Muva nje, iqhubeke nokukhuphuka cishe unyaka wonke intengo yomkhiqizo "ye-lithium umndeni" yehla.Isilinganiso senani lentengo yebhethri ye-lithium carbonate yehle ngo-RMB 2000/ton, yehla ngaphansi kuka-RMB500,000/ton mark.Uma kuqhathaniswa nenani eliphakeme kakhulu lalo nyaka lika-RMB 504,000/ton, lehle ngo-RMB 6000/ton, laphinde laqeda isimo esimangalisayo sokunyuka okuphindwe ka-10 ngonyaka odlule.Kwenza abantu babubule ukuthi umkhuba usuhambile futhi "inflection point" isifikile.
I-Wanhua, i-Lihuayi, i-Hualu Hengsheng nokunye ukwehla okujulile!Izinhlobo ezingaphezu kuka-50 zemikhiqizo yamakhemikhali zawa!
Abangaphakathi embonini bathi ukuthengwa kwempahla ngaphansi komthelela walolu bhubhane kuthintekile, kanti ezinye izinkampani zezimoto kulindeleke ukuthi zimise ukukhiqizwa emakethe ukuze kwehliswe isidingo sikasawoti we-lithium.Inhloso yokuthenga indawo esezansi nomfula iphansi kakhulu, imakethe yemikhiqizo ye-lithium iyonke isesimweni sokwehla okungekuhle, okuholela ekuthengeni kwakamuva kwendawo yemakethe kuba buthakathaka.Kuyaphawuleka ukuthi bobabili abahlinzeki abathintwe ubhubhane kanye namakhasimende angezansi anezinjongo ezincishisiwe zokuthenga ngenxa yokumiswa kokukhiqiza babhekene nesimo esinzima emakethe yamakhemikhali njengamanje.Ngokufana ne-lithium carbonate, izinhlobo zamakhemikhali ezingaphezu kuka-50 kwikota yesibili ziqale ukukhombisa ukwehla kwamanani entengo.Ezinsukwini ezimbalwa nje, amanye amakhemikhali ehle ngaphezu kuka-RMB 6000/ton, ukwehla okucishe kube ngama-20%.
Ikhotheshini yamanje ye-anhydride yesilisa yi-RMB 9950 /ton, phansi ngo-RMB 2483.33 /ton kusukela ekuqaleni kwenyanga, yehle ngo-19.97%;
Ikhotheshini yamanje ye-DMF ithi RMB 12450/ton, phansi ngo-RMB 2100/ton kusukela ekuqaleni kwenyanga, phansi ngo-14.43%;
I-quotation yamanje ye-glycine yi-RMB 23666.67 /ton, phansi kwe-RMB 3166.66 /ton kusukela ekuqaleni kwenyanga, phansi ngo-11.80%;
Ikhotheshini yamanje ye-acrylic acid yi-RMB 13666.67 /ton, phansi i-RMB 1633.33 /ton kusukela ekuqaleni kwenyanga, phansi ngo-10.68%;
I-quotation yamanje ye-Propylene glycol yi-RMB 12933.33 /ton, phansi kwe-RMB 1200 /ton kusukela ekuqaleni kwenyanga, phansi ngo-8.49%;
Ikhotheshini yamanje ye-xylene exutshwe yi-RMB 7260 /ton, phansi ngo-RMB 600 /ton kusukela ekuqaleni kwenyanga, phansi ngo-7.63%;
Ikhotheshini yamanje ye-acetone yi-RMB 5440 /ton, phansi ngo-RMB 420 /ton kusukela ekuqaleni kwenyanga, phansi ngo-7.17%;
Ikhotheshini yamanje ye-melamine yi-RMB 11233.33 /ton, phansi ngo-RMB 700 /ton kusukela ekuqaleni kwenyanga, phansi ngo-5.87%;
Ikhotheshini yamanje ye-Calcium carbide yi-RMB 4200 /ton, phansi ngo-RMB 233.33 /ton kusukela ekuqaleni kwenyanga, phansi ngo-5.26%;
Ikhotheshini yamanje ye-Polymerization MDI yi-RMB/18640 ton, phansi ngo-RMB 67667 /ton kusukela ekuqaleni kwenyanga, phansi ngo-3.50%;
Ikhotheshini yamanje ye-1, 4-butanediol ingu-RMB 26480 /ton, phansi ngo-RMB 760 /ton kusukela ekuqaleni kwenyanga, phansi ngo-2.79%;
Ikhotheshini yamanje ye-epoxy resin yi-RMB 25425 /ton, phansi i-RMB 450 /ton kusukela ekuqaleni kwenyanga, phansi kwe-1.74%;
Ikhotheshini yamanje ye-phosphorus ephuzi yi-RMB 36166.67 /ton, phansi ngo-RMB 583.33 /ton kusukela ekuqaleni kwenyanga, phansi ngo-1.59%;
Ikhotheshini yamanje ye-Lithium carbonate ingu-RMB 475400/ton, phansi ngo-RMB 6000/ton kusukela ekuqaleni kwenyanga, yehla ngo-1.25%.
