nūhou

[Introduction] : I kēia mau lā, ʻike ʻia ka ʻokoʻa kumukūʻai ma waena o ka aila a me ka lanahu ma ke komohana hema o Kina, ʻo 300-400 yuan / ton ka ʻokoʻa;A ua hōʻemi ka ʻaila a me ka lanahu laina laina, ʻaʻohe kumu kūʻai.Me ka piʻi ʻana o ka ʻokoʻa kumukūʻai, ua loli pū ka mākeke o nā ʻoihana kūloko.He aha nā loli i loaʻa i ka māhele mākeke o nā ʻano polyethylene?

I ka makahiki 2022, hōʻike ke kumukūʻai kiʻekiʻe ma ke komohana hema o Kina i kahi ʻano "W".I kēia mau lā, ua hāʻule nui ke kumukūʻai.ʻO ke kumu kūʻai haʻahaʻa he 10250 yuan / ton, ma kahi o 18% haʻahaʻa ma mua o ke kumukūʻai kiʻekiʻe o kēia makahiki.ʻO ke kiʻi kiʻi ʻoniʻoni kiʻekiʻe kiʻekiʻe i ka mākeke komohana hema ka nui o CNPC a me Shenhua kiʻekiʻe kiʻekiʻe.Me ka hoʻonui ʻia ʻana o ka ʻaila a me ka lanahu kiʻekiʻe ke kumu kūʻai, ua loli pū ka māhele mākeke.

ʻO Malaki ka mahina hana kiʻekiʻe o Zhejiang Petrochemical.ʻO ka mana hana kiʻekiʻe o Zhejiang Petrochemical he 400,000 tons / makahiki, he hopena koʻikoʻi i ke kumukūʻai mākeke.I mea e hoʻopaʻa ai i ka māhele mākeke, hāʻule nui ke kumukūʻai o Shenhua Group.Iune a me Iulai, hōʻike ākea laina laina a me ke kiʻekiʻe kumu kūʻai emi, ke au o ka lehulehu ola kino hanana o ka fermentation, e like me nawaliwali downstream koi kauoha ma mua o na makahiki i hala, i ka auina la bearish hihia, lanahu hui i kiʻekiʻe puʻe oi haʻahaʻa kumu kūʻai i ka puke. hāʻawi mua ʻia, a ke kū nei ke kumu kūʻai o ka aila maʻemaʻe ma kahi o $100 o ka barela, ʻōnaehana kumukūʻai aila i kākoʻo ʻia e ka ʻokoʻa o ka ʻaila ma waena o ka lanahu, Ma 300-400 yuan/ton.Mai kēia manaʻo, me ka ʻokoʻa o ka ʻaila a me ka lanahu kiʻekiʻe o ke kumukūʻai ʻokoʻa, ʻo ka ʻāpana mākeke kiʻekiʻe ma ke komohana hema o Kina ʻo Shenhua Xinjiang a me Shenhua Yulin.

Mai Iune, ua hāʻule nui ke kumukūʻai.A hiki i kēia manawa, ʻo ka laina haʻahaʻa he 7850 yuan/ton, ʻo ia ka mea ma kahi o 13% haʻahaʻa ma mua o ke kiʻekiʻe.ʻO ka emi ʻana o ka laina ma Iune ua like ia me ka Figure 1. Mai ka manaʻo o ka ʻokoʻa o ka ʻaila a me ka laina lanahu, ʻo ka ʻokoʻa o ka aila a me ka lanahu laina kumu kūʻai ma kahi o 50-100 yuan / ton, i Iulai, ka ʻaila a me ʻokoʻa ke kumu kūʻai lanahu, ʻaʻole ka ʻokoʻa.ʻO nā ʻoihana i lalo o ka laina laina ma ka mākeke komohana hema ka nui o ka paʻi kiʻiʻoniʻoni, ʻo ka manawa kiʻiʻoniʻoni plastik ka mea nui i ka hapaha ʻehā a me ka hapaha mua, ʻaʻole kākoʻo ikaika ke koi hou.Ma ke ano o ka lako, me ka hana ana o Yulin Chemical a me Tarim Petrochemical, ua mahuahua nui ka aila ma ke komohana hema o Kina, a ua mahuahua iki ka makeke o ka aila, oiai ka lanahu-aole laina. kumukūʻai maikaʻi i kēia manawa, a ua emi nui ka mākeke.

ʻO ka mākeke haʻahaʻa haʻahaʻa ma ke komohana hema o Kina ke kumu nui i ka hana ʻaila.He kiʻekiʻe a ikaika ke kumukūʻai kiʻi haʻahaʻa haʻahaʻa, a ʻo ke kumukūʻai kiʻekiʻe he 10,000 yuan / ton.Ma hope o ke kaha kiʻi uea haʻahaʻa a me ka paipu haʻahaʻa haʻahaʻa, ʻo ke kumukūʻai kiʻekiʻe loa he 9750 yuan/ton, 9600 yuan/ton;He haʻahaʻa haʻahaʻa haʻahaʻa haʻahaʻa haʻahaʻa haʻahaʻa haʻahaʻa haʻahaʻa haʻahaʻa haʻahaʻa, ʻo ka mea kiʻekiʻe loa i ka makahiki he 9400 yuan/ton, 8800 yuan/ton.I ka mahina o Iune, ua hui pū ʻia ka manawa noi haʻahaʻa me ka mana o ka mahana wela, me ke kākoʻo koi koʻikoʻi o ke kiʻi ʻoniʻoni haʻahaʻa haʻahaʻa, ua hōʻike ʻia nā ʻano like ʻole o ka emi ʻana.ʻO ke kumukūʻai haʻahaʻa haʻahaʻa haʻahaʻa haʻahaʻa, hoʻoheheʻe ʻia, paipu, ʻo ke kumukūʻai ma kahi o 8300-8400 yuan / ton.

