Uma sibheka emuva ngo-2021, izinhlobo ezihlobene namalahle – amalahle ashisayo, amalahle e-coking, kanye namanani e-coke futures ziye zabhekana nokwanda nokwehla okungavamile okuhlangene, okuye kwaba yinto ebalulekile emakethe yezimpahla. Phakathi kwazo, engxenyeni yokuqala ka-2021, intengo yamalahle e-coke futures ishintshe kakhulu ngendlela ebanzi izikhathi eziningi, kanti engxenyeni yesibili yonyaka, amalahle ashisayo aba uhlobo oluyinhloko oluqhuba indlela yemakethe yamalahle, okwenza amanani amalahle e-coking kanye namalahle e-coke ashintshe kakhulu. Ngokuphathelene nokusebenza kwentengo iyonke, amalahle e-coking anokwenyuka okukhulu kwentengo phakathi kwezinhlobo ezintathu. Kusukela ngoDisemba 29, 2021, intengo eyinhloko yenkontileka yamalahle e-coking ikhuphuke cishe ngo-34.73% unyaka wonke, futhi intengo yamalahle e-coke kanye namalahle ashisayo ikhuphuke ngo-3.49% kanye no-2.34% ngokulandelana. %.
Ngokombono wezinto ezibangela ukucindezeleka, engxenyeni yokuqala ka-2021, umsebenzi ohlongozwayo wokunciphisa ukukhiqizwa kwensimbi engahluziwe ezweni lonke uholele ekwandeni okukhulu kokulindela ukuthi isidingo se-coke yamalahle sizoncipha emakethe. Kodwa-ke, kusukela esimweni sangempela, ngaphandle kwemishini yensimbi eSifundazweni saseHebei yokwandisa imikhawulo yokukhiqiza kanye nokukhiqizwa kwensimbi engahluziwe kuye kwehla, ezinye izifundazwe azizange zisebenzise izinhlelo zokunciphisa. Engxenyeni yokuqala ka-2021, umkhiqizo wensimbi engahluziwe uwonke wanda kunokuba wehle, futhi isidingo samalahle okupheka sisebenze kahle. Ukubekwa phambili kweSifundazwe saseShanxi, umkhiqizi oyinhloko wamalahle ne-coke, kwenze umsebenzi wokuhlola imvelo, kanti uhlangothi lokuhlinzeka lubhekane nokwehla kancane kancane.) amanani esikhathi esizayo ashintsha kakhulu. Engxenyeni yesibili ka-2021, imishini yensimbi yendawo isebenzise ngokulandelana izinqubomgomo zokunciphisa ukukhiqizwa kwensimbi engahluziwe, futhi isidingo sezinto zokusetshenziswa siye buthakathaka. Ngaphansi kwethonya lezindleko ezikhuphukayo, amanani amalahle okupheka ne-coke alandela ukwanda. Ngaphansi kwesenzo sochungechunge lwezinqubomgomo zokuqinisekisa ukutholakala nokuqinisa amanani, kusukela ekupheleni kuka-Okthoba 2021, amanani ezinhlobo ezintathu zamalahle (amalahle ashisayo, amalahle aphekayo, kanye ne-coke) azobuyela kancane kancane ebangeni elifanele.
