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Imakethi yeklorini inyukile kwaye yehla. Ngaba ixabiso letshiphu yealkali lihlile?

Ngexesha leholide yoNyaka oMtsha weLunar, ukusebenza kwemarike ye-chlorine yolwelo lwasekhaya luzinzile, ukuguquguquka kwexabiso akuqhelekanga. Ukuphela kweholide, imakethi yeklorini engamanzi nayo ithi ndlela-ntle ekuzoleni ngexesha leholide, yazisa ukunyuka okuthathu okulandelelanayo, ugqaliselo lwentengiselwano yemarike ngokuthe ngcembe lwanyuka. Ukusukela nge-3 kaFebruwari, intengiselwano yetanki yelori eqhelekileyo kwingingqi yaseShandong (-300) - (-150) yuan/ton.

Uphononongo lwekowuti yentengiso yeklorini yasekhaya

Kule veki, imarike ye-alkali yolwelo lwasekhaya iyaqhubeka nokuba buthathaka, i-North China downstream amashishini ahamba phambili athenga amaxabiso aphantsi ukuya kwi-920 yuan / ton idonsa ingqondo yemarike, umoya wokuthenga imarike akwanele ukunciphisa umdla wokungena kwimarike, ulumke ngakumbi ulinde kwaye ubone. Kwaye ukubuyiswa kwemfuno esezantsi kusenomda, imarike ingaphezulu nje kokufuna ukuzaliswa. Ngenxa yoluhlu lwemalike ye-chlor-alkali isephezulu, idityaniswa namaxabiso eklorini yolwelo iyaqhubeka nokuchacha, ulindelo lwentengiso ye-bearish, ludityaniswe nemarike yangoku akukho nyuso lweendaba ezilungileyo, ngoko ke imakethi yealkali yolwelo iqhubekile ibuthathaka.

Ummandla we-Shandong 32 ukuthengiswa kwe-alkali ye-alkali eqhelekileyo kwi-940-1070 yuan / ton, i-50 ye-alkali intengiselwano eqhelekileyo kwi-1580-1600 yuan / ton. Jiangsu 32 alkali ixabiso transaction eqhelekileyo 960-1150 yuan / ton; Ixabiso eliphezulu le-alkali yentengiselwano eqhelekileyo kwi-1620-1700 yuan/ton. Kwiveki ezayo, ngaphandle kokunyuswa kwezinto ezintle ezibambekayo, nangona amashishini asezantsi sele ebuyile noko xa kuthelekiswa nexesha langaphambili, ukomelela okunyukayo kukonke akunamandla, kwaye uluhlu lwamashishini kwimarike lusaphezulu. Ngoko ke, imarike ye-alkali yolwelo olubuthathaka kunzima ukuyitshintsha kwiveki ezayo, kwaye ingqwalasela ekhethekileyo kufuneka ihlawulwe ekubuyiselweni kwemfuno ephantsi.

imfuno recovery iyacotha, i-oxidi engundoqo ye-aluminiyam esezantsi ayinayo isicwangciso sokuthenga i-caustic soda, kufuneka nje uthenge umdlandla uhlwempuzekileyo, imiyalelo yokuthumela ngaphandle inqabile kunye nezinye izinto ezinobunzima obuphantsi kwempembelelo yomoya wokuthengisa imarike ilula ngokwentelekiso, ixabiso lentengiselwano yemarike yokwenyani lisesezantsi kakhulu kunekowuteshini yomenzi.

Okwangoku, abavelisi kwi-Inner Mongolia kunye ne-Ningxia banikezela malunga ne-4000 abasebenzi / itoni, kodwa ixabiso lentengiselwano yangempela kwimarike malunga ne-3850-3900 yuan / ton; Okwangoku, amashishini asekuhlaleni anikezela ngamaxabiso malunga ne-3700 yuan / toni, kodwa ixabiso lentengiselwano kwimarike malunga ne-3600 yuan / ton. Amashishini aseShandong anikezela ngamaxabiso eepilisi ze-caustic soda malunga ne-4400-4500 yuan / ton, ixabiso eliphezulu liye lancitshiswa kakhulu, kwaye ixabiso lentengiselwano kwimarike yendawo malunga ne-4450 yuan / ton. Eminye imithombo ethengiswe ngaphantsi kweli nqanaba.

