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Kharashka sarreeya iyo baahida daciifka ah, polypropylene waxay gashay kanaalka hoose, faa'iidada shirkadu waxay ku jirtaa cadaadis

 

Iyada oo ay saamaysay kharashyada sarreeya, baahida daciifka ah iyo arrimo kale, waxqabadka shirkadaha liiska ku jira ee warshadaha polypropylene (PP) ee saddexda bilood ee ugu horreeya sanadkan ma ahayn kuwo rajo leh.

Waxaa ka mid ah, Donghua Energy (002221. SZ), kaas oo lagu go'aamiyay in uu yahay soo saaraha ugu weyn ee qalabka polypropylene cusub ee Shiinaha, wuxuu lahaa dakhliga hawlgalka ee 22.09 yuan saddexdii bilood ee ugu horeysay, ilaa 2.58% sanadka;Faa'iidada saafiga ah ee loo aanaynayo saamilayda shirkadda liiska ku qoran waxay ahayd 159 milyan yuan, hoos u dhac sannad kasta ah 84.48%.Intaa waxaa dheer, Shanghai Petrochemical (600688. SH) waxay xaqiiqsatay khasaare faa'iido saafi ah oo loo aanayn karo shirkadda waalidka ee 2.003 bilyan yuan saddexdii rubuc ee ugu horreeya, kaas oo laga wareejiyay faa'iidada ilaa khasaaraha sannad-sannadka;Maohua Shihua (000637. SZ) waxay xaqiiqsatay faa'iido saafi ah oo loo aanayn karo shirkadda waalidka ee 4.6464 million yuan, hoos u dhac sanadeedka 86.79%.

Sababaha hoos u dhaca faa'iidada saafiga ah, Donghua Energy ayaa sheegtay in ay sabab u tahay xasillooni darrada juqraafiga ah, qiimaha alaabta ceeriin ayaa sii waday inay ku socoto heer sare, taasoo keentay koror weyn oo ku yimid kharashka wax soo saarka.Isla mar ahaantaana, dhinaca baahida waxaa saameeyay cadaadiska hoos u dhaca ee dhaqaalaha adduunka iyo COVID-19, iyo faa'iidada ayaa hoos u dhacday xilliyo.

 

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roga faa'iidada

 

Polypropylenewaa tan labaad ee ugu weyn ee loo isticmaalo xabagta synthetic-ga guud, oo ka dhigan qiyaastii 30% wadarta isticmaalka xabagta synthetic.Waxaa loo arkaa inuu yahay noocyada ugu rajo-gelinta badan shanta xabo ee waaweyn ee synthetic.Warshadaha polypropylene waxay daboolayaan meelo badan oo kala duwan, sida baabuurta, qalabka guriga, elektiroonigga, baakadaha, qalabka dhismaha iyo alaabta guriga.

Waqtigan xaadirka ah, awoodda wax-soo-saarka polypropylene ee saliidda ku salaysan waxay xisaabisaa qiyaastii 60% wadarta guud ee awoodda wax-soo-saarka polypropylene.Isbeddelka qiimaha saliidda cayriin ayaa saameyn weyn ku leh qiimaha polypropylene iyo maskaxda suuqa.Laga soo bilaabo 2022, qiimaha saliidda caalamiga ah ayaa sare u kacay sannadihii u dambeeyay arrimo badan oo kala duwan dartood.

Saddexdii rubuc ee sanadkan, qiimaha sare iyo hoos u dhaca suuqa awgeed, faa’iidada shirkadaha PP ayaa cadaadis saarnaa.

Oktoobar 29, Dongua Energy waxay soo saartay warbixinteeda rubuci saddexaad ee 2022, iyada oo sheegtay in dakhliga shirkadda ee saddexdii rubuc ee ugu horreeya uu ahaa 22.009 bilyan yuan, iyada oo kobac sannadle ah 2.58%;Faa'iidada saafiga ah ee loo aanaynayo saamilayda shirkadda liiska ku qoran waxay ahayd 159 milyan yuan, hoos u dhac sannad kasta ah 84.48%.Intaa waxaa dheer, Oktoobar 27, warbixinta rubuci saddexaad ee 2022 ee ay sii daysay Maohua Shihua waxay muujisay in shirkaddu ay ku guulaysatay dakhli hawlgal ah oo ah 5.133 bilyan yuan saddexdii rubuc ee ugu horreeya, korodhka sannadlaha ah ee 38.73%;Faa'iidada saafiga ah ee loo aaneynayo shirkadda waalidku waxay ahayd 4.6464 milyan yuan, hoos u dhac sanadle ah oo ah 86.79%.Saddexdii rubuc ee hore ee sanadkan, Sinopec Shanghai waxa ay heshay dakhli hawlgal ah oo dhan 57.779 bilyan yuan, hoos u dhac sannad kasta ah 6.60%.Faa'iidada saafiga ah ee loo aanaynayo saamilayda shirkadda liiskan ku qoran waxay ahayd 2.003 bilyan yuan, taas oo faa'iidada laga beddelay ilaa sannad-sannad.

