Yakakanganiswa nemitengo yakakwira, kushayiwa kusimba uye zvimwe zvinhu, kushanda kwemakambani akanyorwa muindasitiri yepolypropylene (PP) muzvikamu zvitatu zvekutanga zvegore rino hakuna tariro.
Pakati pavo, Donghua Energy (002221. SZ), iyo yakatsunga kuva mugadziri mukuru wezvinhu zvitsva zve polypropylene muChina, yakanga ine mari yekushanda ye 22.09 bhiriyoni yuan muzvikamu zvitatu zvekutanga, kusvika 2.58% gore negore;Mubairo wemubairo wakapihwa nevaridzi vekambani yakanyorwa yaive 159 miriyoni yuan, gore-pa-gore kudzikira kwe84.48%.Pamusoro pezvo, Shanghai Petrochemical (600688. SH) yakaona kurasikirwa kwepurofiti kwaikonzerwa nekambani yevabereki ye2.003 bhiriyoni yeyuan muzvikamu zvitatu zvekutanga, iyo yakatamiswa kubva mupurofiti kuenda mukurasikirwa pagore negore;Maohua Shihua (000637. SZ) akaziva purofiti inoenderana nekambani yevabereki ye4.6464 miriyoni yeyuan, gore negore kudzikira kwe86.79%.
Kana zviri zvezvikonzero zvekudzikira kwemubereko, Donghua Energy yakati nekuda kwekusagadzikana kwegeopolitical, mutengo wezvigadzirwa wakaramba uchishanda pamwero wepamusoro, zvichikonzera kuwedzera kukuru kwemitengo yekugadzira.Panguva imwecheteyo, rutivi rwekudiwa rwakakanganiswa nekudzikira kwehupfumi hwenyika neCOVID-19, uye purofiti yakaramba nguva nenguva.
Profit inversion
Polypropylenendiyo yechipiri pakukura-chinangwa chekugadzira resin, inoverengera ingangoita 30% yehuwandu hwekudyiwa kwesynthetic resin.Inoonekwa seyakanyanya kuvimbisa akasiyana pakati pemashanu makuru ekugadzira resin.Indasitiri yePolypropylene inovhara nzvimbo dzakasiyana siyana, senge mota, midziyo yemumba, zvemagetsi, kurongedza, zvekuvakisa uye fenicha.
Parizvino, huwandu hwekugadzirwa kweoiri based polypropylene inosvika 60% yehuwandu hwekugadzira huwandu hwepolypropylene.Kuchinja kwemutengo wemafuta asina kuchena kune kukanganisa kukuru pamutengo wepolypropylene uye kufunga kwemusika.Kubva 2022, mitengo yemafuta epasi rose yakakwira kusvika pakakwirira mumakore achangopfuura nekuda kwezvikonzero zvakawanda.
Muzvikamu zvitatu zvekutanga zvegore rino, nekuda kwekudhura kwakanyanya uye kuderera kwemusika, purofiti yemabhizinesi ePP yaive pasi pekumanikidzwa.
Musi wa29 Gumiguru, Donghua Energy yakabudisa mushumo wayo wechikamu chechitatu che2022, ichitaura kuti mari yekushanda kwekambani muzvikamu zvitatu zvekutanga yaiva 22.009 bhiriyoni yuan, nekukura kwegore negore kwe2.58%;Mubairo wemubairo wakapihwa nevaridzi vekambani yakanyorwa yaive 159 miriyoni yuan, gore-pa-gore kudzikira kwe84.48%.Pamusoro pezvo, muna Gumiguru 27, mushumo wekota wechitatu we2022 wakabudiswa naMaohua Shihua wakaratidza kuti kambani yakawana mari yekushandisa ye5.Mari yemubairo yakapihwa kambani yevabereki yaive 4.6464 miriyoni yuan, gore-pa-gore kudzikira kwe86.79%.Muzvikamu zvitatu zvekutanga zvegore rino, Sinopec Shanghai yakawana mari yekushandisa inosvika 57.779 bhiriyoni yeyuan, kuderera kwegore negore ne6.60%.Mari yemubairo yakapihwa nevaridzi vekambani yakanyorwa yaive 2.003 bhiriyoni yuan, iyo yakashandurwa kubva mupurofiti kuenda mukurasikirwa pagore-pagore.
