Muva nje, imikhiqizo eminingi yamakhemikhali eChina yathola ukwanda okuthile, nemikhiqizo ethile ebhekene nokwanda okungaphezulu kwe-10%. Lokhu kulungiswa okuphindisiwe ngemuva kokwehla okubandayo kwacishe kube unyaka ekuqaleni, futhi akuqondisenga inkambiso ehle kakhulu yemakethe. Ngokuzayo, imakethe yemikhiqizo yamakhemikhali yamakhemikhali yaseChina izohlala ibuthakathaka isikhathi eside.
I-Octanol isebenzisa i-acrylic acid kanye ne-synthesis igesi njengezinto zokwakha eziluhlaza, i-valium njenge-catalyst ukukhiqiza i-butyylehdehyde exubile, lapho i-n-butyydehyde, bese kuthi umkhiqizo we-octanol utholakala nge-shrinkage hydrogenation, i-distillation, ukulungiswa kabusha nezinye izinqubo. I-DownTream isetshenziswa ikakhulukazi emkhakheni wamapulasitiki, njenge-dioctyl terephthalate, i-dioctyl perthalic acid, i-isooctyl acrylate, njll. Totm / doa kanye nezinye izinkambu.
Imakethe yaseChina inezinga eliphakeme lokunakwa ku-Octanol. Ngakolunye uhlangothi, ukukhiqizwa kwe-Octanol kuhambisana nokukhiqizwa kwemikhiqizo efana ne-Butanol, okungokwezohingechunge lwemikhiqizo futhi kunomthelela omkhulu wemakethe; Ngakolunye uhlangothi, njengomkhiqizo obalulekile wamapulasitiki, unomthelela oqondile emakethe yabathengi epulasitiki.
Ngonyaka owedlule, imakethe yaseChina Octanol ihlangabezane nokushintshashintsha kwamanani okuphansi, okusukela ku-8650 yuan / ton kuya ku-10750 yuan / ton, ngohla lwama-24.3%. NgoJuni 9, 2023, inani eliphansi kakhulu lalingu-8650 yuan / ithoni, kanti inani eliphakeme kakhulu lalingu-10750 yuan / ton ngoFebhuwari 3, 2023.
Ngonyaka owedlule, intengo yemakethe ye-Octanol iguqukele kakhulu, kepha ama-amplitude aphezulu angama-24% kuphela, aphansi kakhulu kunokwehla kwemakethe yeMaveam. Ngaphezu kwalokho, intengo ephakathi ngonyaka owedlule yayingu-9500 yuan / ithoni, futhi njengamanje imakethe idlule inani elijwayelekile, okukhombisa ukuthi ukusebenza okuphelele kwemakethe kunamandla kunezinga elijwayelekile ngonyaka owedlule.
Umdwebo 1: Umkhuba wentengo we-Octanol Market eChina ngonyaka owedlule (iyunithi: RMB / TON)

Ngaleso sikhathi, ngenxa yentengo yemakethe eqinile ye-Octanol, inzuzo ephelele yokukhiqiza ye-Octanol iyaqinisekiswa ukuthi ibe sezingeni eliphakeme. Ngokusho kwefomula yezindleko ze-propylene, imakethe yaseChina Octanol igcine i-margin yenzuzo ephezulu ngonyaka owedlule. I-margin yenzuzo yesilinganiso semboni yemakethe yaseChina ectanol ingu-29%, nge-margin ephezulu yenzuzo ezungeze ama-40% kanye nomugqa wenzuzo omncane we-17%, kusukela ngo-Mashi 2022 kuya kuJuni 2023 kuya kuJuni 2023 kuya kuJuni 2023.
Kungabonakala ukuthi yize amanani emakethe anciphile, ukukhiqizwa kwe-octanol kusezingeni eliphakeme kakhulu. Uma kuqhathaniswa neminye imikhiqizo, izinga lenzuzo lokukhiqizwa kwe-octanol eChina liphakeme kunezinga elijwayelekile lemikhiqizo yamakhemikhali anobuningi.
Umdwebo 2: Izinguquko zenzuzo ye-Octanol eChina ngonyaka owedlule (iyunithi: RMB / TONT)