Okwangoku, amashishini kwindawo ephambili yokuvelisa ayikabhengeza isicwangciso sokugcina okwethutyana, unikezelo lwanele ngokwaneleyo, kwaye ukubuyiswa kwemfuno ephantsi komlambo ngokucacileyo kunzima ukuyilandela, kwaye ixabiso lemarike linokuthi lihle phantsi komqathango wokuba intshiseko yabarhwebi yokungena kwimarike kunye nomthamo wangaphambi kokuthengiswa kwabakhiqizi kuncitshiswe kakhulu. Kulindeleke ukuba i-quotation entsha entsha kwindawo yokuvelisa iveki ezayo iya kuncitshiswa nge-50-100 yuan / ton okanye njalo. Elona xabiso lentengiselwano kwimarike nalo liya kuthotywa ukuya kumlinganiselo othile.

Uhlalutyo oluphambili lweemarike ezisezantsi

I-Aluminiyam oxide: Amaxabiso e-aluminiyam oxide yasekhaya aqhuba kakuhle. Ukususela ekuqondeni imarike, impembelelo ukukhuselwa kokusingqongileyo, Shandong aluminiyam oxide amashishini roaster ukuphunyezwa ngokutsha, imveliso yexesha elifutshane kuncitshiswe. Ngokubuyiswa kwamandla kwiimarike, iinkampani ze-aluminium oxide zaqala uku-odola ngokusebenzayo, kodwa ngenxa yokusetyenziswa kwamandla aphantsi kwinqanaba lokuqala, inqanaba le-inventory liphantsi. I-aluminiyam oxide yakutsha nje utyalo-mali olutsha kunye nokuphinda kuqaliswe umdla wemveliso ngaphaya kokulindelweyo, unikezelo lwamabala emarike ngokubanzi lunyukile. Nangona kunjalo, inkqubela-phambili yotyalo-mali olutsha kunye nokuqaliswa kwemveliso ye-aluminiyam ye-electrolytic iyacotha, kwaye isikali sokunciphisa imveliso sandiswa ngakumbi, okukhokelela kwintengiso yexesha elifutshane elomeleleyo. Ngexesha elifutshane, imarike yonke ilumkile yokulinda-kwaye-ukubona uvakalelo lomelele, ukuqina kwamaxabiso okunokwenzeka ukothuka kukhulu, kulindeleke ukuba kube namaxabiso azinzileyo e-aluminium oxide kwixesha elifutshane.

I-Epichlorohydrin: Kule veki, i-epoxylposopropane yasekhaya iwile. (Ukusukela nge-9 kaFebruwari, ingxoxo eqhelekileyo kwindawo kaJiangsu yayiyi-8700-8800 yuan/ton, ixabiso le-3.85% ukusuka ngoFebruwari 2). Ebudeni beveki, imathiriyeli ekrwada yomlambo iyaqhubeka. Nangona inkxaso yeendleko ibonakala, eyona nto iphambili echaphazela ukuhla kwe-epoxy oxide kukunqongophala kwemiyalelo emitsha kwindawo esezantsi, kwaye i-inventory cumulative ye-factory iye yanda. Ukongeza, ngokuqalwa ngokutsha kwezinye izixhobo zokupaka kunye nokuvela okuqhubekayo konikezelo lwamaxabiso aphantsi, ishishini liya liba mandundu kwaye imarike ilindeleke ukuba ingabi nanto kwaye umdla wokuhanjiswa uphucukile. Nangona kunjalo ephantsi, imarike yonke ibuthathaka, kunzima ukwenza inkxaso efanelekileyo yokwakhiwa kwe-oxide propylene, imarike igxininiswe ngeendaba ezininzi ezimbi, kwaye ixabiso leveki liye laqhubeka liyancipha. Imarike yangoku ikwimeko yexabiso eliphezulu kunye nexabiso eliphantsi, kwaye njengoko ixabiso liqhubeka nokuhla, indawo yengeniso ye-gross yenkqubo ezimbini iyancipha kakhulu. Ngokukodwa, indlela ye-glycerin epoxyl oxide propylene iye yandanda kufuphi nomgca weendleko, kwaye kunye namanye amashishini afikelele kwilahleko. Ngaphantsi komdlalo weendleko kunye nokubonelela kunye nemfuno, isimo sengqondo soshishino silusizi, kwaye umoya jikelele wemarike kunzima ukuba nethemba.

