Ukususela ngo-Agasti, ixabiso lasekhaya le-acetic acid liye lanyuka ngokuqhubekayo, kunye nexabiso lemarike eliphakathi kwe-2877 yuan / toni ekuqaleni kwenyanga linyuka ukuya kwi-3745 yuan / ton, inyanga ngenyanga yokunyuka kwe-30.17%.Ukunyuka kwamaxabiso eveki nganye kuphinde kwanyusa inzuzo ye-acetic acid.Kuqikelelwa ukuba i-avareji yengeniso ye-acetic acid ngo-Agasti 21 yayimalunga ne-1070 yuan / ton.Le mpumelelo "kwiwaka lenzuzo yeyuan" iphinde yaphakamisa amathandabuzo kwiimarike malunga nokuzinza kwamaxabiso aphezulu.
Ixesha lokuphumla elisezantsi ngoJulayi nango-Agasti alibanga nampembelelo imbi kakhulu kwimarike.Ngokuchaseneyo noko, izinto zobonelelo zidlale indima ekuphembeleleni imeko, ukuguqula intengiso ye-acetic acid ebidla ngokusetyenziswa ekuqaleni ibe yipateni elawulwa yimfuno.

6-8月国内酸酸市场开工

Izinga lokusebenza kwezityalo ze-acetic acid liye lehla, lizuza imarike
Ukususela ngoJuni, izixhobo zangaphakathi ze-acetic acid zicwangciswe ukugcinwa, okubangelwa ukuhla kwezinga lokusebenza ubuncinane kwi-67%.Umthamo wemveliso yezi zixhobo zokulondoloza mkhulu, kwaye ixesha lokulondoloza lide.Uluhlu lwempahla yeshishini ngalinye luyaqhubeka nokuhla, kwaye inqanaba le-inventri lilonke likwinqanaba eliphantsi.Ekuqaleni, kwakucingelwa ukuba izixhobo zokulondoloza ziya kubuyiselwa ngokuthe ngcembe ngoJulayi, kodwa inkqubela yokubuyisela izixhobo eziqhelekileyo ayikafikeleli kwisimo sokusebenza ngokupheleleyo, kunye nokutshintshwa okuqhubekayo kokuqalisa nokuyeka, okukhokelela ekuthintelweni kwempahla yexesha elide enokuthi ifikeleleke. ayithengiswa ngobuninzi ngoJuni kwakhona ngoJulayi, kwaye uluhlu lwentengiso luyaqhubeka luhlala luphantsi.

7-8月醋酸主流下游品种开工率数据对比

Ngokufika kuka-Agasti, izixhobo zesiqhelo zolondolozo lokuqala ziya ziphucuka ngokuthe ngcembe.Nangona kunjalo, ubushushu obutshisayo bubangele ukusilela rhoqo kwezixhobo ezivela kwabanye abavelisi, kwaye ukugcinwa kunye neemeko zeempazamo zenzeke ngendlela egxininisekileyo.Ngenxa yezi zizathu, izinga lokusebenza kwe-acetic acid alikafiki kwinqanaba eliphezulu.Emva kokuqokelelwa kwesondlo kwiinyanga ezimbini zokuqala, kwakukho ukunqongophala kwempahla kwimarike, okukhokelela kwiimeko ezithengiswa kakhulu phakathi kwamashishini ahlukeneyo ngo-Agasti.Ubonelelo lwendawo yentengiso lwaluxinene kakhulu, kwaye amaxabiso nawo anyukele phezulu.Ukususela kule meko, kunokubonwa ukuba ukunqongophala kokunikezelwa kwendawo ngo-Agasti akuzange kubangelwa ukucinga kwexesha elifutshane, kodwa kunoko umphumo wokuqokelela ixesha elide.Ukususela ngoJuni ukuya kuJulayi, amashishini ahlukeneyo alawula ngokufanelekileyo icala lokubonelela ngokulungisa kunye nokusombulula ingxaki, ukugcina uluhlu oluzinzileyo lwe-acetic acid.Kunokuthiwa oku kunikeze iimeko ezifanelekileyo zokunyuka kwamaxabiso e-acetic acid ngo-Agasti.
2. Imfuno esezantsi iphucula, inceda ukunyuka kweemarike ze-acetic
Ngo-Agasti, i-avareji yokusebenza kwe-acetic acid esezantsi yayimalunga ne-58%, ukunyuka malunga ne-3.67% xa kuthelekiswa noJulayi.Oku kubonisa ukuphucuka okuncinci kwimfuno yangaphakathi yomlambo.Nangona umndilili wenyanga wokusebenza ungekagqibi kuma-60%, ukuqaliswa kwakhona kokuveliswa kweemveliso ezithile kunye nezixhobo kube nempembelelo entle ethile kwimarike yommandla.Umzekelo, umyinge wokusebenza we-vinyl acetate unyuke nge-18.61% ngo-Agasti.Isixhobo siqale ngokutsha kule nyanga sigxile kakhulu kwingingqi yasemntla-ntshona, okubangele unikezelo lwamabala aqinileyo kunye nomoya owomeleleyo wokunyuka kwamaxabiso kwingingqi.Okwangoku, izinga lokusebenza le-PTA lisondele kwi-80%.Nangona i-PTA inempembelelo encinci kwixabiso le-acetic acid, izinga layo lokusebenza libonisa ngokuthe ngqo inani le-acetic acid esetyenzisiweyo.Njengeyona marike isezantsi yomlambo eMpuma China, izinga lokusebenza kwe-PTA libe nefuthe elihle kwimakethi ye-acetic acid.
Uhlalutyo lwe-Aftermarket
Ulondolozo lwabavelisi: Okwangoku, uluhlu lwamashishini ahlukeneyo lugcinwe kwinqanaba eliphantsi, kwaye imarike ijongene nobonelelo oluqinileyo.Amashishini anovelwano kakhulu kutshintsho lwe-inventri, kwaye lwakuba uluhlu lwempahla luqokelele, kusenokubakho enye imeko yokungasebenzi kakuhle kunye nokumiswa kwemveliso.Ngaphambi kokuba uluhlu lwempahla luqokelele, icala lokubonelela lihlala lizinzile, kwaye "uhlengahlengiso olucwangcisiweyo" oluncinci lunokuba nefuthe elihle kwimarike kwakhona.Kulindeleke ukuba malunga ne-25 ka-Agasti, kuya kubakho izicwangciso zokugcinwa kwezixhobo eziphambili kwingingqi ye-Anhui, enokuthi idibanise kunye nexesha elifutshane lokugcinwa kwesixhobo se-Nanjing, ngelixa okwangoku akukho zicwangciso zokugcinwa rhoqo ezichazwe kwezinye iindawo.Kule meko, kubaluleke ngakumbi ukubeka iliso ngokusondeleyo ukuguquguquka kwempahla yeshishini ngalinye kunye nokwenzeka kokusilela kwesixhobo ngequbuliso.
Imfuno esezantsi: Okwangoku, i-inventory ye-acetic acid enyukayo isalawuleka, kwaye iifektri ezisezantsi zigcina imveliso okwexeshana ngezivumelwano zexesha elifutshane elide.Nangona kunjalo, ukunyuka ngokukhawuleza kwamaxabiso e-acetic acid kwenza kube nzima ukuba amaxabiso emveliso esezantsi agqithise ngokupheleleyo ukuphelisa imfuno yemarike.Amanye amashishini asezantsi ajongene noxinzelelo lwenzuzo.Okwangoku, phakathi kweemveliso eziphambili ezisezantsi ze-acetic acid, ngaphandle kwe-methyl acetate kunye ne-n-propyl ester, inzuzo yezinye iimveliso ziphantse zihambelana nomgca weendleko.Inzuzo ye-vinyl acetate (eveliswa yindlela ye-calcium carbide), i-PTA, kunye ne-butyl acetate ide ibonise i-phenomenon inverted.Ke ngoko, amashishini ambalwa athathe amanyathelo okunciphisa umthwalo wawo okanye ayeke imveliso.

