Kukhudzidwa ndi ndalama zambiri, kufunikira kofooka ndi zina, machitidwe a makampani olembedwa mu polypropylene (PP) m'magawo atatu oyambirira a chaka chino sanali chiyembekezo.
Pakati pawo, Donghua Energy (002221. SZ), yomwe yatsimikiza kuti ndiyo yaikulu kwambiri yopanga zipangizo zatsopano za polypropylene ku China, inali ndi ndalama zogwirira ntchito za 22.09 biliyoni m'magawo atatu oyambirira, mpaka 2.58% chaka ndi chaka;Phindu lochokera kwa omwe akugawana nawo kampaniyo linali 159 miliyoni yuan, kutsika kwapachaka ndi 84.48%.Kuphatikiza apo, Shanghai Petrochemical (600688. SH) idapeza kutayika kwa phindu kwa kampani yayikulu ya 2.003 biliyoni ya yuan m'magawo atatu oyamba, yomwe idasamutsidwa kuchoka ku phindu kupita kukutaika chaka ndi chaka;Maohua Shihua (000637. SZ) adapeza phindu lochokera ku kampani ya makolo ya yuan 4.6464 miliyoni, kuchepa kwa chaka ndi 86.79%.
Pazifukwa za kuchepa kwa phindu la ndalama, Donghua Energy adanena kuti chifukwa cha kusakhazikika kwa dziko lapansi, mtengo wazinthu zopangira zidapitirirabe ukuyenda bwino kwambiri, zomwe zinachititsa kuti pakhale kuwonjezeka kwakukulu kwa ndalama zopangira.Nthawi yomweyo, mbali yofunikira idakhudzidwa ndi kutsika kwachuma padziko lonse lapansi ndi COVID-19, ndipo phindu limatsika nthawi ndi nthawi.
Phindu inversion
Polypropylenendi utomoni wachiwiri waukulu kwambiri wopangira zinthu zonse, womwe umatenga pafupifupi 30% ya utomoni wonse womwe umamwa.Imawerengedwa kuti ndi mtundu wodalirika kwambiri pakati pa ma resin asanu akuluakulu opangira.Makampani a polypropylene amakhudza madera osiyanasiyana, monga magalimoto, zida zapakhomo, zamagetsi, zonyamula, zomangira ndi mipando.
Pakali pano, mphamvu yopanga mafuta opangidwa ndi polypropylene imakhala pafupifupi 60% ya mphamvu yonse yopanga polypropylene.Kusinthasintha kwamitengo yamafuta amafuta kumakhudza kwambiri mtengo wa polypropylene komanso msika wamaganizidwe.Kuyambira 2022, mitengo yamafuta padziko lonse lapansi yakwera kwambiri m'zaka zaposachedwa chifukwa cha zinthu zingapo.
M'zaka zitatu zoyambirira za chaka chino, chifukwa cha kukwera mtengo ndi kutsika kwa msika, phindu la mabizinesi a PP linali lopanikizika.
Pa Okutobala 29, Donghua Energy idatulutsa lipoti lake kwa kotala lachitatu la 2022, ponena kuti ndalama zogwirira ntchito za kampaniyo m'magawo atatu oyamba zinali 22.009 biliyoni ya yuan, ndikukula kwa chaka ndi 2.58%;Phindu lochokera kwa omwe akugawana nawo kampaniyo linali 159 miliyoni yuan, kutsika kwapachaka ndi 84.48%.Kuphatikiza apo, pa Okutobala 27, lipoti lachitatu la 2022 lotulutsidwa ndi Maohua Shihua lidawonetsa kuti kampaniyo idapeza ndalama zogwirira ntchito za yuan biliyoni 5.133 m'magawo atatu oyamba, kuwonjezeka kwachaka ndi 38.73%;Phindu lazachuma lomwe kampani ya makolo lidapeza linali 4.6464 miliyoni yuan, kutsika kwapachaka ndi 86.79%.M'magawo atatu oyambirira a chaka chino, Sinopec Shanghai idapeza ndalama zogwiritsira ntchito 57.779 biliyoni ya yuan, kutsika kwa chaka ndi 6.60%.Phindu lochokera kwa omwe adagawana nawo kampaniyi inali 2.003 biliyoni ya yuan, yomwe idasinthidwa kuchoka ku phindu kupita kukutaika chaka ndi chaka.