Ngemuva kwemakethe yamakhemikhali eyehlayo, kunezaziso eziningi zokwehliswa ezikhishwe izinkampani eziningi zamakhemikhali.Kuyaqondakala ukuthi muva nje i-Wanhua Chemical, iSinopec, i-Lihuayi, i-Hualu Hengsheng nezinye izinkampani zamakhemikhali eziningi zimemezele ukwehliswa komkhiqizo, futhi intengo ngethani ngokuvamile yehliswe cishe nge-RMB eyi-100.
Ikhotheshini ye-Lihuayi isooctanol yehle ngo-RMB 200/ton yaya ku-RMB 12,500/ton.
Ikhotheshini ye-Hualu Hengsheng isooctanol yehle ngo-RMB200 / ton yaya ku-RMB12700 / ton
Ingcaphuno ye-Yangzhou Shiyou phenol yehle ngo-RMB 150/ton yaya ku-RMB 10,350/ton.
Ingcaphuno ye-Gaoqiao Petrochemical phenol yehle ngo-RMB 150/ton yaya ku-RMB 10350/ton.
Ingcaphuno ye-Jiangsu Xinhai Petrochemical propylene yehle ngo-RMB 50/ton yaya ku-RMB8100/ton.
Ingcaphuno yakamuva ye-Shandong Haike Chemical propylene yehle ngo-RMB 100/ton kuya ku-RMB8350/ton.
Ikhotheshini ye-Yanshan petrochemical acetone yehle ngo-RMB 150/ton ukuze kusetshenziswe i-RMB 5400/ton.
Ikhotheshini ye-Tianjin Petrochemical acetone yehle nge-RMB 150/ton ukuze kusetshenziswe i-RMB 5500/ton.
Ingcaphuno ye-Sinopec pure benzene yehle ngo-RMB 150/ton yaya ku-RMB8450/ton.
Ingcaphuno ye-Wanhua Chemical Shandong butadiene yehle ngo-RMB 600/ton yaya ku-RMB10700/ton.
Ikhotheshini yaphansi endalini yaseNyakatho Huajin butadiene yehle ngo-RMB 510/ton kuya ku-RMB 9500/ton.
Ingcaphuno ka-Dalian Hengli Butadiene yehle ngo-RMB 300/ton yaya ku-RMB10410/ton.
I-Sinopec Central China Sales Company eya e-Wuhan Petrochemical butadiene intengo yehliswe ngo-RMB 300/ton, ukuqaliswa kwe-RMB 10700/ton.
Intengo ye-butadiene eSinopec South China Sales Company yehliswa ngo-RMB 300/ton: RMB 10700 /ton ye-Guangzhou Petrochemical, RMB 10650/ton ye-Maoming Petrochemical kanye ne-RMB 10600/ton ye-Zhongke Refining and Chemical.
Ingcaphuno ye-Taiwan Chi Mei ABS yehle ngo-RMB 500/ton yaya ku-RMB 17500/ton.
Ingcaphuno ye-Shandong Haijiang ABS yehle ngo-RMB 250/ton kuya ku-RMB14100/ton.
Ingcaphuno ye-Ningbo LG Yongxing ABS yehle ngo-RMB 250/ton kuya ku-RMB13100/ton.
Umkhiqizo wekhotheshini we-Jiaxing Diren PC wehle ngo-RMB 200/ton ukuya ku-RMB 20800/ton.
Izinto ezithuthukisiwe ze-Lotte Imikhiqizo ye-PC ikhotheshini yehle ngo-RMB 300/ton kuya ku-RMB 20200/ton.
I-Shanghai Huntsman April i-MDI ehlanzekile enemigqomo/intengo yohlu lwamanzi ngobuningi i-RMB 25800/ton, yehle ngo-RMB 1000/ton.
Intengo esohlwini ye-Pure MDI ye-Wanhua Chemical In China ingu-RMB 25800/ton (RMB 1000/thani ngaphansi kwentengo ka-March).
I-supply chain iphukile futhi ukuhlinzeka nokufunwa akunamandla, futhi amakhemikhali angase aqhubeke ehla.
Abantu abaningi bathi ukunyuka kwemakethe yamakhemikhali kuye kwaqhubeka cishe unyaka, futhi abaningi abangaphakathi embonini balindele ukuthi ukunyuka kuzoqhubeka engxenyeni yokuqala yonyaka, kodwa umhlangano uthulisiwe engxenyeni yesibili, kungani emhlabeni?Lokhu kuhlobene eduze nenani lemicimbi yakamuva "ye-Black Swan".
