Sakamakon babban farashi, ƙarancin buƙata da sauran dalilai, ayyukan kamfanonin da aka jera a cikin masana'antar polypropylene (PP) a cikin kashi uku na farko na wannan shekara ba su da kyakkyawan fata.
Daga cikin su, Donghua Energy (002221. SZ), wanda aka kuduri aniyar cewa shi ne kan gaba wajen kera sabbin kayayyakin polypropylene a kasar Sin, ya samu kudin shigar da ya kai yuan biliyan 22.09 a cikin rubu'i uku na farko, wanda ya karu da kashi 2.58 bisa dari a shekara;Ribar da aka samu ga masu hannun jarin kamfanin da aka jera ta kai yuan miliyan 159, raguwar duk shekara da kashi 84.48%.Bugu da kari, Shanghai Petrochemical (600688. SH) ya sami asarar ribar da aka samu wanda aka danganta ga iyayen kamfanin na yuan biliyan 2.003 a cikin rubu'i uku na farko, wanda aka canja shi daga riba zuwa asara a duk shekara;Maohua Shihua (000637. SZ) ya sami ribar da aka danganta ga iyayen kamfanin na yuan miliyan 4.6464, raguwar kowace shekara da kashi 86.79%.
Dangane da dalilan da suka haifar da raguwar ribar da ake samu, kamfanin Donghua Energy ya bayyana cewa, sakamakon rashin daidaiton yanayin siyasa, farashin danyen man ya ci gaba da tafiya a matsayi mai girma, wanda ya haifar da hauhawar farashin kayayyaki.A lokaci guda, bangaren buƙatu ya shafi koma bayan tattalin arzikin duniya da COVID-19, kuma ribar tana raguwa lokaci-lokaci.
Juyar da riba
Polypropyleneshi ne na biyu mafi girma na gaba ɗaya-manufa guduro, lissafin kusan 30% na jimlar yawan amfani da roba guduro.An yi la'akari da mafi kyawun iri a cikin manyan resins biyar na roba.Masana'antar Polypropylene ta ƙunshi wurare da yawa, kamar motoci, kayan aikin gida, kayan lantarki, marufi, kayan gini da kayan daki.
A halin yanzu, ƙarfin samar da polypropylene mai tushen mai ya kai kusan kashi 60% na yawan ƙarfin samar da polypropylene.Canjin farashin danyen mai yana da babban tasiri akan farashin polypropylene da tunanin kasuwa.Tun daga shekarar 2022, farashin mai na kasa da kasa ya yi tashin gwauron zabi a cikin 'yan shekarun nan saboda dalilai da dama.
A cikin kashi uku na farko na wannan shekara, saboda tsadar kayayyaki da faɗuwar kasuwa, ribar da kamfanonin PP ke fuskantar matsin lamba.
A ranar 29 ga watan Oktoba, kamfanin Donghua Energy ya fitar da rahotonsa na rubu'i na uku na shekarar 2022, yana mai cewa, kudin shigar da kamfanin ya samu a rubu'i uku na farko ya kai yuan biliyan 22.009, inda ya karu da kashi 2.58% a duk shekara;Ribar da aka samu ga masu hannun jarin kamfanin da aka jera ta kai yuan miliyan 159, raguwar duk shekara da kashi 84.48%.Bugu da kari, a ranar 27 ga watan Oktoba, rahoton rubu'i na uku na shekarar 2022 da Maohua Shihua ya fitar ya nuna cewa, kamfanin ya samu kudin shigar da ya kai Yuan biliyan 5.133 a cikin rubu'i uku na farko, karuwar da ya karu da kashi 38.73% a duk shekara;Ribar da aka samu ga uwar kamfani ta kasance yuan miliyan 4.6464, raguwar duk shekara da kashi 86.79%.A cikin rubu'i uku na farko na bana, Sinopec Shanghai ta samu kudin shiga na aiki da ya kai yuan biliyan 57.779, wanda ya ragu da kashi 6.60 bisa dari a duk shekara.Ribar da aka samu ga masu hannun jarin kamfanin da aka jera ya kai yuan biliyan 2.003, wanda ake canjawa daga riba zuwa asara a duk shekara.
