I kēia mau lā, ua hoʻomau ka piʻi ʻana no kahi makahiki hoʻokahi "ʻohana lithium" i hāʻule ke kumukūʻai huahana.ʻO ke kumu kūʻai maʻamau o ka pākaukau lithium carbonate i hāʻule e RMB 2000 / ton, e hāʻule ana ma lalo o RMB500,000 / ton mark.Ke hoʻohālikelike ʻia me ke kumu kūʻai kiʻekiʻe loa o kēia makahiki he RMB 504,000 / ton, ua hāʻule ʻo ia he RMB 6000 / ton, a ua hoʻopau pū i ke kūlana kupaianaha o ka piʻi ʻana he 10 i ka makahiki i hala.ʻO ia ka mea e kanikau ai ka poʻe i ka hele ʻana o ke au a ua hiki mai ka "inflection point".
ʻO Wanhua, Lihuayi, Hualu Hengsheng a me nā hoʻohaʻahaʻa ikaika ʻē aʻe!Ua hāʻule ma mua o 50 mau ʻano huahana kemika!
Ua ʻōlelo ka poʻe i loko o ka ʻoihana i ke kaulahao lako ma lalo o ka hopena o ka maʻi maʻi, a ua manaʻo ʻia kekahi mau ʻoihana kaʻa e hoʻokuʻu i ka hana ma ka mākeke e hōʻemi i ka koi no ka paʻakai lithium.He haʻahaʻa loa ka manaʻo e kūʻai aku i lalo, ʻo ka mākeke huahana lithium holoʻokoʻa i kahi kūlana o ka emi ʻana o ka maikaʻi, ʻo ia ka hopena i ka nāwaliwali o nā kālepa wahi mākeke.He mea pono ke hoʻomaopopo ʻia ʻo nā mea hoʻolako ʻelua i hoʻopilikia ʻia e ka maʻi ahulau a me nā mea kūʻai aku i lalo me ka hoʻemi ʻana i ka manaʻo kūʻai ma muli o ka hoʻokuʻu ʻana o ka hana e kū nei i kahi kūlana koʻikoʻi i ka mākeke kemika i kēia manawa.E like me ka lithium carbonate, ʻoi aku ma mua o 50 mau ʻano kemika i ka lua o ka hapaha i hoʻomaka e hōʻike i kahi ʻano iho o nā kumukūʻai.I nā lā liʻiliʻi wale nō, ua hāʻule kekahi mau mea kemika ma mua o RMB 6000 / ton, kahi hāʻule o kahi kokoke i 20%.
ʻO ka huaʻōlelo o ka maleic anhydride i kēia manawa he RMB 9950 / ton, i lalo RMB 2483.33 / ton mai ka hoʻomaka ʻana o ka mahina, iho 19.97%;
ʻO ka manaʻo o DMF i kēia manawa he RMB 12450 / ton, i lalo RMB 2100 / ton mai ka hoʻomaka ʻana o ka mahina, ma lalo o 14.43%;
ʻO ka huaʻōlelo o ka glycine i kēia manawa he RMB 23666.67 / ton, i lalo RMB 3166.66 / ton mai ka hoʻomaka ʻana o ka mahina, i lalo 11.80%;
ʻO ka huaʻōlelo o kēia manawa o ka waikawa acrylic he RMB 13666.67 / ton, i lalo RMB 1633.33 / ton mai ka hoʻomaka ʻana o ka mahina, iho 10.68%;
ʻO ka huaʻōlelo o Propylene glycol i kēia manawa he RMB 12933.33 / ton, i lalo RMB 1200 / ton mai ka hoʻomaka ʻana o ka mahina, ma lalo o 8.49%;
ʻO ka ʻōlelo o kēia manawa o ka xylene hui ʻia ʻo RMB 7260 / ton, i lalo RMB 600 / ton mai ka hoʻomaka ʻana o ka mahina, i lalo 7.63%;
