E anngoe ke litšenyehelo tse phahameng, tlhokahalo e fokolang le lintlha tse ling, ts'ebetso ea lik'hamphani tse thathamisitsoeng indastering ea polypropylene (PP) likarolong tse tharo tsa pele tsa selemo sena e ne e se tšepo.
Har'a bona, Donghua Energy (002221. SZ), e ikemiselitseng ho ba mohlahisi e moholo ka ho fetisisa oa thepa e ncha ea polypropylene Chaena, e ne e e-na le chelete ea ho sebetsa ea li-yuan tse limilione tse likete tse 22,09 likarolong tse tharo tsa pele, ho fihlela 2.58% selemo le selemo;Phaello e hlahisitsoeng ke beng ba liabo ba k'hamphani e thathamisitsoeng e ne e le li-yuan tse limilione tse 159, e leng phokotso ea selemo le selemo ea 84.48%.Ho feta moo, Shanghai Petrochemical (600688. SH) e ile ea fumana tahlehelo ea phaello e bakoang ke k'hamphani ea motsoali ea li-yuan tse limilione tse likete tse 2.003 likarolong tse tharo tsa pele, tse ileng tsa fetisoa ho tloha ho phaello ho ea ho tahlehelo ka selemo le selemo;Maohua Shihua (000637. SZ) o ile a hlokomela phaello e ngata e hlahisoang ke k'hamphani ea motsoali ea li-yuan tse limilione tse 4.6464, e leng phokotso ea selemo le selemo ea 86.79%.
Ha e le mabaka a ho fokotseha ha phaello ea chelete, Donghua Energy e boletse hore ka lebaka la ho se tsitse ha geopolitical, theko ea thepa e tala e ile ea tsoela pele ho sebetsa ka mokhoa o phahameng, e leng se ileng sa fella ka keketseho e kholo ea litšenyehelo tsa tlhahiso.Ka nako e ts'oanang, lehlakore la tlhokahalo le ile la angoa ke khatello e tlase ea moruo oa lefats'e le COVID-19, mme phaello e ile ea theoha nako le nako.
Phetoho ea phaello
Polypropyleneke resin ea bobeli e kholo ka ho fetesisa ea maiketsetso, e nkang karolo ea 30% ea kakaretso ea tšebeliso ea resin ea maiketsetso.E nkoa e le mofuta o tšepisang ka ho fetisisa har'a li-resin tse hlano tse kholo tsa maiketsetso.Indasteri ea polypropylene e akaretsa libaka tse fapaneng, joalo ka likoloi, lisebelisoa tsa lapeng, lisebelisoa tsa elektroniki, liphutheloana, thepa ea kaho le thepa ea ka tlung.
Hajoale, matla a tlhahiso ea oli e thehiloeng ho polypropylene e etsa hoo e ka bang 60% ea kakaretso ea matla a tlhahiso ea polypropylene.Ho feto-fetoha ha theko ea oli e tala ho na le phello e kholo litšenyehelong tsa polypropylene le mohopolo oa 'maraka.Ho tloha ka 2022, litheko tsa oli tsa machabeng li nyolohetse holimo lilemong tsa morao tjena ka lebaka la lintlha tse ngata.
Likarolong tse tharo tsa pele tsa selemo sena, ka lebaka la litšenyehelo tse phahameng le ho theoha ha 'maraka, phaello ea likhoebo tsa PP e ne e le tlas'a khatello.
Ka la 29 Mphalane, Donghua Energy e ile ea lokolla tlaleho ea eona bakeng sa kotara ea boraro ea 2022, e re chelete ea ts'ebetso ea k'hamphani likarolong tse tharo tsa pele e ne e le li-yuan tse limilione tse likete tse 22.009, ka kholo ea selemo le selemo ea 2.58%;Phaello e hlahisitsoeng ke beng ba liabo ba k'hamphani e thathamisitsoeng e ne e le li-yuan tse limilione tse 159, e leng phokotso ea selemo le selemo ea 84.48%.Ho phaella moo, ka la 27 Mphalane, tlaleho ea kotara ea boraro ea 2022 e lokollotsoeng ke Maohua Shihua e bontšitse hore k'hamphani e fihletse chelete ea ts'ebetso ea li-yuan tse limilione tse likete tse 5.133 likarolong tse tharo tsa pele, keketseho ea selemo le selemo ea 38.73%;Phaello e bakiloeng ke k'hamphani ea motsoali e ne e le li-yuan tse limilione tse 4.6464, e leng phokotso ea selemo le selemo ea 86.79%.Likarolong tse tharo tsa pele tsa selemo sena, Sinopec Shanghai e fihletse chelete ea ts'ebetso ea li-yuan tse limilione tse likete tse 57.779, e leng phokotseho ea selemo le selemo ea 6.60%.Phaello e bakiloeng ke beng ba khamphani e thathamisitsoeng e ne e le li-yuan tse libilione tse 2.003, tse fetotsoeng ho tloha ho phaello ho ea tahlehelong selemo le selemo.
