1. Mhedziso yemamiriro ese ekushanda

Muna 2024, kushanda kwese kweindasitiri yemakemikari yeChina hakuna kunaka pasi pesimba renzvimbo yese. Iyo purofiti level yemabhizinesi ekugadzira yakadzikira, maodha emabhizinesi ekutengesa adzikira, uye kudzvanywa kwekushanda kwemusika kwakawedzera zvakanyanya. Makambani mazhinji ari kuedza kutsvaga misika yemhiri kwemakungwa kuti atsvage mikana mitsva yebudiriro, asi mamiriro azvino emusika wepasi rose haanawo simba uye haana kupa kukura kwakakwana. Pakazere, indasitiri yemakemikari yeChina yakatarisana nematambudziko makuru.

2, Kuongororwa kweProfit Status yeBulk Chemicals

Kuti tiwane kunzwisisa kwakadzama kwekushanda kwemusika wemakemikari weChinese, ongororo yakaitwa pamhando makumi mashanu emakemikari akawanda, uye indasitiri yepakati purofiti nhanho pamwero wekuchinja kwegore negore kubva munaNdira kusvika Gunyana 2024 yakaongororwa. .

Kugoverwa kwePurofiti uye Kurasikirwa Kwekugadzira Zvigadzirwa: Pakati pemhando makumi mashanu emakemikari akawanda, pane 31 zvigadzirwa munzvimbo ine pundutso, inoverengera ingangoita 62%; Kune zvigadzirwa gumi nepfumbamwe munzvimbo yekurasikirwa, inoverengera ingangoita 38%. Izvi zvinoratidza kuti kunyangwe zvigadzirwa zvakawanda zvichiri kuita pundutso, chikamu chekurasikirwa kwezvigadzirwa hachigone kufuratirwa.

Gore negore shanduko mune purofiti margin: Kubva pakuona kwegore-pa-gore shanduko chiyero, purofiti yemhando yezvigadzirwa zve32 yakaderera, inoverengera 64%; Mari yepurofiti yezvigadzirwa gumi nesere chete yakawedzera gore negore, ichiverengera 36%. Izvi zvinoratidza kuti mamiriro ezvese gore rino haana kusimba zvakanyanya kupfuura gore rapfuura, uye kunyangwe purofiti yezvigadzirwa zvakawanda ichiri yakanaka, yakadzikira kana ichienzaniswa negore rapfuura, zvichiratidza kusaita zvakanaka kwese.

3, Kugoverwa kwechikamu chemubairo

Profit margin yezvigadzirwa zvine pundutso: Iyo profit margin level yezvigadzirwa zvine pundutso yakawanda inonyanyiswa muchikamu che10%, nenhamba shoma yezvigadzirwa zvine purofiti inodarika 10%. Izvi zvinoratidza kuti kunyangwe kuita kwese kweindasitiri yemakemikari yeChina kune pundutso, nhanho yepurofiti haina kukwirira. Tichifunga nezvezvinhu zvakaita semari yekushandisa, manejimendi mari, kudzikira, nezvimwe, iyo purofiti margin level yemamwe mabhizinesi inogona kuramba ichidzikira.

Profit margin yezvigadzirwa zvekugadzira kurasikirwa: Kurasikirwa kwekugadzira makemikari, mazhinji acho akaiswa mukati mekurasikirwa kwegumi muzana kana zvishoma. Kana bhizinesi riri repurojekiti yakabatanidzwa uye riine rayo raw material inoenderana, saka zvigadzirwa zvine kurasikirwa kudiki zvinogona kuramba zvichiwana pundutso.

4, Kuenzaniswa kweProfitability Status yeIndustrial Chain

Mufananidzo 4 Kuenzaniswa kwemari yepurofiti yezvigadzirwa zvepamusoro makumi mashanu zvemakemikari eChina muna 2024.

