Txij li thaum xyoo no, nrog kev tso tawm tas li ntawm cov peev txheej tsim tawm, cov khoom lag luam acrylic -butadiene -lyerene pawg (ABS) tau poob qis, thiab tus nqi nce mus txog 10,000 yuan (tus nqi tuj, tib yam hauv qab no).Tus nqi qis, poob qis hauv kev khiav hauj lwm tus nqi, thiab cov txiaj ntsig nyias tau dhau los ua qhov kev ua lag luam tam sim no.Nyob rau hauv lub quarter thib ob, lub zog ntawm ABS kev ua lag luam muaj peev xwm tso tawm tsis nres.Lub "sab hauv yob" yog ib qho nyuaj rau alleviate.Tus nqi ua tsov rog los yog txuas ntxiv, thiab kev pheej hmoo ntawm kev tawg ntawm ntau txhiab qhov kev pheej hmoo nce ntxiv.
Kev nce ntau hauv cov peev txheej ntau lawm
Hauv thawj peb lub hlis twg ntawm 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 ntxhib ntawm JinLianchuang, hauv thawj peb lub hlis twg ntawm 2023, Tuam Tshoj cov khoom tsim tawm ntawm ABS mus txog 1,281,600 tons, nce 44,800 tons ntawm lub quarter dhau los thiab 90,200 tons xyoo-rau-xyoo.
Kev tso tawm ntawm lub peev xwm ntau lawm ua rau muaj kev kub ntxhov rau kev ua lag luam.Txawm hais tias ABS tus nqi tsis poob qis, tag nrho kev ua lag luam txuas ntxiv tshee, thiab tus nqi sib txawv mus txog 1000 yuan.Tam sim no, tus nqi ntawm tus qauv 0215A yog 10,400 yuan.
Cov neeg sab hauv kev lag luam tau hais tias yog vim li cas vim li cas ABS cov nqi lag luam tsis "poob", qhov tseem ceeb yog cov nqi tsim khoom ntawm ABS thiab tus nqi siab ntawm cov tub lag luam tuav cov khoom, superimposed Zhejiang Petrochemical, Jihua Jieyang cov khoom tsim nyog ib ntus txwv, ua rau cov nqi lag luam hovering. nyob rau theem 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 tsum tau muab tso rau hauv ntau lawm.Tsis tas li ntawd, kev thauj khoom ntawm Zhejiang Petrochemical thiab Jihua Jieyang tuaj yeem nce ntxiv, thiab cov khoom siv hauv tsev ntawm ABS yuav tsum tau nce ntxiv, yog li ABS kev ua lag luam yuav tsum tau qhia txog kev poob qis ntawm kev kub ntxhov.Tsis txhob txiav txim siab tus nqi qis kawg nkaus hauv qab qhov muaj peev xwm ntawm kaum txhiab yuan.
Shrinking profit margin
Nrog rau kev tso tawm cov peev txheej tshiab, ABS kev lag luam tus nqi qis qis, tsis hais nyob rau hauv East China lag luam lossis South Tuam Tshoj kev lag luam.Txhawm rau txhawm rau txeeb kev lag luam, kev ua tsov rog ntawm "sab hauv ntim" ntawm ABS tau hnyav zuj zus thiab cov nyiaj tau los tau poob qis.
Tus kws tshuaj ntsuam Chu Caiping qhia, los ntawm cov ntaub ntawv ntawm thawj peb lub hlis twg, ABS petrochemical kev lag luam theoretical qhov nruab nrab cov nyiaj tau los ntawm 566 yuan, nqis 685 yuan los ntawm lub quarter dhau los, nqis 2359 yuan xyoo-rau-xyoo, cov txiaj ntsig poob qis, qee qhov kev lag luam qis kawg. nyob rau hauv txoj kev xav nyob rau hauv qhov teeb meem poob.
Nyob rau lub Plaub Hlis, ABS raw khoom styrene sawv thiab poob rov qab, butadiene, acrylonitrile nqi tau nce, ua ABS cov nqi ntau lawm, nyiaj poob qis.Txog rau tam sim no, ABS theoretical cov txiaj ntsig nruab nrab yog kwv yees li 192 yuan, ze rau kab nqi.
