Okwamanje,I-PVCinamandla kakhulu emikhiqizweni yamandla namakhemikhali, futhi inqunyelwe umthelela kawoyela ongahluziwe nezinye izinto eziyinqwaba.Ngemuva kokulungiswa okuncane ekubukeni kwemakethe, kusekhona ukuhamba okukhuphukayo.Kunconywa ukuthi abatshalizimali balawule izikhundla zabo futhi bathenge ikakhulukazi kuma-dips.
Ngemuva kweholidi likaMeyi, umugqa obalulekile wokuhweba ngokukhuphuka kwamandla emali ezimakethe kanye nokushoda kwempahla ubonakala kakhudlwana, futhi izinhlobo ezinjengamalahle ashisayo ne-rebar, ezithintwa kakhulu inqubomgomo yokungathathi hlangothi kwekhabhoni, zikhule ngokushesha.Kulo mongo, intengo ye-PVC nayo ilandele umkhuba okhuphukayo.Phakathi kwazo, inkontileka ye-PVC ye-futures 2109 ikhuphuke yafinyelela phezulu ku-9435 rmb/ton, futhi intengo ye-East China calcium carbide type 5 nayo ikhuphuke kakhulu eminyakeni engu-20 edlule, ikhuphuke yafinyelela cishe ku-9450 rmb/ton.Kodwa-ke, izinhlobo zezinto eziluhlaza ezikhuphuka nomfula zikhuphuke kakhulu izinsuku eziningi zilandelana, okunomthelela omkhulu enzuzweni yokukhiqiza okuphakathi nendawo kanye nokwehla komfula.
Ngomhla ziyi-12 kuNhlaba, uMkhandlu Kazwelonke wawudinga impendulo ephumelelayo ekukhuphukeni okushesha ngokweqile kwamanani ezimpahla kanye nemiphumela yawo yokubambisa;ngoMeyi 19, uMkhandlu Wombuso wawudinga izinyathelo ezibanzi zokuvikela ukuhlinzekwa kwempahla ngobuningi futhi unqande ukwenyuka kwamanani okungenangqondo ekuphenduleni izinguquko zemakethe.Ngokuthintwa ukulindela kwale nqubomgomo, izimpahla eziyinqwaba zehle ekuhwebeni okufanayo kwasemini nasebusuku.Ukwehla okukhulu kwe-PVC ngalolo suku kwakucishe kube ngu-3.9%.Kodwa-ke, uma kuqhathaniswa nezinto zokwakha ezimnyama neminye imikhiqizo yamandla, ububanzi bokulungiswa kwe-PVC bulinganiselwe.Ingabe ingaba namandla kangako esikhathini esizayo?
Isidingo esingenazinkathazo phakathi nonyaka
Ngokombono wokunikezwa, ukukhiqizwa kwamapulasitiki ahlukahlukene kuye kwanda kakhulu ezinyangeni ezine zokuqala zalo nyaka.Ukuthatha i-PP njengesibonelo, ukukhiqizwa okuhlanganisiwe kwamapellets e-polypropylene kusukela ngoJanuwari kuya ku-Ephreli kwakuyi-9,258,500 amathani, ukwanda kwe-15.67% unyaka nonyaka;ukukhiqizwa kwe-polyvinyl chloride okuhlanganisiwe kwaba amathani ayizigidi ezingu-7.665, okuwukunyuka kwamathani ayizigidi ezingu-1.06 uma kuqhathaniswa nesikhathi esifanayo ngo-2020, okukhuphuke ngo-16.09%.Esigabeni sesibili nesesithathu, isilinganiso se-PVC sasekhaya sanyanga zonke sizohlala sicishe sibe ngamathani ayizigidi eziyi-1.9.Ngaso leso sikhathi, ngenxa yomthelela wokuncishiswa kokuhlinzekwa kwempahla phesheya kwezilwandle phakathi noMkhosi Wasentwasahlobo, ukuthunyelwa okuqondile kwezinto zokusetshenziswa kwe-PVC kukhuphuke ngamathani acishe abe ngu-360,000 unyaka nonyaka ezinyangeni ezintathu zokuqala zalo nyaka.Mayelana nokuhlinzekwa kwamazwe aphesheya kwezilwandle, ukwakhiwa kwamazwe ngamazwe kuye kwanda kancane kancane, futhi kulindeleke ukuthi kukhuphuke kakhulu onyakeni kusukela ngoJulayi kuya ku-August.Ngakho-ke, kusukela ekubukeni kwenyanga nenyanga, ukunikezwa kwamadiski angaphandle kukhula kancane kancane, futhi umbhali uye wabona ukulungiswa okuthile ngentengo ye-PVC kumadiski angaphandle esikhathini esizayo esiseduze.