Mwa iwo, Donghua Energy adanena kuti m'magawo atatu oyambirira a chaka chino, phindu la kampaniyo linatsika ndi 842 miliyoni yuan, kapena 82.33%, poyerekeza ndi nthawi yomweyi chaka chatha, makamaka chifukwa: mbali imodzi, yokhudzidwa ndi COVID. -19, kuchuluka kwa magwiridwe antchito a mafakitale akumunsi kunali kosakwanira, ndipo kufunikira kwa ma terminal kunatsika;Komano, akhudzidwa ndi mmene zinthu Ukraine, mtengo wa zipangizo ananyamuka.
Kuwonjezeka kwa mpikisano
Pakali pano, Donghua Energy lakwaniritsa mphamvu propylene kupanga matani miliyoni 1.8/chaka ndi polypropylene kupanga mphamvu pafupifupi 2 miliyoni matani/chaka;Akukonzekera kuwonjezera matani 4 miliyoni a polypropylene ku Maoming ndi malo ena m'zaka zisanu zikubwerazi.
Sun Chengcheng, wochokera ku Longzhong Information, adanena kuti poyang'ana kukula kwa mphamvu za polypropylene, kuwonjezeka kwa mphamvu za ntchito zoyenga zophatikizira mankhwala kudzawonjezereka pambuyo pa 2019. Kuphunzira kwakukulu, kusintha kwa kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe kake. .
Ndizofunikira kudziwa kuti 2022 ikadali chaka chachikulu pakukulitsa kupanga polypropylene.Zimphona zambiri zalowa mumakampani a polypropylene, kapena kuchuluka kwa ndalama pamaziko amakampani oyambira.Ngakhale kuti kukula kwachulukira kumachepa chifukwa cha ndondomeko ya "dual carbon", zikhoza kudziwika kuti kukhazikitsidwa kwenikweni kwa polojekitiyi kukukwaniritsidwabe.
Shanghai Petrochemical idati chiwopsezo cha kutsika kwachuma padziko lonse lapansi chinakwera theka lachiwiri la chaka, ndipo kukula kwachuma ku China kukuyembekezeka kuyambiranso ndikukhalabe pamlingo woyenera.Ndi kuyambiranso kwa kufunikira, kukula kosasunthika ndi mfundo zina, kufunikira kwa magalimoto, malo ogulitsa nyumba, zida zapakhomo ndi magawo ena akuyembekezeka kuwonjezeka.Zikuyembekezeka kuti kufunikira kwapakhomo kwamafuta oyengedwa bwino ndi mankhwala kuchira, kutumiza kwamitengo yamakampani a petrochemical kudzakhala kosalala, ndipo momwe ntchito yonseyi ikuyendera zikhala bwino.Koma nthawi yomweyo, chifukwa chakuchulukirachulukira kwamitengo yamafuta padziko lonse lapansi komanso kutulutsidwa kwapakati pakuyenga m'nyumba ndi mphamvu zama mankhwala, kukakamizidwa kwa kampaniyo kuchulukirachulukira.
Sun Chengcheng akukhulupirira kuti mu theka lachiwiri la chaka, kukwera kwa mphamvu zamabizinesi kwakwera kwambiri.Zikuyembekezeka kuti mphamvu yatsopanoyi ikhala pafupifupi matani 4.7 miliyoni, ndipo mphamvu zopanga zikuyembekezeka kukwera kwambiri chaka ndi chaka.Pofika kumapeto kwa chaka, mphamvu yokwanira yopanga polypropylene idzapitirira matani 40 miliyoni.Kuchokera kumalo opangira mapangidwe, mphamvu zatsopano zidzatulutsidwa kwambiri m'gawo lachinayi, ndipo kukula mofulumira kwa mphamvu kapena chiopsezo chowonjezereka chidzatsogolera ku mpikisano wochuluka wa msika.
