DO, silicon, epoxy resin, acrylic, polyurethane da sauran sarƙoƙin masana'antu sun sake shiga fagen hangen nesa na ma'aikata!
Wannan abin ya yi tsauri sosai! Sarkar masana'antar BDO tana kan gaba!
Kowa ya san yadda farashin kayan masarufi na BDO ya yi tashin gwauron zabi? Farashin kayan masarufi ya ci gaba da hauhawa, kuma sarkar masana'antar BDO ta buɗe wani tsari mai cike da haɓaka. Wasu masana'antun PBAT kamar Rui'an, Lanshan Tunhe, Zhejiang Huafeng, Hengli Kanghui, da Jin Huilong sun ƙara farashin kayayyakin PBAT, wanda ya kai kusan yuan 1,000-2000/tan.
▶▶ Shandong Rui'an: Tun daga ranar 3 ga Fabrairu, 2023, an daidaita farashin kayayyakin PBAT ɗinta kuma an ƙara yuan 2,000 a kowace tan.
▶▶ Xinjiang Lanshan Tunhe: Kamfanin ya yanke shawarar ƙara farashin kayayyakin PBAT zuwa yuan 14,500 a kowace tan. Ana aiwatar da wannan farashin daga ranar da aka sanar.
▶▶ Zhejiang Huafeng: Tun daga ranar 3 ga Fabrairu, 2023, kamfaninmu ya daidaita farashin kayayyakin PBAT, wanda hakan ya kara yawan kayayyakin da ake sayarwa a kowace tan 1,000.
▶▶ Sabon Kaya na Kanghui: An ƙara farashin PBAT/PBS/resin da aka gyara da yuan 1,000/ton. Za a aiwatar da gyaran farashin da ke sama daga ranar 1 ga Fabrairu, 2023.
▶▶ Jin Hui Zhaolong: Daga ranar 1 ga Fabrairu, 2023, an yi gyare-gyare kan farashin ruwan inabi mai lalata ƙasa (PBAT) na Ecown, kuma ana ƙara yuan 1,000/ton bisa ga farashin asali.
Tattaunawa guda ɗaya!Acrylic yana kan hanya!
Bayan dawowa bayan bikin bazara, acrylic acid ya fara aiki akai-akai, kuma matsakaicin farashin yanzu ya wuce yuan 7,500 a kowace tan. A ranar 7 ga Fabrairu, daidaiton ya kasance yuan 7866.67 a kowace tan.
A ranar 1 ga Fabrairu, shahararren mai samar da acrylic a cikin gida, Bao Lijia, ya fitar da sanarwar daidaita farashi, ya bayyana cewa saboda karancin kayan masarufi daban-daban da aka samar da acrylics da hauhawar farashi, farashin kayan kamfanin ya karu sosai. Don yin matakai daban-daban na kara farashi, takamaiman farashin yana aiwatar da manufar "tattaunawa guda daya".
Kamfanin Badfu Group Co., Ltd. ya kafa "Sanarwa kan Aiwatar da Sabbin Kuɗi" a ranar 2 ga Fabrairu, yana mai cewa farashin kayan masarufi ya ci gaba da hauhawa tun farkon shekara. Ya zuwa ranar 2 ga Fabrairu, farashin acrylic na kwana ɗaya (Gabashin China) ya kai yuan 10,600 a kowace tan, kuma jimillar ƙaruwar yuan 1,000 a kowace tan ya ci gaba da hauhawa bayan shekara, farashin da ke sama ya haifar da babban ƙalubale.
Badfu ya ce: A bisa hasashen kasuwa, kayan amfanin gona suna da ƙarfi, kuma har yanzu akwai damar ci gaba da ƙaruwa a wannan watan. Dangane da sakamakon lissafin kuɗi na Cibiyar Kuɗi da Tattalin Arziki tamu, tun daga farkon rana, za a daidaita farashin kayayyakinmu. Takamaiman ƙimar za ta iya sadarwa da mutumin da ke kula da yankin Sashen Badfuja Tu.
Ganin yadda lamarin yake a yanzu, shawararmu ba za ta sake karɓar oda na dogon lokaci don yin oda na dogon lokaci ba. Da fatan za a roƙi duk abokan ciniki da su yi nasu tanadin dabarun bisa ga dabarun tallace-tallace na kasuwa da ainihin buƙatun kaya domin su daidaita da buƙatun kasuwa cikin sauƙi.
