Kwanan nan, farashin kayayyakin "iyalin lithium" ya ci gaba da hauhawa kusan shekara guda. Matsakaicin farashin lithium carbonate mai darajar batir ya ragu da RMB 2000 / tan, yana faɗuwa ƙasa da RMB500,000 / tan. Idan aka kwatanta da mafi girman farashin wannan shekarar na RMB 504,000 / tan, ya ragu da RMB 6000 / tan, kuma ya kawo ƙarshen yanayin ban mamaki na ƙaruwa sau 10 a cikin shekarar da ta gabata. Yana sa mutane su yi nishi cewa yanayin ya tafi kuma "ma'aunin canji" ya iso.
Wanhua, Lihuayi, Hualu Hengsheng da sauran manyan raguwar darajar kayayyaki! Fiye da nau'ikan sinadarai 50 sun faɗi!
Masu ruwa da tsaki a masana'antu sun ce sarkar samar da kayayyaki a ƙarƙashin tasirin annobar ta shafi, kuma ana sa ran wasu kamfanonin kera motoci za su dakatar da samarwa a kasuwa don rage buƙatar gishirin lithium. Manufar siyan kayan lithium ta ragu sosai, kasuwar kayayyakin lithium gaba ɗaya tana cikin mummunan koma baya, wanda ya haifar da cinikin kasuwa na baya-bayan nan ya yi rauni. Ya kamata a lura cewa duka masu samar da kayayyaki da annobar ta shafa da kuma abokan cinikin da ke cikin mawuyacin hali waɗanda ke da niyyar siye saboda dakatar da samarwa suna fuskantar mummunan yanayi a kasuwar sinadarai a halin yanzu. Kamar lithium carbonate, nau'ikan sinadarai sama da 50 a kwata na biyu sun fara nuna raguwar farashi. A cikin 'yan kwanaki kacal, wasu sinadarai sun faɗi da fiye da RMB 6000 / tan, raguwar kusan kashi 20%.
Adadin da ake samu a yanzu na maleic anhydride shine RMB 9950 / tan, ƙasa da RMB 2483.33 / tan daga farkon watan, ƙasa da kashi 19.97%;
Kudin DMF na yanzu shine RMB 12450 / tan, ƙasa da RMB 2100 / tan daga farkon watan, ƙasa da kashi 14.43%;
Adadin glycine da ake samu a yanzu shine RMB 23666.67 / tan, ya ragu da RMB 3166.66 / tan daga farkon watan, ya ragu da kashi 11.80%;
Kudin da ake kashewa a yanzu na acrylic acid shine RMB 13666.67 / tan, ya ragu da RMB 1633.33 / tan daga farkon watan, ya ragu da kashi 10.68%;
Adadin Propylene glycol da ake samu a yanzu shine RMB 12933.33 / tan, ya ragu da RMB 1200 / tan daga farkon watan, ya ragu da kashi 8.49%;
Adadin da ake samu a yanzu na gaurayen xylene shine RMB 7260 / tan, ya ragu da RMB 600 / tan daga farkon watan, ya ragu da kashi 7.63%;
Kudin acetone na yanzu shine RMB 5440 / tan, ƙasa da RMB 420 / tan daga farkon watan, ƙasa da kashi 7.17%;
Kudin melamine na yanzu shine RMB 11233.33 / tan, ya ragu da RMB 700 / tan daga farkon watan, ya ragu da kashi 5.87%;
Kudin da ake samu a yanzu na Calcium carbide shine RMB 4200 / tan, ya ragu da RMB 233.33 / tan daga farkon watan, ya ragu da kashi 5.26%.
Adadin da ake samu a yanzu na Polymerization MDI shine RMB/18640 tan, ya ragu da RMB 67667/ton daga farkon watan, ya ragu da kashi 3.50%;
Kudin da ake samu a yanzu na butanediol 1, 4 shine RMB 26480 / tan, ya ragu da RMB 760 / tan daga farkon watan, ya ragu da kashi 2.79%;
Kudin da ake samu a yanzu na resin epoxy shine RMB 25425 / tan, ya ragu da RMB 450 / tan daga farkon watan, ya ragu da kashi 1.74%;
Adadin phosphorus mai launin rawaya a yanzu shine RMB 36166.67 / tan, ƙasa da RMB 583.33 / tan daga farkon watan, ƙasa da kashi 1.59%;
Kudin da ake kashewa a yanzu na Lithium carbonate shine RMB 475400 / tan, ya ragu da RMB 6000 / tan daga farkon watan, ya ragu da kashi 1.25%.
