Kufanoona 2021: "Panorama Mepu yeChina yePVC Indasitiri muna 2021 ″ (ine chimiro chemusika, mamiriro emakwikwi uye maitiro ebudiriro, nezvimwewo)

Zita rekutanga: Kufanoona 2021: "Panorama Mepu yeChina yePVC Indasitiri muna 2021 ″ (ine chimiro chemusika, mamiriro emakwikwi uye maitiro ebudiriro, nezvimwewo) Kwakabva: Inotarisira Indasitiri Research Institute

Makambani makuru akanyorwa muindastiri: Xinjiang Tianye (12.060, 0.50, 4.33%) (600075);Zhongtai Chemical (17.240, 0.13, 0.76%) (002092);Beiyuan Group (10.380, 0.25, 2.47%) (601568);Junzheng Group (6.390, 0.15, 2.40%) (601216);Sanyou Chemical (15.450, -0.13, -0.83%) (600409).

Iyo yakakosha data yechinyorwa ichi: indasitiri kugona;industry output;kudiwa kwemaindasitiri

Industry Overview

1. Tsanangudzo

Polyvinyl chloride, yakapfupikiswa sePVC (Polyvinyl chloride) muChirungu, ipolymer yakaumbwa nepolymerization yevinyl chloride monomer mu peroxides, azo compounds uye mamwe ekutanga;kana pasi pechiito chechiedza uye kupisa zvinoenderana nemahara radical polymerization reaction mechanism.Parizvino, nzira dzakajairwa dzerudzi rwePVC indasitiri yenyika yangu dzinosanganisira kupatsanura zvinoenderana nechiyero chekushandisa, kupatsanura zvinoenderana nepolymerization nzira uye kupatsanura zvinoenderana neplasticizer zvirimo.Iwo chaiwo mapoka ndeaya anotevera:

2. Ongororo yeketani yemaindasitiri: Iyo yeindasitiri cheni yakareba uye inosanganisira akawanda maindasitiri

Zvinoenderana neakasiyana nzira dzekugadzira, iyo mbishi zvinhu zviri kumusoro kweiyo PVC indasitiri cheni zvakare akasiyana.Iyo yekumusoro kwemvura yakasvibirira ye ethylene nzira inonyanya kukora mafuta, uye zvigadzirwa zve calcium carbide nzira inonyanya munyu nemarasha;iyo yepakati inosvika yePVC indasitiri cheni maPVC ekugadzirira mabhizinesi;iwo makuru epasi pekushandisa minda maProfiles, pombi, mafirimu, zvigadzirwa zvemapepa, zvinhu zvetambo uye dehwe rekugadzira, nezvimwe.

Kubva pakuona kwemepu yeindasitiri yePVC, makambani ekugadzira petrochemical ePVC anosanganisira PetroChina neSinopec;makambani emigodhi yemarasha anosanganisira Yanzhou Coal (32.440, -0.86, -2.58%) uye Shaanxi Coal (15.730, 0.03, 0.19%)), Liaoning Energy (4.880, 0.44, 9,91%) uye Pingding Coal ( -11.210, -10.210, -11. 3.69%);Makambani ekugadzira epakati pePVC anosanganisira Xinjiang Tianye, Zhongtai Chemical, Junzheng Group, Beiyuan Group, nezvimwewo;Makambani ekudzika anodiwa anosanganisira pombi uye akakodzera maindasitiri ekugadzira akadai seGuofeng Plastic (7.390, 0.23, 3.21%), Tianan New Materials (8.830, 0.42, 4.99%) uye Beijing New Group.

Indasitiri yekuvandudza maitiro: Iyo indasitiri iri padanho rekusimudzira kugona

Kuvandudzwa kweindasitiri yePVC yenyika yangu kunogona kukamurwa kuita zvikamu zvina.Kubva ku1953 kusvika ku1957, PVC yakanga iri muchikamu chekutsvaga, uye teknolojia yekugadzirira yakanga iri pasi pekugadzirwa;kubva 1958 kusvika 1980, nyika yangu PVC kugadzirira tekinoroji zvishoma nezvishoma kukura uye indasitiri akatanga kukura;kubva 1980 kusvika 2000, nyika yangu PVC gadziriro tekinoroji aigona kusvika vakawanda kugadzirwa.Kasira budiriro;kubvira 2000, PVC yenyika yangu iri padanho rekusimudzira, ine huwandu hwemamiriyoni gumi ematani.

