Txij li xyoo no, nrog rau kev tso tawm tas mus li ntawm lub peev xwm tsim khoom, acrylite -butadiene -lyerene cluster (ABS) kev ua lag luam tau qeeb, thiab tus nqi tab tom yuav luag 10,000 yuan (ton nqe, tib yam hauv qab no). Tus nqi qis, kev poob qis hauv kev ua haujlwm, thiab cov nyiaj tau los me me tau dhau los ua qhov piv txwv ntawm kev ua lag luam tam sim no. Hauv peb lub hlis thib ob, qhov kev nrawm ntawm kev tso tawm lub peev xwm ua lag luam ABS tsis tau nres. Lub "sab hauv dov" nyuaj rau txo qis. Kev ua tsov rog nqi lossis txuas ntxiv mus, thiab qhov kev pheej hmoo ntawm kev tawg los ntawm ntau txhiab qhov kev pheej hmoo tau nce ntxiv.
Kev nce ntxiv ntawm lub peev xwm tsim khoom
Nyob rau hauv thawj peb lub hlis twg ntawm xyoo 2023, cov khoom siv hauv tsev tau muab tso rau hauv kev tsim khoom, thiab cov zis ntawm ABS tau nce ntau heev. Raws li cov ntaub ntawv txheeb cais ntawm JinLianchuang, nyob rau hauv thawj peb lub hlis twg ntawm xyoo 2023, Tuam Tshoj cov khoom tsim tawm ntawm ABS tau txog 1,281,600 tons, nce ntawm 44,800 tons los ntawm lub quarter dhau los thiab 90,200 tons txhua xyoo.
Qhov kev tso tawm ntawm lub peev xwm tsim khoom tau ua rau muaj kev nyuaj siab rau kev ua lag luam. Txawm hais tias tus nqi ABS tsis poob qis heev, tag nrho kev ua lag luam tseem pheej poob qis, thiab qhov sib txawv ntawm tus nqi tau txog li 1000 yuan. Tam sim no, tus nqi ntawm tus qauv 0215A yog 10,400 yuan.
Cov neeg ua haujlwm hauv kev lag luam tau hais tias qhov laj thawj uas tus nqi lag luam ABS tsis "poob qis", ib qho tseem ceeb yog tus nqi tsim khoom ntawm ABS thiab tus nqi siab ntawm cov tub luam tuav cov khoom, superimposed Zhejiang Petrochemical, Jihua Jieyang cov khoom tsim nyog txwv ib ntus, ua rau tus nqi lag luam nyob ntawm qib qis.
Rau lub quarter thib ob, Zheng Xin thiab lwm tus neeg ua lag luam ntseeg tias cov khoom siv tshiab ntawm Shandong Haijiang 200,000 tons / xyoo, Gaoqiao Petrochemical 225,000 tons / xyoo thiab Daqing Petrochemical 100,000 tons / xyoo yuav raug muab tso rau hauv kev tsim khoom. Tsis tas li ntawd, qhov hnyav ntawm cov khoom siv ntawm Zhejiang Petrochemical thiab Jihua Jieyang yuav txuas ntxiv mus nce, thiab kev muab khoom hauv tsev ntawm ABS yuav txuas ntxiv mus nce, yog li kev lag luam ABS yuav qhia txog kev poob qis ntawm kev kub ntxhov. Tsis txhob txiav txim siab qhov qis kawg xav tau tus nqi qis dua qhov ua tau tag nrho ntawm kaum txhiab yuan.
Txo cov nyiaj tau los
Nrog rau kev tso tawm ntawm lub peev xwm tsim khoom tshiab, cov nqi lag luam ABS tseem qis, tsis hais nyob rau hauv kev lag luam East China lossis South China. Txhawm rau kom tau txais feem ntawm kev lag luam, kev ua tsov rog ntawm "ntim sab hauv" ntawm ABS tau nce ntxiv thiab cov nyiaj tau los tau poob qis.
Tus kws tshuaj ntsuam Chu Caiping tau qhia, los ntawm cov ntaub ntawv ntawm thawj peb lub hlis twg, ABS petrochemical cov lag luam theoretical nruab nrab cov nyiaj tau los ntawm 566 yuan, poob 685 yuan los ntawm lub quarter dhau los, poob 2359 yuan xyoo-rau-xyoo, cov nyiaj tau poob qis heev, qee qhov kev cia siab qis hauv kev xav hauv qhov xwm txheej poob.
