Umutwe wumwimerere: Guteganya 2021: “Ikarita ya Panorama yinganda za PVC mu Bushinwa mu 2021 ″ (hamwe n’imiterere yisoko, imiterere ihiganwa ndetse niterambere ryiterambere, nibindi) Source: Prospective Industry Research Institute
Ibigo bikomeye byashyizwe ku rutonde mu nganda: Sinayi Tianye (12.060, 0.50, 4.33%) (600075);Imiti ya Zhongtai (17.240, 0.13, 0,76%) (002092);Itsinda rya Beiyuan (10.380, 0.25, 2.47%) (601568);Itsinda rya Junzheng (6.390, 0.15, 2,40%) (601216);Imiti ya Sanyou (15.450, -0.13, -0.83%) (600409).
Amakuru yibanze yiyi ngingo: ubushobozi bwinganda;umusaruro w'inganda;inganda
Incamake y'inganda
1. Ibisobanuro
Polyvinyl chloride, mu magambo ahinnye yitwa PVC (Polyvinyl chloride) mucyongereza, ni polymer yakozwe na polymerisation ya vinyl chloride monomer muri peroxide, ibice bya azo nabandi batangiza;cyangwa munsi yumucyo nubushyuhe ukurikije uburyo bwa radical polymerisation yubusa.Kugeza ubu, uburyo rusange bwo gutondekanya inganda za PVC mu gihugu cyanjye burimo gushyira mu byiciro ukurikije urugero rwabigenewe, gutondekanya ukurikije uburyo bwa polymerisation no gutondekanya ukurikije ibirimo plastike.Ibyiciro byihariye ni ibi bikurikira:
2. Isesengura ryurwego rwinganda: Urunigi rwinganda ni rurerure kandi rurimo inganda nyinshi
Ukurikije uburyo butandukanye bwo gukora, ibikoresho fatizo murwego rwo hejuru rwinganda za PVC nabyo biratandukanye.Ibikoresho fatizo byo hejuru yuburyo bwa Ethylene ni amavuta yibanze, kandi ibikoresho fatizo byuburyo bwa calcium karbide ni umunyu mbisi namakara;hagati yo hagati yinganda za PVC ninganda zitegura PVC;ibyingenzi byamanuka kumurongo ni imyirondoro, imiyoboro, firime, ibicuruzwa byimpapuro, ibikoresho bya kabili nimpu zubukorikori, nibindi.
Ukurikije ikarita yinganda za PVC, amasosiyete akora ibikomoka kuri peteroli yimiti ya PVC arimo PetroChina na Sinopec;amasosiyete ahagarariye ubucukuzi bw'amakara arimo amakara ya Yanzhou (32.440, -0.86, -2.58%) na Shaanxi Amakara (15.730, 0.03, 0.19%)), Ingufu za Liaoning (4.880, 0.44, 9.91%) na Pingding Coal (11.210, -0.43, - 3,69%);PVC hagati yinganda zitanga umusaruro zirimo Sinayi Tianye, Zhongtai Chemical, Junzheng Group, Beiyuan Group, nibindi.;Hasi ahasabwa amasosiyete arimo inganda zikora imiyoboro ikwiye nka Guofeng Plastike (7.390, 0.23, 3.21%), Ibikoresho bishya bya Tianan (8.830, 0.42, 4.99%) na Beijing Itsinda Rishya.
Iterambere ryinganda: Inganda ziri murwego rwo kuzamura ubushobozi
Iterambere ryinganda zigihugu cya PVC zirashobora kugabanywamo ibice bine.Kuva 1953 kugeza 1957, PVC yari mubyiciro byubushakashatsi, kandi tekinoroji yo gutegura yari itezwa imbere;kuva 1958 kugeza 1980, tekinoroji yo gutegura igihugu cyanjye PVC ikura buhoro buhoro inganda zitangira gutera imbere;kuva 1980 kugeza 2000, tekinoroji yo gutegura igihugu cyanjye PVC ishobora kugera kumusaruro mwinshi.Kwihutisha iterambere;kuva mu 2000, PVC y'igihugu cyanjye iri mu rwego rwo kuzamura ubushobozi, ifite toni miliyoni 10.