Indasitiri policy policy kumashure: marongero anosimudzira budiriro yegirinhi yeindasitiri

Mumakore achangopfuura, sezvo kuziva nezvekuchengetedzwa kwezvakatipoteredza kwakadzika midzi mumoyo yevanhu, seindasitiri inosvibisa zvakanyanya, hurumende yakaramba ichiunza mitemo yekudzora budiriro yayo.Iwo chaiwo marongero akaunzwa anosanganisira kudzora zvinowedzerwa uye zvinokonzeresa muPVC kugadzirwa, kuenzanisa maitiro ekugadzira, uye kuita ongororo dzakakosha pamabhizinesi anosvibisa zvakanyanya kusimudzira girinhi uye yakaderera-kabhoni kusimudzira kweindasitiri.

Mamiriro ekusimudzira indasitiri:

--Kuvandudza maitiro ePVC indasitiri: yakasimba indasitiri yekubatanidza maitiro

Parizvino, kusimudzira kweindasitiri yePVC yenyika yangu kunoratidzwa nehupamhi hwedunhu huwandu hwehuwandu hwekugadzira, kuderera kwemabhizinesi, nzira ye calcium carbide senzira huru, uye mhedzisiro yakasimba yekubatanidza maindasitiri.

--PVC indasitiri inobuda: PVC inobuda inoramba ichikwira

Panyaya yezvinobuda, China's polyvinyl chloride (PVC) resin output scale yaramba yakadzikama kubva 2015 kusvika 2020. Maererano nedata kubva kuChina Chlor-Alkali Network, China's PVC production in 2020 ichaita 22.81 miriyoni matani, kuwedzera kwe13,4. % gore negore

--Kushandiswa kuri pachena kweindasitiri yePVC: iko kushandiswa kuri pamusoro pemamiriyoni makumi maviri ematani

Kubva 2016 kusvika 2020, mashandisiro ePVC ekuChina anoratidza kukura kwemaitiro.Muna 2020, kushandiswa kwePVC kweChina kuchave mamirioni makumi maviri nemazana matanhatu emamiriyoni, kuwedzera kwegore negore kwe5.2%.

--Ongororo yePVC mutengo wenhanho: mwero wemutengo unoramba uchikwira

Kubva 2012 kusvika 2020, mitengo yePVC yeChina iri kukwira mushure mekudonha.Zvinoenderana nedhata inotariswa nebhizinesi agency, iyo huru yepamba PVC avhareji mutengo pakutanga kwa2020 i6,900 yuan/tani, uye mudzimba wepakati wepakati mutengo wePVC pakupera kwegore i7,320 yuan/ton.Kubva pakuverenga uku, muna 2020, avhareji yemutengo wepagore wePVC muChina ichave 7110 yuan/ton, gore negore kuwedzera kwe6.4%.

(Cherechedza: Avhareji yemutengo wepagore inoverengerwa zvichienderana neavhareji mutengo wezuva nezuva)

(Cherechedza: Avhareji yemutengo wepagore inoverengerwa zvichienderana neavhareji mutengo wezuva nezuva)

-- Ongororo yehukuru hwemusika wePVC indasitiri: kukura kweindasitiri kuchapfuura makumi maviri muzana muna 2020.

Zvinoenderana neChina's PVC market scale = PVC kushandiswa * unit price (avhareji mutengo wegore), chiyero cheChina chePVC musika chicharamba chichikura kubva 2015 kusvika 2020. Muna 2020, avhareji yepagore yePVC mutengo wePVC muChina i7110 yuan/ton .Zvichienderana neizvi, saizi yemusika inofungidzirwa i164.5 bhiriyoni yuan, gore-pa-gore kuwedzera kwe21.7%.

