Rov qab saib xyoo 2021, cov hom thee uas muaj feem cuam tshuam - thermal thee, coking thee, thiab coke futures tus nqi tau ntsib kev nce thiab poob qis tsawg heev, uas tau dhau los ua qhov tseem ceeb ntawm kev ua lag luam khoom lag luam. Ntawm lawv, nyob rau thawj ib nrab ntawm xyoo 2021, tus nqi ntawm coke futures tau hloov pauv ntau zaus, thiab nyob rau hauv ib nrab xyoo tom ntej, thermal thee tau dhau los ua qhov tseem ceeb tsav tsheb ntawm kev ua lag luam thee, tsav tsheb ntawm coking thee thiab coke futures kom hloov pauv ntau heev. Hauv cov nqe lus ntawm kev ua tau zoo ntawm tus nqi tag nrho, coking thee muaj tus nqi nce siab tshaj plaws ntawm peb hom. Txij li thaum Lub Kaum Ob Hlis 29, 2021, tus nqi cog lus tseem ceeb ntawm coking thee tau nce ze li ntawm 34.73% thoob plaws hauv xyoo, thiab tus nqi ntawm coke thiab thermal thee tau nce 3.49% thiab 2.34% feem. %.
Los ntawm qhov kev xav ntawm cov yam tsav tsheb, nyob rau thawj ib nrab ntawm xyoo 2021, txoj haujlwm tau npaj tseg ntawm kev txo cov hlau nyoos tsim thoob plaws lub tebchaws tau ua rau muaj kev nce ntxiv ntawm kev cia siab tias qhov kev thov rau coke thee yuav tsis muaj zog hauv kev ua lag luam. Txawm li cas los xij, los ntawm qhov xwm txheej tiag tiag, tshwj tsis yog cov chaw tsim hlau hauv Hebei Xeev kom nce kev txwv kev tsim khoom thiab kev tsim hlau nyoos kom poob qis, lwm lub xeev tsis tau siv cov phiaj xwm txo qis. Nyob rau thawj ib nrab ntawm xyoo 2021, tag nrho cov hlau nyoos tsim tau nce es tsis txo qis, thiab qhov kev thov rau coking thee tau ua tau zoo. Qhov kev sib sau ua ke ntawm Shanxi Xeev, tus tsim khoom tseem ceeb ntawm thee thiab coke, tau ua haujlwm tshuaj xyuas ib puag ncig, thiab sab kev muab khoom tau ntsib kev poob qis phased.) Cov nqi yav tom ntej tau hloov pauv dav heev. Nyob rau hauv ib nrab thib ob ntawm xyoo 2021, cov chaw tsim hlau hauv zos tau ua tiav cov cai txo cov hlau nyoos tsim tawm, thiab qhov kev thov rau cov khoom siv raw tau tsis muaj zog. Nyob rau hauv kev cuam tshuam ntawm cov nqi nce, cov nqi ntawm coking thee thiab coke ntxiv ua raws li kev nce siab. Raws li kev ua ntawm ntau txoj cai los xyuas kom muaj kev muab khoom thiab ruaj khov tus nqi, pib txij li thaum kawg Lub Kaum Hli 2021, tus nqi ntawm peb hom thee (thermal thee, coking thee, thiab coke) yuav maj mam rov qab mus rau qhov ntau thiab tsawg tsim nyog.
Xyoo 2020, kev lag luam coking tau ua kom cov txheej txheem tshem tawm cov peev xwm tsim khoom qub, nrog rau kev rho tawm ntawm kwv yees li 22 lab tons ntawm cov peev xwm tsim khoom coking thoob plaws hauv ib xyoos. Xyoo 2021, cov peev xwm coking feem ntau yuav yog cov khoom tshiab ntxiv. Raws li cov ntaub ntawv txheeb cais, 25.36 lab tons ntawm cov peev xwm tsim khoom coking yuav raug tshem tawm hauv xyoo 2021, nrog rau kev nce ntawm 50.49 lab tons thiab kev nce ntawm 25.13 lab tons. Txawm li cas los xij, txawm hais tias cov peev xwm tsim khoom coking maj mam rov ua dua, kev tsim khoom coke yuav qhia txog kev loj hlob tsis zoo txhua xyoo hauv xyoo 2021. Raws li cov ntaub ntawv los ntawm Lub Chaw Haujlwm Saib Xyuas Kev Txheeb Xyuas Hauv Tebchaws, kev tsim khoom coke hauv 11 lub hlis thawj zaug ntawm xyoo 2021 yog 428.39 lab tons, kev txo qis txhua xyoo ntawm 1.6%, feem ntau yog vim muaj kev poob qis tas li ntawm kev siv cov peev xwm coking. Cov ntaub ntawv soj ntsuam qhia tau tias xyoo 2021, qhov kev siv peev xwm coking ntawm tag nrho cov qauv yuav poob qis los ntawm 90% thaum pib ntawm lub xyoo mus rau 70% thaum kawg ntawm lub xyoo. Xyoo 2021, thaj chaw tsim khoom coking tseem ceeb yuav ntsib ntau qhov kev tshuaj xyuas ib puag ncig, txoj cai tiv thaiv ib puag ncig tag nrho yuav nruj dua, txoj cai tswj kev siv hluav taws xob ob npaug yuav nce ntxiv rau ib nrab xyoo tom ntej, cov txheej txheem txo qis ntawm kev tsim cov hlau nyoos yuav raug ua kom nrawm dua, thiab txoj cai siab yuav ua rau qhov kev thov poob qis, ua rau muaj kev loj hlob tsis zoo txhua xyoo hauv kev tsim coke.