Waxaa ka mid ah, Donghua Energy waxay sheegtay in saddexdii bilood ee ugu horreeyay sanadkan, faa'iidada saafiga ah ee shirkadu ay hoos u dhacday 842 milyan yuan, ama 82.33%, marka la barbar dhigo isla muddadaas sannadkii hore, inta badan sababtoo ah: dhinaca kale, waxaa saameeyay COVID-19. -19, heerka shaqo ee warshadaha hoose ayaa ahaa mid aan ku filnayn, iyo baahida terminal ayaa hoos u dhacday;Dhinaca kale, oo ay saamaysay xaaladda Ukraine, qiimaha alaabta ceeriin ayaa kor u kacay.

 

Tartanka oo kordhay

 

Waqtigan xaadirka ah, Dongua Energy waxay gaadhay awoodda wax-soo-saarka propylene ee 1.8 milyan tan / sannadkii iyo awoodda wax-soo-saarka polypropylene ee ku dhawaad ​​​​2 milyan oo tan / sannadkii;Waxaa la qorsheeyay in lagu daro 4 milyan oo tan oo kale oo polypropylene ah gudaha Maoming iyo meelo kale shanta sano ee soo socota.

Sun Chengcheng, oo ka socda Longzhong Information, ayaa sheegay in marka la eego aragtida ballaarinta awoodda polypropylene, ballaarinta awoodda sifeynta mashaariicda isku dhafka kiimikada waxay dardargelin doontaa 2019 ka dib. daboolka ballaaran, isbeddelka qaabka sahayda ee uu keenay balaadhinta ayaa saameyn muuqata ku yeelan doonta suuqa saadka dhaqameed ee gudaha, tartanka suuqana wuxuu sii wadi doonaa inuu sii xoogeysto, Warshadaha polypropylene ee gudaha ayaa geli doona marxaladda isdhexgalka weyn ee badbaadada ugu fiican. . 

Waxaa xusid mudan in 2022 ay weli tahay sanad weyn oo loogu talagalay ballaarinta wax soo saarka polypropylene.Rafaa badan ayaa galay warshadaha polypropylene, ama kordhay maalgashiga ku salaysan warshadaha asalka ah.Inkasta oo heerka kobaca uu hoos u dhacay saamaynta siyaasadda "dual carbon", waxaa la saadaalin karaa in hirgelinta dhabta ah ee mashruuca weli la fulinayo.

Shanghai Petrochemical ayaa sheegtay in khatarta sicir-bararka dhaqaalaha adduunka ay sare u kacday nuskii dambe ee sanadka, waxaana la filayaa in kobaca dhaqaalaha Shiinaha uu soo kabsado oo uu ku sii jiro xad macquul ah.Iyadoo dib u soo kabashada baahida, kobaca joogtada ah iyo siyaasadaha kale, baahida baabuurta, hantida ma guurtada ah, qalabka guryaha iyo goobaha kale ayaa la filayaa inay kordho.Waxaa la filayaa in baahida gudaha ee saliidda la safeeyey iyo alaabta kiimikada ay soo kabsan doonto, gudbinta qiimaha silsiladda warshadaha petrochemical waxay noqon doontaa mid siman, isbeddelka guud ee warshadaha ayaa noqon doona mid wanaagsan.Laakiin isla mar ahaantaana, sababtoo ah hubin la'aanta korodhay ee isbeddelka qiimaha saliidda caalamiga ah iyo sii-deynta dhexe ee sifaynta gudaha iyo awoodda kiimikada, cadaadiska faa'iidada shirkadu wuu sii kordhi doonaa.

Sun Chengcheng waxay aaminsan tahay in qeybtii labaad ee sanadka, xawliga ballaarinta awoodda ganacsiga la dardargeliyay.Waxaa la filayaa in awoodda cusubi ay noqon doonto ilaa 4.7 milyan oo tan, waxaana la filayaa in awoodda wax soo saarku ay si weyn u korodho sannadba sanadka ka dambeeya.Dhamaadka sanadka, wadarta wax soo saarka polypropylene waxay ka badan doontaa 40 milyan oo tan.Laga soo bilaabo barta qanjidhada wax soo saarka, awoodda cusub ayaa si xoog leh loo sii deyn doonaa rubuci afaraad, kobaca degdega ah ee awoodda ama khatarta xad-dhaafka ah waxay u horseedi doontaa tartan suuqa oo aad u daran.

