Kusukela ngo-August, intengo yasekhaya ye-acetic acid ibilokhu ikhuphuka ngokuqhubekayo, kanti intengo yemakethe eyisilinganiso engu-2877 yuan/ton ekuqaleni kwenyanga ikhuphuke yafinyelela ku-3745 yuan/ton, inyanga ngenyanga yokwenyuka ngo-30.17%.Ukwenyuka kwentengo okuqhubekayo kwamasonto onke kuphinde kwenyusa inzuzo ye-acetic acid.Kulinganiselwa ukuthi inzuzo eyingqikithi ye-acetic acid ngo-Agasti 21 yayingaba ngu-1070 yuan/ton.Le mpumelelo "yenzuzo ye-yuan eyinkulungwane" iphinde yaphakamisa ukungabaza emakethe mayelana nokusimama kwamanani aphezulu.
Isikhathi esijwayelekile se-downstream off-season ngoJulayi no-August ayizange ibe nomthelela omubi kakhulu emakethe.Ngokuphambene nalokho, izici zokuhlinzeka zibambe iqhaza ekubhebhethekiseni isimo, zaguqula imakethe ye-acetic acid eyayinezindleko ekuqaleni ibe iphethini elifunwa kakhulu.

Izinga lokusebenza kwezitshalo ze-acetic lehlile, okuzuzisa imakethe
Kusukela ngoJuni, imishini yangaphakathi ye-acetic acid ihlelelwe ukugcinwa, okuholela ekwehleni kwezinga lokusebenza libe okungenani ngama-67%.Amandla okukhiqiza ale mishini yokulungisa makhulu uma kuqhathaniswa, kanti nesikhathi sokuyigcina siside.I-inventory yebhizinisi ngalinye iyaqhubeka nokwehla, futhi izinga lokusungula lisezingeni eliphansi.Ekuqaleni, bekucatshangwa ukuthi okokusebenza kokulungisa kuzolulama kancane kancane ngoJulayi, kodwa inqubekelaphambili yokutholwa kwezinto ezisetshenziswayo ayikafinyeleli esimeni sokusebenza ngokugcwele, nokushintshashintsha okuqhubekayo kokuqalisa nokumisa, okuholela ekuvinjweni kwezimpahla zesikhathi eside ezingase zikwazi ukusebenza. ngeke ithengiswe ngobuningi ngoJuni futhi ngoJulayi, futhi uhlu lwamagama emakethe luyaqhubeka ukuhlala luphansi.

Ngokufika kuka-Agasti, izinto zokusebenza ezijwayelekile zokulungiswa kokuqala ziya ngokuya zilulama.Kodwa-ke, ukushisa okushisayo kubangele ukwehluleka njalo kwemishini kwabanye abakhiqizi, futhi izimo zokunakekelwa kanye namaphutha zenzeke ngendlela egxilile.Ngenxa yalezi zizathu, izinga lokusebenza le-acetic acid alikakafiki ezingeni eliphezulu.Ngemuva kokuqoqwa kwesondlo ezinyangeni ezimbili zokuqala, kube nokushoda kwezimpahla emakethe, okuholele ekuthengiseni ngokweqile emabhizinisini ahlukene ngo-Agasti.Ukunikezwa kwezindawo zemakethe bekuminyene kakhulu, futhi amanani nawo akhuphuke kakhulu.Kusukela kulesi simo, kungabonakala ukuthi ukushoda kwezindawo zokuhlinzeka ngo-Agasti akuzange kubangelwe ukuqagela kwesikhashana, kodwa kunalokho umphumela wokuqongelela isikhathi eside.Kusukela ngoJuni kuya kuJulayi, amabhizinisi ahlukahlukene alawule ngempumelelo uhlangothi lokuhlinzeka ngokulungisa nokuxazulula izinkinga, ngokugcina uhlu oluzinzile lwe-acetic acid.Kungashiwo ukuthi lokhu kunikeze izimo ezivumayo zokwenyuka kwamanani e-acetic acid ngo-August.
2. Isidingo se-downstream siyathuthuka, kusize imakethe ye-acetic acid inyuke
Ngo-Agasti, izinga lokusebenza elijwayelekile le-acetic acid ezansi nomfula lalicishe libe ngu-58%, okuwukunyuka okungaba ngu-3.67% uma kuqhathaniswa noJulayi.Lokhu kukhombisa ukuthuthuka okuncane esidingweni sasekhaya esezansi nomfula.Nakuba isilinganiso sanyanga zonke sokusebenza singakadluli ama-60%, ukuqaliswa kabusha kokukhiqizwa kwemikhiqizo ethile kanye nezinto zokusebenza kube nomthelela othile omuhle emakethe yesifunda.Isibonelo, isilinganiso sokusebenza se-vinyl acetate sikhuphuke ngo-18.61% ngo-Agasti.Ukuqalisa kabusha idivayisi kule nyanga bekugxilwe kakhulu esifundeni esisenyakatho-ntshonalanga, okuholele ekuhlinzekeni okuqinile kanye nesimo esiqinile sokunyuka kwamanani esifundeni.Ngaleso sikhathi, izinga lokusebenza le-PTA lisondele ku-80%.Nakuba i-PTA inomthelela omncane enanini le-acetic acid, izinga layo lokusebenza libonisa ngokuqondile inani le-acetic acid esetshenzisiwe.Njengemakethe eyinhloko ezansi nomfula eMpumalanga China, izinga lokusebenza le-PTA liphinde libe nomthelela omuhle emakethe ye-acetic acid.
Ukuhlaziywa kwe-Aftermarket
Ukunakekelwa komkhiqizi: Okwamanje, uhlu lwamabhizinisi ahlukahlukene lugcinwa lusezingeni eliphansi uma kuqhathaniswa, futhi imakethe ibhekene nokutholakala kwezindawo eziqinile.Amabhizinisi azwela kakhulu ekushintsheni kwe-inventory, futhi uma uhlu lwamagama selunqwabelene, kungase kube nesinye isimo sokungasebenzi kahle nokumiswa kokukhiqiza.Ngaphambi kokuba i-inventory iqongelele, uhlangothi lokunikezela luhlala luzinzile, futhi "ukulungiswa kwamasu" okuncane kungase kube nomthelela omuhle emakethe futhi.Kulindeleke ukuthi cishe ngomhla ka-25 Agasti, kuzoba nezinhlelo zokugcinwa kwamadivayisi amakhulu esifundeni sase-Anhui, angase ahambisane nesikhathi esifushane sokulungiswa kwedivayisi yase-Nanjing, kuyilapho okwamanje kungekho zinhlelo zokulungisa ezivamile ezimenyezelwe kwezinye izifunda.Kulesi simo, kudingekile nakakhulu ukuqapha ngokuseduze ukuguquguquka kwempahla yebhizinisi ngalinye kanye nokwenzeka kokuhluleka kwedivayisi kungazelelwe.
Isidingo esingaphansi komfula: Okwamanje, uhlu lwamagama lwe-acetic acid olukhuphukayo lusalawuleka, futhi izimboni ezansi nomfula zigcina ukukhiqizwa okwesikhashana ngezinkontileka zesikhathi eside.Kodwa-ke, ukukhuphuka ngokushesha kwezintengo ze-acetic acid kwenza kube nzima ukuthi intengo yomkhiqizo engezansi idluliselwe ngokugcwele ukuze kuphele isidingo semakethe.Ezinye izimboni ezinkulu ezansi nomfula zibhekene nengcindezi yokwenza inzuzo.Njengamanje, phakathi kwemikhiqizo eyinhloko ephansi ye-acetic acid, ngaphandle kwe-methyl acetate ne-n-propyl ester, inzuzo yeminye imikhiqizo icishe ilingane nomugqa wezindleko.Izinzuzo ze-vinyl acetate (ekhiqizwe indlela ye-calcium carbide), i-PTA, ne-butyl acetate ize ibonise into ehlanekezelwe.Ngakho-ke, amabhizinisi ambalwa athathe izinyathelo zokunciphisa umthwalo wawo noma amise ukukhiqiza.

