nūhou

I Kepakemapa 2023, ua noho kiʻekiʻe a loli ka ʻaila maka, ʻoi aku ka maʻamau o nā mea maka o ka hale hoʻomaʻemaʻe kaumaha, a ua hoʻopilikia ʻia e nā lawe ʻana mai o ka ʻaila maka paʻa a me nā quota hoʻohana, ua mau ka pani pōkole a i ʻole ka hana maikaʻi ʻole o nā hale hoʻomaʻemaʻe, a ua piʻi aʻe ke koi no nā mea waena. Ua hoʻomau ka emi iki ʻana o ka nui o nā waiwai aila wahie kūloko i Kepakemapa mai ʻAukake. I Kepakemapa, ʻo ka nui o nā waiwai aila wahie kūloko he 1,021,300 tons, i lalo he 2.19% i kēlā me kēia mahina a piʻi aʻe he 11.54% i kēlā me kēia makahiki. ʻO ka nui o nā kalepa aila wahie kūloko mai Ianuali a Kepakemapa 2023 he 9,057,300 tons, he piʻi ʻana o 2,468,100 tons, a i ʻole 37.46%, i hoʻohālikelike ʻia me ka manawa like i ka makahiki i hala.

ʻO ka nui o ke kalepa ʻaila wahie ma Shandong he 495,100 tons, i emi iho he 24.35% mai ka hapaha i hala. I kēia mahina, ua hāʻule nui ka nui o nā waiwai ʻaila wahie ma ka ʻāina ʻo Shandong mai ka mahina i hala. ʻO ka loiloi kikoʻī penei: Ma ke ʻano o ka mākeke slurry, ua hoʻonohonoho ka hale hana hoʻomaʻemaʻe ma lalo o ka China Chemical Group i ka nui, ua hana maʻamau ka ʻāpana catalytic Xinyue, a ua hoʻokuʻu ʻia ka slurry Luqing ma ke ʻano maʻamau. ʻOiai ua emi ka hoʻomaka catalytic o nā hale hana hoʻomaʻemaʻe pākahi, ua piʻi ka nui o nā waiwai o ka slurry ʻaila i hoʻohālikelike ʻia me ka mahina i hala; Ma ke ʻano o ke koena, ua hoʻomaka hou ka hale hana ʻo Qicheng i ka hana ʻana, ua hoʻomaka hou ka hale hana ʻo Junsheng i ka hana ʻana i ka hapalua hope o ka makahiki ma hope o ka hoʻōki ʻana i ka mālama ʻana, ua hoʻōki ka hana ʻana o Aoxing i ke kūʻai aku ʻana i nā koena i hoʻokuʻu ʻia aku, ua hoʻōki pū ka koena petrochemical Luqing i ka hoʻokuʻu ʻana aku, ma ke ʻano holoʻokoʻa, ua emi nui ka nui o nā waiwai ʻaila slag lepo Shandong; Ma ke ʻano o ka ʻaila wax, i kaupalena ʻia e nā kumukūʻai kiʻekiʻe, ua hoʻokuʻu ʻo Luqing, Aoxing a me nā ʻaila wax ʻē aʻe i ka hoʻokuʻu ʻana i waho, ʻoiai ua paʻa ka lako o ka wax i ka hapa lua o ka mahina a ua kiʻekiʻe ke kumukūʻai, ʻo Changyi, Shengxing a me nā wax ʻē aʻe i ka hoʻokuʻu ʻana i waho no ka manawa pōkole, ua emi nui ka nui o ka wax holoʻokoʻa mai ka mahina i hala.

