Kusukela maphakathi no-April, ngenxa yomthelela walolu bhubhane, ukunikezwa kwemakethe kwakunamandla futhi isidingo sasibuthakathaka, futhi ingcindezi yokusungula yamabhizinisi ilokhu ikhuphuka, amanani ezimakethe ehla, inzuzo yancipha futhi yathinta ngisho nenani lezindleko. Ngemuva kokungena ngoMeyi, imakethe ye-acetic iyonke yaqala ukwehla yaphinde yaqina, yabuyisela ukwehla okuqhubekayo okwathatha amasonto amabili kusukela maphakathi no-Ephreli.
Kusukela ngoMeyi 18, izingcaphuno zezimakethe ezahlukahlukene bezimi kanje.
Izingcaphuno zemakethe ezivamile zaseMpumalanga China beziku-RMB4,800-4,900/mt, zikhuphuke ngo-RMB1,100/mt kusukela ekupheleni kuka-April.
Imakethe enkulu eSouth China ibiku-4600-4700 yuan/ton, ikhuphuke ngo-700 yuan/ton uma kuqhathaniswa nokuphela kwenyanga edlule.
Ikhotheshini yemakethe evamile yaseNyakatho neChina ku-4800-4850 yuan / ton, ikhuphuke ngo-1150 yuan / ton uma kuqhathaniswa nokuphela kwenyanga edlule.

Maphakathi noMeyi, imakethe ye-acetic yasekhaya yashintsha kancane yase ikhuphuka ngokushesha. Ngokuvalwa okwengeziwe kwasekhaya nezangaphandle kanye nesitoko se-acetic esiwela kumazinga aphansi, abakhiqizi abaningi be-acetic acid banikeze amanani aphezulu naqinile. Abahwebi baseJiangsu bamelana nezinto zokusetshenziswa ezinenani eliphezulu futhi babengazimisele ukuthenga, okwaholela ekwehleni kwentengo.
Uhlangothi lokuhlinzekwa kwempahla: imboni yamabhizinisi asekhaya nakwamanye amazwe iqala ukwehla ngamathani ayizigidi eziyisi-8
Ngokusho kwedatha yemakethe, isamba esingamathani ayizigidi eziyi-8 okufakwa kwamandla ezimakethe zasekhaya nezamazwe ngamazwe asanda kuvalwa ukuze alungiswe, okuholele ekwehleni okukhulu kwempahla yemakethe.

Kusukela esimeni samanje sokulungiswa kwebhizinisi, ngasekupheleni kukaMeyi, umthamo weNanjing Celanese ongamathani ayizigidi eziyi-1.2, iShandong Yanmarine amathani ayizigidi ezi-1 nawo azovalwa ukuze alungiswe, okubandakanya umthamo wokuvala wonke amathani ayizigidi ezi-2.2. Sekukonke, ingcindezi yokuhlinzekwa kwe-acetic acid inyukile, okwenza usekelo olusebenzayo lwemakethe ye-acetic acid.

Ngaphezu kwalokho, ukushuba kokuhlinzekwa kwempahla e-US kulindeleke ukuthi kukhule ngenxa yokumiswa kwamandla kwezitshalo ezimbili ezinkulu ze-acetic e-US, i-Celanese ne-Inglis, ngenxa yokuphazamiseka kokuhlinzekwa kwempahla eluhlaza. Imboni ikholelwa ukuthi ngokusabalala kwamanje kwe-FOB China kanye ne-FOB US Gulf, ivuna ukuthekelisa kwe-acetic acid yasekhaya futhi kuzokwenyuka umthamo wokuthekelisa maduze nje. Okwamanje, isikhathi sokuqalisa kabusha kweyunithi yase-US asikacaci, okuyinto evumelana nesimo sengqondo semakethe yasekhaya.

Ngokuncike ekwehleni kwezinga lokuqala lezitshalo ze-acetic yasekhaya, isimo sisonke se-inventory yamabhizinisi amakhulu asekhaya e-acetic naso sehle safika ezingeni eliphansi. Ngenxa yomthelela walolu bhubhane e-Shanghai, isimo se-inventory e-East China sehle kakhulu uma siqhathaniswa no-April, futhi muva nje lolu bhubhane seluphenduke umkhuba ongcono futhi nenani lempahla lenyukile.

Uhlangothi lwesidingo: umsebenzi ongezansi uyawa, wehlisa ukukhuphuka kwe-acetic acid!
Ngokombono wemakethe ye-acetic acid ezansi nomfula iqala, ukuqala kwamanje kwe-PTA, i-butyl acetate ne-chloroacetic acid kunyukile uma kuqhathaniswa nesikhathi esedlule, kuyilapho i-ethyl acetate ne-vinyl acetate yehlile.
Sekukonke, amanani okuqalisa kwe-PTA, i-vinyl acetate ne-chloroacetic acid ohlangothini lwesidingo se-acetic acid asondele noma angaphezulu kuka-60%, kuyilapho amanye ama-startups endiza esezingeni eliphansi. Ngaphansi kwalolu bhubhane lwamanje, sonke isimo sokuqalisa kwemakethe ye-acetic acid sisahamba kancane, okubeka ingozi efihlekile emakethe ngokwezinga elithile futhi asihambisani nemakethe ye-acetic ukuthi iqhubeke nokukhuphuka phezulu.