Har'a bona, Donghua Energy e boletse hore likotong tse tharo tsa pele tsa selemo sena, phaello ea kakaretso ea k'hamphani e theohile ka li-yuan tse limilione tse 842, kapa 82.33%, ha e bapisoa le nako e tšoanang selemong se fetileng, haholo hobane: ka lehlakoreng le leng, e anngoe ke COVID. -19, sekhahla sa ts'ebetso ea lifeme tse tlase se ne se sa lekana, 'me tlhokahalo ea li-terminal e ile ea theoha;Ka lehlakoreng le leng, a anngoeng ke boemo ba Ukraine, theko ea thepa e tala e ile ea phahama.
Tlholisano e eketsehang
Hona joale, Donghua Energy e fihletse matla a tlhahiso ea propylene ea lithane tse limilione tse 1.8 / selemo le matla a tlhahiso ea polypropylene a ka bang lithane tse limilione tse 2 / selemo;Ho reriloe ho eketsa lithane tse ling tse limilione tse 4 tsa matla a polypropylene Maoming le libakeng tse ling lilemong tse hlano tse tlang.
Sun Chengcheng, ea tsoang Longzhong Information, o boletse hore ho ea ka pono ea katoloso ea matla a polypropylene, ho atolosoa ha bokhoni ba merero ea ho hloekisa lik'hemik'hale ho tla potlakisa ka mor'a 2019. Ka lebaka la matla a maholo a ho hloekisa merero ea ho kopanya lik'hemik'hale, lihlahisoa tse feletseng tsa ketane ea indasteri, tšusumetso ea 'maraka e potlakileng le ho feta. Kakaretso e pharaletseng, liphetoho tsa mokhoa oa phepelo tse tlisoang ke katoloso li tla ba le tšusumetso e hlakileng haholoanyane 'marakeng oa phepelo ea setso,' me tlholisano ea 'maraka e tla tsoela pele ho matlafala, Indasteri ea lapeng ea polypropylene e tla kena sethaleng sa kopanyo e kholo ea ho pholoha ha ba matla ka ho fetesisa. .
Ke habohlokoa ho hlokomela hore 2022 e ntse e le selemo se seholo bakeng sa katoloso ea tlhahiso ea polypropylene.Linatla tse ngata li kene indastering ea polypropylene, kapa ho eketsa matsete motheong oa indasteri ea pele.Le hoja sekhahla sa kholo se theohile tlas'a tšusumetso ea leano la "dual carbon", ho ka boleloa esale pele hore ts'ebetsong ea sebele ea morero e ntse e phethahala.
Shanghai Petrochemical e boletse hore kotsi ea ho putlama ha moruo oa lefats'e e eketsehile halofong ea bobeli ea selemo, mme kholo ea moruo oa China e lebelletsoe ho ntlafala le ho lula maemong a lekaneng.Ka ho hlaphoheloa ha tlhokahalo, kholo e tsitsitseng le maano a mang, tlhokahalo ea likoloi, thekiso ea matlo, lisebelisoa tsa ntlo le masimo a mang e lebelletsoe ho eketseha.Ho lebelletsoe hore tlhokahalo ea lehae ea lihlahisoa tsa oli e hloekisitsoeng le lik'hemik'hale e tla hlaphoheloa, phetisetso ea theko ea ketane ea indasteri ea petrochemical e tla ba bonolo, 'me mokhoa o akaretsang oa indasteri o tla ba hantle.Empa ka nako e ts'oanang, ka lebaka la ho se kholisehe ho hoholo ha theko ea oli ea machaba le ho lokolloa ho bohareng ba hloekiso ea lehae le bokhoni ba lik'hemik'hale, khatello ea melemo ea khamphani e tla eketseha le ho feta.
Sun Chengcheng o lumela hore halofong ea bobeli ea selemo, lebelo la katoloso ea matla a likhoebo le potlakisitsoe.Ho lebelletsoe hore matla a macha a tla ba lithane tse ka bang limilione tse 4.7, mme matla a tlhahiso a lebelletsoe ho eketseha haholo selemo le selemo.Qetellong ea selemo, kakaretso ea tlhahiso ea polypropylene e tla feta lithane tse limilione tse 40.Ho tloha sebakeng sa li-node tsa tlhahiso, bokhoni bo bocha bo tla lokolloa ka matla karolong ea bone, 'me khōlo e potlakileng ea bokhoni kapa kotsi ea ho feteletseng e tla lebisa tlhōlisanong e matla ea' maraka.
