Ukusukela phakathi ku-Epreli, ngenxa yempembelelo yobhubhani, unikezelo lwemarike belunamandla kwaye imfuno ibingenamandla, kwaye uxinzelelo kuluhlu lwamashishini lwahlala lukhula, amaxabiso entengiso ehla, iingeniso zacuthwa kwaye zachukumisa nexabiso leendleko.Emva kokungena ngoMeyi, iyonke imakethi yeacetic acid iqale ukwehla yaza yaphinda yaphindaphindeka, ibuyisela umva ukwehla okuqhubekekayo kangangeeveki ezimbini ukusukela phakathi ku-Epreli.
Ukusukela nge-18 kaMeyi, iikowuteshini zeemarike ezahlukeneyo bezimi ngolu hlobo lulandelayo.
Iingcaphuno zemarike eziqhelekileyo zase-East China zazikwi-RMB4,800-4,900/mt, phezulu kwi-RMB1,100/mt ukususela ekupheleni kuka-Epreli.
Imarike eqhelekileyo eMzantsi China yayikwi-4600-4700 yuan/ton, inyuke nge-700 yuan/toni xa kuthelekiswa nokuphela kwenyanga edlulileyo.
Ikowuti yentengiso yaseMntla yaseTshayina kwi-4800-4850 yuan / ton, inyuke nge-1150 yuan / itoni xa kuthelekiswa nokuphela kwenyanga ephelileyo.

Phakathi kuMeyi, imarike ye-acetic yasekhaya yahlengahlengiswa kancinci kwaye yanyuka ngokukhawuleza.Ngokuvalwa kwekhaya kunye nakwamanye amazwe kunye ne-acetic acid stocks eziwela kumanqanaba aphantsi, uninzi lwabavelisi be-acetic acid banikezela ngamaxabiso aphezulu kwaye aqinile.Abarhwebi baseJiangsu baxhathisa izinto ezithengiswayo ezinexabiso eliphezulu yaye abazange bafune ukuthenga, nto leyo eyakhokelela ekubeni ixabiso lehle.
Icala lobonelelo: umzi-mveliso wamashishini asekhaya nangaphandle uqalisa ukuhla ngeetoni ezizizigidi ezisi-8
Ngokwedatha yentengiso, iyonke ezizigidi ezisi-8 zeetoni zofakelo lwamandla kwiimarike zasekhaya nezamazwe ngamazwe zisandula ukuvalwa ukuze zilungiswe, okukhokelele ekuncipheni okubalulekileyo kuluhlu lwentengiso.

  

Ukusuka kwimeko yangoku yohlengahlengiso lweshishini, ekupheleni kukaMeyi, umthamo we-Nanjing Celanese we-1.2 yezigidi zeetoni, i-Shandong Yanmarine izixhobo zomthamo we-1 yezigidi zeetoni nazo ziya kuvalwa ukuze zilungiswe, okubandakanya ukuvalwa ngokupheleleyo kweetoni ezi-2.2 zezigidi.Ngokubanzi, uxinzelelo lokubonelela nge-acetic acid lunyukile, lwenza inkxaso esebenzayo kwimarike ye-acetic acid.

 

Ukongeza, uxinzelelo lonikezelo e-US kulindeleke ukuba lunyuke ngenxa yokumiswa kwamandla amakhulu ezityalo ezimbini ze-acetic e-US, iCelanese kunye ne-Inglis, ngenxa yokuphazamiseka konikezelo lwempahla ekrwada.Ishishini likholelwa ukuba ngokusasazwa kwe-FOB yase-China kunye ne-FOB US Gulf Gulf, kuyathandeka ukuthunyelwa kwe-acetic yasekhaya kumazwe angaphandle kwaye kuya kwandiswa umthamo wokuthumela ngaphandle kungekudala.Okwangoku, ixesha lokuqalisa kwakhona kweyunithi yase-US ayikacaci, nto leyo ekwathandeka kwingqondo yemalike yasekhaya.

 

Ngokuxhomekeke ekwehleni kweqondo lokuqalwa kwesityalo se-acetic yasekhaya, imeko xa iyonke yoluhlu lwamashishini abalulekileyo asekhaya nawo ehle afikelela kwinqanaba eliphantsi.Ngenxa yempembelelo yobhubhane e-Shanghai, imeko ye-inventri e-East China yehle kakhulu xa ithelekiswa no-Epreli, kwaye kutsha nje ubhubhani uguqule umkhwa ongcono kwaye uluhlu lwempahla lonyukile.

 

Icala lemfuno: umsebenzi osezantsi uqalisa ukuwa, unciphisa intshukumo enyukayo ye-acetic acid!
Ukusuka kwimbono ye-acetic acid ezantsi kwemarike iqala, ukuqala kwangoku kwe-PTA, i-butyl acetate kunye ne-chloroacetic acid ziye zanda xa kuthelekiswa nexesha elidlulileyo, ngelixa i-ethyl acetate kunye ne-vinyl acetate ziye zehla.
Ngokubanzi, amazinga okuqalisa kwe-PTA, i-vinyl acetate kunye ne-chloroacetic acid kwicala lemfuno ye-acetic acid isondele okanye ingaphezulu kwe-60%, ngelixa ezinye ii-start-ups zihamba kwinqanaba eliphantsi.Phantsi kobhubhani wangoku, iyonke imeko yokuqaliswa kwemarike esezantsi ye-acetic acid isacotha noko, nto leyo ibeka ingozi efihlakeleyo kwintengiso ukusa kumlinganiselo othile kwaye ayilungelanga imakethi yeacetic acid ukuqhubeka nokunyuka phezulu.

