Ini, kuongorora kwemusika
PVC(6402, 10.00, 0.16%) kondirakiti huru muna Zvita 30 yakavharwa pa6263 yuan/ton, mwedzi wakakwira 312 yuan/ton (5.24%).
Tichitarisa kumashure kuDecember rose, muhafu yekutanga yemwedzi, zvibvumirano zvikuru zvakaratidza kukwira kwepamusoro nekuda kwekuregererwa kwepurogiramu yedenda uye kusunungurwa kwemutemo wekutengesa dzimba.Muchikamu chechipiri chemwedzi, nekukanganisa zvakare kwedenda uye kushaikwa kweusimbe pakupera kwegore, chiyero chekugovera uye chekudiwa chakatadza kupa mhinduro yakanaka, uye musika zvishoma nezvishoma wakapinda mukubatanidzwa kwekuvhunduka.Pedyo nekupera kwegore, chiitiko chezororo chakawedzera kubuda, chichiratidza chimiro chepamusoro.
II, kuongorora kwemavara
PVC kugadzira maitiro ane marudzi maviri: calcium carbide nzira uye ethylene nzira, ethylene nzira yePVC yemhando yakachena uye yunifomu, mutengo wakakwira zvishoma pane calcium carbide PVC nzira.Iyo yakasiyana-siyana yekutakura yeramangwana rePVC munyika yedu iSG5 giredhi 1 inoenderana neyakajairwa yenyika.Iko hakuna zvirambidzo zvakajeka zvekuti chigadzirwa chekutakura chinogadzirwa ne calcium carbide process kana iyo vinyl process.
Kubva muna Zvita 30, 2022, mutengo wenzvimbo uye kupararira kwePVC kunoratidzwa pazasi:
Pazuva iro, avhareji mutengo wevinyl PVC muChina waive 6,313 yuan/tani, wakakwira 165 yuan/tani kana uchienzaniswa nekupera kwemwedzi wapfuura.
Pazuva rimwe chetero, avhareji mutengo wepamusha wecalcium carbide PVC i6,138 yuan/tani, zvichienzaniswa nekupera kwemwedzi wapfuura, wakakwira 198 yuan/ton.
Musiyano wemutengo pakati penzira ye ethylene uye nzira ye calcium carbide pazuva iroro yaive 175 yuan/ton, zvichienzaniswa nekupera kwemwedzi wapfuura, kusvika 33 yuan/tani, mutsauko wemutengo uchiri padanho rakaderera renhoroondo.
Kubva muna Zvita 30, 2022, mutengo wePVC weramangwana wakapararira i-66 yuan/ton, 3 yuan/tani yakaderera pane zuva rapfuura, iri padanho rakaderera munhoroondo.
III.Supply analysis
Kwenguva yakareba, musika weChinese wePVC wanga uri nzira yekusimudzira inogara nemhando mbiri dzemichina tekinoroji, nzira yecalcium carbide uye ethylene nzira, asi nekuda kwehunhu hwe "marasha akapfuma, mafuta asina kunaka uye gasi shoma" zviwanikwa munyika yedu, calcium carbide nzira PVC yave inotungamira tekinoroji munyika yedu, asi mumusika wepasi rose, zvigadzirwa zvePVC zvakajairika zvinogadzirwa neiyo ethylene nzira, uye ethylene inogadzirwa nekupwanya kwesimba senge oiri negesi.Saka mutengo wePVC nemitengo yemafuta epasi rose unoratidza kuwirirana kwakasimba.
Nzira yekugadzirwa kwevinyl PVC ndeyotevera: mafuta asina kuchena - naphtha - ethylene - dichloroethane (EDC) - vinyl chloride (VCM) - polyvinyl chloride (PVC)
Calcium carbide process inoshandiswa zvakanyanya muChinese chlor-alkali kugadzira mabhizinesi kugadzira PVC, uye inobuda yePVC necalcium carbide process inosvika makumi masere muzana ezvese zvabuda muChina.
