Txij li thaum Lub Ob Hlis, kev lag luam hauv tsev ntawm diphenyl methane diisocyanate (MDI) kev lag luam txo Yin poob qis, tab sis cov nqi khoom siv raw nce ntau thiab tsawg dua, xws li Lub Ob Hlis 20 hauv thaj av Shandong aniline nce 1000 yuan (tuj nqi, tib yam hauv qab no). "Tus nqi kawg txhawb nqa muaj zog overlay downstream thov maj mam rov qab los, lossis yuav tsav tsheb tag nrho MDI kev lag luam tawm ntawm qhov xwm txheej stalemate, qhib kev lag luam." Muaj ntau tus neeg hauv kev lag luam tau ua qhov kev tshawb fawb thiab kev txiav txim siab saum toj no.
Kev txhawb nqa tus nqi muaj zog
Cov khoom siv raw aniline suav txog 75% ntawm MDI tus nqi. Tsis ntev los no, tus nqi ntawm aniline nce siab, thiab MDI qhov kev txhawb nqa tus nqi tau muaj zog.
Txog rau lub Ob Hlis 21, tus nqi lag luam ntawm North China aniline yog 12,200 yuan, nce 1950 yuan piv rau lub Ib Hlis 28, nce 19.12%; Txij lub Ob Hlis 17, nce 1200 yuan, lossis 10.96%.
"Kev nce siab ntawm kev lag luam aniline feem ntau yog vim muaj kev nce ntxiv ntawm cov xaj nruab nrab thiab qis. Qhov kev thov rau aniline nce ntxiv, thiab ntau lub chaw tsim khoom yuav raug kaw rau kev saib xyuas, kev ntseeg siab ntawm kev ua lag luam nce ntxiv, cov chaw tsim khoom sai sai tshem tawm cov khoom lag luam, thiab tus nqi ntawm aniline nce siab heev." Shandong Kenli Petrochemical Group tus thawj coj engineer Wang Quanping tau hais.
Tam sim no, Nanhua tau tso tseg 100,000 tons / xyoo aniline ntaus ntawv; Chongqing BASF 300,000 tons / xyoo installation phiaj xwm nres tsheb, xav tias yuav kav ntev li 1 lub hlis; Ningbo Wanhua 720,000 tons / xyoo ntaus ntawv 50% load ua haujlwm.
Los ntawm qhov pom ntawm aniline upstream, kev lag luam benzene ntshiab hauv tebchaws muaj zog heev. Sab Hnub Tuaj Tuam Tshoj downstream kev siv cov lus txib xa khoom, cov khoom muag hauv chaw nres nkoj txo qis me ntsis. Tebchaws Meskas kev lag luam benzene ntshiab nce siab, tus nqi sab nraud nce siab, tus nqi hauv tebchaws ntawm benzene ntshiab "concave", tus tuav ntawm tav su bullish ntau dua.
"Ua ntej tus nqi aniline tsis nce, qhov nruab nrab ntawm cov txiaj ntsig ntawm lub Hoobkas polymerization MDI hauv tsev yog li 3273 yuan. Kev nce ntxiv ntawm cov khoom siv raw yuav ua rau qhov chaw muaj txiaj ntsig ntawm polymerization MDI nruj dua, ua rau cov tuam txhab tsim khoom txaus siab rau tus nqi." Wang Quanping tau hais tias nyob rau hauv kev ua lag luam yav tav su, kev muab khoom ntawm aniline tau txo qis, thiab cov khoom muag yuav poob qis dua. Nws xav tias tus nqi ntawm aniline yuav txuas ntxiv nce ntxiv rau lub sijhawm luv luv, tsim kev txhawb nqa rau kev ua lag luam polymerized MDI hauv kev ntsib tus nqi.
Xav tau kev kho kom zoo dua qub
Raws li kev lag luam polymeric MDI downstream polyether tau maj mam zoo dua tsis ntev los no. Tsav los ntawm propylene oxide ua cov khoom siv raw, kev lag luam polyether qhib hom rub-up. Yuav luag 1 lub hlis, tus nqi polyether nce tsawg dua, qhov chaw ntawm lub ntiajteb txawj nqus, Lub Caij Nplooj Ntoos Hlav tau nce 800 yuan.
Los ntawm sab kev muab khoom, cov khoom thauj polyether txaus, tab sis qhov chaw xa khoom tseem ceeb kom khaws cia lub xeev nruj. Cov chaw tsim khoom loj hauv sab qaum teb thiab sab qab teb txaus siab txhawb nqa kev ua lag luam, thiab feem ntau ntawm qhov chaw ua haujlwm ntawm cov nroj tsuag polyether tseem txwv los ntawm propylene oxide. Tsis tas li ntawd, cov chaw tsim khoom muaj qee yam khoom muag, thiab tom qab Lub Caij Nplooj Ntoos Hlav, kev ua lag luam propylene oxide nyob rau hauv qhov kev poob siab nce siab, thiab tus nqi khoom muag ntawm cov khoom tiav tsis qis. Nws tau kwv yees tias kev txaus siab xa khoom siab yog qhov tseem ceeb hauv lub sijhawm ze.
