Ingaruka ziterwa nigiciro kinini, icyifuzo kidakenewe nizindi mpamvu, imikorere yamasosiyete yashyizwe ku rutonde mu nganda za polypropilene (PP) mu gihembwe cya mbere cyuyu mwaka ntabwo yari nziza.
Muri byo, ingufu za Donghua (002221. SZ), ziyemeje kuba nyinshi mu gukora ibikoresho bishya bya polypropilene mu Bushinwa, byinjije amafaranga angana na miliyari 22.09 mu gihembwe cya mbere, byiyongereyeho 2,58% ku mwaka;Inyungu yabonetse ku banyamigabane ba sosiyete yashyizwe ku rutonde yari miliyoni 159 Yuan, umwaka ushize wagabanutseho 84.48%.Byongeye kandi, Shanghai Petrochemical (600688. SH) yatahuye igihombo cyinyungu cyatewe nisosiyete yababyeyi ingana na miliyari 2.003 yuan mu gihembwe cya mbere, cyimuwe kiva mu nyungu kijya mu gihombo buri mwaka;Maohua Shihua (000637.
Ku bijyanye n'impamvu zagabanutse ku nyungu ziva mu nyungu, Donghua Energy yavuze ko kubera ihungabana rya politiki, igiciro cy'ibikoresho fatizo cyakomeje kugenda ku rwego rwo hejuru, bigatuma igiciro cy'umusaruro cyiyongera cyane.Muri icyo gihe, uruhande rusabwa rwatewe n’umuvuduko ukabije w’ubukungu bw’isi na COVID-19, kandi inyungu zaragabanutse rimwe na rimwe.
Inyungu ihindagurika
Polypropileneni icya kabiri kinini muri rusange-intego ya sintetike ya resinike, ihwanye na 30% yumusaruro wuzuye wa resinike.Bifatwa nkubwoko butanga ibyiringiro mubintu bitanu byingenzi byubukorikori.Inganda za polypropilene zikubiyemo ahantu henshi, nk'imodoka, ibikoresho byo mu rugo, ibikoresho bya elegitoroniki, gupakira, ibikoresho byo kubaka n'ibikoresho.
Kugeza ubu, ubushobozi bwo gukora amavuta ashingiye kuri polypropilene agera kuri 60% yubushobozi rusange bwa polypropilene.Ihindagurika ryibiciro bya peteroli bifite ingaruka zikomeye kubiciro bya polypropilene hamwe nimitekerereze yisoko.Kuva mu 2022, ibiciro bya peteroli mpuzamahanga byazamutse cyane mu myaka yashize kubera ibintu byinshi.
Mu gihembwe cya mbere cyambere cy'uyu mwaka, kubera ibiciro byinshi no kugabanuka kw'isoko, inyungu z’inganda za PP zari zotswa igitutu.
Ku ya 29 Ukwakira, Donghua Energy yashyize ahagaragara raporo yayo mu gihembwe cya gatatu cya 2022, ivuga ko amafaranga y’isosiyete yinjije mu gihembwe cya mbere cya mbere yari miliyari 22.009 Yuan, aho umwaka ushize wazamutseho 2.58%;Inyungu yabonetse ku banyamigabane ba sosiyete yashyizwe ku rutonde yari miliyoni 159 Yuan, umwaka ushize wagabanutseho 84.48%.Byongeye kandi, ku ya 27 Ukwakira, raporo y’igihembwe cya gatatu yo mu 2022 yashyizwe ahagaragara na Maohua Shihua yerekanye ko iyi sosiyete yinjije amafaranga y’amafaranga angana na miliyari 5.133 mu gihembwe cya mbere, umwaka ushize wiyongereyeho 38.73%;Inyungu yaturutse ku kigo cyababyeyi yari miliyoni 4.6464 Yuan, umwaka ushize wagabanutseho 86,79%.Mu gihembwe cya mbere cy’uyu mwaka, Sinopec Shanghai yinjije amafaranga yinjiza angana na miliyari 57.779, umwaka ushize ugabanuka 6.60%.Inyungu rusange yitirirwa abanyamigabane ba sosiyete yashyizwe ku rutonde yari miliyari 2.003 yu Yuuu, yavuye mu nyungu ihinduka igihombo ku mwaka-mwaka.
