Mutu woyambirira: Kuwoneratu 2021: "Mapu a Panorama a Makampani a PVC aku China mu 2021" (omwe ali ndi msika, mawonekedwe ampikisano ndi chitukuko, ndi zina zotero) Source: Prospective Industry Research Institute
Makampani akuluakulu otchulidwa pamakampani: Xinjiang Tianye (12.060, 0.50, 4.33%) (600075);Zhongtai Chemical (17.240, 0.13, 0.76%) (002092);Gulu la Beiyuan (10.380, 0.25, 2.47%) (601568);Gulu la Junzheng (6.390, 0.15, 2.40%) (601216);Sanyou Chemical (15.450, -0.13, -0.83%) (600409).
Deta yaikulu ya nkhaniyi: mphamvu zamakampani;zotsatira zamakampani;kufunikira kwamakampani
Chidule cha Viwanda
1. Tanthauzo
Polyvinyl kolorayidi, yofupikitsidwa monga PVC (Polyvinyl kolorayidi) mu English, ndi polima opangidwa ndi polymerization wa vinilu kolorayidi monoma mu peroxides, azo mankhwala ndi intiators ena;kapena pansi pa kuwala ndi kutentha molingana ndi njira yaulere ya polymerization reaction.Pakalipano, njira zodziwika bwino zamakampani a PVC m'dziko langa zimaphatikizira kugawika molingana ndi kuchuluka kwa ntchito, kugawa molingana ndi njira ya polymerization ndikuyika malinga ndi zomwe zili mu plasticizer.Magulu enieni ndi awa:
2. Kuwunika kwa unyolo wa mafakitale: Unyolo wa mafakitale ndi wautali ndipo umakhudza mafakitale ambiri
Malinga ndi njira zosiyanasiyana zopangira, zopangira zomwe zili kumtunda kwa unyolo wamakampani a PVC ndizosiyananso.Zopangira zopangira kumtunda kwa njira ya ethylene zimakhala makamaka mafuta opanda mafuta, ndipo zopangira za njira ya calcium carbide zimakhala mchere wambiri ndi malasha;kufika pakati pa PVC makampani unyolo ndi PVC kukonzekera mabizinesi;minda yaikulu kumunsi ntchito ndi Profiles, mapaipi, mafilimu, mankhwala pepala, zipangizo chingwe ndi chikopa yokumba, etc.
Potengera mapu amakampani a PVC, makampani opanga mafuta a PVC akumtunda akuphatikiza PetroChina ndi Sinopec;makampani oimira migodi malasha monga Yanzhou Malasha (32.440, -0,86, -2.58%) ndi Shaanxi Malasha (15.730, 0.03, 0.19%)), Liaoning Energy (4.880, 0.44, 9,91%) ndi Pingding Malasha ( -11.213, -11.213, -11. 3.69 peresenti;Makampani opanga ma PVC apakati akuphatikizapo Xinjiang Tianye, Zhongtai Chemical, Junzheng Gulu, Gulu la Beiyuan, etc.;Makampani Ofuna Kutsika akuphatikizapo mafakitale opangira chitoliro ndi oyenerera monga Guofeng Plastic (7.390, 0.23, 3.21%), Tianan New Materials (8.830, 0.42, 4.99%) ndi Beijing New Group.
Ntchito yopititsa patsogolo mafakitale: Makampani ali pamlingo wokweza luso
Kukula kwa makampani a PVC a dziko langa akhoza kugawidwa m'magawo anayi.Kuchokera ku 1953 mpaka 1957, PVC inali mu kafukufuku woyesera, ndipo teknoloji yokonzekera inali pansi pa chitukuko;kuyambira 1958 mpaka 1980, dziko langa PVC kukonzekera luso pang'onopang'ono kukhwima ndi makampani anayamba kukhala;kuyambira 1980 mpaka 2000, dziko langa PVC kukonzekera luso akhoza kufika kupanga misa.Kufulumizitsa chitukuko;kuyambira 2000, PVC ya dziko langa ili mu gawo la kukweza mphamvu, ndi mphamvu ya matani 10 miliyoni.