Thaum lub Plaub Hlis, cov khoom siv ABS styrene tau nce thiab poob qis, butadiene, acrylonitrile nqi tau nce, ua rau ABS tsim nqi nce, thiab cov nyiaj tau los poob qis. Txog rau tam sim no, ABS qhov nruab nrab theoretical profit yog li 192 yuan, ze rau kab nqi.
Los ntawm qhov kev xav ntawm kev ua lag luam, cov nqi roj av nyoos muaj chaw rau qhov tsis muaj zog, thiab tag nrho cov macro tsis muaj zog. Kev ua tau zoo ntawm cov tshuaj tsw qab thoob ntiaj teb tseem ruaj khov, thiab nws muaj kev txhawb nqa me ntsis rau tus nqi ntawm cov khoom siv ABS raw. Tam sim no, cov khoom muag hauv qab tsis qis, qhov kev sib sau ua ke ntawm cov khoom lag luam tsis siab, thiab kev ua lag luam qhov chaw nyuaj rau ua haujlwm. Yog li ntawd, nws xav tias kev ua lag luam tag nrho yog qhov poob siab nqaim.
Wang Chunming tau qhia tias kev txhawb nqa tus nqi luv luv ntawm lwm cov khoom siv raw ntawm ABS raw khoom, thiab muaj kev thov kom rov ua dua tshiab hauv qab, lossis nws yuav txhawb nqa kev lag luam siab. Nws xav tias kev lag luam butadiene hauv tsev luv luv nyuaj rau nrhiav cov peev txheej qis, thiab kev lag luam tseem pheej yig.
"Tus nqi lag luam ntawm acrylite tej zaum yuav yog qhov kev tshawb nrhiav me ntsis. Txoj kev npaj txij nkawm lossis tsaws ntawm Lihua Yi lub cuab yeej, thiab cov khoom siv hauv zos txo qis lossis txhawb nqa kev ua lag luam rau kev rov qab me me hauv kev ua lag luam. Tseem tsis muaj kev txaus siab txaus, thiab qhov chaw nce siab ntawm kev ua lag luam yog tsawg heev. "Wang Chunming ntseeg tias feem ntau, tus nqi ruaj khov, thiab kev ua lag luam ABS yuav txuas ntxiv mus rau kev muab khoom thiab kev thov. Yog li ntawd, qhov xwm txheej ntawm cov nyiaj tau los hauv kev ua lag luam nyuaj rau txhim kho.
Lub caij nyoog siab tshaj plaws ntawm kev thov tau dhau mus lawm
Txawm hais tias qhov kev thov tau nce ntxiv hauv peb lub hlis thawj zaug, qhov kev tso tawm tas mus li ntawm ABS muaj peev xwm ua rau muaj kev tsis sib haum xeeb ntawm kev muab khoom thiab kev thov, ua rau lub caij siab tshaj plaws tsis muaj zog.
Hauv thawj peb lub hlis twg, cov khoom siv cua txias thiab tub yees hauv qab ABS tau nce 10% ~ 14%, thiab cov tshuab ntxhua khaub ncaws tau nce 2%. Qhov kev thov tag nrho tau nce me ntsis. Txawm li cas los xij, xyoo no muaj ntau lub ABS tshiab tau muab tso rau hauv kev tsim khoom, uas ua rau qhov cuam tshuam zoo no ploj mus. "Wang Chunming piav qhia.
Los ntawm qhov kev xav loj heev, cov nqi roj thoob ntiaj teb yog qhov xav tsis thoob, thiab kev txhawb nqa tus nqi ntawm cov tshuaj lom neeg yuav tsis raug txo qis. Kev muab khoom thiab kev thov hauv tebchaws tau pom tias maj mam rov qab los, tab sis qhov sib txawv ntawm cov qauv tsis tau raug tshem tawm tag nrho, thiab kev rov qab los ntawm kev siv ntau yam ntawm sab kev thov tseem tsis muaj zog dua li kev muab khoom.
Ntxiv mus, Gree, Haier, Hisense thiab lwm lub tuam txhab hauv lub Plaub Hlis tsawg dua li lub Peb Hlis; ABS muab khoom tseem ntau dua li qhov xav tau. Lub Tsib Hlis thiab Lub Rau Hli yog lub caij yuav khoom ib txwm muaj ntawm cov chaw tsim khoom siv hauv tsev, thiab qhov xav tau tiag tiag yog qhov nruab nrab. Raws li qhov kev cia siab ntawm kev thov, tus nqi ntawm kev ua lag luam ABS hauv lub sijhawm tom qab tseem tsis muaj zog.
Lub sijhawm tshaj tawm: Tsib Hlis-11-2023