Intsimbi yoNyaka oMtsha sele iza kukhala.Xa ujonga emva ngo-2021, ubhubhane ophindaphindiweyo obangela, ukunyuka kweendleko zempahla ekrwada, kunye nomgaqo-nkqubo wolawulo olumbini lwaseTshayina malunga nokusetyenziswa kwamandla, umxokelelwane woshishino lwenayiloni uye wachaphazeleka.Uxinzelelo kwimisebenzi yezoshishino alunamsebenzi, kwaye uxinzelelo lokukhuphisana kwimichiza kunye ne-textile kunye ne-chemical fiber industries ayinakuphepheka.Umdlalo ophakathi komlambo kunye nosezantsi, abakhuphisana nabo bahlala bebukhali kakhulu.
Kodwa into eyothusayo kukuba ekupheleni konyaka, iCPL kunye nezityalo zetshiphu beziqhuba kakuhle ngesantya esiphakamileyo sokusebenza kunye nomda ofanelekileyo wengeniso, onokuqhubeka de kube semva koMnyhadala waseNtwasahlobo.
I-CPL kunye nezityalo ze-chip zigcina isitokhwe esiphantsi, izinga eliphezulu lokugijima kunye nenzuzo ephezulu ekupheleni kwe-2021
Sikhankanye kwingxelo yokuqonda"I-CPL kunye ne-PA6 zingena kwi-rebalance ukuya ekupheleni kuka-2021”ipapashwe ekupheleni kukaNovemba ukuba izityalo ze-CPL kunye nenayiloni 6 ziza kuqhubeka zinyusa izinga lokusebenza kunye nepateni yemfuno yokubonelela iya kungena kwixesha lokulungelelanisa.Ngaphezulu kwenyanga enye, ukusebenza kweCPL kunye ne-nylon 6 yezityalo ze-chip zibonakalise le ndlela, kwaye ngokumangalisayo,zombini i-CPL kunye ne-inventory ye-chip zigcinwa ziphantsi, kwaye umda wenzuzo kwi-CPL kunye ne-nylon ye-6 ye-chip links zisalungile.
Kukho izizathu ezibini ezixhasa esi siphumo singasentla.
Okokuqala, i-chip downstream mills yayibambe ubuncinci be-polymer stocks ngoNovemba, kwaye yayibuyisela ngokusebenzayo ngoDisemba, xa imarike yabetha i-low low kunye ne-rebounded kunye nezityalo ze-chip zanyuka izinga lokusebenza.
Okwesibini, ukusebenza kwesityalo seCPL akuzange kuhambe kakuhle ngoDisemba.Ababoneleli abakhulu ababandakanya iLuxi Chemical, iHualu Hengsheng, iHubei Sanning kunye neSinopec Baling Hengyi batshintshisana ngokuvala okanye ukusika imveliso ngenyanga kwaye kubangele ibhalansi eqinile kwimarike yeCPL.
Amazinga aphezulu okusebenza:
Le tshati ingasentla ibonisa amaxabiso okusebenza kweCPL kunye nenayiloni 6 yezityalo zetshiphu, eziye zanyuka ngokubonakalayo ngoNovemba-Disemba ka-2021.
Izityalo ze-CPL ngoku zisebenza kumyinge we-75%, engeyiyo izinga eliphezulu kwimbali.Nangona kunjalo, ukuqwalasela ukuba i-Haili Chemical (400kt / ngonyaka), i-Inner Mongolia Kingho (100kt / ngonyaka), kunye ne-Sinopec Shijiazhuang Refinery (100kt / ngonyaka) zivaliwe ngenxa ye-force majeure, kwaye uninzi lwezinye izityalo zisebenza phezulu kakhulu. amaxabiso.
Izinga lokuqhuba kwezityalo ze-nayiloni ezisi-6 liye linyuka kakhulu ngoNovemba nangoDisemba, linyuke lisuka kwi-61% ukuya kwi-76%, ingakumbi njenge-nayiloni yesi-6 yezityalo eziqhelekileyo ezisontayo zinyuse umyinge wazo wokubaleka ukusuka kwi-57% ekupheleni kuka-Oktobha ukuya kuma-79% de. ekupheleni kukaDisemba, kwaye kwangaxeshanye ukuba inayiloni 6 high-speed izityalo chip ukusonta ziye ngokuphakathi zinyuswe ukusuka 66% ukuya 73%.
