Cinwaanka asalka ah: Saadaasha 2021: "Panorama Map of China's PVC Industry in 2021" (oo leh heerka suuqa, muuqaalka tartanka iyo isbeddellada horumarka, iwm.) Isha: Machadka Cilmi-baarista Warshadaha ee Mustaqbalka
Shirkadaha waaweyn ee liiska ku jira ee warshadaha: Xinjiang Tianye (12.060, 0.50, 4.33%) (600075);Kiimikada Zhongtai (17.240, 0.13, 0.76%) (002092);Kooxda Beiyuan (10.380, 0.25, 2.47%) (601568);Kooxda Junzheng (6.390, 0.15, 2.40%) (601216);Sanyou Chemical (15.450, -0.13, -0.83%) (600409).
Xogta asaasiga ah ee qodobkan: awoodda warshadaha;wax soo saarka warshadaha;baahida warshadaha
Dulmarka Warshadaha
1. Qeexid
Polyvinyl chloride, oo loo soo gaabiyo PVC (Polyvinyl chloride) ee Ingiriisiga, waa polymer ka samaysan polymerization of vinyl chloride monomer ee peroxides, xeryahooda azo iyo kuwa kale ee bilaabay;ama hoos ficilka iftiinka iyo kulaylka iyadoo loo eegayo habka falcelinta polymerization ee xorta ah.Waqtigan xaadirka ah, hababka kala soocidda guud ee warshadaha PVC ee dalkayga waxaa ka mid ah kala soocida iyadoo loo eegayo baaxadda codsiga, kala-soocidda iyadoo loo eegayo habka polymerization iyo kala-soocidda iyadoo loo eegayo nuxurka balaastiigga.Qaybaha gaarka ah waa sida soo socota:
2. Falanqaynta silsiladda warshaduhu: Silsiladda warshaduhu waa mid dheer oo ku lug leh warshado badan
Marka loo eego hababka wax soo saarka ee kala duwan, alaabta ceeriin ee kor u kaca ee silsiladda warshadaha ee PVC ayaa sidoo kale ka duwan.Agabka sare ee habka ethylene waa saliid ceyriin, iyo alaabta ceeriin ee habka calcium carbide inta badan waa cusbo cayriin iyo dhuxusha;dhexda dhexe ee silsiladda warshadaha PVC waa shirkadaha diyaarinta PVC;goobaha codsiga hoose ee ugu muhiimsan waa Profiles, tuubooyinka, filimada, alaabta waraaqaha, qalabka cable iyo maqaar macmal ah, iwm.
Marka laga eego dhinaca khariidadda warshadaha PVC, shirkadaha wax soo saarka batroolka ee kor u kaca ee PVC waxaa ka mid ah PetroChina iyo Sinopec;Shirkadaha dhuxusha ee wakiil ka ah waxaa ka mid ah Yanzhou Coal (32.440, -0.86, -2.58%) iyo Shaanxi Coal (15.730, 0.03, 0.19%), Liaoning Energy (4.880, 0.44, 9.91%) iyo Pinging Coal (11 -0.210,) 3.69%);Shirkadaha wax soo saarka dhexda ee PVC waxaa ka mid ah Xinjiang Tianye, Zhongtai Chemical, Junzheng Group, Beiyuan Group, iwm .;Shirkadaha dalabka ee hoose waxaa ka mid ah tuubooyinka iyo warshadaha wax soo saarka sida Guofeng Plastic (7.390, 0.23, 3.21%), Tianan New Materials (8.830, 0.42, 4.99%) iyo Beijing New Group.
Habka horumarinta warshadaha: Warshadaha ayaa ku jira marxaladda kor u qaadida awoodda
Horumarinta warshadaha dalkayga ee PVC waxa loo qaybin karaa afar marxaladood.Laga soo bilaabo 1953 ilaa 1957, PVC waxay ku jirtay marxaladda cilmi-baarista tijaabada ah, iyo tignoolajiyada diyaarinta ayaa ku hoos jirtay horumarinta;laga bilaabo 1958 ilaa 1980, tignoolajiyada diyaarinta PVC ee dalkayga ayaa si tartiib tartiib ah u bislaaday, warshaduhuna waxay bilaabeen inay horumariyaan;laga bilaabo 1980 ilaa 2000, tignoolajiyada diyaarinta PVC ee dalkayga waxay gaari kartaa wax soo saar ballaaran.Horumarinta horumarinta;tan iyo 2000, PVC-ga dalkaygu wuxuu ku jiraa marxaladda kor u qaadida awoodda, oo leh awood 10 milyan oo tan.
