Ii-acrylonitrileimboni yethula umjikelezo wokukhishwa kwamandla ngo-2022, amandla akhula ngaphezu kuka-10% unyaka nonyaka kanye nengcindezi yokuhlinzeka.Ngesikhathi esifanayo, sibona ukuthi uhlangothi lwesidingo alulungile njengoba kufanele lube ngenxa yalolu bhubhane, futhi imboni ibuswa yi-downtrend, enezindawo ezikhanyayo okunzima ukuzithola.

Umthombo wedatha: Goldlink

Imakethe yasekhaya ye-acrylonitrile engxenyeni yokuqala ka-2022 ibonise ukwehla kokuqala okulandelwa uhla olubanzi lwe-oscillation ebuswa kakhulu.Uma sithatha imakethe yase-East China njengesibonelo, inani lentengo engxenyeni yokuqala ka-2022 laliku-RMB 11,455/ton, lehle ngo-21.29% unyaka nonyaka, ngentengo ephakeme kakhulu engu-RMB 13,100/ton, eyenzeka ngoJanuwari, futhi indawo ephansi kakhulu ye-RMB 10,800/ton, eyenzeka ngoJuni.

Izici eziyinhloko ezithinta imakethe yilezi.

I. Ukwenyuka kwempahla.Unyaka ka-2022 kusewunyaka wokunwetshwa okugxilile kwe-acrylonitrile yasekhaya, kusetshenziswa amasethi ama-2 ezitshalo ze-acrylonitrile ezinomthamo ophelele wamathani angu-390,000/ngonyaka, okuhlanganisa i-Lihua Yi 260,000 amathani ngonyaka kanye ne-Tianchen Qixiang amathani angu-130,000 ngonyaka.Nakuba umthamo wokuthunyelwa kwempahla kwamanye amazwe ukhuphuke ngo-12.1% unyaka nonyaka kusukela ngoJanuwari kuya kuMeyi, ukuhlinzekwa kanye nesidingo kusathanda ukukhula ngokuxega.

Okwesibili, ukuvela kabusha kwalolu bhubhane kwaholela ekwenyukeni kwengcindezi kumpahla yefekthri.Selokhu kwangena u-2022 bekulokhu kusesigabeni sokugcwala ngokweqile, amabhizinisi kanye nokusungulwa kwenhlalo kusheshise ukuqoqwa ngemuva komthelela wokuqubuka kokuvulwa kokuphela kwekota yokuqala, izinto ezisetshenziswayo e-East China naseShandong zimile, futhi bekukhona nendawo enkulu. yokunciphisa nokuvalwa komfula, ngemva kokuncipha kwesidingo, ingcindezi ye-inventory ye-acrylonitrile iye yanda, iqhubekile nokunciphisa inqubomgomo yokukhushulwa kwamanani.

Okwesithathu, ukukhula kwesidingo semboni engezansi kunomkhawulo.amathani angu-150,000/ngonyaka wesitshalo esisha se-LG Huizhou yengezwe kwa-ABS engxenyeni yokuqala ka-2022, kusetshenziswa amathani angu-37,500 kuphela/ngonyaka wezinto zokusetshenziswa ze-acrylonitrile, ngakho ukukhula komthamo ongezansi kungaphansi kokukhula kwezinto ezingavuthiwe, ngakho-ke ukuvulwa okujwayelekile yezitshalo ze-acrylonitrile engxenyeni yokuqala yonyaka iseduze ne-80%, okubonisa ukuthi ingcindezi yokuthengisa izitshalo.

Engxenyeni yesibili ka-2022, imakethe yase-China ye-acrylonitrile izoqhubeka nesitayela sayo se-oscillation esisezingeni eliphansi, futhi indawo yokulungisa isiyonke ilinganiselwe.Ukwengeza, umthamo wokukhiqiza omusha we-acrylonitrile ande kakhulu engxenyeni yesibili yonyaka, futhi inani lempahla enikeziwe lingaqhubeka nokukhuphuka.Kodwa-ke, i-ABS engezansi kuphela kulindeleke ukuthi ibe namadivayisi amasha afakwe, isidingo silinganiselwe, ngaphansi kokungafani phakathi kokunikezwa kanye nesidingo, ukunikezwa kwe-acrylonitrile nokuphikisana kwesidingo kuzoqhubeka nokwanda, lapho ukuvulwa kwefekthri nakho kunzima ukuthuthukisa, kukhudlwana. amabhizinisi amandla azothenga izindlela ezingezinhle.Njengoba i-acrylonitrile iningi lingaphansi komugqa wezindleko, kusadingeka ukuthi unake umkhuba we-propylene yempahla eluhlaza.Izintengo zangaphambili zefekthri (izintengo zemakethe) zilindeleke ukuthi zibe kububanzi obungu-RMB 10,000-12,000/mt ezifundeni eziyinhloko, futhi iphuzu eliphezulu cishe lenzeka ngo-Agasti.

Emakethe ye-acrylonitrile yase-China engxenyeni yesibili ka-2022, i-feedstock propylene iyisici esiyinhloko esinomthelela ekuguquguqukeni kwentengo.Njengoba ukwanda okuphawulekayo kwamandla okukhiqiza engxenyeni yesibili yonyaka kuyisiphetho esibikezelwe, kunzima ukuba nethuba elibalulekile lokuphinda libuyele amanani engxenyeni yesibili.Ngakho-ke, intengo ye-propylene yempahla eluhlaza izoba yisici esibalulekile sokunquma intengo ye-acrylonitrile.Uma i-propylene ihlala eduze kwe-RMB 8,000/mt, kuzoba nzima ukuthi i-acrylonitrile iqhubeke nokuwa.Kodwa-ke, uma intengo ye-propylene iqhubeka nokuwa, intengo ye-acrylonitrile isazoba nethuba lokwehla ngaphansi kwengcindezi yokuthengiswa ngokweqile.

Kusukela ngo-2022 kuya ku-2023, i-China izokwengeza amathani ayizigidi ezingu-1.38/ngonyaka wezitshalo ze-acrylonitrile, futhi eziningi zazo zingamathuluzi asekelayo adidiyelwe ahlanganiswe ngamakhemikhali, okungenzeka ukuthi aqale ukusebenza.Kodwa-ke, i-ABS ezansi nomfula kuphela ekhula ngokushesha, njengama-acrylics ne-acrylamide asesimweni esisivivi, esizokwakha isimo sokugcwala ngokweqile.Kulindeleke ukuthi eminyakeni emithathu ezayo, ngokwanda komthamo we-acrylonitrile, inzuzo yezimboni iyancipha, futhi okunye ukufakwa okusha kubhekene nethuba lokubambezeleka nokushelfu.

Chemwin is a chemical raw material trading company in China, located in Shanghai Pudong New Area, with port, wharf, airport and railway transportation network, and in Shanghai, Guangzhou, Jiangyin, Dalian and Ningbo Zhoushan in China, with chemical and dangerous chemical warehouses, with a year-round storage capacity of more than 50,000 tons of chemical raw materials, with sufficient supply of goods.chemwin E-mail: service@skychemwin.com  whatsapp：19117288062 Phone：+86 4008620777  +86 19117288062