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 kuka-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.