Liphetoho phepelong le tlhokehong li khothalletsa keketseho ea coke ea mashala
Ka la 19 Phato, mokhoa oa lihlahisoa tse ntšo o ile oa fapana. Maruo a tšepe a theohile ka ho feta 7%, rebar e theohile ka ho feta 3%, 'me mashala a coking le coke a phahame ka ho feta 3%. Batho ba ileng ba botsoa lipotso ba lumela hore morafo oa mashala oa hona joale o qala ho hlaphoheloa ka tlase ho kamoo ho neng ho lebelletsoe, 'me tlhoko e theohelang e matla, e leng se lebisang keketsehong e matla ea coke ea mashala.
Ho ea ka Dou Hongzhen, setsebi se seholo sa Yide Futures, ka lebaka la tšusumetso ea likotsi tsa merafo ea mashala tse fetileng, ho fokotseha ha tlhahiso ea mashala a mangata, le ho koaloa ha taolo ea mosi oa "khabone e habeli", ho tloha ka Phupu, lifeme tsa ho hlatsoa mashala li qalile ho hlaphoheloa butle-butle, 'me phepelo ea mashala a ho baka e theohile, 'me khaello ea mashala a ho baka e eketsehile qetellong ea Phupu. . Lipalopalo li bontša hore sekhahla sa hona joale sa ts'ebetso ea sampole ea lifeme tsa ho hlatsoa mashala tsa malapeng ke 69.86%, e leng phokotso ea selemo le selemo ea lintlha tsa 8.43 lekholong. Ka nako e ts'oanang, ka lebaka la seoa se pheta-phetoang likamanong tsa Mongolia le Chaena le Australia, phokotso ea selemo le selemo ea thepa e tsoang kantle ho naha ea mashala a ho baka le eona e bile mpe haholo. Har'a tsona, boemo ba morao tjena ba seoa Mongolia bo bobe haholo, 'me sekhahla sa ho tlosoa ha mashala a Mongolia se maemong a tlase. Ka Phato, likoloi tse 180 li ne li hloekisoa letsatsi le letsatsi, e leng phokotso e kholo ho tloha boemong ba likoloi tse 800 nakong e tšoanang selemong se fetileng. Mashala a Australia a ntse a sa dumellwa ho phatlalatsa, mme setoko sa mashala a coking a tswang kantle ho naha boemakepeng ba lebopong ke ditone tse dimilione tse 4.04, e leng tlase ka ditone tse dimilione tse 1.03 ho feta ka Phupu.
Ho ea ka moqolotsi oa litaba oa Futures Daily, theko ea coke e nyolohile, 'me lenane la lihlahisoa tse tala tsa lik'hamphani tse rekisang coke le boemong bo tlase. Cheseho ea ho reka mashala a coking e matla. Ka lebaka la phepelo e fokolang ea mashala a coking, lenane la lik'hamphani tse rekisang coke tsa coke tsa lik'hamphani tse rekisang coke tsa coke le ntse le fokotseha. Hona joale, lenane lohle la lik'hamphani tse 100 tse ikemetseng tsa coking ho pholletsa le naha ke lithane tse ka bang limilione tse 6.93, e leng phokotso ea lithane tse 860,000 ho tloha ka Phupu, e leng phokotso ea ho feta 11% ka khoeli e le 'ngoe.
Keketseho e matla ea theko ea mashala a coking e ile ea tsoela pele ho hatella phaello ea lik'hamphani tsa coking. Bekeng e fetileng, phaello e tloaelehileng ka tonne ea coke bakeng sa lik'hamphani tse ikemetseng tsa coking naheng e ne e le 217 yuan, e leng rekoto e tlase selemong se fetileng. Lik'hamphani tsa coking libakeng tse ling li fihlile mothating oa tahlehelo, 'me lik'hamphani tse ling tsa coke tsa Shanxi li fokolitse tlhahiso ea tsona ka hoo e ka bang 15%. "Qetellong ea Phupu, lekhalo la phepelo ea mashala karolong e ka leboea-bophirima ea Chaena le libakeng tse ling le ile la eketseha, 'me theko ea mashala a coking e ile ea eketseha le ho feta, e leng se ileng sa etsa hore lik'hamphani tsa coking tsa lehae li eketse lithibelo tsa tlhahiso ea tsona. Ketsahalo ena e boetse e hlahile Shanxi le libakeng tse ling." Dou Hongzhen o itse qetellong ea Phupu, lik'hamphani tsa coking li qalile potoloho ea pele ea keketseho. Theko ea mashala hamorao 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 e kopaneng ea coke e eketsehile ka 480 yuan/ton.
Bahlahlobisisi ba itse ka lebaka la keketseho e sa khaotseng ea litheko tsa mashala a tala le mathata a ho reka, mojaro oa hona joale oa ts'ebetso ea lik'hamphani tsa ho pheha lijo libakeng tse ling o theohile haholo, phepelo ea coke e ntse e fokotseha, lik'hamphani tsa ho pheha lijo li na le phano e boreleli ea thepa, 'me ho batla ho se na thepa fekthering.
Moqolotsi oa litaba o hlokometse hore leha konteraka ea bokamoso ba mashala a ho pheha ea 2109 e fihlile holimo haholo, theko e ile ea theoleloa sebakeng seo, 'me keketseho e ne e le tlase ho feta ea sebaka seo.
Ho tloha ka la 19 Phato, theko ea pele ea fektheri ea mashala a hloekileng a coke a 1.3% a hlahisoang ke Shanxi a nyolohetse ho 2,480 yuan/tonne, e leng se phahameng ka ho fetisisa. Se lekanang le lihlahisoa tse tloaelehileng tsa bokamoso ba lehae e ne e le 2,887 yuan/tonne, 'me keketseho ea khoeli le khoeli e ne e le 25.78%. Nakong e tšoanang, konteraka ea mashala a coking ea 2109 e nyolohile ho tloha ho 2268.5 yuan/tonne ho ea ho 2653.5 yuan/tonne, keketseho ea 16.97%.
Ka lebaka la 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 yuan/tonne tse 380. Ho tloha ka la 19 Phato, theko ea spot ea khoebo ea coke ea tšepe ea boemo bo batlang bo lekana le Rizhao Port e nyolohile ho tloha ho yuan/tonne tse 2,770 ho ea ho yuan/tonne tse 3,150, e ileng ea fetoloa lihlahisoa tse tloaelehileng tsa bokamoso ba lehae ho tloha ho yuan/tonne tse 2,990 ho ea ho yuan/tonne tse 3389. Nakong e tšoanang, konteraka ea bokamoso ba coke ea 2109 e nyolohile ho tloha ho yuan/tonne tse 2928 ho ea ho yuan/tonne tse 3379, 'me motheo o fetohile ho tloha theolelong ea bokamoso ea yuan/tonne tse 62 ho ea theolelong ea yuan/tonne tse 10.