▶ A bisa kididdigar da ba ta cika ba, farashin acrylic acid, butyl acetate, styrene da butyl acrylate a cikin sarkar masana'antar emulsion duk sun karu tun daga karshen shekarar 2022. Farashin acrylic acid ya karu da yuan 341 a kowace tan daga karshen shekarar 2022, wanda ya karu da kashi 5.19%; Idan aka kwatanta da farashin da aka bayar a karshen shekarar 2022, butyl acetate ya karu da yuan 33 a kowace tan, ko kuma kashi 0.45%; Idan aka kwatanta da farashin da aka bayar a karshen shekarar 2022, styrene ya karu da yuan 609 a kowace tan, wanda ya karu da kashi 7.43%; Butyl acrylate idan aka kwatanta da farashin da aka samu a karshen shekarar 2022 ya karu da yuan 633 a kowace tan, wanda ya karu da kashi 6.86%.
Resin Epoxy bayan mako na farko da ya zama ja!
Kasuwar albarkatun ƙasa biyu ta fara aiki, bisphenol A ta ci gaba da ƙaruwa saboda tallafin farashi, kasuwar epichlorohydrin ta ɗan tashi kaɗan. A farkon kasuwar bayan hutu, akwai yanayi mai kyau na jira da gani a kasuwar epoxy resin, tare da tsayayyen farashin da masana'antu da 'yan kasuwa suka mamaye, jinkirin dawowa kasuwa zuwa ƙasa, da kuma yanayin ciniki mai sauƙi. Duk da haka, yayin da farashin albarkatun ƙasa ke ci gaba da ƙaruwa, matsin farashin resin yana ƙaruwa, kuma kamfanonin samarwa suna daidaita farashin masana'antar da aka riga aka yi. Mayar da hankali kan tattaunawar kasuwa yana ƙaruwa, kuma koma bayan kasuwa yana komawa baya ɗaya bayan ɗaya.
Famfon silicon na halitta yana tashi a ko'ina cikin allon!
Tsawon watanni kaɗan na kasuwar silicon na halitta, iskar da ke tashi a wannan makon ta tashi zuwa sarkar masana'antar silicon. Bayan da manyan masana'antu guda ɗaya suka tashi 400, manyan masana'antun guda ɗaya suma suna ƙaruwa kamar yadda kowa ya zata. Haɓaka manne mai ɗanye, manne 107 ya tashi 500, DMC ta kai ƙarancin matakin oda sannan ta tashi 500 zuwa yuan 17,500/ton. Abin mamaki, man silicon ya faɗi 500, yuan 18500/ton ya ɓace cikin daƙiƙa kaɗan, sannan ya ƙaru zuwa yuan 19,000/ton. A halin yanzu, kodayake kowa ya tashi ƴan ɗaruruwa kaɗan, amma ga kasuwar silicon na halitta da aka daɗe ana jira, ana sa ran buƙatar ta fi kyau. An ga sake dawowar Jedi a ƙarshe! Idan aka yi la'akari da jiya, ƙasa ta yi imanin cewa silicon na halitta har yanzu yana kan farashi mai rahusa, kuma tambayoyin sama da ƙasa suna da kyau, kuma za a yi kayayyaki bisa ga adadin oda. Gabaɗaya, wannan zagaye na sama da ƙasa ya inganta sosai, wanda hakan ya inganta kwarin gwiwa sosai ga dawo da ikon mallakar kasuwa don samun riba. Ana sa ran za a ci gaba da gudanar da bincike mai ɗorewa nan gaba kaɗan!
Babban ambato:
DMC: Yuan 17000-17500/tan;
Manne 107: Yuan 17500-17800/tan;
Manna na yau da kullun: yuan 18000-18300/ton;
Babban danko na kwayoyin halitta: yuan 19500-19800/ton;
Manne mai gauraya: 15800-16500 yuan/tan;
Man silikon na cikin gida: yuan 19500-20000/ton;
Man silikon da aka shigo da shi daga waje: yuan 23000-23500/ton;
DMC mai fashewa: yuan 15500-15800/ton (ban da haraji);
Man silikon mai fashewa: yuan 17000-17500/ton (ban da haraji);
Fashe manne 107: tattaunawa guda ɗaya;
Silikon da aka zubar (gefen ulu): 6700-6800 yuan/ton (ban da haraji).