Daga cikin su, Donghua Energy ya ce, a cikin rubu'i uku na farkon bana, ribar da kamfanin ya samu ya ragu da yuan miliyan 842, kwatankwacin kashi 82.33%, idan aka kwatanta da na shekarar da ta gabata, musamman saboda: a daya bangaren, cutar COVID-19 ta shafa. -19, yawan aiki na masana'antu na ƙasa bai wadatar ba, kuma buƙatar tasha ta ragu;A gefe guda kuma, lamarin ya shafa a Ukraine, farashin albarkatun kasa ya tashi.
Ƙarfafa gasar
A halin yanzu, Donghua Energy ya sami damar samar da propylene na ton miliyan 1.8 / shekara da ƙarfin samar da polypropylene kusan tan miliyan 2 / shekara;Ana shirin ƙara ƙarin tan miliyan 4 na ƙarfin polypropylene a Maoming da sauran wurare a cikin shekaru biyar masu zuwa.
Sun Chengcheng, daga Longzhong Information, ya ce daga hangen nesa na haɓaka ƙarfin polypropylene, haɓaka ƙarfin haɓaka ayyukan haɓaka haɓakar sinadarai zai haɓaka bayan 2019. Saboda babban ƙarfin tace ayyukan haɗin gwiwar sinadarai, cikakkun samfuran sarkar masana'antu, tasirin kasuwa da sauri mafi girman ɗaukar hoto, sauye-sauyen tsarin samar da abubuwan da aka kawo ta hanyar haɓakawa za su sami ƙarin tasiri a kasuwannin kayan gargajiya na gida, kuma gasar kasuwa za ta ci gaba da ƙaruwa, Masana'antun polypropylene na gida za su shiga mataki na babban haɗin kai na rayuwa na mafi dacewa. .
Ya kamata a lura cewa 2022 har yanzu babban shekara ce don haɓaka samar da polypropylene.Kattai da yawa sun shiga masana'antar polypropylene, ko haɓaka saka hannun jari akan tushen masana'antar.Kodayake yawan ci gaban ya ragu a ƙarƙashin rinjayar manufar "dual carbon", ana iya yin hasashen cewa ana aiwatar da ainihin aiwatar da aikin.
Kamfanin na Shanghai Petrochemical ya bayyana cewa, hadarin da ke tattare da tabarbarewar tattalin arzikin duniya ya karu a rabin na biyu na shekarar, kuma ana sa ran bunkasuwar tattalin arzikin kasar Sin za ta farfado da kuma ci gaba da kasancewa cikin yanayin da ya dace.Tare da dawo da buƙatu, ci gaba mai ƙarfi da sauran manufofi, ana sa ran buƙatun motoci, gidaje, kayan aikin gida da sauran fannonin za su ƙaru.Ana sa ran cewa buƙatun cikin gida na albarkatun mai da sinadarai za su farfaɗo, jigilar farashin sarkar masana'antar petrochemical za ta yi kyau, kuma yanayin masana'antar gabaɗaya zai yi kyau.Amma a sa'i daya kuma, saboda karuwar rashin tabbas na yanayin farashin mai na kasa da kasa da kuma yadda ake fitar da tacewa a cikin gida da kuma karfin sinadarai, matsin lambar amfanin kamfanin zai kara karuwa.
Sun Chengcheng ta yi imanin cewa, a cikin rabin na biyu na shekara, an kara saurin fadada karfin kasuwancin.Ana sa ran sabon karfin zai kai tan miliyan 4.7, kuma ana sa ran karfin samar da kayayyaki zai karu sosai a kowace shekara.A ƙarshen shekara, jimillar ƙarfin samar da polypropylene zai wuce tan miliyan 40.Daga matakin nodes na samarwa, za a fitar da sabon ƙarfin ƙarfi a cikin kwata na huɗu, kuma saurin haɓaka iya aiki ko haɗarin wuce gona da iri zai haifar da ƙarin gasa ta kasuwa.
