Yaya mahaukaci ne, yadda abin ya kasance a halin yanzu.Bayan faduwar darajar yuan/ton 400,000, farashin batirin lithium carbonate ya faɗi ƙasa da yuan 390,000 zuwa yuan 387,500, sabon ƙarancin shekara 1, kuma ya faɗi tsawon kwanaki 23.Fiye da yuan 100,000/ton.A cikin watanni uku kacal, farashin lithium carbonate ya ragu da fiye da kashi 30% idan aka kwatanta da mafi girman matakin yuan/ton 600,000, wanda ya haura kashi 20% daga yuan/ton 500,000 a farkon shekara.
Babban darajar carbonation na cikin gida 2022-12-01-2023-03-01
99.5% min
Wani mai kera carbonate na lithium ya ce muddin abokin ciniki ya yarda ya sayi isasshen adadin lithium carbonate, farashin zai iya zama ƙasa da yuan 345,000, kuma za ku iya kai kayan kyauta.Wasu mutane a cikin masana'antar sun bayyana cewa ainihin farashin ciniki ya faɗi zuwa yuan 330,000 / ton.
Bukatar rauni, nau'ikan sinadarai
Daga babban gudun ƙasa!
Binciken masana'antu, farashin halin yanzu na tasirin farashin gishirin lithium ya yi rauni, buƙatu shine babban abin dogaro.A cikin watanni biyu na farkon wannan shekara, tallace-tallacen tashoshi na sabbin motocin makamashi ba su da haske, kididdigar kayayyakin batir da aka gama suna da yawa, kuma buƙatun siyan kasuwa ya yi rauni.Hakanan masu cutarwa farashin su ne membobin dangin lithium da nau'ikan sinadarai a cikin sarkar masana'antar sinadarai.
Lithium hydroxide: Farashin ya faɗi yuan/ton 110,000, ƙasa da kashi 20%
Matsakaicin farashin lithium hydroxide ya faɗi yuan 7,500 a kowace rana, a halin yanzu yana kan yuan 420,000, ya ragu da yuan / ton 110,000 daga farkon Fabrairu, ya ragu da kashi 20%, idan aka kwatanta da babban darajar bara ta ƙasa da 18%, farashin Babban kasuwar lithium carbonate lithium hydroxide yana goyan bayan rauni, 2023 sabon manufofin fifikon abin hawa makamashi ya ƙare, kasuwa don sabbin motocin makamashi na iya kiyaye manyan abubuwan haɓaka haɓaka;Ƙaunar kasuwancin da ke ƙasa don karɓar kaya ba ta da girma, ainihin ma'amalar kasuwa tana iyakance, galibi ƙananan oda.
Oxygen oxidation theory Farashin kasuwar cikin gida 2022-12-02-2023-03-02
Matsayin masana'antu
Lithium hexal fluoropensive: Farashin ya faɗi fiye da yuan 40,000 / ton, raguwar 19%
Lithium hexafluorophosphate ya fadi yuan 7,000/ton a rana, kuma ya fadi zuwa yuan 17,2500/ton.Daga kasa da yuan 70,000 a cikin 2020, zuwa babban matsayi na 600,000/ton a cikin Maris 2022, lithium hexomatoid lithium ya karu da fiye da 700%.Koyaya, farashin lithium hexovantic lithium na yanzu ya ragu, raguwar kashi 71% idan aka kwatanta da na bara.
Lithium iron phosphate: Farashin ya faɗi yuan 25,000 / ton, ƙasa da 14%
A cikin watan Fabrairu, kasuwar phosphate ta lithium ta ragu kaɗan, ƙasa da 2.97%, kuma a halin yanzu farashin ya kai kusan yuan 145,000/ton.Daga sama da yuan 170,000 a shekara daya da ta wuce, ya fadi zuwa kusan yuan 145,000/ton.Farashin ya faɗi yuan 25,000/ton.Fadu da 14.7%, kuma ana buƙatar ƙasa kawai.A ƙarƙashin buƙatar kasuwa na yanzu da raunin albarkatun ƙasa, yanayin koma baya na kasuwar phosphate ta lithium ya fi bayyana.
