Posachedwapa, anapitiriza kukwera kwa pafupifupi chaka "lithium banja" mtengo mankhwala anatsika.Mtengo wapakati wa batire ya lithiamu carbonate watsika ndi RMB 2000/tani, kutsika pansi pa RMB500,000/ton mark.Poyerekeza ndi mtengo wapamwamba kwambiri wa chaka chino wa RMB 504,000 / tani, watsika RMB 6000 / toni, ndipo wathetsanso zochitika zochititsa chidwi za kuwonjezeka kwa 10 m'chaka chatha.Zimapangitsa anthu kuusa moyo kuti zochitika zapita ndipo "inflection point" yafika.
Wanhua, Lihuayi, Hualu Hengsheng ndi zina zotsika kwambiri!Mitundu yopitilira 50 yamankhwala idagwa!
Ogwira ntchito m'mafakitale ati zomwe zakhudzidwa ndi mliriwu zakhudzidwa, ndipo makampani ena amagalimoto akuyembekezeka kuyimitsa kupanga pamsika kuti achepetse kufunikira kwa mchere wa lithiamu.Cholinga chogulira malo otsika ndi otsika kwambiri, msika wazinthu za lithiamu ukuchepa kwambiri, zomwe zimapangitsa kuti msika waposachedwa ukhale wofooka.Ndizofunikira kudziwa kuti onse ogulitsa omwe akhudzidwa ndi mliriwu komanso makasitomala akumunsi omwe ali ndi zolinga zochepa zogula chifukwa choyimitsa kupanga akukumana ndi vuto lalikulu pamsika wama mankhwala pakadali pano.Mofanana ndi lithiamu carbonate, mitundu yoposa 50 yamankhwala mgawo lachiwiri idayamba kuwonetsa kutsika kwamitengo.M'masiku ochepa chabe, mankhwala ena adatsika ndi RMB 6000 / tani, dontho la pafupifupi 20%.
Mawu apano a anhydride maleic ndi RMB 9950 / toni, pansi pa RMB 2483.33 / tani kuyambira koyambirira kwa mwezi, kutsika ndi 19.97%;
Ndemanga yamakono ya DMF ndi RMB 12450 / toni, pansi pa RMB 2100 / toni kuyambira kumayambiriro kwa mwezi, kutsika ndi 14.43%;
Zomwe zilipo panopa za glycine ndi RMB 23666.67 / tani, pansi pa RMB 3166.66 / tani kuyambira kumayambiriro kwa mwezi, pansi pa 11.80%;
Mawu amakono a acrylic acid ndi RMB 13666.67 / tani, pansi pa RMB 1633.33 / tani kuyambira kumayambiriro kwa mwezi, pansi pa 10,68%;
Ndemanga yamakono ya Propylene glycol ndi RMB 12933.33 / tani, pansi pa RMB 1200 / tani kuyambira kumayambiriro kwa mwezi, pansi pa 8.49%;
Mawu apano a xylene wosakanikirana ndi RMB 7260 / toni, pansi pa RMB 600 / toni kuyambira koyambirira kwa mwezi, kutsika ndi 7.63%;
Mawu amakono a acetone ndi RMB 5440 / toni, pansi pa RMB 420 / tani kuyambira kumayambiriro kwa mwezi, pansi pa 7.17%;
Zomwe zilipo panopa za melamine ndi RMB 11233.33 / toni, pansi pa RMB 700 / tani kuyambira kumayambiriro kwa mwezi, kutsika ndi 5.87%;
Mawu apano a Calcium carbide ndi RMB 4200 / tani, pansi pa RMB 233.33 / tani kuyambira koyambirira kwa mwezi, kutsika ndi 5.26%;
Mawu apano a Polymerization MDI ndi RMB/18640 ton, pansi pa RMB 67667/tani kuyambira koyambirira kwa mwezi, kutsika ndi 3.50%;
Ndemanga yamakono ya 1, 4-butanediol ndi RMB 26480 / toni, pansi pa RMB 760 / toni kuyambira kumayambiriro kwa mwezi, pansi pa 2.79%;
Ndemanga yamakono ya epoxy resin ndi RMB 25425 / toni, pansi pa RMB 450 / tani kuyambira kumayambiriro kwa mwezi, pansi pa 1.74%;
Ndemanga yamakono ya phosphorous yachikasu ndi RMB 36166.67 / tani, pansi pa RMB 583.33 / tani kuyambira kumayambiriro kwa mwezi, pansi pa 1.59%;
Mawu apano a Lithium carbonate ndi RMB 475400/ton, pansi pa RMB 6000/tani kuyambira koyambirira kwa mwezi, atsika 1.25%.
