Pa Seputembara 8, 2021, mtengo watsiku lapakati wa mgwirizano waukulu wamtsogolo wa PVC udaposa 10,000 yuan/tani, ndikuwonjezeka kopitilira 4%, ndipo udatsikanso ndi 2.08% pamapeto pake, ndipo mtengo wotseka udakwera kwambiri. popeza contract idalembedwa.Nthawi yomweyo, mitengo ya PVC yamsika imakweranso kwambiri.Pachifukwa ichi, mtolankhani wochokera ku Financial Association adaphunzira kuchokera kwa makampani omwe amatsogolera makampani a PVC akhala akugwira ntchito mokwanira.Mu theka lachiwiri la chaka, ndi mtengo wapamwamba wa PVC, phindu lamakampani linali lalikulu.Pamsika wachiwiri, mitengo ya magawo a makampani ambiri a PVC yawonjezeka kawiri kuyambira kumayambiriro kwa chaka, ndipo ntchito yawo mu theka loyamba la chaka idakulanso kwambiri.
Mitengo ya PVC yakwera kwambiri
Deta ya Longzhong Information monitoring data ikuwonetsa kuti kutengera East China mwachitsanzo, mtengo wapakati wa SG-5 PVC ku East China unali 8,585 yuan/tani kuyambira koyambirira kwa Januware mpaka Juni 30, 2021, kuwonjezereka kwa 40.28% kuchokera nthawi yomweyi chaka chatha.Kuyambira theka lachiwiri la chaka, mitengo yasintha kwambiri.Mtengo wapakati pa Seputembala 8 unali 9915 yuan/ton, mbiri yokwera kwambiri.Mtengowo unakwera ndi 50.68% poyerekeza ndi nthawi yomweyi chaka chatha.
Source Longzhong Information Source Longzhong Information
Zikunenedwa kuti pali zinthu ziwiri zazikulu zomwe zimathandizira kukwera kwakukulu kwa mitengo ya PVC: Choyamba, kufunika kwa PVC kwapadziko lonse kwapitirizabe kukula, koma kuzizira kwa North America m'chigawo choyamba cha chaka chino kunakhudza mphamvu yopanga PVC ya US, ndipo Kutumiza kwa PVC kudziko langa mu theka loyamba la chaka kunakula kwambiri chaka ndi chaka.Mu 2021 Mu theka loyamba la chaka, zogulitsa kunja kwa PVC ufa zinali matani 1.102 miliyoni, kuwonjezeka kwa chaka ndi 347.97%.Chachiwiri, Inner Mongolia ndi Ningxia ndi malo omwe amapanga calcium carbide ya PVC zopangira.Mfundo ziwiri zoyendetsera mphamvu zogwiritsira ntchito mphamvu m'zigawo ziwirizi zachititsa kuchepa kwa kagwiritsidwe ntchito ka calcium carbide komanso kuchepa kwa calcium carbide., Mtengo wa calcium carbide wakwera, kukweza mtengo wopangira PVC.
Katswiri wamakampani a Longzhong Information PVC, Shi Lei, adauza Cailian News kuti kuchuluka kwa PVC sikwabwino kwamakampaniwo.Mtengo wamtengo uyenera kuperekedwa ndi kugayidwa.Kuthamanga kwa mtengo wapansi ndi kwakukulu kwambiri, ndipo sikudziwika ngati kuwonjezekako kungagayidwe.Poyamba inali nyengo yapamwamba kwambiri yamakampani apanyumba a PVC posachedwapa, koma pansi pa mtengo wamakono ndi kuponderezedwa kwa mtengo, kutsika kwapansi sikuli bwino, ndipo malamulo amakakamizika kubwerera mmbuyo kapena kuchepa pakanthawi kochepa.Panthawi imodzimodziyo, monga makampani ambiri a PVC ankaganizira za kukonza mu August ndi September, malinga ndi kuyang'anira, kuchuluka kwa ntchito ya PVC yatsika mpaka 70%, yomwe ili yotsika kwambiri pa chaka.
