.Raws li lub Yim Hli 19, tus nqi ntawm quasi-theem metallurgical coke luam hauv Rizhao Chaw nres nkoj tau nce los ntawm 2,770 yuan / tuj rau 3,150 yuan / tuj, uas tau hloov mus rau hauv cov khoom lag luam yav tom ntej ntawm 2,990 yuan / tuj rau 3389 yuan / tuj.Nyob rau tib lub sijhawm, 2109 coke yav tom ntej cog lus tau nce los ntawm 2928 yuan / tuj rau 3379 yuan / tuj, thiab lub hauv paus tau hloov pauv los ntawm cov luv nqi yav tom ntej ntawm 62 yuan / tuj mus rau luv nqi ntawm 10 yuan / tuj.