Intengo ye-Toluene disocyanates yaqala ukukhuphuka futhi ngoSepthemba 28, ikhuphuke ngo-1.3%, ecashunwe ku-yuan/ton ka-19601, okuwukukhuphuka okunqwabelanayo okungama-30% kusukela ngo-Agasti 3. Ngemva kwalesi sikhathi sokunyuka, intengo ye-TDI isisondele endaweni ephakeme ye-19,800 yuan / ton. ngoFebhuwari nonyaka.Ngaphansi kokulinganisa okuvamile, izinga lokukhula elimaphakathi lonyaka lesidingo se-TDI eminyakeni embalwa ezayo lizoba cishe ku-5.52%.Uma sibheka phambili engxenyeni yesibili yonyaka, amakhemikhali azongenisa imigqa emibili eyinhloko yokululama ngaphakathi nangaphandle, futhi umthamo wokuthunyelwa kwamakhemikhali aseChina eYurophu uzokhula kakhulu.

Ngokukhethekile ezinkampanini ezisohlwini, i-Wanhua Chemical yamemezela ukuthi kusukela ngo-Okthoba 2022, intengo esohlwini ye-Wanhua Chemical Group Co., Ltd. ye-polymeric MDI e-China ingu-RMB19,800/ton (ikhuphuke ngo-RMB2,300/ton kusukela ngentengo kaSepthemba);intengo esohlwini ye-MDI emsulwa ingu-RMB23,000/ton (ikhuphuke ngo-RMB2,000/ton kusukela ngentengo kaSepthemba).

Isamba esingama-32% sezinkampani ezidinga amandla kagesi ziphoqelekile ukuthi zisike konke noma ingxenye yokukhiqiza kwazo ngenxa yokwenyuka okubukhali kwamanani entengo kagesi yemvelo yaseYurophu, okuyinkomba yokuphinda kabili isilinganiso sembonini yonkana.Ukukhiqizwa kwe-European MDI kanye ne-TDI kokubili kungaphezu kwekota yokukhiqizwa komhlaba wonke, kanti izitshalo zamakhemikhali zaseYurophu naseMelika i-MDI kanye ne-TDI zikhiqiza igebe lokuhlinzeka.

Ama-ejensi aveza ukuthi intengo yegesi yemvelo kulindeleke ukuthi ihlale iphezulu uma kuqhathaniswa nokwanda kokungaqiniseki mayelana nokungeniswa kwegesi yaseYurophu.Igesi yemvelo iwumthombo wamandla wezimboni obalulekile kanye nempahla eluhlaza kwamanye amakhemikhali eYurophu.Umthamo wamanje wokukhiqiza wase-Europe ubalwa nenani eliphakeme kakhulu lamavithamini, i-methionine, i-PVP, i-MDI, i-TDI, i-m-cresol, njll. Emabhizinisini asekhaya afanelekile, ngakolunye uhlangothi, kulindeleke ukuthi ahlomule ekukhuphukeni kwamanani esifunda okubalulekile. amakhemikhali ase-Europe adluliselwe emalini ekhuphukayo yentengo yomhlaba, ngakolunye uhlangothi, ungasebenzisa izindleko eziphansi kakhulu zezinto zokusetshenziswa zasekhaya ukukhulisa ukuncintisana kokuthekelisa kwamanye amazwe.

Umbiko wocwaningo lweGuoxin Securities uveze ukuthi i-MDI emsulwa, kusukela ngoSepthemba 8, imithombo yaseShanghai inikela nge-18,200-18,800 yuan / ton, imithombo engenisiwe inikela nge-18,200-18,800 yuan /.I-TDI, ngo-2022, ukuqina kwezingxabano zezwe noma isimo sezulu esibi kakhulu kwaholela ekwenyukeni okukhulu kwenkinga yamandla aseYurophu, izinkampani zamakhemikhali zaseYurophu zizoqhubeka nokuba ngaphansi kwezindleko ezikhulayo zamandla kanye nokushoda kwempahla eluhlaza Umthelela omubi wakamuva, i-Europe - China. ukusabalala kwe-TDI yemakethe kuqhubekile nokukhula kwaba ngaphezu kuka-$1400/ton.Njengamanje, ingcindezi ye-inventory ye-TDI phakathi nendawo nangaphansi ayinkulu, kodwa ukugaya kwesidingo setheminali kusahamba kancane.Abahlaziyi basikisela ukunaka ngenkuthalo ukusebenza kwemishini yaphesheya kanye nokuma kokuthekelisa kwabakhiqizi basekhaya.

Ngokombono wesidingo sesikhathi esimaphakathi neside, i-MDI, isidingo somhlaba wonke se-MDI siqhubekile nokukhula eminyakeni eyi-10 edlule, sisuka kumathani ayizigidi ezi-4.65 ngo-2011 saya kumathani ayizigidi ezingu-7.385 ngo-2020, ne-CAGR engu-5.27%, ephakeme kunaleyo. izinga lokukhula kwe-GDP ngesikhathi esifanayo, futhi isidingo sibikezelwa ukuthi sizokhula ngezinga lokukhula elihlanganisiwe lika-5% (ngaphakathi kwebanga lika-4% -6%) eminyakeni emi-5 ezayo.Isidingo se-MDI kulindeleke ukuthi sikhule ku-CAGR ka-5% (4% -6%) eminyakeni emihlanu ezayo.Ngaphansi kwezilinganiso eziqinile, abahlaziyi babale ukuthi izinga lokukhula elimaphakathi lonyaka lesidingo se-TDI eminyakeni embalwa ezayo lizoba cishe ku-5.52%.

Uma sibheka phambili engxenyeni yesibili yonyaka, imboni yamakhemikhali izongenisa imigqa emibili eyinhloko yokuvuselela kwangaphakathi nangaphandle, ngenxa yamanani aphezulu wamanje wamandla eYurophu kancane kancane ahambisa imikhiqizo yamakhemikhali, amanani omkhiqizo wamakhemikhali aseYurophu ukuthuthukisa, amakhemikhali asekhaya. amanani nezintengo zaseYurophu ziyaqhubeka nokwandisa igebe, kuhambisana nentengo yempahla yasolwandle ihlehle, abahlaziyi bakholelwa ukuthi umthamo wamakhemikhali aseShayina athunyelwa eYurophu uzokhula kakhulu.

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