Kungena ngo-2023, ngenxa yokwehla kwezinga lezifundazwe ezahlukahlukene, imakethe yomhlaba wonke ye-polyvinyl chloride (PVC) isabhekene nokungaqiniseki.Isikhathi esiningi ngo-2022, amanani entengo ase-Asia nase-United States abonise ukwehla okukhulu kwamanani futhi ehle ngo-2023. Ingena ngo-2023, ezifundeni ezihlukahlukene, ngemva kokulungiswa kweChina kwenqubomgomo yokuvimbela nokulawula ubhubhane, imakethe ilindele ukuphendula. ;ukuze kuliwe nokwehla kwamandla emali, kungase kunyuse izinga lenzalo futhi kunqande isidingo se-PVC yasekhaya e-United States.Endabeni yesidingo esibuthakathaka somhlaba wonke, isifunda sase-Asia kanye ne-United States, eholwa yi-China, yandisa ukuthunyelwa kwe-PVC kwamanye amazwe.Ngokuqondene neYurophu, lesi sifunda sisazobhekana namanani aphezulu amandla kanye nenkinga yokwehla kwamandla emali, futhi kungenzeka ukuthi ngeke kube khona amaphethelo enzuzo embonini esimeme.
IYurophu ibhekene nomthelela wokuwohloka komnotho
Ababambiqhaza bemakethe babikezela ukuthi imizwa yezimakethe ze-alkali yaseYurophu kanye ne-PVC ngo-2023 izoncika ebunzimeni bokuwohloka komnotho kanye nomthelela wazo esidingweni.Ochungechungeni lwezimboni ze-chlorine, inzuzo yomkhiqizi iqhutshwa ibhalansi phakathi kwe-alkali ne-PVC resin, futhi omunye wemikhiqizo ungabuyisela ukulahlekelwa komunye umkhiqizo.Ngo-2021, isidingo sale mikhiqizo emibili sinamandla kakhulu, okuyi-PVC ehamba phambili kuyo.Kodwa-ke, ngo-2022, ngenxa yobunzima bezomnotho nezindleko eziphezulu zamandla, endabeni yokukhuphuka kwamanani e-alkali, ukukhiqizwa okusekelwe ku-chlorine kwaphoqeleka ukuthi kunciphise umthwalo, futhi isidingo se-PVC sehla.Inkinga yokukhiqizwa kwe-chlorine iholele ekuhlinzekeni okuqinile kokutholakala kwe-alkali -okugazingiwe, ukuheha inani elikhulu lama-oda wezimpahla zase-US, futhi intengo yokuthekelisa yase-United States yake yakhuphuka yafinyelela ezingeni eliphakeme kakhulu kusukela ngo-2004. intengo yendawo yama-PVCs ase-Europe yehle kakhulu, kodwa isalokhu inenani eliphakeme kakhulu emhlabeni ekupheleni kuka-2022.
Abahlanganyeli bemakethe babikezela ukuthi engxenyeni yokuqala ka-2023, izimakethe ze-alkali zase-Europe kanye ne-PVC zizoba buthakathaka nakakhulu ngoba isidingo sokugcina abathengi sizocindezelwa ukwehla kwamandla emali.NgoNovemba 2022, abahwebi be-alkaline bathi: "Amanani aphezulu e-alkalinity alinyazwa yisidingo."Kodwa-ke, abanye abathengisi bathi izimakethe ze-alkali ne-PVC ngonyaka ka-2023 zizojwayele ukwenziwa.Intengo yokushisa okuphezulu kanye ne-alkali.
Ukwehla kwesidingo sase-US kukhuthaza ukuphuma
Imithombo yemakethe ithe ngo-2023, abakhiqizi be-chlor -alkaline base-United States abadidiyelwe bazogcina ukukhiqizwa komthwalo osebenza kakhulu futhi balondoloze amanani aqinile e-alkaline, futhi intengo ebuthakathaka ye-PVC kanye nesidingo kulindeleke ukuthi kuqhubeke.Kusukela ngoMeyi 2022, intengo yokuthekelisa ye-PVC yase-US yehle cishe ngama-62%, futhi intengo yokuthekelisa ye-alkaline ethunyelwa ngaphandle kusukela ngoMeyi kuya kuNovemba 2022 ikhuphuke cishe ngama-32%, yase iqala ukwehla.Kusukela ngoMashi 2021, amandla okugazinga aseMelika e-United States ehle ngo-9%, ikakhulukazi ngenxa yochungechunge lokumiswa kokukhiqizwa yinkampani yama-Olympic, ephinde yasekela ukuqiniswa kwamanani e-alkaline.Ukungena ku-2023, amandla amanani entengo e-alkaline azoba buthakathaka, futhi vele ukwehla kungase kube kancane.