Pakati pavo, Donghua Energy yakataura kuti muzvikamu zvitatu zvekutanga zvegore rino, purofiti yekambani yakadzikira nemamiriyoni mazana masere nemakumi masere nemaviri, kana 842 miriyoni, kana 82.33%, zvichienzaniswa nenguva yakafanana gore rapfuura, kunyanya nekuti: kune rumwe rutivi, yakakanganiswa neCCIDID. -19, chiyero chekushanda kwemafekitari ezasi chaive chisina kukwana, uye kudiwa kwekupedzisira kwakadonha;Kune rumwe rutivi, zvakakanganiswa nemamiriro ezvinhu muUkraine, mutengo wezvinhu zvakasvibiswa wakasimuka.
Kuwedzera kukwikwidzana
Parizvino, Donghua Energy yakawana simba rekugadzira propylene remamiriyoni 1.8 ematoni / gore uye polypropylene kugadzirwa kweanoda kusvika 2 miriyoni matani / gore;Yakarongwa kuwedzera mamwe mamirioni mana ematani epolypropylene kugona muMaoming nedzimwe nzvimbo mumakore mashanu anotevera.
Sun Chengcheng, kubva kuLongzhong Information, akataura kuti kubva pakuona kwe polypropylene kuwedzera simba, kuwedzera kwesimba rekunatsa mapurojekiti ekubatanidza makemikari kuchakurumidza mushure megore ra2019. Nekuda kwehukuru hwekunatsa mapurojekiti ekubatanidza makemikari, zvigadzirwa zvakakwana zvemaindasitiri, pesvedzero yemusika nekukurumidza uye kuvharika kwakafara, shanduko yemhando yekugovera inounzwa nekuwedzera ichave nemhedzisiro iri pachena pamusika wechinyakare wekugovera, uye makwikwi emusika acharamba achiwedzera, Iyo yemumba polypropylene indasitiri ichapinda munhanho yekubatanidzwa kukuru kwekupona kweakasimba kwazvo. .
Zvakakosha kucherechedza kuti 2022 ichiri gore guru rekuwedzera kwekugadzirwa kwepolypropylene.Mazhinji mahofori akapinda muindasitiri yepolypropylene, kana kuwedzera mari pahwaro hweindasitiri yekutanga.Kunyange zvazvo kuwedzera kwekukura kwakaderera pasi pesimba re "dual carbon" mutemo, zvinogona kufanotaurwa kuti kushandiswa kwechokwadi kweprojekti kuchiri kuzadzikiswa.
Shanghai Petrochemical yakataura kuti njodzi yekuderera kwehupfumi hwepasi rose yakakwira muhafu yechipiri yegore, uye kukura kwehupfumi hweChina kunotarisirwa kupora uye kuramba kuri mukati mechikamu chinonzwisisika.Nekudzoreredza kwechido, kukura kwakasimba uye mamwe marongero, kudiwa kwemotokari, zvivakwa, midziyo yemumba nemimwe minda inotarisirwa kuwedzera.Zvinotarisirwa kuti kudiwa kwemumba kwemafuta akacheneswa uye zvigadzirwa zvemakemikari zvichapora, mutengo wekufambisa wepetrochemical indasitiri cheni uchave wakatsetseka, uye maitiro ese eindasitiri achave akanaka.Asi panguva imwecheteyo, nekuda kwekuwedzera kusanzwisisika kwemutengo wemafuta epasi rose uye kuburitswa kwepakati kwekunatswa kwemumba uye kugona kwemakemikari, kudzvanywa kwekambani kuchawedzera kuwedzera.
Sun Chengcheng anotenda kuti muhafu yechipiri yegore, kukurumidza kwekuwedzera kwemabhizinesi kwakakwidziridzwa.Zvinotarisirwa kuti hutsva huchave hunenge mamiriyoni 4.7 matani, uye huwandu hwekugadzira hunotarisirwa kuwedzera zvakanyanya gore negore.Pakupera kwegore, huwandu hwekugadzirwa kwepolypropylene huchapfuura mamiriyoni makumi mana ematani.Kubva padanho rekugadzira node, hutsva huchave huchaburitswa zvakanyanya mukota yechina, uye kukurumidza kukura kwesimba kana njodzi yekuwedzeredza kunotungamira kumakwikwi akanyanya emusika.
