Imakethe yomkhiqizo kaJulayi phenol ketone industry ibuthakathaka iyonke. Impahla esetshenziswayo ekhuphukayo isezingeni eliphansi le-benzene elimsulwa, i-port pure benzene inventory ukuze kugcinwe izinga eliphansi, kodwa uwoyela ongahluziwe kanye nokushintshisana kwamazwe angaphandle kwe-benzene okumsulwa phezulu naphansi, umuzwa wengcindezi yentengo yaphansi nomfula awunqamuki, amaphuzu angu-4.41 okwehla ukuze ahole, izindleko ze-phenol nokusekelwa kwe-acetone ziba buthaka. Imakethe ye-phenol ishintshashintsha kakhulu, njengoba amanani entengo ekhuphuka ngokushesha ngemva kokwehla, umthelela wezinto eziyisisekelo zokuhlinzeka kanye nesidingo waba namandla, futhi isimo sesidingo esibuthakathaka esingaphansi komfula kunzima ukusithuthukisa. Ngesikhathi esifanayo, ukusebenza komfula kubuthakathaka, ukwehla kuyahlukahluka. Ukunikezwa kwe-Bisphenol A kanye nokufunwa kuhlale kusesimweni segeyimu, ukusekelwa kwemakethe yempahla eluhlaza kubuthakathaka, lapho kungabikho ukusekelwa okuhle, amanani e-bisphenol A ayi-oscillation ebuthakathaka, intengo emaphakathi yanyanga zonke yehle ngo-18.45%, ibalwa kuqala embonini ye-phenol ketone ukwehla.
I-July phenone industry analysis up and down analysis
Ukwengeza, kusukela ku-July phenol ketone industry chain izibalo zanyanga zonke zenani lentengo, ukwehla komkhiqizo ngamunye kugxilwe ku-5% -15%; Ngaphezu kwalokho, ukwehla okuphawuleka kakhulu lapho i-bisphenol A, intengo emaphakathi yanyanga zonke engu-18.45% iphansi kuneringi.
I-Phenolic ketone industry chain ukuhlaziywa kwemakethe yemikhiqizo eyinhloko
I-benzene ehlanzekile
NgoJulayi, imakethe yasekhaya ye-benzene ehlanzekile iyonke iwumkhuba ophansi, ingxenye yokuqala yokushaqeka kukawoyela ongahluziwe, ukuwohloka okuhlanzekile kwe-benzene kwamanye amazwe ukwehla okubanzi, ukuntuleka kwemakethe yangaphandle yokusekelwa kwemakethe, i-port pure benzene inventory ihlala iphansi, kodwa ingcindezi ye-downstream ingcindezi, i-East China pure benzene market yehle kakhulu; engxenyeni yesibili kawoyela ongahluziwe kanye nokushintshisana kwangaphandle kwe-benzene okuhlanzekile kubambelele phezulu, isimo sengqondo semakethe siba ngcono, i-port pure benzene inventory iyaqhubeka nokuwohloka, izingxoxo zemakethe ye-benzene yase-East China zakhuphuka kakhulu, izingxoxo zemakethe zakhuphukela ku-9600-9650 yuan/ton, kodwa njengoba kusondela ukuphela kwenyanga, imakethe yaseMpumalanga ye-China yabuyisela ngokushesha izingxoxo ezingu-08/8 ton 8. Kodwa-ke, ukuguquguquka eNyakatho neChina kulinganiselwe, futhi umfula ongezansi udinga nje ukuthengwa, umehluko wokuhlukaniswa kwemakethe ukhona. Kusukela ngomhlaka-29 Julayi, ireferensi yezingxoxo zemakethe ye-benzene ehlanzekile ye-East China 8850-8900 yuan / ton, ukunikezwa okujwayelekile kwemakethe yaseNyakatho yeShayina ngo-8900-8950 yuan / ton, inhloso yokuthenga ephansi komfula enkulu ngo-8800-8850 yuan / ton ukulethwa.