Lithium iron phosphate farashin samar da gida 2022-12-02-2023-03-02
Nau'in mai ƙarfi;Mafi girman samfur
Resin epoxy mai ƙarfi: 7% na farashi a cikin wata, ƙasa da 61% daga babban darajar tarihi
Kididdigar resin epoxy mai ƙarfi ya fadi da yuan 1100/ton bayan shekara, zuwa yuan 14,400, da raguwar 7.10% a watan Fabrairu, raguwar 43% idan aka kwatanta da babban darajar a shekarun baya, da kuma raguwa 61% daga tarihi. babban darajar.Kasuwannin Gabashin China da Kudancin China ba a jigilar su cikin kwanciyar hankali a cikin kasuwar ingantaccen guduro mai ƙarfi, kuma sabon guda a cikin sayayya guda ɗaya mai haske.game da.Farashin albarkatun kasa bisphenol A da epoxyopine yana da kunkuntar rauni, tallafin guduro mai rauni, ƙananan farashin kasuwa a hankali.
Resin epoxy: farashin ya faɗi 4.38% a cikin Fabrairu, ƙasa da 63% daga babban darajar tarihi
Adadin resin epoxy na ruwa ya fadi da yuan 700/ton bayan shekara, zuwa yuan 15,300/ton, raguwar 4.38%, raguwar 47% idan aka kwatanta da babban darajar a shekarun baya, da kuma raguwa 63% daga tarihin tarihi. darajar.Kasuwar resin resin ruwa ta Kudancin kasar Sin tana ci gaba da yin rauni, kuma sha'awar sake cika ruwa ba ta da yawa, kuma tayin shine 15200-15800 yuan/ton.Kasuwancin resin ruwa na Gabashin China yana da kasuwar iskar gas mai haske, farashin guduro ya faɗi kan layin farashi, aikin buƙatu na ƙasa ya ragu, kuma ana ƙididdige kamfanonin samar da guduro a 15,000-15600 yuan/ton.
PA6: Farashin ya fadi da yuan/ton 3,500 a cikin watanni uku
A watan Fabrairu, yanayin kasuwancin gida na PA66 ya faɗi sannan ya koma gefe.Matsakaicin farashin tsohon masana'anta na PA66 a China shine yuan 21000/ton.A cikin watanni ukun da suka gabata, PA66 ta fadi da yuan 3500, sannan a watan da ya gabata da yuan/ton 1500, wanda ya kai kashi 2.33% sama ko kasa da matakin farashin a farkon wata.Babban nauyin masana'antar PA66 na cikin gida ya fi 65%, tare da wadatar kayayyaki a ƙasa, kuma ƙarancin buƙata yana da wahalar canzawa.Kamfanoni na ƙarshe suna buƙatar bin diddigi don kula da ƙaƙƙarfan kaya, kuma suna da ƙarfin juriya ga kayayyaki masu tsada.Sunayen samfuran Asahi Asahi 1300S na Japan da DuPont 101L duk suna faɗuwa koyaushe.
Farashin PA66 Zhejiang 2023-02-01-2023-02-28
Matsayin allura ta tsakiya:
Bugu da kari, wasu bayanai sun nuna cewa, ko da yake da dama na albarkatun kasa sun karu cikin sauri a karkashin raguwar kyakkyawar ja da aiki na manufofin, akwai kuma albarkatun da suka fadi da yuan dubu, kamar DMF, bromine, isoctyl barasa. , zinc ingot da sauransu.Mai yiwuwa bayan faɗuwar farashin samfur, ba za a sami wadata mai wadatuwa da kasuwa mai zafi ba.