Nzira yekugadzira calcium carbide polyvinyl chloride ndeye: Marasha - calcium carbide - acetylene - vinyl chloride (VCM) - polyvinyl chloride (PVC) nzira yekudzikisa magetsi ndiyo nzira huru yekugadzirwa kwemaindasitiri yecalcium carbide parizvino, nzira iyi inotora coke (2798). , 29.50, 1.07%) uye lime sezvinhu zvakasvibirira, maererano nechiyero chakamisikidzwa chekusanganiswa muchoto chakavharwa che calcium carbide, Calcium carbide inogadzirwa nekupisa kwemagetsi kusvika ku2000-2200 degrees.Sezvo nzira iyi ichida kushandisa simba remagetsi rakawanda, mutengo wemagetsi unotora chikamu chikuru chemutengo wakakwana wemabhizinesi ekugadzira polyvinyl chloride achishandisa nzira ye calcium carbide.
Kupfupisa, mutengo weramangwana wePVC unobatwa nemarasha ekupisa (0, -921.00, -100.00%) (mutengo wemagetsi), coke uye calcium carbide mitengo panguva imwe chete, kuratidza kuwirirana kwepamusoro.
Pakazosvika Ndira 03, 2023, mutengo wemarasha eChinese wemarasha i921 yuan/ton, zvichienzaniswa nezuva rapfuura, hapana shanduko;Coke mutengo wekuendesa i2,610 yuan/ton, zvichienzaniswa nezuva rapfuura, pasi 95 yuan/ton.
Kubva muna Zvita 30, 2022, avhareji mutengo wecalcium carbide mumafekitori ecalcium carbide muNorthwest China i3,910 yuan/tani, iyo haina shanduko kana ichienzaniswa nezuva rapfuura.Mutengo wenzvimbo yecalcium carbide munyika i4,101 yuan/ton, zvichienzaniswa nezuva rapfuura, hapana shanduko.
Kana mabhizinesi e-chlor-alkali achigadzira mvura chlorine, ivo vanowanawo caustic soda, chigadzirwa chakabatana.Mumakore achangopfuura, mutengo we caustic soda uye liquid chlorine inoumba seesaw effect, kureva, kana mutengo we caustic soda wakakwira, mutengo we chlorine yemvura wakaderera, uye zvinopesana, izvo zvinoita kuti purofiti ye chlor-alkali iwedzere. mabhizinesi anochengetedza padanho rinonzwisisika.Liquid chlorine inonetsa kuchengeta uye kutakurwa kureba, saka vagadziri vanowanzogadzira PVC uye kushandisa yakawandisa mvura chlorine stocks.
Iyo yakadzika yecaustic soda inonyanya kusanganisira alumina, kugadzira mapepa, kudhinda nekudhaya uye maindasitiri emakemikari.Kudziya kwekudzika kwecaustic soda kuchafambisa kuwedzera kwe caustic soda kugadzirwa kwechlor-alkali mabhizinesi, uye inosanganiswa chigadzirwa liquid chlorine ichaitwa muPVC, nekudaro ichiwedzera kuwedzera kwemusika kupihwa kwePVC, iyo inotsikirira mutengo wemusika. PVC kune imwe nhanho.Kazhinji, mitengo yePVC inowanzogara yakakwirira kana mitengo ye caustic soda yakaderera.
Kubva muna Zvita 30, 2022, mutengo weiyo ionic membrane caustic soda i1,344 yuan/ton, zvichienzaniswa nezuva rapfuura, hapana shanduko, uye mutengo wazvino uri panzvimbo yakakwirira yenhoroondo.
Parizvino, iyo inonyanya kudiwa ye caustic soda muChina inobva kune alumina yekugadzira link, saka mutengo we caustic soda uye mutengo wealumina unoratidza kuwirirana kwakanyanya.
Domestic electrolytic aluminium inoshandiswa zvakanyanya mune real estate, mota uye magetsi emagetsi maindasitiri.Kudzoreredzwa kweaya maindasitiri epasi kuchawedzera kudiwa kwezvigadzirwa zvealuminium, izvo zvinozoendeswa kumusoro, zvichisimudza mutengo wecaustic soda uye zvichikanganisa maitiro emitengo yeramangwana rePVC.
Kubva muna Zvita 30, 2022, mutengo wealumina wepamba i2,965 yuan/tani, hapana shanduko kana ichienzaniswa nezuva rapfuura, uye mutengo wazvino uri paavhareji yenhoroondo chinzvimbo.
Nguva yekutumira: Jan-13-2023