Kuyambira pachiyambi cha chaka chino, msika wa propylene oxide wathetsa kuchepa komwe kwakhalapo kwa miyezi itatu ndikubwereranso ku njira yokwera. Pofika pa Marichi 1, mtengo wamsika wa propylene oxide unali 10,300 yuan (mtengo wa tani, womwewo pansipa), ndi kuwonjezeka kwa 15.15% kuyambira chaka chino. Makampaniwa akukhulupirira kuti, mothandizidwa ndi mtengo ndi kupezeka, msika wa propylene oxide ndi wosavuta kukwera kwakanthawi kochepa; Koma mtsogolo, chifukwa cha ndalama zatsopano zomwe zili ndi mphamvu zambiri, kukwera kwake kumakhala kovuta.
Mtengo unakwera kwambiri
Pambuyo pa tchuthi cha Spring Festival, mitengo ya oxylene oxide inakwera mofulumira, ndipo mtengo wapakati wa mwezi umodzi unakwera ndi ma yuan oposa 700, kuwonjezeka kwa 7.83%. Pakadali pano, yakhudzidwa mpaka pamlingo wapamwamba kwambiri kuyambira Okutobala chaka chatha.
"Posachedwapa, misika ya oxyxide yawonetsa kukwera. Ngakhale kuti mtengo mu February watsika pang'ono, kudalira thandizo la zinthu zopangira zokwera mtengo, njira zochepetsera zachepa kwambiri." Zhuo Chuang Information Katswiri wa Zhuo Chuang Feng Na adalengeza kuti kubwerera kwa malo osungira oxylene oxide ndikofunikira. Sichinabwerere bwino ndipo chili ndi zotsatira zochepa, ndipo msika wotsikirapo watsika pang'ono panthawi yokhazikika. Malinga ndi ziwerengero kuchokera ku mabungwe amalonda, kuyambira pakati pa Januware mpaka February 6, mtengo wapakati wa msika wa oxide wakhala ukudabwitsa kuyambira 9150 yuan mpaka 9183 yuan.
Kumayambiriro kwa mwezi wa February, pamene kufunikira kwa magetsi kunkayamba kukwera pang'onopang'ono, ogwira ntchito anali ndi ziyembekezo zazikulu. Mothandizidwa ndi mtengo, malo ogulitsira otsika mtengo adakweranso. Kuyambira pa 6 February mpaka 10th, mtengo wapakati wa msika wa oxide unakwera kuchoka pa 9,150 yuan kufika pa 9633.33 yuan, ndipo mtengo wa tani unakwera pafupifupi 500 yuan. Pofika pakati pa mwezi wa February, ngakhale kufunikira kwa magetsi kwapitirira, odayo sinaperekedwe chaka chapitacho, ndipo msika wa magetsi uli ndi mkangano woonekeratu ndi mitengo yokwera. Kutsika pa intaneti kufika pa pafupifupi 9,550 yuan. Kumapeto kwa mwezi wa February, zipangizo zambiri zomwe zinali mbali yopereka zidachepetsedwa popanga, ndipo chithandizo cha mtengo chinali champhamvu. Mtengo wa methane wa epoxy unakwezedwanso. Pa 17 February mpaka 24th, mtengo wapakati wa oxide patelletide unakwera ndi pafupifupi 300 yuan, kuwonjezeka kwa 3.32%.
Kukwera kwa nthawi yochepa n'kosavuta koma kovuta kugwa
Anthu ambiri amakhulupirira kuti chinthu chachikulu chomwe chikuyendetsa msika wa propylene oxide ndi mtengo wophatikizana ndi zinthu zomwe zilipo. Pa msika wamtsogolo, katswiri wa zachidziwitso ku Longzhong, Chen Xiaohan, ndi makampani ena amakhulupirira kuti posachedwa, mbali yopereka mphamvu yatsopano yopezera ndalama zochedwetsa komanso mbali yothandiza kwambiri, msika udzakhala wosavuta kukwera komanso wovuta kutsika.
Chen Xiaohan adanenanso kuti mphamvu yopangira propylene oxide ya Tianjin Petrochemical yokwana matani 150,000 pachaka, yomwe idawonjezedwanso pakati pa Januwale, idatsekedwa kwakanthawi pa February 11, yomwe ikhoza kukhalapo mpaka kumapeto kwa March. Pakadali pano, mzere wopanga chipangizo chatsopano cha Phase I cha Satellite Petrochemical cha matani 400,000 pachaka uli ndi vuto lochepa, ndipo chinthucho sichinagulitsidwe mpaka pano. Pakadali pano, chipangizo chatsopano chomwe chili pamsika chilibe kuchuluka.
