Nrhiav rau pem hauv ntej rau kev lag luam styling hauv 2023, kev lag luam sab hauv ntseeg tias kev ua lag luam yuav nyob rau hauv kev lag luam siab thiab qis.Xyoo no tseem yog ib xyoos uas muaj peev xwm ntawm styrene tau nthuav dav sai.Txoj kev sib tshooj ib nrab xyoo los tiv thaiv dumping yog dhau lawm.Cov khoom lag luam txawv teb chaws los yog cheb kom txwv kev lag luam hauv tsev.Nyob rau tib lub sij hawm, lub peev xwm downstream yog tso tawm.Besium hauv qab 2022, cov nyiaj tau los nyuaj nce.
Kev loj hlob tuaj yeem yog 17%
"Nyob rau xyoo 2022, lub peev xwm styrene hauv tsev tseem nyob ntawm txoj kev loj hlob siab, thiab kev loj hlob yuav tsum ncav cuag 20%, uas yuav dhau los ua cov khoom lag luam ceev tshaj plaws ntawm cov saw hlau hauv kev lag luam.Vim qhov kev tso tawm sai sai ntawm lub peev xwm tsim tawm tshiab ntawm styrene, qhov nce hauv kev tsim khoom thiab kev muag khoom siab yuav nce, thiab kev siv lub peev xwm yuav tsis zoo li qhov ua tau.Nws cia siab tias nws yuav nyob ib puag ncig 78%."Kim Lianchuang kws tshuaj ntsuam Wang Li ntseeg.
Wang Li tau hais tias nyob rau xyoo 2023, cov khoom siv tshiab xws li Lianyungang Petrochemical, Zibo Junchen, Guangdong Petrochemical, Zhejiang Petrochemical tej zaum yuav raug muab tso rau hauv kev tsim khoom, thiab kev tsim muaj peev xwm loj hlob ntawm styrene yuav tsum ncav cuag 23%.Yog tias kev ua haujlwm qeeb vim qhov txuas ntxiv ntawm qhov tsis sib xws ntawm cov khoom siv thiab kev xav tau, qhov kev loj hlob ntawm cov khoom tsim tawm xyoo no yuav yog 17%.
Kev cuam tshuam los ntawm qhov no, xyoo no lub lag luam styrene khiav los yog muaj kev sib tw siab thiab qis, thiab tus nqi nruab nrab ntawm lub xyoo yuav tsawg dua 2022. Tshwj xeeb, qhov kev kwv yees ntawm cov nqi nce hauv lub quarter thib ob.Ntawm qhov tod tes, vim qhov txuas ntxiv ntawm cov styrene xyoo no, lub siab ntawm kev tsim khoom hauv thawj peb lub hlis twg yog ntau dua, thiab qhov kev thov rau superimposed thaum lub caij nplooj ntoos hlav Festival tsis muaj zog.Ntawm qhov tod tes, qhov kev thov hauv lub quarter thib ob tau xav tias yuav rov qab los, thiab cov khoom lag luam qis yuav ua raws li.Nyob rau lub quarter thib peb thiab plaub, cov khoom ntawm styrene yog nyob rau theem siab thiab qhov kev thov maj mam poob qis, thiab tus nqi yuav poob qis.Nws yog ib nqi sau cia hais tias thaum lub sij hawm lub centralized txij nkawm ntawm lub styrene ntaus ntawv, tej zaum yuav muaj ib tug nthwv dej ntawm kev lag luam nce, tab sis qhov nce yog txwv.
Tsis tas li ntawd, lwm qhov tseem ceeb uas cuam tshuam qhov kev hloov pauv ntawm kev ua lag luam styrene xyoo no yog qhov kev tiv thaiv-dumping yuav xaus.Thaum Lub Rau Hli 22, 2018, Ministry of Commerce tau tshaj tawm qhov kev txiav txim zaum kawg ntawm kev tshawb fawb los tiv thaiv kev lag luam ib txwm nyob rau South Kauslim, Taiwan thiab Tebchaws Meskas.Tom qab qhov kawg ntawm kev tiv thaiv dumping nyob rau lub Rau Hli xyoo no, Tuam Tshoj, raws li cov neeg siv khoom loj tshaj plaws hauv lub ntiaj teb styrene, yuav nyiam cov neeg tsim khoom thoob ntiaj teb styrene.Txawm hais tias lub peev xwm tsim tawm tshiab ntawm cov styrene hauv tsev tau raug tso tawm tas li thiab kev lag luam ntshuam txuas ntxiv txo qis, cov khoom siv yuav txuas ntxiv mus, thiab txoj hauv kev tshiab arbitrage yuav maj mam tsim, lossis nws yuav ua rau muaj kev kub ntxhov rau hauv kev lag luam hauv ib lub sijhawm. .
Qhov nyiaj tau los tseem nqaim
Nyob rau hauv 2022, tshwj tsis yog rau kev lag luam ingenuylene nyob rau hauv peb lub hlis twg, qhov seem ntawm lub sij hawm yog nyob rau hauv ib tug poob ntawm poob.Qhov theoretical poob mus txog 1,000 yuan (tuj nqe, tib yam hauv qab no), nrog rau qhov nruab nrab ntawm 379 yuan hauv ib xyoos.