Ngo-2020, imboni yokupheka yasheshisa inqubo yokuqeda amandla okukhiqiza aphelelwe yisikhathi, ngokukhipha inani lamathani angaba yizigidi ezingu-22 amandla okukhiqiza i-coking unyaka wonke. Ngo-2021, amandla okupheka azoba ikakhulukazi izengezo ezintsha ezingenayo. Ngokwezibalo, amathani ayizigidi ezingu-25.36 amandla okukhiqiza i-coking azosuswa ngo-2021, ngokwanda kwamathani ayizigidi ezingu-50.49 kanye nokwanda kwamathani ayizigidi ezingu-25.13. Kodwa-ke, yize amandla okukhiqiza i-coking egcwaliswa kancane kancane, ukukhiqizwa kwe-coke kuzobonisa ukukhula okungekuhle unyaka nonyaka ngo-2021. Ngokusho kwedatha evela kwi-National Bureau of Statistics, ukukhiqizwa kwe-coke ezinyangeni zokuqala ezingu-11 zika-2021 kwakungamathani ayizigidi ezingu-428.39, ukwehla konyaka nonyaka ngo-1.6%, ikakhulukazi ngenxa yokwehla okuqhubekayo kokusetshenziswa kwamandla okupheka. Idatha yocwaningo ikhombisa ukuthi ngo-2021, izinga lokusetshenziswa kwamandla okupheka kwesampula yonke lizokwehla lisuka ku-90% ekuqaleni konyaka liye ku-70% ekupheleni konyaka. Ngo-2021, indawo eyinhloko yokukhiqiza i-coking izobhekana nokuhlolwa okuningi kwemvelo, inqubomgomo yokuvikela imvelo iyonke izoba nzima, inqubomgomo yokulawula okubili kokusetshenziswa kwamandla izokhushulwa engxenyeni yesibili yonyaka, inqubo yokunciphisa ukukhiqizwa kwensimbi engahluziwe izosheshiswa, futhi ingcindezi yenqubomgomo izodlula ukwehla kwesidingo, okuholela ekukhuleni okubi konyaka nonyaka kokukhiqizwa kwe-coke.
Ngo-2022, amandla okukhiqiza i-coking ezweni lami azobe esenokwenyuka okuthile. Kulinganiselwa ukuthi amathani ayizigidi ezingu-53.73 amandla okukhiqiza i-coking azosuswa ngo-2022, kanye nokwenyuka kwamathani ayizigidi ezingu-71.33 kanye nokwenyuka kwamathani ayizigidi ezingu-17.6. Ngokombono wenzuzo, inzuzo ngethani le-coke engxenyeni yokuqala ka-2021 ingu-727 yuan, kodwa engxenyeni yesibili yonyaka, ngokukhuphuka kwezindleko ze-coking, inzuzo ngethani le-coke izokwehla iye kuma-yuan angu-243, kanti inzuzo esheshayo ngethani le-coke izoba cishe ama-yuan ayi-100 ekupheleni konyaka. Ngokunyuka okujwayelekile kwamanani amalahle aluhlaza, inzuzo ngethani le-coke kulindeleke ukuthi ibuyele emuva ngo-2022, okusiza ekubuyiselweni kokutholakala kwe-coke. Sekukonke, kulindeleke ukuthi ukuphakelwa kwe-coke kunganda kancane kancane ngo-2022, kodwa ngenxa yokulindela ukulawula okuqondile kokukhishwa kwensimbi eluhlaza, isikhala sokukhula kokuphakelwa kwe-coke sinqunyelwe.
Ngokuphathelene nesidingo, isidingo se-coke ngo-2021 sizobonisa ukuthambekela kobuthakathaka obuqinile bangaphambili nangemuva. Engxenyeni yokuqala ka-2021, umsebenzi wokunciphisa ukukhiqizwa kwensimbi engahluziwe ezifundeni eziningi awuzange uqaliswe ngempumelelo, futhi umkhiqizo wensimbi engahluziwe nensimbi yengulube ukhuphuke kakhulu, okwenza isidingo se-coke siqine; Ukukhiqizwa kuqhubeke nokwehla, okuholele ekutheni isidingo se-coke sibe buthaka. Ngokusho kwedatha yocwaningo, isilinganiso sokukhiqizwa kwansuku zonke kwensimbi encibilikisiwe yezitshalo zensimbi ezingamasampula ezingu-247 ezweni singamathani ayizigidi ezingu-2.28, lapho isilinganiso sokukhiqizwa kwansuku zonke kwensimbi encibilikisiwe engxenyeni yokuqala ka-2021 singamathani ayizigidi ezingu-2.395, kanti isilinganiso sokukhiqizwa kwansuku zonke kwensimbi encibilikisiwe engxenyeni yesibili yonyaka singamathani ayizigidi ezingu-2.165, okwehle kwaya kumathani ayizigidi ezingu-2.165 ekupheleni konyaka. Cishe amathani ayizigidi ezimbili. Idatha evela kwi-National Bureau of Statistics ikhombisa ukuthi ezinyangeni zokuqala ezingu-11 zika-2021, umkhiqizo oqongelelekayo wensimbi engahluziwe nensimbi yengulube ube nokukhula okungekuhle unyaka nonyaka.
