Muva nje, intengo yomkhiqizo ethi "umndeni we-lithium" iqhubekile nokwenyuka cishe unyaka wonke. Intengo emaphakathi ye-lithium carbonate yezinga lebhethri yehle ngo-RMB 2000 /ton, yehla ngaphansi kuka-RMB500,000 /ton. Uma kuqhathaniswa nentengo ephezulu kakhulu yalo nyaka engu-RMB 504,000 /ton, yehle ngo-RMB 6000 /ton, futhi yaqeda nesimo esimangalisayo sokukhuphuka okuphindwe kayishumi ngonyaka odlule. Kwenza abantu babubule ngokuthi lo mkhuba usuhambile nokuthi "iphuzu lokushintshashintsha" selifikile.
I-Wanhua, i-Lihuayi, i-Hualu Hengsheng kanye nezinye izinhlobo zokwehla okukhulu! Izinhlobo ezingaphezu kuka-50 zemikhiqizo yamakhemikhali zawa!
Abangaphakathi embonini bathi uchungechunge lokuhlinzekwa ngaphansi komthelela wobhubhane luthintekile, futhi ezinye izinkampani zezimoto kulindeleke ukuthi zimise ukukhiqizwa emakethe ukuze kuncishiswe isidingo sikasawoti we-lithium. Inhloso yokuthenga endaweni engezansi iphansi kakhulu, imakethe yemikhiqizo ye-lithium iyonke isesimweni sokwehla okungekuhle, okuholele ekutheni ukuthengiselana kwendawo emakethe muva nje kube buthakathaka. Kubalulekile ukuqaphela ukuthi bobabili abahlinzeki abathintekile yilolu bhubhane kanye namakhasimende aphansi anezinhloso zokuthenga ezincishisiwe ngenxa yokumiswa kokukhiqizwa babhekene nesimo esinzima emakethe yamakhemikhali njengamanje. Njenge-lithium carbonate, izinhlobo ezingaphezu kuka-50 zamakhemikhali kwikota yesibili zaqala ukukhombisa ukwehla kwamanani. Ezinsukwini ezimbalwa nje, amanye amakhemikhali ehle ngaphezu kwe-RMB 6000 /ton, ukwehla cishe ngo-20%.
Isilinganiso samanje se-anhydride yama-maleic singu-RMB 9950 /ton, sehle ngo-RMB 2483.33 /ton kusukela ekuqaleni kwenyanga, sehle ngo-19.97%;
Isilinganiso samanje se-DMF singu-RMB 12450 /ton, sehle ngo-RMB 2100 /ton kusukela ekuqaleni kwenyanga, sehle ngo-14.43%;
Isilinganiso samanje se-glycine yi-RMB 23666.67/ton, sehle ngo-RMB 3166.66/ton kusukela ekuqaleni kwenyanga, sehle ngo-11.80%;
Isilinganiso samanje se-acrylic acid yi-RMB 13666.67/ton, sehle ngo-RMB 1633.33/ton kusukela ekuqaleni kwenyanga, sehle ngo-10.68%;
Isilinganiso samanje se-Propylene glycol singu-RMB 12933.33/ton, sehle ngo-RMB 1200/ton kusukela ekuqaleni kwenyanga, sehle ngo-8.49%;
Isilinganiso samanje se-xylene exubile siyi-RMB 7260 /ton, sehle ngo-RMB 600 /ton kusukela ekuqaleni kwenyanga, sehle ngo-7.63%;
Isilinganiso samanje se-acetone yi-RMB 5440 /ton, sehle ngo-RMB 420 /ton kusukela ekuqaleni kwenyanga, sehle ngo-7.17%;
Isilinganiso samanje se-melamine singu-RMB 11233.33 /ton, sehle ngo-RMB 700 /ton kusukela ekuqaleni kwenyanga, sehle ngo-5.87%;
Isilinganiso samanje se-Calcium carbide singu-RMB 4200 /ton, sehle ngo-RMB 233.33 /ton kusukela ekuqaleni kwenyanga, sehle ngo-5.26%;
Isilinganiso samanje se-Polymerization MDI yi-RMB/18640 ton, sehle ngo-RMB 67667/ton kusukela ekuqaleni kwenyanga, sehle ngo-3.50%;
Isilinganiso samanje se-1, 4-butanediol singu-RMB 26480/ton, sehle ngo-RMB 760/ton kusukela ekuqaleni kwenyanga, sehle ngo-2.79%;
Isilinganiso samanje se-epoxy resin yi-RMB 25425 /ton, sehle ngo-RMB 450 /ton kusukela ekuqaleni kwenyanga, sehle ngo-1.74%;
Isilinganiso samanje se-phosphorus ephuzi singu-RMB 36166.67/ton, sehle ngo-RMB 583.33/ton kusukela ekuqaleni kwenyanga, sehle ngo-1.59%;
Isilinganiso samanje se-Lithium carbonate singu-RMB 475400 /ton, sehle ngo-RMB 6000 /ton kusukela ekuqaleni kwenyanga, sehle ngo-1.25%.
