Tuam Tshoj yog cov neeg siv khoom loj tshaj plaws thiab tsim cov khoom siv tshuaj lom neeg.Hauv kev lag luam no, kuv lub teb chaws tau ua tsis tu ncua los ntawm kev txwv kev siv tshuab thiab ua tiav ntau yam txiaj ntsig.Tsuas yog tam sim no, kev lag luam tshuaj lom neeg ib zaug tau txais xov xwm zoo.
Raws li tsab ntawv tshaj tawm tshiab los ntawm kev tshaj xov xwm hnub Monday (Lub Xya Hli 5), kev txheeb cais qhia tias Tuam Tshoj cov hnab looj tes PVC muaj peev xwm tsim tau 90% ntawm lub ntiaj teb tag nrho, thiab 90% ntawm kuv lub teb chaws cov hnab looj tes PVC yog rau kev xa tawm.Xyoo 2020, kuv lub teb chaws PVC ntau lawm yuav ncav cuag 20.74 lab tons, nyob rau hauv qeb thib ib hauv ntiaj teb.
Tsis tas li ntawd, muaj ntau "thawj" hauv peb lub tebchaws.Xyoo 2020, kuv lub teb chaws tsim tau 894,000 tons ntawm spandex, qeb thib ib hauv ntiaj teb.Cov khoom tsim tawm ntawm ntau ntau cov tshuaj xws li cov tub yees thib peb, cov khoom siv hluavtaws, iav fibers, methanol, dej qab zib tshauv, thiab cov log tsheb kuj yog thawj zaug hauv ntiaj teb.
Qhov nce ntawm cov zis ntawm cov khoom siv tshuaj no tau coj cov txiaj ntsig zoo rau kuv lub teb chaws kev lag luam tshuaj.Cov ntaub ntawv pov thawj qhia tau hais tias thawj tsib lub hlis ntawm lub xyoo no, kev lag luam tshuaj lom neeg cov nyiaj tau los yog siab txog 5.50 trillion yuan, cov nyiaj tau los nce li ntawm 32.8%, thiab cov nyiaj tau los yog 507.69 billion yuan, nce 5.6 zaug.Tsis tas li ntawd, txij li Lub Xya Hli 1, ze li 80% ntawm A-share chemical tuam txhab cia siab tias lawv cov kev ua tau zoo yav tom ntej yuav loj tuaj.
Qhov kev ua tiav ntawm cov txiaj ntsig zoo li no tau txais txiaj ntsig los ntawm kev txhim kho txuas ntxiv ntawm kuv lub teb chaws kev lag luam chemical technology.kuv lub teb chaws tau tawg los ntawm cov khoom siv technology thaiv ntawm 48K loj cab carbon fiber, huab tais ntawm cov ntaub ntawv tshiab.Qhov ntom ntawm cov khoom no hu ua "dub kub" yog qis dua ib feem plaub ntawm cov hlau, thiab nws txoj kab uas hla tsuas yog ib feem tsib ntawm cov plaub hau.Ib qho, tab sis nws lub zog tuaj yeem ncav cuag 7 npaug rau 9 npaug ntawm cov hlau.Nws tuaj yeem siv dav hauv kev tsim cov pas nuv ntses, ntaus pob tesniv, lub plhaub dav hlau thiab cua tshuab kiv cua.
Koj yuav tsum paub tias kuv lub teb chaws siv los tso siab rau kev xa khoom rau cov tshuab no.Tom qab xyoo ntawm kev tshawb fawb, nws yog thaum kawg tuaj yeem tshem tawm ntawm kev thaiv kev siv tshuab.Nws yog tsim nyog hais tias cov tuam txhab Suav tseem tab tom nrhiav kev ua tiav hauv daim teb no.Shanghai Petrochemical qhov project nrog tag nrho cov peev ntawm 3.5 billion yuan- "12,000 tons / xyoo 48K loj cab carbon fiber" pib tsim thaum Lub Ib Hlis 4, 2021.