Asalkii siyaasadda warshadaha: siyaasaduhu waxay kor u qaadaan horumarka cagaaran ee warshadaha
Sanadihii u dambeeyay, iyadoo wacyigelinta ilaalinta deegaanku ay ku xididaysatay quluubta dadka, maadaama ay tahay warshad aad u wasakhaysan, dawladdu waxay si joogto ah u soo bandhigtay siyaasado lagu nidaaminayo horumarkeeda.Siyaasadaha gaarka ah ee la soo bandhigay waxaa ka mid ah xaddidida waxyaabaha lagu daro iyo kicinta ee habka wax soo saarka PVC, habaynta habka wax soo saarka, iyo samaynta kormeero gaar ah oo ku saabsan shirkadaha wasakhaynta sare leh si kor loogu qaado horumarka cagaarka iyo kaarboon-yar ee warshadaha.
Heerka horumarinta warshadaha:
-- Tilmaamaha horumarinta ee warshadaha PVC: saamaynta isdhexgalka warshadaha xooggan
Waqtigan xaadirka ah, horumarinta warshadaha PVC ee dalkayga waxaa lagu gartaa diiradda sare ee gobolka ee awoodda wax soo saarka, uruurinta hoose ee shirkadaha, habka calcium carbide sida habka ugu muhiimsan, iyo saameynta isdhexgalka warshadaha xooggan.
——Wax soo saarka warshadaha PVC: Wax soo saarka PVC ayaa sii kordheysa
Marka la eego wax soo saarka, miisaanka wax soo saarka resin polyvinyl chloride (PVC) ee Shiinaha ayaa sii waday kor u kac joogto ah laga bilaabo 2015 ilaa 2020. Sida laga soo xigtay xogta Shabakadda Chlor-Alkali ee Shiinaha, wax soo saarka PVC ee 2020 wuxuu noqon doonaa 22.81 million tons, korodhka 13.4 % sanad-sanadka
——Isticmaalka muuqda ee warshadaha PVC: isticmaalka muuqdaa waxa uu ka sarreeyaa 20 milyan oo tan
Laga soo bilaabo 2016 ilaa 2020, isticmaalka muuqda ee Shiinaha ee PVC wuxuu muujiyay isbeddel guud oo korriin ah.Sannadka 2020, isticmaalka muuqda ee Shiinaha ee PVC wuxuu noqon doonaa 20.64 milyan tan, koror sannad-sannad ka ah 5.2%.
——Falanqaynta heerka qiimaha PVC: heerka sicirku wuu sii socdaa
Laga bilaabo 2012 ilaa 2020, qiimaha PVC ee Shiinaha ayaa kor u kacaya ka dib markii uu hoos u dhacay.Marka loo eego xogta ay kormeerayso wakaalada ganacsiga, celceliska qiimaha PVC ee gudaha bilowga 2020 waa 6,900 yuan/ton, iyo celceliska qiimaha guud ee gudaha ee PVC dhamaadka sanadka waa 7,320 yuan/ton.Iyada oo ku saleysan xisaabintan, sanadka 2020, celceliska qiimaha cutubka sanadlaha ah ee PVC ee Shiinaha wuxuu noqon doonaa 7110 yuan/ton, sanad-sannad koror dhan 6.4%.
(Fiiro gaar ah: Celceliska qiimaha sanadlaha waxaa lagu xisaabiyaa iyadoo lagu salaynayo celceliska qiimaha maalinlaha ah)
(Fiiro gaar ah: Celceliska qiimaha sanadlaha waxaa lagu xisaabiyaa iyadoo lagu salaynayo celceliska qiimaha maalinlaha ah)
—— Falanqaynta cabbirka suuqa ee warshadaha PVC: heerka kobaca warshaduhu wuxuu dhaafi doonaa 20% sanadka 2020
Marka loo eego miisaanka suuqa PVC ee Shiinaha = isticmaalka PVC * qiimaha halbeegga (celcelis ahaan qiimaha sanadlaha), miisaanka suuqa PVC ee Shiinaha ayaa sii wadi doona inuu koro 2015 ilaa 2020. Sannadka 2020, celceliska qiimaha halbeegga sanadlaha ah ee PVC ee Shiinaha waa 7110 yuan/ton .Iyada oo taas lagu salaynayo, qiyaasta suuqa ayaa lagu qiyaasay 164.5 bilyan yuan, korodhka sanadba sanadka ka dambeeya 21.7%.
Muuqaalka tartanka warshadaha
1. Habka tartanka gobolka: awoodda wax-soo-saarka waxaa u badan Waqooyiga-galbeed ee Shiinaha
Marka loo eego xogta ay soo saartay Shiinaha Chlor-Alkali Association, sanadka 2020, Waqooyi-galbeed dalkaygu wuxuu yeelan doonaa awoodda wax-soo-saarka PVC ee ugu sarreysa, isagoo gaaraya 13.76 milyan oo tan;Waqooyiga Shiinaha waxay leedahay awood wax soo saar 6.7 milyan oo tan;iyo Bariga Shiinaha ayaa leh awood wax soo saar 2.53 milyan oo tan.Marka loo eego qaybinta shirkadaha wax soo saarka PVC, gobolka Xinjiang ee dalkaygu waa meel ay isugu yimaadaan shirkadaha PVC ee hormuudka ka ah.Shirkadaha wakiillada waxaa ka mid ah Xinjiang Tianye, Zhongtai Chemical, iwm.;Gobolka Shandong sidoo kale waa gobol leh shirkado badan oo PVC ah oo dalkayga ku yaal, shirkadda wakiilna waa Xinfa Group., Qingdao Bay, Shandong Yangmei Hengtong Chemical, Sinopec Qilu Branch, Dezhou Shihua, iwm. Shirkadaha PVC ee dalkayga waxay inta badan ku yaalaan Waqooyiga Shiinaha iyo Waqooyi-galbeed ee Shiinaha, oo u dhow goobta macdanta ceeriin, taas oo ku habboon badbaadinta kharashka.
