Sauye-sauye a wadata da buƙata na haifar da ƙaruwar coke na kwal
A ranar 19 ga Agusta, yanayin kayayyakin baƙaƙe ya ​​bambanta. Ma'adinan ƙarfe ya faɗi da fiye da kashi 7%, ma'adinan rebar ya faɗi da fiye da kashi 3%, kuma ma'adinan coking da coke sun tashi da fiye da kashi 3%. Waɗanda aka yi hira da su sun yi imanin cewa ma'adinan kwal na yanzu yana fara farfadowa ƙasa da yadda aka zata, kuma buƙatar da ke ƙasa tana da ƙarfi, wanda ke haifar da ƙaruwar coke na kwal sosai.
A cewar Dou Hongzhen, wani babban manazarci a Yide Futures, saboda tasirin da hadurra a ma'adanin kwal suka yi a baya, raguwar samar da kwal mai yawa, da kuma rufewar hayakin "mai dauke da carbon biyu", tun daga watan Yuli, masana'antun wanke kwal sun fara murmurewa a hankali, kuma wadatar kwal din kwal din ya ragu, kuma karancin kwal din kwal din ya kara ta'azzara a karshen watan Yuli. Kididdiga ta nuna cewa a halin yanzu yawan aikin da ake yi a masana'antun wanke kwal din cikin gida shine kashi 69.86%, raguwar kashi 8.43 cikin 100 a shekara. A lokaci guda, saboda annobar da ta sake barkewa a Mongolia da dangantakar China da Ostiraliya, raguwar shigo da kwal din kwal din kwal din kwal din na shekara-shekara shi ma ya yi muni. Daga cikinsu, yanayin barkewar cutar a Mongolia ya yi tsanani, kuma yawan kwal din kwal din Mongolia ya ragu sosai. A watan Agusta, ana share motoci 180 a kowace rana, wanda ya ragu sosai daga matakin motoci 800 a daidai wannan lokacin a bara. Har yanzu ba a ba da izinin fitar da kwal ɗin Australiya ba, kuma adadin kwal ɗin coking da aka shigo da shi daga ƙasashen waje a tashoshin jiragen ruwa na bakin teku ya kai tan miliyan 4.04, wanda ya yi ƙasa da tan miliyan 1.03 idan aka kwatanta da na watan Yuli.
A cewar wani ɗan jarida daga jaridar Futures Daily, farashin coke ya tashi, kuma yawan kayan da kamfanonin da ke ƙarƙashin ƙasa ke samarwa yana ƙasa da yadda ake tsammani. Sha'awar siyan coke coke yana da ƙarfi. Saboda ƙarancin wadatar coke coke, yawan coke coke coke na kamfanonin da ke ƙarƙashin ƙasa yana ci gaba da raguwa. A halin yanzu, jimillar adadin coke coke coke na kamfanonin coke masu zaman kansu 100 a faɗin ƙasar ya kai kimanin tan miliyan 6.93, wanda ya ragu da tan 860,000 daga watan Yuli, raguwar fiye da kashi 11% a cikin wata guda.
Karin farashin kwal na coking ya ci gaba da rage ribar kamfanonin coking. A makon da ya gabata, matsakaicin ribar kowace tan na coke ga kamfanonin coking masu zaman kansu a kasar shine yuan 217, wanda shine mafi karancin riba a shekarar da ta gabata. Kamfanonin coking a wasu yankuna sun kai ga gaci, kuma wasu kamfanonin coke na Shanxi sun takaita samar da su da kusan kashi 15%. "A karshen watan Yuli, gibin samar da kwal a arewa maso yammacin China da sauran wurare ya fadada, kuma farashin kwal na coking ya kara karuwa, wanda hakan ya sa kamfanonin coking na gida suka kara takaita samar da su. Wannan lamari ya kuma bayyana a Shanxi da sauran wurare." Dou Hongzhen ya ce a karshen watan Yuli, kamfanonin coking sun fara zagaye na farko na karuwa. Daga baya farashin kwal ya tashi na zagaye uku a jere saboda karuwar farashin kwal cikin sauri. Ya zuwa ranar 18 ga watan Agusta, jimillar farashin coke ya karu da yuan 480/ton.
Masu sharhi sun ce saboda ci gaba da hauhawar farashin kwal da kuma wahalar siye, yawan ayyukan kamfanonin coking a wasu yankuna ya ragu sosai, wadatar coke na ci gaba da raguwa, kamfanonin coking suna samun isar da kayayyaki cikin sauƙi, kuma kusan babu kaya a masana'antar.
Wakilin ya lura cewa duk da cewa kwangilar gaba ta kwal ta coking coal ta 2109 ta kai wani sabon matsayi, an rage farashin zuwa wurin, kuma karuwar ta yi ƙasa da ta wurin.
Ya zuwa ranar 19 ga watan Agusta, farashin kwal mai tsabta na coke mai matsakaicin sulfur 1.3% da aka samar a masana'antar Shanxi ya karu zuwa yuan 2,480/ton, wanda ya zama mafi girma a tarihi. Daidai da kayayyakin da ake samarwa a cikin gida na gaba shine yuan 2,887/ton, kuma karuwar da aka samu a wata zuwa yau ita ce 25.78%. A cikin wannan lokacin, kwangilar kwal mai kyau ta coking na 2109 ta tashi daga yuan 2268.5/ton zuwa yuan 2653.5/ton, karuwar da ta kai kashi 16.97%.
Tun daga watan Agusta, sakamakon tasirin da aka samu daga watsa kwal na coking, farashin masana'antun da ke samar da coke ya karu da zagaye hudu, kuma farashin cinikin tashar jiragen ruwa ya karu da yuan 380/ton. Ya zuwa ranar 19 ga watan Agusta, farashin cinikin coke na ƙarfe a tashar jiragen ruwa ta Rizhao ya tashi daga yuan 2,770/ton zuwa yuan 3,150/ton, wanda aka mayar da shi kayayyakin da ake amfani da su a cikin gida daga yuan 2,990/ton zuwa yuan 3389/ton. A wannan lokacin, kwangilar coke na 2109 ta tashi daga yuan 2928/ton zuwa yuan 3379/ton, kuma tushen ya canza daga rangwamen yuan 62/ton na gaba zuwa rangwamen yuan 10/ton.