Muri bo, Donghua Energy yavuze ko mu gihembwe cya mbere cy’uyu mwaka, inyungu y’isosiyete yagabanutseho miliyoni 842, ni ukuvuga 82.33%, ugereranije n’icyo gihe cyashize umwaka ushize, ahanini kubera ko: ku ruhande rumwe, yibasiwe na COVID -19, igipimo cyimikorere yinganda zo hepfo nticyari gihagije, kandi icyifuzo cya terminal cyaragabanutse;Ku rundi ruhande, kubera ingaruka zabaye muri Ukraine, igiciro cy'ibikoresho fatizo cyazamutse.
Kongera amarushanwa
Kugeza ubu, ingufu za Donghua zimaze kugera kuri toni miliyoni 1.8 yumwaka wa propylene na polypropilene itanga toni hafi miliyoni 2 / umwaka;Hateganijwe kongeramo toni miliyoni 4 zubushobozi bwa polypropilene muri Maoming nahandi hantu mumyaka itanu iri imbere.
Sun Chengcheng, ukomoka mu makuru ya Longzhong, yavuze ko duhereye ku kwagura ubushobozi bwa polypropilene, kwagura ubushobozi bwo gutunganya imishinga yo guhuza imiti bizihuta nyuma ya 2019. Kubera ubushobozi bunini bwo gutunganya imishinga ihuza imiti, ibicuruzwa byuzuye by’inganda, ingaruka z’isoko byihuse kandi kwaguka kwinshi, impinduka zogutangwa zizanwa no kwaguka zizagira ingaruka zigaragara kumasoko gakondo yo mu gihugu imbere, kandi amarushanwa yisoko azakomeza gukaza umurego, Inganda za polypropilene zo murugo zizinjira murwego rwo kwishyira hamwe gukomeye kwubuzima bwiza. .
Twabibutsa ko 2022 ikiri umwaka ukomeye wo kwagura umusaruro wa polypropilene.Ibihangange byinshi byinjiye mu nganda za polypropilene, cyangwa kongera ishoramari hashingiwe ku nganda zabanje.Nubwo umuvuduko w’ubwiyongere wagabanutse bitewe na politiki ya “karuboni ebyiri”, dushobora guhanura ko ishyirwa mu bikorwa ry’umushinga rigikomeje.
Shanghai Petrochemical yavuze ko ikibazo cy’ihungabana ry’ubukungu ku isi cyazamutse mu gice cya kabiri cy’umwaka, kandi biteganijwe ko ubukungu bw’Ubushinwa buzamuka kandi bugakomeza kuba mu rugero rushimishije.Hamwe nogusubirana kwicyifuzo, iterambere rihamye nizindi politiki, ibyifuzo byimodoka, imitungo itimukanwa, ibikoresho byo murugo nizindi nzego biteganijwe kwiyongera.Biteganijwe ko icyifuzo cy’imbere mu gihugu gikomoka kuri peteroli n’ibicuruzwa bitunganijwe bizagaruka, ihererekanyamakuru ry’ibiciro by’inganda zikomoka kuri peteroli bizagenda neza, kandi muri rusange inganda zizaba nziza.Ariko kandi, icyarimwe, kubera kutiyongera gushidikanya ku bijyanye n’ibiciro by’ibikomoka kuri peteroli ndetse no kurekura hamwe hagati y’ubushobozi bwo gutunganya no gutunganya imiti mu gihugu, igitutu cy’inyungu kizakomeza kwiyongera.
Sun Chengcheng yizera ko mu gice cya kabiri cy'umwaka, umuvuduko wo kwagura ubushobozi mu bigo wihuse.Biteganijwe ko ubushobozi bushya buzaba hafi toni miliyoni 4.7, kandi biteganijwe ko umusaruro uziyongera cyane ku mwaka.Umwaka urangiye, umusaruro wose wa polypropilene uzarenga toni miliyoni 40.Kuva aho umusaruro uhagaze, ubushobozi bushya buzarekurwa cyane mugihembwe cya kane, kandi kwiyongera kwubushobozi bwihuse cyangwa ibyago byo kurenza urugero bizatuma habaho irushanwa rikomeye kumasoko.
