Posachedwapa, mtengo wa mankhwala a "lithium family" wapitirira kukwera kwa pafupifupi chaka chimodzi. Mtengo wapakati wa lithiamu carbonate wa batri watsika ndi RMB 2000 /ton, kutsika pansi pa RMB500,000 /ton. Poyerekeza ndi mtengo wapamwamba kwambiri wa RMB 504,000 /ton chaka chino, watsikanso RMB 6000 /ton, komanso wathetsa vuto lalikulu la kukwera ka 10 m'chaka chatha. Zimapangitsa anthu kupumira kuti zomwe zikuchitika zapita ndipo "kukwera kwa zinthu" kwafika.
Wanhua, Lihuayi, Hualu Hengsheng ndi zina zotsika kwambiri! Mitundu yoposa 50 ya mankhwala yagwa!
Akatswiri azachuma ati unyolo wopereka zinthu chifukwa cha mliriwu wakhudzidwa, ndipo makampani ena amagalimoto akuyembekezeka kuyimitsa kupanga pamsika kuti achepetse kufunikira kwa mchere wa lithiamu. Cholinga chogula zinthu za lithiamu chili chotsika kwambiri, msika wonse wa zinthu za lithiamu uli mu mkhalidwe woipa, zomwe zachititsa kuti malonda aposachedwa a msika akhale ofooka. Ndikofunikira kudziwa kuti ogulitsa omwe akhudzidwa ndi mliriwu komanso makasitomala omwe ali ndi zolinga zochepa zogula chifukwa choyimitsa kupanga akukumana ndi vuto lalikulu pamsika wa mankhwala pakadali pano. Mofanana ndi lithiamu carbonate, mitundu yoposa 50 ya mankhwala mu kotala lachiwiri inayamba kuwonetsa kutsika kwa mitengo. M'masiku ochepa chabe, mankhwala ena adatsika ndi RMB 6000 /ton, kutsika kwa pafupifupi 20%.
Chiwerengero cha maleic anhydride chomwe chilipo panopa ndi RMB 9950 /ton, kutsika ndi RMB 2483.33 /ton kuyambira koyambirira kwa mwezi, kutsika ndi 19.97%;
Mtengo wa DMF wa panopa ndi RMB 12450 /ton, kutsika ndi RMB 2100 /ton kuyambira koyambirira kwa mwezi, kutsika ndi 14.43%;
Mtengo wa glycine womwe ulipo panopa ndi RMB 23666.67/ton, RMB 3166.66/ton kuyambira pachiyambi cha mwezi, ndi 11.80%;
Mtengo wa acrylic acid womwe ulipo panopa ndi RMB 13666.67 /ton, RMB 1633.33 /ton kuyambira koyambirira kwa mwezi, ndi 10.68%;
Mtengo wa Propylene glycol womwe ulipo panopa ndi RMB 12933.33/ton, womwe uli pansi ndi RMB 1200/ton kuyambira pachiyambi cha mwezi, womwe uli pansi ndi 8.49%;
Mtengo wa xylene wosakanikirana ndi RMB 7260 /ton, kutsika ndi RMB 600 /ton kuyambira koyambirira kwa mwezi, kutsika ndi 7.63%;
Mtengo wa acetone womwe ulipo panopa ndi RMB 5440 /ton, kutsika ndi RMB 420 /ton kuyambira koyambirira kwa mwezi, kutsika ndi 7.17%;
Mtengo wa melamine womwe ulipo panopa ndi RMB 11233.33 /ton, kutsika ndi RMB 700 /ton kuyambira koyambirira kwa mwezi, kutsika ndi 5.87%;
Mtengo wa Calcium carbide womwe ulipo panopa ndi RMB 4200 /ton, RMB 233.33 /ton kuyambira pachiyambi cha mwezi, ndi 5.26%;
Mtengo wa Polymerization MDI wapano ndi RMB/18640 ton, wotsika ndi RMB 67667/ton kuyambira koyambirira kwa mwezi, wotsika ndi 3.50%;
Mtengo wa 1, 4-butanediol ndi RMB 26480 /ton, womwe ndi RMB 760 /ton kuyambira koyambirira kwa mwezi, womwe ndi 2.79%;
Mtengo wa epoxy resin womwe ulipo panopa ndi RMB 25425 /ton, kutsika ndi RMB 450 /ton kuyambira koyambirira kwa mwezi, kutsika ndi 1.74%;
Chiwerengero cha phosphorous yachikasu chomwe chilipo panopa ndi RMB 36166.67 /ton, kutsika ndi RMB 583.33 /ton kuyambira koyambirira kwa mwezi, kutsika ndi 1.59%;
Mtengo wa Lithium carbonate womwe ulipo panopa ndi RMB 475400 /ton, womwe uli pansi ndi RMB 6000 /ton kuyambira koyambirira kwa mwezi, ndi 1.25%.