ʻO ka ʻōlelo o kēia manawa o ka acetone he RMB 5440 / ton, i lalo o RMB 420 / ton mai ka hoʻomaka ʻana o ka mahina, iho 7.17%;
ʻO ka ʻōlelo o ka melamine i kēia manawa ʻo RMB 11233.33 / ton, i lalo RMB 700 / ton mai ka hoʻomaka ʻana o ka mahina, ma lalo o 5.87%;
ʻO ka huaʻōlelo o ka Calcium carbide i kēia manawa he RMB 4200 / ton, i lalo RMB 233.33 / ton mai ka hoʻomaka ʻana o ka mahina, ma lalo o 5.26%;
ʻO ka manaʻo o ka Polymerization MDI i kēia manawa he RMB / 18640 ton, i lalo RMB 67667 / ton mai ka hoʻomaka ʻana o ka mahina, ma lalo o 3.50%;
ʻO ka ʻōlelo o kēia manawa o 1, 4-butanediol he RMB 26480 / ton, i lalo RMB 760 / ton mai ka hoʻomaka ʻana o ka mahina, i lalo o 2.79%;
ʻO ka ʻōlelo o kēia manawa o ka resin epoxy he RMB 25425 / ton, i lalo RMB 450 / ton mai ka hoʻomaka ʻana o ka mahina, iho 1.74%;
ʻO ka huaʻōlelo o kēia manawa o ka phosphorus melemele he RMB 36166.67 / ton, i lalo RMB 583.33 / ton mai ka hoʻomaka ʻana o ka mahina, iho 1.59%;
ʻO ka ʻōlelo o kēia manawa o ka Lithium carbonate he RMB 475400 / ton, i lalo RMB 6000 / ton mai ka hoʻomaka ʻana o ka mahina, hāʻule 1.25%.
Ma hope o ka emi ʻana o ka mākeke kemika, nui nā leka hoʻohaʻahaʻa i hoʻopuka ʻia e nā hui kemika he nui.Ua hoʻomaopopo ʻia ʻo Wanhua Chemical, Sinopec, Lihuayi, Hualu Hengsheng a me nā hui ʻē aʻe he nui i hoʻolaha i ka hōʻemi ʻana i nā huahana, a ua hoʻemi ʻia ke kumukūʻai o kēlā me kēia tona ma kahi o RMB 100.
Ua hāʻule ka ʻōlelo o Lihuayi isooctanol e RMB 200/ton i RMB 12,500/ton.
Ua hāʻule ka huaʻōlelo o Hualu Hengsheng isooctanol e RMB200 / ton i RMB12700 / ton
Ua hāʻule ka ʻōlelo a Yangzhou Shiyou phenol e RMB 150 / ton i RMB 10,350 / ton.
Ua hāʻule ka ʻōlelo a Gaoqiao Petrochemical phenol e RMB 150 / ton i RMB 10350 / ton.
Ua hāʻule ka ʻōlelo a Jiangsu Xinhai Petrochemical propylene e RMB 50 / ton i RMB8100 / ton.
Ua hāʻule ka ʻōlelo hou loa o Shandong Haike Chemical propylene e RMB 100 / ton i RMB8350 / ton.
Ua hāʻule ka ʻōlelo a Yanshan petrochemical acetone e RMB 150 / ton e hoʻokō i RMB 5400 / ton.
Ua hāʻule ka ʻōlelo a Tianjin Petrochemical acetone e RMB 150 / ton e hoʻokō i RMB 5500 / ton.
Ua hāʻule ka ʻōlelo a Sinopec maʻemaʻe benzene e RMB 150 / ton i RMB8450 / ton.
Ua hāʻule ka ʻōlelo a Wanhua Chemical Shandong butadiene e RMB 600 / ton i RMB10700 / ton.
Ua hāʻule ka ʻōlelo kūʻai papahele o North Huajin butadiene e RMB 510 /ton i RMB 9500 /ton.
