Cuaj hlis 8, 2021, tus nqi intraday ntawm lub ntsiab PVC yav tom ntej daim ntawv cog lus tshaj 10,000 yuan / ton, nrog rau qhov siab tshaj plaws nce ntawm 4%, thiab poob rov qab mus rau ib tug nce ntawm 2.08% nyob rau hauv lub kaw, thiab tus nqi kaw tau ntaus cov ntaub ntawv siab. txij li daim ntawv cog lus tau teev tseg.Tib lub sijhawm, PVC qhov chaw ua lag luam tus nqi kuj tau ntaus cov ntaub ntawv siab.Hauv qhov no, tus neeg sau xov xwm los ntawm Lub Koom Haum Nyiaj Txiag tau kawm los ntawm cov neeg sab hauv kev lag luam uas ua cov tuam txhab PVC tau tuav tag nrho cov peev txheej tsim khoom.Nyob rau hauv lub thib ob ib nrab ntawm lub xyoo, nrog tus nqi siab ntawm PVC, neeg profits tau txiav txim siab.Hauv kev ua lag luam thib ob, cov nqi sib koom ntawm ntau lub tuam txhab PVC tau nce ob npaug txij li thaum pib ntawm lub xyoo, thiab lawv cov kev ua tau zoo hauv thawj ib nrab ntawm lub xyoo kuj nce ntxiv.
PVC tus nqi tau ntaus ib qho siab heev
Longzhong Cov ntaub ntawv soj ntsuam cov ntaub ntawv qhia tau hais tias coj East Tuam Tshoj ua piv txwv, tus nqi nruab nrab ntawm SG-5 PVC hauv East Tuam Tshoj yog 8,585 yuan / ton txij thaum pib lub Ib Hlis mus txog rau Lub Rau Hli 30, 2021, nce 40.28% los ntawm tib lub sijhawm xyoo tas los.Txij li thaum thib ob ib nrab ntawm lub xyoo, cov nqi tau hloov pauv mus rau sab saud.Tus nqi nruab nrab ntawm lub Cuaj Hlis 8 yog 9915 yuan / ton, cov ntaub ntawv siab.Tus nqi nce 50.68% piv nrog rau tib lub sijhawm xyoo tas los.
Tau qhov twg los Longzhong Information Source Longzhong Information
Nws tau tshaj tawm tias muaj ob lub ntsiab lus tseem ceeb uas txhawb nqa qhov nce siab ntawm PVC nqi: Ua ntej, kev thov thoob ntiaj teb PVC tau tuav kev loj hlob tsis tu ncua, tab sis North American txias nthwv dej hauv thawj peb lub hlis twg ntawm lub xyoo no cuam tshuam rau US PVC ntau lawm, thiab kuv lub teb chaws cov khoom xa tawm PVC hauv thawj ib nrab ntawm lub xyoo tau nce ntau xyoo-rau-xyoo.Nyob rau hauv 2021 Nyob rau hauv thawj ib nrab ntawm lub xyoo, tag nrho cov domestic export ntawm PVC hmoov yog 1.102 lab tons, ib xyoo-rau-xyoo nce ntawm 347.97%.Thib ob, Inner Mongolia thiab Ningxia yog cov chaw tsim khoom tseem ceeb ntawm calcium carbide rau PVC raw cov ntaub ntawv.Ob lub xeev txoj cai tswj hwm kev siv hluav taws xob ob txoj cai tau ua rau poob qis ntawm kev ua haujlwm ntawm calcium carbide installation thiab tag nrho cov khoom tsis txaus ntawm calcium carbide., Tus nqi ntawm calcium carbide tau nce, thawb cov nqi tsim khoom ntawm PVC.
Longzhong Cov ntaub ntawv PVC kev lag luam kws tshuaj ntsuam Shi Lei hais rau Cailian Xov Xwm tias PVC nce ntau dhau tsis yog qhov zoo rau kev lag luam.Tus nqi nqi yuav tsum tau kis thiab zom.Tus nqi qis qis yog qhov loj heev, thiab nws tsis paub tias qhov nce tuaj yeem zom tau.Nws yog Ameslikas lub caij nyoog siab tshaj plaws rau kev lag luam PVC hauv tsev nyob ze yav tom ntej, tab sis raws li tus nqi tam sim no thiab kev txo nqi, kev ua haujlwm qis qis tsis zoo, thiab kev txiav txim raug yuam kom hloov rov qab lossis txo qis hauv lub sijhawm luv.Nyob rau tib lub sijhawm, raws li ntau lub tuam txhab PVC tau tsom mus rau kev saib xyuas thaum Lub Yim Hli thiab Lub Cuaj Hli, raws li kev soj ntsuam, tag nrho cov kev ua haujlwm ntawm PVC kev lag luam tau poob mus rau 70%, uas yog qhov qis tshaj plaws rau lub xyoo.