Kumbuyo kwa msika wamankhwala ukutsika, pali zidziwitso zambiri zotsikirako zoperekedwa ndi makampani ambiri opanga mankhwala.Zikumveka kuti posachedwa Wanhua Chemical, Sinopec, Lihuayi, Hualu Hengsheng ndi makampani ena ambiri amankhwala adalengeza zochepetsera zinthu, ndipo mtengo pa tani udachepetsedwa pafupifupi RMB 100.
Mawu a Lihuayi isooctanol adatsika ndi RMB 200/ton mpaka RMB 12,500/ton.
Mawu a Hualu Hengsheng isooctanol adatsika ndi RMB200 / tani mpaka RMB12700 / tani
Mawu a phenol ya Yangzhou Shiyou adatsika ndi RMB 150/ton mpaka RMB 10,350/ton.
Mawu a Gaoqiao Petrochemical phenol adatsika ndi RMB 150/ton mpaka RMB 10350/ton.
Mawu a Jiangsu Xinhai Petrochemical propylene adatsika ndi RMB 50/ton mpaka RMB8100/ton.
Mawu aposachedwa a Shandong Haike Chemical propylene adatsika ndi RMB 100/ton mpaka RMB8350/ton.
Mawu a Yanshan petrochemical acetone adatsika ndi RMB 150/ton kuti agwiritse ntchito RMB 5400/ton.
Mawu a Tianjin Petrochemical acetone adatsika ndi RMB 150/ton kuti agwiritse ntchito RMB 5500/ton.
Mawu a Sinopec pure benzene adatsika ndi RMB 150/ton mpaka RMB8450/ton.
Mawu a Wanhua Chemical Shandong butadiene adatsika ndi RMB 600/ton mpaka RMB10700/ton.
Malo ogulitsira malonda a North Huajin butadiene adatsika ndi RMB 510/ton mpaka RMB 9500/ton.
Mawu a Dalian Hengli Butadiene adatsika ndi RMB 300/ton mpaka RMB10410/ton.
Sinopec Central China Sales Company ku Wuhan Petrochemical butadiene mtengo wochepetsedwa ndi RMB 300/ton, kukhazikitsidwa kwa RMB 10700/ton.
Mtengo wa butadiene ku Sinopec South China Sales Company wachepetsedwa ndi RMB 300 /ton: RMB 10700 /ton kwa Guangzhou Petrochemical, RMB 10650 /ton kwa Maoming Petrochemical ndi RMB 10600 /ton kwa Zhongke Refining ndi Chemical.
Mawu a Taiwan Chi Mei ABS adatsika ndi RMB 500/ton mpaka RMB 17500/ton.
Mawu a Shandong Haijiang ABS adatsika ndi RMB 250/ton mpaka RMB14100/ton.
Mawu a Ningbo LG Yongxing ABS adatsika ndi RMB 250/ton mpaka RMB13100/ton.
Zolemba za Jiaxing Diren PC zidatsika ndi RMB 200/ton mpaka RMB 20800/ton.
Zida zapamwamba za Lotte Zogulitsa za PC zidatsika RMB 300 / tani mpaka RMB 20200 /ton.
Shanghai Huntsman April koyera MDI mipiringidzo / chochuluka madzi ndandanda mtengo RMB 25800 / tani, utachepa ndi RMB 1000/ton.
Mtengo wotchulidwa wa Pure MDI wa Wanhua Chemical Mu China ndi RMB 25800 /ton (RMB 1000 / tani kutsika kuposa mtengo wa Marichi).
Njira zogulitsira zathyoledwa ndipo kupezeka ndi kufunikira kuli kofooka, ndipo mankhwala angapitirire kugwa.
Anthu ambiri amanena kuti kukwera kwa msika wa mankhwala kwapitirira pafupifupi chaka chimodzi, ndipo ambiri ogulitsa mafakitale akuyembekeza kuti kukwera kudzapitirira mu theka loyamba la chaka, koma msonkhanowu watsekedwa mu gawo lachiwiri, chifukwa chiyani padziko lapansi?Izi zikugwirizana kwambiri ndi zochitika zingapo zaposachedwa za "Black Swan".