Kayan amfanin gona na sama sun tashi da sauri, kuma dukkan sarkar masana'antu ta koma ja!
Babban farashin CFR China PTA na waje shine $785/ton, ƙarin $35/ton (kimanin RMB 236/ton) daga $750/ton kafin bikin bazara.
Farashin ƙarshe na tolitom guda biyu a Amurka shine dala 1163-1173 na Amurka a kowace tan FOB US Harbor, wanda yake kusan dala 100 a kowace tan (kimanin RMB 674 a kowace tan) daga dala 1047-1057 a kowace tan FOB.
Farashin rufe kasuwannin methane guda biyu a Turai shine dala 1261-1263 na Amurka a kowace tan FOB Rotterdam, wanda yake kimanin dala 50/ton (kimanin yuan 337/ton) daga dala 1211-1213 na Amurka a kowace tan FOB Rotterdam.
Farashin rufe kasuwannin methane guda biyu a Asiya shine yuan 1045-1047/ton FOB Koriya ta Kudu da dala 1070-1072 na Amurka a kowace tan CFR China, wanda shine yuan 996-998/ton FOB Koriya ta Kudu da dala 1021-1023 na Amurka a kowace tan CFR. Kimanin tan (kimanin yuan 338/ton).
Bayan bikin, dukkan sarkar masana'antu ta yi fice a yanzu, sarkar masana'antar polyurethane, sarkar masana'antar plasticizer, da sarkar masana'antar acid ester sun yi kyau.
A ɗauki sarkar masana'antar polyurethane a matsayin misali. Kwanan nan, sarkar masana'antar polyurethane ta bayyana a cikin kayan albarkatun ƙasa na sama TDI, MDI, da BDO na kayan albarkatun ƙasa na sama. Musamman ma, BDO ya sake farfadowa sosai tun shiga shekarar 2023! Farashin ya tashi da fiye da yuan 1100/ton tun farkon shekara!
Farashin BDO yana ƙaruwa. Na farko, ajiye motoci ko aiki mai ƙarancin kaya na na'urori da yawa a farkon matakin yana haifar da raguwar wadata; na biyu shine ci gaba da ƙara kwarin gwiwa a kasuwa da yanayin aiki na kasuwa; Babban tsammanin kasuwa. A halin yanzu, kodayake ɓangaren samar da kayayyaki ya ƙaru bayan Bikin bazara, ɓangaren buƙata ya farfaɗo a hankali. A cikin ɗan gajeren lokaci, yanayin tashin hankali na samar da tabo na BDO yana ci gaba, kuma kasuwar BDO ta cikin gida har yanzu tana aiki da ƙarfi.
MDI tana ƙaruwa a wannan shekarar, kuma farashin ya karu da fiye da yuan 1,600/ton tun farkon shekarar. Wanhua Chemistry da BASF sun ƙara farashinsu bayan farkon shekarar. Bugu da ƙari, Wanhua Chemical sun fitar da sanarwa a yammacin ranar 3 ga Fabrairu cewa masana'antar Ningbo za ta fara wata ɗaya na dakatarwa da gyara a ranar 13 ga Fabrairu, 2023. Zai haifar da wani tashin hankali kan wadatar MDI. Ana sa ran MDI za ta sami damar ƙaruwa.
Yawancin hauhawar farashin nau'ikan sinadarai daban-daban bayan hutun ana danganta su ne da farfadowar buƙata da kuma farfaɗowar tattalin arzikin kasuwa. Duk da haka, Guanghuajun ya yi imanin cewa hauhawar farashin wasu sinadarai na cikin gida shi ma yana da tasiri daga yanayin kasuwar ƙasashen waje. Bayan bikin bazara, BASF, Dow, Colari da sauran kamfanoni sun sanar da hauhawar farashi ɗaya bayan ɗaya, wanda ya sami wani ƙaruwar kasuwa. Amma menene ainihin buƙatar? Da fatan za a saya bisa ga ainihin yanayin.
Lokacin Saƙo: Fabrairu-22-2023