I. Muaj feem cuam tshuam
Raw khoom xiav carbon lag luam: xiav carbon lag luam tsis muaj zog ua haujlwm lub lim tiam no. Coal mines tau rov pib tsim khoom tom qab lub koob tsheej, tag nrho cov khoom lag luam tau rov qab los, cov nqi hluav taws xob poob 100 yuan / ton, xiav carbon nqi ntawm qhov chaw txhawb nqa poob qis, xiav carbon enterprise profits rebounded tib lub sijhawm. Thaum Lub Ob Hlis 10, tus nqi tseem ceeb ntawm cov khoom me thiab nruab nrab hauv Shenmu lag luam yog 1, 505-1,680 yuan / ton, thiab coke nto yog 1, 030-1100 yuan / ton. Fugu lag luam nruab nrab thiab cov khoom me me mainstream nqi 1410-1700 yuan/ton, coke 1100-1300 yuan/ton; Yuyang kev lag luam nruab nrab thiab cov khoom siv me me nqes nqi 1580-1650 yuan/ton, coke nto 1260 yuan/ton; Tus nqi tseem ceeb ntawm focal nto hauv Zhongwei kev ua lag luam yog 1250 yuan / tuj; Shizuishan lag luam nruab nrab thiab cov khoom me me nqi 1500 yuan / tuj, coke nto 1150 yuan / ton; Tus nqi ntawm cov khoom me me thiab nruab nrab hauv khw Ordos yog 1500-1530 yuan/ton, thiab coke nto yog 1200 yuan/ton. Tus nqi ntawm cov khoom me thiab nruab nrab hauv khw Hohhot yog 1450-1500 yuan/ton, thiab coke nto yog 1150 yuan/ton. Tus nqi ntawm cov khoom nruab nrab thiab me me hauv Hami kev lag luam yog 1500-2200 yuan / ton, coke nto yog 550-1400 yuan / ton, thiab qhov sib tov yog 680 yuan / ton. Changji lag luam tus nqi ntawm cov khoom me me thiab nruab nrab 850-1450 yuan / ton, coke nto 650 yuan / ton, saum toj no yog ex-factory nqi se nyiaj ntsuab.
Coke kev lag luam: Txij Lub Ob Hlis 3 txog Lub Ob Hlis 10, 2023, lub khw coke tau ua haujlwm ruaj khov ib ntus. Raws li lub Ob Hlis 3, tus nqi ntawm quasi-qib 1 metallurgical coke hauv Shanxi yog 2,482 yuan / ton, tsis hloov. Coke kev lag luam txuas ntxiv mus ua haujlwm ruaj khov nyob rau lub lim tiam no, cov khoom lag luam ntawm coking lag luam los ntawm cov txiaj ntsig cuam tshuam, qhov pib tsis ntev los no yog qhov pib zoo ib yam li lub sijhawm dhau los, kev muag khoom tsis ntev los no qeeb me ntsis, downstream steel mills ntawm kev thov yuav khoom, cog coke Cov khoom lag luam muaj qee yam tsub zuj zuj. Ntawm qhov kev xav tau, cov nqi steel tom qab hnub so tsis ua haujlwm zoo, thiab lub hom phiaj ntawm kev yuav khoom ntawm steel mills tau txo qis me ntsis, thiab feem ntau ntawm cov kev yuav khoom tam sim no tau khaws cia ntawm kev thov. Nyob rau hauv lub neej yav tom ntej, lub koom haum ua lag luam ntseeg tias tag nrho cov kev lag luam huab cua tsis muaj zog, thiab xav tias tus nqi yuav ruaj khov thiab tsis muaj zog. Kev ua lag luam tsom mus rau txhua qhov txuas coke cov khoom lag luam, kev muag khoom qis qis thiab cov khoom siv raw cov nqi sib txawv.
Downstream hlau magnesium: Lub lim tiam no, lub lag luam hlau magnesium ruaj khov ua ntej thiab tom qab ntawd poob, lub Hoobkas tau hais tus nqi tseem ceeb thaum pib ntawm lub lim tiam, tus nqi tseem ceeb ntawm magnesium ingotage yog 22000 yuan / tuj. Nrog rau kev ua raws li kev lag luam qeeb qeeb, lub Hoobkas magnesium pib poob - qib kev xa khoom mus rau ib qho tom qab, thiab kev poob qis ntawm tus nqi ntawm cov pa roj carbon xiav nyob rau lub asthiv lig ua rau lub Hoobkas magnesium tseem phem dua. Hnub tim 10, 99.90% magnesium ingotage tau hais txog 21800 yuan / ton hauv cov nyiaj ntsuab suav nrog se hauv Shaanxi mainstream, thiab kev lag luam kev lag luam tsawg heev. Shanxi lub luag haujlwm tseem ceeb ntawm cov nyiaj ua se tau them se 22000-22100 yuan/ton.
Nyob rau hauv cov nqe lus ntawm manufacturers: nyob rau hauv Lub ob hlis ntuj, daim nqi hluav taws xob ntawm Ningxia, Qinghai, Gansu thiab Shaanxi, lub ntsiab ferrosilicon tsim cov cheeb tsam, nce los ntawm kwv yees li ntawm 0.02 yuan / degree, thiab tag nrho cov txiaj ntsig tau nqaim, tab sis nws yog tseem nyob rau theem profit. Ferrosilicon cov lus nug tag nrho yog tseem nyob rau tom qab hnub so cov lus nug txo qis. Kev khiav hauj lwm tus nqi hloov me ntsis, thiab qhov nruab nrab txhua hnub cov zis tau nce me ntsis.
Cov ntaub ntawv sib tw hlau: hnub Wednesday, Nws Steel nyob rau lub Ob Hlis Ntuj ferrosilicon kev sib tw nug 8400 yuan / tuj, nqis 350 yuan / tuj los ntawm lub hli dhau los (Lub Ib Hlis pricing 8750 yuan / ton), qhov ntau ntawm 1466 tons, 633 tons tsawg dua Lub Ib Hlis; East Tuam Tshoj Steel zeb nqe nqe 8400-8500 yuan/ton. Tam sim no, cov tub luam muaj kev tsis txaus siab txog kev ua lag luam yav tom ntej, tsis txaus siab rau cov khoom lag luam, thiab feem ntau yuav ntawm kev thov.
2. Kev tshuaj xyuas thiab kev kwv yees
Ferrosilicon muab kev lag luam rov qab yog qhov tseeb, qee cov tuam txhab lag luam rov qab mus rau cov khoom lag luam pib ze rau tag nrho cov peev txheej, cov khoom lag luam yuav maj nrawm nrawm, thaum Lub Ob Hlis, cov khoom lag luam, tsuas yog rov pib ua cov txheej txheem tsim khoom, tam sim no kev hloov pauv siab, kev xav tau qis, kev ua lag luam tos thiab pom kev xav muaj zog, tos tus dej steel twv nqe lus qhia. Txawm li cas los xij, raws li qhov kev thov maj mam rov qab los, ferrosilicon tuaj yeem rov ua dua.
