Kev hloov pauv ntawm kev muab khoom thiab kev thov ua rau muaj kev nce siab ntawm cov thee coke
Thaum Lub Yim Hli 19, qhov sib txawv ntawm cov khoom dub tau sib txawv. Cov hlau hlau poob ntau dua 7%, cov hlau rebar poob ntau dua 3%, thiab cov thee coking thiab coke nce ntau dua 3%. Cov neeg raug xam phaj ntseeg tias lub chaw khawb thee tam sim no pib rov zoo dua li qhov xav tau, thiab qhov kev thov hauv qab no muaj zog, ua rau cov thee coke nce siab heev.
Raws li Dou Hongzhen, tus kws tshuaj ntsuam xyuas laus ntawm Yide Futures, vim muaj kev cuam tshuam ntawm cov xwm txheej hauv av thee yav dhau los, kev txiav cov thee ntau lawm, thiab kev kaw "dual-carbon" emission control, txij li Lub Xya Hli, cov chaw ntxuav thee tau pib rov zoo qeeb qeeb, thiab cov khoom siv coking thee tau poob qis, thiab qhov tsis txaus ntawm coking thee tau nce ntxiv thaum kawg Lub Xya Hli. . Cov ntaub ntawv qhia tau hais tias tus nqi ua haujlwm tam sim no ntawm cov chaw ntxuav thee hauv tsev yog 69.86%, txo qis txhua xyoo ntawm 8.43 feem pua. Tib lub sijhawm, vim muaj kev sib kis ntau zaus hauv Mongolia thiab Tuam Tshoj-Australia kev sib raug zoo, qhov kev poob qis txhua xyoo hauv kev xa khoom coking thee kuj tau hnyav heev. Ntawm lawv, qhov xwm txheej tsis ntev los no hauv Mongolia yog qhov hnyav, thiab tus nqi tshem tawm kev lis kev cai ntawm Mongolian thee yog nyob rau theem qis. Thaum Lub Yim Hli, 180 lub tsheb tau raug tshem tawm txhua hnub, uas yog qhov poob qis tseem ceeb los ntawm qib ntawm 800 lub tsheb hauv tib lub sijhawm xyoo tas los. Cov thee Australian tseem tsis tau tso cai tshaj tawm, thiab cov khoom lag luam ntawm cov coking coal xa tuaj ntawm cov chaw nres nkoj ntug dej hiav txwv yog 4.04 lab tons, uas yog 1.03 lab tons qis dua li lub Xya Hli.
Raws li tus neeg sau xov xwm los ntawm Futures Daily, tus nqi ntawm coke tau nce siab, thiab cov khoom siv raw ntawm cov tuam txhab downstream yog nyob rau theem qis. Kev txaus siab rau kev yuav coking thee muaj zog. Vim muaj cov khoom siv coking coal tsawg, cov khoom siv coking coal ntawm cov tuam txhab downstream tseem poob qis. Tam sim no, tag nrho cov khoom siv coking coal ntawm 100 lub tuam txhab coking ywj pheej thoob plaws lub tebchaws yog li 6.93 lab tons, uas yog qhov txo qis ntawm 860,000 tons los ntawm Lub Xya Hli, qhov poob ntau dua 11% hauv ib hlis.
Tus nqi ntawm cov thee coking nce siab heev txuas ntxiv ua rau cov tuam txhab coking poob nyiaj ntau. Lub lim tiam dhau los, qhov nruab nrab ntawm cov nyiaj tau los ib tuj ntawm coke rau cov tuam txhab coking ywj pheej hauv lub tebchaws yog 217 yuan, uas yog cov ntaub ntawv qis tshaj plaws hauv xyoo tas los. Cov tuam txhab coking hauv qee thaj chaw tau mus txog qhov poob, thiab qee lub tuam txhab coke Shanxi tau txwv lawv cov khoom tsim tawm li ntawm 15%. . "Thaum kawg ntawm Lub Xya Hli, qhov sib txawv ntawm cov khoom siv thee hauv sab qaum teb sab hnub poob Suav teb thiab lwm qhov chaw tau nthuav dav, thiab tus nqi ntawm cov thee coking nce ntxiv, ua rau cov tuam txhab coking hauv zos nce lawv cov kev txwv kev tsim khoom. Qhov xwm txheej no kuj tau tshwm sim hauv Shanxi thiab lwm qhov chaw. " Dou Hongzhen tau hais tias thaum kawg ntawm Lub Xya Hli, cov tuam txhab coking tau pib thawj qhov kev nce nqi. Tus nqi thee tom qab ntawd tau nce rau peb qhov sib law liag vim yog qhov nce nqi thee sai. Txij li Lub Yim Hli 18, tus nqi coke tau nce 480 yuan / ton.
Cov kws tshuaj ntsuam xyuas tau hais tias vim yog qhov nce ntxiv ntawm cov nqi thee nyoos thiab muaj teeb meem hauv kev yuav khoom, qhov kev ua haujlwm tam sim no ntawm cov tuam txhab coking hauv qee thaj chaw tau poob qis heev, kev muab coke tseem pheej poob qis, cov tuam txhab coking muaj kev xa 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 yav tom ntej ntawm 2109 coking thee tau mus txog qhov siab tshiab, tus nqi tau txo qis rau qhov chaw, thiab qhov nce qis dua li ntawm qhov chaw.
Txij li thaum Lub Yim Hli 19, tus nqi ex-factory ntawm Shanxi-tsim 1.3% nruab nrab-sulfur coke huv thee tau nce mus txog 2,480 yuan / ton, qhov siab tshaj plaws. Qhov sib npaug ntawm cov khoom lag luam yav tom ntej hauv tsev yog 2,887 yuan / ton, thiab qhov nce txhua hli yog 25.78%. Nyob rau tib lub sijhawm, daim ntawv cog lus yav tom ntej 2109 coking thee tau nce los ntawm 2268.5 yuan / ton mus rau 2653.5 yuan / ton, nce ntawm 16.97%.
Cuam tshuam los ntawm kev xa cov thee coking, txij li lub Yim Hli, tus nqi ntawm cov chaw tsim khoom coke tau nce plaub zaug, thiab tus nqi lag luam chaw nres nkoj tau nce 380 yuan / ton. Txij li lub Yim Hli 19, tus nqi ntawm kev lag luam coke metallurgical quasi-level hauv Rizhao Chaw nres nkoj tau nce los ntawm 2,770 yuan / ton mus rau 3,150 yuan / ton, uas tau hloov mus rau hauv cov khoom lag luam yav tom ntej hauv tsev los ntawm 2,990 yuan / ton mus rau 3389 yuan / ton. Nyob rau tib lub sijhawm, daim ntawv cog lus yav tom ntej 2109 coke tau nce los ntawm 2928 yuan / ton mus rau 3379 yuan / ton, thiab lub hauv paus tau hloov los ntawm kev luv nqi yav tom ntej ntawm 62 yuan / ton mus rau kev luv nqi ntawm 10 yuan / ton.