Ua hāʻule ka ʻōlelo a Dalian Hengli Butadiene e RMB 300 / ton i RMB10410 / ton.
ʻO Sinopec Central China Sales Company iā Wuhan Petrochemical butadiene kumu kūʻai hoʻemi ʻia e RMB 300 / ton, ka hoʻokō ʻana o RMB 10700 / ton.
ʻO ke kumukūʻai o ka butadiene ma Sinopec South China Sales Company ua hoʻemi ʻia e RMB 300 / ton: RMB 10700 / ton no Guangzhou Petrochemical, RMB 10650 / ton no Maoming Petrochemical a me RMB 10600 / ton no Zhongke Refining and Chemical.
Ua hāʻule ka ʻōlelo a Taiwan Chi Mei ABS e RMB 500 / ton i RMB 17500 / ton.
Ua hāʻule ka ʻōlelo a Shandong Haijiang ABS e RMB 250 / ton i RMB14100 / ton.
Ua hāʻule ka ʻōlelo a Ningbo LG Yongxing ABS e RMB 250 / ton i RMB13100 / ton.
Ua hāʻule ka hua'ōlelo Jiaxing Diren PC e RMB 200 / ton i RMB 20800 / ton.
Ua hāʻule nā mea waiwai nui ʻo Lotte i ka helu ʻana o nā huahana PC i RMB 300 / ton i RMB 20200 / ton.
ʻO Shanghai Huntsman ʻApelila maʻemaʻe MDI barrel/nui ka papa inoa o ka wai kumukūʻai RMB 25800 /ton, hoʻemi ʻia e RMB 1000 /ton.
ʻO ke kumukūʻai i helu ʻia o Pure MDI o Wanhua Chemical In China he RMB 25800 / ton (RMB 1000 / ton ma lalo o ke kumukūʻai ma Malaki).
Ua haki ke kaulahao lako a ua nāwaliwali ka lako a me ke koi, a e hāʻule mau paha nā kemika.
He nui ka poʻe e ʻōlelo nei ua hoʻomau ka piʻi ʻana o ka mākeke kemika no kahi kokoke i hoʻokahi makahiki, a ke manaʻo nei ka nui o ka poʻe i loko o ka ʻoihana e hoʻomau ka piʻi ʻana i ka hapa mua o ka makahiki, akā ua muted ka hui ʻana i ka lua o ka hapaha, no ke aha ma ka honua?Pili loa kēia i kekahi mau hanana "black Swan" hou.
ʻO ka ikaika holoʻokoʻa i ka hapaha mua o 2022, ka mākeke kemika kūloko, ke piʻi mau nei ka ikaika o ka mākeke o ka aila ʻaila a me nā waiwai ʻē aʻe, ka hana kālepa mākeke kemika, ʻoiai ʻo ke kaulahao ʻoihana e hoʻohaʻahaʻa i ke kauoha maoli, ka mākeke hoʻokahi, akā me ka puka ʻana o ka kaua ma waena o Rusia a me Ukraine, hopohopo e pili ana i ka ikehu pilikia brewing, ikaika impetus hale kemika market i super pōʻaiapuni e ala hou aku, Chemical "inflation" ke ala.I ka hapaha ʻelua naʻe, ua pohā wikiwiki ka puʻupuʻu.
Me ka hoʻolaha ʻana o COVID-19 ma nā wahi he nui, ua hoʻokō ʻo Shanghai i ka pale ʻana a me ka hoʻokele hoʻokele ʻokoʻa ma nā pae like ʻole e ka ʻāina, me nā wahi i hoʻopaʻa ʻia, nā wahi hoʻomalu a me nā wahi pale.Aia he 11,135 mau wahi paʻa, e pili ana i ka heluna kanaka o 15.01 miliona.Ua pani pū ʻia nā ʻāina ʻo Jilin a me Hebei i nā wahi e pili ana i ka hakakā ʻana i ka maʻi maʻi a hoʻopaʻa ʻia kona laha.
