Tun daga farkon wannan shekarar, kasuwar propylene oxide ta kawar da raguwar da ta shafe watanni 3 tana yi kuma ta sake shiga cikin hanyar da ke sama. Ya zuwa ranar 1 ga Maris, farashin propylene oxide na kasuwa ya kai yuan 10,300 (farashin tan, iri ɗaya da ƙasa), tare da ƙaruwar da ta kai kashi 15.15% tun daga wannan shekarar. Masana'antar ta yi imanin cewa, a ƙarƙashin tallafin farashi da wadatar kayayyaki, kasuwar propylene oxide tana da sauƙin ƙaruwa a cikin ɗan gajeren lokaci; Amma a cikin dogon lokaci, saboda sabon ƙarfin da aka tara, karuwar tana da wuya ta daɗe.
Farashin ya tashi zuwa sama
Bayan hutun bikin bazara, farashin oxylene oxide ya tashi da sauri, kuma matsakaicin farashin ƙasa da wata ɗaya ya tashi sama da yuan 700, wanda ya karu da kashi 7.83%. A halin yanzu, an taɓa shi har zuwa mafi girman matsayi tun watan Oktoban bara.
"Kwanan nan, kasuwannin oxyxide sun nuna ci gaba mai kyau. Duk da cewa farashin a watan Fabrairu ya ɗan ragu kaɗan, dangane da tallafin kayan masarufi masu tsada, hanyoyin saukar da kaya sun ragu sosai." Mai sharhi kan bayanai na Zhuo Chuang Feng Na ya gabatar da cewa ana buƙatar dawo da tashar oxylene oxide. Bai warke gaba ɗaya ba kuma yana da ɗan gajeren bin diddigi, kuma kasuwar da ke bayan kasuwa ta ragu cikin ɗan gajeren lokaci a cikin rashin tabbas. A cewar ƙididdiga daga hukumomin kasuwanci, daga tsakiyar Janairu zuwa 6 ga Fabrairu, matsakaicin farashin kasuwar oxide koyaushe yana girgiza daga yuan 9150 zuwa yuan 9183.
A farkon watan Fabrairu, tare da farfaɗowar buƙatun tashar jiragen ruwa a hankali, masu aiki suna da kyakkyawan fata. A ƙarƙashin tallafin farashi, yanayin siye na ƙasa ya sake farfadowa. Daga ranar 6 ga Fabrairu zuwa 10 ga Fabrairu, matsakaicin farashin kasuwar oxide ya tashi daga yuan 9,150 zuwa yuan 9633.33, kuma farashin tan ya tashi kusan yuan 500. A tsakiyar watan Fabrairu, kodayake buƙatar tashar jiragen ruwa ta biyo baya, ba a isar da odar ba a bara, kuma kasuwar tashar jiragen ruwa tana da rikici da farashi mai tsada. Faɗuwa akan layi zuwa kusan yuan 9,550. A ƙarshen watan Fabrairu, na'urori da yawa a ɓangaren samar da kayayyaki sun ragu a samarwa, kuma tallafin farashi ya yi ƙarfi. An sake ƙara ƙimar methane na epoxy. A ranar 17 zuwa 24 ga Fabrairu, matsakaicin farashin oxide patelletide ya tashi da kusan yuan 300, ƙaruwar kashi 3.32%.
Gajeren lokaci yana da sauƙin tashi amma yana da wahalar faɗuwa
Ana kyautata zaton cewa babban abin da ke haifar da wannan karuwar kasuwar propylene oxide shine haɗin farashin da wadata. Ga kasuwar nan gaba, manazarci kan bayanai na Longzhong Chen Xiaohan da sauran kamfanoni sun yi imanin cewa a cikin ɗan gajeren lokaci, ɓangaren samar da kayayyaki na sabon ƙarfin da zai iya biyan jinkirin da kuma ɓangaren farashi na babban goyon baya, kasuwa za ta ci gaba da kasancewa cikin sauƙi don samun sauƙi da wahalar faɗuwa.
Chen Xiaohan ya nuna cewa ƙarfin samar da propylene oxide na Tianjin Petrochemical na tan 150,000/shekara, wanda aka ƙara a tsakiyar watan Janairu, an dakatar da shi na ɗan lokaci a ranar 11 ga Fabrairu, wanda zai iya ɗaukar har zuwa ƙarshen Maris. A halin yanzu, layin samar da sabuwar na'urar Tauraron Dan Adam Petrochemical ta Phase I tana ƙarƙashin ƙarancin gyara, kuma har yanzu ba a sayar da samfurin ba. Zuwa yanzu, sabuwar na'urar da ke kasuwa ba ta da girma.