Xyoo 2022, kuv lub teb chaws lub peev xwm tsim coking tseem yuav muaj qee qhov kev nce ntxiv. Nws kwv yees tias 53.73 lab tons ntawm lub peev xwm tsim coking yuav raug tshem tawm hauv xyoo 2022, nrog rau kev nce ntawm 71.33 lab tons thiab kev nce ntxiv ntawm 17.6 lab tons. Los ntawm qhov kev xav ntawm cov nyiaj tau los, cov nyiaj tau los ib tuj ntawm coke hauv thawj ib nrab ntawm xyoo 2021 yog 727 yuan, tab sis nyob rau hauv ib nrab xyoo tom ntej, nrog rau kev nce ntawm cov nqi coking, cov nyiaj tau los ib tuj ntawm coke yuav poob rau 243 yuan, thiab cov nyiaj tau los tam sim ntawd ib tuj ntawm coke yuav yog li 100 yuan thaum kawg ntawm lub xyoo. Nrog rau kev txav mus los tag nrho ntawm cov nqi thee nyoos, cov nyiaj tau los ib tuj ntawm coke yuav rov qab los hauv xyoo 2022, uas yog qhov zoo rau kev rov qab los ntawm kev muab coke. Feem ntau, nws xav tias kev muab coke yuav nce ntxiv tas li hauv xyoo 2022, tab sis txwv los ntawm kev cia siab ntawm kev tswj hwm tiaj tus ntawm cov hlau nyoos tsim tawm, qhov chaw loj hlob ntawm kev muab coke yog txwv.
Hais txog kev thov, qhov kev thov tag nrho rau coke hauv xyoo 2021 yuav qhia txog qhov sib txawv ntawm qhov tsis muaj zog pem hauv ntej thiab nraub qaum. Hauv thawj ib nrab ntawm xyoo 2021, txoj haujlwm txo qis ntawm kev tsim cov hlau nyoos hauv feem ntau thaj chaw tsis tau ua tiav zoo, thiab cov zis ntawm cov hlau nyoos thiab hlau npua tau nce ntxiv ntau, tsav qhov kev thov rau coke kom muaj zog; Kev tsim khoom txuas ntxiv poob qis, ua rau muaj kev thov coke tsis muaj zog. Raws li cov ntaub ntawv soj ntsuam, qhov nruab nrab txhua hnub ntawm cov hlau molten ntawm 247 cov qauv hlau cog hauv lub tebchaws yog 2.28 lab tons, ntawm qhov nruab nrab txhua hnub ntawm cov hlau molten hauv thawj ib nrab ntawm xyoo 2021 yog 2.395 lab tons, thiab qhov nruab nrab txhua hnub ntawm cov hlau molten hauv ib nrab xyoo thib ob yog 2.165 lab tons, uas tau poob rau 2.165 lab tons thaum kawg ntawm lub xyoo. Kwv yees li 2 lab tons. Cov ntaub ntawv los ntawm Lub Chaw Haujlwm Saib Xyuas Kev Txheeb Xyuas Hauv Tebchaws qhia tau hais tias hauv thawj 11 lub hlis ntawm xyoo 2021, cov zis ntawm cov hlau nyoos thiab hlau npua tau ntsib kev loj hlob tsis zoo txhua xyoo.