Munsi yibi, ni gute imishinga ya polypropilene yatera imbere?Sun Chengcheng yasabye ko, ubanza, kwihutisha iterambere ry’ibicuruzwa bishya, gushyira mu bikorwa ingamba zo gutandukanya, no guteza imbere ibikoresho bidasanzwe bifite agaciro kongerewe agaciro ko gusimbuza ibicuruzwa biva mu mahanga aribwo buryo bwonyine bwo kwirinda irushanwa ry’ibiciro mu nyanja Itukura.Icyakabiri nuguhindura imiterere yabakiriya.Kubatanga isoko, birakenewe ko buhoro buhoro tunonosora imiterere yabakiriya, kwagura igipimo cyibicuruzwa bitaziguye, kwemeza imiyoboro ihamye yo kugurisha, no guteza imbere cyane abakiriya b’uruganda rwa terefone, cyane cyane abakiriya bafite abahagarariye inganda cyangwa icyerekezo cy’iterambere ry’inganda.Ibi ntibisaba gusa abatanga isoko kugira ibicuruzwa byujuje ubuziranenge, ariko kandi bikenera guhuza gahunda yo kwamamaza no gushyigikira politiki yo kwamamaza ikurikije ibiranga abakiriya.Icya gatatu, ibigo bigomba gukora akazi keza mugutezimbere imiyoboro yohereza ibicuruzwa hanze, guhitamo ahantu henshi, kugabanya urusimbi, no kwirinda gukaza umurego mubiciro buke.Icya kane, tugomba guhora dukomeza kumva neza ibyo abaguzi bakeneye.Cyane cyane kuva COVID-19 yatangira, impinduka zisabwa zazanye impinduka nyinshi mumyitwarire y'abaguzi ku isoko.Ibigo bitanga umusaruro hamwe nitsinda ryagurishijwe bigomba guhora bikomeza kumva ibyifuzo byimpinduka, gukurikiza umuvuduko wisoko no guteza imbere ibicuruzwa.
Ubusumbane hagati yo gutanga n'ibisabwa
Ariko, bitandukanye nuko ibintu byifashe muri iki gihe, ishyaka ry’ishoramari ry’inganda mu mishinga ya polypropilene ntirihinduka.
Kugeza ubu, ingufu za Donghua zimaze kugera kuri toni miliyoni 1.8 yumwaka wa propylene na polypropilene itanga toni hafi miliyoni 2 / umwaka;Hateganijwe kongeramo toni miliyoni 4 zubushobozi bwa polypropilene muri Maoming nahandi hantu mumyaka itanu iri imbere.Muri byo, 600.000 t / a PDH, 400.000 t / a PP, 200.000 t / ammonia ya syntetique hamwe n’ibikoresho bifasha biri kubakwa muri Maoming Base, biteganijwe ko izarangira igashyirwa mu bikorwa mu mpera za 2022;Igice cya kabiri cya 600000 t / a PDH hamwe nibice bibiri bya 400000 t / a PP isuzuma ryingufu hamwe nibipimo byo gusuzuma ibidukikije byabonetse.
Nk’uko imibare ya Jin Lianchuang ibigaragaza, kuva mu mwaka wa 2018 kugeza mu wa 2022, Ubushinwa butanga umusaruro wa polipropilene mu Bushinwa bwerekanye ko bukomeje kwiyongera, aho ubwiyongere bwa 3.03% bugera kuri 16.78% mu myaka itanu ishize, naho ikigereranyo cyo kwiyongera buri mwaka kikaba 10.27%.Iterambere ry’iterambere muri 2018 ryari 3.03%, ryo hasi cyane mu myaka itanu ishize.Umwaka uruta iyindi ni 2020, hamwe niterambere rya 16,78%.Ubushobozi bushya muri uwo mwaka ni toni miliyoni 4, kandi umuvuduko wo kwiyongera muyindi myaka urenga 10%.Guhera mu Kwakira 2022, ubushobozi bwa polypropilene mu Bushinwa buzagera kuri toni miliyoni 34.87, naho ubushobozi bushya bwa polypropilene mu Bushinwa buzaba toni miliyoni 2.8 mu mwaka.Haracyari ubushobozi bushya buteganijwe gushyirwa mubikorwa mu mpera zumwaka.
