China ke moreki e moholo le mohlahisi oa lihlahisoa tsa lik'hemik'hale.Lefapheng lena, naha ea heso e 'nile ea phunyeletsa mefokolo ea theknoloji le ho fumana liphello tse ngata.Hona joale, indasteri ea lik'hemik'hale e ile ea boela ea fumana litaba tse monate.
Ho ea ka tlaleho ea morao-rao e tsoang ho mecha ea litaba ka Mantaha (Phupu 5), lipalo-palo li bontša hore matla a tlhahiso ea li-glove tsa PVC ea Chaena a etsa karolo ea 90% ea kakaretso ea lefats'e, 'me 90% ea liatlana tsa PVC tsa naha ea heso li rekisitsoe ka ntle.Ka 2020, tlhahiso ea naha ea heso ea PVC e tla fihla ho lithane tse limilione tse 20.74, e be ea pele lefatšeng.
Ho phaella moo, ho na le "pele" tse ngata naheng ea rona.Ka 2020, naha ea heso e hlahisitse lithane tse 894,000 tsa spandex, e maemong a pele lefatšeng.Ho hlahisoa ha lik'hemik'hale tse ngata ka bongata tse kang lihatsetsi tsa moloko oa boraro, li-resin tsa maiketsetso, likhoele tsa khalase, methanol, molora oa soda le lithaere le tsona li maemong a pele lefatšeng.
Keketseho ea tlhahiso ea lihlahisoa tsena tsa lik'hemik'hale e tlisitse melemo e mengata indastering ea lik'hemik'hale ea naha ea heso.Lipalo-palo li bontša hore likhoeling tse hlano tse qalang tsa selemo sena, lekeno la indasteri ea lik'hemik'hale le ne le le holimo ho li-yuan tse libilione tse 5.50, lekeno le eketsehile ka hoo e ka bang 32,8%, 'me phaello e ne e le li-yuan tse limilione tse likete tse 507.69, keketseho ea makhetlo a 5,6.Ho phaella moo, ho tloha ka la 1 Phupu, hoo e ka bang 80% ea lik'hamphani tsa lik'hemik'hale tsa A-share li lebeletse hore ts'ebetso ea bona ea nakong e tlang e hōle.
Katleho ya diphetho tse babatsehang hakana e ruile molemo ntlafatsong e tswelang pele ya thekenoloji ya indasteri ya dikhemikhale ya naha ya heso.naha ea heso e se e phunyeletse thepa ea thekenoloji mokoallo oa 48K khōlō tow carbon faeba, morena oa thepa e ncha.Boima ba thepa ena e bitsoang "khauta e ntšo" e ka tlaase ho karolo ea bone ea tšepe, 'me bophara ba eona ke karolo ea bohlano feela ea moriri.E 'ngoe, empa matla a eona a ka fihla makhetlo a 7 ho isa ho makhetlo a 9 a tšepe.E ka sebelisoa haholo ha ho etsoa lithupa tsa ho tšoasa litlhapi, lirakete tsa badminton, likhetla tsa lifofane le li-blade tsa fene tsa matla a moea.
U tlameha ho tseba hore naha ea heso e kile ea itšetleha ka thepa e tsoang kantle ho naha bakeng sa theknoloji ena.Ka mor'a lilemo tsa lipatlisiso, qetellong e ile ea khona ho tlosa thibelo ea theknoloji.Ho bohlokoa ho bolela hore lik'hamphani tsa China le tsona li lula li batla katleho lefapheng lena.Morero oa Shanghai Petrochemical o nang le matsete a kakaretso ea li-yuan tse libilione tse 3.5-"12,000 tons/selemo 48K kholo ea tow carbon fiber" e qalile ka la 4 Pherekhong 2021.
Batho ba ka hare ba boletse hore ts'ebetso ea hona joale ea indasteri ea lik'hemik'hale ea malapeng e fetisitse litebello.Go ya ka kgatelopele ye ya tlhabollo, tlhabollo ya intasteri ya dikhemikhale ya naga ya gešo e tla kgona go fihlelela maemo a godimo, go ba le bokgoni bja ditheknolotši tša intasteri, le go hwetša dišere tše oketšegilego mmarakeng wa lefase wa dikhemikhale.
Khahlano lipakeng tsa phepelo le tlhoko ha e hlahelle, phetoho ea litheko tsa PVC ea bokamoso e kopana le litšitiso.
