Izinguquko ekuhlinzekeni nasekufuneni zikhuthaza ukwanda kwe-coke yamalahle
Ngo-Agasti 19, ukuthambekela kwemikhiqizo emnyama kwahluka.I-ayoni yehle ngamaphesenti angaphezu kuka-7, i-rebar yehle ngamaphesenti angaphezu kuka-3, amalahle namalahle akhuphuka ngaphezu kuka-3%.Abaxoxisana nabo bakholelwa ukuthi imayini yamalahle yamanje iqala ukusimama kancane kunalokho obekulindelwe, futhi isidingo esingaphansi komfula sinamandla, okuholela ekwenyukeni okukhulu kwe-coke yamalahle.
Ngokusho kukaDou Hongzhen, umhlaziyi omkhulu kwa-Yide Futures, ngenxa yomthelela wezingozi zangaphambilini zemayini yamalahle, ukuncishiswa kokukhiqizwa kwamalahle okugxilile, nokuvalwa kokulawulwa kokungcoliswa kwe-carbon-carbon, kusukela ngoJulayi, izindawo zokuwasha amalahle seziqale ukululama kancane, futhi ukutholakala kwamalahle okuphekela kwehlile, futhi ukushoda kwamalahle okuphehla kuye kwanda ngasekupheleni kukaJulayi..Izibalo zikhombisa ukuthi isampula yamanje yokusebenza kwezimboni zokuwasha amalahle ingama-69.86%, okuyisibalo esincipha unyaka nonyaka ngamaphesenti angama-8.43.Ngasikhathi sinye, ngenxa yobhubhane oluphindaphindekayo eMongolia nase-China-Australia ubudlelwano, ukwehla konyaka nonyaka ekuthengisweni kwamalahle kwamanye amazwe nakho kube kubi kakhulu.Phakathi kwazo, isimo sakamuva esiwubhubhane eMongolia sinzima, futhi izinga lokuvunyelwa kwamalahle e-Mongolia lisezingeni eliphansi.Ngo-Agasti, zingu-180 izimoto ezikhuculiwe nsuku zonke, nokwehle kakhulu kusukela ezingeni lezimoto ezingu-800 ngesikhathi esifanayo ngonyaka odlule.Amalahle ase-Australia namanje awavunyelwe ukudalula, futhi isitokwe samalahle okupheka angenisiwe emazweni asogwini singamathani ayizigidi ezi-4.04, okuyi-1.03 million tons ephansi kunoJulayi.
Ngokusho kwentatheli ye- Futures Daily , intengo ye-coke ikhuphukile, futhi i-inventory yempahla yezinkampani ezansi nomfula isezingeni eliphansi.Intshiseko yokuthenga amalahle okupheka inamandla.Ngenxa yokutholakala okuqinile kwamalahle okuphekela, uhlu lwamalahle okuphekela ezinkampanini ezansi nomfula luyaqhubeka nokuncipha.Njengamanje, isamba sokuqoqa amalahle ezinkampani ezizimele eziyi-100 ezweni lonke singamathani ayizigidi eziyisi-6.93, okuwukwehla ngamathani angu-860,000 kusukela ngoJulayi, ukwehla okungaphezu kuka-11% ngenyanga eyodwa.
Ukwenyuka okukhulu kwentengo yamalahle okupheka kwaqhubeka kucindezela inzuzo yezinkampani zamalahle.Ngesonto eledlule, isilinganiso senzuzo ngethani le-coke ezinkampanini ezizimele zokupheka ezweni lalingama-yuan angama-217, okuyirekhodi eliphansi ngonyaka odlule.Izinkampani zokupheka kwezinye izindawo sezifinyelele onqenqemeni lokulahlekelwa, kanti ezinye izinkampani ze-coke ze-Shanxi zilinganisele ukukhiqizwa kwazo cishe ngo-15%..“Ekupheleni kukaJulayi, igebe lokuphakelwa kwamalahle enyakatho-ntshonalanga yeChina nakwezinye izindawo lakhula, futhi intengo yamalahle e-cook yenyuka, okwenza izinkampani zendawo ezipheka amalahle zengeze imingcele yazo yokukhiqiza.Lesi simo siphinde savela eShanxi nakwezinye izindawo.”UDou Hongzhen uthe ekupheleni kukaJulayi, izinkampani zamakhekhe ziqale umzuliswano wokuqala wokwenyuka.Intengo yamalahle yabe isikhuphuka imizuliswano emithathu ilandelana ngenxa yokwenyuka ngokushesha kwamanani amalahle.Kusukela ngomhla ka-18 Agasti, intengo ehlanganisiwe ye-coke inyuke ngo-480 yuan/ton.
Abahlaziyi bathi ngenxa yokwenyuka okuqhubekayo kwentengo yamalahle nobunzima ekuthengeni, umthwalo okhona njengamanje wezinkampani ezipheka amakhekhe kwezinye izindawo wehle kakhulu, ukuthengwa kwama-coke kuyaqhubeka nokuncipha, izinkampani ezipheka amalahle ziletha izimpahla ngokushelelayo, futhi cishe akukho. yokusungula efektri.
Intatheli ibone ukuthi nakuba inkontileka ye-2109 coking coking futures ifinyelele phezulu okusha, intengo yehlisiwe kwaze kwaba yilapho, futhi ukunyuka kwakungaphansi kwalokho kwendawo.
Kusukela ngomhla ka-19 Agasti, intengo yangaphambili yefekthri ye-Shanxi ekhiqizwe ngo-1.3% wamalahle ahlanzekile e-coke sulfur emaphakathi ikhuphuke yafinyelela ku-2,480 yuan/ton, okuyirekhodi eliphezulu.Okulingana nemikhiqizo ejwayelekile yesikhathi esizayo yasekhaya bekuyi-2,887 yuan/ton, futhi ukukhuphuka kwenyanga kuze kube manje kube ngu-25.78%.Ngaso leso sikhathi, inkontileka ye-2109 coking coking futures yenyuka isuka ku-2268.5 yuan/ton yaya ku-2653.5 yuan/ton, okukhuphuke ngo-16.97%.
Ethintwe ukudluliswa kwamalahle okupheka, kusukela ngo-Agasti, intengo yezimboni ze-coke ikhuphuke imizuliswano emine, futhi intengo yokuhweba echwebeni ikhuphuke ngo-380 yuan/ton.Kusukela ngo-Agasti 19, intengo yendawo yokuhweba kwe-coke yensimbi esezingeni elilinganayo e-Rizhao Port inyuke isuka ku-2,770 yuan/ton yaya ku-3,150 yuan/ton, eguqulelwe yaba imikhiqizo evamile yasekhaya isuka ku-2,990 yuan/ton ukuya ku-3389 yuan/ton.Ngesikhathi esifanayo, inkontileka ye-coke futures engu-2109 ikhuphuke isuka ku-2928 yuan/ton yaya ku-3379 yuan/ton, futhi isisekelo sashintsha sisuka kwisaphulelo sesikhathi esizayo esingu-62 yuan/ton saya kwisaphulelo esingu-10 yuan/ton.