A karkashin wannan bango, ta yaya ya kamata kamfanonin polypropylene su haɓaka?Sun Chengcheng ya ba da shawarar cewa, da farko, hanzarta samar da sabbin kayayyaki, da aiwatar da dabarun bambance-bambancen, da samar da kayayyaki na musamman da ke da kima mai yawa don maye gurbin shigo da kayayyaki, shi ne kadai hanyar da za ta kauce wa gasar farashi a tekun Bahar Maliya.Na biyu shine inganta tsarin abokin ciniki.Ga masu samar da kayayyaki, ya zama dole don haɓaka tsarin abokin ciniki a hankali, faɗaɗa adadin tallace-tallace kai tsaye, tabbatar da kwanciyar hankali na tashoshin tallace-tallace, da haɓaka haɓaka abokan cinikin masana'anta, musamman abokan ciniki tare da wakilcin masana'antu ko jagorar ci gaban masana'antu.Wannan ba wai kawai yana buƙatar masu kaya su sami samfuran inganci ba, har ma yana buƙatar daidaita tsare-tsaren tallace-tallace da tallafawa manufofin tallace-tallace masu dacewa daidai da halayen abokin ciniki.Na uku, ya kamata kamfanoni su yi aiki mai kyau wajen haɓaka tashoshi na fitarwa, zaɓi kantuna da yawa, rage cacar juna, da kuma guje wa ƙara ƙarancin farashi.Na hudu, ya kamata a koyaushe mu kiyaye babban hankali ga buƙatun mabukaci.Musamman tun bayan barkewar COVID-19, sauye-sauyen buƙatu sun haifar da sauye-sauye da yawa a cikin halayen masu amfani a kasuwa.Kamfanonin samarwa da ƙungiyoyin tallace-tallace ya kamata koyaushe su kula da hankali don buƙatar canje-canje, bin saurin kasuwa da haɓaka samfuran rayayye.
Rashin daidaituwa tsakanin wadata da buƙata
Duk da haka, sabanin halin da ake ciki na masana'antu a halin yanzu, sha'awar zuba jari na babban birnin masana'antu don ayyukan polypropylene ya kasance ba canzawa.
A halin yanzu, Donghua Energy ya sami damar samar da propylene na ton miliyan 1.8 / shekara da ƙarfin samar da polypropylene kusan tan miliyan 2 / shekara;Ana shirin ƙara ƙarin tan miliyan 4 na ƙarfin polypropylene a Maoming da sauran wurare a cikin shekaru biyar masu zuwa.Daga cikin su, 600,000 t/a PDH, 400,000 t/a PP, 200,000 t/a roba ammonia da kayayyakin tallafi ana kan gina su a Maoming Base, wanda ake sa ran kammalawa da fara aiki a karshen 2022;An samo saiti na biyu na 600000 t/a PDH da nau'i biyu na 400000 t/a PP ƙima makamashi da kuma alamun kima muhalli.
Alkaluman kididdiga na Jin Lianchuang ya nuna cewa, daga shekarar 2018 zuwa 2022, karfin samar da sinadarin polypropylene na kasar Sin ya nuna yadda ake ci gaba da samun bunkasuwa, tare da samun karuwar kashi 3.03% zuwa 16.78% a cikin shekaru biyar da suka gabata, kuma matsakaicin karuwar shekara-shekara ya kai 10.27%.Yawan ci gaban a cikin 2018 ya kasance 3.03%, mafi ƙanƙanta a cikin shekaru biyar da suka gabata.a ranar 2020 ya kasance 16.78 Yuro.Sabuwar karfin a waccan shekarar shine ton miliyan 4, kuma yawan ci gaban da aka samu a wasu shekarun ya wuce 10%.Ya zuwa watan Oktoba na shekarar 2022, jimillar karfin polypropylene a kasar Sin zai kai tan miliyan 34.87, kuma sabon karfin polypropylene a kasar Sin zai kai tan miliyan 2.8 a shekarar.Har yanzu akwai sabon ƙarfin da ake sa ran za a iya samarwa a ƙarshen shekara.