Izizathu zezinga eliphakeme eliqheleleke le-Octanol Production Inzuzo kanjena:
Okokuqala, ukwehla kwezindleko ezibonakalayo ezingavuthiwe kukhulu kakhulu kunalokho kwe-Octanol. Ngokusho kwezibalo, i-propylene eChina yehle ngo-14,9% kusuka ngo-Okthoba 2022 kuya kuJuni 2022 kuya kuJuni 2023, kuyilapho amanani e-Octanol enyuka ngo-0.08%. Ngakho-ke, ukwehla kwezindleko ezibonakalayo ezingavuthiwe kuholele ekukhiqizweni okuningi kwe-Octanol, okubuye kube yisizathu esibalulekile sokuqinisekisa ukuthi inzuzo ye-octanol ihlala iphakeme.
Kusukela ngo-2009 kuya ku-2023, ukuguquguquka kwentengo ye-propelene ne-octanol eChina kukhombisa umkhuba ongaguquki, kepha imakethe ye-octanol yayinendawo enkulu yokuphakama nokuguquguquka kwemakethe ye-propylene kwakuyinto ebonakalayo. Ngokwesivivinyo sokuqinisekisa sedatha, izinga elifanelekile lokushintshashintsha kwentengo ku-propylene nasemakethe yama-octanol ngu-68.8%, futhi kunokuhlangana okuthile phakathi kwalokhu okubili, kepha ukuxhumeka kubuthakathaka.
Ukusuka kwisibalo esingezansi, kungabonakala ukuthi kusukela ngoJanuwari 2009 kuya ku-December 2019, inkambiso yokushintshashintsha kanye nokuphakama kwe-propylene ne-octanol ngokuyisisekelo kwakungaguquki. Ukusuka kwidatha efanelekile ngalesi sikhathi, ukulingana phakathi kwalokhu okubili kuzungeze ama-86%, okubonisa ukuxhumeka okuqinile. Kepha kusukela ngo-2020, i-Octanol ikhule kakhulu, okuhluke kakhulu ekuguqukeni komkhuba we-propylene, okubuye kube yisizathu esikhulu sokwehla kokufanele phakathi kwalokhu okubili.
Kusukela ngo-2009 kuya kuJuni 2023, inani lentengo le-Octanol ne-Pepylene eChina liguquliwe (iyunithi: RMB / TON)

Okwesibili, eminyakeni yamuva nje, umthamo omusha wokukhiqiza emakethe ye-octanol eChina ulinganiselwe. Ngokusho kwemininingwane efanelekile, kusukela ngo-2017, akukaze kube khona imishini entsha ye-octanol eChina, futhi amandla okukhiqiza awonke ahlala ezinzile. Ngakolunye uhlangothi, ukwanda kwe-Octanol Scale kudinga ukubamba iqhaza ekwakheni igesi, okukhawulela amabhizinisi amasha. Ngakolunye uhlangothi, ukukhula kancane kwezimakethe zabathengi ezansi nomphumela kuholele ohlangothini lokuhlinzekwa kwemakethe ye-octanol olungaqhutshwa ngesidingo.
Esimweni sokuthi umthamo wokukhiqizwa kwe-octanol waseChina awukhuphuki, ukulethwa kanye nokufunwa komkhathi emakethe ye-octanol kunciphile, futhi izingxabano zemakethe azivezi inzuzo yokukhiqiza yemakethe ye-octanol.
Umkhuba wentengo we-Octanol Market kusuka ngo-2009 ukwethula uguquke kusuka ku-4956 yuan / ton kuya ku-17855 yuan / ithoni, ekhombisa ukungaqiniseki okukhulu kwamanani entengo ye-Octanol. Kusukela ngo-2009 kuya kuJuni 2023, inani elijwayelekile le-Octanol emakethe yaseChina lisuka kuma-9300 yuan / ton liye ku-9800 yuan / toni. Ukuvela kwamaphoyinti ambalwa wokungenisa amaphoyinti esikhathini esedlule kukhombisa ukusekelwa noma ukumelana kwamanani entengo e-octanol ukumaketha ukuguquguquka kwezimakethe.
NgoJuni 2023, intengo yemakethe evamile ye-Octanol eChina yayingu-9300 yuan ngethani ngalinye, ngokuyisisekelo ngaphakathi kobubanzi bentengo yemakethe yemakethe edlule. Iphuzu eliphansi elingokomlando lentengo lingu-5534 yuan / ithoni, kanye nephuzu lokuphambuka lingu-9262 yuan / ton. Lokho kusho ukuthi, uma intengo yemakethe ye-octanol iqhubeka yehla, iphuzu eliphansi lingaba yizinga lokusekelwa kwalesi simo esiphansi. Ngokuphindaphinda nokukhuphuka kwamanani, intengo yayo evamile yomlando ka-9800 yuan / ton ingaba yileveli yokumelana nokukhuphuka kwamanani.
Kusukela ngo-2009 kuya ku-2023, umkhuba wentengo we-Octanol eChina eguquliwe (iyunithi: RMB / TON)


Ngo-2023, iChina izokwengeza isethi entsha yamadivayisi we-octanol, azophula irekhodi lawo angenamadivayisi amasha we-octanol eminyakeni embalwa edlule futhi kulindeleke ukuthi akhulise umoya ongemuhle we-hype emakethe ye-octanol. Ngaphezu kwalokho, ekulindeleni kobuthakathaka besikhathi eside emakethe yamakhemikhali, kulindeleke ukuthi amanani e-octanol eChina azohlala abuthakathaka isikhathi eside, angabeka ingcindezi yenzuzo endaweni ephakeme.