Insimbi yonyaka omusha isizokhala.Uma sibheka emuva ngo-2021, imbangela yobhubhane oluphindaphindiwe, ukukhuphuka kwezindleko zempahla eluhlaza, kanye nenqubomgomo yokulawula kabili yaseChina ekusetshenzisweni kwamandla, uchungechunge lwezimboni zenayiloni lube nomthelela.Ingcindezi ekusebenzeni kwebhizinisi ayinalutho, futhi ingcindezi yokuncintisana embonini yamakhemikhali nendwangu kanye ne-chemical fiber ayinakugwenywa.Umdlalo phakathi komfula okhuphukayo kanye nozansi nomfula, izimbangi zontanga ubulokhu unolaka kakhulu.
Kodwa okumangazayo ukuthi ekupheleni konyaka, i-CPL kanye nezitshalo zama-chip bezilokhu zisebenza kahle ngezinga eliphezulu lokusebenza kanye nesilinganiso senzuzo esihle uma kuqhathaniswa, esingase siqhubeke kuze kube ngemva koMkhosi Wasentwasahlobo.
I-CPL kanye nezitshalo ze-chip zigcina isitokwe esiphansi, izinga eliphezulu lokugijima kanye nenzuzo ephezulu ekupheleni kuka-2021
Sishilo embikweni wemibono”I-CPL & PA6 ifaka ibhalansi ngasekupheleni kuka-2021”ishicilelwe ekupheleni kukaNovemba ukuthi izitshalo ze-CPL ne-nylon 6 chip zizoqhubeka zikhuphule izinga lazo lokusebenza futhi iphethini yesidingo sokuhlinzekwa izongena esikhathini sokulinganisa kabusha.Ngaphezulu kwenyanga eyodwa, ukusebenza kwangempela kwe-CPL kanye nezitshalo ze-nylon 6 chip kufakazele lo mkhuba, futhi ngokumangalisayo,kokubili i-CPL ne-chip inventory igcinwa iphansi, futhi umkhawulo wenzuzo ku-CPL nezixhumanisi ze-nylon 6 chip zisalungile.
Kunezizathu ezimbili ezisekela umphumela ongenhla.
Okokuqala, izigayo ze-chip downstream bezibambe ubuncane bezitokwe ze-polymer ngoNovemba, futhi zaziphinde zisebenze kakhulu ngoDisemba, lapho imakethe ifika phansi futhi yaphinde yagcwala futhi izitshalo ze-chip zakhuphula izinga lokusebenza.
Okwesibili, ukusebenza kwezitshalo ze-CPL akuzange kube bushelelezi ngoDisemba.Abahlinzeki abakhulu okuhlanganisa i-Luxi Chemical, i-Hualu Hengsheng, i-Hubei Sanning kanye ne-Sinopec Baling Hengyi bashintshane ngokuvala noma ukusika umkhiqizo enyangeni futhi kwabangela ibhalansi eqinile emakethe ye-CPL.
Amazinga aphezulu okusebenza:
Ishadi elingenhla libonisa amanani okusebenza e-CPL kanye nezitshalo ze-nylon 6 ze-chip, zombili ezikhuphuke ngokusobala ngoNovemba-Disemba 2021.
Izitshalo ze-CPL manje sezisebenza ngesilinganiso esingama-75%, okungesona izinga eliphezulu emlandweni.Kodwa-ke, uma kucatshangelwa ukuthi i-Haili Chemical (400kt/year), i-Inner Mongolia Kingho (100kt/year), kanye ne-Sinopec Shijiazhuang Refinery (100kt/ngonyaka) ivaliwe ngenxa ye-force majeure, futhi iningi lezinye izitshalo lisebenza ngokuphezulu kakhulu. amanani.
Izinga lokusetshenziswa kwezitshalo ze-nylon 6 chip belilokhu likhuphuka kakhulu phakathi noNovemba noDisemba, likhuphuka lisuka ku-61% laya ku-76%, ikakhulukazi njengoba izitshalo ze-nylon 6 ezivamile zokuphotha zikhuphule isilinganiso sazo sokugijima sisuka ku-57% ekupheleni kuka-Okthoba saya ku-79% kuze kube manje. ekupheleni kukaZibandlela, futhi ngesikhathi esifanayo lezo zenayiloni eziyisi-6 zezitshalo ze-high-speed chip chip zikhuphuke ngokulingene zisuka ku-66% zaya ku-73%.