Bayan faduwar kasuwar sinadarai, akwai sanarwar raguwar darajar kayayyaki da dama da kamfanonin sinadarai da yawa suka bayar. An fahimci cewa kwanan nan kamfanonin sinadarai na Wanhua, Sinopec, Lihuayi, Hualu Hengsheng da sauran kamfanonin sinadarai da yawa sun sanar da rage farashin kayayyaki, kuma farashin kowace tan ya ragu da kusan RMB 100.
Farashin Lihuayi isooctanol ya ragu da RMB 200/ton zuwa RMB 12,500/ton.
Farashin Hualu Hengsheng isooctanol ya ragu da RMB200 / tan zuwa RMB12700 / tan
Farashin Yangzhou Shiyou phenol ya faɗi da RMB 150 / tan zuwa RMB 10,350 / tan.
Farashin man fetur na Gaoqiao ya faɗi da RMB 150 / tan zuwa RMB 10350 / tan.
Farashin mai na Jiangsu Xinhai ya ragu da RMB 50 / tan zuwa RMB 8100 / tan.
Farashin sabon farashin Sinadarin Shandong Haike ya ragu da RMB 100 / tan zuwa RMB 8350 / tan.
Kudin man fetur na Yanshan ya ragu da RMB 150 / tan don aiwatar da RMB 5400 / tan.
Farashin acetone na Tianjin ya ragu da RMB 150 / tan don aiwatar da RMB 5500 / tan.
Farashin Sinopec pure benzene ya ragu da RMB 150 / tan zuwa RMB 8450 / tan.
Farashin Wanhua Chemical Shandong butadiene ya ragu da RMB 600 / tan zuwa RMB10700 / tan.
Farashin butadiene na North Huajin ya faɗi da RMB 510 / tan zuwa RMB 9500 / tan.
Farashin Dalian Hengli Butadiene ya faɗi da RMB 300 / tan zuwa RMB10410 / tan.
Kamfanin Talla na Sinopec Central China zuwa Wuhan Petrochemical butadiene farashin ya ragu da RMB 300 / tan, aiwatar da RMB 10700 / tan.
Farashin butadiene a Kamfanin Talla na Sinopec South China ya ragu da RMB 300 / tan: RMB 10700 / tan ga Guangzhou Petrochemical, RMB 10650 / tan ga Maoming Petrochemical da RMB 10600 / tan ga Zhongke Refining and Chemical.
Farashin Taiwan Chi Mei ABS ya ragu da RMB 500 / tan zuwa RMB 17500 / tan.
Farashin Shandong Haijiang ABS ya ragu da RMB 250 / tan zuwa RMB14100 / tan.
Farashin Ningbo LG Yongxing ABS ya ragu da RMB 250 / tan zuwa RMB13100 / tan.
Farashin samfurin Jiaxing Diren PC ya faɗi da RMB 200 / tan zuwa RMB 20800 / tan.
Farashin kayayyakin PC na Lotte ya faɗi RMB 300 / tan zuwa RMB 20200 / tan.
Farashin jigilar ruwa na watan Afrilu na Shanghai Huntsman RMB 25800 / tan, ya ragu da RMB 1000 / tan.
Farashin da aka lissafa na Pure MDI na Wanhua Chemical A China shine RMB 25800 / ton (RMB 1000 / ton ya yi ƙasa da farashin da aka yi a watan Maris).
Tsarin samar da kayayyaki ya lalace kuma wadata da buƙata sun yi rauni, kuma sinadarai na iya ci gaba da raguwa.
Mutane da yawa suna cewa karuwar kasuwar sinadarai ta ci gaba kusan shekara guda, kuma mutane da yawa daga cikin masana'antu suna tsammanin karuwar za ta ci gaba a rabin farko na shekara, amma an rufe taron a kwata na biyu, me yasa hakan zai faru a duniya? Wannan yana da alaƙa da wasu abubuwan da suka faru kwanan nan na "baƙar fata Swan".