Los ntawm kev xav ntawm kev ua lag luam, cov nqi roj crude muaj qhov chaw tsis muaj zog, thiab tag nrho cov macro tsis muaj zog.Qhov kev ua tau zoo ntawm cov tshuaj tsw qab thoob ntiaj teb tseem nyob ruaj khov, thiab nws muaj kev txhawb nqa me ntsis rau tus nqi ntawm ABS raw khoom.Tam sim no, cov khoom lag luam qis qis qis qis, qhov superposition ntawm cov khoom lag luam tsis siab, thiab qhov chaw ua lag luam nyuaj ua haujlwm.Yog li ntawd, nws xav tias tag nrho kev ua lag luam kev lag luam feem ntau yog qhov nqaim poob siab.
Wang Chunming tau qhia tias tus nqi luv luv ntawm kev txhawb nqa ntawm lwm cov khoom siv raw ntawm ABS raw cov ntaub ntawv, thiab muaj kev thov kom rov ua dua hauv cov dej ntws qis, lossis nws yuav pab txhawb kev lag luam siab.Nws xav tias lub sij hawm luv luv hauv kev lag luam hauv tsev butadiene nyuaj rau nrhiav qhov chaw qis-nqi, thiab kev ua lag luam tseem nce siab.
"Tus nqi lag luam ntawm cov acrylite tej zaum yuav yog qhov kev tshawb nrhiav me ntsis.Txoj kev npaj tu lossis tsaws ntawm Lihua Yi ntaus ntawv, thiab cov khoom siv hauv zos txo qis lossis txhawb kev lag luam rau me me rebound hauv khw.Tseem tsis tau muaj kev txaus siab txaus, thiab kev ua lag luam qhov chaw nce siab yog tsawg heev."Wang Chunming ntseeg hais tias feem ntau, tus nqi yog ruaj khov, thiab ABS kev ua lag luam yuav txuas ntxiv los ntawm kev muab khoom thiab kev thov.Yog li ntawd, cov nyiaj tau los hauv kev ua lag luam yog qhov nyuaj los txhim kho.
Lub caij xav tau tshaj plaws tau dhau mus
Txawm hais tias qhov kev thov nce ntxiv hauv thawj peb lub hlis twg, qhov kev tso tawm tas li ntawm ABS muaj peev xwm ua rau muaj kev tsis sib haum xeeb ntawm kev xa khoom thiab kev thov, uas ua rau lub caij tsis muaj zog.
Nyob rau hauv thawj peb lub hlis twg, cov zis ntawm cov cua txias thiab cov tub yees nyob rau hauv lub downstream ntawm ABS tau nce 10% ~ 14%, thiab cov tshuab ntxhua khaub ncaws los ntawm 2%.Tag nrho cov davhlau ya nyob twg xav tau nce me ntsis.Txawm li cas los xij, xyoo no ntau chav tshiab ntawm ABS tau muab tso rau hauv kev tsim khoom, uas cuam tshuam qhov cuam tshuam zoo. "Wang Chunming piav qhia.
Los ntawm qhov kev xav macro, cov nqi roj thoob ntiaj teb yog siab-theem shocking, thiab cov nqi them nyiaj ntawm cov tshuaj yuav tsis raug txo.Kev lag luam kev lag luam hauv tsev thiab kev thov tau pom tias muaj kev rov kho dua tshiab, tab sis qhov sib txawv ntawm cov qauv tsis tau raug tshem tawm tag nrho, thiab kev rov qab los ntawm cov khoom loj ntawm cov kev xav tau tseem tsis muaj zog dua li cov khoom siv.
Tsis tas li ntawd, Gree, Haier, Hisense thiab lwm lub tuam txhab hauv lub Plaub Hlis tau tsawg dua lub Peb Hlis;ABS cov khoom tseem tseem ntau dua li qhov xav tau.Lub Tsib Hlis thiab Lub Rau Hli yog qhov kev yuav khoom ib txwm tawm - lub caij ntawm cov khoom siv hauv tsev, thiab qhov kev thov tiag tiag yog qhov nruab nrab.Raws li qhov kev xav tau ntawm kev xav tau, tus nqi sib txawv ntawm ABS kev ua lag luam nyob rau tom qab lub sijhawm tseem tsis muaj zog.
Post lub sij hawm: May-11-2023