Izinguquko ekuhlinzekeni nasekudingeni zikhuthaza ukwanda kwe-coke yamalahle
Ngomhlaka-19 Agasti, umkhuba wemikhiqizo emnyama wahluka. I-iron ore yehle ngaphezu kuka-7%, i-rebar yehle ngaphezu kuka-3%, kanti amalahle okupheka kanye ne-coke akhuphuke ngaphezu kuka-3%. Ababuziwe bakholelwa ukuthi imayini yamalahle yamanje iqala ukusimama kancane kunalokho obekulindelwe, futhi isidingo esingezansi sinamandla, okuholela ekukhuleni okukhulu kwe-coke yamalahle.
Ngokusho kukaDou Hongzhen, umhlaziyi omkhulu kwa-Yide Futures, ngenxa yomthelela wezingozi zemayini yamalahle zangaphambilini, ukunciphisa ukukhiqizwa kwamalahle okugxilile, kanye nokuvalwa kokulawulwa kokukhishwa kwegesi “okuphindwe kabili”, kusukela ngoJulayi, izikhungo zokugeza amalahle ziqale ukululama kancane kancane, futhi ukuhlinzekwa kwamalahle okupheka kwehle, futhi ukushoda kwamalahle okupheka kuye kwanda ngasekupheleni kukaJulayi. . Izibalo zibonisa ukuthi izinga lokusebenza kwesampula lamanje lezikhungo zokugeza amalahle zasekhaya lingu-69.86%, ukwehla kwamaphesenti angu-8.43 unyaka nonyaka. Ngesikhathi esifanayo, ngenxa yobhubhane oluphindaphindayo ebudlelwaneni baseMongolia naseShayina nase-Australia, ukwehla konyaka nonyaka kokungeniswa kwamalahle okupheka nakho kube kubi kakhulu. Phakathi kwazo, isimo samuva nje sobhubhane eMongolia sibi kakhulu, kanti izinga lokukhishwa kwamalahle laseMongolia lisezingeni eliphansi. Ngo-Agasti, izimoto ezingu-180 zazihlanzwa nsuku zonke, okwakuwukwehla okukhulu kusuka ezingeni lezimoto ezingu-800 esikhathini esifanayo ngonyaka odlule. Amalahle ase-Australia awavunyelwe ukudalula, futhi isitokwe samalahle angeniswa emachwebeni asogwini singamathani ayizigidi ezingu-4.04, okungaphansi ngamathani ayizigidi ezingu-1.03 kunangoJulayi.
Ngokusho kwentatheli ye-Futures Daily, intengo ye-coke inyukile, futhi inani lezinto zokusetshenziswa zezinkampani ezingaphansi komfula lisezingeni eliphansi. Intshiseko yokuthenga amalahle okupheka inamandla. Ngenxa yokutholakala okuncane kwamalahle okupheka, inani lezinkampani ezingaphansi komfula liyaqhubeka nokwehla. Njengamanje, inani eliphelele lamalahle okupheka ezinkampanini eziyi-100 ezizimele zokupheka ezweni lonke lingamathani ayizigidi eziyi-6.93, okuwukwehla kwamathani ayi-860,000 kusukela ngoJulayi, ukwehla okungaphezu kuka-11% ngenyanga eyodwa.
Ukwenyuka okukhulu kwentengo yamalahle okupheka kuqhubekile nokucindezela inzuzo yezinkampani zokupheka. Ngesonto eledlule, inzuzo emaphakathi ngethani le-coke yezinkampani zokupheka ezizimele ezweni yayingu-217 yuan, okuyirekhodi eliphansi ngonyaka odlule. Izinkampani zokupheka kwezinye izindawo zifinyelele engcupheni yokulahlekelwa, kanti ezinye izinkampani ze-coke zaseShanxi zinciphise ukukhiqizwa kwazo cishe ngo-15%. “Ekupheleni kukaJulayi, igebe lokuhlinzekwa kwamalahle enyakatho-ntshonalanga yeShayina nakwezinye izindawo landa, futhi intengo yamalahle okupheka yanda kakhulu, okwabangela izinkampani zokupheka zasendaweni ukuthi zandise imikhawulo yazo yokukhiqiza. Lesi simo sivele naseShanxi nakwezinye izindawo.” UDou Hongzhen uthe ekupheleni kukaJulayi, izinkampani zokupheka zaqala umzuliswano wokuqala wokwenyuka. Intengo yamalahle yabe isikhuphuka imizuliswano emithathu elandelanayo ngenxa yokwenyuka okusheshayo kwamanani amalahle. Kusukela ngo-Agasti 18, intengo ehlanganisiwe ye-coke ikhuphuke ngo-480 yuan/ton.
Abahlaziyi bathi ngenxa yokwanda okuqhubekayo kwamanani amalahle angavuthiwe kanye nobunzima bokuthenga, umthwalo wamanje wokusebenza kwezinkampani zokupheka kwezinye izindawo wehle kakhulu, ukuhlinzekwa kwe-coke kuyaqhubeka nokuncipha, izinkampani zokupheka ziletha izimpahla kalula, futhi cishe akukho lutho olugciniwe efektri.
Intatheli yaphawula ukuthi nakuba inkontileka yesikhathi esizayo yamalahle okupheka ka-2109 ifinyelele phezulu kakhulu, intengo yehlisiwe endaweni, futhi ukwenyuka kwakuphansi kuneyasendaweni.
Kusukela ngomhlaka-19 Agasti, intengo yangaphambili ye-coke clean coal engu-1.3% ekhiqizwe eShanxi ikhuphuke yaya ku-2,480 yuan/ton, okuyirekhodi eliphezulu. Okulingana nemikhiqizo ejwayelekile ye-futures yasekhaya kwakuyi-2,887 yuan/ton, kanti ukwenyuka kwenyanga kwakungu-25.78%. Esikhathini esifanayo, inkontileka ye-coking coal futures ka-2109 ikhuphuke isuka ku-2268.5 yuan/ton yaya ku-2653.5 yuan/ton, ukwenyuka okungu-16.97%.
Njengoba ithintekile ukudluliswa kwamalahle okupheka, kusukela ngo-Agasti, intengo yezimboni ze-coke spot ikhuphuke ngezigaba ezine, kanti intengo yokuhweba ngechweba ikhuphuke ngama-yuan angu-380/ton. Kusukela ngomhlaka-19 Agasti, intengo yendawo yokuhweba nge-coke yensimbi eRizhao Port ikhuphuke kusuka kuma-yuan angu-2,770/ton yaya kuma-yuan angu-3,150/ton, okwaguqulwa kwaba imikhiqizo ejwayelekile ye-futures yasekhaya kusuka kuma-yuan angu-2,990/ton yaya kuma-yuan angu-3389/ton. Esikhathini esifanayo, inkontileka ye-coke futures ka-2109 ikhuphuke kusuka kuma-yuan angu-2928/ton yaya kuma-yuan angu-3379/ton, futhi isisekelo sashintsha kusuka kwisaphulelo se-futures esingu-62 yuan/ton yaya kwisaphulelo esingu-10 yuan/ton.