Chiyambi cha ndondomeko yamakampani: ndondomeko zimalimbikitsa chitukuko chobiriwira chamakampani
M'zaka zaposachedwa, monga chidziwitso cha chitetezo cha chilengedwe chakhazikika m'mitima ya anthu, monga makampani owononga kwambiri, boma likupitiriza kukhazikitsa ndondomeko zoyendetsera chitukuko chake.Ndondomeko zomwe zakhazikitsidwa zikuphatikizanso kuletsa zowonjezera ndi zoyambitsa popanga PVC, kulinganiza njira zopangira, ndikuwunika mwapadera mabizinesi oipitsa kwambiri kuti alimbikitse chitukuko chamakampani obiriwira komanso otsika kwambiri.
Chitukuko chamakampani:
--Kukula kwamakampani a PVC: kuphatikizika kwamphamvu kwamakampani
Pakali pano, chitukuko cha makampani PVC dziko langa amakhala ndi mkulu ndende m'chigawo cha mphamvu kupanga, otsika ndende mabizinesi, kashiamu carbide njira monga njira yaikulu, ndi amphamvu kusakanikirana mafakitale zotsatira.
-- Kutulutsa kwamakampani a PVC: Kutulutsa kwa PVC kukupitilira kukwera
Pankhani ya zotulutsa, sikelo yotulutsa utomoni ya polyvinyl chloride (PVC) yaku China yakhala ikukwera kuyambira 2015 mpaka 2020. Malinga ndi deta yochokera ku China Chlor-Alkali Network, kupanga PVC ku China mu 2020 kudzakhala matani 22.81 miliyoni, kuwonjezeka kwa 13.4 % chaka ndi chaka
--Kugwiritsidwa ntchito kwamakampani a PVC: zomwe zikuwoneka kuti ndizoposa matani 20 miliyoni
Kuchokera mu 2016 mpaka 2020, kugwiritsa ntchito PVC ku China kwawonetsa kukula kwakukulu.Mu 2020, kugwiritsidwa ntchito kwa PVC ku China kudzakhala matani 20.64 miliyoni, kuwonjezeka kwa chaka ndi 5.2%.
——Kusanthula kwa mtengo wa PVC: mtengo wamtengo ukupitiliza kukwera
Kuyambira 2012 mpaka 2020, mitengo ya PVC yaku China ikukwera itatsika.Malinga ndi zomwe bungwe loyang'anira mabizinesi likuwona, mtengo wapakati wapakhomo wa PVC kumayambiriro kwa 2020 ndi 6,900 yuan/tani, ndipo mtengo wapakati wapakhomo wa PVC kumapeto kwa chaka ndi 7,320 yuan/ton.Kutengera kuwerengetseraku, mu 2020, avareji yamtengo wapachaka wa PVC ku China idzakhala 7110 yuan/tani, kuwonjezeka kwa chaka ndi 6.4%.
(Dziwani: Mtengo wapakati wapachaka umawerengedwa potengera mtengo watsiku ndi tsiku)
(Dziwani: Mtengo wapakati wapachaka umawerengedwa potengera mtengo watsiku ndi tsiku)
--Kuwunika kukula kwa msika wamakampani a PVC: kukula kwamakampani kudzapitilira 20% mu 2020
Malinga ndi msika waku China wa PVC = PVC kudya * mtengo wagawo (mtengo wapachaka), kukula kwa msika waku China wa PVC kupitilira kukula kuyambira 2015 mpaka 2020. Mu 2020, avareji yamtengo wapachaka wa PVC ku China ndi 7110 yuan/ton .Kutengera izi, kukula kwa msika ndi 164.5 biliyoni yuan, kuwonjezeka kwa chaka ndi 21.7%.
Mawonekedwe amakampani
1. Chitsanzo cha mpikisano wachigawo: mphamvu zopanga zimayendetsedwa ndi Kumpoto chakumadzulo kwa China
Malingana ndi deta yomwe inatulutsidwa ndi China Chlor-Alkali Association, mu 2020, Kumpoto chakumadzulo dziko langa lidzakhala ndi mphamvu zopangira PVC, zomwe zikufika matani 13.76 miliyoni;North China ili ndi mphamvu yopanga matani 6.7 miliyoni;ndipo East China ili ndi mphamvu yopanga matani 2.53 miliyoni.Potengera kugawa kwamakampani opanga ma PVC, Chigawo cha Xinjiang cha dziko langa ndi malo osonkhanira makampani otsogola a PVC.Makampani oyimira akuphatikizapo Xinjiang Tianye, Zhongtai Chemical, etc.;Chigawo cha Shandong ndi chigawo chokhala ndi makampani ambiri a PVC m'dziko langa, ndipo kampani yoyimilira ndi Xinfa Group., Qingdao Bay, Shandong Yangmei Hengtong Chemical, Sinopec Qilu Nthambi, Dezhou Shihua, etc. makampani a PVC a dziko langa ali makamaka kumpoto kwa China ndi kumpoto chakumadzulo kwa China, pafupi ndi malo opangira migodi, omwe amathandiza kuti awononge ndalama.