 

ʻO ka nui o ka ʻaila wahie ma Kina Hikina he 37,700 tone, i emi iho he 36.75% mai ka mahina i hala. I kēia mahina, ua paʻa ka nui o nā waiwai slurry aila ma ka mākeke Kina Hikina, ke alakaʻi ʻia nei ke kumukūʻai o ke koena sulfur haʻahaʻa e ka ʻaila maka, a ʻo ke kuhikuhi hoʻohana ʻana o ke koena sulfur haʻahaʻa ma Kina Hikina e pili nui ana i ke kuhikuhi o ka wahie-moku, aia ke kumukūʻai hui ʻana o ka moku-wahie ma lalo o ke kaomi, a ua akahele nā ​​kauoha ma lalo, e hopena ana i ka emi nui ʻana o ka nui o nā waiwai residuum.

ʻO ka nui o nā waiwai aila wahie ma ka Hikina ʻĀkau o Kina he 265,400 tone, he piʻi 114.03% mai ka mahina i hala. I ka waena a me ka hapa mua o kēia mahina, he nui ka laulā o ka ʻaila koena ma ka Hikina ʻĀkau o Kina me nā mākeke ʻē aʻe, a ua piʻi nui nā ukana. A ʻo ka hale hana hoʻomaʻemaʻe nui ʻo Haoye i lawe aku i ka huahana paʻa, ua hōʻike ka nui o nā waiwai aila wahie o ka mākeke holoʻokoʻa i ka piʻi nui.

ʻO ka nui o ka ʻaila wahie ma Kina ʻĀkau he 147,600 tone, he piʻi 0.41% mai ka mahina i hala. I kēia mahina, ua paʻa ke koena o ka ʻaila, ka ʻaila wax a me ka slurry ʻaila o ka hale hana hoʻomaʻemaʻe nui ma Kina ʻĀkau, a ʻaʻole i loli nui ka nui o nā waiwai mai ka mahina i hala.

ʻO ka nui o ka ʻaila wahie ma ke Komohana ʻĀkau o Kina he 17,200 tone, he piʻi 13.16% mai ka mahina i hala. I Kepakemapa, ua hoʻololi ka hale hana hoʻomaʻemaʻe waho nui ma ka mākeke komohana ʻākau i ka ʻaila koena haʻahaʻa-sulfur, a ua emi ka nui o nā waiwai, akā ua ʻoi aku ka maikaʻi o ka hoʻouna ʻana o ka slurry ʻaila i hoʻolōʻihi ʻia, a ua piʻi ka nui o nā waiwai holoʻokoʻa mai ka mahina i hala.

ʻO ka nui o ka ʻaila wahie ma ke komohana hema o Kina he 59,000 tons, he 31.11% i piʻi aʻe mai ka mahina i hala. I kēia mahina, pono ke kākoʻo ʻo Shandong, Kina ʻĀkau, Kina Hikina a me nā wahi ʻē aʻe i nā koena haʻahaʻa sulfur, ua piʻi ke kumukūʻai, ua nāwaliwali ke koena haʻahaʻa sulfur hema me ka piʻi ʻana ma mua o ka ʻāina hikina, ua ākea ka laulā arbitrage, ua piʻi nui ka nui o nā waiwai i ka mahina i hala.

