1, Ukubuka konke kwesimo sokusebenza jikelele

Ngo-2024, ukusebenza okuphelele komkhakha wamakhemikhali waseChina akukuhle ngaphansi kwethonya lemvelo ephelele. Izinga lenzuzo lamabhizinisi okukhiqiza linciphile ngokuvamile, ama-oda amabhizinisi okuhweba anciphile, futhi ingcindezi ekusebenzeni kwemakethe iye yanda kakhulu. Izinkampani eziningi zilwela ukuhlola izimakethe zaphesheya ukuze zifune amathuba amasha entuthuko, kepha indawo yamakethe yamanje yezwe nayo ibuthakathaka futhi ayizange inikeze umfutho owanele wokukhula. Sekukonke, imboni yamakhemikhali yaseChina ibhekene nezinselelo ezibalulekile.

2, ukuhlaziywa kwesimo senzuzo yamakhemikhali amaningi

Ukuze uthole ukuqonda okujulile kokusebenza kwamakhekhe amakhemikhali amaChinese, kwaqhutshwa ngezinhlobo ezingama-50 zamakhemikhali amaningi ngobuningi, kanye nezinga lezinzuzo zemboni yonyaka kusuka ngoJanuwari kuya kuSepthemba 2024 kwahlaziywa .

Ukusatshalaliswa kwemikhiqizo yokwenza inzuzo kanye nokulahleka: phakathi kwezinhlobo ezingama-50 zamakhemikhali amaningi, kunemikhiqizo engama-31 esesimweni senzuzo, accounting cishe ama-62%; Kunemikhiqizo engu-19 ekulahlekelweni kwenza isimo, ukubalwa cishe ngama-38%. Lokhu kukhombisa ukuthi yize imikhiqizo eminingi isenenzuzo, ingxenye yokulahlekelwa okwenzayo ayinakwa.

Unyaka ngonyaka wokushintsha inzuzo margin: Ngokombono wesilinganiso sokushintsha konyaka wonyaka, i-margin yenzuzo yemikhiqizo engama-32 yehle, i-accounting ka-64%; I-margin yenzuzo yemikhiqizo eyi-18 kuphela eyenyulwa unyaka nonyaka, i-accounting ye-36%. Lokhu kukhombisa ukuthi isimo sonke kulo nyaka sibuthakathaka kakhulu kunonyaka owedlule, futhi yize imishado yenzuzo yemikhiqizo eminingi isesemihle, ancishisile uma kuqhathaniswa nokwenza okuphelele.

3, ukusatshalaliswa kwamazinga we-margin yenzuzo

I-Margin yenzuzo yemikhiqizo enenzuzo: Izinga lenzuzo lenzuzo lemikhiqizo enenzuzo enkulu ligxile kububanzi be-10%, nenombolo encane yemikhiqizo enezinga le-margin lenzuzo ngaphezulu kwe-10%. Lokhu kukhombisa ukuthi yize ukusebenza okuphelele kwemboni yamakhemikhali yaseChina kuyazuzisa, izinga lenzuzo aliphakeme. Ukucabanga ngezinto ezifana nezindleko zezezimali, izindleko zokuphatha, ukwehla, njll.

I-Margin yenzuzo yokulahleka kwenza imikhiqizo: Ukulahlekelwa ukwenza amakhemikhali, iningi lawo ligxile ngaphakathi kobubanzi be-10% noma ngaphansi. Uma ibhizinisi lingelokuhlanganiswa kwephrojekthi ehlanganisiwe futhi linokufana kwalo okungavuthiwe, khona-ke imikhiqizo enokulahleka okuncane kusengathola inzuzo.

4, ukuqhathanisa isimo senzuzo ye-Industrial Chain

Umdwebo 4 Ukuqhathanisa imigwaqo yenzuzo yemikhiqizo ephakeme engamakhemikhali e-50 e-2024

Kususelwa kuzinga le-margin elijwayelekile lenzuzo ye-chain embonini lapho imikhiqizo engama-50, singadonsela iziphetho ezilandelayo:

Imikhiqizo yenzuzo ephezulu: Ifilimu le-PVB, i-Octanol, i-Trimellitic Anhydride, i-Optical grade COC neminye imikhiqizo ekhombisa izici zenzuzo eqinile, ngezinga elijwayelekile lenzuzo yenzuzo yenzuzo ye-30%. Le mikhiqizo ivame ukuba nezakhiwo ezikhethekile noma itholakala endaweni ephansi kakhulu ekhasini lemboni, elinomncintiswano obuthakathaka kanye nemishado yenzuzo ezinzile.