Ngasohlangothini lwesidingo, ukuthengiswa okuqondile kwezwe lami kwempushana ye-PVC ikakhulukazi i-India ne-Vietnam, kodwa ivolumu yokuthekelisa ye-PVC ngoMeyi ingase yehliswe kakhulu ngenxa yesidingo esibuthakathaka esibangelwa ubhadane lwaseNdiya.Muva nje, igebe lentengo lePVC India-China lehle ngokushesha lafinyelela cishe ku-$130/ton, futhi iwindi lokuthumela ngaphandle selicishe livalwe.Kamuva, ukuthunyelwa okuqondile kwempushana yaseShayina kungase kube buthaka.Mayelana nokuthunyelwa kwemikhiqizo ye-terminal, ngokusho kokubona komlobi, indawo yase-US okwamanje ibonisa izimpawu zobuthakathaka, kodwa umkhuba wezomnotho usekhona, futhi kulindeleke ukuthi ukuthunyelwa kwemikhiqizo kusakwazi ukugcinwa.Ngokuphathelene nesidingo sasekhaya esisezansi nomfula, okokuqala, ukuqala phansi komfula jikelele kwawela inyanga nenyanga, futhi ukuqala kwemikhiqizo ethambile kwehla kancane kancane;okwesibili, ukuqala kwe-PVC flooring kwehle kakhulu;okwesithathu, inani lama-oda akamuva asesandleni laqhubeka lehla lafinyelela ezinsukwini ezingaba ngu-20, futhi isidingo esiqinile sasinamandla uma kuqhathaniswa;okwesine, ukunikezwa kukagesi kwesiFundazwe sase-Guangdong sekuvele kuqalile kwezinye izindawo, okunomthelela othile ekuqaleni kwezinye izimboni zokukhiqiza.
Sekukonke, isidingo sasekhaya nesangaphandle sibe buthakathaka kancane uma siqhathaniswa nenyanga edlule, kodwa ukukhuphuka okuqongelelekayo kwendawo eqedwe ngendawo eqediwe ngo-April kube ngu-17.9% unyaka nonyaka.Isidingo sokugcina se-PVC siqinisekisiwe, futhi isidingo sengilazi ekugcineni komjikelezo wezindlu ezithengiswayo siyachuma.Kusukela kulo mbono, nakuba isidingo sesikhathi esifushane se-PVC sibuthakathaka, akukho ukukhathazeka mayelana nesidingo phakathi nonyaka.
Uhlu lwezinkampani luphansi
Njengamanje, ngisho noma isidingo se-PVC siba buthaka kancane kusukela enyangeni edlule, intengo ye-PVC ihlala iqinile.Isizathu esiyinhloko sisekuhlahleni okuphansi komfula okhuphuka nomfula, omaphakathi nomfula.Ngokucacile, izinsuku zokusungula zabakhiqizi be-PVC abakhuphuka nomfula zisezingeni eliphansi kakhulu;mayelana ne-inventory emaphakathi, thatha isampula yesampula ye-East China kanye ne-South China njengesibonelo.Kusukela ngomhlaka-14 Meyi, isamba esiphelele sezindawo zokugcina izimpahla zesampula yase-East China naseNingizimu China bekungamathani angama-207,600, ukwehla konyaka ngonyaka ngama-47.68.%, ezingeni eliphansi kakhulu esikhathini esifanayo eminyakeni engu-6 edlule;I-inventory yempahla eluhlaza engezansi yomfula igcinwa cishe izinsuku eziyi-10, futhi i-inventory iphansi ngokumaphakathi.Izizathu ezinkulu: Ngakolunye uhlangothi, imboni yokukhiqiza ezansi nomfula imelana kakhulu nezintengo zempahla eluhlaza.Ngesikhathi esifanayo, amanani aphezulu abangele umsebenzi omkhulu wemali, futhi izinkampani azikhuthazwa ukuba zigcine isitokwe;ngakolunye uhlangothi, inani lezinsuku zama-oda angaphansi komfula esandleni sehlile futhi isidingo sesitoko sehlile.