Amashishini asezantsi nawo ajonge ukubona ukuba amaxabiso angabonakaliswa na kwingeniso yesiphelo.Ukuba iingeniso zeemveliso ezisezantsi ziyancipha ngelixa ixabiso le-acetic acid lihlala liphezulu, kulindeleke ukuba imveliso esezantsi ingaqhubeleka ukuhla ukulinganisa imeko yenzuzo.

酷酸部分下游品种利润情况

Umthamo omtsha wemveliso: Kulindeleke ukuba ekupheleni kukaSeptemba nasekuqaleni kuka-Oktobha, kubekho inani elikhulu leeyunithi zemveliso entsha ye-vinyl acetate, malunga ne-390000 yeetoni zomthamo omtsha wemveliso, kwaye kulindeleke ukuba kudle malunga ne-270000 yeetoni zemveliso. iacetic acid.Ngexesha elifanayo, kulindeleke ukuba umthamo omtsha wokuvelisa we-caprolactam uya kufikelela kwiitoni ze-300000, eziza kudla malunga neetoni ze-240000 ze-acetic acid.Ngoku kuyaqondwa ukuba izixhobo ezisezantsi ekulindeleke ukuba zisetyenziswe zinokuqala ukuveliswa kwangaphandle kwe-acetic acid phakathi kukaSeptemba.Xa kujongwe unikezelo lwangoku oluluqilima kwimarike yeacetic acid, ukuveliswa kwezi zixhobo zitsha kunyanzelekile ukuba kubonelele ngenkxaso eyakhayo kwimakethi yeacetic acid kwakhona.

9-10月醋酸产业链新增产能统计

Ngexesha elifutshane, ixabiso le-acetic acid lisagcina ukuguquguquka okuphezulu, kodwa ukunyuka okugqithisileyo kwamaxabiso e-acetic kwiveki ephelileyo kubangele ukuchasana okunyukayo kubakhiqizi abasezantsi, okukhokelela ekunciphiseni umthwalo ophantsi kunye nokunciphisa intshiseko yokuthenga.Okwangoku, kukho "i-foam" engaphezulu kwexabiso kwimarike ye-acetic acid, ngoko ke ixabiso lingawa kancinci.Ngokuphathelele imeko yemarike ngoSeptemba, kusafuneka ukuba kubekwe iliso elibukhali ixesha lokuvelisa umthamo omtsha we-acetic acid.Okwangoku, uluhlu lwe-acetic acid luphantsi kwaye lunokugcinwa kude kube ekuqaleni kukaSeptemba.Ukuba umthamo omtsha wemveliso awusetyenziswanga njengoko bekucwangcisiwe phambi kokuphela kukaSeptemba, umthamo omtsha wemveliso unokuthengelwa i-acetic acid kwangaphambili.Ngoko ke, sihlala sinethemba malunga nendlela yokuthengisa ngoSeptemba kwaye kufuneka sibeke iliso kwiindlela ezithile zeemarike ezinyukayo nezisezantsi, ukubeka esweni ngokusondeleyo utshintsho lwexesha langempela kwimarike.


Ixesha lokuposa: Aug-22-2023