Kumbuyo kwa msika wa mankhwala womwe ukutsika, pali zidziwitso zambiri zotsitsa zomwe makampani ambiri opanga mankhwala apereka. Zikumveka kuti posachedwapa Wanhua Chemical, Sinopec, Lihuayi, Hualu Hengsheng ndi makampani ena ambiri opanga mankhwala alengeza kuchepetsa mankhwala, ndipo mtengo pa tani nthawi zambiri unachepetsedwa ndi pafupifupi RMB 100.
Chiwerengero cha Lihuayi isooctanol chinatsika ndi RMB 200/ton kufika pa RMB 12,500/ton.
Chiwerengero cha Hualu Hengsheng isooctanol chatsika ndi RMB200 / tani kufika pa RMB12700 / tani
Chiwerengero cha Yangzhou Shiyou phenol chinatsika ndi RMB 150 /ton kufika pa RMB 10,350 /ton.
Mtengo wa Gaoqiao Petrochemical phenol unatsika ndi RMB 150/ton kufika pa RMB 10350/ton.
Mtengo wa propylene ya Jiangsu Xinhai Petrochemical unatsika ndi RMB 50 pa tani kufika pa RMB 8100 pa tani.
Mtengo waposachedwa wa Shandong Haike Chemical propylene unatsika ndi RMB 100 pa tani kufika pa RMB8350 pa tani.
Chiwerengero cha acetone ya Yanshan petrochemical chinatsika ndi RMB 150 /ton kuti chigwire ntchito RMB 5400 /ton.
Chiwerengero cha acetone ya Tianjin Petrochemical chinatsika ndi RMB 150 /ton kuti chigwire ntchito RMB 5500 /ton.
Mtengo wa benzene wa Sinopec pure unatsika ndi RMB 150 /ton kufika pa RMB8450 /ton.
Mtengo wa Wanhua Chemical Shandong butadiene unatsika ndi RMB 600 /ton kufika pa RMB10700 /ton.
Mtengo wa malonda a North Huajin butadiene unatsika ndi RMB 510 pa tani kufika pa RMB 9500 pa tani.
Chiwerengero cha Dalian Hengli Butadiene chinatsika ndi RMB 300 /ton kufika pa RMB10410 /ton.
Sinopec Central China Sales Company ku Wuhan Petrochemical butadiene yatsika ndi RMB 300 /ton, ndipo yayamba kugwiritsa ntchito RMB 10700 /ton.
Mtengo wa butadiene ku Sinopec South China Sales Company wachepetsedwa ndi RMB 300 /ton: RMB 10700 /ton ya Guangzhou Petrochemical, RMB 10650 /ton ya Maoming Petrochemical ndi RMB 10600 /ton ya Zhongke Refining and Chemical.
Mtengo wa Taiwan Chi Mei ABS unatsika ndi RMB 500/ton kufika pa RMB 17500/ton.
Mtengo wa Shandong Haijiang ABS unatsika ndi RMB 250/ton kufika pa RMB14100/ton.
Mtengo wa Ningbo LG Yongxing ABS watsika ndi RMB 250 /ton kufika pa RMB13100 /ton.
Mtengo wa chipangizo cha Jiaxing Diren PC unatsika ndi RMB 200 pa tani kufika pa RMB 20800 pa tani.
Mtengo wa zinthu zapamwamba za Lotte PC products unatsika kuchokera pa RMB 300/tani kufika pa RMB 20200/tani.
Mtengo wa Shanghai Huntsman April pure MDI barreled/bulk water list RMB 25800 /ton, watsika ndi RMB 1000 /ton.
Mtengo wolembedwa wa Pure MDI wa Wanhua Chemical ku China ndi RMB 25800 /ton (RMB 1000 /ton yotsika kuposa mtengo wa mu Marichi).
Unyolo woperekera zinthu wasokonekera ndipo kupezeka ndi kufunikira kwa zinthu n’kofooka, ndipo mankhwala angapitirire kuchepa.
Anthu ambiri amanena kuti kukwera kwa msika wa mankhwala kwapitirira kwa pafupifupi chaka chimodzi, ndipo anthu ambiri ogwira ntchito m'makampani akuyembekeza kuti kukweraku kupitirira mu theka loyamba la chaka, koma kukweraku kwakhala chete mu kotala lachiwiri, chifukwa chiyani padziko lapansi? Izi zikugwirizana kwambiri ndi zochitika zingapo zaposachedwa za "Black Swan".
