Kupinda muna 2023, nekuda kwekuderera mumatunhu akasiyana, musika wepasi rose wepolyvinyl chloride (PVC) uchiri kutarisana nekusagadzikana.Kazhinji yenguva muna 2022, mitengo yeAsia neUnited States yakaratidza kuderera kwakanyanya kwemitengo uye yakadzika kunze muna 2023. Kupinda muna 2023, munzvimbo dzakasiyana-siyana, mushure mekugadzirisa kweChina kwechirwere chekudzivirira uye kutonga, musika unotarisira kupindura. ;kuitira kurwisa kukwira kwemitengo, zvinogona kuwedzera mubereko uye kuderedza kudiwa kwePVC yemumba muUnited States.Panyaya yekuda kusimba kwepasirese, nzvimbo yeAsia neUnited States, inotungamirwa neChina, yakawedzera PVC kunze kwenyika.Kana iri Europe, dunhu richaramba rakatarisana nemitengo yakakwira yemagetsi uye dambudziko rekukwira kwemitengo, uye zvingangoita kuti pave pasina mibairo yepurofiti yeindasitiri.
Europe yakatarisana nekuderera kwehupfumi
Vatori vechikamu vemusika vanofanotaura kuti manzwiro emisika yeEuropean alkali nePVC muna 2023 achaenderana nekuoma kwekuderera kwehupfumi uye maitiro avo pakudiwa.Muketani yeindasitiri yeklorini, purofiti yemugadziri inofambiswa nechiyero pakati pealkali nePVC resin, uye chimwe chezvigadzirwa chinogona kudzorera kurasikirwa kwechimwe chigadzirwa.Muna 2021, kudiwa kwezvigadzirwa zviviri izvi kwakasimba kwazvo, iyo PVC ine simba.Nekudaro, muna 2022, nekuda kwekuoma kwehupfumi uye kudhura kwesimba rakawanda, mune yekukwira kwemitengo yealkaline, kugadzirwa kweklorini kwakamanikidzwa kudzikisa mutoro, uye kudiwa kwePVC kwakadzikira.Dambudziko rekugadzirwa kweklorini rakakonzera kusimba kweiyo alkali-yakakangwa dhizaini, ichikwezva nhamba huru yeUS zvinhu mirairo, uye mutengo wekutengesa kunze kwenyika weUnited States wakambokwira kusvika padanho repamusoro kubva 2004. Panguva imwecheteyo, the mutengo wenzvimbo weEuropean PVCs wakadonha zvakanyanya, asi wakaramba wakachengetedza mutengo wepamusoro pasirese pakupera kwa2022.
Vatori vemusika vanofanotaura kuti muhafu yekutanga ya2023, misika yeEuropean alkali nePVC ichave isina simba nekuti kudiwa kwevatengi kuchadzvinyirirwa nekukwira kwemitengo.MunaNovember 2022, vatengesi vealkaline vakati: "Mitengo yepamusoro yealkalinity iri kukuvadzwa nekudiwa."Nekudaro, vamwe vatengesi vakati iyo alkali nePVC misika muna 2023 ichaita kunge yakajairwa.Mutengo wepamusoro-fivha uye alkali.
Kuderera kwekuda kweUS kunokurudzira kubuda
Masosi emusika akati muna 2023, United States yakasanganiswa chlor -alkaline vagadziri vanochengetedza yakakwirira-inoshanda mutoro kugadzirwa uye kuchengetedza yakasimba alkaline mitengo, uye iyo isina kusimba PVC mutengo uye kudiwa zvinotarisirwa kuenderera.Kubva muna Chivabvu 2022, iyo US PVC mutengo wekutengesa kunze wakaderera neinosvika makumi matanhatu neshanu muzana, uye mutengo wekutengesa kunze kwealkaline kubva muna Chivabvu kusvika Mbudzi 2022 wakakwira neinosvika 32%, uchibva watanga kudonha.Kubva munaKurume 2021, huwandu hwekugocha hweAmerica hweUnited States hwadzikira ne9%, kunyanya nekuda kwekumisikidzwa kwekugadzirwa nekambani yeOlympic, iyo yakatsigirawo kusimbiswa kwemitengo yealkaline.Kupinda muna 2023, simba re-alkaline-yakakangwa mitengo ichaitawo simba, uye zvechokwadi kuderera kunogona kunonoka.
