Isihloko sokuqala: Ukubona kwangaphambili ngo-2021: “Imephu yePanorama yoShishino lwePVC yaseTshayina ngo-2021″ (enewonga lemarike, ukhuphiswano lomhlaba kunye neendlela zophuhliso, njl.njl.) Umthombo: Iziko loPhando kwiShishini elilindelekileyo
Iinkampani ezinkulu ezidweliswe kwishishini: Xinjiang Tianye (12.060, 0.50, 4.33%) (600075);I-Zhongtai Chemical (17.240, 0.13, 0.76%) (002092);Iqela leBeiyuan (10.380, 0.25, 2.47%) (601568);Iqela leJunzheng (6.390, 0.15, 2.40%) (601216);I-Sanyou Chemical (15.450, -0.13, -0.83%) (600409).
Idatha engundoqo yeli nqaku: amandla oshishino;imveliso yeshishini;imfuno yoshishino
Isishwankathelo soShishino
1. Ingcaciso
I-Polyvinyl chloride, efinyeziweyo njenge-PVC (i-Polyvinyl chloride) ngesiNgesi, i-polymer eyenziwe yi-polymerization ye-vinyl chloride monomer kwi-peroxides, i-azo compounds kunye nabanye abaqalisi;okanye phantsi kwesenzo sokukhanya kunye nobushushu ngokwendlela yokusabela ye-radical polymerization yasimahla.Okwangoku, iindlela zokwahlula ngokubanzi kwishishini lelizwe lam lePVC zibandakanya ukuhlelwa ngokobubanzi besicelo, ulwahlulo ngokwendlela yepolymerization kunye nokuhlelwa ngokwemixholo yeplastiki.Iindidi ezithile zezi zilandelayo:
2. Uhlalutyo lwetsheyini yoshishino: Ikhonkco lemizi-mveliso lide kwaye libandakanya amashishini amaninzi
Ngokweendlela ezahlukeneyo zokuvelisa, izixhobo eziluhlaza kwindawo ephezulu yekhonkco leshishini lePVC nazo zahlukile.Izinto eziphakamileyo zendlela ye-ethylene ziyi-oyile ekrwada kakhulu, kwaye izinto eziluhlaza zendlela ye-calcium carbide ziyityuwa ekrwada kunye namalahle;iindawo eziphakathi kwitsheyini loshishino lwePVC ngamashishini okulungiselela iPVC;iindawo eziphambili zesicelo ezisezantsi ziyiProfayili, iipayipi, iifilimu, iimveliso zephepha, izinto zekhebula kunye nesikhumba sokwenziwa, njl.
Ukususela kumbono wemephu yoshishino lwe-PVC, iinkampani zokuvelisa i-petrochemical ephezulu ye-PVC ziquka iPetroChina kunye neSinopec;iinkampani ezimele imigodi yamalahle ziquka Yanzhou Coal (32.440, -0.86, -2.58%) kunye Shaanxi Coal (15.730, 0.03, 0.19%)), Liaoning Energy (4.880, 0.44, 9.91%) kunye Pingding Coal ( -11.21, -11.21, -11.21 3.69%);Iinkampani zePVC zokuvelisa eziphakathi zibandakanya iXinjiang Tianye, iZhongtai Chemical, iJunzheng Group, iBeiyuan Group, njl.;Iinkampani zeMfuno ezisezantsi ziquka imibhobho kunye namashishini okuvelisa afana neGuofeng Plastic (7.390, 0.23, 3.21%), iTianan New Materials (8.830, 0.42, 4.99%) kunye neBeijing New Group.
Inkqubo yophuhliso lweshishini: Ishishini likwinqanaba lokuphuculwa kwezakhono
Uphuhliso loshishino lwelizwe lam lwePVC lunokwahlulwa lube ngamanqanaba amane.Ukususela kwi-1953 ukuya kwi-1957, i-PVC yayikwinqanaba lophando lokulinga, kwaye iteknoloji yokulungiselela yayiphantsi kophuhliso;ukusuka ngo-1958 ukuya ku-1980, iteknoloji yokulungiselela iPVC yelizwe lam yakhula ngokuthe ngcembe kwaye ishishini laqala ukukhula;ukusuka ngo-1980 ukuya ku-2000, iteknoloji yokulungiselela iPVC yelizwe lam inokufikelela kwimveliso yobuninzi.Ukukhawulezisa uphuhliso;ukususela ngo-2000, iPVC yelizwe lam ikwinqanaba lokuphucula umthamo, kunye nomthamo we-10 yezigidi zeetoni.