Umda wengeniso ephezulu:
Abavelisi beCaprolactam bayonwabele inzuzo eninzi kwisiqingatha sesibini sonyaka njengoko ixabiso lisasazeka nge benzene ngokuqhubekayo.
Njengoko kuxoxiwe kwimbono yangaphambili "Inzuzo enkulu yenayiloni 6 CS chip ezinzileyo okanye hayi”, Inayiloni 6 ababoneleli betshiphu betshiphu eqhelekileyo bebexhamla inzuzo enkulu kwikota yesine ka-2021. Inayiloni yesi-6 se-high-speed spinning chipplant'margin izinzile ngenxa yomda wokusetyenzwa ozinzileyo osekwe kwisivumelwano sekontraki yeCPL.
Phambi kwe-CNY, i-CPL inokugcina ibhalansi eqinile, intsingiselo yexabiso ihlala iqinile
Ngokusekelwe kwezi meko zikhankanywe ngasentla, sijonge phambili kuMnyhadala weNtwasahlobo (ekupheleni kukaJanuwari ukuya ekuqaleni kukaFebruwari).
Okokuqala, ngokusekwe kwisitokhwe esisezantsi kunye nenzuzo ephezulu, izityalo ze-nylon 6 ze-chip zinokuqhubeka nezinga eliphezulu lokusebenza kwaye zibuyisele i-CPL ngokumodareyitha ngoJanuwari ka-2022.Kusekho ukungaqiniseki malunga neholide, njengolawulo lwesitokhwe, ukuhla kwamaxabiso emva kweholide kunye nemfuno phantsi kobhubhane.Kodwa isicwangciso sokusebenza sezityalo zepolymer siqinisekile ukuza kuthi ga ngoku, ukuba baya kuqhubeka bebaleka ubuncinci kwinqanaba eliphezulu langoku, kwaye bangathanda ukuzalisa i-caprolactam ngaphambi koMnyhadala weNtwasahlobo ka-2022, njengoko iiOlimpiki zaseBusika zaseBeijing kunye nemozulu ebandayo eMantla eTshayina zinokunciphisa. phantsi kwemveliso yeCPL kunye nolungiselelo.Ukuqinisekisa ukubonelelwa kwe-feedstock, izityalo zepolymer kunokwenzeka ukuba zilungiselele i-CPL eyaneleyo phambi kombindi kaJanuwari.
Ukongeza, ukuba ireyithi yokusebenza kwetshiphu yesi-6 ye-nayiloni ixhomekeke kuma-76%, kwaye izityalo ze-CPL ziqhubeka nokusebenza malunga ne-78%, imakethi ye-CPL isephantsi kolungelelwaniso oluqinileyo xa inikwa amandla azo asebenzayo.Ke kunzima kwi-inventri ye-CPL ukuba iqokelele.
Okwesibini, i-oyile ekrwada enyukayo kunye nentengiso ye-benzene ikwixesha le-bullish, kwaye kukho uxinzelelo olusezantsi oluvela kumazwe angaphandle kwe-benzene ngoJanyuwari, ayinakuthoba kakhulu ixabiso lebenzene.Ukwehla okuphakathi kwebenzene akunakuyibangela imarike ye-CPL, ekwisiseko esihle.
Okwesithathu, kumbono wengqondo, impembelelo yangaphambili ye-bearish iyancipha.Ukuhla kwe-CPL ngo-Okthobha ukuya kuNovemba ka-2021 kwakuphenjelelwa ziindaba zamakhono amatsha azayo, achaphazele isimo sengqondo sabadlali ngelo xesha, ngakumbi phambi kokuba kukhutshwe izixhobo zabo.Kodwa emva kwexesha lokusebenza, iimveliso ezivela kwizityalo ezitsha ziye zafumana umgangatho ozinzileyo kunye nexabiso elifanelekileyo kwindawo yokuthengisa, kwaye impembelelo yayo kwingqondo iyancipha.Ukusuka kulo mbono, impembelelo ye-bearish ye-CPL amandla amatsha awela phantsi.
Ke ngoko, imakethi ye-CPL inokugcina inzuzo ephezulu kunye nenqanaba eliphantsi le-inventri ngaphambi koMnyhadala weNtwasahlobo ka-2022, kwaye inokubonelela ngesiseko esiluqilima semakethi yepolymer esezantsi.
Ukusuka kwiChinatexnet.com
Ixesha lokuposa: Jan-04-2022