Kuchita bwino kwambiri mu kotala yoyamba ya 2022, msika wa mankhwala am'nyumba, mphamvu ya mafuta osakonzedwa ndi zinthu zina zikukwera nthawi zonse pamsika, malonda am'misika ya mankhwala, ngakhale kuti unyolo wamafakitale ukutsika, msika ukuyamba, koma chifukwa cha kubuka kwa nkhondo pakati pa Russia ndi Ukraine, nkhawa za mavuto azamagetsi zikuchulukirachulukira, kukakamiza kwakukulu msika wa mankhwala am'nyumba kulowa mu super cycle kuti ukwere kwambiri, "kukwera kwa mitengo" kwa mankhwala kukukwera. Komabe, mu kotala yachiwiri, kukwera kwakukulu kukuwoneka kuti kukukulirakulira mwachangu.
Chifukwa cha kufalikira kwa COVID-19 m'malo ambiri, Shanghai yakhazikitsa njira zosiyanasiyana zopewera ndi kulamulira m'magawo osiyanasiyana malinga ndi madera, kuphatikizapo madera oletsa, madera oletsa ndi madera oletsa. Pali madera 11,135 oletsa, omwe ali ndi anthu 15.01 miliyoni. Madera a Jilin ndi Hebei nawonso atseka madera ena posachedwapa kuti athane ndi mliriwu ndikuletsa kufalikira kwake.
Madera opitilira khumi ndi awiri ku China atsekedwa chifukwa cha kuthamanga kwambiri, kutsekedwa kwa zinthu, kugula zinthu zopangira ndi kugulitsa katundu kwakhudzidwa, ndipo magawo angapo a mankhwala awonekeranso vuto la kusweka kwa unyolo woperekera katundu. Kutseka ndi kuwongolera pamalo otumizira katundu, kutseka ndi kuwongolera pamalo olandirira katundu, kutsekedwa kwa zinthu, kudzipatula kwa oyendetsa ... Mavuto osiyanasiyana adapitilirabe, ambiri ku China sanathe kutumiza katundu, makampani onse opanga mankhwala adalowa mumkhalidwe wosokonezeka, mbali yopereka katundu ndi mbali yofunikira idavutika kawiri, kukakamizidwa kwa msika wa mankhwala kupita patsogolo.
Chifukwa cha kusweka kwa unyolo wogulira zinthu, kugulitsa zinthu zina za mankhwala kumaletsedwa, ndipo kampaniyo ikupitilizabe njira yopezera maoda pamitengo yotsika. Ngakhale zitakhala zotayika, iyenera kusunga makasitomala ndikusunga gawo la msika, kotero pali mkhalidwe womwe mitengo imatsika mobwerezabwereza. Pokhudzidwa ndi malingaliro ogula zinthu zatsopano osagula zinthu zatsopano, cholinga chogula zinthu zotsika mtengo chimakhala chotsika. Zikuyembekezeka kuti msika wa mankhwala wamba wa nthawi yochepa udzakhala wofooka komanso wolimba, ndipo kuthekera kuti msika upitirire kutsika sikungathe kuchotsedwa.
Kuphatikiza apo, mafakitale omwe alipo pano akusinthanso tsiku ndi tsiku. United States ndi ogwirizana nayo atulutsa mkhalidwe woipa pamsika pamlingo waukulu. Mitengo yamafuta osakonzedwa padziko lonse lapansi yatsika kuchokera pamlingo wapamwamba. Mkhalidwe woletsa ndi kuwongolera miliri m'dziko muno ndi wovuta kwambiri. Motsogozedwa ndi tchuthi cha tsiku lodzaza manda komanso zotsatira zoyipa ziwiri za mtengo ndi kufunikira, mphamvu yamalonda ya msika wa mankhwala m'dziko muno yatsika.
Pakadali pano, mliriwu uli woopsa m'malo ambiri ku China, zinthu zoyendera ndi zoyendera sizikuyenda bwino, makampani opanga mankhwala amachepetsa kupanga kwakanthawi ndikuyimitsa kupanga, ndipo vuto la kutsekedwa ndi kukonza likuwonjezeka. Chiwopsezo cha ntchito chili chotsika kwambiri kuposa 50%, chomwe chingatchulidwe kuti "kusiya". Pang'onopang'ono chimakhala chofooka. Chifukwa cha zinthu zosiyanasiyana monga kufooka kwa kufunikira kwapakhomo, kufooka kwa kufunikira kwakunja, mliri woopsa, ndi kupsinjika kwakunja, msika wa mankhwala ukhoza kutsika kwakanthawi kochepa.
Nthawi yotumizira: Okutobala-19-2022