Ngokombono we-inventory ekhuphukayo, emaphakathi, kanye nephansi komfula, inani lempahla eliphansi, njengomphumela wokusebenzelana phakathi kwezinhlangothi zokuhlinzeka nezidingo, kuwukubonakaliswa okunembile kokukhula kwesidingo kwangaphambilini futhi kuthinta ngokuqondile ukuziphatha kwegeyimu yamanani yamanje neyesikhathi esizayo yazo zombili izinhlangothi. .I-inventory ephansi yabakhiqizi nabahwebi abakhuphukayo iholele kumakhotheshini aqine kakhulu uma ubheke ezansi nomfula.Ngisho nangesikhathi sokwehla kwentengo, intengo iqiniseka ngokwengeziwe, futhi akukho ukuthengiswa kokwethuka okubangelwa ukusungula okuphezulu.Ngakho-ke, izinto ezisanda kwenziwa ngobuningi zithintwe umuzwa ongemuhle kanye nokwehla okuzungezayo okuphelele, kodwa uma kuqhathaniswa nezinye izinhlobo, intengo ye-PVC ibonise izinga elithile lokuqina ngenxa yezisekelo zayo eziqinile zokungathathi hlangothi.
Intengo ye-calcium carbide iphakeme
Muva nje, iDolobha lase-Ulan Chabu, I-Inner Mongolia ikhiphe “Incwadi Emayelana Nokusetshenziswa Kogesi Webhajethi Yamabhizinisi Asebenzisa Amandla Kakhulu kusukela ngoMeyi kuya kuJuni 2021”, ekhawulela ukusetshenziswa kwamandla kwamabhizinisi asebenzisa amandla amaningi endaweni yawo.Le nqubomgomo inomthelela omkhulu ekuhlinzekweni kwe-calcium carbide.Ngakho-ke, kulindeleke ukuthi intengo yasekhaya ye-calcium carbide izohlala isezingeni eliphezulu, futhi ukusekelwa kwezindleko zamabhizinisi e-PVC enziwe nge-calcium carbide angaphandle kuzoba namandla ngokuqhathaniswa.Ngaphezu kwalokho, inzuzo yendlela ye-calcium carbide yangaphandle okwamanje imayelana ne-1,000 yuan/ton, inzuzo yokuhlanganiswa kweNyakatho-ntshonalanga ilinganiselwa ku-3,000 yuan/ton, kanti inzuzo yendlela ye-ethylene yase-East China iphezulu.Inzuzo etholakala enhla nomfula njengamanje iphezulu uma kuqhathaniswa futhi umdlandla wokuqalisa ukusebenza uphezulu uma kuqhathaniswa, kuyilapho inzuzo yokukhiqiza ephansi nomfula imbi kakhulu, kodwa ayikwazi ukunakekela ukusebenza.Sekukonke, ukusatshalaliswa kwenzuzo kochungechunge lwemboni ye-PVC akulingani, kodwa akukho ukungalingani okwedlulele.Inzuzo embi kakhulu yezansi nomfula iholela ekwehleni okukhulu kokuqalisa, okunganele ukuthi kube ukungqubuzana okuyinhloko okuthinta ukuthambekela kwentengo.
I-Outlook
Okwamanje, nakuba kunezimpawu zobuthakathaka obuncane ohlangothini lwesidingo se-PVC, isidingo esiqinile sisekhona esikhathini esimaphakathi nesikhathi eside.Ngohlu lwalo lonke uchungechunge lwezimboni ezingeni eliphansi, intengo ye-PVC inamandla uma kuqhathaniswa.Kumanani entengo yesikhathi eside, sidinga ukukubheka kusuka ezingeni eliphezulu.Ngenkathi ubhubhane lomhlaba lusaqhubeka, nakuba ukuncipha kwemali okubangelwa ukukhathazeka ngokwehla kwamandla emali kwesikhashana kukhuphuka kancane kancane, i-Fed “inwebe ibhalansi yayo” ngamawala ngenxa yalolu bhubhane.Umjikelezo wamanje wemakethe yezinkunzi zempahla awukakapheli, futhi kuzothatha isikhathi ukuthi amanani anyuke kakhulu.Ezinhlotsheni ezinezisekelo ezingcono, kusenethuba lokuqhubeka nokusetha ukuphakama okusha esikhathini esizayo.Yebo, abatshalizimali kufanele futhi banake kakhulu ukwehla kwezintengo okubangelwa ubungozi benqubomgomo yasekhaya.
Sikholelwa ukuthi i-PVC inamandla kakhulu emikhiqizweni yamandla namakhemikhali, futhi inqunyelwe umthelela kawoyela ongahluziwe nezinye izimpahla.Ngemuva kokulungiswa okuncane ekubukeni kwemakethe, kusekhona ukuhamba okukhuphukayo.Kunconywa ukuthi abatshalizimali balawule izikhundla zabo futhi bathenge kuma-dips.
Isikhathi sokuthumela: May-28-2021