Pasi pemamiriro ezvinhu aya, mabhizinesi epolypropylene anofanira kukura sei?Sun Chengcheng akakurudzira kuti, kutanga, kukurumidzira kugadzirwa kwezvigadzirwa zvitsva, kushandisa nzira yekusiyanisa, nekugadzira zvinhu zvakakosha zvine kukosha kwakawedzerwa kutsiva zvinotengeswa kunze ndiyo nzira chete yekudzivisa kukwikwidza kwemitengo muGungwa Dzvuku.Chechipiri ndechekugadzirisa chimiro chevatengi.Kune vatengesi, zvinodikanwa kukwirisa zvishoma nezvishoma chimiro chevatengi, kuwedzera chikamu chekutengesa zvakananga, kuve nechokwadi kugadzikana kwekutengesa nzira, uye nesimba kuvandudza vatengi vefekitori, kunyanya vatengi vane indasitiri inomiririra kana indasitiri yekusimudzira.Izvi hazvingodi kuti vatengesi vave nezvigadzirwa zvemhando yepamusoro, asi zvinodawo kugadzirisa zvirongwa zvekushambadzira uye kutsigira hurongwa hwekushambadzira hunoenderana nehunhu hwevatengi.Chechitatu, mabhizinesi anofanirwa kuita basa rakanaka mukuvandudza nzira dzekutengesa kunze, kusarudza zvitoro zvakawanda, kuderedza kubhejera, uye kudzivirira kuwedzera makwikwi emitengo yakaderera.Chechina, isu tinofanirwa kugara tiine hunyoro hwepamusoro kune zvinodiwa nevatengi.Kunyanya kubva pakatanga COVID-19, shanduko yekuda yakaunza shanduko zhinji mumaitiro evatengi mumusika.Iwo mabhizinesi ekugadzira uye zvikwata zvekutengesa zvinofanirwa kugara zvichichengetedza kunzwisiswa kwekuda shanduko, kutevedzera kumhanya kwemusika uye nekushingairira kugadzira zvigadzirwa.
Kusaenzana pakati pekupa nezvinodiwa
Nekudaro, zvinopesana nemamiriro azvino eindastiri, kufarira kwekudyara kweindasitiri yemari yemapurojekiti epolypropylene kunoramba kusingachinji.
Parizvino, Donghua Energy yakawana simba rekugadzira propylene remamiriyoni 1.8 ematoni / gore uye polypropylene kugadzirwa kweanoda kusvika 2 miriyoni matani / gore;Yakarongwa kuwedzera mamwe mamirioni mana ematani epolypropylene kugona muMaoming nedzimwe nzvimbo mumakore mashanu anotevera.Pakati pavo, 600,000 t / a PDH, 400,000 t / a PP, 200,000 t / a synthetic ammonia uye zvivako zvinotsigira zviri kuvakwa muMaoming Base, inotarisirwa kupedzwa uye kuiswa mukushanda pakupera kwe2022;Chikamu chechipiri che600000 t / a PDH uye maviri seti ye400000 t / a PP simba rekuongorora uye zviratidzo zvekuongorora zvakatipoteredza zvakawanikwa.
Sekureva kwehuwandu hwaJin Lianchuang, kubva muna 2018 kusvika 2022, kugadzirwa kwepolypropylene yeChina kwakaratidza kuenderera mberi kwekukura, nekukura kwe3.03% kusvika 16.78% mumakore mashanu achangopfuura, uye avhareji yekukura kwepagore ye10.27%.Chiyero chekukura muna 2018 chaive 3.03%, chakaderera mumakore mashanu apfuura.Gore repamusoro ndere 2020, nekukura kwe16.78%.Hunhu hutsva mugore iroro matani mamiriyoni mana, uye mwero wekukura mune mamwe makore unopfuura 10%.Kubva muna Gumiguru 2022, huwandu hwepolypropylene muChina huchasvika 34.87 miriyoni matani, uye hutsva hwepolypropylene muChina huchave matani 2.8 miriyoni pagore.Pachine huwandu hutsva hunotarisirwa kuiswa mukugadzirwa mukupera kwegore.