Zvichienderana neavhareji purofiti margin level yeindastiri cheni ine zvigadzirwa makumi mashanu, tinogona kutora mhedziso dzinotevera:

Zvigadzirwa zvepurofiti yepamusoro: PVB firimu, octanol, trimellitic anhydride, optical giredhi COC uye zvimwe zvigadzirwa zvinoratidzira purofiti yakasimba, ine avhareji yepurofiti yeavhareji chikamu chinodarika 30%. Zvigadzirwa izvi kazhinji zvine zvivakwa zvakakosha kana zviri panzvimbo yakaderera muketani yeindasitiri, paine makwikwi asina kusimba uye purofiti yakagadzikana.

Kurasikirwa kwekugadzira zvigadzirwa: Petroleum kune ethylene glycol, hydrogenated phthalic anhydride, ethylene uye zvimwe zvigadzirwa zvakaratidza kurasikirwa kukuru, neavhareji yekurasikirwa mwero inopfuura 35%. Ethylene, sechigadzirwa chakakosha muindasitiri yemakemikari, kurasikirwa kwayo nenzira isina kunanga kunoratidza kusashanda zvakanaka kweindasitiri yemakemikari yeChina.

Kuita kwecheni yemaindasitiri: Kuita kwese kweC2 neC4 macheni emaindasitiri kwakanaka, nechikamu chikuru chezvigadzirwa zvine pundutso. Izvi zvinonyanya kukonzerwa nekudzikira kwemitengo yezvigadzirwa zvepasi zvinokonzereswa nekunonoka kwezvinhu zvekupedzisira kwecheni yeindasitiri, uye purofiti inofambiswa zvichidzika kuburikidza neketani yemaindasitiri. Nekudaro, kuita kweiyo kumusoro kwemvura mbishi kupera kwakashata.

5, Yakanyanya nyaya yegore-pa-gore shanduko mune purofiti margin

N-Butane based maleic anhydride: Iro purofiti margin ine shanduko huru yegore negore, ichichinja kubva kune yakaderera purofiti yenyika muna 2023 kusvika pakurasikirwa ne3% kubva muna Ndira kusvika Gunyana 2024. Izvi zvinonyanya kukonzerwa nekufamba kwegore. -gore kuderera mumutengo we maleic anhydride, nepo mutengo wezvinhu zvakasvibirira n-butane wakawedzera, zvichiita kuti kuwedzerwa mari uye kuderera kwekukosha kwekubuda.

Benzoic anhydride: Mari yaro yepurofiti yakawedzera zvakanyanya neinenge 900% gore negore, zvichiita kuti ive yakanyanya kunyanyisa chigadzirwa maererano neshanduko yepurofiti yemakemikari akawanda muna 2024. Izvi zvinonyanya kukonzerwa nekukwira kwehupenzi mumusika wepasi rose unokonzerwa ne kubviswa kweINEOS kubva pamusika wepasi rose wephthalic anhydride.

6, Tarisiro yeramangwana

Muna 2024, indasitiri yemakemikari yeChina yakaona kuderera kwegore-pagore mumari yese uye kudzikira kwakanyanya kwemubairo mushure mekuona kudzikiswa kwemitengo uye kudzikira kwenzvimbo dzemitengo yechigadzirwa. Tichipesana nemamiriro emitengo yemafuta asina kuchena, indasitiri yekunatsa yakaona kudzoreredzwa mupurofiti, asi kukura kwekuda kwakadzikira zvakanyanya. Muindasitiri yemakemikari akawanda, kupokana kwehomogenization kunonyanya kuoneka, uye nzvimbo yekugovera uye yekudiwa inoramba ichidzikira.

Zvinotarisirwa kuti indasitiri yemakemikari yeChinese icharamba yakatarisana nekumanikidzwa muhafu yechipiri ya2024 uye mukati me2025, uye kugadziridzwa kwechimiro cheindasitiri kucharamba kuchidzika. Iko kubudirira mutekinoroji yakakosha uye zvigadzirwa zvitsva zvinotarisirwa kufambisa kukwidziridzwa kwechigadzirwa uye kukurudzira kusimudzira kwakakwira purofiti yezvigadzirwa zvepamusoro-soro. Mune ramangwana, indasitiri yemakemikari yeChina inofanirwa kuita zvimwe kuyedza mukuvandudza tekinoroji, kugadzirisa zvimiro, uye kusimudzira musika kuti igadzirise matambudziko azvino uye emangwana.