Pansi pa izi, mabizinesi a polypropylene ayenera kukula bwanji?Sun Chengcheng adanenanso kuti, choyamba, kufulumizitsa chitukuko cha zinthu zatsopano, kugwiritsa ntchito njira yosiyanitsira, ndikupanga zipangizo zapadera zokhala ndi mtengo wowonjezera kuti zilowe m'malo mwa katundu wa kunja ndi njira yokhayo yopewera mpikisano wamtengo wapatali mu Nyanja Yofiira.Chachiwiri ndikukonza dongosolo lamakasitomala.Kwa ogulitsa, ndikofunikira kukulitsa dongosolo lamakasitomala pang'onopang'ono, kukulitsa kuchuluka kwa malonda achindunji, kuwonetsetsa kukhazikika kwa njira zogulitsira, ndikupanga mwamphamvu makasitomala omaliza a fakitale, makamaka makasitomala omwe ali ndi chiwonetsero chamakampani kapena chiwongolero chamakampani.Izi sizimangofunika kuti ogulitsa azikhala ndi zinthu zapamwamba kwambiri, komanso amayenera kukonza mapulani otsatsa komanso kuthandizira mfundo zotsatsira zofananira malinga ndi mawonekedwe a kasitomala.Chachitatu, mabizinesi ayenera kuchita bwino popanga njira zotumizira kunja, kusankha malo ogulitsira angapo, kuchepetsa kutchova njuga, komanso kupewa kukulitsa mpikisano wamitengo yotsika.Chachinayi, nthawi zonse tiyenera kukhala okhudzidwa kwambiri ndi zofuna za ogula.Makamaka kuyambira kufalikira kwa COVID-19, kusintha kwa kufunikira kwabweretsa kusintha kwakukulu pamachitidwe ogula pamsika.Mabizinesi opanga ndi magulu ogulitsa amayenera kukhalabe ndi chidwi chofuna kusintha, kutsatira momwe msika ukuyendera ndikupanga zinthu mwachangu.
Kusalinganika pakati pa kuperekedwa ndi kufuna
Komabe, mosiyana ndi momwe zinthu zilili panopa, chidwi chandalama cha mafakitale a polypropylene sichinasinthe.
Pakali pano, Donghua Energy lakwaniritsa mphamvu propylene kupanga matani miliyoni 1.8/chaka ndi polypropylene kupanga mphamvu pafupifupi 2 miliyoni matani/chaka;Akukonzekera kuwonjezera matani 4 miliyoni a polypropylene ku Maoming ndi malo ena m'zaka zisanu zikubwerazi.Pakati pawo, 600,000 t / a PDH, 400,000 t / a PP, 200,000 t / synthetic ammonia ndi zipangizo zothandizira zikumangidwa ku Maoming Base, zomwe zikuyembekezeka kumalizidwa ndikugwira ntchito kumapeto kwa 2022;Chigawo chachiwiri cha 600000 t / a PDH ndi ma seti awiri a 400000 t / a PP kuunika mphamvu ndi zizindikiro zowonongeka zachilengedwe zapezedwa.
Malinga ndi ziwerengero za Jin Lianchuang, kuyambira 2018 mpaka 2022, mphamvu yopanga polypropylene yaku China ikuwonetsa kukula kosalekeza, ndikukula kwa 3.03% mpaka 16.78% m'zaka zisanu zaposachedwa, komanso kukula kwapachaka kwa 10,27%.Kukula mu 2018 kunali 3.03%, otsika kwambiri m'zaka zisanu zapitazi.Chaka chokwera kwambiri ndi 2020, ndikukula kwa 16.78%.Mphamvu zatsopano m'chaka chimenecho ndi matani 4 miliyoni, ndipo kukula kwa zaka zina kumaposa 10%.Pofika mu Okutobala 2022, kuchuluka kwa polypropylene ku China kudzafika matani 34.87 miliyoni, ndipo mphamvu yatsopano ya polypropylene ku China idzakhala matani 2.8 miliyoni pachaka.Palinso mphamvu zatsopano zomwe zikuyembekezeka kukhazikitsidwa kumapeto kwa chaka.