Indasitiri yemakwikwi mamiriro

1. Makwikwi edunhu maitiro: kugona kwekugadzira kunotongwa neNorthwest China

Maererano nemashoko akabudiswa neChina Chlor-Alkali Association, muna 2020, Northwest nyika yangu ichava nepamusoro-soro yekugadzira PVC, inosvika mamiriyoni 13,76;North China ine simba rekugadzira re6.7 miriyoni matani;uye East China ine simba rekugadzira rematani 2.53 miriyoni.Kubva pamaonero ekugovaniswa kwemakambani ekugadzira PVC, Dunhu renyika yangu Xinjiang inzvimbo yekuunganidzira makambani anotungamira ePVC.Makambani anomiririra anosanganisira Xinjiang Tianye, Zhongtai Chemical, nezvimwewo;Shandong Province zvakare ipurovhinzi ine mamwe makambani ePVC munyika yangu, uye kambani inomiririra ndeye Xinfa Group., Qingdao Bay, Shandong Yangmei Hengtong Chemical, Sinopec Qilu Branch, Dezhou Shihua, nezvimwewo makambani enyika yangu ePVC anonyanya kuwanikwa muNorth China neNorthwest China, pedyo nenzvimbo yekuchera migodhi, iyo inobatsira kuchengetedza mari.

2. Enterprise makwikwi pateni: kugadzirwa kugona kweanotungamira mabhizinesi anopfuura miriyoni matani

Zvinoenderana nehuwandu hwekugadzira, maitiro emakwikwi emakambani enyika yangu ePVC akakamurwa.Danho rekutanga makambani ane simba rekugadzira rinodarika miriyoni imwe yematani.Makambani anomiririra anosanganisira vatungamiri venyika yekugadzira zvigadzirwa vakaita saZhongtai Chemical, Xinjiang Tianye uye Beiyuan Chemical;chikamu chechipiri ndechekukwanisa kugadzira 50 -1 mamiriyoni ematani emakambani, makambani anomiririra Tianjin Dagu, Sanyou Chemical, Junzheng Energy uye mamwe makambani anotungamira ematunhu;chechitatu echelon makambani ane simba rekugadzira asingasviki 500,000 matani, vamiririri makambani anosanganisira Elion Chemical uye Anhui Asustek, etc. Strange diki uye svikiro PVC kugadzira mabhizimisi.

Indasitiri budiriro tarisiro uye mafambiro ekufanotaura

1. Yakagadziridzwa PVC yave nzira yekusimudzira: Yakagadziridzwa PVC inogona kuva zvigadzirwa zvemazuva ese mune ramangwana

Nekuti PVC resin ine urombo kuumba processability, senge yakakwira melt viscosity.Kusagadzikana kwemvura, kudzikama kwekupisa, nyore kukonzera kuora, nezvimwewo. PVC zvigadzirwa hazvina kuchembera zvisingaite, zviri nyore kuita brittle, zvakaoma, zvakatsemuka, kusimba kwakashata, kushomeka kwechando, zvichingodaro, saka kazhinji yakagadziridzwa PVC inodiwa.Kugadzirisa zvikanganiso zviri pamusoro.Zvigadzirwa zvePVC zvakagadziridzwa zvinoshandiswa zvakanyanya uye zvinogona kuve zvigadzirwa zvemazuva ese zvekusimudzira mune ramangwana.Mhando dzayo uye kushandiswa kwayo ndeiyi:

2. Kuwedzera kwekudyara kuzadzisa kudiwa kwemusika: kuwedzera kwekudyara kwave kuita indasitiri yekusimudzira

Maererano nehuwandu kubva kuBaichuan Yingfu, nyika yangu inotarisirwa kuwedzera 2.3 mamiriyoni ematani ePVC yekugadzira simba muna 2021. Pakati pavo, Tianjin Dagu ine 80 matani ekutsiva simba, uye Shandong Xinfa neJulong Chemical vose vari kuronga kuwedzera 400,000 matani ehutsva hutsva. .Sezvo huwandu hwekushandisa hwePVC hunowedzera, zvinotarisirwa kuti vagadziri vePVC vachadyara mukuwedzera kuti vazadzise kudiwa kwemusika.

Idzi data riri pamusoro rinobva ku "China's PVC Indasitiri Kugadzira uye Sales Demand uye Investment Forecast Analysis Report" neQianzhan Industry Research Institute.Panguva imwecheteyo, Qianzhan Indasitiri Research Institute inopawo maindasitiri data hombe, tsvakiridzo yeindasitiri, kubvunzana kwemaindasitiri, mepu dzemaindasitiri, kuronga kwemaindasitiri, kuronga kwepaki, uye kukurudzira kwekudyara kwemaindasitiri.Mhinduro dzakadai sekukwezva mari, IPO fundraising feasibility study, uye prospectus kunyora.