Txij li Lub Ob Hlis, cov khoom siv hluav taws xob hauv tsev ntawm diphenyl methane diisocyanate (MDI) kev lag luam txiav tawm Yin down, tab sis cov khoom siv raw khoom tau nce ntau thiab tsawg, xws li Lub Ob Hlis 20 hauv Shandong cheeb tsam aniline tau nce 1000 yuan (tuj nqe, tib yam hauv qab no)."Tus nqi kawg kev txhawb nqa muaj zog overlay downstream thov maj mam rov qab los, lossis yuav ua rau tag nrho MDI kev lag luam tawm ntawm qhov xwm txheej tsis zoo, qhib kev lag luam."Ntau tus neeg hauv kev lag luam tau ua qhov kev tshawb fawb saum toj no thiab kev txiav txim siab.
Kev them nyiaj yug muaj zog
Raw khoom aniline account rau 75% ntawm MDI tus nqi.Tsis ntev los no, tus nqi ntawm aniline yog nce, thiab MDI tus nqi txhawb zog ntxiv.
Txog rau Lub Ob Hlis 21, tus nqi lag luam ntawm North China aniline yog 12,200 yuan, nce 1950 yuan piv nrog rau Lub Ib Hlis 28, nce 19.12%;Los ntawm Lub Ob Hlis 17, nce 1200 yuan, lossis 10.96%.
"Kev nce siab hauv kev lag luam aniline feem ntau yog tshwm sim los ntawm kev nce ntawm nruab nrab thiab qis qis.Qhov kev thov rau aniline tau nce ntxiv, thiab ntau lub tsev tsim khoom yuav raug kaw rau kev saib xyuas, kev lag luam kev ntseeg siab tau txhawb nqa, cov tuam txhab tsim khoom sai sai, thiab tus nqi ntawm aniline tau nce siab. "Shandong Kenli Petrochemical Group tus thawj engineer Wang Quanping tsom xam hais tias.
Tam sim no, Nanhua tau tso tseg 100,000 tons / xyoo aniline ntaus ntawv;Chongqing BASF 300,000 tons / xyoo kev npaj chaw nres tsheb, xav kom dhau 1 lub hlis;Ningbo Wanhua 720,000 tons / xyoo ntaus ntawv 50% kev ua haujlwm thauj khoom.
Los ntawm aniline upstream point of view, lub domestic ntshiab benzene ua lag luam muaj zog poob siab.East Tuam Tshoj downstream nquag siv ntawm kev xa khoom xaj, chaw nres nkoj cov khoom lag luam poob me ntsis.Tebchaws Asmeskas kev lag luam ntshiab benzene tau nce, tus nqi sab nraud tau nce, tus nqi hauv tsev ntawm cov ntshiab benzene "concave", tus tuav ntawm ntau bullish yav tav su.
"Ua ntej tus nqi aniline tsis nce, qhov nyiaj nruab nrab ntawm cov khoom siv hluav taws xob hauv tsev MDI yog kwv yees li 3273 yuan.Kev nce siab hauv cov ntaub ntawv raw yuav inevitably compress qhov nyiaj tau los ntawm polymerization MDI, txhim khu kev txaus siab ntawm cov tuam txhab rau tus nqi. "Wang Quanping tau hais tias nyob rau yav tav su kev ua lag luam, cov khoom siv ntawm aniline tau txo qis, thiab cov khoom muag yuav poob mus rau theem qis.Nws cia siab tias tus nqi ntawm aniline yuav nce ntxiv rau lub sijhawm luv luv, tsim kev txhawb nqa rau lub lag luam polymerized MDI nyob rau hauv lub ntsej muag ntawm tus nqi.
Xav tau kev kho stepwise
Raws li polymeric MDI downstream polyether kev lag luam tau maj mam txhim kho tsis ntev los no.Tsav los ntawm propylene oxide raws li cov khoom siv raw, cov lag luam polyether qhib hom rub tawm.Ze li ntawm 1 lub hlis, tus nqi polyether tau nce tsawg, qhov chaw ntawm lub ntiajteb txawj nqus, lub caij nplooj ntoos hlav Festival tau nce 800 yuan.
Los ntawm cov khoom muag, polyether cargo yog txaus, tab sis lub ntsiab ntshuam ntawm cov khoom kom nruj lub xeev.Cov chaw tsim khoom loj nyob rau sab qaum teb thiab sab qab teb txaus siab los txhawb kev lag luam, thiab feem ntau ntawm cov chaw ua haujlwm ntawm cov nroj tsuag polyether tseem txwv los ntawm propylene oxide.Tsis tas li ntawd, cov tuam ntxhab muaj qee cov khoom muag, thiab tom qab lub caij nplooj ntoos hlav Festival, propylene oxide kev ua lag luam nyob rau hauv ib qho kev poob siab, thiab cov khoom muag cov nqi ntawm cov khoom tiav tsis tsawg.Nws tau kwv yees tias kev xa khoom siab txaus siab yog qhov tseem ceeb nyob rau yav tom ntej.
