Tikuyembekezera msika wamakongoletsedwe mu 2023, omwe ali mkati mwamakampani amakhulupirira kuti msika ukhoza kukhala wokwera komanso wotsika kwambiri.Chaka chino akadali chaka pamene mphamvu yopanga styrene yakula mofulumira.Zotsutsana ndi kutaya kwa theka la chaka zatha.Zogulitsa zakunja kapena kusesa kupondereza msika wapakhomo.Pa nthawi yomweyi, mphamvu yotsika pansi imatulutsidwa.Besium pansi pa 2022, phindu ndilovuta kukwera.
Kukula kwa zotuluka kungakhale 17%
"Mu 2022, kuchuluka kwa ma styrene akunyumba akadali panjira yokulirapo, ndipo kukula kukuyembekezeka kufika 20%, yomwe idzakhala chinthu chofulumira kwambiri pamsika wamakampani.Chifukwa cha kutulutsidwa kwachangu kwa mphamvu yatsopano yopangira styrene, kuwonjezeka kwa kupanga ndi kukakamiza kwa malonda kudzawonjezeka, ndipo mphamvu yogwiritsira ntchito mphamvu sizingakhale zabwino momwe zingathere.Zikuyembekezeka kuti zitha kukhala pafupifupi 78%."Katswiri wina wa Kim Lianchuang Wang Li amakhulupirira.
Wang Li adati mu 2023, zida zatsopano monga Lianyungang Petrochemical, Zibo Junchen, Guangdong Petrochemical, Zhejiang Petrochemical zitha kuyikidwa mukupanga, ndipo kuchuluka kwa kukula kwa styrene kukuyembekezeka kufika 23%.Ngati kutumidwa kukuchedwa chifukwa chakukulitsa kutsutsana pakati pa kupezeka ndi kufunikira, kukula kwa styrene kutulutsa chaka chino kungakhale 17%.
Zomwe zimakhudzidwa ndi izi, msika wa styrene wa chaka chino umathamanga kapena uli ndi khalidwe lapamwamba komanso lochepa, ndipo mtengo wamtengo wapatali wa chaka udzakhala wosachepera 2022. Mwachindunji, maulosi akukwera mitengo mu gawo lachiwiri.Kumbali imodzi, chifukwa cha kupitiriza kukula kwa styrene chaka chino, kupanikizika kwa kupanga m'gawo loyamba kunali kwakukulu, ndipo kufunikira kwa superimposed pa Chikondwerero cha Spring kunachepetsedwa.Kumbali inayi, kufunikira kwa gawo lachiwiri kukuyembekezeka kuyambiranso, ndipo kutsika kwapansi kudzatsatanso.Mu gawo lachitatu ndi lachinayi, kuperekedwa kwa styrene kuli pamlingo wapamwamba ndipo kufunikira kumachepa pang'onopang'ono, ndipo mtengo ukhoza kuchepa.Ndikoyenera kudziwa kuti panthawi yokonza pakati pa chipangizo cha styrene, pakhoza kukhala misika yomwe ikukwera, koma kuwonjezeka kuli kochepa.
Kuphatikiza apo, chinthu china chomwe chimakhudza kusinthasintha kwa msika wa styrene chaka chino ndikuti anti-dumping idzatha.Pa June 22, 2018, Unduna wa Zamalonda udalengeza chigamulo chomaliza cha kafukufuku woletsa kutaya zinthu zomwe zidachokera ku South Korea, Taiwan ndi United States.Pambuyo pa kutha kwa anti-dumping mu June chaka chino, China, monga dziko lalikulu kwambiri la ogula padziko lonse lapansi, idzakopa chidwi cha opanga ma styrene padziko lonse lapansi.Ngakhale mphamvu zatsopano zopangira styrene zapakhomo zimatulutsidwa mosalekeza ndipo kudalira kwa kunja kukupitirirabe kuchepa, kutuluka kwa zinthu kudzapitirira, ndipo njira yatsopano ya arbitrage idzapanga pang'onopang'ono, kapena idzakakamiza msika wapakhomo pakapita nthawi. .
Malo opindulitsa akupitirizabe kuchepa
Mu 2022, kupatula malonda a ingenuylene mu gawo lachitatu, nthawi yotsalayo inali yotayika.Kutayika kwamalingaliro mpaka 1,000 yuan (mtengo wa matani, womwewo pansipa), ndi avareji ya 379 yuan pachaka.