Makampani ophatikizidwa omwe adatchulidwa ali ndi phindu lalikulu mu theka lachiwiri la chaka
Ponena za mtengo wamtsogolo, Shi Lei adauza Cailian News Agency kuti, kupatula zinthu monga masoka achilengedwe, miliri, ndi katundu wapadziko lonse lapansi, mtengo wamsika wapakhomo wa PVC umakhudzidwa ndi kutsika kwamadzi ndipo utha kudzilamulira popanda kuthandizidwa ndi kukwera. kufunikira, ndi makampani a PVC Pambuyo pokonzanso ndikuwonjezeka kwa msika, chiwerengero cha ntchito chidzasungidwa pamlingo wapamwamba.Komabe, mothandizidwa ndi ndalama zambiri, mitengo ya PVC ilibe malo otsika kwambiri."Ndimaweruza kuti ndi kusintha kwa zofuna, mitengo ya PVC ikuyembekezeka kusinthasintha pamlingo wachiwiri wa chaka."
Chigamulo chakuti mtengo wa PVC udzasinthasintha pamlingo wapamwamba wadziwikanso ndi akatswiri.Wochokera kumakampani omwe adatchulidwa pamakampani a PVC adauza a Cailian Press kuti makhazikitsidwe a PVC akumayiko akunja akupitilira kuchira ndipo opanga zapakhomo akupitilizabe kukonza mkati mwa chaka, zomwe zikuyembekezeka kudzakhala zokhazikika.Kuonjezera apo, kumunsi kwa mtsinje kumagonjetsedwa ndi zipangizo zamtengo wapatali, ndipo chidwi chogula chimakhala chochepa.Komabe, mothandizidwa ndi mitengo ya calcium carbide, zikuyembekezeka kuti mitengo ya PVC idzagwa mu theka lachiwiri la chaka ndipo idzasintha kwambiri.Kampaniyo ikuyembekeza kutukuka kwa makampani a PVC mu theka lachiwiri la chaka.
Kukwera kwamitengo ya PVC kwawonetsedwa pamitengo yamasheya ndi magwiridwe antchito amakampani omwe adatchulidwa.
Zhongtai Chemical (17.240, 0.13, 0.76%) (002092.SZ) ndi kampani yotsogola m'makampani apakhomo a PVC, okhala ndi mphamvu yopanga PVC ya matani 1.83 miliyoni / chaka;Gulu la Junzheng (6.390, 0.15, 2.40%) (601216.SH) lili ndi PVC Mphamvu yopangira ndi matani 800,000;Hongda Xingye (6.430, 0.11, 1.74%) (002002.SZ) ali ndi mphamvu alipo PVC kupanga matani miliyoni 1.1/chaka (matani 400,000/chaka ntchito adzafika kupanga kumapeto kwa chaka chamawa);Xinjiang Tianye ( 12.060, 0.50, 4.33%) (600075.SH) ali ndi matani 650,000 a PVC kupanga mphamvu;Yangmei Chemical (6.140, 0.07, 1.15%) (600691.SH) ndi Inlet (16.730, 0.59, 3.66%) (000635.SZ) ) Motsatana ali ndi mphamvu yopanga PVC ya matani 300,000 / chaka ndi 260 matani / chaka ndi 260 matani 00.
Pa Seputembala 8, Zhongtai Chemical, Inlite ndi Yangmei Chemical anali ndi malire awo tsiku lililonse.Kuyambira kuchiyambi kwa chaka chino, mtengo wagawo wa Zhongtai Chemical wakwera ndi 150%, ndikutsatiridwa ndi Hongda Xingye, Yangmei Chemical, Inlet ndi Xinjiang Tianye (600075. SH), mtengo wamtengo wapatali unakwera kuposa 1 nthawi.
Pankhani ya magwiridwe antchito, phindu la Zhongtai Chemical lomwe lidabwerezedwa ndi kholo mu theka loyamba la chaka lidakwera kupitilira nthawi 7;Inlite ndi Xinjinlu (7.580, 0.34, 4.70%) mu theka loyamba la chaka, pafupifupi 70% ya ndalamazo zinachokera ku PVC utomoni, ndi phindu ukonde chifukwa cha kholo Kukula mitengo anali 1794.64% ndi 275.58% motero;kuposa 60% ya ndalama Hongda Xingye anachokera PVC, ndipo phindu ukonde kampani chifukwa kholo linawonjezeka ndi 138,39% mu theka loyamba la chaka.