I-West Lake Chemical ingomunye wabakhiqizi benhlaka baseMelika bePVC.Ngenxa yesidingo esibuthakathaka samapulasitiki aqinile, inkampani iphinde yehlisa izinga lomthwalo wokukhiqiza futhi yandisa ukuthunyelwa kwayo kwamanye amazwe.Yize ukwehla kwejubane lokwenyuka kwezinga lenzalo kungaholela ekwenyukeni kwesidingo sasekhaya, ababambiqhaza bemakethe bathi ukubuyiselwa komhlaba wonke kuncike ekutheni isidingo sasekhaya saseChina siphinde sakhuphuka.
Naka ukubuyiswa kwezidingo ezingase zibe khona zamaShayina
Imakethe ye-PVC yase-Asia ingase iphinde ibuyele emuva ekuqaleni kuka-2023, kodwa imithombo yemakethe ithe uma isidingo sase-China singakalulami ngokugcwele, ukululama kusazokhawulelwa.Intengo yama-PVC ase-Asia yehle kakhulu ngo-2022, futhi ukunikezwa ngo-December walowo nyaka kwafika ezingeni eliphansi kakhulu kusukela ngoJuni 2020. Imithombo yemakethe ithe izinga lentengo libonakala likhuthaza ukuthengwa kwezindawo futhi lathuthukisa okulindelwe abantu ngokuncipha.
Imithombo iphinde yaveza ukuthi uma kuqhathaniswa no-2022, ivolumu yokuhlinzeka ye-PVC yase-Asia ngo-2023 ingase igcine ileveli ephansi, futhi izinga lomthwalo wokusebenza liyancipha ngenxa yokuphuma kokuqhekeka komfula.Imithombo yezohwebo ibikezela ukuthi ekuqaleni kuka-2023, ukugeleza kwempahla yasekuqaleni yase-US PVC engena e-Asia kuzokwehla.Kodwa-ke, imithombo yaseMelika ithe uma isidingo saseChina siphindeka, ukwehla kokuthunyelwa kwe-PVC yaseChina kungase kubangele ukwanda kokuthunyelwa kwempahla e-US.
Ngokusho kwedatha yamasiko, ukuthunyelwa kwe-PVC yase-China kufinyelele irekhodi lamathani angu-278,000 ngo-Ephreli 2022. Ngo-2022 kamuva, ukuthunyelwa kwe-PVC yase-China kwehla.Ngenxa yokwehla kwezintengo zokuthekelisa ze-PVC zase-US, izintengo ze-PVC zase-Asia zehla futhi izindleko zokuthunyelwa zehla, okuphinde kwaqala kabusha ukuncintisana komhlaba wonke kwe-Asian PVC.Kusukela ngo-Okthoba 2022, ukuthunyelwa kwe-PVC yase-China bekungamathani angu-96,600, izinga eliphansi kakhulu kusukela ngo-Agasti 2021. Eminye imithombo yemakethe yase-Asia yathi ngokulungiswa kwe-China kokuvimbela ubhubhane, isidingo sase-China sizophinde sibe khona ngo-2023. Ngakolunye uhlangothi, ngenxa yezindleko eziphezulu zokukhiqiza, izinga lokusebenza kwemboni yaseChina iPVC ekupheleni kuka-2022 lehlile lisuka ku-70% laya ku-56%.
Ingcindezi ye-Inventory inyusa i-PVC futhi isantula ukushayela
Iqhutshwa ukulindela okuhle kwemakethe ngaphambi koMkhosi Wasentwasahlobo, i-PVC yaqhubeka nokukhuphuka, kodwa ngemva konyaka, kwakuseyinkathi yokungasebenzi.Isidingo asikashiswa okwamanje, futhi imakethe ibuyele eqinisweni eliyisisekelo elibuthakathaka.