Imvelaphi yomgaqo-nkqubo woshishino: imigaqo-nkqubo ikhuthaza uphuhliso lohlaza kushishino
Kwiminyaka yakutshanje, njengoko ulwazi lokukhuselwa kwendalo luye lwathatha iingcambu ezintliziyweni zabantu, njengoshishino olungcolisa kakhulu, urhulumente uye waqhubeka engenisa imigaqo-nkqubo yokulawula uphuhliso lwayo.Imigaqo-nkqubo ethile eyaziswayo ibandakanya ukukhawulela izongezo kunye nezinto ezibangela ukuveliswa kwePVC, ukulinganisa inkqubo yokuvelisa, kunye nokuqhuba uhlolo olukhethekileyo kumashishini angcolisekileyo ukukhuthaza uphuhliso oluluhlaza kunye nekhabhoni ephantsi yoshishino.
Ubume bophuhliso lweshishini:
--Iimpawu zophuhliso lweshishini lePVC: isiphumo esinamandla sokudibanisa ishishini
Okwangoku, uphuhliso loshishino lwelizwe lam lwe-PVC luphawulwa ngoxinzelelo oluphezulu lwengingqi yomthamo wemveliso, ukuxinwa okuphantsi kwamashishini, indlela ye-calcium carbide njengeyona nkqubo iphambili, kunye neziphumo ezinamandla zokudityaniswa kwamashishini.
——Imveliso yePVC yoshishino: Imveliso yePVC iyaqhubeka nokunyuka
Ngokubhekiselele kwimveliso, i-polyvinyl chloride yaseChina (i-PVC) ye-resin output scale iye yagcina isantya esiphezulu ukusuka kwi-2015 ukuya kwi-2020. Ngokutsho kwedatha evela kwi-China Chlor-Alkali Network, imveliso ye-PVC yaseChina ngo-2020 iya kuba yi-22.81 yezigidi zeetoni, ukwanda kwe-13.4 % unyaka nonyaka
Ukusetyenziswa okubonakalayo koshishino lwePVC: ukusetyenziswa okubonakalayo kungaphezulu kweetoni zezigidi ezingama-20
Ukusukela ngo-2016 ukuya ku-2020, ukusetyenziswa kwePVC okubonakalayo kweTshayina kubonise ukukhula ngokubanzi.Ngo-2020, ukusetyenziswa kwePVC okubonakalayo kwe-PVC kuya kuba yi-20.64 yezigidi zeetoni, ukunyuka konyaka-ngonyaka kwe-5.2%.
——Uhlalutyo lwenqanaba lexabiso lePVC: inqanaba lexabiso liyaqhubeka nokunyuka
Ukususela ngo-2012 ukuya ku-2020, amaxabiso ePVC aseTshayina anyuka emva kokuwa.Ngokwedatha ebekwe esweni yi-arhente yoshishino, i-avareji yexabiso lasekhaya lePVC ekuqaleni kuka-2020 yi-6,900 yuan/toni, kwaye ixabiso eliqhelekileyo lasekhaya lePVC ekupheleni konyaka yi-7,320 yuan/toni.Ngokusekelwe kolu balo, kwi-2020, i-avareji yexabiso leyunithi yonyaka ye-PVC e-China iya kuba yi-7110 yuan / ton, ukunyuka konyaka-ngonyaka we-6.4%.
(Qaphela: I-avareji yexabiso lonyaka ibalwa ngokusekelwe kumndilili wexabiso lemihla ngemihla)
(Qaphela: I-avareji yexabiso lonyaka ibalwa ngokusekelwe kumndilili wexabiso lemihla ngemihla)
Uhlahlelo lobungakanani bentengiso yeshishini lePVC: izinga lokukhula kweshishini liya kudlula i-20% ngo-2020
Ngokutsho kwePVC yaseTshayina yesikali = ukusetyenziswa kwePVC * ixabiso leyunithi (ixabiso eliqhelekileyo lonyaka), isikali semarike yePVC yaseChina iya kuqhubeka ikhula ukusuka ku-2015 ukuya ku-2020. Ngo-2020, ixabiso leyunithi yonyaka yePVC eChina yi-7110 yuan / ton. .Ngokusekwe koku, ubungakanani bemarike obuqikelelweyo yi-164.5 yeebhiliyoni zeeyuan, ukunyuka konyaka-ngonyaka ngama-21.7%.
