Hauv 2022, nyob rau hauv keeb kwm ntawm tus nqi siab ntawm Raw thee cov nqi thiab txuas ntxiv ntawm cov khoom siv tau ntau yam ntawm "W" kev co nrog lub siab tshaj plaws ntawm ntau dua 36%. Nrhiav rau pem hauv ntej rau 2023, kev lag luam nyob hauv insiders ntseeg tias xyoo kev ua lag luam methhanol yuav tseem khaws nrog macro teeb meem thiab kev lag luam kev lag luam. Nrog kev hloov kho ntawm cov khoom thiab thov kev sib raug zoo thiab kev hloov kho ntawm cov khoom siv raw ntau dua, kev lag luam yuav ruaj khov thiab ruaj khov. Nws tseem qhia tau tias cov yam ntxwv ntawm qeeb ntau lawm loj hlob zuj zus kev loj hlob, kev hloov pauv cov neeg siv khoom, thiab ntau yam hloov pauv hauv kev ua lag luam. Nyob rau tib lub sijhawm, qhov cuam tshuam ntawm cov khoom lag luam txawv teb chaws tuaj yeem yog qhov tseem ceeb hauv ib nrab ntawm lub xyoo.
Txoj kev loj hlob ntawm muaj peev xwm qeeb qeeb
Raws li cov ntaub ntawv txheeb cais los ntawm Henan tshuaj Network, hauv 2022, kuv lub teb chaws Methanol ntau lawm tau ntau yam muaj peev xwm yog muaj nyob hauv Suav teb. Raws li qhov kawg ntawm 2022, kuv lub teb chaws tag nrho methanol ntau lawm yog li 113.06 lab muaj peev xwm ntau lawm, thiab lub zog tsim khoom siv tau ntau yam, thiab kev nce ntxiv 5.7% xyoo -on - xyoo.
HAN Hongwei, Tus Lwm Thawj Coj ntawm Henan roj kev koom haum, hais tias hauv 2023, kuv lub teb chaws muaj methanol ntau lawm mus loj hlob, tab sis kev loj hlob yuav qeeb. Xyoo 2023, kuv lub teb chaws lub peev xwm tshiab Methanol yuav yog li 4.9 lab tons. Lub sijhawm ntawd, tag nrho cov teeb meem tag nrho cov hluav taws xob ntau lawm yuav ncav cuag 118 lab tons, ib xyoos-ntawm 44%. Tam sim no, cov tshiab -Producter Thee -to -kethanol ntaus tau cuam tshuam ntau, feem ntau yog vim muaj kev nce qib ntawm "ob lub hom phiaj siab ntawm cov khoom siv thee. Seb lub peev xwm tshiab tuaj yeem hloov dua siab tshiab rau hauv kev coj ua kev tsim khoom ntawm "kaum plaub txoj kev npaj ua lag luam, nrog rau kev hloov pauv ntawm ib puag ncig Kev tiv thaiv thiab thee cov cai.
Raws li kev ua lag luam cov ntaub ntawv sab pem hauv ntej--Line tawm tswv yim, txij li lub Ib Hlis (TUJ tus nqi txawm tias yuav nce mus rau 2,800 yuan, qhov nce txhua hli, qhov nce txhua hli, cov nyiaj nce txhua hli txog 13 xyoos %. "Qhov cuam tshuam ntawm lub peev xwm tshiab ntawm lub khw muag khoom yuav raug muab cuam tshuam rau hauv lub xyoo ntawm Methanol nqe thaum pib ntawm lub xyoo yuav tsum tau txuas ntxiv." HAN Hongwei tau hais.
Kev Siv Tus Qauv Hloov Pauv
Tus neeg saib xyuas ntawm Zhongyuan txoj haujlwm tau hais tias vim yog kev tiv thaiv thiab kev tiv thaiv kev tiv thaiv tsis muaj zog, cov qauv siv yav tom ntej ntawm methanol tseem yuav hloov pauv. Ntawm lawv, kev txhim kho ntawm coal-upformins nrog kev noj ntawm kwv yees li 55% tej zaum yuav qeeb, thiab daim ntawv thov kev ua ib txwm muaj kev lag luam yuav tsum tau loj hlob dua.
Cui Huajie, tus neeg saib xyuas Henan Ruiyuanxin kev tswj hwm tshuaj, tau hais tias qhov kev xav tau ntawm Mininol ua lag luam tau raug hloov kho los ntawm kev poob siab, nws nyob twj ywm. Nyob rau hauv cov nqi siab, thee -to -olefe tswj hwm kev poob ntawm kev poob thawm xyoo. Cuam tshuam los ntawm qhov no, kev txhim kho ntawm cov thee -to -olefe qhia cov cim ntawm qeeb. Nrog qhov ua kom zoo tshaj plaws thiab cov tshuaj sib xyaw ua ke ntawm cov txheej txheem ib leeg hauv 2022 -shenGh Qhov kev thov tiag tiag txoj kev loj hlob ntawm Olefins rau methanol yuav ntxiv qeeb.