Ubuthakathaka obuyisisekelo
Ukunikezwa kwe-PVC kwamanje kuzinzile.Ekupheleni kukaNovemba wonyaka odlule, inqubomgomo yezindawo ezithengiswayo yaqala, futhi nokulawulwa kobhubhane kwathuthukiswa.Kunikeze imakethe amathemba amahle kakhulu.Intengo yaqhubeka nokusimama, futhi inzuzo yabuyiselwa kanyekanye.Inani elikhulu lemishini yokulungisa kancane kancane laqala kabusha umsebenzi ekuqaleni futhi lenyusa izinga lokuqala.Izinga lokusebenza lamanje le-PVC lingama-78.5%, elisezingeni eliphansi ngesikhathi esifanayo uma kuqhathaniswa neminyaka edlule, kodwa ukunikezwa kuzinzile esimweni sokwandisa umthamo wokukhiqiza kanye nesidingo esinganele sesikhathi eside.
Mayelana nesidingo, ngokombono wangonyaka odlule, ukwakhiwa komfula ongezansi kwakusezingeni eliphansi kakhulu ngonyaka odlule.Ngemuva kokuthi ukulawula ubhubhane sekuthuthukisiwe, isibalo esiphezulu salolu bhubhane sesenzekile, futhi isidingo sesizini yangaphandle ebusika siye sehla nakakhulu ngaphambi nangemuva koMkhosi Wasentwasahlobo.Manje, ngokuya ngesizini, kuthatha isonto elilodwa noma amabili ukuqala ngemuva koMkhosi Wasentwasahlobo ukuze uqale ukuthuthukisa, futhi indawo yokwakha idinga ukukhuphuka kwezinga lokushisa.Unyaka Omusha kulo nyaka ungaphambi kwalokho, ngakho inyakatho idinga isikhathi eside sokuqalisa kabusha ngemva koMkhosi Wasentwasahlobo.
Mayelana nokusungula, i-East China yokusungula iqhubekile nokugcina iphezulu ngonyaka odlule.Ngemuva kuka-Okthoba, umtapo wezincwadi wawubangelwa ukwehla kwe-PVC, ukwehla kokunikezwayo, kanye nokulindelwe yimakethe ngesidingo sesikhathi esizayo.Ngokuhambisana nomsebenzi wokumisa ongezansi woMkhosi Wasentwasahlobo, uhlu lwamagama luqongelele kakhulu.Njengamanje, i-East China ne-South China PVC yokusungula ingamathani angama-447,500.Kusukela kulo nyaka, amathani angu-190,000 aqoqwe, futhi umfutho we-inventory mkhulu.
Izinga lokuba nethemba
Imikhawulo ekwakhiweni kwezindawo zokwakha nezokuthutha ikhanseliwe.Inqubomgomo yezindlu nezindlu yethulwa ngokuqhubekayo ekupheleni konyaka odlule, futhi imakethe kulindeleke ukuthi ibuyise isidingo sezindlu nezindlu.Kodwa eqinisweni, kusenokuningi ukungaqiniseki okukhulu manje.Indawo yokuxhasa ngezimali yamabhizinisi athengisa izindlu iyaphumuza, kodwa noma ngabe uxhaso lwenkampani luthuthukisa izindlu ezithengiswayo noma lusheshisa ukwakhiwa kwezakhiwo.Ngokuseduze.Ekupheleni konyaka odlule, silindele ukuthi ukwakhiwa kwezindlu ezithengiswayo kuzoba ngcono kulo nyaka.Ngokombono womshwalense, kusekhona igebe elincane phakathi kwesimo sangempela kanye nokulindelwe.Ngaphezu kwalokho, ukuzethemba namandla okuthenga abathengi bezindlu nakho kubalulekile, futhi kunzima ukukhulisa ukuthengiswa kwezindlu.Ngakho-ke ngokuhamba kwesikhathi, isidingo se-PVC sisalindeleke ukuthi silulame, kunokuba sithuthukiswe kakhulu.
Ilinde indawo yokushintsha yempahla ivela
Khona-ke, isici samanje esiyisisekelo sisesimweni sokungabi nalutho, futhi ingcindezi yokusungula iphezulu.Ngokwezinkathi ezithile zonyaka, i-inventory ingena emjikelezweni wendawo okuyiwa kuyo wesizini futhi idinga ukulinda abakhiqizi be-PVC abakhuphuka nomfula ukuthi bafake ukunakekelwa kwentwasahlobo, ukwehla kokuhlinzeka, kanye nokuthuthukiswa okuphelele kokwakhiwa komfula.Uma ukuguqulwa kwenani lempahla kungalethwa esikhathini esizayo esiseduze, kuzodlala indima eqinile ekubuyiseleni izintengo ze-PVC.
Isikhathi sokuthumela: Feb-16-2023