1,Ukunwetshwa okusheshayo kwamandla okukhiqiza kanye nokugcwala ngokweqile emakethe
Kusukela ngo-2021, umthamo ophelele wokukhiqiza we-DMF (dimethylformamide) e-China ungene esigabeni sokukhula ngokushesha. Ngokwezibalo, isamba sokukhiqiza samabhizinisi e-DMF sikhule ngokushesha sisuka kumathani angama-910000/ngonyaka saya emathani ayizigidi eziyi-1.77/ngonyaka kulo nyaka, ngokukhula okuhlanganisiwe okungamathani angama-860000 ngonyaka, izinga lokukhula lika-94.5%. Ukwanda okusheshayo kwamandla okukhiqiza kuholele ekwenyukeni okukhulu kokuhlinzekwa kwemakethe, kuyilapho ukulandelwa kwesidingo kunqunyelwe, ngaleyo ndlela kubhebhethekise ukungqubuzana kokusebenza ngokweqile emakethe. Lokhu kungalingani kwesidingo sokuhlinzekwa kwempahla kuholele ekwehleni okuqhubekayo kwamanani emakethe ye-DMF, ehlela ezingeni eliphansi kakhulu kusukela ngo-2017.
2,Izinga eliphansi lokusebenza kwemboni kanye nokungakwazi kwezimboni ukunyusa amanani
Naphezu kokugcwala ngokweqile emakethe, izinga lokusebenza kwezimboni ze-DMF aliphezulu, ligcinwe kuphela cishe ku-40%. Lokhu kungenxa yokuntenga kwentengo yemakethe, eye yacindezela kakhulu inzuzo yefekthri, okuholele ekutheni amafekthri amaningi akhethe ukuvala ukuze alungiswe ukuze kwehle ukulahlekelwa. Kodwa-ke, ngisho namazinga aphansi okuvula, ukunikezwa kwemakethe kusanele, futhi izimboni zizame ukunyusa amanani izikhathi eziningi kodwa zehlulekile. Lokhu kufakazela futhi ukuqina kobudlelwano bamanje bokuhlinzekwa kwemakethe kanye nesidingo.
3,Ukwehla okukhulu kwenzuzo yebhizinisi
Isimo senzuzo samabhizinisi e-DMF siqhubekile nokuwohloka eminyakeni yamuva nje. Kulo nyaka, inkampani ibisesimweni sokulahlekelwa isikhathi eside, inenzuzo encane kuphela engxenyeni encane kaFebhuwari noMashi. Kuze kube manje, isilinganiso senzuzo eyisamba samabhizinisi asekhaya singama-263 yuan/ton, ukwehla ngo-587 yuan/ton kusuka enzuzweni evamile yangonyaka odlule engu-324 yuan/ton, ngesilinganiso esingu-181%. Iphuzu eliphakeme kakhulu lenzuzo eyisamba kulo nyaka lenzeke maphakathi no-March, cishe ngama-yuan angu-230/ton, kodwa lisengaphansi kakhulu kwenzuzo ephakeme kakhulu yangonyaka odlule engu-1722 yuan/ton. Inzuzo ephansi kakhulu ibonakale maphakathi noMeyi, cishe -685 yuan/ton, nayo ephansi kunenzuzo ephansi yangonyaka odlule engu--497 yuan/ton. Sekukonke, uhla lokuguquguquka kwenzuzo yebhizinisi lunciphile kakhulu, okubonisa ubukhali bendawo yemakethe.
4, Ukushintshashintsha kwentengo yemakethe kanye nomthelela wezindleko zempahla eluhlaza
Kusukela ngoJanuwari kuya ku-April, amanani emakethe yasekhaya ye-DMF aguquguquka kancane ngaphezu nangaphansi komugqa wezindleko. Ngalesi sikhathi, inzuzo iyonke yezinkampani iguquguquke kancane ngokulinganiselwa ku-yuan/ton. Ngenxa yokunakekelwa njalo kwemishini yefekthri ngekota yokuqala, amanani aphansi okusebenza kwezimboni, nokusekelwa okuhle kokuhlinzeka, amanani awazange ehle kakhulu. Khonamanjalo, amanani entengo yezinto zokusetshenziswa i-methanol ne-synthetic ammonia nawo aguquguquka phakathi kwebanga elithile, okube nomthelela othile enanini le-DMF. Kodwa-ke, kusukela ngoMeyi, imakethe ye-DMF iqhubekile nokuwohloka, futhi izimboni ezansi nomfula zingene enkathini engekho, nezintengo zefekthri zangaphambili zehla ngaphansi kwe-4000 yuan/ton mark, okubeka umlando ophansi.
5, Ukubuyela emuva kwemakethe kanye nokwehla okuqhubekayo
Ekupheleni kukaSepthemba, ngenxa yokuvalwa nokugcinwa kahle kwensiza ye-Jiangxi Xinlianxin, kanye nezindaba eziningi ezinhle ezinhle, imakethe ye-DMF yaqala ukukhuphuka ngokuqhubekayo. Ngemuva kweholide Losuku Lukazwelonke, intengo yemakethe ikhuphuke yafinyelela cishe kumayuan angu-500/ton, izintengo ze-DMF zenyuka zaya eduze nolayini wezindleko, futhi ezinye izimboni ziphendule ukulahlekelwa kwaba inzuzo. Nokho, lo mkhuba wokukhuphuka awuzange uqhubeke. Ngemuva maphakathi no-Okthoba, ngokuqalwa kabusha kwamafekthri amaningi e-DMF kanye nokwenyuka okuphawulekayo kokuhlinzekwa kwemakethe, okuhambisana nokumelana nentengo ephezulu kanye nokulandelelwa kwesidingo okwanele, izintengo zemakethe ye-DMF ziye zehla futhi. Kuwo wonke uNovemba, izintengo ze-DMF zaqhubeka nokwehla, zibuyela endaweni ephansi ngaphambi kuka-Okthoba.
6, Umbono wemakethe yesikhathi esizayo
Njengamanje, isitshalo se-120000 ton/ngonyaka se-Guizhou Tianfu Chemical siyaqalwa kabusha, futhi kulindeleke ukuthi sikhiphe imikhiqizo ekuqaleni kwesonto elizayo. Lokhu kuzophinde kwandise ukutholakala kwemakethe. Esikhathini esifushane, imakethe ye-DMF ayinakho ukwesekwa okuhle okusebenzayo futhi kusenezingozi ezimbi emakethe. Kubukeka kunzima ngefekthri ukuguqula ukulahlekelwa kube inzuzo, kodwa uma kucatshangelwa ukucindezela kwezindleko eziphezulu kule femu, kulindeleke ukuthi umkhawulo wenzuzo ube nomkhawulo.
Isikhathi sokuthumela: Nov-26-2024