Thaum Lub Kaum Hli 13, 2021, Ministry of Industry thiab Information Technology tau tshaj tawm "Daim Ntawv Ceeb Toom Txog Kev Ua Haujlwm Hloov Peak ntawm Kev Lag Luam Hlau thiab Hlau hauv Lub Caij Sov hauv Beijing-Tianjin-Hebei thiab Thaj Chaw Ib puag ncig hauv xyoo 2021-2022", txij li Lub Ib Hlis 1, 2022 txog Lub Peb Hlis 15, 2022, "2 Qhov sib piv ntawm kev tsim khoom ntawm +26 ″ cov tuam txhab hlau hauv nroog yuav tsum tsis txhob qis dua 30% ntawm cov hlau nyoos tsim tawm hauv tib lub sijhawm ntawm lub xyoo dhau los. Raws li qhov piv no, qhov nruab nrab txhua hli ntawm cov hlau nyoos hauv peb lub hlis thawj zaug ntawm "2 + 26" lub nroog hauv xyoo 2022 yog sib npaug rau qhov ntawd hauv lub Kaum Ib Hlis 2021, uas txhais tau tias qhov kev thov rau coke hauv cov nroog no muaj chav tsawg rau kev rov zoo hauv peb lub hlis thawj zaug ntawm 2022, thiab qhov kev thov yuav nce ntxiv. Lossis kev ua tau zoo hauv Q2 thiab dhau mus. Rau lwm lub xeev, tshwj xeeb tshaj yog thaj tsam sab qab teb, vim tsis muaj kev txwv txoj cai ntxiv, qhov kev nce ntxiv ntawm kev tsim cov hlau mills yuav muaj zog dua li qhov nyob rau sab qaum teb, uas yog qhov zoo rau kev thov coke. Tag nrho, nws xav tias nyob rau hauv keeb kwm yav dhau los ntawm txoj cai "dual carbon", txoj cai txo cov hlau nyoos tseem yuav raug siv, thiab qhov kev thov coke yuav tsis raug txhawb nqa zoo.
Hais txog cov khoom muag, vim muaj kev thov coke ntau heev hauv thawj ib nrab ntawm xyoo 2021, thaum cov khoom muag tau poob qis, kev muab khoom thiab kev thov hauv ib nrab xyoo tom ntej yuav poob tib lub sijhawm, thiab cov khoom muag coke feem ntau yuav qhia txog kev tshem tawm cov khoom muag. Qib qis. Xyoo 2022, xav txog tias cov khoom muag coke ruaj khov thiab nce ntxiv, qhov kev thov yuav txuas ntxiv tswj tau, thiab kev sib raug zoo ntawm kev muab khoom thiab kev thov yuav tig xoob, muaj qee qhov kev pheej hmoo ntawm kev sib sau ua ke ntawm coke.
Feem ntau, kev muab khoom thiab kev thov coke yuav nce siab heev rau thawj ib nrab ntawm xyoo 2021, thiab ob qho tib si kev muab khoom thiab kev thov yuav tsis muaj zog rau ib nrab xyoo tom ntej. Kev sib raug zoo ntawm kev muab khoom thiab kev thov tag nrho yuav nyob rau hauv tus qauv sib npaug, cov khoom muag yuav txuas ntxiv mus zom, thiab kev ua tau zoo tag nrho ntawm cov nqi coke yuav muaj zog tsav los ntawm cov nqi. Xyoo 2022, nrog rau kev tso tawm ntawm cov peev xwm tsim khoom tshiab thiab kev rov qab los ntawm cov nyiaj tau los ib tuj ntawm coke, kev muab khoom coke yuav nce ntxiv tas li. Ntawm sab kev thov, txoj cai tsim khoom tsis tu ncua thaum lub caij cua sov hauv peb lub hlis thawj zaug tseem yuav tswj hwm qhov kev thov rau coke, thiab nws yuav txuas ntxiv mus khaws cia rau hauv peb lub hlis thib ob thiab tom qab ntawd. Raws li kev txwv ntawm txoj cai ntawm kev ua kom muaj kev muab khoom thiab kev ruaj khov ntawm cov nqi, kev tsav tsheb nqi ntawm coking thee thiab coke yuav rov qab mus rau nws tus kheej cov hauv paus thiab cov saw hlau ferrous hlau. Kev txiav txim los ntawm kev cia siab ntawm kev hloov pauv tsis tu ncua hauv kev muab khoom thiab kev thov coke, nws xav tias cov nqi coke yuav hloov pauv tsis zoo hauv xyoo 2022., qhov nruab nrab thiab ntev lub sijhawm tus nqi tsom mus rau yuav txav mus rau qis.