Nyob rau hauv 2022, tag nrho cov lag luam ntawm domestic soda tshauv ua lag luam yog ruaj khov, nrog ib tug me ntsis nce nyob rau hauv thawj ib nrab ntawm lub xyoo thiab ib tug me ntsis consolidation qauv nyob rau hauv lub thib ob ib nrab.Raws li qhov kawg ntawm 2022, tus nqi ntawm lub teeb soda tshauv tau nce 24% txhua xyoo, thaum tus nqi ntawm cov dej qab zib hnyav tau nce 17% txhua xyoo.Saib ua ntej mus rau 2023, cov neeg koom hauv kev lag luam ntseeg tias nrog kev maj mam tso tawm cov peev txheej tshiab hauv tsev rau dej qab zib tshauv, cov khoom qub thiab kev xav tau sib npaug yuav cuam tshuam, thiab kev ua lag luam tuaj yeem tsim tus qauv ntawm kev rov qab los txuas ntxiv thaum pib ntawm lub xyoo, ruaj khov. cov ntsiab lus siab nyob rau hauv thawj ib nrab ntawm lub xyoo, thiab rational poob nyob rau hauv lub thib ob ib nrab ntawm lub xyoo.Nyob rau tib lub sijhawm, kev txhim kho ntawm lub zog tshiab kev lag luam tseem yuav txhawb nqa qhov kev thov rau dej qab zib tshauv.
Txoj kev rov qab los ntawm qhov pib ntawm lub xyoo tseem txuas ntxiv
Raws li kev lag luam tawm tswv yim pem hauv ntej, kev lag luam hauv tsev soda tshauv maj mam rov qab nyob rau lub Ib Hlis, nrog rau cov nqi lag luam tseem ceeb ntawm lub teeb soda tshauv nce los ntawm 2600 yuan (tuj nqe, tib yam hauv qab no) mus rau 2700 yuan, thiab hnyav soda tshauv nce los ntawm 2800 yuan mus rau nyob ib ncig ntawm 3000 yuan, nrog nce ntawm 3.7% thiab 7.1% feem.
Nyob rau lub Ib Hlis, cov khoom lag luam hauv tsev soda tshauv tau poob mus rau qhov qis tshiab txij li xyoo tas los, nrog rau xyoo tas los ntawm kev txo qis ntawm 79%.Lub hli ntawd, Fengcheng Salt Lake, Huachang Chemical thiab lwm yam soda tshauv nroj tsuag luv luv kaw rau kev saib xyuas, uas ua rau muaj kev txo qis hauv kev lag luam ntawm cov dej qab zib tshauv.Muaj kev cuam tshuam los ntawm qhov no, cov neeg siv khoom qis qis ntawm cov dej qab zib tshauv nquag khaws cia, tsav lub zog me me ntawm kev lag luam soda tshauv txij li thaum pib ntawm lub xyoo.Raws li kev lag luam kev lag luam tam sim no ntawm cov khoom siv nruj thiab xav tau ntau ntxiv, kev lag luam rov qab tuaj yeem txuas ntxiv mus.Vim yog cov dej qab zib tshauv warehouses ntawm iav manufacturers Cov khoom muag tseem qis, thiab kev lag luam qauv ntawm hnyav alkali tseem yuav muaj zog dua li lub teeb ntshiab alkali Henan tub luam Li Bing tau hais li ntawd.
Tsis tas li ntawd, raws li cov ntawv ceeb toom yav tom ntej txhua lub lim tiam tso tawm los ntawm Zhongyuan Futures, qhov tsis ntev los no muaj kev kub ntxhov hauv kev lag luam tus nqi ntawm dej qab zib tshauv yav tom ntej tau ua rau muaj kev lag luam hauv khw muag khoom, thiab cov khoom muag ntawm soda tshauv manufacturers tseem qis.Kev lag luam tuav ib tug ceev faj thiab optimistic tus cwj pwm ntawm lub lag luam yav tom ntej, thiab tseem muaj peev xwm ntawm kev nce mus ntxiv hloov nyob rau hauv lub tsom xam ntawm muas nyob rau hauv lub domestic soda tshauv ua lag luam nyob rau hauv lub sij hawm luv luv.
Nyob ruaj khov nyob rau hauv thawj ib nrab ntawm lub xyoo los yog nyob rau theem siab
Raws li kev txheeb cais los ntawm Henan Chemical Network, kev tsim cov dej qab ntsev ntau ntxiv hauv xyoo 2022 yog 26.417 lab tons, txo qis ntawm 9.3% piv rau xyoo dhau los.Raws li cov ntaub ntawv tshaj tawm los ntawm National Bureau of Statistics, kev tsim cov iav tiaj tus hauv xyoo 2022 yog 93.0292 lab lub thawv hnyav, qhov txo qis ntawm 3.4% piv rau xyoo dhau los.Txawm hais tias kev tsim khoom ntawm iav kev lag luam, uas suav txog ntau dua 50% ntawm cov dej qab zib ash noj, kuj tau txo qis, qhov txo qis qis dua qhov txo qis ntawm cov dej qab zib tshauv.Qhov no kuj yog ib qho ntawm cov laj thawj tseem ceeb vim li cas lub khw muag khoom soda tshauv tuaj yeem tswj tau qib siab hauv 2022. "Zhang Aiping, tus kws tshuaj xyuas kev lag luam ntawm lub vev xaib, tshuaj xyuas.