Wahi a nā ʻano like ʻole, ʻo ka mākeke o nā paipu haʻahaʻa haʻahaʻa ka nui o CNPC 100N a me Tarim 23050, a ʻo nā kumu waiwai o nā paipu haʻahaʻa haʻahaʻa a me nā kumu kūʻai kiʻekiʻe ma ka mākeke nā huahana āpau o nā ʻoihana CNPC.I kēia mau lā, ʻoi aku ka kiʻekiʻe o nā ʻoihana paipu i lalo i ka wela a me ka ua, a ʻoi aku ka kiʻekiʻe o ke kumukūʻai paipu a me ka ukana o Yan 'an Neng Chemical a me Kina-Korea Petrochemical ma mua o ke kumu kūʻai o ka paipu ma ke komohana hema, no laila ʻoi aku ka nui o ka mākeke. ʻO ka paipu haʻahaʻa haʻahaʻa ka nui o nā ʻoihana petrochina.

ʻO ke kiʻi ʻoniʻoni haʻahaʻa haʻahaʻa, me ke kumu kūʻai lawe mai o ka hoʻemi nui ʻana o ka nui o ka lawe ʻana mai, ua hāʻule pū ka mākeke hema hema i ke koi haʻahaʻa haʻahaʻa.I kēia manawa, ʻo ke kumukūʻai o ke kiʻi haʻahaʻa haʻahaʻa Lotte 7000F ma kahi o 9000 yuan/ton.ʻO ka hapa nui o nā ʻoihana i lalo me ka hui pū ʻana o nā huahana i lawe ʻia mai a me nā huahana kūloko.Ke piʻi aʻe ke kumukūʻai lawe mai, e emi pū ana ka hoʻohui ʻana, a e piʻi aʻe ke koi no ke kiʻi haʻahaʻa haʻahaʻa kūloko.I kēia manawa, ʻo Dushanzi 6095H a me Daqing Petrochemical 6097 nā kiʻi ʻoniʻoni haʻahaʻa haʻahaʻa, a ʻo Chuanhua 9453 a me Xibur 10500 nā kiʻiʻoniʻoni haʻahaʻa haʻahaʻa.Mai ka hiʻohiʻona o ka mākeke kiʻiʻoniʻoni haʻahaʻa haʻahaʻa, ʻo ia nō ke kūlana nui o ka mākeke i noho ʻia e nā ʻoihana petrochina.

Ma ke ʻano o ke kaha kiʻi uea haʻahaʻa, ka haʻahaʻa haʻahaʻa haʻahaʻa a me ka haʻahaʻa haʻahaʻa haʻahaʻa hoʻoheheʻe ʻia, haʻahaʻa haʻahaʻa kiʻi uea haʻahaʻa i emi ke koi ma ke komohana hema o Kina.I kēia manawa, ʻo ia ka nui o Lanhua 5000S i hoʻokaʻawale ʻia e ka petrochina, nona ka lako lako a me ka hoʻolohi lohi.Ma ka olelo o ka haʻahaʻa puʻe puʻe, Dushanzi Petrochemical a me Kina-Korea Petrochemical 5502, Dushanzi Petrochemical lako paʻa kumu kūʻai mea haʻahaʻa, aila noho i ka nui makeke mahele i loko o ka haʻahaʻa puʻe puʻu market;ʻO nā huahana hoʻoheheʻe haʻahaʻa haʻahaʻa he 8008T o Dushanzi Petrochemical a me Tarim Petrochemical, a ukali ʻia e nā huahana hoʻoheheʻe ʻia o nā ʻoihana hana lanahu.

I ka hopena, ma ka mākeke komohana hema, i ka hoʻohui ʻana i ka hana lanahu kiʻekiʻe, ʻo nā ʻāpana mākeke o ka haʻahaʻa haʻahaʻa a me nā huahana linear nā ʻoihana CNPC āpau.Ma waena o lākou, ʻo Yulin Chemical a me Talimu Petrochemical nā mea hana hydrocarbon māmā.ʻAʻole ʻoi aku ka maikaʻi o ke kumukūʻai o ka hana ʻana i ka polyethylene mai ke kinoea shale ma mua o ka hana ʻana i ka olefin mai ka lanahu.Manaʻo ʻia ʻaʻole e piʻi aʻe ka mākeke o ka lanahu-to-polyethylene ma ke komohana hema o Kina i ka hapa ʻelua o ka makahiki.