Ethonywe izindleko eziphakeme, isidingo esibuthakathaka nezinye izici, ukusebenza kwezinkampani ezisohlwini embonini ye-polypropylene (PP) ezingxenyeni ezintathu zokuqala zalo nyaka kwakungeyona ithemba.
Phakathi kwabo, i-Donghua Energy (002221. SZ), ezimisele ukuba ngumkhiqizi omkhulu wezinto ezintsha ze-polypropylene e-China, ibe nemali engenayo yokusebenza ye-22.09 billion yuan ezingxenyeni ezintathu zokuqala, ikhuphuke ngo-2.58% ngonyaka;Ingqikithi yenzuzo edalwe kubanikazi bamasheya benkampani esohlwini ibingama-yuan ayizigidi eziyi-159, ukwehla konyaka ngonyaka ngama-84.48%.Ngaphezu kwalokho, i-Shanghai Petrochemical (600688. SH) ithole ukulahlekelwa kwenzuzo yonke okudalwe yinkampani engumzali yamayuan ayizigidi eziyizinkulungwane ezingu-2.003 ezingxenyeni ezintathu zokuqala zamakota, eyasuswa kusukela enzuzweni kuya ekulahlekelweni unyaka nonyaka;U-Maohua Shihua (000637. SZ) uthole inzuzo yonke edalwe yinkampani engumzali yamayuan ayizigidi ezingu-4.6464, ukwehla konyaka ngonyaka ngama-86.79%.
Ngokuqondene nezizathu zokwehla kwenzuzo yenetha, i-Dinghua Energy yathi ngenxa yokungazinzi kwezwe, intengo yezinto zokusetshenziswa iqhubekile nokusebenza ngezinga eliphezulu, okubangele ukwanda okukhulu kwezindleko zokukhiqiza.Ngasikhathi sinye, uhlangothi lwesidingo lwathintwa ukwehla kwengcindezi yomnotho womhlaba kanye ne-COVID-19, futhi inzuzo yehla ngezikhathi ezithile.
Ukuguqulwa kwenzuzo
I-polypropyleneiyi-resin yesibili ngobukhulu enkulu-nenjongo evamile yokwenziwa, ebalwa cishe ngama-30% engqikithi yokusetshenziswa kwe-resin yokwenziwa.Ibhekwa njengenhlobonhlobo ethembisa kakhulu phakathi kwama-resin amahlanu amakhulu okwenziwa.Imboni ye-polypropylene ihlanganisa izindawo eziningi, njengezimoto, izinto zasendlini, i-electronics, ukupakisha, izinto zokwakha kanye nefenisha.
Njengamanje, umthamo wokukhiqiza we-polypropylene esekelwe kuwoyela ulinganiselwa ku-60% wengqikithi yomthamo wokukhiqiza we-polypropylene.Ukushintshashintsha kwentengo kawoyela ongahluziwe kunomthelela omkhulu ezindlekweni ze-polypropylene kanye nesimo sengqondo semakethe.Kusukela ngo-2022, amanani kawoyela wamazwe ngamazwe akhuphukele phezulu okusha eminyakeni yamuva nje ngenxa yezinto eziningi.
Ezingxenyeni ezintathu zokuqala zalo nyaka, ngenxa yezindleko eziphezulu kanye nokwehla kwezimakethe, inzuzo yamabhizinisi e-PP yayingaphansi kwengcindezi.
Ngomhla zingama-29 kuMfumfu, iDonghua Energy yakhipha umbiko wayo wekota yesithathu ka-2022, yathi imali engenayo yokusebenza kwenkampani engxenyeni yesithathu yokuqala yayingama-yuan ayizigidi eziyizinkulungwane ezingu-22.009, nokukhula konyaka ngo-2.58%;Ingqikithi yenzuzo edalwe kubanikazi bamasheya benkampani esohlwini ibingama-yuan ayizigidi eziyi-159, ukwehla konyaka ngonyaka ngama-84.48%.Ngaphezu kwalokho, ngo-Okthoba 27, umbiko wekota yesithathu ka-2022 okhishwe ngu-Maohua Shihua ubonise ukuthi inkampani izuze imali engenayo yokusebenza ye-5.133 billion yuan kumakota amathathu okuqala, ukunyuka konyaka ngo-38.73%;Isamba senzuzo edalwe inkampani engumzali sasingu-4.6464 million yuan, ukwehla konyaka ngonyaka ngama-86.79%.Ezingxenyeni ezintathu zokuqala zalo nyaka, iSinopec Shanghai izuze imali yokusebenza engama-yuan ayizigidi eziyizinkulungwane ezingama-57.779, ukwehla konyaka ngonyaka ngo-6.60%.Ingqikithi yenzuzo edalwe kubanikazi bamasheya benkampani esohlwini yayingama-yuan ayizigidi eziyizinkulungwane ezingu-2.003, eguqulelwe ekubeni inzuzo yayiswa ekulahlekelweni unyaka nonyaka.
