Esigabeni sokuqala, izintengo zamaketanga e-acrylonitrile zehla unyaka nonyaka, ijubane lokukhulisa amandla laqhubeka, futhi imikhiqizo eminingi yaqhubeka nokulahlekelwa yimali.

1. Izintengo zochungechunge zehla unyaka nonyaka kwikota yokuqala

Kwikota yokuqala, izintengo zamaketango e-acrylonitrile zehla unyaka nonyaka, futhi amanani e-ammonia kuphela akhuphuka kancane unyaka nonyaka. Eminyakeni yamuva nje, amandla okukhiqiza amaketanga emikhiqizo amelwe i-acrylonitrile aqhubekile nokukhula, futhi iphethini yokuthengiswa ngokweqile kweminye imikhiqizo iye yavela kancane kancane, amanani omkhiqizo ehla kakhulu uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule. Phakathi kwazo, i-ABS ingukwehla okukhulu kakhulu konyaka nonyaka kwamanani entengo yemikhiqizo ewuchungechunge, ehle ngaphezu kwama-20% unyaka nonyaka. Kusukela ekupheleni kwekota yokuqala, isilinganiso senani lemakethe ye-acrylonitrile emachwebeni ase-East China lalingu-RMB10,416 ngethani, lehle ngo-8.91% unyaka nonyaka futhi lenyuka ngo-0.17% ukusuka kwikota yesine yonyaka odlule.

Ngokuqondene nemboni ye-acrylonitrile ngokwayo, amandla embonini ye-acrylonitrile aqhubeka nokukhula engxenyeni yokuqala. Ngokusho kwezibalo zolwazi zikaZhuo Chuang, imboni ye-acrylonitrile yengeze amathani angama-330,000 ekoteni yokuqala, ikhuphuke ngo-8.97% kusukela ekupheleni kuka-2022, nenani eliphelele lamathani ayizigidi ezingu-4.009. Kusukela esimweni sokuhlinzekwa kwemboni kanye nesidingo sayo, ukukhiqizwa kwe-acrylonitrile sekukonke kwake kwaba ngamathani angu-760,000, phansi ngo-2.68% unyaka nonyaka kwakhuphuka ngo-0.53% YoY. Mayelana nokusetshenziswa kwe-lowstream, ukusetshenziswa kwe-acrylonitrile phansi komfula bekungamathani angama-695,000 ngekota yokuqala, kwenyuke ngo-2.52% unyaka nonyaka futhi kwehle ngo-5.7% ngokulandelana.

Ukulahlekelwa kwenzuzo yochungechunge ngekota yokuqala ngokuyinhloko kube ukulahlekelwa kwenzuzo ewuchungechunge ngekota yokuqala

Ngekota yokuqala, nakuba inzuzo yemikhiqizo ye-acrylonitrile chain yanda i-YoY, iningi lemikhiqizo liqhubekile nokulahlekelwa yimali. I-ABS ishintshe kakhulu emikhiqizweni yenzuzo enhle, eyehle ngaphezu kuka-90% YoY. Esigabeni sokuqala, amanani entengo e-acrylonitrile akhuphuka abese ehla, amanani entengo ewonke akhuphuka kancane kusukela engxenyeni yesine yonyaka odlule kanye nezingcindezi zezindleko emikhiqizweni ekhuphukayo. Ukwengeza, ijubane lokunwetshwa komthamo we-ABS saqhubeka, futhi ukucindezela kwezindleko ezitshalweni kwanda kakhulu, amaphethelo enzuzo abakhiqizi ancipha kakhulu. Ngokuya nge-acrylonitrile, ngenxa yokulahleka okusobala kwamafekthri ngo-2022, abakhiqizi babevumelana nezimo ekulungiseni imithwalo yemishini, futhi isilinganiso somthwalo wokuqalisa imboni yehle kakhulu ngekota yokuqala ka-2023, njengoba amanani entengo ewonke ekhuphuka bese ehla, kanye nezinga lokulahlekelwa kwezimboni ze-acrylonitrile linciphe kancane uma liqhathaniswa nekota yesine yonyaka odlule. Ekupheleni kwekota yokuqala, inzuzo evamile yezitshalo ze-acrylonitrile yayisondele ku-$181/ton.

2. Ukuthambekela kochungechunge kwikota yesibili akukabi nethemba

Esigabeni sokuqala, amanani e-acrylonitrile akhuphuka abese ehla, futhi izinga lokulahlekelwa kwezitshalo lehla kancane. Uma sibheka phambili kwikota yesibili, ukuthambekela okuphelele kwalolu chungechunge akukabi ithemba. Phakathi kwazo, umkhuba jikelele we-acrylic acid kanye ne-synthetic ammonia kulindeleke ukuthi iguquguquke kancane; ku-acrylonitrile, ezinye izimboni zihlela ukulungisa, kodwa isidingo esingaphansi komfula akulindelekile ukuba sithuthuke, futhi kunzima ukuthi amanani aphule ikota yokuqala ephezulu; emikhiqizweni engezansi komfula, ama-oda emboni ye-acrylic acid ajwayelekile, futhi abakhiqizi bangase babe sengozini yokwehla kwentengo, umthamo wokukhiqiza we-ABS omusha uyaqhubeka nokukhululwa, futhi ukunikezwa kwempahla evamile yasekhaya kugcwele ngokweqile, futhi amanani angase ahlale ephansi uma kuqhathaniswa. Iketango jikelele alikabi nethemba.