Ukusebenza okuqinile kwekota yokuqala ka-2022, imakethe yamakhemikhali yasekhaya, amandla emakethe akhuphuka njalo kawoyela ongahluziwe nezinye izinto, umsebenzi wokuhweba ezimakethe zamakhemikhali, nakuba uchungechunge lwezimboni lunciphisa ukulandelana kwangempela, imakethe kanye, kodwa ngokugqashuka Impi phakathi kweRussia ne-Ukraine, ikhathazekile ngokudakwa kwezinkinga zamandla, umfutho oqinile emakethe yamakhemikhali yasekhaya ibe umjikelezo omkhulu ukuze ukhuphuke kakhulu, "ukwehla kwamandla emali" kwaChemical kuyenyuka.Kodwa-ke, engxenyeni yesibili, i-boom ebonakala iqhuma ngokushesha.
Ngokusabalala kwe-COVID-19 ezindaweni eziningi, i-Shanghai isebenzise ukuphathwa okuhlukene kokuvimbela nokulawula emazingeni ahlukene ngokwezifunda, okuhlanganisa izindawo zokuqukethwe, izindawo zokulawula nezindawo zokuvimbela.Kunezindawo zokuqukethwe eziyi-11,135, ezibandakanya abantu abayizigidi eziyi-15.01.Izifundazwe zaseJilin nezaseHebei nazo zivale izindawo ezihlobene nazo muva nje ukulwa nalolu bhubhane futhi ziqukethe ukusabalala kwalo.
Izifunda ezingaphezu kweshumi nambili eChina zivaliwe ngenxa yesivinini esikhulu, ukuvalwa kwempahla, ukuthengwa kwempahla eluhlaza kanye nokuthengiswa kwezimpahla kuthintekile, futhi ukuhlukaniswa kwamakhemikhali okuningana kuphinde kwavela inkinga yokuphuka kwe-supply chain.Ukubekwa uphawu nokulawula endaweni okuthunyelwa kuyo, ukuvalwa nokulawula endaweni yokwamukela, ukuvalwa kwempahla, ukuhlukaniswa nomshayeli... Izinkinga ezihlukahlukene zazilokhu zikhula, iningi laseShayina alikwazanga ukuletha izimpahla, yonke imboni yamakhemikhali yangena esimweni sesiphithiphithi, uhlangothi lokuhlinzeka kanye nohlangothi lwesidingo lubhekane nokushaywa kabili, ukucindezela kwemakethe yamakhemikhali phambili.
Ngenxa yokugqashuka kwe-supply chain, ukuthengiswa kwemikhiqizo ethile yamakhemikhali kuvinjiwe, futhi inkampani igcizelela isu lokuthola ama-oda ngamanani aphansi.Ngisho noma kuwukulahlekelwa, kufanele igcine amakhasimende futhi igcine isabelo semakethe, ngakho kunesimo lapho amanani ehla ngokuphindaphindiwe.Ithintwa umqondo wokuthenga nokungathengi phansi, inhloso yokuthenga ezansi nomfula iphansi.Kulindeleke ukuthi imakethe yamakhemikhali yasekhaya yesikhashana ibe buthakathaka futhi ihlanganiswe, futhi kungenzeka ukuthi ukuthambekela kwemakethe kuzoqhubeka nokwehla angeke kukhishwe.
Ngaphezu kwalokho, izimboni ezikhona manje nazo ziyashintsha usuku nosuku.I-United States kanye nabalingani bayo bakhiphe isimo semakethe esibi ngezinga elikhulu.Amanani kawoyela ongahluziwe emhlabeni wonke ehlile esuka emazingeni aphezulu.Isimo sokuvimbela nokulawula ubhubhane sibi kakhulu.Ngaphansi komthelela weholide losuku lokushanela kwethuna kanye nomthelela omubi ophindwe kabili wezindleko nesidingo, amandla okuhweba emakethe yasekhaya yamakhemikhali ehlile.
Njengamanje, isimo esiwumqedazwe ezindaweni eziningi e-China sibi, izinto zokuhamba nezokuthutha azisheleli, amabhizinisi amakhemikhali anciphisa okwesikhashana ukukhiqiza futhi amise ukukhiqizwa, futhi isimo sokuvalwa nokugcinwa sikhula.Izinga lokusebenza liphansi ngisho nangaphezu kuka-50%, okungabizwa ngokuthi "ukulahla".Kancane kancane ishintshe ibe ukusebenza okubuthakathaka.Ngaphansi komphumela ohlangene wezici ezihlukahlukene ezifana nesidingo esibuthakathaka sasekhaya, ukuncipha kwesidingo sangaphandle, umqedazwe oshubile, kanye nokushuba kwesimo sangaphandle, imakethe yamakhemikhali ingase ibe nokwehla esikhathini esifushane.
Isikhathi sokuthumela: Oct-19-2022