Phakathi kwabo, i-Dinghua Energy ithe ezingxenyeni ezintathu zokuqala zalo nyaka, inzuzo yenkampani yehle ngama-yuan ayizigidi ezingama-842, noma ama-82.33%, uma kuqhathaniswa nesikhathi esifanayo ngonyaka owedlule, ikakhulukazi ngoba: ngakolunye uhlangothi, ithinteke yi-COVID. -19, izinga lokusebenza kwezimboni ezansi nomfula lalinganele, futhi isidingo sokugcina sehla;Ngakolunye uhlangothi, abathintwe isimo e-Ukraine, intengo yezinto zokusetshenziswa yaphakama.
Ukuncintisana okwandisiwe
Njengamanje, i-Donghua Energy izuze umthamo wokukhiqiza we-propylene wamathani ayizigidi ezingu-1.8 ngonyaka kanye namandla okukhiqiza i-polypropylene cishe amathani ayizigidi ezi-2 ngonyaka;Kuhlelelwe ukwengeza amanye amathani ayizigidi ezi-4 omthamo we-polypropylene e-Maoming nakwezinye izindawo eminyakeni emihlanu ezayo.
U-Sun Chengcheng, ovela ku-Longzhong Information, uthe ngokombono wokunwetshwa kwamandla e-polypropylene, ukunwetshwa kwamandla okucwenga amaphrojekthi okuhlanganiswa kwamakhemikhali kuzosheshisa ngemva kuka-2019. Ngenxa yomthamo omkhulu wokucwenga amaphrojekthi okuhlanganiswa kwamakhemikhali, imikhiqizo ephelele yamaketanga ezimboni, ithonya lemakethe esheshayo kanye ukufakwa okubanzi, izinguquko zephethini yokuhlinzeka okulethwa ukunwetshwa kuzoba nomthelela osobala kakhulu emakethe yendabuko yasekhaya, futhi ukuncintisana kwemakethe kuzoqhubeka nokudlondlobala, Imboni yasekhaya ye-polypropylene izongena esigabeni sokuhlanganiswa okukhulu kokusinda kwabanamandla kakhulu. .
Kuyaphawuleka ukuthi i-2022 isengunyaka omkhulu wokwandiswa kokukhiqizwa kwe-polypropylene.Ama-giants amaningi angenile embonini ye-polypropylene, noma andise ukutshalwa kwezimali ngesisekelo semboni yokuqala.Nakuba izinga lokukhula lehlile ngaphansi kwethonya lenqubomgomo “yekhabhoni ekabili”, kungabikezelwa ukuthi ukuqaliswa kwangempela kwephrojekthi kusafezeka.
I-Shanghai Petrochemical ithe ubungozi bokuntengantenga komnotho womhlaba bukhuphuke engxenyeni yesibili yonyaka, kanti ukukhula komnotho waseChina kulindeleke ukuthi kubuyele esimweni esihle futhi kuhlale kusezingeni elifanele.Ngokululama kwesidingo, ukukhula okuqhubekayo kanye nezinye izinqubomgomo, isidingo sezimoto, izindlu ezithengiswayo, izinto zikagesi zasendlini kanye neminye imikhakha kulindeleke ukuthi yenyuke.Kulindeleke ukuthi isidingo sasekhaya sikawoyela ocolisisiwe nemikhiqizo yamakhemikhali sizolulama, ukudluliswa kwentengo kochungechunge lwemboni ye-petrochemical kuzoba bushelelezi, futhi inkambiso iyonke yemboni izoba muhle.Kodwa ngesikhathi esifanayo, ngenxa yokwenyuka kokungaqiniseki kwentengo kawoyela wamazwe ngamazwe kanye nokukhululwa okumaphakathi kokucwengwa kwasekhaya kanye namandla amakhemikhali, ingcindezi yenzuzo yenkampani izokwanda nakakhulu.
U-Sun Chengcheng ukholelwa ukuthi engxenyeni yesibili yonyaka, ijubane lokukhulisa amandla ebhizinisi liye lashesha.Kulindeleke ukuthi umthamo omusha ube ngamathani ayizigidi ezi-4.7, futhi umthamo wokukhiqiza kulindeleke ukuthi ukhuphuke kakhulu unyaka nonyaka.Ekupheleni konyaka, umthamo ophelele wokukhiqiza we-polypropylene uzodlula amathani ayizigidi ezingu-40.Kusukela endaweni yama-node okukhiqiza, umthamo omusha uzokhishwa ngokujulile engxenyeni yesine, futhi ukukhula ngokushesha kwamandla noma ingozi yokweqisa kuzoholela ekuqhudelaneni kwezimakethe okukhulu.