Cov tuam txhab teev npe muaj feem cuam tshuam muaj txiaj ntsig zoo hauv ib nrab xyoo thib ob
Hais txog tus nqi yav tom ntej, Shi Lei tau hais rau Cailian News Agency tias, tsis suav nrog cov xwm txheej xws li kev puas tsuaj ntuj tsim, kev kis mob, thiab kev thauj khoom thoob ntiaj teb, tus nqi PVC hauv tsev tau cuam tshuam los ntawm kev tawm tsam qis thiab tuaj yeem tswj hwm tus kheej tsis muaj kev txhawb nqa ntawm kev nce. kev thov, thiab cov tuam txhab PVC Tom qab kev kho dua tiav thiab cov khoom lag luam nce ntxiv, kev khiav hauj lwm tus nqi yuav raug tswj xyuas nyob rau theem siab.Txawm li cas los xij, nyob rau hauv kev txhawb nqa ntawm cov nqi siab, PVC nqi tsis muaj chaw rau qhov poob qis."Kuv txiav txim siab tias nrog kev hloov pauv hauv kev thov, PVC tus nqi yuav tsum hloov pauv ntawm qib siab hauv ib nrab xyoo ntawm lub xyoo."
Kev txiav txim siab tias tus nqi ntawm PVC yuav hloov mus rau theem siab kuj tau lees paub los ntawm cov kws kho mob.Ib tus neeg sab hauv los ntawm cov tuam txhab teev npe hauv PVC kev lag luam tau hais rau Cailian Xovxwm tias vim tias cov khoom siv PVC txawv teb chaws tseem rov qab los thiab cov tuam txhab lag luam hauv tsev tseem ua tiav kev saib xyuas hauv lub xyoo, cov khoom siv tom ntej yuav tsum muaj kev ruaj khov.Tsis tas li ntawd, cov dej ntws hauv qab yog resistant rau high-qib raw khoom, thiab kev txaus siab rau kev yuav khoom yog tsawg.Txawm li cas los xij, nyob rau hauv kev txhawb nqa ntawm cov nqi calcium carbide, nws xav tias PVC cov nqi yuav poob rau ib nrab xyoo ntawm lub xyoo thiab yuav hloov mus rau theem siab.Lub tuam txhab muaj kev cia siab txog kev vam meej ntawm PVC kev lag luam nyob rau hauv lub thib ob ib nrab ntawm lub xyoo.
Tus nqi nce ntawm PVC tau pom nyob rau hauv Tshuag nqe thiab kev ua tau zoo ntawm cov tuam txhab uas muaj feem cuam tshuam.
Zhongtai Chemical (17.240, 0.13, 0.76%) (002092.SZ) yog lub tuam txhab ua lag luam hauv kev lag luam PVC hauv tsev, nrog rau PVC muaj peev xwm ntawm 1.83 lab tons / xyoo;Junzheng Group (6.390, 0.15, 2.40%) (601216.SH) muaj PVC Lub peev xwm ntau lawm yog 800,000 tons;Hongda Xingye (6.430, 0.11, 1.74%) (002002.SZ) muaj peev xwm ntawm PVC uas twb muaj lawm ntawm 1.1 lab tons / xyoo (400,000 tons / xyoo project yuav ncav cuag ntau lawm los ntawm lub xyoo tom ntej);Xinjiang Tianye (12.060, 0.50, 4.33%) (600075.SH) muaj 650,000 tons ntawm PVC ntau lawm;Yangmei Chemical (6.140, 0.07, 1.15%) (600691.SH) thiab Inlet (16.730, 0.59, 3.66%) (000635.SZ)) Raws li tus tswv PVC muaj peev xwm ntawm 300,000 tons / xyoo thiab 0260,0 tons.
Thaum lub Cuaj Hlis 8, Zhongtai Chemical, Inlite thiab Yangmei Chemical tau txwv lawv txhua hnub.Txij li thaum pib ntawm lub xyoo no, Zhongtai Chemical tus nqi sib faib tau nce ntau dua 150%, ua raws li Hongda Xingye, Yangmei Chemical, Inlet thiab Xinjiang Tianye (600075. SH), cov nqi Tshuag tau nce ntau dua 1 zaug.
Hais txog kev ua tau zoo, Zhongtai Chemical cov nyiaj tau los ntawm cov niam txiv hauv thawj ib nrab ntawm lub xyoo tau nce ntau dua 7 zaug;Inlite thiab Xinjinlu (7.580, 0.34, 4.70%) nyob rau hauv thawj ib nrab ntawm lub xyoo, kwv yees li 70% ntawm cov nyiaj tau los ntawm PVC resin, thiab cov nyiaj tau los ntawm cov niam txiv Cov kev loj hlob yog 1794.64% thiab 275.58% feem;ntau tshaj 60% ntawm Hongda Xingye cov nyiaj tau los los ntawm PVC, thiab lub tuam txhab cov nyiaj tau los ntawm cov niam txiv tau nce 138.39% hauv thawj ib nrab ntawm lub xyoo.
