Kalzinierter Petrolkoks: Der Gesamtmarkt blieb stabil, und das Angebot in der Region Shandong ging leicht zurück

Kalzinierter Petrolkoks: Der Gesamtmarkt blieb stabil, und das Angebot in der Region Shandong ging leicht zurück

31-10-2024

The mainstream transaction price of low sulfur calcined coke (using Jinxi and Jinzhou petroleum coke as raw materials) in the market is 3200-3400 yuan/ton; The mainstream transaction price for low sulfur calcined coke (Fushun petroleum coke as raw material) is around 3800-4000 yuan/ton, while the mainstream transaction price for low sulfur calcined coke (Liaohe and Binzhou CNOOC coke as raw materials) in the market is around 3000-3600 yuan/ton.

The mainstream contract price for high sulfur calcined coke (with 3.0% sulfur and no requirements for trace elements) before leaving the factory was 1900 yuan/ton in cash. Today, we are discussing the mainstream factory price of 1900-1950 yuan/ton in cash; The mainstream contract price for high sulfur calcined coke (with 3.5% sulfur and no requirements for trace elements) before leaving the factory was 1750-1850 yuan/ton in cash. Today, we are discussing the mainstream factory price of 1750-1850 yuan/ton in cash; The previous contract price for medium high sulfur calcined coke (sulfur 3.0%, vanadium 400) was cash 2350-2600 yuan/ton, and today we are discussing the ex factory cash price of 2350-2600 yuan/ton.

Supply side

Today, the daily supply of commercial calcined coke in China was 27263 tons, with a production rate of 62.25%. The market supply of calcined coke today decreased by 0.18 compared to the previous working day.

In terms of upstream market

Petroleum coke: Today, PetroChina's refineries shipped well, with strong expectations for low sulfur coke prices in Northeast China. Jilin Petrochemical's recent indicators have fluctuated frequently, with plans to produce 2 # B in November. Refineries in Northwest China have stable trading, and Dushanzi Petrochemical's indicators in Xinjiang meet downstream demand, with good shipments and low inventory. The downstream demand of refineries under CNOOC has slowed down. Taizhou Petrochemical lowered its prices by 50 yuan/ton this week, Zhonghai Asphalt lowered its prices by 70 yuan/ton, Zhoushan Petrochemical lowered its prices by 50 yuan/ton, and Huizhou Petrochemical stabilized its prices.

In terms of downstream markets

Graphite electrode: The rebound in raw material prices for graphite electrodes has provided some positive support for the price of graphite electrodes, but downstream demand has not yet shown significant changes. Mainstream enterprises of graphite electrodes have stated that stabilization is the main focus, maintaining the current production and sales pace. At the same time, with rising costs, the willingness to sell graphite electrodes at low prices in the field may decrease.

Electrolytic aluminum: In October, the subscription volume of newly-built residential properties in Shenzhen exceeded 10000 units for the first time in recent years. Coupled with market rumors that China may launch a 10 trillion yuan economic stimulus plan, it boosted market sentiment and led to an increase in spot aluminum prices.

Negative electrode materials: According to market feedback, the market concentration of negative electrode materials is relatively high, and the polarization of the industry is more obvious. New orders in the field are generally approaching larger negative electrode manufacturers. Mainstream large factories tend to operate at medium to high levels, while some small and medium-sized negative electrode enterprises maintain operating rates between 20-40%. Enterprises mostly execute early orders and focus on production based on sales.


Holen Sie sich den neuesten Preis? Wir werden so schnell wie möglich antworten (innerhalb von 12 Stunden)

Datenschutz-Bestimmungen