Ngaphansi kwalesi sizinda, amabhizinisi e-polypropylene kufanele athuthuke kanjani?U-Sun Chengcheng uphakamise ukuthi, okokuqala, ukusheshisa ukuthuthukiswa kwemikhiqizo emisha, ukusebenzisa isu lokuhlukanisa, nokuthuthukisa izinto ezikhethekile ezinenani eliphakeme elingeziwe ukuze zithathe indawo yokungenisa kwamanye amazwe kuwukuphela kwendlela yokugwema ukuncintisana kwamanani oLwandle Olubomvu.Okwesibili ukuthuthukisa ukwakheka kwekhasimende.Kubahlinzeki, kuyadingeka ukwandisa kancane kancane ukwakheka kwamakhasimende, ukwandisa ingxenye yokuthengisa okuqondile, ukuqinisekisa ukuzinza kweziteshi zokuthengisa, nokuthuthukisa ngamandla amakhasimende emboni yezitolo, ikakhulukazi amakhasimende amele imboni noma isiqondiso sokuthuthukiswa kwemboni.Lokhu akudingi nje kuphela ukuthi abahlinzeki babe nemikhiqizo yekhwalithi ephezulu, kodwa futhi kudinga ukuhlela izinhlelo zokumaketha kanye nokweseka izinqubomgomo zokumaketha ezihambisanayo ngokuya nezici zekhasimende.Okwesithathu, amabhizinisi kufanele enze umsebenzi omuhle ekuthuthukiseni iziteshi zokuthekelisa, akhethe izitolo eziningi, anciphise ukugembula okufanayo, futhi agweme ukuqinisa ukuncintisana ngamanani aphansi.Okwesine, kufanele ngaso sonke isikhathi silondoloze ukuzwela okuphezulu kwesidingo sabathengi.Ikakhulukazi kusukela kwaqubuka i-COVID-19, izinguquko zesidingo zilethe izinguquko eziningi ekuziphatheni kwabathengi emakethe.Amabhizinisi okukhiqiza namaqembu okuthengisa kufanele ahlale ezwela ekufuneni izinguquko, alandele ijubane lemakethe futhi athuthukise imikhiqizo ngenkuthalo.
Ukungalingani phakathi kokuhlinzeka nokufunwa
Kodwa-ke, ngokuphambene nesimo samanje semboni, umdlandla wokutshalwa kwezimali wemali yezimboni zamaphrojekthi we-polypropylene uhlala ungashintshile.
Njengamanje, i-Donghua Energy izuze umthamo wokukhiqiza we-propylene wamathani ayizigidi ezingu-1.8 ngonyaka kanye namandla okukhiqiza i-polypropylene cishe amathani ayizigidi ezi-2 ngonyaka;Kuhlelelwe ukwengeza amanye amathani ayizigidi ezi-4 omthamo we-polypropylene e-Maoming nakwezinye izindawo eminyakeni emihlanu ezayo.Phakathi kwazo, 600,000 t/a PDH, 400,000 t/a PP, 200,000 t/a synthetic ammonia kanye nezinsiza ezisekelayo zisakhiwa e-Maoming Base, okulindeleke ukuthi iqedwe futhi iqale ukusebenza ekupheleni kuka-2022;Isethi yesibili ye-600000 t/a PDH kanye namasethi amabili we-400000 t/a PP ukuhlolwa kwamandla kanye nezinkomba zokuhlolwa kwemvelo kutholiwe.
Ngokwezibalo zikaJin Lianchuang, kusukela ngo-2018 kuya ku-2022, umthamo wokukhiqiza we-polypropylene waseChina ukhombise ukukhula okuqhubekayo, ngezinga lokukhula lika-3.03% laya ku-16.78% eminyakeni emihlanu yakamuva, kanye nesilinganiso sokukhula konyaka esingu-10.27%.Izinga lokukhula ngo-2018 lalingu-3.03%, eliphansi kakhulu eminyakeni emihlanu edlule.Unyaka ophakeme kakhulu ngu-2020, ngezinga lokukhula lika-16.78%.Umthamo omusha kulowo nyaka ungamathani ayizigidi ezi-4, futhi izinga lokukhula kweminye iminyaka lingaphezu kuka-10%.Kusukela ngo-Okthoba 2022, umthamo we-polypropylene e-China uzofinyelela amathani ayizigidi ezingu-34.87, futhi umthamo omusha we-polypropylene e-China uzoba amathani ayizigidi ezingu-2.8 ngonyaka.Kusenamandla amasha okulindeleke ukuthi afakwe ekukhiqizeni ekupheleni konyaka.