Raws li tus thawj tswj hwm ntawm Henan Zog Group, hauv cov kev ua yeeb yam hauv meticic, thiab cov acetic acid ntau lawm tau muaj kev nce siab txhua xyoo 1 lab tons hauv ob xyoos dhau los. Xyoo 2023, 1.2 lab tons ntawm cov acetic acid yuav tsum tau ntxiv, ua haujlwm ntawm methyl tloride, 1850,000 tons ntawm n, n-dmf). Raws li tag nrho, qhov kev thov kev loj hlob ntawm kev ua ib txwm muaj me me, thiab cov qauv kev txhim kho hauv tsev, thiab cov qauv kev noj haus yuav hloov tau. Txawm li cas los xij, cov hom phiaj ntau lawm ntawm cov peev txheej tshiab hauv cov kev lag luam hauv ib nrab lossis xyoo kawg, uas yuav muaj kev txhawb nqa methanol rau 2023.
Kev ua lag luam poob siab yog kev tsis muaj txiaj ntsig
Raws li cov khoom siv tam sim no thiab cov qauv thov, Shaowen, hais tias lub sijhawm me me ntawm cov khoom siv metmanol ntau lawm yuav cuam tshuam ntxiv, txawm hais tias Cov tshuaj metanthanol ntau lawm tuaj yeem npaj tau nyob rau hauv 2023 raws li txoj kev npaj raws li kev tsim khoom yog tseem yuav muaj nyob rau hauv ib nrab xyoo ntawm lub xyoo, uas yuav yog Haum rau kev tsim ntawm methanol kev lag luam hauv thawj ib nrab ntawm 2023.
Los ntawm cov kev pom ntawm cov txheej txheem ntau lawm ntawm kev tshiab methhanol pab pawg, cov peev xwm ntau lawm yog nyob rau hauv lub xyoo thib ob ntawm lub xyoo. Lub siab ntawm cov khoom siv ntshoo yuav pom tseeb nyob rau hauv ib nrab xyoo ntawm lub xyoo. Yog tias cov khoom lag luam qis dua, cov kev lag luam hauv tsev metanol tseem yuav ntsib cov khoom lag luam ntawm cov khoom lag luam thib ob ntawm lub xyoo.
Tsis tas li ntawd, hauv 2023, cov kev ua lag luam hauv methanol thiab tam sim no muaj peev xwm muab tso rau hauv kev tsim khoom tshiab, Methanol huv si roj muaj lub zog tshiab , Methanol xav tau kev nce ntxiv, tab sis kev loj hlob yuav txuas qeeb qeeb. Lub tsev lag luam methanol hauv tsev ua ib qho tseem yog nyob rau hauv lub xeev ntawm oversupply. Nws cia siab tias lub tsev lag luam methanol hauv tsev yuav sawv ua ntej thiab tom qab ntawd ruaj khov nyob rau hauv 2023, thiab qhov tau hloov kho nyob rau hauv ib nrab xyoo ntawm lub xyoo tsis tuaj yeem txiav txim. Txawm li cas los xij, vim tus nqi siab ntawm cov thee ntawm cov thee thiab cov nkev, nws yog qhov nyuaj rau kev ua lag luam methanol hauv lub sijhawm luv luv, thiab kev poob siab tag nrho yog kev tsis lees paub.
Kev lag luam insiders hais tias qhov nruab nrab kev loj hlob txhua xyoo kev tsim tawm hauv tsib xyoos tom ntej yuav tsum nyob hauv thaj chaw tiaj tus ntawm 3% mus rau 4%. Nyob rau tib lub sijhawm, nrog kev sib xyaw ua ke thiab thev naus laus zis ntau dua ib lab ntawm cov methanol mus rau cov txheej txheem, cov txheej txheem ntsuab thiab lwm cov txheej txheem tshwm sim yuav yog ib qho ntxiv. Methanol mus rau Aromatics thiab Methanol mus rau cov roj av tseem ceeb nrog kev nthuav dav ntawm kev txhim kho kev lag luam, tab sis tus kheej lub zog tseem ceeb yuav nyob rau hauv txhais tes ntawm cov lag luam loj uas ua lag luam, thiab cov Qhov tshwm sim ntawm loj sib txawv nyob rau hauv Methanol kev ua lag luam yuav tsum tau txhim kho.
Lub Sijhawm Post: Feb-08-2023