Kugwira ntchito mwamphamvu kotala loyamba la 2022, msika wamankhwala am'banja, nthawi zonse kukwera mphamvu zamsika zamafuta osakanizika ndi zinthu zina, ntchito zamalonda zamsika, ngakhale unyolo wamafakitale umachepetsa kutsata, msika kamodzi, koma ndi Nkhondo yapakati pa Russia ndi Ukraine, yodetsa nkhawa za vuto lamphamvu lamagetsi, kulimbikitsa msika wamankhwala apanyumba kukhala wokwera kwambiri kuti upitirire, Chemical "inflation" ikukwera.Komabe, m'chigawo chachiwiri, chiwombankhanga chowonekera chinali kuphulika mofulumira.
Ndi kufalikira kwa COVID-19 m'malo ambiri, Shanghai yakhazikitsa kasamalidwe kosiyana kopewera ndi kuwongolera m'magawo osiyanasiyana, kuphatikiza malo okhala, madera owongolera ndi madera otetezedwa.Pali malo okhalamo 11,135, okhala ndi anthu 15.01 miliyoni.Maboma a Jilin ndi Hebei atsekanso madera okhudzana nawo posachedwa kuti athane ndi mliriwu komanso kufalikira kwake.
Madera opitilira khumi ndi awiri ku China atsekedwa chifukwa chothamanga kwambiri, kutsekeka kwazinthu, kugula zinthu zopangira ndi kugulitsa katundu kwakhudzidwa, ndipo magawo angapo amankhwala awonekeranso vuto la kusweka kwa chain.Kusindikiza ndi kulamulira pamalo otumizira, kusindikiza ndi kulamulira pamalo olandirira, kutsekedwa kwa kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe kake ... mbali yoperekera ndi yofunidwa inavutitsidwa kawiri, kuthamanga kwa msika wa mankhwala patsogolo.
Chifukwa cha kuphulika kwa njira zogulitsira, malonda a mankhwala ena amatsekedwa, ndipo kampaniyo imaumirira pa njira yopezera maoda pamitengo yotsika.Ngakhale zitatayika, ziyenera kusunga makasitomala ndikusunga gawo la msika, kotero pali nthawi yomwe mitengo imatsika mobwerezabwereza.Kukhudzidwa ndi malingaliro ogula ndi osagula, cholinga chogula chapansi pamadzi ndi chochepa.Zikuyembekezeka kuti msika wamsika wamsika wamankhwala wanthawi yayitali udzakhala wofooka komanso wophatikizidwa, ndipo kuthekera kwakuti msika upitirire kuchepa sikungalephereke.
Kuphatikiza apo, mafakitale amakono ozungulira nawonso akusintha tsiku ndi tsiku.United States ndi ogwirizana nawo atulutsa mkhalidwe woipa wamsika pamlingo waukulu.Mitengo yamafuta osakanizidwa padziko lonse lapansi yatsika kuchokera pamilingo yayikulu.Kupewa ndi kuwongolera miliri m'nyumba ndizovuta kwambiri.Chifukwa cha tchuthi chamasiku akusesera kumanda komanso kuwononga kawiri kwa mtengo ndi kufunikira, mphamvu zamalonda zamsika wamsika wamankhwala zatsika.
Pakadali pano, vuto la mliri m'malo ambiri ku China ndilabwino kwambiri, zoyendera komanso zoyendera sizikuyenda bwino, mabizinesi am'madzi amachepetsa kwakanthawi kupanga ndikusiya kupanga, ndipo zochitika zakutseka ndi kukonza zikuwonjezeka.Mlingo wogwira ntchito ndi wotsika kwambiri kuposa 50%, womwe ungatchedwe "kusiya".Pang'onopang'ono kusintha ofooka ntchito.Pansi pakuphatikizidwa kwa zinthu zosiyanasiyana monga kufooka kwapakhomo, kufooketsa kufunikira kwakunja, mliri wowopsa, komanso kusamvana kwakunja, msika wama mankhwala ukhoza kutsika pakanthawi kochepa.
Nthawi yotumiza: Oct-19-2022