 

I-acetic acid ezantsi kwi-20%, kodwa imeko yemarike inokulinganiselwa!
Isishwankathelo seendaba zentengiso ye-acetic yamva nje

1. Ukuqala kwezityalo ze-acetic acid, ukuqaliswa kwezityalo ze-acetic zasekhaya zangoku zijikeleze i-70%, kwaye izinga lokuqalisa li malunga ne-10% ephantsi kunokuba phakathi ko-Aprili ekupheleni.IMpuma yeChina kunye noMntla weChina zinezicwangciso zokulondoloza kwiindawo ezithile.Isityalo saseNanjing Yinglis siya kumiswa ukusuka ngoMatshi 23 ukuya kuMeyi 20;I-Hebei Jiantao Coking iya kulungiswa ngeentsuku ze-10 ukususela ngoMeyi 5. Izixhobo zangaphandle, ummandla waseMelika waseCelanese, iLeander, i-Eastman isixhobo sokucokisa ezintathu ukuvalwa okungenakuphikiswa, ixesha lokuqalisa kwakhona aliqinisekanga.
2. Ngokwemveliso, izibalo zibonisa ukuba ukuveliswa kwe-acetic acid ngo-Ephreli kwakuyi-770,100 tons, phantsi kwe-6.03% YoY, kwaye i-cumulative output ukususela ngoJanuwari ukuya ku-Aprili ifikelele kwiitoni ze-3,191,500, i-21.75% YoY.

3. I-Export, idatha yamasiko ibonisa ukuba ngo-Matshi 2022, ukuthunyelwa kwe-acetic acid yasekhaya iphelele kwiitoni ze-117,900, ivelisa i-$ 71,070,000 kutshintshiselwano lwangaphandle, kunye nexabiso lenyanga lokuthumela ngaphandle kwe-$ 602.7 ngetoni, ukunyuka kwe-106.55% ngonyaka kunye ne-83.27% YOY.Itotali yokuthunyelwa kwempahla kumazwe angaphandle ukususela ngoJanuwari ukuya kutsho kuMatshi ifikelele kwiitoni ezingama-252,400, ukwanda okubalulekileyo ngama-90% kwangelo xesha linye kulo nyaka uphelileyo.Malunga.Ukongeza kunyuso olubalulekileyo lokuthunyelwa kwempahla eIndiya kulo nyaka, inani lokuthunyelwa kwempahla kumazwe aseYurophu nalo linyuke kakhulu.
4. Ngokubhekiselele kwi-downstream start-up of acetic acid, isantya sokuqala sokuqalisa i-vinyl acetate sisebenza kwinqanaba eliphezulu, kufuphi ne-80%, eyi-10% ephezulu kunokuphela kwenyanga edlulileyo.Izinga lokuqalisa i-butyl acetate nalo liye landa nge-30%, kodwa inani lokuqala lilonke lisekwinqanaba eliphantsi elingaphantsi kwe-30%;Ukongeza, izinga lokuqala le-ethyl acetate likwahamba kwinqanaba elisezantsi malunga ne-33%.
5. Ngo-Epreli, ukuthunyelwa kwamashishini amakhulu e-acetic acid e-East China kwachatshazelwa kakhulu ngubhubhane e-Shanghai, kwaye umzila wamanzi kunye nokuthuthwa komhlaba kwakungalunganga;nangona kunjalo, njengoko ubhubhani wehla, ukuthunyelwa kwaphucula ngokuthe ngcembe kwisiqingatha sokuqala sikaMeyi, kwaye uluhlu lwempahla lwehla ukuya kwinqanaba eliphantsi, kwaye amaxabiso amashishini anyuka.
6. Inani lakutshanje loluhlu lwabavelisi be-acetic acid basekhaya limalunga neetoni ezili-140,000, kunye nokwehla okukhulu kwe-30% ekupheleni kuka-Epreli, kwaye uluhlu lwangoku lwe-acetic acid lusaqhubeka nokuhla.
Le datha ingentla ibonisa ukuba izinga lokuqalisa kofakelo lwasekhaya nakwamanye amazwe ngoMeyi liye lahla kakhulu xa kuthelekiswa nokuphela kuka-Epreli, kwaye imfuno esezantsi ye-acetic acid iye yanda ngelixa uluhlu lwamashishini luye lwawa phantsi.Ukungalingani phakathi konikezelo kunye nemfuno yeyona nto iphambili yokunciphisa amaxabiso e-acetic acid ukuya ngaphezu kwe-20% ngoMeyi emva kokuwela kumgca weendleko.
Njengoko ixabiso langoku libuyele kwinqanaba eliphezulu, intshiseko yokuthenga ezantsi iyacinywa.Kulindeleke ukuba imarike ye-acetic yasekhaya iyonke iya kuqhubeka inqunyulwa kwixesha elifutshane, kwaye iya kuhlala ikakhulu kwinqanaba eliphezulu le-oscillation.


Ixesha lokuposa: May-20-2022