Ipropylene oxide: Kulo mjikelo, imarike yasekhaya yepropylene oxide ikhula ngokuthe ngcembe. Emva komda wengeniso encinci ekupheleni kweveki ephelileyo, umlambo osezantsi kulindeleke ukuba ugcine inani elithile lemfuno nje kule veki, kwaye iya kulandelwa enye emva kwenye. Emva kwe-inventory digestion kunye nokudluliselwa kwe-cyclopropyl, ixabiso le-cyclopropyl liyenyuka, kwaye ngexesha elifanayo, ukuchithwa kwexesha elifutshane lezixhobo zomntu ngamnye ekupheleni kokunikezelwa kunye nexabiso le-chlorine yamanzi liqhuba iindleko. Ukulandelela kutsha nje buthathaka. NgoLwesine, iShandong CiC ithethathethwane nge-9500-9600 yuan/toni yomzi-mveliso wokutshintshiselana indawo, uthethwano oluqhelekileyo lwexabiso eliphakathi ngeveki 9214.29 yuan/toni, inyanga-ngenyanga +1.74%; I-East China uthethathethwano lunikezele nge-9700-9900 yuan / itoni yokutshintshiselana kwendawo, uthethathethwano oluqhelekileyo lwexabiso eliphakathi ngeveki 9471.43 yuan / ton, inyanga-ngenyanga +1.92%. Ukusebenza kwepropylene oxide ekupheleni konikezelo lwehla kancinci ngaphakathi komjikelo: iZhenhai iSigaba se-2 sagcina ukusebenza kakubi kancinci, i-Yida kunye neQixiang yamisa, iShell 80%, iSigaba se-Zhenhai 2 yandisa umthwalo ongalunganga, iBinhua, iHuatai kunye neSanyue banciphisa umthwalo ongathandekiyo ixesha elifutshane, iDaze isebenze ngomthwalo ophantsi wePetrotrochemical, i-Sanjia ye-petrochemical ephantsi yovavanyo, i-Tianji ye-Sanji izinga losetyenziso phakathi komjikelo wama-72.41%; Ukususela kumbono weendleko, ukugqiba okuncinci emva kwecandelo lepropylene, i-chlorine ye-liquid iqhubekile nokunyuka kunye nokuphindaphinda, ukubuyiswa kweendleko, inzuzo ye-cyclopropylene kunye nelahleko. Ukufuna impendulo emva kokuphela komthendeleko akulindelekanga, inxalenye yokugaya i-inventory yokuqala, inxalenye yokulinda amaxabiso aphezulu ngokuqaphela.

Uqikelelo lwemarike yexesha elizayo

Kwiveki ezayo, ngenxa yokunyuka koxinzelelo lwe-inventory yamashishini kwiindawo eziphambili zemveliso kunye nokuhla okuqhubekayo kwexabiso elithengiweyo elisezantsi, kusekho indawo yexabiso lemarike ye-alkali yolwelo lwasekhaya ukuba liwe kwiveki ezayo. Imfuno esezantsi kwindawo yokuthengisa ephambili isabuyela kancinci, eya kubonelela ngenkxaso encinci yexabiso lemarike. Kwiveki ezayo, ixabiso lemarike ye-soda yasekhaya ye-caustic isenokuthi iyancipha, imfuno ephantsi yomlambo ibuthathaka abarhwebi abakhutheleyo ekungeneni kwimarike, kwaye ixabiso lentengiselwano yokwenyani yemarike iphantsi kakhulu kunekowuteshini yomenzi, eyona mfuno ye-alumina esezantsi ayinakukhutshwa ngokuxhomekeke kwi-non-aluminiyam ezantsi kunye nemarike yokusebenza yabarhwebi kunzima ukuyiphucula, kulindeleke ukuba iyancipha kakhulu kwiveki ezayo; ixabiso lemarike liya kuhla. Ngokubhekiselele kulwelo lweklorini, ukunyuka okuqhubekayo kwexabiso leklorini yolwelo eMntla China kukhokelela ekunqunyanyisweni kwempahla efunyenwe ngamashishini athile asezantsi. Ixabiso leklorini yolwelo lwasekhaya lingabonisa indlela ehlayo ekuqaleni kweveki ezayo, kwaye imarike iya kuphinda ingenise inkxaso-mali. Nangona kunjalo, njengoko i-downstream iyancipha ngokuthe ngcembe, i-market chlorine ye-liquid kwi-North China iya kuqala ukuwa kwaye iphakame ngeveki ezayo, eya kuba nefuthe elithile kwiimarike kwiindawo ezikufutshane, ngelixa imarike kwezinye iindawo zelizwe izinzile.

 


Ixesha lokuposa: Feb-15-2023