Karfin aiki mai ƙarfi a kwata na farko na 2022, kasuwar sinadarai ta cikin gida, ƙaruwar ƙarfin kasuwa na ɗanyen mai da sauran kayayyaki, ayyukan cinikin sinadarai, kodayake sarkar masana'antu ta rage tsari na gaske, kasuwa sau ɗaya, amma tare da barkewar yaƙi tsakanin Rasha da Ukraine, damuwa game da rikicin makamashi yana tasowa, ƙarfin gwiwa mai ƙarfi na kasuwar sinadarai ta cikin babban zagaye na ƙara ƙaruwa, "hauhawar farashin sinadarai" yana ƙaruwa. A kwata na biyu, duk da haka, karuwar da ake gani ta fara bunƙasa da sauri.
Tare da yaduwar cutar COVID-19 a wurare da yawa, Shanghai ta aiwatar da hanyoyin rigakafi da kula da lafiya daban-daban a matakai daban-daban na yanki, ciki har da yankunan killacewa, yankunan kulawa da wuraren rigakafi. Akwai yankunan killacewa 11,135, wadanda suka kunshi al'umma miliyan 15.01. Lardunan Jilin da Hebei suma sun rufe yankunan da abin ya shafa kwanan nan don yaki da annobar da kuma dakile yaduwarta.
An rufe yankuna sama da goma sha biyu a China saboda saurin aiki, rufe hanyoyin sufuri, siyan kayan masarufi da kuma sayar da kayayyaki ya shafi, kuma sassan sinadarai da dama sun bayyana matsalar karyewar sarkar samar da kayayyaki. Hatimi da sarrafawa a wurin jigilar kaya, rufewa da sarrafawa a wurin da aka karɓa, rufe hanyoyin sufuri, killace direbobi... Matsaloli daban-daban sun ci gaba da tasowa, yawancin China ba za su iya isar da kayayyaki ba, dukkan masana'antar sinadarai ta shiga cikin rudani, bangaren samar da kayayyaki da bangaren buƙata sun fuskanci koma-baya sau biyu, matsin lambar kasuwar sinadarai ya ci gaba.
Saboda fashewar sarkar samar da kayayyaki, an toshe tallace-tallacen wasu kayayyakin sinadarai, kuma kamfanin ya dage kan dabarun tabbatar da oda a farashi mai rahusa. Ko da kuwa asara ce, dole ne ya riƙe abokan ciniki kuma ya ci gaba da riƙe hannun jari a kasuwa, don haka akwai yanayi inda farashi ke raguwa akai-akai. Ganin yadda tunanin siye sama da rashin siye ƙasa ya shafe shi, manufar siye ta ƙasa ta yi ƙasa. Ana sa ran kasuwar sinadarai ta cikin gida za ta yi rauni kuma ta haɗu, kuma ba za a iya kawar da yiwuwar cewa yanayin kasuwa zai ci gaba da raguwa ba.
Bugu da ƙari, masana'antun da ke kewaye da ƙasar suna canzawa kowace rana. Amurka da ƙawayenta sun fitar da mummunan yanayi a kasuwa a babban mataki. Farashin ɗanyen mai na ƙasashen duniya ya faɗi daga manyan matakai. Yanayin rigakafi da shawo kan annobar cikin gida yana da tsanani. A ƙarƙashin tasirin hutun ranar da ke cike da kabari da kuma tasirin farashi da buƙata sau biyu, ƙarfin ciniki na kasuwar sinadarai ta cikin gida ya ragu.
A halin yanzu, yanayin annobar a wurare da yawa a China yana da tsanani, jigilar kayayyaki da sufuri ba su da matsala, kamfanonin sinadarai suna rage samarwa na ɗan lokaci kuma suna dakatar da samarwa, kuma lamarin rufewa da kulawa yana ƙaruwa. Yawan aiki ya ma ƙasa da kashi 50%, wanda za a iya kira "watsi". A hankali yana rikidewa zuwa rauni a aiki. A ƙarƙashin tasirin abubuwa daban-daban kamar ƙarancin buƙatar gida, raunana buƙatar waje, annobar da ke tafe, da tashin hankali na waje, kasuwar sinadarai na iya fuskantar koma baya a cikin ɗan gajeren lokaci.
Lokacin Saƙo: Oktoba-19-2022