1, Utshintsho lwamva nje lwamaxabiso kunye nomoya wentengiso kwimarike yePC

Kutshanje, imakethi yePC yasekhaya ibonise ukuhambela phezulu okuzinzileyo.Ngokukodwa, uluhlu lwamaxabiso othethwano oluphambili lwezixhobo zexabiso lokutofa ezisezantsi kwi-East China yi-13900-16300 yuan/toni, ngelixa amaxabiso ekuxoxiswene ngawo ophakathi ukuya phezulu agxininiswe kwi-16650-16700 yuan/ton.Xa kuthelekiswa neveki edlulileyo, amaxabiso anyuke nge-50-200 yuan/ton.Olu tshintsho lwamaxabiso lubonisa utshintsho olufihlakeleyo kubonelelo lwemarike kunye nemfuno, kunye nesiphumo sothumelo lweendleko zemathiriyeli ekrwada ezinyukayo kumaxabiso emarike yePC.

Ngeentsuku zokusebenza zembuyekezo phambi kweholide kaMeyi, uhlengahlengiso lwamaxabiso kwiifektri zePC zasekhaya bezinqabile.Kuphela ngamaxabiso eebhidi zeefektri zePC eShandong anyuke nge-200 yuan/toni, kwaye amaxabiso adweliswe kwiifektri zePC kuMzantsi-ntshona weTshayina nawo anyuka, ngokunyuka kwama-300 yuan/toni.Oku kubonisa ukuba nangona umoya wokurhweba kwimarike uphakathi, unikezelo lwePC kwezinye iingingqi lusaqinile, kwaye abavelisi banethemba malunga nemarike yexesha elizayo.

Ukusuka kwimbono yemarike yendawo, zombini imimandla yaseMpuma kunye neSouth China ibonisa indlela yokunyuka kwamaxabiso.Abanini bamashishini ngokubanzi banengqondo elumkileyo nethambileyo, egxile ekwenziweni kwamaxabiso.Abavelisi be-downstream bagxininise kakhulu ekuthengeni imfuno eqinile ngaphambi kweholide, kwaye imeko yokurhweba kwimarike izinzile.Lilonke, umoya wentengiso ulumkile kwaye unethemba, kwaye abangaphakathi kwishishini ngokubanzi balindele ukuba imakethi yePC iya kuqhubeka iguquguquka kwaye inyuke ngexesha elifutshane.

2,Uhlalutyo lwempembelelo yobunzulu bemarike yemigaqo-nkqubo echasene nokulahlwa kwemveliso yePC yaseTaiwan

UMphathiswa wezoRhwebo uye wagqiba ekubeni abeke imisebenzi echasene nokulahla i-polycarbonate evela kumazwe angaphandle evela eTaiwan ukususela ngo-Aprili 20, 2024. Ukuphunyezwa kwalo mgaqo-nkqubo kuye kwaba nempembelelo enkulu kwimarike yePC.

1. Uxinzelelo lweendleko kwizinto ze-PC ezithunyelwa ngaphandle eTaiwan ziye zanda ngokukhawuleza.Kwangaxeshanye, oku kuya kwenza ukuba imakethi yePC kwilizwe laseTshayina ijongane nemithombo eyahlukeneyo yokubonelela, kwaye ukhuphiswano lwentengiso luya kuqina ngakumbi.

1. Kwimakethi yePC yexesha elide, ukuphunyezwa kwemigaqo-nkqubo echasene nokulahla kufana nesivuseleli, esizisa amandla amatsha kwimarike.Nangona kunjalo, ngenxa yokuba imarike sele igaye iindaba ezilungileyo zemigaqo-nkqubo echasene nokulahlwa kwinqanaba lokuqala, umphumo ovuselelayo wemigaqo-nkqubo echasene nokulahla kwimarike inokulinganiselwa.Ukongeza, ngenxa yobonelelo olwaneleyo lwempahla yendawo yePC yasekhaya, impembelelo yemigaqo-nkqubo echasene nokulahlwa kwezinto ezithunyelwa ngaphandle kunzima ukuvuselela ngokuthe ngqo iikowuteshini zentengiso yemathiriyeli yasekhaya.Imarike inomoya oqinileyo wokulinda nokubona, kwaye abarhwebi baneenjongo ezilinganiselwe zokulungelelanisa amaxabiso, ngokukodwa ukugcina imisebenzi ezinzileyo.

Kufuneka kuqatshelwe ukuba ukuphunyezwa kwemigaqo-nkqubo echasene nokulahla akuthethi ukuba imarike yePC yasekhaya iya kuhlukana ngokupheleleyo nokuxhomekeka kwizinto ezithunyelwa ngaphandle.Ngokuchasene noko, ngokunyuka okuqhubekayo komthamo wemveliso yePC yasekhaya kunye nokuqiniswa kokhuphiswano lwemarike, imakethi ye-PC yasekhaya iya kuhlawula ingqalelo ngakumbi kumgangatho wemveliso kunye nolawulo lweendleko ukumelana noxinzelelo lokhuphiswano oluvela kwizinto eziphuma kumazwe angaphandle.