Tus neeg sau xov xwm los ntawm Cov Xov Xwm Nyiaj Txiag tau pom tias ntawm cov xwm txheej ntawm kev loj hlob ntawm cov tuam txhab teev npe hauv kev lag luam PVC, qhov muag ntim tau nce tsawg, feem ntau yog vim qhov nce ntawm cov nqi ntawm PVC.
Cov neeg uas tau hais los saum toj no los ntawm cov tuam txhab teev npe hauv kev lag luam PVC tau hais rau Cailian Xov Xwm tias cov tuam txhab ua lag luam hauv PVC tau yeej ib txwm tsim cov peev txheej.Qhov nce ntawm PVC tus nqi tau lav lub tuam txhab kev ua tau zoo nyob rau hauv ib nrab xyoo ntawm lub xyoo, thiab lub tuam txhab muaj nyiaj ntau heev.
Calcium carbide method PK ethylene method
Nws tau tshaj tawm tias tam sim no cov khoom siv PVC hauv tsev tau txais cov txheej txheem calcium carbide thiab cov txheej txheem ethylene hauv qhov piv ntawm 8: 2, thiab feem ntau ntawm cov tuam txhab teev npe tsim cov khoom siv PVC raws li cov txheej txheem calcium carbide.
Cov neeg ua haujlwm ntawm Junzheng Group lub tuam txhab kev nyab xeeb tau hais rau cov neeg sau xov xwm tias lub tuam txhab muaj kev sib tw nqi tsawg.Kev vam khom rau cov chaw nplua nuj hauv zos, lub tuam txhab cov ntaub ntawv tseem ceeb tau yuav ze li sai tau, thiab lub tuam txhab tsim hluav taws xob, calcium carbide, thiab cov tshauv dawb yog qhov tsim nyog rau tus kheej..
Raws li tus kws tshaj lij los ntawm Lub Chaw Haujlwm Saib Xyuas Nyiaj Txiag, feem ntau ntawm cov tuam txhab teev npe uas siv cov txheej txheem calcium carbide los tsim cov khoom siv PVC yog nruab nrog calcium carbide tsim muaj peev xwm, thiab cov calcium carbide ntau lawm muaj peev xwm yog tsim los ntawm nws tus kheej thiab siv, thiab ywj siab export. feem ntau yog tsawg.
Shi Lei tau hais rau Cailian News Agency tias ze li ntawm 70% ntawm kuv lub teb chaws cov tuam txhab PVC tau tsom mus rau thaj tsam sab hnub poob.Vim tias qhov concentration ntawm cov chaw ua lag luam hauv zos, cov khoom siv raw xws li hluav taws xob, thee, calcium carbide, thiab kua chlorine muaj ntau, thiab cov khoom siv raw tsis tshua muaj kev cuam tshuam thiab muaj txiaj ntsig zoo.Qhov seem 30% ntawm cov tuam txhab PVC hauv nruab nrab thiab sab hnub tuaj yuav tsum tau txais cov calcium carbide los ntawm sab nraud.Tam sim no, tus nqi ntawm calcium carbide hauv Shandong tau nce ob npaug piv rau thaum pib ntawm lub xyoo.
Raws li nws cov kev suav, qhov kev faib ua feem ntawm calcium carbide hauv cov nqi ntawm PVC ntau lawm tau nce los ntawm 60% ua ntej txog 80% tam sim no.Qhov no tau ua rau muaj kev kub ntxhov rau cov tuam txhab PVC hauv nruab nrab thiab sab hnub tuaj uas yuav cov calcium carbide, thiab tib lub sijhawm, cov khoom siv calcium carbide kuj tau nce ntxiv.Kev sib tw siab ntawm outsourcing calcium carbide PVC cov tuam txhab tau txwv kev khiav hauj lwm tus nqi.
Hauv Shi Lei txoj kev xav, cov txheej txheem ethylene muaj qhov chaw loj hlob yav tom ntej.Nyob rau hauv lub neej yav tom ntej, lub peev xwm tshiab hauv kev lag luam PVC feem ntau yog cov txheej txheem ethylene.Nrog kev hloov kho kev lag luam, cov tuam txhab txheej txheem calcium carbide yuav thim tawm ntawm lawv lub peev xwm ntau lawm yam tsis muaj nqi zoo.
Raws li kev txheeb cais, cov tuam txhab teev npe uas siv cov txheej txheem ethylene los tsim PVC muaj xws li Yangmei Hengtong, ib lub koom haum ntawm Yangmei Chemical (600691.SH), uas muaj 300,000 tons / xyoo ethylene txheej txheem PVC ntau lawm, thiab Wanhua Chemical (110.610, -1.61, -1.43%) (600309.SH) 400,000 tons / xyoo, Jiahua Zog (13.580, -0.30, -2.16%) (600273.SH) 300,000 tons / xyoo, chlor-alkali tshuaj kev lag luam (18.200, 1.79%), 600618.SH) Tam sim no muaj peev xwm ntau lawm yog 60,000 tons / xyoo.
Post lub sij hawm: Sep-16-2021