Imarike yehlabathi yepropylene glycol itshintsha indlela ecinga ngayo. Ngelixa imfuno yendabuko evela kwiikhemikhali ezisetyenziswa imihla ngemihla, amayeza kunye neengubo zigcina ukukhula okuzinzileyo, izicelo ezivelayo kwi-AI data center liquid cooling zivule amandla amatsha emarike, ziguqula iipateni zemfuno yobonelelo lwehlabathi kunye nokuhamba korhwebo. Izibalo zoshishino zibonisa ukuba imarike yehlabathi yepropylene glycol ifikelele kwi-USD 7.72 yeebhiliyoni ngo-2026 kwaye kulindeleke ukuba ifikelele kwi-USD 19.51 yeebhiliyoni ngo-2035, emele izinga lokukhula lonyaka elihlanganisiweyo le-10.84%, okwenza ukuba ibe yenye yeendawo ezikhula ngokukhawuleza phakathi kweekhemikhali ezisisiseko ze-organic.
Iziseko zeMarike
Ihlulwe ngokweeklasi ezisekelwe kwi-petroleum kunye ne-biobased grades, i-propylene glycol ineempawu ezinobungozi obuphantsi, i-solvency ephezulu, i-anti-frosting kunye ne-moisturizing properties. Sele isetyenziswa kakhulu kwi-polyester resins ezingagcwaliyo, izinto zokuthambisa, izongezo zokutya, amalungiselelo eyeza kunye ne-antifreeze fluids. Ngaphezulu kwe-58% yokusetyenziswa kwihlabathi liphela ivela kumacandelo amayeza okutya kunye nokhathalelo lomntu.
Ukuguquguquka kwamaxabiso (Q2 2026)
Kwiminyaka yakutshanje, ukugcinwa kwezityalo kwihlabathi liphela kunye nokunyuka kweendleko zepropylene oxide yezinto eziluhlaza kubangele ukunyuka kwe-80% yamaxabiso e-propylene glycol yamazwe ngamazwe ngenyanga kwi-Q2 ka-2026. Iimveliso ze-pharma zokutya ezicocekileyo kakhulu zihlale kwi-RMB 18,000 20,000 ngetoni. Abathengi bamanye amazwe ngokubanzi bajongene nokubonelela okuncinci kunye nemijikelo yokuhambisa ixesha elide.
Uguquko Lokupholisa Ulwelo Oluqhutywa yi-AI
Ukupholisa ulwelo oluqhutywa yi-AI oluqhutywa yi-AI kuzisa utshintsho olusisiseko kushishino. Amaqonga amakhulu ombane ekhompyutha asebenzisa i-propylene glycol ecocekileyo kakhulu njengenxalenye ye-coolant eyintloko. Ukwenziwa kwamanzi acocekileyo angama-75% axutywe ne-propylene glycol ecocekileyo engama-25% kuye kwaba ngumgangatho kushishino, kwaye iziseko zokupholisa umoya eziqhelekileyo zithathelwa indawo kancinci kancinci zizisombululo zokupholisa ulwelo olupheleleyo. I-Propylene glycol iguqukele kwisinyibilikisi sekhemikhali esiqhelekileyo yaba yinto ebalulekileyo esetyenziswayo kwiziseko zamandla ekhompyutha. Le marike intsha yokukhula ibeka iimfuno ezingqongqo kucoceko lwemveliso kunye nolawulo lokungcola; i-propylene glycol eqhelekileyo yezinga loshishino ayihlangabezani neemfuno, ngoko ke umthamo ophezulu wezinga le-pharma yokutya ugcina iiprimiyamu ezinamandla. Abavelisi base-Asia bakhawulezisa ukwanda komthamo ophezulu wezinga lococeko. Amashishini aseTshayina abonakala njengabathengisi behlabathi abaphambili be-propylene glycol, kunye nokuthunyelwa kwamanye amazwe kwasekhaya kufikelela kwiitoni ezingama-250,000 ngo-2024, kuquka uMzantsi-mpuma we-Asia, uMbindi Mpuma, iLatin America kunye neYurophu. I-propylene glycol esekelwe kwi-bio ifumana ukuthandwa ngakumbi kubathengi baseYurophu naseMelika ngenxa yeempawu zayo eziphantsi kwekhabhoni.
Ubuchule boBugcisa
Ubuchule bobuchwephesha bukwakhuthaza ukuhlaziywa kwemizi-mveliso. Iinkampani ezinkulu zeekhemikhali zehlabathi ziqhubela phambili inkqubo yokwenziwa kwe-HPPG ngokuthe ngqo, zitsiba inyathelo eliphakathi le-propylene oxide ukuze zinciphise ukusetyenziswa kwamanzi kunye namandla kwaye zibonelele ngeendlela zokulungisa izinto ezikhoyo. Ukwakhiwa komthamo we-propylene glycol esekelwe kwi-bio kuyaqhubeka nokunyuka. Abahlalutyi beli shishini bathi ukhuphiswano lwemarike lwexesha elizayo alusayi kugxila kuphela kumaxabiso; amanqanaba emveliso, iinkqubo zokuvelisa ezinekhabhoni ephantsi, iziqinisekiso zokuthobela imithetho kunye nolawulo oluzinzileyo lwe-cross border ziya kuba zizinto eziphambili zokuthenga kubathengi bamanye amazwe.
Umngcipheko kunye neNkangeleko
Kwicala lomngcipheko, ukuguquguquka kwamaxabiso eoyile ekrwada ephezulu kunye nepropylene oxide kudlula ngqo kumaxabiso epropylene glycol spot. Ukuguquka kwezityalo zehlabathi kunye nokuphazamiseka kwe-geopolitical logistics kunokubangela ukunqongophala kobonelelo ngamaxesha athile. Ekuhambeni kwexesha, kuqiniswa kukwakhiwa kwamandla ekhompyutha ye-AI yehlabathi jikelele kunye nemfuno eqinileyo evela ekutyeni namayeza, imakethi yepropylene glycol iya kuphuma kwimijikelo edlulileyo yomthamo ogqithisileyo kwaye ingene kwinqanaba elitsha lophuhliso eliqhutywa ngumgangatho, ngelixa ibeka iimfuno eziphezulu zozinzo lwekhonkco lobonelelo lwehlabathi.
Ixesha leposi: Sep-23-2026