Dangane da ƙarfin samar da kayayyaki, na'urar Qi Xiangda mai tan 300,000/shekara da na'urar Taixingyida tan 150,000/shekara ba ta sake farawa ba bayan ajiye motoci a ƙarshen shekarar da ta gabata. Wasu masana'antu a cikin samarwa suma sun sami canjin lalacewa na ɗan gajeren lokaci. A taƙaice, jimillar ƙarfin amfani da wutar lantarki na kasuwar oxide shine kusan kashi 70%, kuma an shirya matakin farko na tsarin na'urorin Zhenhai Refinement and Chemical Phase tan 285,000/shekara don ajiye motoci don gyarawa. 'Yan kasuwa gabaɗaya suna jira su gani don siyarwa.
Gabaɗaya, samar da sabbin kayayyaki a kasuwar epoxy ba shi da wani sabon ƙarfin samarwa, kuma akwai ci gaba da maye gurbin manyan tsare-tsaren kulawa. Saboda haka, ana sa ran ɓangaren samar da kayayyaki zai yi ƙarfi sosai. Ƙarshen farashin da ke haɗuwa yana da ƙarfi kuma yana ba kasuwa wasu tallafi. Saboda haka, yuwuwar kasuwar oxide a cikin ɗan gajeren lokaci har yanzu yana nuna cewa yana da sauƙin ƙaruwa kuma yana da wahalar raguwa.
Haɓaka na dogon lokaci yana da wahalar ɗorewa
Daga mahangar matsakaici da dogon layi, tunda propylene oxide har yanzu tana cikin mawuyacin lokaci na faɗaɗa ƙarfin samarwa a wannan shekarar, an yi wa masana'antu hukunci bisa ga sabon tsarin samar da ƙarfin samarwa. A nan gaba, kasuwar epoxy ta cikin gida za ta yi wuya a inganta, kuma ana sa ran farashin zai canza daga yuan 8,000 zuwa 11,000.
"2023 ita ce shekara ta uku da aka fara sarrafa ƙarfin samar da patelletide. Sabuwar ƙarfin samarwa tana da girma sosai, kuma wasu sabbin ƙarfin samarwa ba su da wani tallafi a ƙasa." Sun Shanshan, wani manazarci a Jin Lianchuang, ya yi imanin cewa waɗannan ƙarfin za su kasance a cikin nau'in wuri ko kwangila. Shiga kasuwa kai tsaye, tasirin da ke kan kasuwa ya fi bayyana.
Daga labaran da ake samu a yanzu, a zango na biyu da na uku, akwai tan 400,000 na Sinochem da Yangnong a kowace shekara, tan 270,000 na Zhejiang Petrochemical a kowace shekara, da kuma tan 300,000 na na'urar oxylene a kowace shekara a Arewacin Huajin. Bugu da ƙari, ana sa ran ƙara yawan ƙarfin samarwa na Yantai Wanhua tan 400,000 na Binhai a kowace shekara, tan 240,000 na oxylene oxyne a kowace shekara, ana sa ran za a fara samarwa nan da ƙarshen shekara. A cewar ƙididdiga daga Jinlianchuang, a shekarar 2023, akwai kimanin tan miliyan 1.888 na samar da haƙƙin mallaka na oxylene oxylene a kowace shekara.
Wang Yibo, wani mai bincike a China Research Pwi, ya yi imanin cewa tare da ci gaba da saka hannun jari a sabbin hanyoyin samar da kayayyaki, haɗarin gasa a kasuwar oxide yana ƙaruwa, wanda zai iya haifar da mummunan canjin farashin kayayyaki da rashin ribar masana'antu. Duk da haka, manyan kamfanoni za su yi amfani da fa'idodin wadatar da kai a cikin kayan masarufi na asali don rage farashin masana'antu. A lokaci guda, bayan ci gaba da haɓaka manyan kamfanoni kuma zai iya hana haɗarin kasuwa yadda ya kamata.
Saboda haka, ƙarƙashin tasirin yawan sabbin ƙarfin samarwa, za a ƙaddamar da gasar kasuwa don gasa mai tsada a masana'antar oxide. Daga mahangar buƙata, buƙatar kasuwa gabaɗaya tana nuna yanayin gyara, amma lokacin murmurewa ya fi tsayi. Sun Shanshan ya annabta cewa kasuwar oxylene oxide za ta ci gaba da zama abin mamaki a cikin 2023. Idan babu wani abin farin ciki kwatsam, yana da wuya a sami babban farashi ko hauhawar farashi da fa'ida a kasuwa.
Lokacin Saƙo: Maris-21-2023