Asalkii hore, sidee ayay tahay in shirkadaha polypropylene ay horumariyaan?Sun Chengcheng ayaa soo jeedisay, marka hore, in la dardargeliyo horumarinta wax soo saarka cusub, hirgelinta istaraatiijiyadda kala duwanaanshaha, iyo samaynta qalab gaar ah oo qiimo sare leh oo lagu beddelayo badeecadaha la soo dejiyo ay tahay habka kaliya ee looga hortagi karo tartanka qiimaha ee Badda Cas.Midda labaad waa in la hagaajiyo qaab-dhismeedka macaamiisha.Alaab-qeybiyeyaasha, waxaa lagama maarmaan ah in si tartiib tartiib ah loo hagaajiyo qaab dhismeedka macaamiisha, ballaarinta saamiga iibka tooska ah, hubinta xasilloonida kanaalada iibka, iyo si xooggan loo horumariyo macaamiisha warshadaha terminal, gaar ahaan macaamiisha leh matalaada warshadaha ama jihada horumarinta warshadaha.Tani kaliya uma baahna alaab-qeybiyeyaashu inay helaan alaabo tayo sare leh, laakiin waxay sidoo kale u baahan tahay in lagu habeeyo qorshayaasha suuq-geynta iyo taageeridda siyaasadaha suuqgeynta ee u dhigma iyadoo loo eegayo sifooyinka macaamiisha.Saddex, shirkaduhu waa inay shaqo fiican ka qabtaan horumarinta kanaalada dhoofinta, doorta goobo badan, yareeyaan khamaarka wadaagga ah, kana fogaadaan xoojinta tartanka qiimaha jaban.Afar, waa in aan mar walba ilaalinaa dareenka sare ee baahida macaamiisha.Gaar ahaan tan iyo markii uu dillaacay COVID-19, isbeddellada dalabka ayaa keenay isbeddello badan oo ku saabsan hab-dhaqanka macaamiisha ee suuqa.Shirkadaha wax soo saarka iyo kooxaha wax iibinta waa in ay had iyo jeer ilaaliyaan dareenka baahida isbeddelka, raacaan xawaaraha suuqa oo ay si firfircoon u horumariyaan alaabta.

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Isku dheelitir la'aanta u dhaxaysa sahayda iyo baahida

 

Si kastaba ha ahaatee, liddi ku ah xaaladda hadda jirta ee warshadaha, xamaasadda maalgashiga ee caasimadda warshadaha ee mashaariicda polypropylene ayaa weli ah mid aan isbeddelin.

Waqtigan xaadirka ah, Dongua Energy waxay gaadhay awoodda wax-soo-saarka propylene ee 1.8 milyan tan / sannadkii iyo awoodda wax-soo-saarka polypropylene ee ku dhawaad ​​​​2 milyan oo tan / sannadkii;Waxaa la qorsheeyay in lagu daro 4 milyan oo tan oo kale oo polypropylene ah gudaha Maoming iyo meelo kale shanta sano ee soo socota.Waxaa ka mid ah, 600,000 t/a PDH, 400,000 t/a PP, 200,000 t/a ammonia synthetic iyo tas-hiilaad taageero ah ayaa ka socda dhismaha Maoming Base, kaas oo la filayo in la dhamaystiro oo la hawlgeliyo dhammaadka 2022;Qaybta labaad ee 600000 t/a PDH iyo laba qaybood oo ah 400000 t/a PP qiimaynta tamarta iyo tilmaamayaasha qiimaynta deegaanka ayaa la helay.

Marka loo eego tirakoobka Jin Lianchuang, laga bilaabo 2018 ilaa 2022, awoodda wax soo saarka Shiinaha ee polypropylene waxay muujisay isbeddel joogto ah oo kobac ah, iyadoo heerka kobaca ee 3.03% ilaa 16.78% shantii sano ee la soo dhaafay, iyo celceliska heerka kobaca sanadlaha ah ee 10.27%.Heerka kobaca ee 2018 wuxuu ahaa 3.03%, kii ugu hooseeyay shantii sano ee la soo dhaafay.Sannadka ugu sarreeya waa 2020, iyadoo heerka kobaca uu yahay 16.78%.Awooda cusub ee sanadkaas waa 4 milyan oo tan, heerka kobaca sanadaha kale waa in ka badan 10%.Laga bilaabo Oktoobar 2022, wadarta awoodda polypropylene ee Shiinaha waxay gaari doontaa 34.87 milyan tan, awoodda cusub ee polypropylene ee Shiinaha waxay noqon doontaa 2.8 milyan tan sanadka.Waxaa weli jirta awood cusub oo la filayo in la soo saaro wax soo saarka dhammaadka sanadka.