I-acetic acid yehle ngo-20%, kodwa inkambiso yemakethe ingase ibe nomkhawulo!
Isifinyezo sezindaba zemakethe ye-acetic yakamuva

1. Ukuqala kwezitshalo ze-acetic acid, ukuqala kwezitshalo zasekhaya ze-acetic acid cishe ku-70%, futhi izinga lokuqalisa liphansi cishe ngo-10% kunalelo maphakathi no-April. I-East China neNyakatho yeChina zinezinhlelo zokulungisa izindawo ezithile. Isitshalo saseNanjing Yinglis sizomiswa kusukela ngoMashi 23 kuya kuMeyi 20; I-Hebei Jiantao Coking izolungiswa kabusha izinsuku ezingu-10 kusukela ngoMeyi 5. Imishini yangaphandle, isifunda saseMelika saseCelanese, iLeander, i-Eastman ukuvala shaqa okungenakuvinjelwa kwemishini yokuhlanza emithathu, isikhathi sokuqalisa kabusha asiqinisekile.
2. Mayelana nokukhiqizwa, izibalo zibonisa ukuthi ukukhishwa kwe-acetic acid ngo-April kwaba amathani angu-770,100, kwehle ngo-6.03% YoY, futhi ukukhishwa okuhlanganisiwe kusukela ngoJanuwari kuya ku-April kwafinyelela amathani angu-3,191,500, kwakhuphuka ngo-21.75% YoY.

3. Ukuthekelisa, idatha yamasiko ibonisa ukuthi ngo-March 2022, ukuthunyelwa kwe-acetic acid yasekhaya kwaba amathani angu-117,900, okukhiqiza u-$71,070,000 wokushintshaniswa kwamanye amazwe, ngenani lentengo lokuthekelisa lanyanga zonke lika-$602.7 ngethani, ukukhuphuka ngo-106.55% unyaka nonyaka kanye no-83.2%% YOY. Isamba esithengisiwe kusuka kuMasingana kuya kuNdasa sifinyelele kumathani ayizi-252,400, okuwukukhula okuphawulekayo kwama-90% esikhathini esifanayo ngonyaka odlule. Mayelana. Ngaphezu kokwenyuka okuphawulekayo kokuthunyelwa kwempahla eNdiya kulo nyaka, isibalo sokuthunyelwa kwempahla e-Europe sikhule kakhulu.
4. Ngokuphathelene nokuqala phansi komfula i-acetic acid, izinga lokuqalisa lakamuva le-vinyl acetate lisebenza ezingeni eliphezulu, elisondele ku-80%, okuyi-10% ephakeme kunokuphela kwenyanga edlule. Izinga lokuqala le-butyl acetate nalo lenyuke ngo-30%, kodwa inani lokuqala eliphelele lisesezingeni eliphansi elingaphansi kwama-30%; ngaphezu kwalokho, izinga lokuqala le-ethyl acetate nalo lihamba lihamba ezingeni eliphansi elingaba ngu-33%.
5. Ngo-April, ukuthunyelwa kwamabhizinisi amakhulu e-acetic acid eMpumalanga China kwathinteka kakhulu ubhubhane e-Shanghai, futhi umzila wamanzi kanye nezokuthutha zomhlaba zazingezinhle; nokho-ke, njengoba lolu bhubhane ludamba, ukuthunyelwa kwaba ngcono kancane kancane engxenyeni yokuqala kaMeyi, futhi i-inventory yehla yafika ezingeni eliphansi, futhi amanani ezinkampani akhuphuka.
6. Inombolo yakamuva yohlu lwabakhiqizi basekhaya be-acetic acid cishe amathani ayi-140,000, nokwehla okukhulu ngo-30% ekupheleni kuka-April, futhi uhlu lwamanje lwe-acetic acid lusaqhubeka nokwehla kwalo.
Idatha engenhla ibonisa ukuthi izinga lokuqala lokufakwa kwasekhaya nezangaphandle ngoMeyi lehle kakhulu uma liqhathaniswa nokuphela kuka-April, futhi isidingo esingezansi se-acetic acid sinyukile kuyilapho ukusungulwa kwamabhizinisi kwehle kwafika ezingeni eliphansi. Ukungalingani phakathi kokunikezwayo kanye nesidingo kuyisici esiyinhloko sokwehla kwezintengo ze-acetic ezingaphezu kuka-20% ngoMeyi ngemva kokuwela kumugqa wezindleko.
Njengoba intengo yamanje ikhuphukele ezingeni eliphezulu, umdlandla wokuthenga owela phansi uyacindezelwa. Kulindeleke ukuthi iyonke imakethe ye-acetic acid yasekhaya izoqhubeka nokukhawulelwa esikhathini esifushane, futhi izohlala ikakhulukazi ezingeni eliphezulu lokuzulazula.