West Lake Chemical ndeimwe yeAmerican PVC resin vagadziri.Nekuda kwekusasimba kudiwa kwemapurasitiki akasimba, kambani yakadzikisawo mwero wekugadzira uye yakawedzera kutengesa kwayo.Kunyangwe kudzikira kuri kuita mubereko kukwira kungakonzeresa kudiwa kwemba, vatori vechikamu pamusika vakati kupora kwepasi rose kunoenderana nekuti kudiwa kwemba kweChina kwawedzera here.
Ngwarira kudzoreredza kweChinese zvingangodiwa
Musika weAsia PVC unogona kudzokororwa mukutanga kwa2023, asi masosi emusika akati kana kudiwa kweChina kusati kwanyatso pora, kupora kuchiri kurambidzwa.Mutengo weAsia PVCs wakadonha zvakanyanya muna 2022, uye kupihwa muna Zvita wegore iro kwakarova yakaderera kubva muna Chikumi 2020. Misika yemusika yakataura kuti chiyero chemutengo chakaita sechinokurudzira kutengwa kwenzvimbo uye kwakavandudza tarisiro dzevanhu pakuderera.
Source dzakaratidzawo kuti zvichienzaniswa ne2022, huwandu hwekugovera hweAsia PVC muna 2023 hunogona kuchengetedza yakaderera, uye chiyero chekushanda chinodzikiswa nekuda kwekubuda kwekuputika.Masosi ekutengeserana anofanotaura kuti kutanga kwa2023, yekutanga US PVC kutakura zvinhu ichipinda muAsia ichadzikira.Nekudaro, masosi ekuAmerica akati kana kudiwa kweChina kuchidzokororwa, kudzikira kwekutengesa kunze kweChina kwePVC kunogona kukonzera kuwedzera kwekutengesa kunze kweUS.
Zvinoenderana nedata recustom, China yePVC inotengeswa kunze yakasvika rekodhi ye278,000 matani muna Kubvumbi 2022. Mune gare gare 2022, China yePVC kutengesa kunze kwakaderera.Nekuda kwekuderera kwemitengo yePVC yeUS, mitengo yeAsia PVC yakadonha uye mutengo wekutumira wakadzikira, izvo zvakatangazve kukwikwidza kwepasi rose kweAsia PVC.Kubva muna Gumiguru 2022, China yePVC yakatengeswa kunze kwenyika yaiva 96,600 matani, iyo yakaderera kubva muna August 2021. Mamwe misika yeAsia misika yakataura kuti nekugadziriswa kweChina kwekudzivirira denda, chido cheChina chichadzoka muna 2023. Ukuwo, nekuda kwemitengo yakakwirira yekugadzira, chiyero chekushanda cheChina chePVC chirimwa pakupera kwa2022 chadzika kubva pa70% kusvika pa56%.
Inventory pressure inowedzera PVC uye ichiri kushaya kutyaira
Inotungamirirwa netarisiro yemusika isati yasvika Mutambo weChirimo, PVC yakaramba ichikwira, asi mushure megore, yakanga ichiri kure-mwaka wekushandisa.Kudiwa kwacho hachina kupisa panguva ino, uye misika yakadzokera kune iyo isina simba yakakosha chokwadi.