Bokamoso ba PVC bo ile ba fetoha maemong a holimo, empa mefuta ea ts'ebetso e ile ea theohela tlase.Ho phahama ha bokamoso ho ile ha matlafatsa boitšepo ba barupeluoa ba mebaraka.Theko e tloaelehileng ea 'maraka oa lehae oa PVC e ile ea nyoloha,' me mehloli e theko e tlaase ea thepa 'marakeng e ne e ntse e le thata ho fumana.Le hoja bokamoso bo tsohile 'me motheo oa PVC o folile,' maraka oa libaka o ntse o le boemong bo phahameng.Libakeng tse ka sehloohong tsa tlhahiso ea leboea-bophirimela, khatello ea thepa ea likhoebo ha e kholo, ba bang ba ntse ba e-na le litaelo tsa pele ho thekiso, 'me mantsoe a qotsitsoeng a fektheri ea khale a phahamisitsoe ka mokhoa o moqotetsane,' me a ka fetoloa ka mokhoa o bonolo ho ea ka maemo a bona.Boholo ba lisebelisoa tsa tlhahiso li sebetsa hantle, 'me boemo ba ho qala ha indasteri ea PVC bo bolokiloe hoo e ka bang 84%.Ho na le merero e fokolang ea ntlafatso ea likhoebo nakong e tlang, 'me phepelo e tiileng ea PVC e tla fokotsoa.Litheko tsa khale tsa feme tsa calcium carbide ka bomong li nyolohile, 'me litheko tsa theko li ntse li tsitsitse ka kakaretso.Ka lebaka la tšusumetso e matla ea ho lekanyetsoa ha motlakase ho Inner Mongolia, haholo-holo sebakeng sa Wumeng, phepelo ea calcium carbide e thata ho hlaphoheloa ka nako e khuts'oane.Leha ho le joalo, ha ho nahanoa ka kamohelo e tlaase, ho lokisoa ha theko ea calcium carbide hoa utloahala, 'me litšenyehelo tsa PVC li phahame.Monyetla oa theko ea 'maraka o ile oa nyamela,' me linyehelo tsa barekisi li ne li tiile, tse ling tsa tsona li phahamisitsoe ka li-yuan tse ka bang 30/ton.Mmaraka o tlase ha o chesehele haholo ho lelekisa ho phahama, ka khaello ea lipotso tse sebetsang, le ho tlatsa thepa ka litheko tsa theko.Palo ea sebele ea khoebo e ntlafetse ha e bapisoa le nako e fetileng.Lipalo-palo tsa morao-rao li bontša hore palo ea thepa ea thepa ea PVC ka May e fokotsehile ho lithane tsa 216,200, empa fensetere ea arbitrage ea ho romela thepa ka June e ne e koetsoe ka nako e ngata, 'me palo ea thepa ea PVC e lebeletsoe hore e fokotsehe ka tekanyo e phahameng.Palo ea batho ba fihlang 'marakeng e batla e le nyane,' me kakaretso ea kakaretso ea sechaba ea PVC e Chaena Bochabela le China Boroa e theohetse ho lithane tse 145,000.Ho thata ho bokella ka potlako ka nako e khutšoanyane, 'me thepa e tlaase e fana ka tšehetso e matla.Ka phepelo e ntseng e eketseha le tlhokahalo e fokolang, metheo ea PVC e lebelletsoe ho fokola.Hajoale, khanyetsano ea 'maraka e ntse e sa hlahella.Tlas'a boemo ba premium ea boemo bo holimo, tokiso e kholo ea konteraka e lieha hanyane, e bonts'a mokhoa oa ho feto-fetoha ho hoholo.Lintlha tse ka holimo li shebile ka nakoana khanyetso e haufi le 8800, 'me ho kgothaletswa ho boloka monahano oa bearish o sebetsa.
1. Litheko tsa bokamoso lia fetoha
Bokamoso ba PVC bo fihlile 9435 bohareng ba Mots'eanong, bo behile boemo bo bocha bakeng sa selemo mme hape bo fihlile holimo lilemong tse leshome tse fetileng.Ha theko e ntse e eketseha, khatello e holimo ho PVC e eketsehile, lebelo la ho phahama ho tsoelang pele le fokola, 'me disk e lokisoa ka mokhoa o utloahalang.Bohareng ba matla a khoheli a PVC a fokotsehile ka mokhoa o fokolang, a oela ka tlase ho letšoao la 9000, 'me ha e le hantle a fetoha ho tloha 8500-9000, a leka khafetsa tšehetso ea matšoao a 8500.Ho elella bofelong ba June, konteraka e kholo e ile ea oa ka matsatsi a tšeletseng a latellanang a khoebo 'me ka katleho e ile ea robeha, ea fihla bonyane ba 8295. 'Maraka oa sebaka o na le phaello e tebileng.Tabeng ea motheo o phahameng, ka mor'a nako e khutšoanyane ea ho kopanya sebakeng sa 8300-8500, PVC e ile ea boela ea hula, ea senya karolelano ea matsatsi a 20, 'me ea hlaphoheloa ho fihlela haufi le letšoao la 8700.
2. letheba le batla le le matla
Ho oa ha bokamoso ho ama maikutlo a barupeluoa ba 'maraka.Litheko tsa 'maraka tsa PVC tsa lehae li latetse ka mokhoa o hlephileng, empa ho ntse ho se na mehloli e mengata ea theko e tlase.Ha ho na mehloli e mengata e ajoang ea thepa 'marakeng, e ts'ehetsang ts'ebetso ea maemo a holimo ea litheko tsa sebaka sa PVC.Khatello e lehlakoreng la phepelo ea noka ha e matla hajoale, mantsoe a qotsitsoeng a lik'hamphani tse karolong e ka leboea-bophirima ea tlhahiso ea lihlahisoa ha a so fetohe haholo, 'me tlhoko ea 'maraka e tlase e fokotsehile, empa thepa ea sechaba e maemong a tlase. khohlano lipakeng tsa phepelo le tlhoko ha e kholo.Khoutu ea mofuta oa 5 oa lisebelisoa tsa calcium carbide: China Bochabela bo fetisetsoang chelete e fetisetsoa ka bobona 9000-9100 yuan/ton, China Boroa ba China Boroa ba phapanyetsano ea chelete ba itokolla 9070-9150 yuan/ton, Hebei cash transfer to 8910-8980 yuan/ton. , Shandong chelete e fetisetsoa ho 8900-8980 yuan/ Ton.
Nako ea poso: Jul-10-2021