Umkhawulo wenzuzo ephezulu:
Abakhiqizi be-Caprolactam bajabulele inzuzo eningi engxenyeni yesibili yonyaka njengoba intengo isakazeka ne-benzene ikhula ngokuqhubekayo.
Njengoba kuxoxiwe ekuqondeni kwangaphambili "Inzuzo enkulu enayiloni engu-6 CS chip iyasimama noma cha”, abahlinzeki bemishini yokuphotha enayiloni 6 abajwayelekile bebejabulela inzuzo enkulu ngekota yesine ka-2021. Inayiloni 6 ye-high-speed spinning chip plant'margin ayishintshile ngenxa yokulinganisa okuzinzile okusekelwe esivumelwaneni senkontileka ye-CPL.
Ngaphambi kwe-CNY, i-CPL ingase igcine ibhalansi eqinile, inkambiso yentengo igcina iqinile
Ngokusekelwe kulezi zimo ezibalulwe ngenhla, sibheke ngabomvu uMkhosi Wasentwasahlobo (uphela ngoJanuwari kuya ekuqaleni kukaFebhuwari).
Okokuqala, ngokusekelwe esitokweni esiphansi kanye nenzuzo ephezulu, izitshalo ze-nylon 6 chip zingaqhubeka nezinga eliphezulu lokusebenza futhi zibuyisele kabusha i-CPL ngokumaphakathi ngoJanuwari 2022.Kusenokungaqiniseki okuthile ngesikhathi samaholide, njengokuphathwa kwesitoko, ukuguquguquka kwentengo ngemuva kweholide kanye nesidingo ngaphansi kwalolu bhubhane.Kepha isu lokusebenza lezitshalo ze-polymer liqinisekile kuze kube manje, ukuthi zizoqhubeka nokusebenza okungenani ngezinga eliphezulu lamanje, futhi zingathanda ukugcwalisa i-caprolactam ngaphambi koMkhosi Wasentwasahlobo ka-2022, njengoba ama-Olimpiki Wasebusika waseBeijing nesimo sezulu esibandayo eNyakatho neChina kungakhawulela. phansi ukukhiqizwa kwe-CPL kanye nempahla.Ukuze kuqinisekiswe ukutholakala kwe-feedstock, izitshalo ze-polymer kungenzeka zilungiselele i-CPL eyanele ngaphambi kwamaphakathi noJanuwari.
Ukwengeza, uma izinga lokusebenza kwe-nylon 6 chip plant lifakwe ku-76%, futhi izitshalo ze-CPL ziqhubeka nokusebenza cishe ku-78%, imakethe ye-CPL isangaphansi kwebhalansi eqinile uma kubhekwa amandla azo asebenzayo.Ngakho-ke kunzima ukuthi i-inventory ye-CPL iqongelele.
Okwesibili, imakethe kawoyela ongahluziwe ekhuphuka nomfula ne-benzene isesikhathini se-bullish, futhi kukhona ingcindezi ephansi evela ekuthengisweni kwe-benzene eyanele ngoJanuwari, ingase ingathwesi intengo ye-benzene kakhulu.Ukwehla okumaphakathi kwe-benzene kungase kungenzi imakethe ye-CPL ibe phansi, eyisisekelo esihle.
Okwesithathu, ngokombono wengqondo, ithonya le-bearish langaphambilini liyehla.Ukwehla kwe-CPL phakathi no-Okthoba-Novemba 2021 kwaba ngezinga elithile kuthonywe izindaba zamakhono amasha azayo, ezithinte isimo sengqondo sabadlali ngaleso sikhathi, ikakhulukazi ngaphambi kokukhishwa kwabo.Kodwa ngemva kwesikhathi esithile sokusebenza, imikhiqizo evela ezitshalweni ezintsha iye yazuza ikhwalithi eqinile kanye nesimo samanani esifanele emakethe, futhi ithonya layo esimweni sengqondo liyehla.Kusukela kuleli phuzu lokubuka, ithonya le-bearish lamakhono amasha e-CPL liwela phansi.
Ngakho-ke, ngamafuphi, imakethe ye-CPL ingase igcine inzuzo ephezulu kanye nesimo sokusungula esiphansi ngaphambi koMkhosi Wasentwasahlobo ka-2022, futhi ingase inikeze isisekelo esiqinile semakethe ye-polymer engezansi.
Kusuka ku-Chinatexnet.com
Isikhathi sokuthumela: Jan-04-2022