Imakethe ye-benzene ehlanzekile kulindeleke ukuthi iqale ngo-Agasti, isikhala sokuguquguquka silinganiselwe. Umugqa wezindleko zokungeniswa kwe-benzene ubheke phansi, ukuntuleka kosekelo lwemakethe ye-benzene emsulwa, kuyilapho ukulahleka kochungechunge lwemboni engezansi komfula kusaqhubeka, kanye nohlelo lokulungiswa kwemishini ephansi komfula lugxile kakhulu, ukuncipha kwesidingo semakethe. Ngokuqondene ne-benzene ehlanzekile, i-port ye-benzene ehlanzekile ihlala iphansi, kodwa uhlelo olusha lokulungisa lwe-benzene oluhlanzekile lunomkhawulo, futhi i-Shanghai Petrochemical, i-Qilu Petrochemical nezinye izisetshenziswa zizoqala kabusha ngokulandelana, ukutholakala kwemakethe ye-benzene okuhlanzekile sekubuyile, okuyisisekelo se-short iyonke, kodwa isimo samazwe ngamazwe siyashintsha, uwoyela ongahluziwe wenyuka naphansi ngendlela ehlelekile, imakethe ehlanzekile ye-benzec ebanzi, futhi imakethe ye-flue iyanda.
Ipropylene
NgoJulayi, umdlalo wokuhlinzeka kanye nesidingo wanda, futhi amanani e-propylene ashaqeka kakhulu. Phakathi nenyanga, isikhungo samandla adonsela phansi amanani e-propylene sawa kancane kancane, ukushiyeka okuyinhloko kungokulandelayo.
Okokuqala, uwoyela ongahluziwe wamazwe ngamazwe wagcina ukuguquguquka okuhlukahlukene, kodwa isikhungo samanani adonsela phansi saqhubeka nokwehla, ukwehla njalo, ukudangala kwemakethe.
Okwesibili ubuthakathaka bemakethe yesikhathi esizayo ye-polypropylene, isidingo esibuthakathaka se-polypropylene, ukusabalala kwe-powder / propylene kuncane, ukuqala komsebenzi jikelele kuhlala kuphansi, thenga ukukhanya kwe-Hing.
Okwesithathu, ukuthambekela okuyinhloko kwamakhemikhali aphansi komfula kubuthakathaka phakathi nenyanga, inzuzo iyancipha kakhulu, futhi ngisho nokulahlekelwa, ezinye zezitshalo eziyinhloko ziye zavala futhi zingalungile, zehlisa isidingo se-propylene.
Okwesine, ukunikezwa kwe-propylene kuningi, ikakhulukazi engxenyeni yokuqala yenyanga, ukugcinwa kwemakethe ye-propylene kunqunyelwe, nokwanda kwemithombo engenisiwe, ingcindezi yokuncintisana jikelele.
Maphakathi nasekupheleni kwenyanga, imakethe ye-propylene yaphindeka kancane, futhi izici eziyinhloko ezisekela amanani entengo ye-propylene zaziwuhlangothi oluhle lokuhlinzeka nokusekelwa kwengqondo yabakhiqizi. Maphakathi nenyanga, ukuvalwa kwesikhashana kwe-Hebei Haiwei, i-Dongying indawo yokuhluza eyodwa kanye nesitobhi esifushane sedivayisi ye-hydrocarbon, okuthuthukisa ukucabanga kwemakethe; ukuphela kwenyanga ukushintshwa kwe-Qilu Petrochemical, eNyakatho ye-China, e-East China ukusekelwa kokuvalwa kwe-PDH ngakunye. Ngakolunye uhlangothi, ingqondo yezimboni, ngoba ingcindezi yamanje yezindleko zepropylene ayinciphisi, ngakho-ke abakhiqizi baqinile ukusekela intengo, njengoba i-propylene kancane kancane ibuyela emuva ngemva kokuba abakhiqizi bengenamandla azimisele ukuqhubeka nokuwa, futhi babambe imakethe ukuze balinde futhi babone, umfula ongezansi kuyisigaba sokugcwaliswa okuphansi. Ngasekupheleni komhlaka-29, ukuthengiselana okujwayelekile eShandong bekungamayuan/ton angama-7300-7320, kwehle ngo-365 yuan/ton kusukela ngasekupheleni kwenyanga edlule, futhi uhla lokuguquguquka kwentengo e-Shandong lalingu-7150-7650 yuan/ton, ne-amplitude engu-6.99%.