ʻOi aku ma mua o ka ʻumi mau ʻāina i Kina i pani ʻia i ka wikiwiki, pani ʻia i ka logistic, ke kūʻai ʻana i nā mea waiwai a me ke kūʻai ʻana i nā waiwai i hoʻopilikia ʻia, a ua ʻike ʻia kekahi mau ʻāpana kemika i ka pilikia o ka haki ʻana i ke kaulahao.ʻO ka hoʻopaʻa ʻana a me ka mālama ʻana ma kahi o ka hoʻouna ʻana, hoʻopaʻa ʻia a me ka hoʻomalu ʻana ma kahi o ka loaʻa ʻana, pani ʻia ka logistic, kaʻawale kaʻa kaʻa ... Ua hoʻomau ʻia nā pilikia like ʻole, ʻaʻole hiki i ka hapa nui o Kina ke hāʻawi i nā waiwai, ua komo ka ʻoihana kemika holoʻokoʻa i kahi kūlana o ka haunaele, ʻo ka ʻaoʻao hoʻolako a me ka ʻaoʻao koi ua loaʻa i kahi pā pālua, ke kaomi ʻana o ka mākeke kemika i mua.
Ma muli o ka haki ʻana o ke kaulahao hoʻolako, ua pāpā ʻia ke kūʻai ʻana o kekahi mau huahana kemika, a ke koi nei ka ʻoihana i ka hoʻolālā o ka mālama ʻana i nā kauoha ma nā kumukūʻai haʻahaʻa.ʻOiai he pohō, pono e mālama i nā mea kūʻai aku a mālama i ka māhele mākeke, no laila aia kahi kūlana e hāʻule pinepine ai nā kumukūʻai.Hoʻopili ʻia e ka noʻonoʻo o ke kūʻai ʻana i luna a ʻaʻole kūʻai i lalo, haʻahaʻa ka manaʻo kūʻai i lalo.Ua manaʻo ʻia e nāwaliwali a hoʻohui ʻia ka mākeke kemika no ka wā pōkole, a ʻaʻole hiki ke kāpae ʻia ka hiki ke hoʻomau i ka emi ʻana o ka mākeke.
Eia kekahi, ke loli nei nā ʻoihana peripheral o kēia manawa i kēlā me kēia lā.Ua hoʻokuʻu ʻo ʻAmelika Hui Pū ʻIa a me kāna mau hoa pili i kahi lewa mākeke maikaʻi ʻole i ka nui.Ua hāʻule nā kumukūʻai aila ʻaila honua mai nā pae kiʻekiʻe.He koʻikoʻi ke kūlana pale a me ka mālama ʻana i ka maʻi maʻi kūloko.Ma lalo o ka mana o ka lā hoʻomaha lua kupapaʻu a me ka hopena maikaʻi ʻole ʻelua o ke kumukūʻai a me ke koi, ua emi ka ikaika o ke kālepa ʻana o ka mākeke kemika kūloko.
I kēia manawa, koʻikoʻi ke kūlana maʻi maʻi ma nā wahi he nui ma Kina, ʻaʻole maʻalahi ka logistic a me ka lawe ʻana, hoʻemi iki nā ʻoihana kemika i ka hana a hoʻōki i ka hana, a piʻi ka hanana o ka pani ʻana a me ka mālama ʻana.ʻOi aku ka haʻahaʻa o ka hana ma mua o 50%, hiki ke kapa ʻia ʻo "haʻalele".E huli mālie i ka hana nāwaliwali.Ma lalo o ka hopena hui o nā ʻano like ʻole e like me ka nāwaliwali o ka noi home, nāwaliwali i ka noi o waho, ka maʻi maʻi huhū, a me ka ʻāʻī o waho, hiki i ka mākeke kemika ke loaʻa i kahi hāʻule i ka wā pōkole.
Ka manawa hoʻouna: ʻOkakopa-19-2022