Sinopec Shanghai yavuze ko mu gice cya kabiri cy'umwaka, ibyago byo guhungabana mu bukungu ku isi byiyongereye, kandi biteganijwe ko izamuka ry'ubukungu bw'imbere mu gihugu rizakira kandi rikaguma mu rwego rushimishije.Hamwe nogusubirana kwicyifuzo, iterambere rihamye nizindi politiki, ibyifuzo byimodoka, imitungo itimukanwa, ibikoresho byo murugo nizindi nzego biteganijwe kwiyongera.Biteganijwe ko icyifuzo cy’imbere mu gihugu gikomoka kuri peteroli n’ibicuruzwa bitunganijwe bizagaruka, ihererekanyamakuru ry’ibiciro by’inganda zikomoka kuri peteroli bizagenda neza, kandi muri rusange inganda zizaba nziza.Ariko kandi, icyarimwe, kubera kutiyongera gushidikanya ku bijyanye n’ibiciro by’ibikomoka kuri peteroli ndetse no kurekura hamwe hagati y’ubushobozi bwo gutunganya no gutunganya imiti mu gihugu, igitutu cy’inyungu kizakomeza kwiyongera.
Teng Meixia yemera ko mu 2023,isoko rya polypropileneizinjira muburyo bushya bwo kwagura ubushobozi, kandi isoko riteganijwe kwiyongera cyane;Muri icyo gihe, ibyifuzo byimbere mu gihugu byagaragaje ko iterambere ridindira bitewe nimpamvu zitandukanye.Muri icyo gihe, icyorezo cya COVID-19 ku isi cyongeye kugaruka, kandi biteganijwe ko icyifuzo kizakomeza gucika intege.Kuruhande rwibi, isoko rya polypropilene rizagenda ryinjira mubihe byo gutanga no kutaringaniza, kandi igipimo cyagereranijwe cyibiciro bya polypropilene kizagabanuka muri 2023.
Nk’uko Teng Meixia yabihanuye, nyuma y’Iserukiramuco ryo mu 2023, isoko rizinjira mu gihe gito, kandi isoko rya PP rishobora gukomeza kugabanuka umwaka wose.Kuva muri Werurwe kugeza Gicurasi, ibigo bimwe byateganyaga gusana cyangwa kuzamura imitekerereze yisoko, kandi rimwe na rimwe isoko rishobora kuzamuka.Kuva muri Kamena kugeza Nyakanga, icyifuzo cyari gito cyane kandi igiciro cyari gito.Kuva hagati na nyuma ya Kanama, isoko rya PP ryashyushye buhoro buhoro.Ibikurikira "zahabu icyenda na feza icumi" bizazana iterambere ryibisabwa mugice cya kabiri cyumwaka, bikomeze ingingo nkuru.Biteganijwe ko impinga ya kabiri mu mwaka izaguma muri Nzeri kugeza Ukwakira.Kuva mu Gushyingo kugeza Ukuboza, hamwe no kwizihiza iserukiramuco rya E-ubucuruzi, hashobora guterwa umurongo w’ibisabwa, ariko isoko rizagora kuzamuka kandi byoroshye kugabanuka mu gihe gisigaye niba nta makoro meza afite. amakuru yo kuzamura.
JinDun Chemicalyiyemeje guteza imbere no gushyira mu bikorwa imiti yihariye ya acrylate hamwe n’imiti idasanzwe irimo fluor.JinDun Chemical ifite inganda zitunganya OEM i Jiangsu, Anhui n’ahandi hantu zimaze imyaka mirongo zikorana, zitanga ubufasha bukomeye kuri serivisi zihariye z’imiti yihariye.JinDun Imiti ishimangira gushinga itsinda rifite inzozi, gukora ibicuruzwa byiyubashye, byitondewe, bikomeye, kandi byose bisohoke kuba umufatanyabikorwa wizewe ninshuti yabakiriya!Gerageza gukoraibikoresho bishya bya shimiuzane ejo hazaza heza ku isi
Igihe cyo kohereza: Ukuboza-01-2022