Farashin bromine ya faɗi yuan/ton 8300 zuwa yuan 31,700, raguwar 20.75%;
Farashin sodium hydroxide ya faɗi yuan/ton 900 zuwa yuan 3833.33, raguwar 19.01%;
Farashin DMF ya fadi yuan/ton 1225 zuwa yuan/ton 5675, raguwar 17.75%;
Farashin caustic soda ya fadi yuan/ton 194 zuwa yuan/ton 904, raguwar 17.67%;
Farashin isobutyral ya faɗi 1100 yuan/ton zuwa yuan 7,200/ton, raguwar 13.25%;
Farashin resin epoxy mai ƙarfi ya faɗi yuan 1100/ton zuwa yuan 14,400/ton, raguwar 7.10%;
Farashin N-butanol ya fadi yuan/ton 495 zuwa yuan 7505, raguwar 6.19%;
Farashin Isobutanol ya fadi yuan/ton 442 zuwa yuan/ton 7391, raguwar 5.64%;
Farashin methyl acetate ya fadi yuan/ton 200 zuwa yuan/ton 4,200, raguwar 4.55%;
Farashin resin epoxy na ruwa ya faɗi yuan/ton 700 zuwa yuan/ton 15,300, raguwar 4.38%;
Farashin zinc ingots ya fadi yuan 1015 zuwa yuan / ton 23455, raguwar 4.15%;
Farashin epichlorohydrin ya faɗi yuan/ton 358 zuwa yuan/ton 8550, raguwar 4.02%;
Farashin ingot na aluminum ya faɗi yuan/ton 420 zuwa yuan/ton 18570, raguwar 2.21%;
Farashin titanium dioxide (anatase) ya fadi yuan / ton 200 zuwa yuan 14,300 / ton, raguwar 1.38%;
Tashin farashin da faduwar kowane samfur yakamata ya zama sifar kasuwa.Mafi girma da bukatar, mafi girma farashin, ƙananan farashi, ƙananan farashin.Duk da haka, daga hangen nesa na masana'antar sinadarai na cikin gida ya karu da farashin samfurin a cikin 'yan shekarun nan, ba shi da wuya a sami halayensa.Samfuran da za su iya "zasu" haɓaka farashin suna da halaye masu zuwa:
Na farko, samfurori tare da manyan shinge na fasaha.Alal misali, na musamman pigments da rini, high iya aiki catalysts, ci-gaba polymers, da dai sauransu, kayayyakin da suke daukar lokaci mai tsawo da kuma kudi zuwa kasuwa sau da yawa high ƙarin darajar, tare da musamman kaddarorin da kuma abũbuwan amfãni, kuma suna da m lamban kira kariya.Saboda haka, shingen fasaha na su yana da yawa sosai, kuma babu wasu kamfanoni a kasuwa da za su iya kwafin su.Basf, DuPont da sauran kamfanoni suna da irin waɗannan samfuran.
Na biyu, sinadarai kayayyakin da karfi irreplaceability.Misali, PC, PU, LCP, da sauransu, waɗannan samfuran galibi na musamman ne.Saboda aikinsu na musamman, inganci da dabara, babu madadin samfur a kasuwa, don haka kamfani zai iya daidaita farashin daidai da bukatar kasuwa.Yawancin albarkatun ƙasa sama da sarkar masana'antar shafa suna cikin wannan rukunin, don haka masana'antun shafa suna haɗe da kamfanonin waje "jam".
A ƙarshe, samfuran sinadarai na filin oligopoly sau da yawa suna da "gata" na haɓaka farashin.Alal misali, MDI, TDI, titanium ruwan hoda foda, PVC, PP, da dai sauransu galibi ana sarrafa su ta wasu kamfanoni.Kuna iya cin nasarar keɓantacce ta hanyar sarrafa sarkar samarwa, samun masu fafatawa ko haɗe-haɗe, da daidaita farashin samfur cikin sassauƙa don samun mafi girman riba.Misali, Wanhua Chemical, Luxi da sauran manyan masana'antu galibi suna da matsayi mara girgiza.
Wannan kuma yana bayyana ainihin katunan bayan fa'idodin Titanium da farin foda a cikin 2023, Wanhua MDI's uku-game tashi, da sauransu, yayin da waɗannan kamfanonin da ba su da gasa suna da wahala sosai.Mummunan tsarin gasa ya sa masana'antu da masana'antu ke rayuwa cikin wahala, kuma 'yancin yin magana ya yi ƙasa sosai.Watakila bin salon salon jagora, amma ba zai iya samun gindin zama a kasuwa ba.
Lokacin aikawa: Maris-10-2023