Tun daga Maris, kasuwar PVC ta faɗi ƙasa, ɗanyen farashin ya yi aiki, kuma babban riba na masana'antun sarrafa abubuwa daban-daban yana da takamaiman bambanci.Kamfanonin dutse na lantarki sun kiyaye hasara mai yawa, kuma babban riba na kamfanonin ethylene ya ragu.Bugu da kari, saboda raguwar alkalinity da hauhawar ruwa chlorine, Shandong Catalog PVC/Alkaline hadedde Enterprise ya kara asara.
Tun daga Maris, kasuwar PVC ta fadi.Bukatar kasuwa a hankali ya inganta tunanin kasuwa a farkon kwanakin.Canjin farashin ya tashi kadan.A tsakiyar tsakiyar shekara, an shafe shi ta hanyar dumama haɗarin haɗari na ketare.
Dangane da albarkatun kasa, saboda sana'a daban-daban, farashin albarkatun kasa ya cika, kuma canjin farashin ya bambanta.Daga hangen babban riba, asarar asarar da aka yi a cikin kamfanoni ba ta canza ba, kuma babban riba na kamfanonin ethylene ya ragu.Bugu da ƙari, tare da raguwar alkali da chlorine na ruwa, asarar PVC/alkali-gasashen kasuwancin a Shandong ya ƙara asara.Musamman halin da ake ciki shine kamar haka:
Asarar asarar kamfanonin PVC
A watan Maris, asarar asarar kamfanonin PVC a cikin hanyar dutse ba ta canza ba.Ɗaukar kamfanonin PVC da duwatsun lantarki suka saya daga waje a Shandong a matsayin misali, asarar masana'antar a farkon wata ya kai yuan 857 / ton.Tun daga ranar 16 ga Maris, asarar masana'antar ta kusan yuan 819/ton.
A gefe guda, manyan abubuwan da suka shafi ribar da aka samu na PVC na hanyar Corporal shine yadda farashin duwatsun lantarki ya ragu a hankali, kuma farashin PVC ya ci gaba da raguwa.A gefe guda kuma farashin duwatsun lantarki ya faɗi.A gefe guda, farashin Orchid carbon ya faɗi, farashin duwatsun lantarki ya ragu, kuma an ɗan dawo da aikin farawa.A gefe guda kuma, masana'antar PVC ta ƙasa tana asarar hasara da rikice-rikice da duwatsun lantarki.
Wani abin da ya shafi babban riba na PVC na hanyar dutse shine cewa farashin PVC yana motsawa da fadowa.Dalilin raguwar farashin shi ne cewa har yanzu abubuwan da ake buƙata na samarwa da buƙatu suna cikin matsin lamba, bangaren samar da kayayyaki yana da yawa, kuma an sake fitar da sabon ƙarfin samarwa ɗaya bayan ɗaya.Umarni na ƙasa gabaɗaya ne, kuma kayan aikin PVC ya kasance babba.A daya hannun kuma, wasu bankunan kasashen Turai da Amurka na fuskantar matsalar kudi, lamarin da ya sa masu zuba jari ke kauracewa hadarin, kuma farashin kayayyakin da danyen mai ke wakilta ya fadi.
Kamfanin PVC da aka shigo da VCM ya ci gaba da yin asara kadan
A cikin Maris, kamfanonin da ke shigo da VCMs sun ci gaba da yin asara kaɗan.A farkon watan, asarar ta kai yuan 220 a farkon watan, kuma asarar ta kai kusan yuan 260 a tsakiyar wata.
A gefe guda kuma, manyan abubuwan da ke shafar ribar da kamfanonin PVC da ake shigowa da su daga waje a waje guda, da shigo da VCM-farashin ya kasance mai girma, kuma matsin farashin ya yi yawa.A gefe guda, farashin PVC ya canza.
Babban riba na sana'ar PVC da aka saya a waje ya ragu
Babban ribar da kamfanonin PVC suka saya da ethylene da aka sayo daga waje ya ragu sannu a hankali.A watan Maris, kasuwancin PVC da aka saya ta hanyar sayayya daga waje ya kai yuan 70/ton a farkon watan.A gefe guda kuma, babban abin da ke haifar da raguwar ribar da kamfanonin ethylene PVC ke samu ya yi yawa a gefe guda, kuma a daya bangaren, farashin PVC ya fadi.