2. Chitsanzo cha mpikisano wamakampani: mphamvu yopanga mabizinesi otsogola ndi matani oposa 1 miliyoni
Malingana ndi mphamvu zopangira, mpikisano wamakampani a PVC a dziko langa amagawidwa.Gawo loyamba ndi makampani omwe amapanga matani opitilira 1 miliyoni.Makampani oyimilira akuphatikiza atsogoleri adziko lapansi opanga zinthu monga Zhongtai Chemical, Xinjiang Tianye ndi Beiyuan Chemical;gawo lachiwiri ndi mphamvu yopanga matani 50 -1 miliyoni amakampani, makampani oyimira ndi Tianjin Dagu, Sanyou Chemical, Junzheng Energy ndi makampani ena otsogola amderali;echelon yachitatu ndi makampani omwe ali ndi mphamvu yopangira matani osachepera 500,000, makampani oyimira akuphatikizapo Elion Chemical ndi Anhui Asustek, etc. Mabizinesi ang'onoang'ono ndi apakatikati a PVC opanga.
Chiyembekezo cha chitukuko cha mafakitale ndi zolosera zam'tsogolo
1. PVC yosinthidwa yakhala njira yachitukuko: PVC yosinthidwa ikhoza kukhala yodziwika bwino m'tsogolomu
Chifukwa PVC utomoni ali osauka akamaumbidwe processability, monga mkulu kusungunuka kukhuthala.Osauka fluidity, otsika matenthedwe bata, zosavuta chifukwa kuwonongeka, etc. PVC mankhwala ndi osauka kukana kukalamba, zosavuta kukhala Chimaona, zolimba, losweka, osauka kulimba, osauka kuzizira kukana, etc., kotero ambiri kusinthidwa PVC chofunika.Kuti akonze zolakwika zomwe zili pamwambazi.Zosinthidwa za PVC zimagwiritsidwa ntchito kwambiri ndipo zitha kukhala zodziwika bwino zachitukuko chamtsogolo.Mitundu ndi ntchito zake ndi izi:
2. Kukula kwa ndalama kuti zikwaniritse zofuna za msika: kukula kwa ndalama kwasanduka chikhalidwe cha chitukuko cha mafakitale
Malinga ndi ziwerengero zochokera ku Baichuan Yingfu, dziko langa likuyembekezeredwa kuwonjezera matani 2.3 miliyoni a PVC kupanga mphamvu mu 2021. Pakati pawo, Tianjin Dagu ili ndi matani 80 a mphamvu zowonjezera, ndipo Shandong Xinfa ndi Julong Chemical onse akukonzekera kuwonjezera matani 400,000 a mphamvu zatsopano. .Pamene kuchuluka kwa ntchito za PVC kukukulirakulira, zikuyembekezeredwa kuti opanga ma PVC aziyika ndalama pakukulitsa kuti akwaniritse kufunikira kwa msika.
Zomwe zili pamwambapa zimachokera ku "China's PVC Industry Production and Sales Demand and Investment Forecast Analysis Report" yolembedwa ndi Qianzhan Industry Research Institute.Nthawi yomweyo, Qianzhan Viwanda Research Institute imaperekanso deta yayikulu yamafakitale, kafukufuku wamafakitale, kufunsira kwaunyolo wamafakitale, mamapu amakampani, mapulani a mafakitale, kukonza mapaki, komanso kukwezedwa kwa ndalama zamafakitale.Mayankho monga kukopa ndalama, IPO fundraising feasibility study, ndi prospectus kulemba.
Nthawi yotumiza: Sep-09-2021