Ngemuva kokwehla kwemakethe yamakhemikhali, kunezaziso eziningi zokwehlisa izinga ezikhishwe yizinkampani eziningi zamakhemikhali. Kuyaqondakala ukuthi muva nje i-Wanhua Chemical, i-Sinopec, i-Lihuayi, i-Hualu Hengsheng kanye nezinye izinkampani eziningi zamakhemikhali zimemezele ukwehliswa kwemikhiqizo, futhi intengo ngethani ngokuvamile yehliswe cishe nge-RMB 100.
Isilinganiso se-isooctanol ye-Lihuayi sehle ngo-RMB 200/ton saya ku-RMB 12,500/ton.
Isilinganiso se-isooctanol sikaHualu Hengsheng sehle ngo-RMB200 / ithani saya ku-RMB12700 / ithani
Isilinganiso se-Yangzhou Shiyou phenol sehle ngo-RMB 150/ton saya ku-RMB 10,350/ton.
Isilinganiso se-Gaoqiao Petrochemical phenol sehle ngo-RMB 150/ton saya ku-RMB 10350/ton.
Isilinganiso se-propylene ye-Jiangsu Xinhai Petrochemical sehle ngo-RMB 50/ton saya ku-RMB8100/ton.
Isilinganiso sakamuva se-Shandong Haike Chemical propylene sehle ngo-RMB 100/ton saya ku-RMB8350/ton.
Isilinganiso se-acetone ye-petrochemical ye-Yanshan sehle ngo-RMB 150/ton ukuze kusetshenziswe i-RMB 5400/ton.
Isilinganiso se-acetone ye-Tianjin Petrochemical sehle ngo-RMB 150/ton ukuze kusetshenziswe i-RMB 5500/ton.
Isilinganiso se-Sinopec pure benzene sehle ngo-RMB 150/ton saya ku-RMB8450/ton.
Isilinganiso se-Wanhua Chemical Shandong butadiene sehle ngo-RMB 600/ton saya ku-RMB10700/ton.
Isilinganiso sendawo yokudayiswa kwe-North Huajin butadiene sehle ngo-RMB 510/ton saya ku-RMB 9500/ton.
Isilinganiso se-Dalian Hengli Butadiene sehle ngo-RMB 300/ton saya ku-RMB10410/ton.
Intengo ye-Sinopec Central China Sales Company eya eWuhan Petrochemical butadiene yehliswe ngo-RMB 300/ton, kwasetshenziswa i-RMB 10700/ton.
Intengo ye-butadiene eSinopec South China Sales Company yehliswe ngo-RMB 300 /ton: RMB 10700 /ton yeGuangzhou Petrochemical, RMB 10650 /ton yeMaoming Petrochemical kanye ne-RMB 10600 /ton yeZhongke Refining and Chemical.
Isilinganiso se-Taiwan Chi Mei ABS sehle ngo-RMB 500/ton saya ku-RMB 17500/ton.
Isilinganiso se-Shandong Haijiang ABS sehle ngo-RMB 250/ton saya ku-RMB14100/ton.
Isilinganiso se-Ningbo LG Yongxing ABS sehle ngo-RMB 250/ton saya ku-RMB13100/ton.
Umkhiqizo we-PC we-Jiaxing Diren wehle ngo-RMB 200/ton wafinyelela ku-RMB 20800/ton.
Isilinganiso semikhiqizo ye-PC yezinto ezithuthukisiwe ze-Lotte sehle ngo-RMB 300/ton saya ku-RMB 20200/ton.
Intengo yohlu lwamanzi e-Shanghai Huntsman MDI ehlanzekile ka-Ephreli ebhareleni/eningi RMB 25800 /ton, yehle ngo-RMB 1000 /ton.
Intengo ebhalwe phansi ye-Pure MDI ye-Wanhua Chemical eShayina ingu-RMB 25800 /ton (i-RMB 1000 /ton iphansi kunentengo kaMashi).
Uchungechunge lokuhlinzeka luphukile futhi ukunikezwa kanye nesidingo kubuthakathaka, futhi amakhemikhali angase aqhubeke nokwehla.
Abantu abaningi bathi ukwanda kwemakethe yamakhemikhali kuqhubeke cishe unyaka wonke, futhi abantu abaningi abangaphakathi embonini balindele ukuthi ukwanda kuzoqhubeka engxenyeni yokuqala yonyaka, kodwa ukuhlangana kuthulisiwe kwikota yesibili, kungani emhlabeni? Lokhu kuhlobene eduze nemicimbi eminingi yakamuva ye-"black Swan".