Ƙara asarar alkali/hanyar dutse na lantarki PVC ya ƙãra asara
Asarar PVC a hanyar Shandong ta alkali/lantarki ta hanyar dutse ya karu a hankali.A gefe guda, asarar PVC na hanyar dutse ya fi girma.A daya hannun, farashin ruwa chlorine ya sake dawowa, amma ci gaba da raguwar farashin alkali da alkali yana shafar ribar da aka haɗa.A farkon watan, hadedde asarar alkali-alkali/lantarki PVC a yankin Shandong ya kusan 13 yuan/ton.A tsakiyar yankin Shandong, an rage hadedde asarar alkaline/batterius hanyar PVC zuwa kusan yuan 300/ton.
A nan gaba, ribar kamfanonin PVC za ta ci gaba da bambanta
A cikin lokaci na baya, farashin dutsen lantarki ya ci gaba da raguwa a cikin ƙananan sarari, farashin PVC na hanyar dutse na lantarki ya kasance mai girma, kuma tushen tushen PVC da buƙatun ya inganta tsammanin.Ana sa ran farashin kamfanonin VCM zai ragu.Gabaɗaya, ribar PVC a cikin lokaci na gaba yana da wahala a inganta sosai, kuma har yanzu akwai babban rashin tabbas a cikin kamfanoni daban-daban.
Gidajen Amurka da aka fara a watan Janairu ya kai raka'a miliyan 1.309, ya ragu da kashi 4.5% daga raka'a miliyan 1.371 a watan Disamba da kashi 21.4% kasa da raka'a miliyan 1.666 a cikin Janairu 2022, bisa ga bayanan Ofishin Kididdiga na Amurka.Rukunin gidaje masu zaman kansu waɗanda aka ba da izini ta izinin gini a cikin Janairu sun kai miliyan 1.339, kaɗan sama da miliyan 1.337 a cikin Disamba, amma 27.3% ƙasa da miliyan 1.841 a cikin Janairu 2022.
Ƙungiyar Masu Bayar da Lamuni ta Amurka ita ma ta ba da rahoto a cikin Fabrairu cewa yayin da aikace-aikacen jinginar gidaje a watan Janairu ya ragu da kashi 3.5% a shekara, sun tashi da kashi 42% daga Disamba.
Westlake CFO Steve Bender ya ce karuwar da aka samu daga watan Disamba ya nuna masu sayayya sun kara kwarin gwiwa cewa karuwar farashin yana raguwa.
Haɓakar buƙatun PVC yana matsa lamba ga farashin soda
Shugabannin sun kuma ce karuwar bukatar PVC zai haifar da hauhawar farashin kayayyaki, wanda ke matsa lamba kan farashin caustic soda yayin da aka karu.
Caustic soda, maɓalli na abinci don alumina da ɓangaren litattafan almara da masana'antar takarda, wani samfur ne na samar da chlorine, wanda shine hanyar haɗin farko a cikin sarkar samar da PVC.Haɓaka fitowar PVC don biyan buƙatu mai girma zai haifar da haɓakar ƙimar chlor-alkali.
Chao ya ce matsakaicin farashin soda a cikin 2023 ya kasance daidai da matakan 2022, kodayake sake komawa cikin buƙatun gida a China na iya ba da farashin soda mai haɓaka.China ta sassauta takunkumin da ta shafi coronavirus a karshen shekarar 2022, kuma karuwar bukatar gida na soda caustic, PVC da sauran kayayyakin a cikin 2023 zai rage fitar da kasar Sin zuwa ketare, in ji shugabannin Westlake.
"Caustic da gaske yana bin GDP," in ji Chao."Idan kasar Sin ta dawo, kuma Indiya har yanzu tana daya daga cikin manyan kasuwanni masu tasowa, muna sa ran soda zai inganta."
Don ƙarin bayani, da fatan za a duba hanyar haɗin yanar gizon.
Lokacin aikawa: Afrilu-01-2023