Mtolankhani wochokera ku Financial Associated Press adawona kuti pakati pazifukwa za kukula kwamakampani omwe adalembedwa mumakampani a PVC, kuchuluka kwa malonda kudakwera pang'ono, makamaka chifukwa cha kukwera kwa mtengo wa PVC.
Anthu omwe atchulidwa pamwambapa ochokera kumakampani omwe adatchulidwa mumakampani a PVC adauza Cailian News kuti makampani otsogola pamakampani a PVC akhala akupanga zonse.Kuwonjezeka kwa mitengo ya PVC kwatsimikizira kuti kampaniyo ikugwira ntchito mu theka lachiwiri la chaka, ndipo kampaniyo ili ndi phindu lalikulu.
Calcium carbide njira PK ethylene njira
Akuti panopa zoweta PVC kupanga mphamvu utenga njira kashiamu carbide ndi ndondomeko ethylene mu chiŵerengero cha pafupifupi 8: 2, ndipo ambiri a m'gulu makampani kupanga PVC mankhwala potengera kashiamu carbide ndondomeko.
Ogwira ntchito ku dipatimenti yachitetezo ya Junzheng Group adauza atolankhani kuti kampaniyo ili ndi mwayi wopikisana nawo wotsika mtengo.Podalira chuma cha m’deralo, zipangizo zazikulu za kampaniyo zimagulidwa pafupi kwambiri, ndipo kupanga kwa kampani ya magetsi, calcium carbide, ndi phulusa loyera n’kokwanira..
Malinga ndi mtolankhani wochokera ku Financial Associated Press, makampani ambiri omwe atchulidwa omwe amagwiritsa ntchito njira ya calcium carbide kupanga zinthu za PVC ali ndi mphamvu yopanga calcium carbide, ndipo mphamvu yopanga calcium carbide imangodzipanga yokha ndikugwiritsidwa ntchito, ndikutumiza kunja kunja. nthawi zambiri imakhala yochepa.
Shi Lei adauza Cailian News Agency kuti pafupifupi 70% yamakampani a PVC akudziko langa ali kumadera akumadzulo.Chifukwa cha kuchuluka kwa mapaki am'deralo, zinthu monga magetsi, malasha, calcium carbide, ndi chlorine yamadzimadzi ndizochulukirapo, ndipo zopangira sizikhudzidwa komanso zimakhala ndi phindu pamtengo.30% yotsala yamakampani a PVC m'chigawo chapakati ndi chakum'mawa akuyenera kutulutsa calcium carbide kuchokera kunja.Pakali pano, mtengo wa calcium carbide ku Shandong wawonjezeka kawiri poyerekeza ndi chiyambi cha chaka.
Malinga ndi kuwerengera kwake, kuchuluka kwa calcium carbide pamtengo wopangira PVC wakwera kuchokera pafupifupi 60% m'mbuyomu kufika pafupifupi 80% pakadali pano.Izi zapangitsa kuti pakhale zovuta zambiri zamakampani a PVC m'chigawo chapakati ndi chakum'mawa omwe amagula calcium carbide, ndipo panthawi imodzimodziyo, calcium carbide yawonjezekanso.Kuthamanga kwa mpikisano wotsatsa mabizinesi a PVC a calcium carbide kwachepetsa kuchuluka kwa magwiridwe antchito.
M'malingaliro a Shi Lei, njira ya ethylene ili ndi danga lalikulu lachitukuko chamtsogolo.M'tsogolomu, mphamvu yatsopano mu makampani a PVC idzakhala makamaka njira ya ethylene.Ndi kusintha kwa msika, makampani opanga calcium carbide adzachoka pakupanga kwawo popanda phindu la mtengo.
Malinga ndi ziwerengero, makampani otchulidwa omwe amagwiritsa ntchito njira ya ethylene kupanga PVC akuphatikizapo Yangmei Hengtong, kampani ya Yangmei Chemical (600691.SH), yomwe ili ndi matani 300,000 / chaka ethylene process PVC kupanga mphamvu, ndi Wanhua Chemical (110.610, -1.61, -1.43%) (600309.SH) 400,000 matani/chaka, Jiahua Energy (13.580, -0.30, -2.16%) (600273.SH) 300,000 matani/chaka, chlor-alkali chemical industry (18.200, 0.79%) 600618.SH) Kupanga kwapano ndi matani 60,000 / chaka.
Nthawi yotumiza: Sep-16-2021