Ukusebenza okuqinile okuphelele kwikota yokuqala ka-2022, imakethe yamakhemikhali yasekhaya, amandla emakethe kawoyela ongahluziwe nezinye izimpahla akhuphuka njalo, umsebenzi wokuhweba ngemakethe yamakhemikhali, yize uchungechunge lwezimboni lulandela ukulandelana okuphansi kwangempela, imakethe kanye, kodwa ngokuqubuka kwempi phakathi kweRussia ne-Ukraine, ukukhathazeka ngenkinga yamandla kuyanda, umfutho onamandla emakethe yamakhemikhali yasekhaya ibe yi-super cycle ukuze ikhuphuke kakhulu, "ukwehla kwamandla" kwamakhemikhali kuyanda. Nokho, kwikota yesibili, ukuchuma okubonakalayo kwakuqhuma ngokushesha.
Ngokusabalala kwe-COVID-19 ezindaweni eziningi, iShanghai isebenzise ukuphathwa kokuvimbela nokulawula okuhlukile emazingeni ahlukene ngezifunda, okuhlanganisa nezindawo zokuvimbela, izindawo zokulawula kanye nezindawo zokuvimbela. Kunezindawo zokuvimbela ezingu-11,135, ezibandakanya abantu abayizigidi ezingu-15.01. Izifundazwe zaseJilin naseHebei nazo zivale izindawo ezihlobene muva nje ukuze zilwe nalolu bhubhane futhi zivimbele ukusabalala kwalo.
Izifunda ezingaphezu kweshumi nambili eShayina zivaliwe ngenxa yesivinini esikhulu, ukuvalwa kwempahla, ukuthengwa kwezinto zokusetshenziswa kanye nokuthengiswa kwezimpahla kuthintekile, kanti ukuhlukaniswa kwamakhemikhali amaningana nakho kuvele inkinga yokuqhekeka kweketanga lokuhlinzeka. Ukuvalwa nokulawulwa endaweni yokuthunyelwa, ukuvalwa nokulawulwa endaweni yokwamukelwa, ukuvalwa kwempahla, ukuhlukaniswa kwabashayeli... Izinkinga ezahlukahlukene zaqhubeka zivela, iningi laseShayina alikwazanga ukuletha izimpahla, imboni yonke yamakhemikhali yangena esimweni sokungahleleki, uhlangothi lokuhlinzeka kanye nohlangothi lokufunwa lwathinteka kabili, ingcindezi yemakethe yamakhemikhali iya phambili.
Ngenxa yokuqhekeka kochungechunge lokuhlinzeka, ukuthengiswa kwemikhiqizo ethile yamakhemikhali kuyavinjelwa, futhi inkampani iphikelela isu lokuthola ama-oda ngamanani aphansi. Ngisho noma kuyilahleko, kumele igcine amakhasimende futhi igcine isabelo semakethe, ngakho-ke kukhona isimo lapho amanani ehla khona kaninginingi. Ithintwa yisimo sengqondo sokuthenga hhayi ukuthenga phansi, inhloso yokuthenga engezansi iphansi. Kulindeleke ukuthi imakethe yamakhemikhali yasekhaya yesikhashana izoba buthaka futhi ihlanganiswe, futhi kungenzeka ukuthi ukuthambekela kwemakethe kuzoqhubeka nokwehla akunakuphikwa.
Ngaphezu kwalokho, izimboni zamanje ezingaphandle nazo ziyashintsha usuku nosuku. I-United States kanye nabalingani bayo bakhiphe isimo semakethe esibi ngezinga elikhulu. Amanani kawoyela ongahluziwe emhlabeni wonke ehle emazingeni aphezulu. Isimo sokuvimbela nokulawula ubhubhane lwasekhaya sinzima kakhulu. Ngaphansi kwethonya leholide losuku lokungcwaba kanye nomthelela omubi kabili wezindleko nesidingo, amandla okuhweba emakethe yamakhemikhali yasekhaya ehlile.
Njengamanje, isimo sobhubhane ezindaweni eziningi eShayina sibi kakhulu, ezokuthutha nezokuthutha azihambi kahle, amabhizinisi amakhemikhali anciphisa ukukhiqiza okwesikhashana futhi ayeke ukukhiqiza, futhi isimo sokuvalwa nokugcinwa siyanda. Izinga lokusebenza liphansi ngisho nangaphezu kuka-50%, okungabizwa ngokuthi "ukushiywa". Kancane kancane liphenduka ukusebenza okubuthakathaka. Ngaphansi komphumela ohlangene wezici ezahlukahlukene ezifana nesidingo sasekhaya esibuthakathaka, ukuncipha kwesidingo sangaphandle, ubhubhane oludlangile, kanye nokungezwani kwangaphandle, imakethe yamakhemikhali ingase ibhekane nokwehla esikhathini esifushane.
Isikhathi sokuthunyelwe: Okthoba-19-2022