Munguva pfupi yapfuura, yakaramba ichikwira kweanenge gore mutengo wechigadzirwa che "lithium family" wakaderera. Avhareji yemutengo we lithium carbonate yebhatiri yakaderera neRMB 2000 /ton, ichidzika pasi peRMB500,000 /ton. Kana tichienzanisa nemutengo wepamusoro weRMB 504,000 /ton gore rino, yakaderera RMB 6000 /ton, uye yakagumisawo mamiriro ezvinhu anoshamisa ekuwedzera kagumi mugore rapfuura. Zvinoita kuti vanhu vagumbuke kuti maitiro acho apera uye "inflection point" yasvika.
Wanhua, Lihuayi, Hualu Hengsheng nedzimwe nzira dzakanyanya kudzikiswa! Mhando dzemakemikari dzinopfuura makumi mashanu dzakadonha!
Vari muindasitiri vakati huwandu hwezvinhu zvinotengeswa nedenda iri hwakanganiswa, uye mamwe makambani emotokari anotarisirwa kumisa kugadzirwa kwezvigadzirwa mumusika kuderedza kudiwa kwemunyu we lithium. Chinangwa chekutenga zvinhu zve lithium chakaderera zvikuru, musika wezvigadzirwa zve lithium uri mumamiriro ekuderera zvakanyanya, zvichikonzera kuti kutengeserana kwezvinhu zvemusika munguva pfupi yapfuura kusashande zvakanaka. Zvakakosha kuziva kuti vatengesi vakakanganiswa nedenda iri pamwe nevatengi vakaderera nekuda kwekumiswa kwekugadzirwa kwezvigadzirwa vari kutarisana nemamiriro ezvinhu akaoma mumusika wemakemikari pari zvino. Kufanana ne lithium carbonate, mhando dzemakemikari dzinopfuura makumi mashanu muchikamu chechipiri chegore dzakatanga kuratidza kudzikira kwemitengo. Mumazuva mashoma chete, mamwe makemikari akadzikira neanopfuura RMB 6000 /ton, kudzikira kweinenge 20%.
Chiyero chemazuva ano che maleic anhydride iRMB 9950 /ton, pasi peRMB 2483.33 /ton kubva pakutanga kwemwedzi, pasi ne19.97%;
Mutengo weDMF uripo iye zvino iRMB 12450 /ton, pasi neRMB 2100 /ton kubva pakutanga kwemwedzi, pasi ne14.43%;
Mutengo we glycine uripo iye zvino iRMB 23666.67 /ton, pasi iRMB 3166.66 /ton kubva pakutanga kwemwedzi, pasi i11.80%;
Chiyero che acrylic acid chiripo iye zvino iRMB 13666.67 /ton, pasi iRMB 1633.33 /ton kubva pakutanga kwemwedzi, pasi i10.68%;
Mutengo wePropylene glycol uripo iye zvino iRMB 12933.33 /ton, pasi neRMB 1200 /ton kubva pakutanga kwemwedzi, pasi ne8.49%;
Mutengo we mixed xylene uripo iye zvino iRMB 7260 /ton, pasi neRMB 600 /ton kubva pakutanga kwemwedzi, pasi ne7.63%;
Mutengo weacetone uripo iye zvino iRMB 5440 /ton, pasi neRMB 420 /ton kubva pakutanga kwemwedzi, pasi ne7.17%;
Mutengo we melamine uripo iye zvino iRMB 11233.33 /ton, pasi neRMB 700 /ton kubva pakutanga kwemwedzi, pasi ne5.87%;
Mutengo weCalcium carbide uripo iye zvino iRMB 4200 /ton, pasi iRMB 233.33 /ton kubva pakutanga kwemwedzi, pasi ne5.26%;
Mutengo wePolymerization MDI uripo iye zvino iRMB/18640 ton, pasi paRMB 67667 /ton kubva pakutanga kwemwedzi, pasi ne3.50%;
Mutengo we 1, 4-butanediol uripo iye zvino iRMB 26480 /ton, pasi neRMB 760 /ton kubva pakutanga kwemwedzi, pasi ne2.79%;
Mutengo we epoxy resin uripo iye zvino iRMB 25425 /ton, pasi iRMB 450 /ton kubva pakutanga kwemwedzi, pasi i1.74%;
Chiyero chephosphorus yero chiripo iye zvino iRMB 36166.67 /ton, pasi RMB 583.33 /ton kubva pakutanga kwemwedzi, pasi ne1.59%;
Mutengo weLithium carbonate uripo iye zvino iRMB 475400 /ton, pasi neRMB 6000 /ton kubva pakutanga kwemwedzi, pasi ne1.25%.