Sinopec Shanghai ayaa sheegtay in qeybtii labaad ee sanadka, ay sare u kacday halista sicir-bararka dhaqaalaha adduunka, waxaana la filayaa in kobaca dhaqaalaha gudaha uu soo kabsado oo uu ku sii jiro xad macquul ah.Iyadoo dib u soo kabashada baahida, kobaca joogtada ah iyo siyaasadaha kale, baahida baabuurta, hantida ma guurtada ah, qalabka guryaha iyo goobaha kale ayaa la filayaa inay kordho.Waxaa la filayaa in baahida gudaha ee saliidda la safeeyey iyo alaabta kiimikada ay soo kabsan doonto, gudbinta qiimaha silsiladda warshadaha petrochemical waxay noqon doontaa mid siman, isbeddelka guud ee warshadaha ayaa noqon doona mid wanaagsan.Laakiin isla mar ahaantaana, sababtoo ah hubin la'aanta korodhay ee isbeddelka qiimaha saliidda caalamiga ah iyo sii-deynta dhexe ee sifaynta gudaha iyo awoodda kiimikada, cadaadiska faa'iidada shirkadu wuu sii kordhi doonaa.

Teng Meixia waxay aaminsan tahay in 2023,suuqa polypropylenewaxay geli doontaa wareeg cusub oo balaadhinta awoodda, waxaana la filayaa in saadka suuqa uu si weyn u kordho;Isla mar ahaantaana, baahida gudaha ayaa muujisay isbeddel koritaan ah oo gaabis ah sababo kala duwan awgeed.Isla mar ahaantaana, faafitaanka caalamiga ah ee COVID-19 waa soo noqnoqda, waxaana la filayaa in baahida ay sii daciifto.Marka la eego dib-u-dhacan, suuqa polypropylene wuxuu si tartiib tartiib ah u geli doonaa xaalad sahayda iyo baahida isu dheelitir la'aanta, iyo qiyaasta qiimaha polypropylene guud ahaan hoos ayuu u dhici doonaa 2023.

Marka loo eego saadaasha Teng Meixia, ka dib Dabaaldegga Gu'ga ee 2023, suuqu wuxuu geli doonaa xilliga baahida hoose, waxaana laga yaabaa in suuqa PP uu sii socdo hoos u dhaca sanadka oo dhan.Laga bilaabo Maarso ilaa Maajo, shirkadaha qaar ayaa qorsheeyay inay hagaajiyaan ama kor u qaadaan maskaxda suuqa, waxaana laga yaabaa in suuqu mararka qaarkood sare u kaco.Laga soo bilaabo Juun ilaa Juulaay, baahidu waxay ahayd mid daciif ah qiimuhuna inta badan wuu ka hooseeyaa.Laga soo bilaabo bartamihii iyo dabayaaqadii Agoosto, suuqa PP ayaa si tartiib tartiib ah u kululaaday."Sagaal dahab ah iyo toban qalin ah" soo socda ayaa keeni doona barwaaqada baahida qaybta labaad ee sanadka, ilaalinta meel sare.Waxaa la filayaa in ugu sarreeya ee labaad ee sanadka uu ahaan doono Sebtembar ilaa Oktoobar.Laga bilaabo Noofambar ilaa Disembar, oo ay soo baxday Bandhiga E-ganacsiga, mowjadaha dalabka ayaa laga yaabaa in loo kaxeeyo si loo daboolo jagooyinka, laakiin suuqu way adkaan doontaa inuu kordho oo si fudud u dhaco inta ka hartay wakhtiga haddii aysan jirin wax macquul ah. wararka kor loogu qaado.

JinDun Kiimikadawaxaa ka go'an in horumarinta iyo codsiga monomers gaar ah acrylate iyo kiimikooyinka ganaax gaar ah oo ay ku jiraan fluorine.JinDun Chemical ayaa OEM dhirta processing ee Jiangsu, Anhui iyo meelo kale oo ay wada shaqeeyaan muddo tobanaan sano ah, bixinta taageero dheeraad ah oo adag adeegyada wax soo saarka customized ee kiimikooyinka gaarka ah.JinDun Kiimikada waxay ku adkaysanaysaa abuurista koox riyooyin leh, samaynta alaabooyin si sharaf leh, taxadar leh, adag, oo dhammaan u bax si aad u noqoto lammaane la aamini karo iyo saaxiibka macaamiisha!Isku day inaad sameysowalxo cusub oo kiimiko ahadduunyo u horseeda mustaqbal wanaagsan


Waqtiga boostada: Dec-01-2022