Insiders tau hais tias tam sim no kev ua haujlwm ntawm kev lag luam tshuaj hauv tsev tau dhau qhov kev cia siab.Raws li qhov kev txhim kho no, kev txhim kho ntawm kuv lub teb chaws cov tshuaj lom neeg kev lag luam yuav muaj peev xwm mus txog qib siab dua, paub ntau yam kev lag luam thev naus laus zis, thiab tau txais kev sib koom ntau dua hauv kev lag luam tshuaj lom neeg thoob ntiaj teb.
Qhov kev tsis sib haum xeeb ntawm kev xa khoom thiab kev thov tsis yog qhov tseem ceeb, PVC yav tom ntej tus nqi hloov pauv ntsib teeb meem
PVC yav tom ntej hloov pauv ntawm qib siab, tab sis qhov kev khiav hauj lwm tau txav mus los.Kev nce hauv yav tom ntej tau txhawb kev ntseeg siab ntawm cov neeg koom nrog kev lag luam.Tus nqi tseem ceeb ntawm cov khoom lag luam PVC hauv tsev tau nce siab, thiab cov khoom siv qis hauv khw tseem nrhiav tau nyuaj.Txawm hais tias yav tom ntej tau rub thiab PVC lub hauv paus tau zoo, lub khw muag khoom tseem nyob ntawm tus nqi.Nyob rau sab qaum teb sab hnub poob tseem ceeb ntawm cov khoom lag luam, cov khoom lag luam siab ntawm cov lag luam tsis zoo, qee qhov tseem muaj kev txiav txim ua ntej muag, thiab cov lus tshaj tawm ntawm lub tuam txhab tau raug tsa nyob rau hauv qhov nqaim, thiab lawv tuaj yeem hloov kho raws li lawv tus kheej.Feem ntau ntawm cov chaw tsim khoom tau ua haujlwm zoo, thiab qib pib ntawm PVC kev lag luam tau tswj hwm nyob ib puag ncig 84%.Muaj ob peb txoj kev npaj kho dua tshiab rau cov lag luam nyob rau lub sijhawm tom qab, thiab cov khoom siv nruj ntawm PVC yuav tau yooj yim.Tus ex-Factory tus nqi ntawm ib tus neeg calcium carbide tau nce, thiab cov nqi yuav khoom feem ntau ruaj khov.Vim muaj kev cuam tshuam loj dua ntawm kev faib hluav taws xob hauv Inner Mongolia, tshwj xeeb tshaj yog thaj tsam Wumeng, cov khoom siv calcium carbide nyuaj rau rov qab los rau lub sijhawm luv.Txawm li cas los xij, xav txog qhov kev lees txais qis qis, tus nqi hloov pauv ntawm calcium carbide yog qhov tsim nyog, thiab tus nqi ntawm PVC yog siab.Kev ua lag luam taw tes tus nqi zoo dua ploj mus, thiab cov neeg lag luam 'kev muab tau ruaj khov, qee qhov tau tsa los ntawm kwv yees li 30 yuan / tuj.Kev ua lag luam qis qis tsis zoo siab heev txog kev sib tw upswings, nrog tsis muaj kev nug, thiab ntxiv cov khoom ntawm tus nqi sib tw.Qhov tseeb trading ntim tau zoo dua piv nrog rau lub sijhawm dhau los.Qhov tseeb txheeb cais qhia tau hais tias PVC export ntim nyob rau hauv lub Tsib Hlis tau nqaim mus rau 216,200 tons, tab sis lub export arbitrage qhov rais nyob rau hauv lub rau hli ntuj tau raug kaw rau feem ntau ntawm lub sij hawm, thiab PVC export ntim yuav tsum poob rau ib tug siab.Tus naj npawb ntawm cov tuaj txog hauv kev ua lag luam yog me me, thiab tag nrho cov khoom lag luam ntawm PVC hauv East Tuam Tshoj thiab South Tuam Tshoj tau poob rau 145,000 tons.Nws yog qhov nyuaj rau khaws cia sai sai hauv lub sijhawm luv luv, thiab cov khoom muag qis muab kev txhawb zog.Nrog rau kev nce ntxiv thiab kev xav tau tsis muaj zog, PVC cov hauv paus yuav tsum tsis muaj zog.Tam sim no, kev ua lag luam tsis sib haum xeeb tseem tsis yog qhov tseem ceeb.Nyob rau hauv cov xwm txheej ntawm qhov chaw siab nqi, qhov kev cog lus tseem ceeb hloov kho me ntsis qeeb, uas qhia txog kev hloov pauv siab.Cov saum toj no ib ntus tsom rau qhov kev tawm tsam ze 8800, thiab nws raug nquahu kom tswj hwm qhov kev xav tsis zoo hauv kev ua haujlwm.