Mushure mekuderera kwemusika wemakemikari, kune zviziviso zvakawanda zvekudzikiswa kwemitengo zvakaburitswa nemakambani mazhinji emakemikari. Zvinonzwisisika kuti munguva pfupi yapfuura Wanhua Chemical, Sinopec, Lihuayi, Hualu Hengsheng nedzimwe makambani mazhinji emakemikari vakazivisa kudzikiswa kwemitengo, uye mutengo patani waiwanzo deredzwa neinenge RMB 100.
Mutengo weLihuayi isooctanol wakaderera neRMB 200/ton kusvika paRMB 12,500/ton.
Chiyero cheHualu Hengsheng isooctanol chakaderera neRMB200 / tani kusvika paRMB12700 / tani
Chiyero cheYangzhou Shiyou phenol chakaderera neRMB 150 /ton kusvika RMB 10,350 /ton.
Chiyero cheGaoqiao Petrochemical phenol chakaderera neRMB 150 /ton kusvika paRMB 10350 /ton.
Mutengo wepropylene yeJiangsu Xinhai Petrochemical wakaderera neRMB 50 /ton kusvika paRMB 8100 /ton.
Mutengo weShandong Haike Chemical propylene wakaderera neRMB 100 /ton kusvika paRMB8350 /ton.
Mutengo weYanshan petrochemical acetone wakaderera neRMB 150 /ton kuti ushandise RMB 5400 /ton.
Mutengo weTianjin Petrochemical acetone wakaderera neRMB 150 /ton kuti ushandise RMB 5500 /ton.
Mutengo weSinopec pure benzene wakaderera neRMB 150/ton kusvika paRMB8450/ton.
Mutengo weWanhua Chemical Shandong butadiene wakaderera neRMB 600/ton kusvika paRMB10700/ton.
Mutengo wekutengesa weNorth Huajin butadiene wakaderera neRMB 510 /ton kusvika paRMB 9500 /ton.
Mari yakatorwa kubva kuDalian Hengli Butadiene yakaderera neRMB 300 /ton kusvika paRMB10410 /ton.
Mutengo weSinopec Central China Sales Company kuWuhan Petrochemical butadiene waderedzwa neRMB 300 /ton, zvichiita kuti RMB 10700 /ton ishandiswe.
Mutengo webutadiene muSinopec South China Sales Company waderedzwa neRMB 300 /ton: RMB 10700 /ton yeGuangzhou Petrochemical, RMB 10650 /ton yeMaoming Petrochemical uye RMB 10600 /ton yeZhongke Refining and Chemical.
Mutengo weTaiwan Chi Mei ABS wakaderera neRMB 500/ton kusvika paRMB 17500/ton.
Mutengo weShandong Haijiang ABS wakaderera neRMB 250/ton kusvika paRMB14100/ton.
Mutengo weNingbo LG Yongxing ABS wakaderera neRMB 250 /ton kusvika paRMB13100 /ton.
Mutengo wekutengesa Jiaxing Diren PC wakaderera neRMB 200 /ton kusvika paRMB 20800 /ton.
Mutengo wezvigadzirwa zvePC zveLotte zvakaderera kubva paRMB 300 /ton kusvika paRMB 20200 /ton.
Mutengo weShanghai Huntsman weMDI waApril pure wakanyorwa mumabhareni/mvura yakawanda RMB 25800 /ton, wakaderera neRMB 1000 /ton.
Mutengo wakanyorwa wePure MDI yeWanhua Chemical muChina iRMB 25800 /ton (RMB 1000 /ton yakaderera pane mutengo waKurume).
Kutengeswa kwezvinhu kwakundikana uye kuwanikwa kwezvinhu hakuchina simba, uye makemikari anogona kuramba achidzikira.
Vanhu vazhinji vanoti kukwira kwemusika wemakemikari kwaramba kuripo kweanenge gore, uye vazhinji vezvemukati meindasitiri vanotarisira kuti kukwira uku kuchaenderera mberi muhafu yekutanga yegore, asi kukwira kwacho kwakadzikira muchikamu chechipiri chegore, sei zvakadaro? Izvi zvine chekuita nezviitiko zvakawanda zve "black Swan" munguva pfupi yapfuura.