Indawo yokhuphiswano lweshishini
1. Ipateni yokhuphiswano lwengingqi: amandla okuvelisa alawulwa nguMntla-ntshona weChina
Ngokutsho kwedatha ekhutshwe yi-China Chlor-Alkali Association, kwi-2020, uMntla-ntshona ilizwe lam liya kuba neyona ndawo iphezulu yokuvelisa i-PVC, ifikelele kwi-13.76 yezigidi zeetoni;I-North China inamandla okuvelisa i-6.7 yezigidi zeetoni;kwaye iMpuma yeChina inamandla okuvelisa i-2.53 yezigidi zeetoni.Ngokwembono yokusasazwa kweenkampani zePVC zemveliso, iPhondo lelizwe lam iXinjiang yindawo yokuhlanganisana yeenkampani eziphambili zePVC.Iinkampani ezimele ziquka i-Xinjiang Tianye, iZhongtai Chemical, njl.;IPhondo laseShandong likwaliphondo elineenkampani ezininzi zePVC kwilizwe lam, kwaye inkampani emele iXinfa Group., Qingdao Bay, Shandong Yangmei Hengtong Chemical, Sinopec Qilu Branch, Dezhou Shihua, njl. Iinkampani zePVC zelizwe lam zihlala kuMntla weChina kunye noMntla-ntshona weChina, kufuphi nendawo yemigodi ye-raw, ekhuthaza ukonga iindleko.
2. Ipateni yokhuphiswano lweshishini: amandla okuvelisa amashishini aphambili angaphezulu kweetoni ezi-1 zezigidi
Ngokomthamo wemveliso, ipateni yokhuphiswano lweenkampani zePVC zelizwe lam zahlulwe.Inqanaba lokuqala ziinkampani ezinomthamo wokuvelisa ngaphezulu kwe-1 yezigidi zeetoni.Iinkampani ezimeleyo ziquka iinkokheli zemveliso yesizwe ezifana neZhongtai Chemical, Xinjiang Tianye kunye neBeiyuan Chemical;inqanaba lesibini ngumthamo wemveliso ye-50 -1 yezigidi zeetoni zeenkampani, iinkampani ezimele iTianjin Dagu, iSanyou Chemical, iJunzheng Energy kunye nezinye iinkampani ezihamba phambili zengingqi;i-echelon yesithathu ziinkampani ezinomthamo wokuvelisa ongaphantsi kweetoni ze-500,000, iinkampani ezimeleyo ziquka i-Elion Chemical kunye ne-Anhui Asustek, njl. Amashishini amancinci amancinci naphakathi okuvelisa i-PVC.
Amathuba ophuhliso lweshishini kunye noqikelelo lwentsingiselo
1. I-PVC eguquliweyo ibe yindlela yokuphuhlisa: I-PVC eguquliweyo ingaba yimveliso eqhelekileyo kwixesha elizayo
Ngenxa yokuba i-PVC i-resin inokubunjwa okungahambi kakuhle, okufana ne-viscosity ephezulu yokunyibilika.I-fluidity embi, ukuzinza okuphantsi kwe-thermal, kulula ukubangela ukubola, njl.Ukulungisa ezi ntsilelo zingentla.Iimveliso zePVC ezilungisiweyo zisetyenziswa kakhulu kwaye zinokuba ziimveliso eziphambili kuphuhliso lwexesha elizayo.Iintlobo kunye nokusetyenziswa kwayo ngolu hlobo lulandelayo:
2. Ukwandiswa kotyalo-mali ukuhlangabezana neemfuno zemarike: ukwandiswa kotyalo-mali kube yindlela yophuhliso loshishino
Ngokwezibalo ezivela kwi-Baichuan Yingfu, ilizwe lam kulindeleke ukuba longeze i-2.3 yezigidi zeetoni ze-PVC umthamo wokuvelisa kwi-2021. Phakathi kwabo, i-Tianjin Dagu ineetoni ezingama-80 zokutshintsha, kunye ne-Shandong Xinfa kunye ne-Julong Chemical zombini baceba ukongeza iitoni ezingama-400,000 zomthamo omtsha. .Njengoko uluhlu lwezicelo zePVC luba banzi, kulindeleke ukuba abavelisi bePVC batyale imali ekwandiseni ukuhlangabezana nemfuno yemarike.
Le datha ingentla iphuma “kwiNgxelo yeMveliso yoShishino lwePVC yaseTshayina kunye neMfuno yoThengiso kunye neNgxelo yoHlalutyo lweNgqiqo yoTyalo-mali” yiQianzhan Industry Research Institute.Kwangaxeshanye, iQianzhan Industry Research Institute ikwabonelela ngedatha enkulu yemizi-mveliso, uphando lwamashishini, ukubonisana kweshishini, iimephu zoshishino, ucwangciso lwamashishini, ucwangciso lwepaki, kunye nokukhuthazwa kotyalo-mali kwimizi-mveliso.Izisombululo ezinjengomtsalane wotyalo-mali, uphononongo lokunyusa ingxowa-mali ye-IPO, kunye nokubhalwa kweprospectus.
Ixesha lokuposa: Sep-09-2021