Canje-canje a cikin wadata da buƙatu suna haɓaka haɓakar coal coke
A ranar 19 ga Agusta, yanayin samfuran baƙar fata ya bambanta.Iron tama ya fadi da fiye da kashi 7%, rebar ya fadi da fiye da 3%, sannan coking coal da coke ya tashi da sama da kashi 3%.Wadanda aka yi hira da su sun yi imanin cewa ma'adinin kwal na yanzu ya fara farfadowa kasa da yadda ake tsammani, kuma buƙatun da ke ƙasa yana da ƙarfi, wanda ke haifar da haɓakar ƙwayar coal.
A cewar Dou Hongzhen, babban manazarci a Yide Futures, saboda tasirin hadurran da mahakar ma'adinan kwal da aka yi a baya, da rage yawan samar da kwal, da kuma hana fitar da hayaki mai "carbon dual-carbon", tun daga watan Yuli, masana'antar wanke kwal ta fara farfadowa sannu a hankali, kuma iskar coking gawayi ya ragu, kuma karancin coking gawayi ya tsananta a karshen watan Yuli..Kididdiga ta nuna cewa a halin yanzu yawan samfurin aiki na masana'antar wanke kwal na cikin gida ya kai kashi 69.86%, raguwar duk shekara da kashi 8.43 cikin dari.A sa'i daya kuma, saboda yawaitar annobar cutar a kasar Mongoliya da dangantakar Sin da Ostiraliya, an samu raguwar shigo da kwal a duk shekara.Daga cikin su, halin da ake ciki na annobar baya-bayan nan a Mongoliya ya yi tsanani, kuma adadin kwastam na kwastam na Mongolian ya ragu matuka.A cikin watan Agusta, an kwashe motoci 180 a kullum, wanda hakan ya yi matukar raguwa daga adadin motoci 800 a daidai wannan lokacin na bara.Har yanzu ba a yarda da gawayin Australiya ya bayyana ba, kuma hajojin kwal da ake shigo da su a tashoshin ruwa sun kai tan miliyan 4.04, wanda ya yi kasa da tan miliyan 1.03 idan aka kwatanta da na Yuli.
A cewar wani dan jarida daga Futures Daily, farashin coke ya hauhawa, kuma kididdigar kayan albarkatun kasa na kamfanonin da ke karkashin kasa yana da daraja.Sha'awar siyan coking coal yana da ƙarfi.Sakamakon ƙarancin wadatar kwal ɗin coking ɗin, ƙididdigar kwal na kamfanonin da ke ƙasa na ci gaba da raguwa.A halin yanzu, jimillar kididdigar coking kwal na kamfanoni 100 masu zaman kansu a fadin kasar, ya kai tan miliyan 6.93, wanda ya kasance raguwar tan 860,000 daga watan Yuli, raguwar sama da kashi 11% a cikin wata guda.
Haushi mai girman gaske a farashin coking kwal ya ci gaba da danne ribar da kamfanoni ke samu.A makon da ya gabata, matsakaicin ribar kowace tan na coke ga kamfanoni masu zaman kansu a cikin kasar ya kai yuan 217, wanda ba shi da yawa a cikin shekarar da ta gabata.Kamfanonin coke a wasu yankunan sun kai ga yin asara, kuma wasu kamfanonin shan coke na Shanxi sun takaita samar da su da kusan kashi 15%..“A karshen watan Yuli, gibin samar da kwal a arewa maso yammacin kasar Sin da sauran wurare ya karu, kuma farashin coking kwal ya kara tashi, lamarin da ya sa kamfanonin da ke sarrafa kwal na cikin gida suka kara hana hakowa.Wannan al'amari kuma ya bayyana a Shanxi da sauran wurare."Dou Hongzhen ya bayyana cewa, a karshen watan Yuli, kamfanonin da ke yin coking sun fara zagaye na farko na karuwar.Daga baya farashin kwal ya tashi har sau uku a jere saboda karuwar farashin kwal.Ya zuwa ranar 18 ga watan Agusta, yawan farashin coke ya karu da yuan 480/ton.
Manazarta sun bayyana cewa, sakamakon karuwar farashin danyen kwal da ake ci gaba da yi da kuma wahalar saye, nauyin da ake samu a kamfanonin da ke gudanar da aikin coke a wasu yankunan ya ragu matuka, haka kuma ana ci gaba da samun raguwar samar da coke, kamfanonin da ake hadawa suna samun isar da kayayyaki cikin sauki, kuma kusan babu. kaya a cikin ma'aikata.
Dan jaridar ya lura cewa duk da cewa kwangilar coking coal na gaba na 2109 ya kai wani sabon matsayi, an rage farashin zuwa wurin, kuma karuwar ya yi ƙasa da na wurin.
Ya zuwa ranar 19 ga watan Agusta, farashin tsohon masana'antar Shanxi da ya samar da matsakaicin sulfur coke mai tsafta da kashi 1.3% ya karu zuwa yuan 2,480/ton, wanda ya yi yawa.Kwatankwacin daidaitattun samfuran nan gaba na cikin gida yuan / ton 2,887, kuma karuwar wata zuwa yau shine 25.78%.A daidai wannan lokacin, kwangilar coking kwal mai lamba 2109 ta tashi daga yuan 2268.5 zuwa yuan 2653.5/ton, wanda ya karu da kashi 16.97%.
Sakamakon yada coking coal, tun daga watan Agusta, farashin masana'antun coke spot ya tashi sau hudu, kuma farashin cinikin tashar jiragen ruwa ya tashi da yuan 380/ton.Ya zuwa ranar 19 ga watan Agusta, farashin tabo na cinikin coke na karfe a tashar ruwa ta Rizhao ya tashi daga yuan/ton 2,770 zuwa yuan/ton 3,150, wanda aka canza zuwa daidaitattun kayayyakin gida na gaba daga yuan 2,990 zuwa yuan/ton 3389.A daidai wannan lokacin, kwangilar Coke na gaba na 2109 ya tashi daga yuan 2928 zuwa yuan / ton 3379, kuma tushen ya canza daga rangwame na gaba na yuan 62 / ton zuwa rangwamen yuan 10 / ton.