Ponena za mphamvu yopangira zinthu, chipangizo cha Qi Xiangda cholemera matani 300,000 pachaka ndi chipangizo cha Taixingyida cholemera matani 150,000 pachaka sichinayambikenso pambuyo poyimitsa galimoto kumapeto kwa chaka chatha. Mafakitale ena omwe anali kupanga zinthu analinso ndi kusintha kwa nthawi yochepa kwa kuwonongeka kwa galimoto. Mwachidule, kuchuluka kwa mphamvu yogwiritsira ntchito msika wa okosijeni ndi pafupifupi 70%, ndipo gawo loyamba la Zhenhai Refinement and Chemical Phase 285,000 matani pachaka akukonzekera kuyimitsa galimoto kuti ikonzedwe. Amalonda nthawi zambiri amayembekezera kuti agulitsidwe.
Ponseponse, kupezeka kwa msika watsopano wa epoxy sikuli ndi mphamvu zatsopano zopangira, ndipo pali kusintha kosalekeza kwa mapulani akuluakulu okonza. Chifukwa chake, mbali yoperekera ikuyembekezeka kukhala yolimba. Mtengo wofanana ndi womwe ulipo ndi wokhazikika komanso wolimba, ndipo umapatsa msika chithandizo china. Chifukwa chake, mwayi wa msika wa oxide kwakanthawi kochepa ukuwonetsabe kuti ndikosavuta kukwera komanso kovuta kuchepa.
Kukwera kwa nthawi yayitali n'kovuta kupitilira
Kuchokera pamalingaliro a mzere wapakati ndi wautali, popeza propylene oxide ikadali munthawi yovuta yokulitsa mphamvu zopangira chaka chino, anthu amkati mwa makampani aweruzidwa ndi dongosolo latsopano lopangira mphamvu. M'tsogolomu, msika wa epoxy wamkati udzakhala wovuta kusintha, ndipo mtengo ukuyembekezeka kusinthasintha pa 8,000 mpaka 11,000 yuan.
"2023 ndi chaka chachitatu cha kugayidwa kwa mphamvu yopanga patelletide. Mphamvu yatsopano yopanga ndi yayikulu, ndipo mphamvu zina zatsopano zopangira sizili ndi chithandizo chamtsogolo." Sun Shanshan, katswiri wa kafukufuku ku Jin Lianchuang, akukhulupirira kuti mphamvu izi zidzakhala ngati malo kapena mgwirizano. Kulowa pamsika mwachindunji, zotsatira zake pamsika ndizodziwikiratu.
Malinga ndi nkhani zomwe zanenedwa pano, mu gawo lachiwiri ndi lachitatu, panali matani 400,000 a Sinochem ndi Yangnong pachaka, matani 270,000 pachaka ku Zhejiang Petrochemical, ndi matani 300,000 pachaka ku North Huajin. Kuphatikiza apo, Yantai Wanhua matani 400,000 pachaka, zinthu zatsopano za Binhai matani 240,000 pachaka. Mphamvu yowonjezera ya oxylene oxylene ikuyembekezeka kuperekedwa kumapeto kwa chaka. Malinga ndi ziwerengero kuchokera ku Jinlianchuang, mu 2023, pali pafupifupi matani 1.888 miliyoni pachaka chaka chilichonse yopangira oxylene oxylene patent.
Wang Yibo, wofufuza ku China Research Pwi, akukhulupirira kuti chifukwa cha ndalama zomwe zikupitilirabe pakupanga zinthu zatsopano, chiopsezo cha mpikisano pamsika wa okosijeni chikuwonjezeka, zomwe zingayambitse kusinthasintha kwamitengo yazinthu komanso phindu lochepa la mafakitale. Komabe, makampani otsogola adzagwiritsa ntchito mokwanira zabwino zodzidalira pazinthu zoyambira kuti achepetse ndalama zopangira. Nthawi yomweyo, pambuyo pa chitukuko chopitilira cha makampani otsogola chingalepheretsenso bwino zoopsa zamsika.
Chifukwa chake, chifukwa cha kuchuluka kwa mphamvu zatsopano zopangira, mpikisano wamsika wokhudzana ndi mtengo udzayambitsidwa mumakampani opanga ma oxide. Kuchokera pakuwona kufunika, kufunikira kwa msika wonse kukuwonetsa njira yokonzanso, koma nthawi yobwezeretsa ndi yayitali. Sun Shanshan akuneneratu kuti msika wa oxylene oxide udzakhalabe wodabwitsa mu 2023. Ngati palibe zabwino mwadzidzidzi, zimakhala zovuta kukhala ndi mtengo wokwera kapena msika wokwera komanso wokwera.
Nthawi yotumizira: Mar-21-2023