Iminotho emikhulu eYurophu nase-United States iyaqhubeka nokukhuphula izinga lenzalo, kodwa ayikho inqubekelaphambili ebalulekile ekunqandeni ukwehla kwamandla emali okwamanje, izimpawu zokucindezela komnotho ziyanqwabelana, isimo somnotho womhlaba wonke siguqubele, umnotho uzokwandisa kancane kancane ingcindezi engalungile kuwoyela ongahluziwe, amanani kawoyela ongahluziwe abuyele emuva ukuze acindezele ingqondo yemakethe, kodwa ingcindezi ayincishisiwe, i-propylene iyancipha. Ngakolunye uhlangothi, sikhathazekile ngokukhululwa kwamandla amasha okukhiqiza, i-Haiyi ne-Tianhong kulindeleke ukuthi ifakwe ekukhiqizeni, futhi ukunikezwa kuzoqhubeka nokukhula. Ohlangothini lwesidingo, ukusebenza kwenzuzo okuyinhloko okungaphansi komfula akukuhle, ngakho-ke izinga lokuqalisa jikelele liyisilinganiso, futhi imakethe iqapha ukuthenga, intengo ephezulu yokumelana ne-propylene inamandla, iningi lemakethe njengoba linjalo, lisadinga ukunaka kakhulu ukuthambekela kwekusasa le-polypropylene kanye nezinguquko zenzuzo yamakhemikhali ezansi nomfula. Kulindeleke ukuthi imakethe ye-propylene ngo-Agasti izoba ngaphansi kwengcindezi evela ekuhlinzekeni nasekufuneni, futhi umkhuba ojwayelekile uzocindezeleka ngaphambi kokukhuphuka, futhi isikhungo samanani adonsela phansi sizokwehla kancane ngoJulayi, kodwa ngokusekelwa ohlangothini lwezindleko, ukwehla kungase kube okulinganiselwe.
I-Phenol
Ukuguquguquka kwemakethe yasekhaya ye-phenol kaJulayi, amanani ehla ngemva kokuphindaphinda okusheshayo, umehluko wentengo ephezulu nephansi wamayuan angu-1,725/ton. Ekuqaleni kwenyanga, ingcindezi yemakethe ekuhlinzekweni nasekufuneni okuyisisekelo yanda, igesi yokuthenga ezansi nomfula ibuthakathaka, ukuntuleka kwenhloso yophenyo yokusekela amanani ezingxoxo zemakethe kancane kancane kwaba buthaka. Ngasikhathi sinye, ukwehla kokushaqeka kwentengo ye-benzene ekhuphuka nomfula, kuphinde kwenza imakethe ye-bearish ikhule, ukuthenga kuqaphe kakhulu, futhi ukuthunyelwa kwefekthri engezansi akukuhle, inhloso yokuthengwa kwempahla eluhlaza ibuthakathaka nakakhulu. Thenga ukushoda kwegesi yesikhathi eside, okwenza ingcindezi ye-supply-side iqhubeke nokukhula, amanani okuthumela abathengisi awela ngokushesha kuze kube maphakathi nenyanga, intengo yemakethe yokwethuka iyancipha, amanani entengo yase-East China kanye awela ku-8300 yuan / ton. Kodwa-ke, ngokuncipha okudlulele kwamanani, abakhiqizi be-phenol ketone balahlekelwa kakhulu, ezinye zedivayisi zilayisha phansi noma zivaliwe, okuqhutshwa yilokhu, isimo sengqondo somkhakha siqinile kancane, abanye abahwebi kanye nezimboni ezingaphansi komfula ziye ekuthengeni okuphansi, okudala ukuphindaphinda ngokushesha kwamanani. Izintengo zemakethe yaseMpumalanga ye-China zibuyele ku-RMB 9,350-9,400/mt. Nakuba intengo iphinde yakhuphuka ngokushesha, kodwa isimo sesidingo esintekenteke somfula asizange sibe ngcono, futhi intengo yokuxoxisana yemakethe yayisabuswa i-oscillation ebuthakathaka enyangeni elandelayo. Kusukela ngomhla ka-28 Julayi, intengo okuxoxiswene ngayo yemakethe ye-phenol e-East China yayingu-RMB 9,050-9,100/ton, yehle ngo-RMB 1,150/ton kusukela ngomhlaka-30 Juni.