"Tsis ntev los no, kev ntshuam ntawm cov khoom yuav tsum tau ntxiv, tab sis tus nqi ntawm cov npuas npuas polyether yog tsawg, lub hauv paus tseem ceeb ntawm lub Hoobkas ua raws li tus cwj pwm ntawm lub nroog."Shandong lub koom haum ntawm kev lag luam thiab cov ntaub ntawv Technology professors-theem senior engineer Pan Jinsong tau hais.
Los ntawm qhov kev xav ntawm kev xav tau, qhov kev txiav txim ntawm downstream sab hauv kev lag luam daim txhuam cev xaj yog qhov ruaj khov, thiab kev noj cov khoom siv tseem ceeb rau cov tuam txhab tsim khoom yuav muaj nyob rau lub Peb Hlis.Nyob rau lub Peb Hlis, lub rooj sib tham rooj tog yuav muaj, lossis nws yuav coj cov txiaj ntsig zoo rau kev lag luam raw khoom.Qhov kev txiav txim ntawm export sponge lag luam yog feem ntau.Nws yog Amazon Tus Tswv Cuab Lub Hlis hauv Lub Xya Hli.Nws cia siab tias nws yuav muaj lub luag haujlwm tseem ceeb hauv kev xa tawm - hom sponge cov lag luam tom qab lub Plaub Hlis.
Los ntawm qhov kev xav ntawm cov khoom siv raw, qhov kev kho kom zoo nkauj tshiab ntawm cov oxide ntawm oxide nyob rau lub Ob Hlis lig tsuas yog satellite petrochemical, thiab qhov kev cia siab ntawm cov cuab yeej Ida lossis rov pib dua.Cov khoom siv uas tseem tshuav tsis muaj qhov nce ntxiv hauv qhov tam sim no.Nrog rau qhov chaw nres tsheb ntawm thawj theem ntawm Zhenhai Refining thiab Tshuaj, cov khoom lag luam tsis siab, thiab cov nqi txhawb nqa yog superimposed.Nws cia siab tias tus nqi ntawm oxide propyne yog nquag nce thiab nyuaj rau poob, thiab nws tseem txhawb kev lag luam polyether.
Ntawm qhov tod tes, muaj cov cim qhia txog qhov kawg thov, uas yuav ua rau cov khoom lag luam MDI nce siab.
Cia siab tias shrinkage ntawm cov khoom siv
Tam sim no, kev poob qis ntawm kev lag luam hauv tsev MDI tau qeeb, thiab tus nqi muab feem ntau yog 15,500 ~ 15,800 yuan, thiab tus nqi ntawm cov khoom tuaj txawv teb chaws (MR200, M200) yog 15,300 ~ 15,600 yuan.
"Tam sim no, tus nqi ntawm kev sib sau MDI tseem nyob rau theem qis hauv ze li peb xyoos.Raws li kev cia siab ntawm kev txhim kho kev tiv thaiv kab mob sib kis thiab tswj cov cai thiab tseem tos kev lag luam rov qab, kev lag luam sib koom MDI maj mam nce hauv theem.Cov neeg muag khoom sib pauv lub sijhawm rau qhov chaw thiab maj mam thawb los ntawm kev tswj hwm kev lag luam raws li qhov nrawm ntawm kev noj ntawm qhov kev thov kawg. "Pan Jinsong hais.
Los ntawm cov khoom siv sab nraud, cov khoom siv yog txwv, sib sau ua ke MDI cov khoom tseem nyob siab, kev ua lag luam tus cwj pwm yog ceev faj.Nrog kev saib xyuas ntawm cov neeg muag khoom thiab xa khoom qeeb, qhov kev thov kev txiav txim siab ntau dua, kev yuav khoom cua sov, thiab qhov nruab nrab ntawm lub ntiajteb txawj nqus ntawm kev sib sau ua ke MDI teb yog nce.
Hais txog cov cuab yeej siv, 400,000 tons / xyoo MDI cov cuab yeej hauv Chongqing tau nkag mus rau lub xeev kev saib xyuas thaum Lub Ob Hlis 5, uas xav tias yuav kav mus txog thaum nruab nrab Lub Peb Hlis.Ningbo 800,000 tons / xyoo cov cuab yeej yuav raug tso tseg rau kev saib xyuas txij Lub Ob Hlis 13th, kav ntev li 30 hnub.Tag Nrho MDI ntau lawm yuav tsum muaj txog 152,000 tons hauv Lub Ob Hlis, nqis 23,300 tons ntawm lub hli dhau los.
Hauv cov ntsiab lus, kev txhawb nqa muaj zog ntawm MDI sib sau ua ke, qhov kev cia siab ntawm kev lag luam shrinkage, thiab maj mam rov qab los ntawm cov kev xav tau qis qis, peb qhov kev sib koom ua ke tuaj yeem pab MDI kev lag luam kom tshem tawm ntawm qhov dull thiab tawm ntawm nthwv dej ntawm uptrend.
Post lub sij hawm: Mar-06-2023