3,Ukukhawuleziswa kwenkqubo yePC yendawo kunye nohlalutyo lweenguqu zokubonelela

Kwiminyaka yakutshanje, inkqubo yasekhaya yePC yasekhaya iye yakhawuleza, kwaye izixhobo ezitsha ezivela kumashishini afana neHengli Petrochemical ziye zasetyenziswa, zibonelela ngeendlela ezininzi zokubonelela kwimarike yasekhaya.Ngokutsho kwedatha yophando engaphelelanga, izixhobo ze-PC ezi-6 zizonke e-China zinezicwangciso zokugcina okanye zokuvala kwikota yesibini, kunye nomthamo opheleleyo wemveliso yeetoni ze-760000 ngonyaka.Oku kuthetha ukuba kwikota yesibini, unikezelo lwemarike yasekhaya yePC luya kuchaphazeleka kwinqanaba elithile.

Nangona kunjalo, ukuveliswa kwesixhobo esitsha akuthethi ukuba imarike yePC yasekhaya iya kukoyisa ngokupheleleyo ukunqongophala kokubonelela.Ngokuchasene noko, ngenxa yezinto ezinjengozinzo lokusebenza emva kokuba isixhobo esitsha sisetyenzisiwe kunye nokugcinwa kwezixhobo ezininzi, kuya kuhlala kukho ukungaqiniseki kubonelelo lwemarike yePC yasekhaya.Ke ngoko, kwixesha elizayo, utshintsho lobonelelo kwimakethi yePC yasekhaya luya kuphenjelelwa zizinto ezininzi.

4,Uhlalutyo lokuBuyisa kwakhona uQoqosho kunye nokuLindelwa kokuKhula kweMarike yaBathengi bePC

Ngokuchacha ngokupheleleyo koqoqosho lwasekhaya, imakethi yabathengi bePC kulindeleke ukuba izise amathuba amatsha okukhula.Ngokweenkcukacha ezikhutshwe liZiko leeNkcukacha-manani leSizwe, unyaka ka-2024 iya kuba ngunyaka wokuvuselela uqoqosho kunye nokunyuka kwexabiso lentengo eliphakathi, kunye nokujoliswe kuko okulindelweyo kokukhula kwe-GDP yonyaka kumiselwe malunga ne-5.0%.Oku kuya kubonelela ngemeko encomekayo yoqoqosho olukhulu kuphuhliso lwemakethi yePC.

Ukongeza, ugxininiso lomgaqo-nkqubo wonyaka wokukhuthaza ukusetyenziswa kunye nesiseko esisezantsi sesiphumo sezinye izinto zorhwebo nako kuya kuba luncedo ekukhuthazeni ukuqhubekeka kokufunyanwa kweziko losetyenziso.Ukusetyenziswa kwenkonzo kulindeleke ukuba kutshintshe ukusuka ekubuyiselweni kobhubhani ukuya ekwandeni okuzinzileyo, kwaye izinga lokukhula kwexesha elizayo lilindeleke ukuba ligcine izinga lokukhula eliphezulu.Ezi zinto ziya kubonelela ngenkxaso eyomeleleyo yokukhula kwemarike yePC.

Nangona kunjalo, ukuphakama kokubuyiswa kwabathengi akufanele kugqitywe.Nangona imeko yezoqoqosho iyonke iluncedo kuphuhliso lwemakethi yePC, ukuqina kokhuphiswano lwentengiso kunye nemfuno yolawulo lweendleko nako kuya kuzisa imingeni ethile ekukhuleni kwemarike yePC.Ke ngoko, kwixesha elizayo, ukukhula okulindelweyo kwimakethi yePC kuya kuphenjelelwa zizinto ezininzi.

5,Q2 PC Market Forecast

Ukungena kwikota yesibini, imakethi yePC yasekhaya iya kuphenjelelwa zizinto ezahlukeneyo.Okokuqala, kusekho izinto eziguquguqukayo kwicala lokubonelela kwimarike ye-bisphenol A, kwaye intsingiselo yexabiso layo iya kuba nempembelelo enkulu kwimarike yePC.Kulindeleke ukuba ngenkxaso yobonelelo kunye neendleko, imarike ye-bisphenol A iya kubonisa umkhwa wokuguquguquka kwi-digestion.Oku kuya kubeka uxinzelelo lweendleko ezithile kwimarike yePC.

Kwangaxeshanye, utshintsho kubonelelo kunye nemfuno kwimarike PC yasekhaya kuya kuba nefuthe elikhulu kwimarike.Ukuveliswa kwezixhobo ezitsha kunye nokugcinwa kwezixhobo ezininzi kuya kudala ukungaqiniseki okuthile kwicala lokubonelela.Imeko yemfuno yabavelisi abasezantsi nayo iya kuba nefuthe elibonakalayo kwindlela yokuthengisa.Ke ngoko, kwikota yesibini, unikezelo kunye notshintsho lwemfuno kwimakethi yePC iya kuba yinto ephambili echaphazela intengiso.

Imiba yomgaqo-nkqubo iya kuba nefuthe elithile kwimarike yePC.Ingakumbi imigaqo-nkqubo echasene nokulahlwa ejolise kwimathiriyeli evela kumazwe angaphandle kunye nemigaqo-nkqubo yenkxaso yeshishini lasekhaya lePC iya kuba nefuthe elibonakalayo kukhuphiswano lomhlaba kunye nobudlelwane bemfuno yobonelelo kwimarike.