Ngo-2023, ukuhweba okuphelele kwemakethe ye-petroleum coke engenisiwe kwakungaqinile, futhi ukutholakala ngokweqile kwe-petroleum coke engenisiwe kwaqhubeka kudlula isidingo unyaka wonke ngenxa yokufika okuqhubekayo kwama-oda avela kubadayisi bokungenisa. Njengoba intengo ye-petroleum coke yasekhaya iqhubeka nokwehla, intengo ye-coke engenisiwe ngokusobala ishintshiwe, futhi uhlu lwempahla olutholakala echwebeni lukhuphuke lwaba phezulu okusha eminyakeni yamuva.

Kusukela ngo-2023, i-spot petroleum coke echwebeni iqhubekile nokuqongelela, idala njalo irekhodi eliphezulu. Kusukela ngoDisemba, inani eliphelele le-port petroleum coke laliyizigidi ezingamathani angu-4.674, ukwanda kwamathani ayizigidi ezingu-2.183 noma ama-87.64%.

Engxenyeni yokuqala ka-2023, inani elikhulu lama-coke kaphethiloli angenisiwe laqhubeka nokufinyelela emakethe yasekhaya, ngamathani ayi-9,685,400 okungeniswa kwe-coke kaphethiloli, ukwanda kwamathani angu-2,805,200 noma u-41.7%. Engxenyeni yokuqala yonyaka, ngokufika kwe-coke engenisiwe emakethe yasekhaya, kanye neningi lama-oda enhlangano yesikhathi eside abiza kakhulu, ngenxa yezindleko eziphezulu zezinsizakusebenza zasekhaya, akukho nzuzo, ukusebenza kwesidingo esingezansi kuphansi, isivinini sokuthunyelwa kwe-coke yokungenisa sihamba kancane, ukuphikisana kokutholakala ngokweqile eziqongweni zemakethe, kanye nokungathandi kwabahwebi ukuthengisa kunamandla, isitokwe se-port spot sake sakhuphuka saya ngaphezu kwamathani ayizigidi ezingu-5.5.

Engxenyeni yesibili yonyaka, ngokungena ngokucophelela kwemakethe yezidingo zasekhaya kanye nokuguquguquka okuphansi kwamanani e-coke yasekhaya, ukuthunyelwa okuphelele kwe-coke kaphethiloli engenisiwe bekukubi, kanti isitokwe sechweba sagcinwa singaphezu kwamathani ayizigidi ezingu-4.3. Engxenyeni yesine, ngenxa yentengo ephezulu ye-coke engenisiwe kanye nokuguqulwa okukhulu kwezindleko ezintsha zokufika echwebeni, ukungathandi kwabathengisi ukuthengisa kanye ne-coke kaphethiloli yasekhaya enamanani aphansi kunemisebenzi yechweba, isitokwe sechweba sikhuphuke futhi safinyelela cishe kumathani ayizigidi ezingu-4.6. Ukusekelwa kwesidingo semakethe ye-sponge coke engenisiwe akukuhle, umthelela wokuthunyelwa kwechweba elisenyakatho yizinsiza zasekhaya wehla, ukusebenza okuphezulu kwesikhathi eside kwe-coke kaphethiloli. Emfuleni naseNingizimu China, i-coke kaphethiloli kanye ne-coke kaphethiloli ene-sulfur ephezulu kwathunyelwa ngesidingo esingezansi, futhi abathengisi bathumela ngenkuthalo izinqolobane zechweba zehla kancane.

Engxenyeni yokuqala yonyaka, intengo ye-shot coke engenisiwe yehle isuka ku-2,500 yuan/ton ekuqaleni konyaka yaya ku-1,700 yuan/ton, intengo ye-coke yasekhaya nayo yaqhubeka nokwehla, ukwehla kwemakethe ye-petroleum coke, izinga lokuthunyelwa kwe-spot petroleum coke echwebeni lehla, kanti umthamo wechweba lamasonto onke lechweba elikhulu wawungamathani angaba ngu-100,000 kuya ku-300,000. Engxenyeni yesibili yonyaka, ngokufika kwe-coke engenisiwe engabizi kakhulu emakethe yasekhaya, ukuthunyelwa kwe-port spot price hedging kwathuthuka, kanti ukuthunyelwa kwe-petroleum coke kwamasonto onke emachwebeni amakhulu kwanda kwaya ku-420,000 amathani, kodwa amanani e-petroleum coke angenisiwe akhuphuka abuthakathaka ewonke agcinwe ku-1500 yuan/ton.

Isibikezelo semakethe yesikhathi esizayo:

NgoJanuwari, imakethe ye-coke kaphethiloli yasekhaya yayihweba kahle, futhi intengo yokuthengiselana yakhuphula inani le-coke kaphethiloli esayinwe echwebeni. Kusukela maphakathi noJanuwari, inani lamasonto onke le-coke kaphethiloli echwebeni lafinyelela cishe amathani angu-310,000, kanti inani le-coke kaphethiloli lehle laya cishe kumathani ayizigidi ezingu-4.5. I-Longhong Information yezwa ukuthi inani le-coke kaphethiloli okulindeleke ukuthi lifike eHong Kong kwikota yokuqala lehlisiwe kakhulu, futhi lathintwa yimicimbi yamazwe ngamazwe, ezinye izindlela zokuhamba zavinjwa, izindleko ezengeziwe ezifana ne-premium yempahla ye-coke ezingenisiwe kanye nesikhathi sokuhamba zanda, futhi izindleko zepuleti langaphandle le-coke kaphethiloli zaqhubeka nokukhula.

Kulindeleke ukuthi ekupheleni kukaJanuwari, iningi le-port petroleum coke lizosebenzisa ivolumu yenkontileka ye-oda, futhi isitokwe se-port spot sizoqhubeka nokwehla kancane ngenxa yokwehla kwevolumu ye-petroleum coke engenisiwe.