Tlas'a semelo sena, likhoebo tsa polypropylene li lokela ho nts'etsapele joang?Sun Chengcheng o ile a etsa tlhahiso ea hore, pele, ho potlakisa nts'etsopele ea lihlahisoa tse ncha, ho kenya ts'ebetsong leano la ho khetholla, le ho hlahisa lisebelisoa tse khethehileng tse nang le boleng bo phahameng ba ho nkela thepa e tsoang linaheng tse ling sebaka ke eona feela tsela ea ho qoba tlhōlisano ea theko Leoatleng le Lefubelu.Ea bobeli ke ho ntlafatsa sebopeho sa bareki.Bakeng sa barekisi, hoa hlokahala hore butle-butle u ntlafatse sebopeho sa bareki, ho holisa karolo ea thekiso e tobileng, ho netefatsa botsitso ba liteishene tsa thekiso, le ka matla ho nts'etsapele bareki ba feme, haholo bareki ba nang le boemeli ba indasteri kapa tataiso ea nts'etsopele ea indasteri.Sena ha se hloke feela hore barekisi ba be le lihlahisoa tsa boleng bo holimo, empa hape ba hloka ho hlophisa merero ea ho bapatsa le ho ts'ehetsa maano a ho bapatsa a lumellanang ho latela litšobotsi tsa bareki.Sa boraro, dikgwebo di lokela ho etsa mosebetsi o motle ho ntshetsopeleng metjha ya diyantle, ho kgetha mabenkele a mangata, ho fokotsa ho becha, le ho qoba ho hodisa tlhodisano ya ditheko tse tlase.Ntlha ea bone, re lokela ho lula re e-na le kutloelo-bohloko e phahameng ho litlhoko tsa bareki.Haholo-holo ho tloha ha ho qhoma COVID-19, liphetoho tsa tlhokahalo li tlisitse liphetoho tse ngata boitšoarong ba bareki 'marakeng.Likhoebo tsa tlhahiso le lihlopha tsa thekiso li lokela ho lula li na le kutloelo-bohloko ea ho batla liphetoho, ho latela lebelo la 'maraka le ho hlahisa lihlahisoa ka mafolofolo.
Ho se leka-lekane pakeng tsa phepelo le tlhoko
Leha ho le joalo, ho fapana le boemo ba hona joale ba indasteri, cheseho ea lichelete tsa lichelete tsa indasteri bakeng sa merero ea polypropylene e ntse e sa fetohe.
Hona joale, Donghua Energy e fihletse matla a tlhahiso ea propylene ea lithane tse limilione tse 1.8 / selemo le matla a tlhahiso ea polypropylene a ka bang lithane tse limilione tse 2 / selemo;Ho reriloe ho eketsa lithane tse ling tse limilione tse 4 tsa matla a polypropylene Maoming le libakeng tse ling lilemong tse hlano tse tlang.Har'a tsona, 600,000 t/a PDH, 400,000 t/a PP, 200,000 t/a synthetic ammonia le lisebelisoa tse tšehetsang li ntse li hahuoa Maoming Base, e lebelletsoeng ho phethoa le ho kengoa tšebetsong bofelong ba 2022;Sehlopha sa bobeli sa 600000 t/a PDH le lihlopha tse peli tsa tlhahlobo ea matla a 400000 t/a PP le matšoao a tlhahlobo ea tikoloho li fumanoe.
Ho ea ka lipalo-palo tsa Jin Lianchuang, ho tloha ka 2018 ho ea ho 2022, matla a tlhahiso ea polypropylene ea Chaena a bonts'a mokhoa o tsoelang pele oa ho hōla, ka sekhahla sa kholo ea 3.03% ho ea ho 16.78% lilemong tse hlano tsa morao tjena, le karolelano ea selemo le selemo ea kholo ea 10.27%.Sekhahla sa kholo ka 2018 e ne e le 3.03%, e tlase ka ho fetisisa lilemong tse hlano tse fetileng.Selemo se phahameng ka ho fetisisa ke 2020, ka sekhahla sa kholo ea 16.78%.Bokhoni bo bocha selemong seo ke lithane tse limilione tse 4, 'me sekhahla sa kholo lilemong tse ling se feta 10%.Ho tloha ka October 2022, matla a polypropylene Chaena a tla fihla ho lithane tse limilione tse 34.87, 'me matla a macha a polypropylene Chaena e tla ba lithane tse limilione tse 2,8 ka selemo.Ho ntse ho na le bokhoni bo bocha bo lebelletsoeng ho kenngoa tlhahiso qetellong ea selemo.
