Liphetoho tsa phepelo le tlhokeho li khothalletsa ho eketseha ha coke ea mashala
Ka la 19 Phato, mokhoa oa lihlahisoa tse ntšo o ile oa fapana.Ore ea tšepe e theohile ka ho feta 7%, rebar e theohile ka ho feta 3%, 'me mashala a coking le coke a nyoloha ka ho feta 3%.Ba buisanang le bona ba lumela hore morafo oa mashala oa hona joale o qala ho hlaphoheloa ka tlaase ho moo ho neng ho lebeletsoe, 'me tlhokahalo e tlaase ea noka e matla, e lebisang ho phahama ho hoholo ha coke ea mashala.
Ho ea ka Dou Hongzhen, mohlahlobisisi e moholo oa Yide Futures, ka lebaka la phello ea likotsi tsa morafo oa mashala nakong e fetileng, ho fokotseha ha tlhahiso ea mashala, le ho tima "khabone e habeli", ho tloha ka Phupu, limela tse hlatsoang mashala li se li qalile ho fola butle. phepelo ea mashala a ho pheha e theohile, 'me khaello ea mashala a ho pheha e matlafetse ho elella bofelong ba July..Lipalopalo li bonts'a hore mohlala oa hajoale oa sekhahla sa ts'ebetso ea lifeme tsa lehae tse hlatsoang mashala ke 69.86%, e leng phokotso ea selemo le selemo ea lintlha tse 8,43.Ka nako e ts'oanang, ka lebaka la seoa se pheta-phetoang lipakeng tsa likamano tsa Mongolia le China-Australia, ho fokotseha ha selemo le selemo ho theolelo ea mashala a coking le hona ho bile ho tebileng.Har'a bona, boemo ba seoa ba morao-rao naheng ea Mongolia bo matla, 'me tekanyo ea ho tlosoa ha mekhoa ea mashala ea Mongolia e tlaase.Ka Phato, likoloi tsa 180 li ile tsa hloekisoa letsatsi le leng le le leng, e leng ho theoha ho hoholo ho tloha boemong ba likoloi tsa 800 ka nako e tšoanang selemong se fetileng.Mashala a Australia a ntse a sa lumelloe ho phatlalatsa, 'me thepa ea mashala a coking a tsoang linaheng tse ling mabōpong a leoatle ke lithane tse limilione tse 4.04, e leng lithane tse limilione tse 1.03 ho feta ka July.
Ho ea ka moqolotsi oa litaba oa Futures Daily, theko ea coke e nyolohile, 'me lisebelisoa tse tala tsa lik'hamphani tse tlaase li tlaase.Cheseho ea ho reka mashala a ho pheha e matla.Ka lebaka la phepelo e thata ea mashala a apehileng, lethathamo la mashala a ho pheha a lik'hamphani tse tlase le noka le ntse le fokotseha.Hajoale, kakaretso ea mashala a mashala a lik'hamphani tse 100 tse ikemetseng ho pholletsa le naha e ka ba lithane tse limilione tse 6.93, e leng phokotso ea lithane tse 860,000 ho tloha ka Phupu, e leng phokotseho e fetang 11% ka khoeli e le 'ngoe.
Ho phahama ho hoholo ha theko ea mashala ho ile ha tsoela pele ho hatella phaello ea lik'hamphani tsa ho pheha.Bekeng e fetileng, phaello e tloaelehileng ka tone ea coke bakeng sa lik'hamphani tse ikemetseng tsa ho pheha naheng e ne e le 217 yuan, tlaleho e tlaase selemong se fetileng.Lik'hamphani tse phehang lijo tse phehoang libakeng tse ling li fihlile lintšing tsa tahlehelo, 'me lik'hamphani tse ling tsa Shanxi coke li lekanyelitse tlhahiso ea tsona ka hoo e ka bang 15%.."Bofelong ba Phupu, lekhalo la phepelo ea mashala ka leboea-bophirima ho China le libakeng tse ling le ile la eketseha, 'me theko ea mashala a ho pheha e ile ea phahama le ho feta, e leng se ileng sa etsa hore lik'hamphani tsa moo tsa ho pheha li eketse lithibelo tsa tsona tsa tlhahiso.Ketsahalo ena e boetse e hlahile Shanxi le libakeng tse ling.Dou Hongzhen o boletse hore qetellong ea Phupu, lik'hamphani tsa ho pheha li ile tsa qala potoloho ea pele ea keketseho.Theko ea mashala e ile ea nyoloha ka makhetlo a mararo a latellanang ka lebaka la keketseho e potlakileng ea litheko tsa mashala.Ho tloha ka la 18 Phato, theko ea coke e eketsehile ka 480 yuan/ton.
Bahlahlobisisi ba boletse hore ka lebaka la keketseho e tsoelang pele ea litheko tsa mashala le mathata a ho reka, mosebetsi oa hajoale oa lik'hamphani tsa ho pheha libakeng tse ling o theohile haholo, phepelo ea li-coke e ntse e fokotseha, lik'hamphani tsa ho pheha li fana ka thepa hantle, 'me ho batla ho se letho. thepa ea thepa femeng.
Moqolotsi oa litaba o ile a hlokomela hore le hoja konteraka ea 2109 ea mashala a mashala e fihlile holimo, theko e ile ea theoleloa sebakeng seo, 'me keketseho e ne e le tlaase ho feta ea sebaka seo.
Ho tloha ka la 19 Phato, theko ea khale ea fektheri ea Shanxi e hlahisitsoeng ka 1.3% ea mashala a hloekileng a coke coke clean ea mahareng a sebabole e nyolohetse ho 2,480 yuan/ton, e leng tlaleho e phahameng haholo.E lekanang le lihlahisoa tse tloaelehileng tsa bokamoso ba lehae e ne e le 2,887 yuan/ton, mme keketseho ea khoeli le khoeli e ne e le 25.78%.Ka nako e ts'oanang, konteraka ea 2109 ea mashala a mashala e ile ea phahama ho tloha ho 2268.5 yuan/ton ho ea ho 2653.5 yuan / tonne, keketseho ea 16.97%.
E anngoe ke phetiso ea mashala a coking, ho tloha ka Phato, theko ea lifeme tsa coke spot e nyolohile ka makhetlo a mane, 'me theko ea khoebo ea koung e nyolohile ka 380 yuan/ton.Ho tloha ka la 19 Phato, theko ea quasi-level metallurgical coke trade in Rizhao Port e nyolohile ho tloha ho 2,770 yuan/ton ho ea ho 3,150 yuan/ton, e ileng ea fetoloa lihlahisoa tse tloaelehileng tsa bokamoso ho tloha ho 2,990 yuan/ton ho ea ho 3389 yuan/ton.Ka nako e tšoanang, konteraka ea 2109 ea bokamoso ba coke e ile ea phahama ho tloha ho 2928 yuan/ton ho ea ho 3379 yuan/ton, 'me motheo o fetohile ho tloha ho theolelo ea bokamoso ea 62 yuan/ton ho ea ho theolelo ea 10 yuan/ton.