Kubudirira kwakasimba muchikamu chekutanga chegore ra2022, musika wemakemikari wemuno, simba remafuta asina kucheneswa nezvimwe zvinhu zviri mumusika richiramba richikwira, kutengeserana kwemusika wemakemikari kuri kuitwa, kunyangwe kutengeserana kwemakambani kuri kudzikira, musika wakambotanga, asi nekutanga kwehondo pakati peRussia neUkraine, kunetseka nezvedambudziko remagetsi kuri kutanga, kukurudzira kwakasimba musika wemakemikari wemuno kuti upinde muchikamu chikuru chekutengesa, "inflation" yemakemikari iri kuwedzera. Muchikamu chechipiri, zvisinei, kukura kuri pachena kwaikurumidza.
Nekupararira kweCOVID-19 munzvimbo dzakawanda, Shanghai yave nehurongwa hwakasiyana hwekudzivirira nekudzora pamatanho akasiyana-siyana zvichienderana nenzvimbo, kusanganisira nzvimbo dzinochengeterwa vanhu, nzvimbo dzinochengeterwa vanhu uye nzvimbo dzinochengeterwa vanhu. Kune nzvimbo dzinokwana 11,135 dzinochengeterwa vanhu, dzinosanganisira vanhu vanosvika mamiriyoni 15.01. Matunhu eJilin neHebei akavharawo nzvimbo dzakabatana munguva pfupi yapfuura kurwisa denda iri uye kudzora kupararira kwaro.
Nzvimbo dzinopfuura gumi nembiri muChina dzakavharwa nekukasira, kuvharwa kwezvekufambisa, kutenga zvinhu zvakagadziriswa uye kutengeswa kwezvinhu zvakakanganiswa, uye kupatsanurwa kwemakemikari kwakawanda kwavewo dambudziko rekutyoka kwecheni yekugovera. Kuvhara nekudzora panzvimbo yekutumirwa, kuvhara nekudzora panzvimbo yekutambira, kuvhara kwekufambiswa kwezvinhu, kuparadzaniswa kwevatyairi... Matambudziko akasiyana-siyana akaramba achiitika, vazhinji veChina vakatadza kuendesa zvinhu, indasitiri yese yemakemikari yakapinda mumamiriro ezvinhu ekusagadzikana, divi rekugovera nedivi rekudiwa rakarohwa kaviri, kumanikidzwa kwemusika wemakemikari kuri kuenderera mberi.
Nekuda kwekuparara kwecheni yekugovera, kutengeswa kwezvimwe zvigadzirwa zvemakemikari kwavharwa, uye kambani inosimbirira pahurongwa hwekuchengetedza maodha nemitengo yakaderera. Kunyangwe kana kuri kurasikirwa, inofanira kuchengetedza vatengi uye kuchengetedza mugove wemusika, saka pane mamiriro ezvinhu apo mitengo inodzikira nguva nenguva. Yakanganiswa nepfungwa yekutenga zvinhu zvitsva kwete kutenga zvinhu zvitsva, chinangwa chekutenga zvinhu zvitsva chakaderera. Zvinotarisirwa kuti musika wemakemikari wemuno wenguva pfupi uchave usina simba uye wakabatana, uye mukana wekuti mafambiro emusika acharamba achidzikira haugone kurambwa.
Pamusoro pezvo, maindasitiri aripo pari zvino ari kuchinjawo zuva nezuva. United States nevatsigiri vayo vakaburitsa mamiriro emusika asina kunaka pamwero mukuru. Mitengo yemafuta asina kucheneswa pasi rose yadzikira kubva padanho repamusoro. Mamiriro ekudzivirira nekudzora denda remuno akaomarara. Pasi pesimba rezororo rezuva rekutsvaira makuva uye kukanganisa kaviri kwakashata kwemutengo nekudiwa, simba rekutengeserana remusika wemakemikari wemuno radzikira.
Parizvino, mamiriro edenda munzvimbo zhinji muChina akaoma, zvinhu zvekufambisa nekufambisa hazvisi kufamba zvakanaka, makambani emakemikari anoderedza kugadzirwa kwenguva pfupi uye anomisa kugadzirwa, uye chiitiko chekuvharwa nekugadzirisa chinowedzera. Mwero wekushanda wakaderera kupfuura 50%, izvo zvinogona kunzi "kusiyiwa". Zvishoma nezvishoma zvinoshanduka kuita mashandiro asina kusimba. Pasi pemhedzisiro yezvinhu zvakasiyana-siyana zvakaita sekushomeka kwezvinodiwa zvemuno, kushomeka kwezvinodiwa zvekunze, denda guru, uye kusagadzikana kwekunze, musika wemakemikari unogona kusangana nekudzikira kwenguva pfupi.
Nguva yekutumira: Gumiguru-19-2022