I-Sinopec Shanghai ithe engxenyeni yesibili yonyaka, ingozi yokuntengantenga komnotho emhlabeni wonke ikhuphuke, futhi ukukhula komnotho wasekhaya kulindeleke ukuthi kubuyele esimweni esihle futhi kuhlale ngaphakathi kwebanga elifanele.Ngokululama kwesidingo, ukukhula okuqhubekayo kanye nezinye izinqubomgomo, isidingo sezimoto, izindlu ezithengiswayo, izinto zikagesi zasendlini kanye neminye imikhakha kulindeleke ukuthi yenyuke.Kulindeleke ukuthi isidingo sasekhaya sikawoyela ocolisisiwe nemikhiqizo yamakhemikhali sizolulama, ukudluliswa kwentengo kochungechunge lwemboni ye-petrochemical kuzoba bushelelezi, futhi inkambiso iyonke yemboni izoba muhle.Kodwa ngesikhathi esifanayo, ngenxa yokwenyuka kokungaqiniseki kwentengo kawoyela wamazwe ngamazwe kanye nokukhululwa okumaphakathi kokucwengwa kwasekhaya kanye namandla amakhemikhali, ingcindezi yenzuzo yenkampani izokwanda nakakhulu.
U-Teng Meixia ukholelwa ukuthi ngo-2023,imakethe ye-polypropyleneizongena emzuliswaneni omusha wokunwetshwa kwamandla, futhi ukunikezwa kwemakethe kulindeleke ukuthi kukhuphuke kakhulu;Ngesikhathi esifanayo, isidingo sasekhaya sibonise umkhuba wokukhula okuvilaphayo ngenxa yezici ezihlukahlukene.Ngasikhathi sinye, umqedazwe we-COVID-19 womhlaba wonke uyaphindwa, futhi isidingo kulindeleke ukuthi siqhubeke sibe buthaka.Ngokumelene nalokhu kwangemuva, imakethe ye-polypropylene kancane kancane izongena esimweni sokuhlinzekwa kanye nokungalingani kwesidingo, futhi izinga elilinganiselwe lamanani e-polypropylene ngokuvamile lizokwehla ngo-2023.
Ngokwesibikezelo sika-Teng Meixia, ngemuva koMkhosi Wentwasahlobo wango-2023, imakethe izongena enkathini yesidingo esiphansi, futhi imakethe ye-PP ingase iqhubeke nokwehla unyaka wonke.Kusukela ngoMashi kuya kuMeyi, amanye amabhizinisi ahlela ukulungisa noma ukuthuthukisa isimo sengqondo semakethe, futhi imakethe ingase inyuke ngezikhathi ezithile.Kusukela ngoJuni kuya kuJulayi, isidingo sasibuthakathaka futhi intengo yayiphansi kakhulu.Kusukela maphakathi nasekupheleni kuka-Agasti, imakethe ye-PP iye yafudumala kancane kancane.Okulandelayo "igolide eliyisishiyagalolunye neshumi lesiliva" kuzoletha ukuchuma kwesidingo engxenyeni yesibili yonyaka, kugcinwe iphuzu eliphezulu.Kulindeleke ukuthi inani eliphakeme lesibili onyakeni lihlale ngoSepthemba kuya ku-Okthoba.Kusukela ngoNovemba kuya kuDisemba, ngokufika koMkhosi we-E-commerce, igagasi lesidingo lingase liqhutshwe ukumboza izikhundla, kodwa imakethe kuzoba nzima ukukhuphuka futhi kube lula ukuwa ngaso sonke isikhathi uma kungekho macro positive. izindaba zokuthuthukisa.
I-JinDun Chemicalizibophezele ekuthuthukisweni nasekusetshenzisweni kwama-acrylate monomers akhethekile namakhemikhali akhethekile ahlanzekile aqukethe i-fluorine.I-JinDun Chemical inezimboni zokucubungula ze-OEM e-Jiangsu, e-Anhui nakwezinye izindawo eziye zabambisana amashumi eminyaka, ihlinzeka ngokusekela okuqinile kwezinkonzo zokukhiqiza ezenziwe ngokwezifiso zamakhemikhali akhethekile.JinDun UChemical uphikelela ekudaleni iqembu elinamaphupho, enze imikhiqizo enesithunzi, ecophelelayo, eqinile, futhi aphume konke ukuze abe uzakwethu othembekile kanye nomngane wamakhasimende!Zama ukwenzaizinto ezintsha zamakhemikhaliukuletha ikusasa elingcono emhlabeni
Isikhathi sokuthumela: Dec-01-2022