Hoʻoulu nā loli i ka lako a me ke koi i ka piʻi ʻana o ka coke lanahu
Ma ʻAukake 19, ua ʻokoʻa ke ʻano o nā huahana ʻeleʻele. Ua hāʻule ka hao hao ma mua o 7%, ua hāʻule ka rebar ma mua o 3%, a ua piʻi aʻe ka lanahu coking a me ka coke ma mua o 3%. Manaʻo nā mea i nīnauele ʻia e hoʻomaka ana ka lua lanahu o kēia manawa e hoʻōla ma lalo o ka mea i manaʻo ʻia, a ua ikaika ke koi ma hope, e alakaʻi ana i ka piʻi nui ʻana o ka coke lanahu.
Wahi a Dou Hongzhen, he loiloi koʻikoʻi ma Yide Futures, ma muli o ka hopena o nā ulia pōpilikia ma mua o ka lua lanahu, nā hōʻemi hana lanahu i hoʻopaʻa ʻia, a me nā pani ʻana o ka kaohi hoʻokuʻu "dual-carbon", mai Iulai, ua hoʻomaka nā hale hana holoi lanahu e hoʻōla mālie, a ua hāʻule ka lako o ka lanahu coking, a ua hoʻonui ʻia ka nele o ka lanahu coking i ka hopena o Iulai. . Hōʻike nā helu helu ʻo ka nui o ka hana laʻana o nā hale hana holoi lanahu kūloko he 69.86%, he emi makahiki-ma-makahiki o 8.43 mau helu pakeneka. I ka manawa like, ma muli o nā maʻi ahulau pinepine ma Mongolia a me nā pilina Kina-Australia, ua koʻikoʻi hoʻi ka emi ʻana o ka lawe ʻana mai o ka lanahu coking i kēlā me kēia makahiki. I waena o lākou, ua koʻikoʻi ke kūlana ahulau hou ma Mongolia, a ua haʻahaʻa ka nui o ka hoʻomaʻemaʻe ʻana o ka lanahu Mongolian. I ʻAukake, ua hoʻomaʻemaʻe ʻia he 180 mau kaʻa i kēlā me kēia lā, he emi nui ia mai ka pae o 800 mau kaʻa i ka manawa like i ka makahiki i hala. ʻAʻole ʻae ʻia ka hoʻolaha ʻana i ka lanahu ʻAukekulelia, a ʻo ka nui o ka lanahu coking i lawe ʻia mai ma nā awa kahakai he 4.04 miliona tone, ʻo ia hoʻi he 1.03 miliona tone ka haʻahaʻa ma mua o Iulai.
Wahi a kekahi mea kākau moʻolelo mai ka Futures Daily, ua piʻi ke kumukūʻai o ke kō, a ua haʻahaʻa ka waihona mea maka o nā ʻoihana ma lalo. Ua ikaika ka hoihoi no ke kūʻai ʻana i ka lanahu kō. Ma muli o ka lako paʻa o ka lanahu kō, ke hoʻomau nei ka emi ʻana o ka waihona lanahu kō o nā ʻoihana ma lalo. I kēia manawa, ʻo ka huina o ka waihona lanahu kō o 100 mau ʻoihana kō kūʻokoʻa ma ka ʻāina he 6.93 miliona tone, ʻo ia ka emi ʻana o 860,000 tone mai Iulai, he emi ʻana ma mua o 11% i hoʻokahi mahina.
Ua hoʻomau ka piʻi nui ʻana o ke kumukūʻai o ke kola coking i ka ʻūmiʻi ʻana i ka loaʻa kālā o nā ʻoihana coking. I ka pule i hala, ʻo ka awelika o ka loaʻa kālā no kēlā me kēia tona o ke kola no nā ʻoihana coking kūʻokoʻa ma ka ʻāina he 217 yuan, kahi haʻahaʻa loa i ka makahiki i hala. Ua hiki aku nā ʻoihana coke ma kekahi mau wahi i ka lihi o ka pohō, a ua kaupalena kekahi mau ʻoihana coke Shanxi i kā lākou hana ʻana ma kahi o 15%. . "I ka hopena o Iulai, ua ākea ka hakahaka o ka lako lanahu ma ke komohana ʻākau o Kina a me nā wahi ʻē aʻe, a ua piʻi hou ke kumukūʻai o ke kola coking, e hoʻonui ana i nā ʻoihana coking kūloko i kā lākou mau palena hana. Ua ʻike ʻia kēia hanana ma Shanxi a me nā wahi ʻē aʻe. " Ua ʻōlelo ʻo Dou Hongzhen i ka hopena o Iulai, ua hoʻomaka nā ʻoihana coking i ka pōʻai mua o ka hoʻonui ʻana. Ma hope mai ua piʻi ke kumukūʻai lanahu no ʻekolu mau pōʻai ma muli o ka piʻi wikiwiki ʻana o nā kumukūʻai lanahu. Ma ʻAukake 18, ua piʻi ke kumukūʻai hui o ke kola ma 480 yuan/ton.
Ua ʻōlelo nā mea loiloi ma muli o ka piʻi mau ʻana o ke kumukūʻai lanahu maka a me nā pilikia i ke kūʻai ʻana, ua hāʻule nui ka ukana hana o nā ʻoihana coking ma kekahi mau wahi, ke emi nei ka lako coke, ua maʻalahi ka lawe ʻana o nā waiwai i nā ʻoihana coking, a ʻaneʻane ʻaʻohe waihona i loko o ka hale hana.
Ua ʻike ka mea kākau moʻolelo ʻoiai ua hōʻea ka ʻaelike hoʻolālā lanahu coking 2109 i kahi kiʻekiʻe hou, ua hoʻemi ʻia ke kumukūʻai i kahi kiko, a ua haʻahaʻa ka piʻi ʻana ma mua o ko ka wahi kiko.
Ma ʻAukake 19, ua piʻi ke kumukūʻai o ka lanahu maʻemaʻe medium-sulfur coke 1.3% i hana ʻia e Shanxi i 2,480 yuan/ton, he kiʻekiʻe loa ia. ʻO ke kumukūʻai like o nā huahana maʻamau futures kūloko he 2,887 yuan/ton, a ʻo ka piʻi ʻana o ka mahina a hiki i kēia lā he 25.78%. I ka manawa like, ua piʻi ka ʻaelike futures coking coal 2109 mai 2268.5 yuan/ton a i 2653.5 yuan/ton, he piʻi ʻana o 16.97%.
Ma muli o ka hoʻoili ʻana o ka lanahu coking, mai ʻAukake, ua piʻi ke kumukūʻai o nā hale hana coke spot i ʻehā mau pōʻai, a ua piʻi ke kumukūʻai kālepa awa ma 380 yuan/ton. Ma ʻAukake 19, ua piʻi ke kumukūʻai kiko o ke kālepa coke metallurgical quasi-level ma Rizhao Port mai 2,770 yuan/ton a i 3,150 yuan/ton, i hoʻololi ʻia i nā huahana maʻamau futures kūloko mai 2,990 yuan/ton a i 3389 yuan/ton. I ka manawa like, ua piʻi ka ʻaelike futures coke 2109 mai 2928 yuan/ton a i 3379 yuan/ton, a ua loli ke kumu mai ka hoʻēmi futures o 62 yuan/ton a i ka hoʻēmi o 10 yuan/ton.