1. Cov nqi yav tom ntej hloov pauv
PVC yav tom ntej ntaus 9435 nyob rau nruab nrab lub Tsib Hlis, teeb tsa lub siab tshiab rau lub xyoo thiab tseem tsoo lub siab tshiab hauv kaum xyoo dhau los.Raws li cov nqi nce ntxiv, nce siab ntawm PVC tau nce, lub zog rau kev nce ntxiv yog qhov tsis muaj zog, thiab cov disk raug kho kom raug.Qhov nruab nrab ntawm lub ntiajteb txawj nqus ntawm PVC tsis muaj zog loosened, poob qis dua 9000 lub cim, thiab qhov pib hloov pauv hauv thaj tsam ntawm 8500-9000, rov sim dua 8500 cim kev txhawb nqa.Thaum lub Rau Hli lig, daim ntawv cog lus tseem ceeb tau poob rau rau hnub ua lag luam sib law liag thiab ua tiav kev poob qis, mus txog qhov tsawg kawg nkaus ntawm 8295. Lub khw muag khoom muaj tus nqi sib sib zog nqus.Nyob rau hauv cov ntaub ntawv ntawm lub hauv paus siab, tom qab ib tug luv luv lub sij hawm ntawm consolidation nyob rau hauv lub 8300-8500 ntau, PVC ib zaug dua rub, tsoo lub 20-hnub tsiv nruab nrab, thiab zoo rov qab mus rau ze li ntawm 8700 cim.
2. qhov chaw muaj zog heev
Kev poob rau yav tom ntej cuam tshuam rau kev xav ntawm cov neeg koom nrog kev ua lag luam.Kev lag luam hauv tsev PVC tus nqi tau ua raws li xoob, tab sis tseem tsis muaj ntau qhov chaw muag khoom qis.Tsis muaj ntau qhov chaw xa khoom hauv khw, uas txhawb nqa kev ua haujlwm siab ntawm PVC qhov chaw nqi.Lub siab ntawm cov khoom siv sab saud tsis muaj zog rau lub sijhawm tam sim no, cov lus hais ntawm cov tuam txhab nyob rau sab qaum teb sab hnub poob tseem ceeb ntawm thaj chaw tsim khoom tseem tsis tau hloov pauv ntau, thiab cov kev xav tau ntawm cov khoom lag luam hauv qab tsuas yog tsis muaj zog, tab sis cov khoom lag luam hauv zej zog yog nyob rau theem qis, thiab qhov tsis sib xws ntawm cov khoom siv thiab kev xav tau tsis loj.Nqe lus hais txog hom 5 calcium carbide cov ntaub ntawv: East Tuam Tshoj mainstream nyiaj ntsuab hloov pauv yog tus kheej rho tawm 9000-9100 yuan / ton, South Tuam Tshoj mainstream pauv nyiaj ntsuab yog tus kheej rho tawm 9070-9150 yuan / ton, Hebei nyiaj ntsuab hloov mus rau 8910-8980 yuan / ton , Shandong nyiaj ntsuab hloov mus rau 8900-8980 yuan / Tuj.
Post lub sij hawm: Lub Xya hli ntuj-10-2021