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I-Propylene Glycol: Ukupholisa Okumanzi kwe-AI Kudala Isidingo Somhlaba Wonke, Ukuguqulwa Kwesakhiwo Kudlula Imboni Yamakhemikhali

Imakethe yomhlaba wonke ye-propylene glycol ishintsha ngendlela ehlelekile. Ngenkathi isidingo sendabuko esivela kumakhemikhali asetshenziswa nsuku zonke, imithi kanye nezingubo zigcina ukukhula okuzinzile, izinhlelo zokusebenza ezivelayo ekupholiseni uketshezi lwesikhungo sedatha se-AI zivule amathuba amasha emakethe, zakha kabusha amaphethini esidingo sokunikezwa komhlaba kanye nokugeleza kokuhweba. Izibalo zemboni zibonisa ukuthi imakethe yomhlaba wonke ye-propylene glycol ifinyelele ku-USD 7.72 billion ngo-2026 futhi kulindeleke ukuthi ifinyelele ku-USD 19.51 billion ngo-2035, okumele izinga lokukhula lonyaka elihlanganisiwe elingu-10.84%, okwenza kube ngelinye lamaqembu akhula ngokushesha phakathi kwamakhemikhali ayisisekelo e-organic.

Izisekelo Zemakethe

Ihlukaniswe ngokwezigaba ezisekelwe kuphethiloli kanye ne-bio, i-propylene glycol inezakhiwo ezinobuthi obuphansi, i-solvency ephezulu, i-anti-frosting kanye ne-moisturizing. Sekuyisikhathi eside isetshenziswa kabanzi kuma-resin e-polyester angagcwele, izimonyo, izithasiselo zokudla, amalungiselelo emithi kanye noketshezi oluvimbela ukuqandisa. Ngaphezu kwama-58% okusetshenziswa emhlabeni wonke kuvela emikhakheni yemithi yokudla kanye nokunakekelwa komuntu siqu.

Ukuguquguquka Kwentengo (Q2 2026)

Eminyakeni yamuva nje, ukunakekelwa kwezitshalo okusabalele emhlabeni wonke kanye nokwenyuka kwezindleko ze-propylene oxide yezinto zokusetshenziswa kubangele ukwanda okungu-80% ngenyanga kwentengo yamazwe ngamazwe ye-propylene glycol yezinga lezimboni ku-Q2 2026. Imikhiqizo yezinga lemithi yokudla ehlanzekile kakhulu ihlale ku-RMB 18,000 20,000 ngethani. Abathengi baphesheya kwezilwandle ngokuvamile babhekene nokuntuleka kokunikezwa kanye nemijikelezo yokulethwa ende.

Inguquko Yokupholisa Uketshezi Oluqhutshwa yi-AI

Ukupholisa uketshezi olusebenzisa amandla ekhompyutha oluqhutshwa yi-AI kuletha izinguquko eziyisisekelo embonini. Amapulatifomu amakhulu kagesi ekhompyutha asebenzisa i-propylene glycol emsulwa kakhulu njengengxenye eyinhloko yokupholisa. Ukwakheka kwamanzi ahlanzekile angama-75% axutshwe ne-propylene glycol emsulwa engama-25% sekuyinto ejwayelekile embonini, futhi izinhlaka zokupholisa umoya ezivamile zithathelwa indawo kancane kancane yizixazululo zokupholisa uketshezi ezigcwele. I-Propylene glycol iguqukele ekubeni yisinyibilikisi esivamile samakhemikhali yaba yinto ebalulekile esetshenziswayo engqalasizinda yamandla ekhompyutha. Le makethe entsha yokukhula ibeka izidingo eziqinile ekuhlanzekeni komkhiqizo kanye nokulawulwa kokungcola; i-propylene glycol ejwayelekile yezinga lezimboni ayihlangabezani nezidingo, ngakho-ke umthamo wezinga lemithi yokudla ephezulu kakhulu ugcina amaphrimiyamu aqinile. Abakhiqizi base-Asia basheshisa ukwanda komthamo wezinga lokuhlanza okuphezulu. Amabhizinisi aseShayina avelele njengabathumeli be-propylene glycol abakhulu emhlabeni jikelele, lapho ukuthunyelwa kwamanye amazwe kwasekhaya kusondela kumathani angama-250,000 ngo-2024, okuhlanganisa iNingizimu-mpumalanga ye-Asia, iMpumalanga Ephakathi, iLatin America kanye neYurophu. I-propylene glycol esekelwe kwi-bio ithola ukuthandwa okwengeziwe kumakhasimende aseYurophu naseMelika ngenxa yezimfanelo zayo zekhabhoni ephansi.

Ukusungula Izinto Ezintsha Kwezobuchwepheshe

Ukusungula izinto ezintsha kwezobuchwepheshe nakho kugqugquzela ukwenziwa kabusha kwezimboni. Ama-chemical giants omhlaba wonke athuthukisa inqubo yokwenziwa kwe-HPPG eqondile, eqa isinyathelo esiphakathi se-propylene oxide ukuze anciphise ukusetshenziswa kwamanzi namandla futhi anikeze izinketho zokulungisa kabusha izikhungo ezikhona. Ukwakhiwa komthamo we-propylene glycol esekelwe ku-bio kuyaqhubeka nokusheshisa. Abahlaziyi bezimboni bathi ukuncintisana kwemakethe yesikhathi esizayo ngeke kusagxila emananini kuphela; amamaki omkhiqizo, izinqubo zokukhiqiza ezinekhabhoni ephansi, izitifiketi zokuthobela imithetho kanye ne-logistics eqinile yemingcele engaphandle kuzoba yizinto ezibalulekile zokuthenga kumakhasimende aphesheya kwezilwandle.

Ingozi Nokubuka Ngaphambilini

Ngasohlangothini lwengozi, ukuguquguquka kwentengo kawoyela ongahluziwe kanye ne-propylene oxide kudlula ngqo kumanani entengo ye-propylene glycol spot. Ukuguqulwa kwezitshalo zomhlaba wonke kanye nokuphazamiseka kwe-geopolitical logistics kungabangela ukushoda kokunikezwa ngezikhathi ezithile. Ngokuhamba kwesikhathi, kukhushulwe ukwakhiwa kwamandla e-AI okusebenza emhlabeni wonke kanye nesidingo esiqinile esivela ekudleni nasemithini, imakethe ye-propylene glycol izophuma emijikelezweni edlule yomthamo owedlule futhi ingene esigabeni esisha sokuthuthukiswa esiqhutshwa yikhwalithi, ngenkathi ibeka izidingo eziphakeme zokuzinza kochungechunge lokunikezwa komhlaba wonke.


Isikhathi sokuthunyelwe: Septhemba-23-2026