1,Uhlolojikelele lwemakethe
Muva nje, ngemva kwezinyanga ezimbili zokwehla okuqhubekayo, ukwehla kwemakethe yasekhaya ye-acrylonitrile kuye kwancipha kancane kancane. Kusukela ngo-June 25th, yasekhayaintengo yemakethe ye-acrylonitrileihlale izinzile ku-9233 yuan/ton. Ukwehla kwamanani ezimakethe kusenesikhathi kwaba ngenxa yokungqubuzana phakathi kokukhula kokulethwa kwezidingo kanye nesidingo esibuthakathaka uma kuqhathaniswa. Kodwa-ke, ngokugcinwa kwamanye amadivaysi kanye nokwenyuka kwezindleko zempahla eluhlaza, abakhiqizi be-acrylonitrile baye baqala ukubonisa ukuzimisela okuqinile ukuphakamisa amanani, futhi kunezibonakaliso zokuzinza kwemakethe.
2,Ukuhlaziywa kwezindleko
Umkhuba wakamuva wokuguquguquka okuphezulu emakethe ye-propylene yempahla eluhlaza unikeze ukwesekwa okuqinile kwezindleko ze-acrylonitrile. Ukungena kuJuni, amanye amayunithi e-PDH epropylene angaphandle abhekana nokunakekelwa ngezikhathi ezithile okuholela ekushodeleni kokuphakelwa kwendawo, okubuye kwenyuse amanani epropylene. Njengamanje, intengo yepropylene emakethe yaseShandong isifinyelele ku-7178 yuan/ton. Ezimbonini ze-acrylonitrile ezinikeza izinto zokusetshenziswa ngaphandle, izindleko zezinto ezingavuthiwe ze-propylene zikhuphuke cishe ngamayuan angama-400/ton. Phakathi naleso sikhathi, ngenxa yokwehla okuqhubekayo kwamanani e-acrylonitrile, inzuzo enkulu yokukhiqiza yehle kakhulu, futhi eminye imikhiqizo isivele ibonise isimo sokulahlekelwa. Ukucindezela kwezindleko ezikhulayo kuqinise ukuzimisela kwabakhiqizi be-acrylonitrile ukungena emakethe, futhi izinga lokusebenzisa amandla embonini alikathuthukiswa. Amanye amadivaysi aseqalile ukusebenza ngaphansi komthwalo owehlisiwe.
3,Ukuhlaziywa kohlangothi lokunikezela
Mayelana nokuhlinzekwa, ukulungiswa kwakamuva kwamanye amadivaysi kwehlise ingcindezi yokuhlinzekwa kwemakethe. Ngomhla ziyisi-6 kuJuni, iyunithi ye-acrylonitrile yamathani angu-260000 e-Korul yavalwa ukuze ilungiswe njengoba kwakuhleliwe. Ngomhla ziyi-18 kuJuni, iyunithi ye-acrylonitrile yamathani angu-260000 e-Selbang nayo yavalwa ukuze ilungiswe. Lezi zinyathelo zokunakekela ziphinde zehlisa izinga lokusebenzisa amandla embonini ye-acrylonitrile laya ngaphansi kwama-80%, okwamanje elilinganiselwa kuma-78%. Ukwehliswa kokukhiqizwa kuye kwanciphisa ngempumelelo ingcindezi yokuthengiswa ngokweqile kwe-acrylonitrile, okwenza i-inventory yefekthri ilawuleke futhi inikeze abakhiqizi isisusa sokunyusa amanani.
4,Funa ukuhlaziya ohlangothini
Ngokombono wezimakethe zabathengi ezingezansi, isidingo sisebuthakathaka okwamanje. Nakuba ukunikezwa kwasekhaya kwe-acrylonitrile kuye kwanda kusukela ngoJuni, futhi ukusetshenziswa kwe-downstream kuye kwanda inyanga nenyanga, izinga lokusebenza jikelele lisesezingeni eliphansi, ngokusekelwa okulinganiselwe kwamanani e-acrylonitrile. Ikakhulukazi ngemva kokungena ku-off-season, ukuthambekela kokukhula kokusetshenziswa kungase kube nzima ukuqhubeka futhi kubonise izimpawu zokuba buthakathaka. Uma sithatha okokusebenza kwe-ABS njengesibonelo, izinga lokusebenza elimaphakathi lemishini ye-ABS e-China muva nje libe ngu-68.80%, inyanga ngenyanga yehle ngo-0.24%, kanye nokwehla konyaka ngonyaka ngo-8.24%. Sekukonke, isidingo se-acrylonitrile sihlala sibuthakathaka, futhi imakethe ayinawo umfutho owanele wokubuyisela kabusha osebenzayo.
5,I-Market Outlook
Sekukonke, imakethe ye-propylene yasekhaya izogcina inkambiso ephezulu yokusebenza esikhathini esifushane, futhi ukusekelwa kwezindleko kusekhona. Engxenyeni yokugcina yonyaka, abanikazi bamabhizinisi abaningi bazobheka isimo sokuxazulula izimboni ezinkulu ze-acrylonitrile, futhi ukuthengwa kwempahla esizeni kuzogcina isidingo esiqinile. Uma kungekho izindaba ezisobala zokuthuthukisa, isikhungo sokuhweba semakethe ye-acrylonitrile kulindeleke ukuthi sihlale sizinzile. Kulindeleke ukuthi intengo okuxoxiswene ngayo okujwayelekile yokuzitholela amathini kusuka emachwebeni ase-East China izoshintshashintsha cishe ku-9200-9500 yuan/ton. Kodwa-ke, uma kucatshangelwa isidingo esintekenteke somfula kanye nengcindezi yokuhlinzeka, kusenezinto ezingaqinisekile emakethe, futhi kuyadingeka ukuqapha ngokucophelela ukuguquguquka kwemboni kanye nezinguquko ezidingweni zemakethe.
Isikhathi sokuthumela: Jun-27-2024