Tun daga watan Fabrairu, rage darajar kasuwar diphenyl methane diisocyanate (MDI) a cikin gida ya ragu, amma farashin kayan masarufi ya karu da ƙasa, kamar yadda a ranar 20 ga Fabrairu a yankin Shandong aniline ya tashi da yuan 1000 (farashin tan, iri ɗaya da ke ƙasa). "Ƙarshen farashi yana tallafawa buƙatar da ke kan gaba a cikin ƙasa ta dawo da hankali, ko kuma zai fitar da kasuwar MDI gaba ɗaya daga cikin mawuyacin hali, ya buɗe kasuwa." Mutane da yawa a cikin masana'antar sun yi bincike da yanke hukunci a sama.
Tallafin farashi mai ƙarfi
Aniline na kayan da aka yi amfani da su wajen samar da sinadarin aniline ya kai kashi 75% na farashin MDI. Kwanan nan, farashin aniline yana ƙaruwa, kuma tallafin kuɗin MDI ya ƙaru.
Har zuwa ranar 21 ga watan Fabrairu, farashin aline na Arewacin China ya kai yuan 12,200, wanda ya karu da yuan 1950 idan aka kwatanta da ranar 28 ga Janairu, wanda ya karu da kashi 19.12%; Daga ranar 17 ga Fabrairu, ya karu da yuan 1200, ko kuma kashi 10.96%.
"Karuwar kasuwar aniline ta fi faruwa ne sakamakon karuwar masu saye a tsakiya da kuma na ƙasa. Bukatar aniline ta ƙaru, kuma za a rufe wasu sassan samar da kayayyaki don gyarawa, za a ƙara ƙarfin gwiwa a kasuwa, masana'antun za su daina sayar da kayan da aka yi da su cikin sauri, kuma farashin aniline ya ƙaru sosai." Injiniyoyin kamfanin kera man fetur na Shandong Kenli, Wang Quanping, sun ce.
A halin yanzu, Nanhua ta dakatar da na'urar aniline mai nauyin tan 100,000 a kowace shekara; tsarin ajiye motoci na Chongqing BASF tan 300,000 a kowace shekara, ana sa ran zai ɗauki tsawon wata 1; Ningbo Wanhua tan 720,000 a kowace shekara, aikin ɗaukar kaya 50%.
Daga mahangar aniline zuwa sama, kasuwar benzene ta cikin gida ta yi matukar girgiza. Gabashin China ta fara aiwatar da odar isar da kayayyaki, kayan tashar jiragen ruwa sun ragu kadan. Kasuwar benzene ta Amurka ta tashi, farashin waje ya tashi, farashin benzene mai siffar "concave" na cikin gida ya karu, wanda ya fi karfin rana.
"Kafin farashin aniline bai tashi ba, matsakaicin ribar da masana'antar MDI ta polymerization ta cikin gida ta kai kimanin yuan 3273. Karin kayan masarufi zai danne sararin ribar da MDI ta polymerization ta ke da shi, wanda hakan zai kara wa masana'antun kwarin gwiwar yin farashi." Wang Quanping ya ce a kasuwar rana, a bayyane yake cewa samar da aniline ya ragu, kuma kayayakin na iya faduwa zuwa wani mataki na kasa. Ana sa ran farashin aniline zai ci gaba da tashi a cikin dan kankanin lokaci, wanda hakan zai samar da goyon baya ga kasuwar MDI da polymerized ta fuskar farashi.
Bukatar gyara mataki-mataki
Ganin cewa kasuwar polyether ta MDI mai polymeric ta inganta a hankali kwanan nan. Kasancewar propylene oxide a matsayin kayan da aka samar, kasuwar polyether ta buɗe yanayin jan hankali. Kusan wata 1, farashin polyether ya ragu, wanda shine cibiyar nauyi, bikin bazara ya tashi da yuan 800.
Daga ɓangaren samar da kayayyaki, kayan da ake amfani da su a polyether sun isa, amma babban tushen shigo da kayayyaki don kiyaye yanayin aiki. Manyan masana'antu a arewa da kudu suna son tallafawa kasuwa, kuma yawancin wuraren aiki na masana'antun polyether har yanzu suna da iyaka da propylene oxide. Bugu da ƙari, masana'antun suna da wani takamaiman kaya, kuma bayan bikin bazara, kasuwar propylene oxide tana cikin wani yanayi mai ban mamaki, kuma farashin kayan da aka gama ba shi da ƙasa. An kiyasta cewa yawan shirye-shiryen jigilar kayayyaki shine babban abin da ake buƙata nan gaba kaɗan.
