Kubva munaNyamavhuvhu, mutengo wepamba weacetic acid uri kuramba uchikwira, neavhareji mutengo wemusika we2877 yuan/tani pakutanga kwemwedzi uchikwira kusvika pa3745 yuan/ton, mwedzi pamwedzi uchiwedzera ne30.17%.Kuwedzera kwemutengo kwevhiki nevhiki kwakawedzera zvakare purofiti yeacetic acid.Zvinofungidzirwa kuti avhareji yepurofiti yeacetic acid musi wa21 Nyamavhuvhu yaive ingangoita 1070 yuan/ton.Kubudirira uku mu "chiuru che yuan purofiti" kwakamutsawo kusava nechokwadi mumusika nezve kugadzikana kwemitengo yakakwira.
Yechinyakare yakadzika pasi-mwaka muna Chikunguru naNyamavhuvhu haina kukanganisa kwakakosha pamusika.Kusiyana neizvi, zvinhu zvekupa zvakatora chikamu mukupisa mamiriro ezvinhu, kushandura musika wepakutanga waidzora acetic acid kuita dhizaini-inotongwa.

6-8月国内酸酸市场开工

Mwero wekushanda weacetic acid zvidyarwa wadzikira, zvichibatsira musika
Kubva munaJune, zvigadzirwa zvemukati zveacetic acid zvakarongwa kuti zvigadziriswe, zvichikonzera kuderera kwehuwandu hwekushanda kusvika ku67%.Iko kukwanisa kwekugadzira kwezvigadzirwa zvekugadzirisa izvi zvakakura, uye nguva yekugadzirisa zvakare yakareba.Huwandu hwebhizinesi rega rega hunoramba huchidzikira, uye huwandu hwese hwese huri padanho rakaderera.Pakutanga, zvaifungidzirwa kuti michina yekugadzirisa yaizopora zvishoma nezvishoma muna Chikunguru, asi kufambira mberi kwemidziyo yemazuva ese haisati yasvika padanho rekushanda zvizere, nekuchinjana kunoramba kuripo kwekutanga nekumira, zvichikonzera kurambidzwa kwezvinhu zvenguva refu izvo zvinogona. kwete kutengeswa muhuwandu munaJune zvakare munaChikunguru, uye musika wekutengesa unoramba uchigara wakaderera.

7-8月醋酸主流下游品种开工率数据对比

Nekusvika kwaNyamavhuvhu, michina yemazuva ese yekutanga kugadzirisa iri kupora zvishoma nezvishoma.Nekudaro, kupisa kunopisa kwakakonzera kutadza kwemidziyo kazhinji kubva kune vamwe vanogadzira, uye kugadzirisa uye kukanganisa mamiriro akaitika nenzira yakanyatso.Nekuda kwezvikonzero izvi, mwero wekushanda weacetic acid hausati wasvika padanho repamusoro.Mushure mekuunganidzwa kwekuchengetedza mumwedzi miviri yekutanga, pakanga paine kushomeka kwezvinhu mumusika, zvichitungamira kune oversold mamiriro pakati pemabhizinesi akasiyana muna Nyamavhuvhu.Musika wekutengesa waive wakasimba zvakanyanya, uye mitengo yakakwirawo kusvika pakakwirira.Kubva mumamiriro ezvinhu aya, zvinogona kuonekwa kuti kushayikwa kwekupa nzvimbo munaAugust hakuna kukonzerwa nekufungidzira kwenguva pfupi, asi pane chikonzero chekuunganidza kwenguva refu.Kubva munaChikumi kusvika Chikunguru, mabhizinesi akasiyana akanyatso kudzora rutivi rwekugovera kuburikidza nekugadzirisa uye kugadzirisa matambudziko, kuchengetedza yakagadzikana hesiti yeacetic acid.Zvinogona kutaurwa kuti izvi zvakapa mamiriro akanaka ekuwedzera kwemitengo yeacetic acid muna Nyamavhuvhu.
2. Kudzika kudiwa kunovandudza, kubatsira musika weacetic acid kusimuka
Muna Nyamavhuvhu, avhareji yekushanda kweacetic acid yakadzika pasi yaive ye58%, kuwedzera kwe3.67% zvichienzaniswa naChikunguru.Izvi zvinoratidza kuvandudzwa kudiki kwezvinodiwa zvemukati zvepasi pemvura.Kunyangwe mwero wepamwedzi wekushanda hausati wapfuura 60%, kutangwazve kwekugadzirwa kwezvimwe zvigadzirwa nemidziyo kwakave nemhedzisiro yakanaka pamusika wedunhu.Semuenzaniso, avhareji yekushanda kwevinyl acetate yakakwira ne18.61% muna Nyamavhuvhu.Chishandiso chekutangazve mwedzi uno chakanyanya kutariswa mudunhu rekuchamhembe kwakadziva kumadokero, zvichikonzera kuwanikwa kwenzvimbo uye nemhepo yakasimba yekuwedzera kwemitengo mudunhu.Zvichakadaro, chiyero chekushanda chePTA chiri pedyo ne80%.Kunyange zvazvo PTA ine zvishoma pamutengo weacetic acid, kushanda kwayo kunoratidza zvakananga huwandu hweacetic acid inoshandiswa.Semusika mukuru wepasi muEast China, chiyero chekushanda kwePTA chakavewo nemhedzisiro yakanaka pamusika weacetic acid.
Aftermarket analysis
Kugadziridza kwemugadziri: Parizvino, kuverengera kwemabhizinesi akasiyana-siyana kunochengetedzwa pamwero wakaderera, uye musika wakatarisana nekusimba kwenzvimbo.Mabhizinesi anotarisisa zvakanyanya kune shanduko yezvinyorwa, uye kana inventory ikangoungana, panogona kunge paine imwe mamiriro ekusashanda uye kumira kwekugadzira.Isati yatanga kuunganidza, rutivi rwekugovera runoramba rwakagadzikana, uye zvishoma "kugadzirisa kugadzirisa" kunogona kuva nekusimudzira kwakanaka pamusika zvakare.Zvinotarisirwa kuti munenge muna Nyamavhuvhu 25, pachava nezvirongwa zvekugadzirisa zvemichina mikuru mudunhu reAnhui, iyo inogona kupindirana nenguva yenguva pfupi yekugadzirisa yemuchina weNanjing, nepo pari zvino pasina zvirongwa zvekugadzirisa zvenguva dzose zvakaziviswa mune mamwe matunhu.Mumamiriro ezvinhu aya, zvinotonyanya kukosha kunyatso tarisisa kuchinjika kweiyo inventory yebhizinesi rega rega uye mukana wekungoerekana watadza kutadza.
Kudzika kwemvura kudiwa: Parizvino, kumusoro kweacetic acid inventory ichiri kudzoreka, uye mafekitori ari pasi pemvura ari kuchengetedza kugadzirwa kwechinguvana kuburikidza nezvibvumirano zvenguva pfupi-refu.Nekudaro, kukurumidza kusimuka kwemitengo yeacetic acid inoita kuti zviome kuti mitengo yezvigadzirwa zvepasi inyatsoendesa kupedzisa kudiwa kwemusika.Mamwe maindasitiri makuru ari kuzasi ari kutarisana nekumanikidzwa kwepurofiti.Parizvino, pakati pezvigadzirwa zvepasi zveacetic acid, kunze kwemethyl acetate uye n-propyl ester, purofiti yezvimwe zvigadzirwa inenge yakaenzana nemutengo wemutengo.Mhindu yevinyl acetate (inogadzirwa necalcium carbide method), PTA, uye butyl acetate inotoratidza chinhu chakapidiguka.Naizvozvo, mabhizinesi mashoma atora matanho ekudzikisa mutoro wavo kana kumisa kugadzirwa.