Ngo-Okthoba 13, 2021, uMnyango Wezimboni Nobuchwepheshe Bolwazi ukhiphe “Isaziso Sokwenza Ukukhiqizwa Okuphezulu Okushintshiwe Kwemboni Yensimbi Nensimbi Esikhathini Sokushisa eBeijing-Tianjin-Hebei Nezindawo Ezizungezile ngo-2021-2022″, kusukela ngoJanuwari 1, 2022 kuya kuMashi 15, 2022, “2 Isilinganiso sokukhiqiza esilinganiselwe samabhizinisi ensimbi asedolobheni angu-+26″ akufanele sibe ngaphansi kuka-30% womkhiqizo wensimbi engahluziwe esikhathini esifanayo sonyaka odlule. Ngokusekelwe kulesi silinganiso, isilinganiso sokukhiqiza insimbi engahluziwe ngenyanga kwikota yokuqala yamadolobha “angu-2+26” ngo-2022 silingana nesangoNovemba 2021, okusho ukuthi isidingo se-coke kula madolobha sinendawo encane yokululama kwikota yokuqala ka-2022, futhi isidingo sizokhula. Noma ukusebenza kwikota yesi-2 nangale kwalokho. Kwezinye izifundazwe, ikakhulukazi esifundeni esiseningizimu, ngenxa yokungabikho kwemingcele eyengeziwe yenqubomgomo, ukwanda kokukhiqizwa kwemishini yensimbi kulindeleke ukuthi kube namandla kunaleyo esifundeni esisenyakatho, okuyinto enhle ngesidingo se-coke. Sekukonke, kulindeleke ukuthi ngaphansi kwesizinda senqubomgomo “ye-dual carbon”, inqubomgomo yokunciphisa umkhiqizo wensimbi engahluziwe izosetshenziswa, futhi isidingo se-coke ngeke sisekelwe ngokuqinile.
Ngokuphathelene nempahla ethengiswayo, ngenxa yesidingo esinamandla se-coke engxenyeni yokuqala ka-2021, ngenkathi ukunikezwa kuye kwehla kancane kancane, ukunikezwa kanye nesidingo engxenyeni yesibili yonyaka kuzokwehla ngesikhathi esifanayo, kanti impahla ye-coke ngokuvamile izobonisa ukuthambekela kokukhipha isitokwe. Izinga eliphansi. Ngo-2022, uma sibheka ukuthi ukunikezwa kwe-coke kuzinzile futhi kuyanda, isidingo singaqhubeka nokulawulwa, futhi ubudlelwano bokunikezwa kanye nesidingo bungakhululeka, kunengozi ethile yokuqongelela i-coke.
Sekukonke, ukunikezwa kanye nesidingo se-coke kuzokhula kakhulu engxenyeni yokuqala ka-2021, futhi kokubili ukunikezwa kanye nesidingo kuzoba buthaka engxenyeni yesibili yonyaka. Ubudlelwano bokunikezwa kanye nesidingo buzoba sesimweni esiqinile sokulinganisela, isitokwe sizoqhubeka nokuhlaziywa, futhi ukusebenza okuphelele kwamanani e-coke kuzoqhutshwa kakhulu yizindleko. Ngo-2022, ngokukhishwa okulandelayo kwamandla amasha okukhiqiza kanye nokubuyiselwa kwenzuzo ngethani le-coke, ukunikezwa kwe-coke kunganda kancane kancane. Ngasohlangothini lwesidingo, inqubomgomo yokukhiqiza eguquguqukayo ngesikhathi sokushisa kwikota yokuqala izoqhubeka nokucindezela isidingo se-coke, futhi kulindeleke ukuthi iqhubeke nokukhula kwikota yesibili nangale kwalokho. Ngaphansi kwemingcele yenqubomgomo yokuqinisekisa ukunikezwa kanye nokuqinisa amanani, ukuqhutshwa kwentengo ye-coking coal kanye ne-coke kuzobuyela ezisekelweni zayo kanye nochungechunge lwemboni yensimbi yensimbi. Uma sibheka ukulindela izinguquko ngezikhathi ezithile ekunikezelweni nasekudingweni kwe-coke, kulindeleke ukuthi amanani e-coke angashintsha kancane ngo-2022. , ukugxila kwentengo yesikhathi esiphakathi neside kungase kwehle.