Han Xiaoxiao, tus kws tshuaj ntsuam ntawm Longzhong Cov Ntaub Ntawv, ntseeg tias ntxiv rau qhov tseem ceeb ntawm kev tso tawm tshiab muaj peev xwm, lwm qhov tseem ceeb yog tus nqi siab txuas ntxiv mus.Ntshiab benzene yog ib qho ntawm cov khoom siv tseem ceeb ntawm styrene, thiab nws cov nqi hloov pauv yog qhov tseem ceeb rau cov qauv ntawm styrene.
Nyob rau hauv thawj ib nrab ntawm 2022, tus nqi ntawm cov ntshiab benzene tau nce siab vim yog cov khoom siv nruj thiab cov ntaub ntawv siab sab nraud, thiab qeeb qeeb hauv ib nrab ntawm lub xyoo vim tias qhov chaw nres nkoj tsis zoo thiab qhov chaw nres nkoj cov khoom khaws cia, nrog rau cov nqi nruab nrab txhua xyoo nce. 9,000 yuan.
Hauv ob xyoos dhau los, tus nqi sib txawv ntawm cov ntshiab benzene thiab styrene tau nqaim heev.Hauv xyoo dhau los, tus nqi sib txawv ntawm cov ntshiab benzene thiab styrene tau khaws cia hauv 2000 ~ 2500 yuan, nqaim mus rau 1000 ~ 1500 yuan hauv ob xyoos dhau los, thiab qee zaum tsuas yog 200 ~ 500 yuan.Xyoo 2022, styrene kev lag luam saw nrog cov khoom lag luam zoo rau cov khoom siv raw khoom kawg benzene.
Nyob rau hauv 2023, tus nqi ntawm ntshiab benzene nyob rau hauv thawj ib nrab ntawm lub xyoo los yog siab poob siab, lub thib ob ib nrab ntawm lub xyoo los yog siab poob siab.Muaj ntau downstream kev lag luam ntawm ntshiab benzene.Los ntawm qhov pom ntawm kev siv feem ntau, styrene tseem yog cov khoom lag luam loj tshaj plaws ntawm kev siv benzene, suav txog li 47%.Nyob rau tib lub sijhawm, xyoo no lub peev xwm styrene txuas ntxiv nthuav dav sai, kev thov rau cov ntshiab benzene tseem nce channel.Nyob rau hauv "ob chav carbon" keeb kwm yav dhau, vim yog coking kev lag luam kev khiav hauj lwm tus nqi yog tsis txaus, superimposed raw khoom muab synchronization txwv, yuav tsum xyoo no tus nqi ntawm cov ntshiab benzene yuav tsum muaj ib tug high finishing teeb meem.
Nyob rau hauv tus nqi siab ntxiv rau tuav, downstream styrene kev lag luam kev tsim khoom thiab kev lag luam tseem tab tom ntsib ntau dua, qhov nyiaj tau los yog yuav txuas ntxiv mus ntxiv.
Kev tsis sib haum xeeb ntawm cov khoom siv thiab kev xav tau yog qhov tsis tsim nyog
Polystyeyrene (PS), Cov plaub hau Polystyeyrene (EPS), Acryl -butadiene -Tartylene Tag Nrho Cov Poin (ABS) yog peb qhov dej ntws loj ntawm cov styrene, suav txog ze li ntawm 70 tag nrho cov styrene %.Cov neeg sab hauv ntseeg hais tias tag nrho cov peev txheej tsim tau ntawm peb lub ntsiab lus qis qis hauv xyoo no yog tsawg.Raws li kev cia siab ntawm kev txhim kho sab hauv, yog tias cov dej ntws hauv qab tau zoo siab txog qhov kev siv cov khoom siv tiag tiag, qhov kev loj hlob tiag tiag ntawm ABS, PS, thiab EPS yuav tsum yog 12%, 6%, thiab 3%, uas yog txo qis tshaj qhov kev loj hlob ntawm 17% ntawm styrene.Qhov no kuj txhais tau hais tias qhov tsis sib haum xeeb ntawm cov khoom siv thiab kev thov ntawm styrene tseem nyuaj rau kev txo qis.
Nyob rau hauv 2023, cov khoom ntawm styrene yog maj mam saturated.Txawm hais tias qhov kev thov yuav tsum tau nce ntxiv, qhov kev loj hlob yog tsawg dua qhov kev loj hlob ntawm styrene, thiab kev xa tawm yuav txuas ntxiv los ua ib qho tseem ceeb hauv kev txo qis ntawm kev tsim khoom thiab kev muag khoom kom txo qis kev tsim khoom thiab kev muag khoom.Nyob rau hauv cov nqe lus ntawm imports, nrog rau kev tshem tawm ntawm lub anti-dumping lub luag hauj lwm ntawm styrene, Tuam Tshoj thiab South Kauslim tariffs yuav poob ntau.Nws cia siab tias tag nrho cov khoom ntim ntawm styrene nyob rau hauv ib nrab ntawm lub xyoo yuav nce me ntsis.Txawm li cas los xij, qhov nce ntawm styrene ntshuam yuav tsis loj heev vim qhov nce ntawm kev sib tw muaj peev xwm ntawm RMB.
Post lub sij hawm: Feb-16-2023