Izimboni ezisezansi nazo ziyabuka ukuze zibone ukuthi izintengo zingaboniswa yini enzuzweni egcina intengo.Uma izinzuzo zemikhiqizo ephansi komfula zincipha kuyilapho inani le-acetic acid lihlala liphezulu, kulindeleke ukuthi ukukhiqizwa komfula kungase kuqhubeke ukwehla ukuze kulinganisele isimo senzuzo.

Amandla amasha okukhiqiza: Kulindeleke ukuthi ekupheleni kukaSepthemba nasekuqaleni kuka-Okthoba, kube nenani elikhulu lamayunithi amasha okukhiqiza i-vinyl acetate, engaba amathani angaba ngu-390000 womthamo omusha wokukhiqiza, futhi kulindeleke ukuthi kudle cishe amathani angu-270000 i-acetic acid.Ngesikhathi esifanayo, kulindeleke ukuthi amandla amasha okukhiqiza e-caprolactam azofinyelela amathani angu-300000, azodla amathani angaba ngu-240000 we-acetic acid.Njengamanje kuyaqondakala ukuthi imishini ebheke ezansi nomfula okulindeleke ukuthi iqale ukusebenza ingase iqale ukukhiqizwa kwangaphandle kwe-acetic acid maphakathi noSepthemba.Uma kubhekwa indawo eqinile etholakalayo emakethe ye-acetic acid, ukukhiqizwa kwalezi zisetshenziswa ezintsha kuzophinde kunikeze ukwesekwa okuhle kwemakethe ye-acetic acid.

Esikhathini esifushane, intengo ye-acetic acid isalondoloza ukuguquguquka okuphezulu, kodwa ukunyuka ngokweqile kwamanani e-acetic acid ngesonto eledlule kubangele ukukhushulwa kokumelana nabakhiqizi abangaphansi komfula, okuholela ekunciphiseni komthwalo kancane kancane kanye nokwehla kwentshiseko yokuthenga.Njengamanje, kukhona "igwebu" elibiza kakhulu emakethe ye-acetic, ngakho intengo ingase yehle kancane.Mayelana nesimo semakethe ngoSepthemba, kusadingeka ukuqapha ngokucophelela isikhathi sokukhiqiza umthamo omusha wokukhiqiza i-acetic acid.Njengamanje, inani le-acetic acid liphansi futhi lingagcinwa kuze kube sekuqaleni kukaSeptemba.Uma amandla amasha okukhiqiza engasebenzi njengoba kuhleliwe ngaphambi kokuphela kukaSepthemba, umthamo wokukhiqiza omusha ongaphansi komfula ungase uthengelwe i-acetic acid kusengaphambili.Ngakho-ke, sihlala sinethemba mayelana nokuthambekela kwemakethe ngoSepthemba futhi sidinga ukubheka izitayela ezithile zezimakethe ezikhuphuka nomfula, siqaphe ngokucophelela izinguquko zesikhathi sangempela emakethe.