"Kwanan nan, ana sa ran shigo da kayayyaki daga ƙasashen waje zai ƙara musu, amma adadin polyether mai laushi ya ragu, babban masana'antar cikin gida ta dogara ne da yanayin birnin." Injiniyar kwararrun masana'antu da fasahar bayanai ta Shandong, Pan Jinsong, ta ce.
Daga mahangar buƙata, tsarin odar soso na cikin gida na kasuwancin ƙasa yana da daidaito, kuma za a gudanar da babban amfani da kayan masarufi ga kamfanonin samarwa a watan Maris. A watan Maris, za a gudanar da baje kolin kayan daki, ko kuma zai kawo fa'idodi masu kyau ga kasuwar kayan masarufi. Tsarin kamfanonin soso na fitarwa gabaɗaya yana nan. Watan membobin Amazon ne a watan Yuli. Ana sa ran zai sami wani babban matsayi a cikin kamfanonin soso na fitarwa bayan Afrilu.
Daga mahangar albarkatun ƙasa, sabon ƙawata oxide na oxide a ƙarshen watan Fabrairu kawai na sinadaran ɗan adam ne, da kuma tsammanin da ake tsammani na na'urar Ida ko sake farawa. Sauran na'urorin ba su da wani ƙaruwa mai yawa a cikin halin yanzu. Tare da ajiye motoci na matakin farko na Zhenhai Refining and Chemical, wadatar kasuwa ba ta da yawa, kuma tallafin farashi yana kan gaba. Ana sa ran farashin oxide propyne yana da saurin tashi kuma yana da wahalar raguwa, kuma har yanzu yana tallafawa kasuwar polyether.
Gabaɗaya, akwai alamun buƙatar ƙarshe, wanda zai haifar da hauhawar kasuwar MDI gaba ɗaya.
Ana sa ran raguwar wadata
A halin yanzu, raguwar kasuwar MDI ta cikin gida ta ragu, kuma farashin tayin galibi ya kai yuan 15,500 zuwa 15,800, kuma farashin kayan da aka shigo da su daga ƙasashen waje (MR200, M200) ya kai yuan 15,300 zuwa 15,600.
"A halin yanzu, farashin tattara MDI har yanzu yana ƙasa cikin kusan shekaru uku. A ƙarƙashin hasashen ingantattun manufofin rigakafin annoba da kuma kula da tattalin arziki da ke jiran a fara farfadowa, kasuwar MDI da ta haɗu tana ƙaruwa a hankali a matakai. Masu samar da kayayyaki suna musayar lokaci da sarari kuma a hankali suna haɓaka ƙa'idodin kasuwa gwargwadon saurin amfani da kayayyaki a ƙarshen buƙata." in ji Pan Jinsong.
Daga ɓangaren samar da kayayyaki, wadatar tana da iyaka, tayin MDI na gaba ɗaya yana da yawa, yanayin kasuwa yana da taka tsantsan. Tare da kula da masu samar da kayayyaki da kuma jigilar kayayyaki a hankali, buƙatar da ake buƙata ta fi yawa, yanayin siye yana ƙara zafi, kuma cibiyar ƙarfin filin tattara MDI tana ƙaruwa.
Dangane da kayan aiki, kayan aikin MDI na tan 400,000/shekara a Chongqing sun shiga yanayin gyaran a ranar 5 ga Fabrairu, wanda ake sa ran zai daɗe har zuwa tsakiyar Maris. Za a dakatar da kayan aikin Ningbo na tan 800,000/shekara don gyara daga ranar 13 ga Fabrairu, wanda zai ɗauki kimanin kwanaki 30. Ana sa ran jimlar samar da MDI zai kai tan 152,000 a watan Fabrairu, wanda ya ragu da tan 23,300 idan aka kwatanta da watan da ya gabata.
A taƙaice, ƙarfin tallafin kuɗi na jimlar kuɗin MDI, raguwar wadatar kayayyaki a kasuwa, da kuma farfaɗowar buƙatun da ke ƙasa a hankali, ƙarfin haɗin gwiwa guda uku na iya taimakawa kasuwar MDI ta kawar da rashin tabbas da kuma fita daga guguwar hauhawar farashi.
Lokacin Saƙo: Maris-06-2023