Sinopec Shanghai ta ce, a cikin rabin na biyu na shekarar, hadarin da ke tattare da tabarbarewar tattalin arzikin duniya ya karu, kuma ana sa ran bunkasuwar tattalin arzikin cikin gida za ta farfado da kuma ci gaba da kasancewa cikin wani yanayi mai ma'ana.Tare da dawo da buƙatu, ci gaba mai ƙarfi da sauran manufofi, ana sa ran buƙatun motoci, gidaje, kayan aikin gida da sauran fannonin za su ƙaru.Ana sa ran cewa buƙatun cikin gida na albarkatun mai da sinadarai za su farfaɗo, jigilar farashin sarkar masana'antar petrochemical za ta yi kyau, kuma yanayin masana'antar gabaɗaya zai yi kyau.Amma a sa'i daya kuma, saboda karuwar rashin tabbas na yanayin farashin mai na kasa da kasa da kuma yadda ake fitar da tacewa a cikin gida da kuma karfin sinadarai, matsin lambar amfanin kamfanin zai kara karuwa.
Teng Meixia ya yi imanin cewa a cikin 2023,kasuwar polypropylenezai shiga wani sabon zagaye na fadada iya aiki, kuma ana sa ran samar da kasuwa zai karu sosai;Haka kuma, bukatu na cikin gida ya nuna yanayin tafiyar hawainiya saboda dalilai daban-daban.A lokaci guda, ana maimaita annobar COVID-19 ta duniya, kuma ana sa ran buƙatar za ta ƙara yin rauni.Dangane da wannan yanayin, kasuwar polypropylene a hankali za ta shiga cikin yanayin wadata da rashin daidaituwar buƙatu, kuma ƙimar farashin polypropylene gabaɗaya zai ragu a cikin 2023.
Dangane da hasashen Teng Meixia, bayan bikin bazara na 2023, kasuwa za ta shiga cikin ƙarancin buƙatu, kuma kasuwar PP na iya ci gaba da raguwa cikin shekara.Daga Maris zuwa Mayu, wasu kamfanoni sun yi niyyar gyara ko haɓaka tunanin kasuwa, kuma kasuwa na iya tashi lokaci-lokaci.Daga watan Yuni zuwa Yuli, buƙatun ba su da ƙarfi kuma farashin ya fi ƙasa.Tun daga tsakiyar watan Agusta da kuma ƙarshen watan Agusta, kasuwar PP ta fara dumi a hankali."Zinare tara da azurfa goma" masu zuwa za su kawo wadatar buƙatu a cikin rabin na biyu na shekara, suna riƙe da babban matsayi.Ana sa ran cewa kololuwar ta biyu a cikin shekarar za ta kasance a watan Satumba zuwa Oktoba.Daga Nuwamba zuwa Disamba, tare da zuwan Bikin Ciniki na E-commerce, ana iya motsa buƙatun buƙatu don rufe matsayi, amma kasuwa zai yi wahala ta tashi da sauƙi faɗuwa cikin sauran lokacin idan babu macro tabbatacce. labarai don haɓakawa.
JinDun ChemicalAn jajirce ga ci gaba da aikace-aikace na musamman acrylate monomers da kuma na musamman lafiya sunadarai dauke da fluorine.JinDun Chemical yana da OEM sarrafa shuke-shuke a Jiangsu, Anhui da sauran wuraren da suka cooperated shekaru da yawa, samar da karin m goyon baya ga musamman samar da sabis na musamman chemicals.JinDun Chemical yana dagewa akan ƙirƙirar ƙungiyar tare da mafarkai, yin samfura tare da mutunci, ƙwarewa, tsauri, da fita gaba ɗaya don zama amintaccen abokin tarayya da abokin abokan ciniki!Yi ƙoƙarin yinsabbin kayan sinadaraikawo kyakkyawar makoma ga duniya
Lokacin aikawa: Dec-01-2022