Sinopec Shanghai e boletse hore halofong ea bobeli ea selemo, kotsi ea ho putlama ha moruo oa lefats'e e ile ea phahama, mme kholo ea moruo oa lehae e lebelletsoe ho hlaphoheloa le ho lula ka har'a maemo a lekaneng.Ka ho hlaphoheloa ha tlhokahalo, kholo e tsitsitseng le maano a mang, tlhokahalo ea likoloi, thekiso ea matlo, lisebelisoa tsa ntlo le masimo a mang e lebelletsoe ho eketseha.Ho lebelletsoe hore tlhokahalo ea lehae ea lihlahisoa tsa oli e hloekisitsoeng le lik'hemik'hale e tla hlaphoheloa, phetisetso ea theko ea ketane ea indasteri ea petrochemical e tla ba bonolo, 'me mokhoa o akaretsang oa indasteri o tla ba hantle.Empa ka nako e ts'oanang, ka lebaka la ho se kholisehe ho hoholo ha theko ea oli ea machaba le ho lokolloa ho bohareng ba hloekiso ea lehae le bokhoni ba lik'hemik'hale, khatello ea melemo ea khamphani e tla eketseha le ho feta.
Teng Meixia o lumela hore ka 2023,'maraka oa polypropylenee tla kena moketjaneng o mocha oa katoloso ea bokhoni, mme phepelo ea mmaraka e lebelletsoe ho eketseha haholo;Ka nako e ts'oanang, tlhokahalo ea malapeng e bontšitse mokhoa oa ho hōla hamonate ka lebaka la lintlha tse sa tšoaneng.Ka nako e ts'oanang, seoa sa lefats'e sa COVID-19 se ntse se phetoa, mme tlhoko e lebelletsoe ho fokola le ho feta.Khahlanong le semelo sena, 'maraka oa polypropylene butle-butle o tla kena maemong a phepelo le tlhokahalo ea ho se leka-lekane,' me sekhahla se hakanyetsoang sa litheko tsa polypropylene ka kakaretso se tla theoha ka 2023.
Ho latela polelo ea Teng Meixia, kamora Mokete oa Selemo oa 2023, 'maraka o tla kena nakong ea tlhokeho e tlase, mme mmaraka oa PP o kanna oa tsoela pele ho theoha ho pholletsa le selemo.Ho tloha ka Hlakubele ho isa Mots'eanong, likhoebo tse ling li rerile ho lokisa kapa ho phahamisa maikutlo a 'maraka,' me ka linako tse ling 'maraka o ka phahama.Ho tloha ka Phuptjane ho isa Phupu, tlhoko e ne e batla e fokola mme theko e ne e le tlase haholo.Ho tloha bohareng le bofelong ba August, 'maraka oa PP o ntse o futhumala butle-butle.E latelang "khauta e robong le silevera e leshome" e tla tlisa katleho ea tlhokahalo karolong ea bobeli ea selemo, ho boloka ntlha e phahameng.Ho lebelletsoe hore tlhoro ea bobeli ea selemo e tla lula e le ka Loetse ho isa ho Mphalane.Ho tloha ka Pulungoana ho fihlela ka Tšitoe, ha ho fihla Mokete oa E-commerce, leqhubu la tlhokahalo le ka susumetsoa ho koahela maemo, empa 'maraka o tla ba thata ho nyoloha le ho theoha habonolo nakong e setseng haeba ho se na macro positive. litaba ho matlafatsa.
JinDun Chemicale ikemiselitse ho nts'etsopele le ts'ebeliso ea li-acrylate monomers tse khethehileng le lik'hemik'hale tse khethehileng tse nang le fluorine.JinDun Chemical e na le li-OEM tse sebetsanang le limela tsa Jiangsu, Anhui le libakeng tse ling tse 'nileng tsa sebelisana ka lilemo tse mashome, ho fana ka tšehetso e tiileng haholoanyane bakeng sa litšebeletso tsa tlhahiso ea lik'hemik'hale tse khethehileng.JinDun Chemical e tsitlallela ho theha sehlopha se nang le litoro, ho etsa lihlahisoa tse nang le seriti, tse hlokolosi, tse thata, 'me li tsoele pele ho ba molekane ea tšepahalang le motsoalle oa bareki!Leka ho etsalisebelisoa tse ncha tsa lik'hemik'haletlisa bokamoso bo molemo lefatšeng
Nako ea poso: Dec-01-2022