I Kepakemapa, ʻaʻole i loli nui ka hapa o kēlā me kēia huahana i ka nui o nā waiwai aila wahie kūloko, ua emi iki ka nui o ke koena aila a me ka aila wax, a ua piʻi nui ka nui o nā waiwai slurry aila. I Kepakemapa, ʻo ka nui o nā waiwai aila koena he 664,100 tons, i lalo 2.85% mai ka mahina i hala. ʻO ka nui o nā waiwai aila koena he 65% o ka nui o nā waiwai aila wahie kūloko, i lalo 1 pakeneka mai ka mahina i hala. ʻO ke kiko ulu nui o ka aila koena i kēia mahina aia ma ka ʻākau hikina, ʻo ka hale hana nui ʻo Haoye coking unit ma mua o ka hoʻokuʻu paʻa ʻana o ke koena aila, a me ka Hikina Hikina a me ka ʻĀkau o Kina, ua paʻa ka puka makani arbitrage Shandong, he nui nā ʻaelike i waho, ua maopopo ka piʻi ʻana o ka ʻaila koena ʻĀkau Hikina. I ka manawa like, ʻo ka ʻāina ʻo Shandong Qicheng maʻamau a me ka mālama ʻana i ka vacuum, ua hoʻokuʻu ʻia ke koena petrochemical Luqing i waho a me nā hopena ʻē aʻe, ua emi nui ka nui o nā waiwai aila koena, ua paʻa iki ka Hikina Kina, ʻĀkau Kina, Komohana Hema a me nā wahi ʻē aʻe, piʻi a hāʻule, ua hāʻule iki ka ʻike piha o ke koena aila i ka mahina i hala. I Kepakemapa, ʻo ka nui o ke kalepa o ka ʻaila wax he 258,400 tons, i lalo 5.93% mai ka mahina i hala; ʻO ka nui o nā waiwai aila wax he 25% o ka nui o nā waiwai aila wahie kūloko, i lalo 1 pakeneka mai ka mahina i hala. ʻO ka mākeke aila wax nui nō ia ma ka ʻāina ʻo Shandong a me ka ʻāina ʻākau hikina, ʻo ka ʻāina ʻo Shandong ma muli o ke kiʻekiʻe o ke kumukūʻai aila maka, ua kaupalena ʻia kekahi mau hale hoʻomaʻemaʻe e ke kumukūʻai e hoʻōki i ka hana wax, ma hope o ka pau ʻana o ka mālama ʻana i nā lako lua, ua emi nui ka nui o nā waiwai i hoʻokuʻu ʻia, ua emi nui ka nui o nā waiwai wax i kēlā me kēia mahina, ʻoiai ʻo ka hale hoʻomaʻemaʻe nui ma ka Hikina Hikina o Kina Haoye wax stable i hoʻokuʻu ʻia, ua piʻi nui ka nui o nā waiwai wax. Ua hoʻopau ka piʻi a me ka hāʻule ʻana i ka emi iki ʻana o ka ʻaila wax i kēlā me kēia mahina. I Kepakemapa, ʻo ka nui o nā waiwai o ka slurry aila he 98,800 tons, i piʻi he 12,900 tons a i ʻole 15.02% mai ka mahina i hala; ʻO ka nui o nā waiwai slurry aila he 10% o ka nui o nā waiwai aila wahie kūloko, i piʻi he 2 pakeneka mai ka mahina i hala. ʻO ka ʻāina ʻo Shandong ka ʻāina e piʻi nui nei o ka slurry aila, ua hoʻi hou ka hana ʻana o ka slurry aila ma Xinyue, Qicheng, Luqing a me nā hale hana ʻē aʻe i ka maʻamau, a ua piʻi nui ka nui o ke kalepa o ka slurry aila i hoʻohālikelike ʻia me ka mahina i hala.

Wānana mākeke e hiki mai ana:

I ʻOkakopa, ua emi iho ka hoʻomaka a me ka hoʻōki ʻana o nā lako ma ka mākeke Shandong, a ua paʻa mau ka hana ʻana a me ke kūʻai aku; Ma hope o ka wehe ʻana o ka ʻāpana hana lua o ka hale hana nui ma ka Hikina ʻĀkau o Kina, ua hoʻemi ʻia ka nui o ke koena o ka ʻaila, a ua mālama mau ʻia ka hoʻolālā o ka ʻaila wax. Eia kekahi, kiʻekiʻe ka volatility o ka ʻaila maka, akā e hoʻokaʻawale ʻia kahi pūʻulu hou o nā quota hana ʻaila maka, e hoʻomaha ʻia ka pilikia o ka lako ʻaila wahie kūloko, ma ke ʻano holoʻokoʻa, i ʻOkakopa, ʻo ka nui o nā waiwai ʻaila wahie kūloko e loli haiki ana, ʻo ka laulā o nā loli ma kahi o 900-950,000 tons.


Ka manawa hoʻouna: ʻOkakopa-17-2023