Ibanga lentengo yemakethe ye-phenol yasekhaya kulindeleke ukuthi lilungiswe ngo-Agasti, ngemva kokuphindaphinda kusukela ekugxumeni, nakuba isidingo esingaphansi komfula sisebuthakathaka, kodwa izinga lokuqala le-phenol ketone nalo liye lehla, ukunikezwa nokuphikisana kwesidingo kuncishisiwe. Futhi izinto zokusetshenziswa kanye nokwesekwa kwezindleko ze-benzene kanye ne-propylene kukhona, ngenxa yokulahlekelwa okukhulu ekukhiqizeni, amanani e-phenol aqhubeka nokwehla kancane, kodwa uhlangothi lokufunwa luhlale lucindezela amanani, amanani kulindeleke ukuthi ahlale elungiswa e-range-boundary ngo-August.
I-acetone
Imakethe ye-acetone yazinza ngemva kokucwiliswa ngoJulayi, futhi ekupheleni kwenyanga, amanani emakethe yaseMpumalanga China ayephansi kunokuphela kwenyanga edlule ngenani eliphelele lama-yuan angu-450 / ton kuya ku-4,850 yuan/ton. Ekuqaleni kwenyanga, ukwehla kukawoyela ongahluziwe emhlabeni jikelele, ukwehla kwempahla, izinto ezingavuthiwe ze-benzene zaqhubeka nokuwa, ukuwohloka kwezindleko, ukuthembela kwabanikazi bamasheya kuyehla, ukuthengwa ngokuqapha, ukulinda amanani aphansi ukuze kuthengwe, ngaphezu kwemikhiqizo esezingeni eliphansi nayo yathamba, abathengisi kwadingeka ukuthi benze izivumelwano, ukwehla kwenani lomkhumbi kuqala, ukukhuphuka kwentengo yomkhumbi kuqala. imboni ye-phenol ne-ketone, amanani ebhizinisi ehla, kuyilapho isidingo esingezansi singazange sithuthuke, inhloso yokuthenga iphansi, abathengisi kwadingeka benze isivumelwano Engxenyeni yesibili ye-inventory ye-port yehlile, ukuzimisela kosomabhizinisi ukwehla akuqinile, ne-Zhejiang Petrochemical amathani angu-650,000 / ngonyaka we-phenol ketone ukumisa, intengo ye-phenol ketone elindelekile, okulindelekile ukuhlinzeka ngezindleko eziphezulu. yebhizinisi, nezintengo zemakethe ohlangothini oluphansi, imakethe yaphindeka kancane kancane, nakuba isidingo esingaphansi komfula singesiningi, kodwa ukulandelela okwenziwayo, imakethe isiqalile, ukuthengiselana ngokuvamile kuyisidingo nje.
Imakethe ye-acetone kulindeleke ukuthi inyakaze ngo-Agasti, ikhuphuke kalula ukuwa, i-Zhejiang Petrochemical isethi ye-phenol ketone parking, i-Huizhou Zhongxin phenol ketone parking, i-Yangzhou Shanyou phenol ketone plant ihlela ukulungisa kabusha kusenesikhathi, i-Bluestar Harbin phenol ketone plant ihlela ukuqala ekuguqulweni kwe-5th, izinhlelo eziningi zemakethe ezithintekayo, izinkampani ezithintekayo zizoncishiswa kakhulu. umuzwa, kodwa isidingo esingezansi komfula ukuze kuthuthukiswe ubunzima, isimo esifushane neside simile, siphelele Ukuze ubone, imakethe ye-acetone kulindeleke ukuthi iqhubeke nokuzinza ngo-August, ungalahli ukuthi kungenzeka ukuphindaphinda okuncane.