Maindasitiri ekudzika ari kutarisawo kuti aone kana mitengo ichigona kuratidzwa mune purofiti.Kana purofiti yezvigadzirwa zvepasi ichidzikira asi mutengo weacetic acid ukaramba wakakwira, zvinotarisirwa kuti kugadzirwa kwepasi kunogona kuramba kuchidzikira kudzikamisa purofiti.

酷酸部分下游品种利润情况

Hunhu hutsva hwekugadzira: Zvinotarisirwa kuti pakupera kwaGunyana uye kutanga kwaGumiguru, kuchave nenhamba huru yezvikamu zvitsva zvekugadzira zvevinyl acetate, zvinosvika 390000 matani ehutsva hwekugadzira, uye inotarisirwa kushandisa matani angangoita 270000 acetic acid.Panguva imwecheteyo, zvinotarisirwa kuti hutsva hutsva hwekugadzira caprolactam huchasvika 300000 matani, iyo ichapedza matani anosvika 240000 eacetic acid.Parizvino zviri kunzwisiswa kuti michina yepasi inotarisirwa kuiswa mukushanda inogona kutanga kugadzirwa kwekunze kweacetic acid pakati paGunyana.Tichifunga nezve yazvino yakamanikana nzvimbo inowanikwa mumusika weacetic acid, kugadzirwa kwemidziyo mitsva iyi kunosungirwa kupa rutsigiro rwakanaka kumusika weacetic acid zvakare.

9-10月醋酸产业链新增产能统计

Munguva pfupi, mutengo weacetic acid uchiri kuchengetedza kushanduka kwepamusoro, asi kuwedzera kwakanyanya kweacetic acid mitengo vhiki yapfuura yakakonzera kupikisa kwekuwedzera kubva kune vanogadzira pasi, zvichiita kuti zvishoma nezvishoma kuderedza mutoro uye kuderera kwekutenga chido.Parizvino, kune mamwe akawandisa "furo" mumusika weacetic acid, saka mutengo unogona kudonha zvishoma.Nezve mamiriro emusika munaGunyana, zvichiri kudikanwa kunyatso tarisisa nguva yekugadzira yeiyo itsva acetic acid yekugadzira.Parizvino, nhamba yeacetic acid yakaderera uye inogona kuchengetedzwa kusvika kutanga kwaSeptember.Kana hutsva hutsva hwekugadzira hukasaiswa mukushanda sezvakarongwa pamberi pekupera kwaGunyana, kudzika kwemvura hutsva hwekugadzira hunogona kutengwa yeacetic acid pachine nguva.Nokudaro, isu tinoramba tine tariro pamusoro pemaitiro emusika munaSeptember uye tinoda kuramba takatarisa maitiro chaiwo emisika yekumusoro uye yakadzika, tichinyatsocherechedza kuchinja kwechokwadi-nguva mumusika.


Nguva yekutumira: Aug-22-2023