Inganda za politiki yinganda: politiki iteza imbere icyatsi kibisi
Mu myaka yashize, kubera ko imyumvire yo kurengera ibidukikije yashinze imizi mu mitima y’abaturage, nk’inganda zanduza cyane, guverinoma yakomeje gushyiraho politiki igenga iterambere ryayo.Politiki yihariye yatangijwe ikubiyemo kugabanya inyongeramusaruro n’ibisubizo mu musaruro wa PVC, kugena uburyo bwo kubyaza umusaruro, no gukora igenzura ryihariye ku mishinga yangiza cyane kugira ngo iteze imbere icyatsi na karuboni nkeya mu nganda.
Iterambere ry'inganda:
——Iterambere riranga inganda za PVC: ingaruka zikomeye zo guhuza inganda
Kugeza ubu, iterambere ry’inganda PVC y’igihugu cyanjye rirangwa n’uburinganire bw’akarere mu kongera ubushobozi bw’umusaruro, kuba inganda nke, uburyo bwa kariside ya calcium nkibikorwa nyamukuru, ningaruka zikomeye zo guhuza inganda.
——PVC inganda zisohoka: Ibisohoka PVC bikomeje kwiyongera
Ku bijyanye n’ibisohoka, igipimo cy’ibicuruzwa biva mu bwoko bwa polyvinyl chloride (PVC) cy’Ubushinwa cyakomeje kwiyongera cyane kuva mu 2015 kugeza 2020. Nk’uko imibare yaturutse mu Bushinwa Chlor-Alkali Network ibivuga, umusaruro wa PVC w’Ubushinwa mu 2020 uzaba toni miliyoni 22.81, wiyongereyeho 13.4 % umwaka-ku-mwaka
——Imikoreshereze igaragara yinganda za PVC: ikigaragara kigaragara kiri hejuru ya toni miliyoni 20
Kuva mu 2016 kugeza 2020, Ubushinwa bugaragara PVC bwerekanye ko muri rusange bwiyongera.Muri 2020, Ubushinwa bugaragara ko bukoresha PVC buzaba toni miliyoni 20.64, umwaka ushize wiyongereyeho 5.2%.
——Gusesengura urwego rwibiciro bya PVC: urwego rwibiciro rukomeje kuzamuka
Kuva mu 2012 kugeza 2020, ibiciro bya PVC mu Bushinwa biriyongera nyuma yo kugabanuka.Dukurikije imibare yakurikiranwe n’ikigo cy’ubucuruzi, igiciro rusange cy’imbere mu gihugu PVC mu ntangiriro za 2020 ni 6.900 Yuan / toni, naho igiciro rusange cy’imbere mu gihugu cya PVC mu mpera z’umwaka ni 7.320 Yuan / toni.Hashingiwe kuri iyi mibare, muri 2020, impuzandengo yumwaka igiciro cya PVC mubushinwa izaba 7110 yuan / toni, umwaka ushize wiyongereyeho 6.4%.
(Icyitonderwa: Igiciro ngarukamwaka kibarwa hashingiwe ku kigereranyo cya buri munsi)
(Icyitonderwa: Igiciro ngarukamwaka kibarwa hashingiwe ku kigereranyo cya buri munsi)
——Gusesengura ingano yisoko ryinganda za PVC: umuvuduko witerambere ryinganda uzarenga 20% muri 2020
Ukurikije igipimo cy’isoko rya PVC mu Bushinwa = Ikoreshwa rya PVC * igiciro cy’ibiciro (impuzandengo y’umwaka), igipimo cy’isoko rya PVC mu Bushinwa kizakomeza kwiyongera kuva mu 2015 kugeza 2020. Muri 2020, impuzandengo y’umwaka wa PVC mu Bushinwa ni 7110 Yuan / toni .Hashingiwe kuri ibi, ingano y’isoko iteganijwe ni miliyari 164.5, yu mwaka ku mwaka kwiyongera 21.7%.