I-Bisphenol A
NgoJulayi, imakethe yasekhaya ye-bisphenol A yehla kuqala yabe isikhuphuka. Ekuqaleni kwenyanga, impahla eluhlaza i-phenol ketone yaphinde yathamba, imakethe ye-epoxy resin kanye ne-PC yaqhubeka yehla, isidingo sezinto zokusetshenziswa besilokhu sivilapha, imakethe ye-bisphenol A ibilokhu ingenakho ukusekelwa okuhle, njengoba intengo ekhona ye-bisphenol A ibingaphansi kwezindleko, ngakho-ke amafektri amaningi ukunciphisa ukusebenza okungekuhle noma indawo yokupaka ukuze igcine ukuvulwa kwemakethe, ikakhulukazi ukuvulwa kwemakethe, ikakhulukazi i-7% wawa kancane. Maphakathi nenyanga, imakethe yakhuphuka kancane, i-Zhejiang Petrochemical ibhida kabili, imakethe yanda kancane, kodwa ukuguqulwa kwentengo akukukhulu, i-downstream epoxy resin kanye nemakethe ye-PC isasebenza kancane kancane, ivolumu yemakethe kunzima ukusekela ukwakheka kokusekelwa okuhle kwemakethe ye-bisphenol A. Futhi izinto zokusetshenziswa kwe-phenol ne-acetone kwehla kakhulu. Ngakho-ke, imakethe okwamanje ayinakho ukwesekwa okuhle, ithembele ekugcwaliseni nje komfula futhi ayikwazi ukuletha umfutho ophakeme emakethe. Ukulinda nokubona kwemakethe yesikhashana noma ukusebenza oscillating. Ekupheleni kwenyanga, izinga lezinto ezingavuthiwe liwukusekela okuhle kokulungiswa kwefekthri okwengeziwe, kuqhubekisela phambili impahla eluhlaza, kodwa uchungechunge lwezimboni lwe-epichlorohydrin ne-epoxy resin alithintwa yikho, ukuqhubeka kokulungiswa okwehlayo, ngaleyo ndlela kukhawulele ukubheke phezulu kwesikhala se-bisphenol A. Esikhathini esifushane, ukuhlanganiswa kwe-bisphenol A noma ukusebenza okubuthakathaka. Kusukela ngomhla ka-29 Julayi, i-East China ye-bisphenol A yereferensi yezingxoxo zemakethe ngo-11,900-12,000 yuan / ton, uma kuqhathaniswa nokuphela kwenyanga edlule 13,000-13,100 yuan / ton yenani okuxoxiswene ngalo lilonke lehle ngo-1,100 yuan / ton.
Imakethe yasekhaya ye-BPA kulindeleke ukuthi iqhubeke nokuzamazama ngo-Agasti. I-phenol kanye nokwesekwa kwe-acetone okukabili kusatholakala, okuhambisana nokuncishiswa kancane kancane kwalolu bhubhane, isidingo esingaphansi komfula kulindeleke ukuthi silulame, sinikeze ukusekelwa kwe-bisphenol A, kodwa ukunikezwa kwemakethe kwamanje kuningi uma kuqhathaniswa, kukhona inani elithile lokumelana nokuthunyelwa kwabanikazi bamasheya, imakethe maningi amathuba okuba iguquguquke ukuze inikeze ukunakwa okubanzi, nezinguquko.
I-Chemwinyinkampani ehweba ngamakhemikhali aluhlaza eChina, etholakala eShanghai Pudong New Area, enoxhaxha lwamachweba, izikhumulo, izikhumulo zezindiza nezokuthutha ngojantshi, futhi inezindawo zokugcina amakhemikhali neziyingozi eShanghai, eGuangzhou, eJiangyin, eDalian naseNingbo Zhoushan, eChina, egcina amathani angaphezu kuka-50,000 ezinto ezisetshenziswayo unyaka wonke, ukwamukela amakhemikhali anele, ukuthenga nezinto ezingavuthiwe. chemwinii-imeyili:service@skychemwin.comwhatsapp: 19117288062 Ucingo: +86 4008620777 +86 19117288062
Isikhathi sokuthumela: Aug-05-2022