Han Xiaoxiao, katswiri wa Longzhong Information, amakhulupirira kuti kuwonjezera pa kutulutsidwa kwakukulu kwa mphamvu zatsopano zopangira, chinthu china chofunika ndi chakuti kukwera mtengo kumapitirirabe kupanikizika.Choyera benzene ndi chimodzi mwazinthu zazikulu zopangira styrene, ndipo kusinthasintha kwake kwamitengo ndikofunikira kwambiri pamachitidwe a styrene.
Mu theka loyamba la 2022, mtengo wa benzene yoyera udakwera kwambiri chifukwa chakuchepa komanso kukwera mtengo kwakunja, ndipo udatsika mu theka lachiwiri la chaka chifukwa chazovuta komanso kuchuluka kwazinthu zamadoko, pomwe mtengo wapakati wapachaka ukuyandikira. 9,000 yuan.
Pazaka ziwiri zapitazi, kusiyana kwamitengo pakati pa benzene yoyera ndi styrene kwachepa kwambiri.M'zaka zam'mbuyo, kusiyana kwamitengo pakati pa benzene yoyera ndi styrene kudasungidwa mu 2000 ~ 2500 yuan, kutsika mpaka 1000 ~ 1500 yuan m'zaka ziwiri zapitazi, ndipo nthawi zina 200 ~ 500 yuan.Mu 2022, makampani opanga ma styrene okhala ndi zopangira zabwino zopangira zopangira amatha kumaliza benzene yoyera.
Mu 2023, mtengo wa benzene yoyera mu theka loyamba la chaka kapena kugwedezeka kwakukulu, theka lachiwiri la chaka kapena chiopsezo chachikulu cha kugwa.Pali mafakitale ambiri akumunsi a benzene yoyera.Potengera kuchuluka kwa magwiritsidwe, styrene akadali chinthu chachikulu kwambiri chomwe chimagwiritsidwa ntchito pomwa benzene, chomwe chimawerengera pafupifupi 47%.Nthawi yomweyo, chaka chino mphamvu ya styrene ikupitilira kukula mwachangu, kufunikira kwa benzene koyera kukadali kukwera.Kumbuyo kwa "double carbon", chifukwa cha kuchuluka kwa ntchito ya coking sikukwanira, superimposed raw material supply synchronization limited, ikuyembekezeka chaka chino mtengo wa benzene yoyera ukuyembekezeka kukhalabe womaliza.
Pamtengo wokwera kuphatikiza kugwira, kutsika kwamakampani opanga ma styrene ndikugwirira ntchito kumakumanabe ndi kupsinjika kwakukulu, malo opindulitsa kapena apitiliza kukanidwa.
Zotsutsana za kupezeka ndi zofuna ndizosamveka
Polystyeyrene (PS), Hair Polystyeyrene (EPS), Acryl -butadiene -Tartylene Total Poin (ABS) ndi atatu akuluakulu kumunsi kwa styrene, owerengera pafupifupi 70 okwana kumwa styrene%.Okhala mkati akukhulupirira kuti mphamvu zonse zopangira zitatu zazikuluzikulu zakutsikira pansi chaka chino ndizochepa.Paziyembekezo za kusintha mkati, ngati kumunsi kwa mtsinje kuli ndi chiyembekezo chokhudza kugwiritsidwa ntchito kwenikweni kwa zipangizo, kukula kwenikweni kwa ABS, PS, ndi EPS kumayembekezeredwa Anali 12%, 6%, ndi 3%, otsika kwambiri kuposa kuchuluka kwa kukula kwa 17% ya styrene.Izi zikutanthawuzanso kuti kutsutsana pakati pa kupereka ndi kufunidwa kwa styrene kumakhala kovuta kuthetsa bwino.
Mu 2023, kupezeka kwa styrene kumadzaza pang'onopang'ono.Ngakhale kuti kufunikira kukuyembekezeka kuwonjezeka, kukula kwake ndi kochepa kwambiri kuposa kukula kwa styrene, ndipo zogulitsa kunja zidzapitirizabe kukhala njira yofunikira yochepetsera kupanga ndi kugulitsa malonda kuti achepetse kupanga ndi kugulitsa.Pankhani ya zogulitsa kunja, ndi kuchotsedwa kwa ntchito yotsutsa kutaya kwa styrene, mitengo ya China ndi South Korea idzatsika kwambiri.Zikuyembekezeka kuti kuchuluka kwa kulowetsa kwa styrene mu theka lachiwiri la chaka kudzakwera pang'ono.Komabe, kuwonjezeka kwa styrene kuitanitsa sikudzakhala kwakukulu kwambiri chifukwa cha kuwonjezeka kwa mpikisano wa RMB.
Nthawi yotumiza: Feb-16-2023