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Mhedzisiro yeUS "Reciprocal Tariffs" paChina's Aromatic Hydrocarbon Industry Chain

Mune inonhuwirira hydrocarbon indasitiri cheni, kunenge kusisina kutengeserana kwakananga kwezvinhu zvinonhuhwirira pakati penyika yeChina neUnited States. Zvakadaro, US inotenga kunze chikamu chakakosha chezvigadzirwa zvayo zvinonhuhwirira kubva kuAsia, vatengesi vekuAsia vachitora 40–55% yeUS inotengwa kunze kwenyika yebenzene, paraxylene (PX), toluene, uye yakasanganiswa xylenes. Zvinonyanya kukosha zvinoongororwa pazasi:

Benzene

China inonyanya kutsamira kunze kwebenzene, neSouth Korea semutengesi wayo wekutanga. Vese China neUS vatengi vebenzene, vasina kutengeserana kwakananga pakati pawo, zvichideredza kukanganiswa kwemitengo pamusika weChina benzene. Muna 2024, zvinhu zvekuSouth Korea zvaitora makumi mana nenhanhatu kubva muzana eUS apinzwa kunze kwenyika. Zvinoenderana nedata recustoms yekuSouth Korea, South Korea yakatengesa kunze kwe600,000 metric tons yebenzene kuU. Kana mutero weUS ukaiswa pasina kuregererwa papetroleum-based benzene, zvinhu zvepasi rose zvakatemerwa kuUS zvinogona kuenda kuChina, zvichiita kuti pave nemavhoriyamu akawanda kubva kunze kwenyika. Nekudzika, kutengeswa kunze kwenyika kwezvigadzirwa zvakatorwa nebenzene (semuenzaniso, midziyo yemumba, machira) zvinogona kutarisana nemhinduro dzisina kunaka nekuda kwekukwira kwemitengo.

 Toluene

Kutengeswa kunze kwenyika kweChina kwakawedzera zvishoma mumakore achangopfuura, zvakanyanya kunanga Southeast Asia neIndia, nekutengeserana kusingaite neUS Zvisineyi, US inotenga mavhoriyamu akawanda etoluene kubva kuAsia, kusanganisira 230,000 metric tons kubva kuSouth Korea muna 2024 (57% yezvose zvinotengeswa kunze kwenyika toluene yekuUS). Mitero yeUS inogona kukanganisa kutengesa kweSouth Korea toluene kuUS, zvichiwedzera kuwandisa muAsia uye kuwedzera makwikwi mumisika yakaita seSoutheast Asia neIndia, zvichigona kudzvanya mugove weChina kunze kwenyika.

Xylenes

China inoramba iri mutengi kunze kwenyika wemaxylenes akasanganiswa, pasina kutengeserana zvakananga neUS. US inotenga mavhoriyamu makuru ema xylenes, kunyanya kubva kuSouth Korea (57% yeUS inotenga pasi peHS code 27073000). Nekudaro, chigadzirwa ichi chinosanganisirwa muUS tariff exemption list, kuderedza kukanganiswa kweAsia-US arbitrage zviitiko.

Styrene

IUS inotengesera kunze kwenyika styrene, kunyanya ichipa Mexico, South America, neEurope, ine zvidiki zvekunze (210,000 metric toni muna 2024, dzinenge dzese kubva kuCanada). Musika wekuChina westyrene wawandisa, uye mitemo yekurwisa-kurasa yakavhara kare US-China styrene kutengeserana. Nekudaro, iyo US inoronga kuisa 25% mutero kuSouth Korea benzene, izvo zvinogona kuwedzera kuwedzera Asia styrene kuwanikwa. Zvichakadaro, China inotsamira midziyo yemumba inotengeswa kunze kwenyika (semuenzaniso, maair conditioner, mafiriji) yakatarisana nemitengo yeUS inokwira (kusvika ~ 80%), ichikanganisa zvakanyanya chikamu ichi. Nekudaro, mutero weUS uchanyanya kukanganisa indasitiri yeChina styrene kuburikidza nekukwira kwemitengo uye kuderera kwekuda kwemvura.

Paraxylene (PX)

China inotumira kunze inenge isina PX uye inovimba zvakanyanya nezvinotengwa kubva kuSouth Korea, Japan, uye Southeast Asia, pasina kutengeserana kweUS. Muna 2024, South Korea yakapa 22.5% yeUS PX yekunze (300,000 metric tons, 6% yezvese zveSouth Korea zvinotengeswa kunze kwenyika). Mitero yeUS inogona kuderedza kuyerera kweSouth Korea PX kuenda kuUS, asi kunyangwe ikadzoserwa kuChina, vhoriyamu yacho ingave nemhedzisiro shoma. Pakazere, mutero weUS-China unozokanganisa kupihwa kwePX asi unogona kumanikidza zvisina kunanga machira uye zvipfeko kunze kwenyika.

Iyo US "inodzoreredza mutero" ichanyanya kugadzirisa kutengeserana kwepasi rose kuyerera kwemahydrocarbons anonhuhwirira pane kukanganisa zvakananga kutengeserana kweChina-US. Njodzi dzakakosha dzinosanganisira kuwandisa mumisika yeAsia, makwikwi akawedzera ekuenda kunze kwenyika, uye dzvinyiriro yepasi kubva kumitero yakakwira pazvinhu zvakapedzwa (semuenzaniso, midziyo, machira). Indasitiri yeChina inonhuhwirira inofanirwa kufamba yakadzoserwa macheni ekupa uye kuchinjika kukuchinja kwepasirese kudiwa maitiro.


Nguva yekutumira: Kubvumbi-17-2025