Sinopec Shanghai yakataura kuti muhafu yechipiri yegore, njodzi yekuderera kwehupfumi hwepasi rose yakakwira, uye kukura kwehupfumi hwepamba kwaitarisirwa kupora uye kuramba kuri mukati mehumwe hunhu.Nekudzoreredza kwechido, kukura kwakasimba uye mamwe marongero, kudiwa kwemotokari, zvivakwa, midziyo yemumba nemimwe minda inotarisirwa kuwedzera.Zvinotarisirwa kuti kudiwa kwemumba kwemafuta akacheneswa uye zvigadzirwa zvemakemikari zvichapora, mutengo wekufambisa wepetrochemical indasitiri cheni uchave wakatsetseka, uye maitiro ese eindasitiri achave akanaka.Asi panguva imwecheteyo, nekuda kwekuwedzera kusanzwisisika kwemutengo wemafuta epasi rose uye kuburitswa kwepakati kwekunatswa kwemumba uye kugona kwemakemikari, kudzvanywa kwekambani kuchawedzera kuwedzera.
Teng Meixia anotenda kuti muna 2023,iyo polypropylene musikaichapinda mudenderedzwa idzva rekuwedzera kwesimba, uye kuwanikwa kwemusika kunotarisirwa kuwedzera zvakanyanya;Panguva imwecheteyo, kudiwa kwemba kwakaratidza maitiro ekukura kweusimbe nekuda kwezvikonzero zvakasiyana.Panguva imwecheteyo, denda repasi rose reCCIDID-19 rinodzokororwa, uye kudiwa kunotarisirwa kuwedzera kupera simba.Tichipesana nemamiriro ezvinhu aya, musika wepolypropylene unopinda zvishoma nezvishoma mumamiriro ekupa uye kuda kusaenzana, uye chiyero chemitengo yepolypropylene kazhinji chinodzikira muna 2023.
Zvinoenderana nekufanotaura kwaTeng Meixia, mushure meMutambo weChirimo wa2023, musika uchapinda mumwaka wakaderera, uye musika wePP unogona kuramba uchidzikira gore rese.Kubva munaKurume kusvika Chivabvu, mamwe mabhizinesi akaronga kugadzirisa kana kusimudzira mafungiro emusika, uye musika unogona kusimuka apo neapo.Kubva munaChikumi kusvika munaChikunguru, zvaidiwa zvacho zvaive zvisina kusimba uye mutengo wakanyanya kuderera.Kubva pakati nekupera kwaNyamavhuvhu, musika wePP wakadziya zvishoma nezvishoma.Inotevera "goridhe mapfumbamwe nesirivha gumi" ichaunza kubudirira kwekudiwa muhafu yechipiri yegore, kuchengetedza nzvimbo yakakwirira.Zvinotarisirwa kuti nhamba yepamusoro yechipiri yegore icharamba iri munaGunyana kusvika Gumiguru.Kubva muna Mbudzi kusvika Zvita, nekuuya kweE-commerce Festival, mafungu ekuda anogona kufambiswa kuvhara zvinzvimbo, asi musika uchanetsa kusimuka uye nyore kudonha munguva yasara kana pasina macro positive. nhau dzekusimudzira.
Nhoroondo ye JinDun Chemicalyakazvipira kusimudzira nekushandiswa kweakakosha acrylate monomers uye akakosha makemikari ane fluorine.JinDun Chemical ine OEM kugadzirisa zvidyarwa muJiangsu, Anhui nedzimwe nzvimbo dzakashandira pamwe kwemakumi emakore, ichipa imwe yakasimba tsigiro yemasevhisi ekugadzira emakemikari akakosha.JinDun Kemikari inoomerera pakugadzira timu ine zviroto, kugadzira zvigadzirwa zvine rukudzo, zvine hungwaru, zvine hungwaru, uye enda zvese kunze kuti uve shamwari yakavimbika uye shamwari yevatengi!Edza kugadzirazvinhu zvitsva zvemakemikarikuunza ramangwana rakanaka panyika
Nguva yekutumira: Zvita-01-2022