Inganda zirushanwe
1. Uburyo bwo guhatanira uturere: ubushobozi bwo gukora bwiganjemo Uburengerazuba bwUbushinwa
Dukurikije imibare yashyizwe ahagaragara n’ishyirahamwe ry’abashinwa Chlor-Alkali, mu 2020, Amajyaruguru y’Uburengerazuba igihugu cyanjye kizaba gifite ingufu nyinshi za PVC, kizagera kuri toni miliyoni 13.76;Ubushinwa bw'Amajyaruguru bufite umusaruro wa toni miliyoni 6.7;n'Ubushinwa bw'Uburasirazuba bufite umusaruro wa toni miliyoni 2.53.Dufatiye ku gukwirakwiza ibigo bitanga umusaruro wa PVC, Intara y’igihugu cyanjye cya Sinayi ni ahantu hateranira amasosiyete akomeye ya PVC.Ibigo bihagarariye birimo Sinayi Tianye, Zhongtai Chemical, nibindi.;Intara ya Shandong nayo nintara ifite amasosiyete menshi ya PVC mugihugu cyanjye, naho isosiyete ihagarariye ni Xinfa Group., Ikirwa cya Qingdao, Shandong Yangmei Hengtong Chemical, Ishami rya Sinopec Qilu, Dezhou Shihua, nibindi. Ibigo bya PVC byigihugu cyanjye biherereye cyane mubushinwa bwamajyaruguru no muburengerazuba bwuburengerazuba bwubushinwa, hafi yubucukuzi bwibikoresho fatizo, bifasha kuzigama amafaranga.
2. Uburyo bwo guhatanira imishinga: ubushobozi bwo kubyaza umusaruro inganda zirenga toni zirenga miliyoni
Nkurikije ubushobozi bwo kubyaza umusaruro, uburyo bwo guhatanira amasosiyete ya PVC yigihugu cyanjye buracitsemo ibice.Urwego rwa mbere ni ibigo bifite ubushobozi bwo gutanga umusaruro urenga toni miliyoni.Ibigo bihagarariye birimo abayobozi bashinzwe ubushobozi bw’umusaruro w’igihugu nka Zhongtai Chemical, Sinayi Tianye na Beiyuan Chemical;icyiciro cya kabiri nubushobozi bwo gutanga toni miliyoni 50 -1 zamasosiyete, amasosiyete ahagarariye ni Tianjin Dagu, Sanyou Chemical, Junzheng Energy nandi masosiyete akomeye yo mukarere;echelon ya gatatu ni amasosiyete afite ubushobozi bwo gutanga umusaruro uri munsi ya toni 500.000, amasosiyete ahagarariye arimo Elion Chemical na Anhui Asustek, nibindi nibindi bitangaje.
Iterambere ryinganda ninganda ziteganijwe
1. PVC yahinduwe yahindutse inzira yiterambere: PVC yahinduwe irashobora guhinduka ibicuruzwa byingenzi mugihe kizaza
Kuberako PVC resin ifite uburyo bubi bwo kubumba, nko gushonga cyane.Amazi mabi, ubushyuhe buke bwumuriro, byoroshye gutera kubora, nibindi. Ibicuruzwa bya PVC bifite ubukana buke bwo gusaza, byoroshye guhinduka, gukomera, gucika, gukomera gukomeye, kurwanya ubukonje bukabije, nibindi, bityo rero muri rusange PVC yahinduwe.Kugira ngo usubize amakosa yavuzwe haruguru.Ibicuruzwa byahinduwe bya PVC bikoreshwa cyane kandi birashobora guhinduka ibicuruzwa byingenzi byiterambere ryigihe kizaza.Ubwoko n'imikoreshereze yabyo ni ibi bikurikira:
2. Kwagura ishoramari kugirango byuzuze isoko: kwagura ishoramari byahindutse inzira yiterambere ryinganda
Dukurikije imibare yatanzwe na Baichuan Yingfu, biteganijwe ko igihugu cyanjye kizongerera toni miliyoni 2.3 z’ubushobozi bwa PVC mu 2021. Muri bo, Tianjin Dagu afite toni 80 z’ubushobozi bwo gusimbuza, naho Shandong Xinfa na Julong Chemical bombi barateganya kongera toni 400.000 z’ubushobozi bushya. .Mugihe urwego rusaba rwa PVC rwagutse, biteganijwe ko abakora PVC bazashora imari mugukwirakwiza isoko.
Amakuru yavuzwe haruguru yavuye muri "Ubushinwa PVC Inganda n’inganda zisabwa n’igurisha hamwe na raporo y’isesengura ry’ishoramari" n'ikigo cy’ubushakashatsi mu nganda za Qianzhan.Muri icyo gihe, Ikigo cy’ubushakashatsi bw’inganda Qianzhan gitanga kandi amakuru manini y’inganda, ubushakashatsi mu nganda, ubujyanama bw’inganda, amakarita y’inganda, igenamigambi ry’inganda, igenamigambi rya parike, no guteza imbere ishoramari mu nganda.Ibisubizo nko gukurura ishoramari, IPO yo gukusanya inkunga yo kwiga, hamwe no kwandika prospectus.
Igihe cyo kohereza: Nzeri-09-2021