"Tsis ntev los no, kev xa khoom tuaj yuav tsum tau ntxiv, tab sis qhov ntau ntawm cov polyether npuas mos mos tsawg dua, lub Hoobkas hauv tsev tseem ceeb lo rau tus cwj pwm ntawm lub nroog." Shandong Institute of industry thiab information Technology professors-level senior engineer Pan Jinsong tau hais.
Los ntawm qhov kev xav tau, qhov kev txiav txim ntawm cov xaj khoom lag luam sab hauv qab yog qhov ruaj khov, thiab kev siv cov khoom siv raw rau cov lag luam tsim khoom yuav muaj nyob rau lub Peb Hlis. Thaum lub Peb Hlis, yuav muaj kev nthuav qhia rooj tog, lossis nws yuav coj cov txiaj ntsig zoo rau kev ua lag luam khoom siv raw. Qhov kev txiav txim ntawm cov lag luam xa khoom xa tawm feem ntau yog. Nws yog Amazon Member Month hauv lub Xya Hli. Nws xav tias nws yuav muaj lub luag haujlwm tseem ceeb hauv kev lag luam xa khoom xa tawm tom qab lub Plaub Hlis.
Los ntawm qhov kev xav ntawm cov ntaub ntawv raw, qhov kho kom zoo nkauj tshiab ntxiv ntawm cov oxide ntawm oxide thaum kawg Lub Ob Hlis tsuas yog satellite petrochemical, thiab qhov kev cia siab ntawm Ida ntaus ntawv lossis rov pib dua ntawm kev pib dua. Cov khoom siv seem tsis muaj qhov nce ntxiv tseem ceeb hauv tam sim no. Nrog rau qhov chaw nres tsheb ntawm thawj theem ntawm Zhenhai Refining thiab Chemical, kev muab khoom lag luam tsis siab, thiab kev txhawb nqa tus nqi yog superimposed. Nws xav tias cov nqi ntawm oxide propyne yog proneous nce thiab nyuaj rau poob, thiab nws tseem txhawb nqa kev lag luam polyether.
Feem ntau, muaj cov cim qhia txog qhov kev thov kawg, uas yuav tsav lub lag luam MDI tag nrho kom nce siab.
Kev xav tias yuav txo qis ntawm kev muab khoom
Tam sim no, qhov kev poob qis ntawm kev lag luam MDI hauv tebchaws tau qeeb qeeb, thiab tus nqi muab feem ntau yog 15,500 ~ 15,800 yuan, thiab tus nqi muab ntawm cov khoom xa tuaj (MR200, M200) yog 15,300 ~ 15,600 yuan.
"Tam sim no, tus nqi ntawm kev sib sau ua ke MDI tseem nyob rau theem qis hauv yuav luag peb xyoos. Nyob rau hauv qhov kev cia siab ntawm kev tiv thaiv thiab tswj kev sib kis kab mob thiab kev rov qab los ntawm kev lag luam, kev lag luam MDI sib sau ua ke maj mam nce mus rau theem. Cov neeg muab khoom pauv lub sijhawm rau qhov chaw thiab maj mam thawb mus rau hauv kev tswj hwm kev ua lag luam raws li qhov ceev ntawm kev siv khoom ntawm qhov kawg ntawm kev thov." Pan Jinsong hais.
Los ntawm sab kev muab khoom, kev muab khoom tsawg, cov khoom MDI sib sau ua ke tseem siab, tus cwj pwm ua lag luam ceev faj. Nrog kev saib xyuas cov neeg muab khoom thiab kev xa khoom qeeb, qhov kev txiav txim siab thov tau ntau dua, huab cua yuav khoom kub dua, thiab qhov chaw ntawm lub ntiajteb txawj nqus ntawm kev sib sau ua ke MDI teb txav mus rau saum toj.
Hais txog cov khoom siv, cov khoom siv MDI 400,000 tons / xyoo hauv Chongqing tau nkag mus rau hauv lub xeev txij nkawm rau lub Ob Hlis 5, uas xav tias yuav kav ntev txog nruab nrab Lub Peb Hlis. Ningbo 800,000 tons / xyoo cov khoom siv yuav raug nres rau kev txij nkawm txij li Lub Ob Hlis 13th, kav ntev li 30 hnub. Kev tsim khoom MDI tag nrho yuav tsum yog li 152,000 tons hauv Lub Ob Hlis, poob 23,300 tons ntawm lub hli dhau los.
Hauv kev xaus lus, kev txhawb nqa tus nqi muaj zog ntawm cov MDI sib sau ua ke, qhov kev cia siab tias yuav txo qis ntawm kev muab khoom hauv khw, thiab kev rov qab los ntawm kev thov qis dua, peb lub zog ua ke yuav pab tau MDI kev lag luam tshem tawm ntawm qhov tsis zoo thiab tawm ntawm nthwv dej ntawm kev nce siab.
Lub sijhawm tshaj tawm: Lub Peb Hlis-06-2023