2. Habka tartanka ganacsiga: awoodda wax soo saarka ee shirkadaha hormuudka ah waa in ka badan 1 milyan oo tan
Marka loo eego awoodda wax-soo-saarka, qaabka tartanka ee shirkadaha PVC ee waddankayga waa la kala qaybiyay.Heerka koowaad waa shirkadaha leh wax soo saarka in ka badan 1 milyan oo tan.Shirkadaha wakiillada waxaa ka mid ah hoggaamiyeyaasha awoodda wax soo saarka qaranka sida Zhongtai Chemical, Xinjiang Tianye iyo Beiyuan Chemical;heerka labaad waa awoodda wax soo saarka ee 50 -1 milyan oo tan oo shirkado ah, shirkadaha wakiil ka yihiin Tianjin Dagu, Sanyou Chemical, Junzheng Energy iyo shirkadaha kale ee hormuudka ka ah gobolka;echelon saddexaad waa shirkado leh awood wax soo saar oo ka yar 500,000 tan, shirkadaha wakiil ka ah waxaa ka mid ah Elion Chemical iyo Anhui Asustek, iwm. Shirkadaha yar yar iyo kuwa dhexdhexaadka ah ee wax soo saarka PVC.
Rajada horumarinta warshadaha iyo saadaasha isbeddelka
1. PVC-ga oo la beddelay waxa ay noqotay isbeddel horumarineed: PVC-ga la beddelay waxa laga yaabaa in ay mustaqbalka noqoto badeecadaha caadiga ah
Sababtoo ah xabagta PVC ayaa leh hab-socodka qaabaynta oo liidata, sida viscosity dhalaalid sare.Dheecaan liidata, xasilloonida kulaylka hooseeya, fududahay in la keeno burburka, iwm. Alaabta PVC waxay leeyihiin caabbinta gabowga liidata, fududahay in ay noqdaan kuwo jajaban, adag, dildilaac ah, qallafsanaan liidata, caabbinta qabow liidata, iwm, sidaas darteed guud ahaan PVC wax laga beddelay ayaa loo baahan yahay.Si loo dhamaystiro dhaliilaha kor ku xusan.Alaabooyinka PVC ee la beddelay ayaa si weyn loo isticmaalaa waxaana laga yaabaa inay noqdaan alaabooyinka caadiga ah ee horumarinta mustaqbalka.Noocyadiisa iyo adeegsigeedu waa sidan soo socota:
2. Balaadhinta maalgashiga si loo daboolo baahida suuqa: balaadhinta maalgashigu waxa ay noqotay horumar warshadeed
Marka loo eego tirakoobyada Baichuan Yingfu, dalkayga ayaa la filayaa inuu ku daro 2.3 milyan oo tan oo awood wax soo saar ah oo PVC ah 2021. Waxaa ka mid ah, Tianjin Dagu waxay leedahay 80 tan oo awood ah, iyo Shandong Xinfa iyo Julong Chemical labaduba waxay qorsheynayaan inay ku daraan 400,000 tan oo awood cusub ah. .Maaddaama kala duwanaanshaha codsiga ee PVC uu sii ballaaranayo, waxaa la filayaa in soosaarayaasha PVC ay maalgashi ku sameyn doonaan ballaarinta si ay u daboolaan baahida suuqa.
Xogta kore waxay ka timid "Wax soosaarka Warshadaha PVC ee Shiinaha iyo Baahida Iibka iyo Warbixinta Falanqaynta Saadaasha Maalgelinta" ee Machadka Cilmi-baarista Warshadaha ee Qianzhan.Isla mar ahaantaana, Machadka Cilmi-baarista Warshadaha ee Qianzhan wuxuu sidoo kale bixiyaa xogta weyn ee warshadaha, cilmi-baarista warshadaha, la-talinta silsiladda warshadaha, khariidadaha warshadaha, qorsheynta warshadaha, qorsheynta beeraha, iyo dhiirigelinta maalgashiga warshadaha.Xalka sida soo jiidashada maalgashiga, IPO lacag ururinta daraasadda suurtogalka ah, iyo qorista rajada.
Waqtiga boostada: Sebtembar-09-2021