Sinopec Shanghai adati mu theka lachiwiri la chaka, chiwopsezo cha kutsika kwachuma padziko lonse lapansi chinakwera, ndipo kukula kwachuma chakunyumba kukuyembekezeka kuyambiranso ndikukhalabe pamlingo woyenera.Ndi kuyambiranso kwa kufunikira, kukula kosasunthika ndi mfundo zina, kufunikira kwa magalimoto, malo ogulitsa nyumba, zida zapakhomo ndi magawo ena akuyembekezeka kuwonjezeka.Zikuyembekezeka kuti kufunikira kwapakhomo kwamafuta oyengedwa bwino ndi mankhwala kuchira, kutumiza kwamitengo yamakampani a petrochemical kudzakhala kosalala, ndipo momwe ntchito yonseyi ikuyendera zikhala bwino.Koma nthawi yomweyo, chifukwa chakuchulukirachulukira kwamitengo yamafuta padziko lonse lapansi komanso kutulutsidwa kwapakati pakuyenga m'nyumba ndi mphamvu zama mankhwala, kukakamizidwa kwa kampaniyo kuchulukirachulukira.
Teng Meixia amakhulupirira kuti mu 2023,msika wa polypropyleneidzalowa mumtundu watsopano wokulitsa mphamvu, ndipo msika ukuyembekezeka kuwonjezeka kwambiri;Nthawi yomweyo, kufunikira kwapakhomo kwawonetsa chizolowezi chakukula kwaulesi chifukwa cha zinthu zosiyanasiyana.Nthawi yomweyo, mliri wapadziko lonse wa COVID-19 ukubwerezedwa, ndipo kufunikira kukuyembekezeka kufookeratu.Potengera izi, msika wa polypropylene pang'onopang'ono ulowa m'malo osakwanira komanso kufunikira kokwanira, ndipo pafupifupi mitengo ya polypropylene idzatsika mu 2023.
Malinga ndi kuneneratu kwa Teng Meixia, pambuyo pa Chikondwerero cha Spring cha 2023, msika ulowa munyengo yofunikira kwambiri, ndipo msika wa PP ukhoza kupitilirabe kutsika chaka chonse.Kuyambira Marichi mpaka Meyi, mabizinesi ena adakonza zokonza kapena kukulitsa malingaliro amsika, ndipo msika ukhoza kukwera nthawi zina.Kuyambira June mpaka July, kufunika kunali kochepa kwambiri ndipo mtengo wake unali wotsika kwambiri.Kuyambira pakati ndi kumapeto kwa August, msika wa PP wayamba kutentha pang'onopang'ono.Zotsatira za "golide zisanu ndi zinayi ndi siliva khumi" zidzabweretsa ubwino wa zofuna mu theka lachiwiri la chaka, kusunga malo apamwamba.Zikuyembekezeka kuti nsonga yachiwiri mchaka ikhalabe mu Seputembala mpaka Okutobala.Kuyambira Novembala mpaka Disembala, ndikubwera kwa Chikondwerero cha E-commerce, kuchuluka kwambiri kumatha kuthamangitsidwa kuti akwaniritse maudindo, koma msika udzakhala wovuta kukwera komanso kugwa mosavuta munthawi yonseyi ngati palibe zabwino zambiri. nkhani zolimbikitsa.
Malingaliro a kampani JinDun Chemicalyadzipereka pakukula ndi kugwiritsa ntchito ma monomers apadera a acrylate ndi mankhwala apadera abwino okhala ndi fluorine.JinDun Chemical ali ndi mafakitale opangira OEM ku Jiangsu, Anhui ndi malo ena omwe agwirizana kwazaka zambiri, akupereka chithandizo cholimba kwambiri pakupanga makonda amankhwala apadera.JinDun Chemical amaumirira kuti apange gulu lokhala ndi maloto, kupanga zinthu mwaulemu, mosamala, mosamalitsa, ndikupita kukakhala bwenzi lodalirika komanso bwenzi lamakasitomala!Yesani kupangazida zatsopano zamakinakubweretsa tsogolo labwino kudziko
Nthawi yotumiza: Dec-01-2022