Ukulahleka kwemikhiqizo: Uphethiloli ku-Ethylene Glycol, i-hydrogen anhydride, ethylene anhydride, ethylene neminye imikhiqizo ikhombisile ukulahleka okukhulu, ngenqanaba lokulahleka eliphakathi kwamaphesenti angama-35. I-Ethylene, njengomkhiqizo osemqoka embonini yamakhemikhali, ukulahleka kwayo kukhombisa ngokungaqondile ukukwenza kahle embonini yamakhemikhali yaseChina.

Ukusebenza kwe-Industrial Chain: Ukusebenza okuphelele kwamaketanga we-C2 nama-C4 wezimboni kuhle, ngesilinganiso esikhulu semikhiqizo enenzuzo. Lokhu kungenxa yokwehla kwezindleko zomkhiqizo ophansi okubangelwa ukuphela kwezinto ezibonakalayo ezivuselelayo ze-sluggish of the chain yezimboni, futhi inzuzo idluliselwa phansi ngochungechunge lwezimboni. Kodwa-ke, ukusebenza kwesiphetho esisezingeni eliphezulu se-Upstream kumpofu.

I-5, icala elibi kakhulu lokushintshwa konyaka konyaka emugqeni wenzuzo

I-N-Butane based AnyHydride: I-margin yayo yenzuzo inoshintsho olukhulu kakhulu ngonyaka, iguqukela esimweni senzuzo esiphansi ngo-2023 ukulahleka cishe ngoJanuwari 2024. Lokhu kungenxa yonyaka Ukwehla kwe-Anh Intengo ye-Anhydride ye-MALEIC, kuyilapho intengo ye-Interict N-Butese yenyuke, ibangele izindleko ezandisiwe futhi yehlile inani lokukhipha.

I-Benzoic Anhydride: I-margin yayo inyuke kakhulu ngonyaka ocishe ube ngu-900% ngonyaka, okwenza kube ngumkhiqizo owedlulele kakhulu ngokuya ngezinguquko zenzuzo kumamakethe we-bulk ngo-2024. Lokhu kungenxa yokunyuka okuhlanya emakethe yomhlaba wonke kubangelwa ukuhoxiswa kwe-ineo kusuka emakethe yomhlaba wonke ye-phthalic anhydride.

6, amathemba esikhathi esizayo

Ngo-2024, imboni yamakhemikhali yaseChina yathola ukwehla kweminyaka yonyaka nokwehla okubucayi kokuzungeza inzuzo ngemuva kokuthola ukuncishiswa kwengcindezi yezindleko kanye nokwehla kwezikhungo zentengo yomkhiqizo. Ngokuphikisana ne-backdrop yamanani entengo kawoyela ezinzile, imboni yokucwengisisa ibone ukululama okuthile inzuzo, kepha izinga lokukhula linciphile kakhulu. Embonini yamakhemikhali anqwaba, ukuvela kwe-homogenization Complaziction kugqamile, futhi ukulethwa kanye nemvelo yesidingo iyaqhubeka nokuwohloka.

Kulindelwe ukuthi imboni yamakhemikhali yamaShayina isabhekene nengcindezi ethile engxenyeni yesibili ka-2024 nangaphakathi kuka-2025, futhi ukulungiswa kwesakhiwo sezimboni kuzoqhubeka ukujula. Ama-Precthroughs kubuchwepheshe obuhle nemikhiqizo emisha kulindeleke ukuthi aqhube ukuthuthukiswa komkhiqizo futhi akhuthaze ukuthuthukiswa kwenzuzo ephezulu yemikhiqizo ephezulu. Esikhathini esizayo, imboni yamakhemikhali yaseChina idinga ukwenza imizamo eminingi emisha yezobuchwepheshe, ukulungiswa kwesakhiwo kanye nokuthuthukiswa kwemakethe ukubhekana nezinselelo zamanje nezesikhathi esizayo.