Kushaya simba kwakakosha
Ikozvino PVC inopa yakagadzikana.Mukupera kwaNovember gore rapfuura, iyo real estate policy yakatanga, uye kudzora denda kwakagadziridzwa.Yakapa musika zvimwe zvinotarisirwa zvakanaka.Mutengo wacho wakaramba uchidzoka, uye purofiti yakadzorerwa panguva imwe chete.Nhamba huru yezvigadzirwa zvekugadzirisa zvishoma nezvishoma yakatangazve basa mukutanga uye yakawedzera chiyero chekutanga.Ikozvino PVC yekushanda chiyero ndeye 78.5%, iyo iri pamwero wakaderera panguva imwe chete kana ichienzaniswa nemakore apfuura, asi kugovera kwacho kunenge kwakagadzikana munyaya yekuwedzera kwekugadzira simba uye kwenguva refu isina kukwana kudiwa.
Panyaya yekuda, kubva pakuona kwegore rapera, kuvakwa kwepasi kwemvura kwaive padanho rakaderera gore rapfuura.Mushure mekunge kudzora denda kwagadziriswa, huwandu hwedenda hwaitika, uye kudiwa kwemwaka wechando muchando kwakawedzera kuderera pamberi uye mushure meMutambo weChirimo.Zvino, maererano nemwaka, zvinotora vhiki imwe kana mbiri kuti utange mushure meMutambo weChirimo kuti utange kugadzirisa, uye nzvimbo yekuvaka inoda kukwira kwekushisa.Gore Idzva gore rino rakapfuura, saka kuchamhembe kunoda nguva yakareba yekudzorerazve mushure meMutambo weChirimo.
Panyaya yezvinyorwa, East China inventory yakaramba ichichengetedza yakakwira gore rapfuura.Mushure meGumiguru, raibhurari yakakonzerwa nekudzikira kwePVC, kuderera kwekupa, uye tarisiro yemusika yezvinodiwa mune ramangwana.Yakabatana neiyo yakadzika yekumisa basa reMutambo weChirimo, hesitori yakawedzera zvakanyanya.Parizvino, East China neSouth China PVC nhamba ndeye 447,500 matani.Kubva gore rino, matani 190,000 akaunganidzwa, uye dhigirii yezvinyorwa yakakura.
Kuva netariro
Zvirambidzo pakuvakwa kwenzvimbo dzekuvaka uye zvekufambisa zvakabviswa.Iyo real estate policy inoramba ichiunzwa mukupera kwegore rapfuura, uye musika unotarisirwa kudzoreredza kudiwa kwezvivakwa.Asi kutaura zvazviri, kuchine kusava nechokwadi kwakakura iye zvino.Mamiriro emari emabhizimusi ezvivakwa ari kuzorora, asi kana mari yekambani iri kugadzira zvivakwa zvitsva kana kukurumidza kuvakwa kwekuvaka.Zvikuru pedyo.Pakupera kwegore rapfuura, tinotarisira kuti kuvakwa kwedzimba kuchavandudza gore rino.Kubva pakuona kweinishuwarenzi, kuchine gaka duku pakati pemamiriro chaiwo uye zvinotarisirwa.Pamusoro pezvo, chivimbo uye simba rekutenga revatengi vemba zvakare zvakakosha, uye zvakaoma kusimudzira kutengesa kwemba.Saka nekufamba kwenguva, PVC inoda ichiri kutarisirwa kupora, pane kuvandudzwa zvakanyanya.
Kumirira kweiyo inventory shanduko inooneka
Zvadaro, ikozvino yakakosha chikamu chiri mumamiriro asina chinhu, uye inventory pressure yakakwirira.Zvinoenderana nemwaka, heta inopinda mumwaka wekuenda kutenderera inodawo kumirira kumusoro kwePVC vagadziri kuti vapinde mukugadzirisa kwechirimo, kuderera kwekupa, uye kuvandudzwa kwakazara kwekuvakwa kwepasi.Kana iyo inventory yekuchinja nzvimbo inogona kuunzwa munguva pfupi iri kutevera, ichaita basa rakasimba mukudzoreredza mitengo yePVC.
Nguva yekutumira: Feb-16-2023