1,Inkambiso yokukhuphuka okuqhubekayo kwesitha sokukhiqizwa kwe-MMA
Eminyakeni yamuva, i-MMA ye-MMA China (Methyl Methacrrylate) amandla okukhiqiza akhombise inkambiso eyandisa, ekhula kusuka kumathani ayizigidi eziyi-1,1 kuya ku-2.615 amathani njengamanje, ngezinga lokukhula cishe amahlandla ayi-2.4. Lokhu kukhula ngokushesha kungenxa yokuthuthuka okusheshayo komkhakha wamakhemikhali wasekhaya nokwanda kwesidingo semakethe. Ikakhulu ku-2022, izinga lokukhula lokukhiqizwa kwasekhaya kwe-MMA Production lifinyelele kuma-35.24%, futhi amasethi ayi-6 wemishini afakwa phakathi konyaka, aqhubekisela phambili ukukhula okusheshayo kwesikhundla sokukhiqiza.
2,Ukuhlaziywa komehluko ekukhuleni kwamandla phakathi kwezinqubo ezimbili
Ngokombono wezinqubo zokukhiqiza, kunomehluko omkhulu kumazinga okukhula kwamandla phakathi kwendlela ye-ACH (Acetone Cyanohydrin indlela) kanye ne-C4 Indlela (Indlela ye-Isobutene Oxidation). Izinga lokukhula kwamandla kwendlela ye-ACH libonisa umkhuba owandayo, kanti izinga lokukhula kwamandla we-C4 libonisa umkhuba onciphayo. Lo mehluko ikakhulukazi ngenxa yethonya lezinto ezibizayo. Kusukela ngo-2021, inzuzo yokukhiqizwa kwe-C4 MMA iqhubeke nokuwohloka, futhi ukulahleka okungathi sína kwenzeka kusuka ku-2022 kuya ku-2023, ngokulahleka kwenzuzo yonyaka okuphakathi kwethani ngalinye. Lokhu kuvimbela ngqo inqubekela phambili yokukhiqiza ye-MMA esebenzisa inqubo ye-C4. Ngokuphambene nalokho, i-margin yenzuzo yokukhiqizwa kwe-MMA nge-ACH Methoy isamukelekile, futhi ukwanda kwe-Upstream Acrylonitrite Production ihlinzeka ngesiqinisekiso esanele esibonakalayo sendlela ye-ACH. Ngakho-ke, eminyakeni yamuva nje, iningi le-MMA elikhiqizwa yindlela ye-ACH lamukelwa.
3,Ukuhlaziywa kwezikhungo ezixhaswayo ze-Upstream nezaphansi
Phakathi kwamabhizinisi okukhiqiza e-MMA, ingxenye yamabhizinisi asebenzisa indlela e-ACH aphezulu, afinyelela ku-13, kuyilapho kukhona amabhizinisi ayi-7 asebenzisa indlela ye-C4. Ukusuka esimweni esiphansi sezindawo ezisekelayo, amabhizinisi ama-5 kuphela akhiqiza i-PMMA, accounting ngo-25%. Lokhu kubonisa ukuthi izindawo ezisekela phansi ezansi emabhizinisini e-MMA Production azikaphelele. Ngokuzayo, ngokunwetshwa kanye nokuhlanganiswa kwekati lezimboni, inani lamabhizinisi okukhiqiza aphansi azokwenyuka.
4,Isimo se-Upstream sendlela ye-ACH kanye ne-C4 indlela yokuqhathanisa
Kumabhizinisi e-ACH MMA Production, 30.77% afakwe amayunithi we-Upstream Acetone, kanti ama-69.23% afakwe amayunithi aphezulu acrylonitritrile. Ngenxa yokuthi i-hydrogen cyanide ezintweni ezingavuthiwe ezikhiqizwe yindlela ye-ACH zivela ikakhulu ekukhiqizweni kwe-acrylonitrile, ukuqala kwe-MMA yi-ACRYLONITRILE Plant, ngenkathi Isimo sezindleko ikakhulukazi sithinteka ngentengo ye-Acetone ebonakalayo eluhlaza. Ngokuphambene nalokho, phakathi kwamabhizinisi e-MMA Production esebenzisa indlela ye-C4, ama-57.14% afakwe i-Upstream Iovutene / Tert Butanol. Kodwa-ke, ngenxa yokuphoqa majeuure Factors, amabhizinisi amabili amise amayunithi abo e-MMA kusukela ngo-2022.
5,Izinguquko ekusebenzeni kwamandla emboni
Ngokukhuphuka okusheshayo kokuhlinzekwa kwe-MMA nokukhula okuhamba kancane kwesidingo, ukulethwa komkhakha kanye nephethini yokufunwa kancane kancane kuguquka ekushoneni kokuphakelayo ukuze kushelele. Lo msebenzi uholele ekucindezelweni okulinganiselwe ekusebenzeni kwezitshalo ze-MMA ezifuywayo, kanye nezinga lokusebenzisa eliphelele lemboni kubonise umkhuba ongezansi. Ngokuzayo, ukukhishwa kancane kancane kwesidingo se-Downstream kanye nokukhuthaza ukuhlanganiswa kwe-Industrial Chain Ukuhlanganiswa, izinga lokusetshenziswa kwamandla emboni kulindeleke ukuthi lithuthukiswe.
6,Ukubuka Kwezimakethe Zesikhathi Esizayo
Uma ubheka phambili, imakethe ye-MMA izobhekana nezinselelo eziningi namathuba. Ngakolunye uhlangothi, imidondoshiya yamakhemikhali eminingi ye-Global Global iye yamemezela ukulungiswa kwamakhono ezitshalweni zazo ze-MMA, ezizothinta ukulethwa kanye nokufunwa kwemakethe yemakethe ye-Global MMA. Ngakolunye uhlangothi, umthamo we-MMA Wokukhiqiza wasekhaya uzoqhubeka nokukhula, kanye nokuthuthukiswa kanye nokusetshenziswa kobuchwepheshe obusha, izindleko zokukhiqiza kulindeleke ukuthi zinciphe futhi. Ngaleso sikhathi, ukwanda kwezimakethe ezansi komfula kanye nokuthuthukiswa kwezindawo ezifufusa kuzo kuzoletha amaphuzu amasha okukhula emakethe ye-MMA.
Isikhathi Sokuposa: Jul-19-2024