Zhang Aiping ntseeg hais tias raws li kev npaj tsim cov peev txheej tshiab rau cov dej qab zib hauv tsev hauv thawj ib nrab ntawm lub xyoo thiab cov khoom siv tam sim no thiab kev xav tau ntawm cov dej qab zib hauv tsev, txawm hais tias muaj me me ntawm cov peev txheej tshiab rau dej qab zib tshauv hauv. thawj ib nrab ntawm lub xyoo, qhov cuam tshuam rau tag nrho cov khoom siv thiab cov qauv xav tau tom qab pom tau yog qhov me me.Nrog rau txoj kev loj hlob sai ntawm lub zog tshiab kev lag luam, qhov kev thov rau cov iav photovoltaic yog khi kom loj hlob ntxiv.Xyoo no, kev tso tawm cov peev txheej tsim tawm tshiab hauv cov phiaj xwm iav photovoltaic tseem tsim cov kev thov tshiab rau dej qab zib tshauv.Yog li ua ntej thawj theem ntawm Yuanxing Zog 3.7 lab tons / xyoo natural alkali project tau muab tso rau hauv kev ua haujlwm nyob rau lub Rau Hli, kev lag luam ntshiab alkali yuav txuas ntxiv cov khoom siv thiab kev xav tau ntawm cov khoom muag qis thiab sib npaug nruj, thiab cov nqi kuj tseem nyob ruaj khov ntawm qib siab. .
Rationality yuav poob rau hauv ib nrab ntawm lub xyoo
Wei Jianyang, General Manager ntawm Nanjing Kaiyan Chemical Co., Ltd., tau hais tias kev rhuav tshem qhov sib npaug ntawm cov khoom siv thiab kev xav tau hauv kev ua lag luam yog ib txwm muaj txoj cai hlau uas txiav txim siab txog kev lag luam.Vim tias kev tsim khoom ntawm Yuanxing Energy qhov tshiab natural alkali project nyob rau hauv ib nrab xyoo ntawm lub xyoo, ua ke nrog cov pib pib siab tsis ntev los no ntawm ib ncig ntawm 85% ntawm domestic soda tshauv cov lag luam, kev sib raug zoo ntawm soda tshauv yuav loj hlob ntxiv, tshwj xeeb tshaj yog. nyob rau hauv lub thib ob ib nrab ntawm lub xyoo thaum tej zaum yuav muaj ib tug phased imbalance ntawm mov thiab kev thov nyob rau hauv lub soda tshauv ua lag luam.Kev xa khoom ntau dhau yuav ua rau nws nyuaj rau kev txhawb nqa tus nqi siab ntawm dej qab zib tshauv.
Tsis tas li ntawd, vim tias tus nqi qis dua ntawm cov dej num ntuj tsim, qhov cuam tshuam rau kev ua lag luam tom qab tso tawm cov peev txheej tshiab yog undoubtedly enormous, thiab cov khoom lag luam thiab cov qauv xav tau yuav rov qab tag nrho.Nws cia siab tias qhov kev poob qis hauv kev ua lag luam ntshiab alkali nyob rau hauv ib nrab ntawm lub xyoo yuav tsis muaj kev zam, thiab qhov no yuav tsum yog qhov kev txhawj xeeb tseem ceeb rau kev lag luam, "Wei Jianyang tau hais ntxiv.
Tab sis kuj tseem muaj cov neeg sab hauv kev lag luam uas muaj kev cia siab zoo rau qhov xav tau ntawm cov dej qab zib tshauv.Raws li "dual carbon" lub tswv yim, kev loj hlob sai ntawm Tuam Tshoj lub zog tshiab kev lag luam tau muab cov kev xav tau siab dua rau kev ua haujlwm ntawm cov ntaub ntawv muaj feem xyuam.Nyob rau hauv xyoo tas los no, cov khoom siv tshuaj tshiab hauv kev lag luam tau ua tsis tu ncua thiab txhim kho, pab lub zog tshiab kev lag luam ua tiav kev txhim kho leapfrog.Yog li ntawd, kev lag luam lithium carbonate yuav maj mam nce qhov kev thov rau lub teeb soda tshauv xyoo no thiab txawm tias yav tom ntej.Tag nrho cov kev thov rau lub teeb soda tshauv yog qhia ib tug rebound qauv nrog kev rov qab los ntawm macroeconomic ib puag ncig, thiab nws kuj yuav tsim ib tug tej yam zoo kev txhawb nqa rau tag nrho cov lag luam.
JIN DUN CHEMICALtau tsim tshwj xeeb (meth) acrylic monomer manufacturing puag hauv ZHEJIANG xeev.Qhov no ua kom cov khoom ruaj khov ntawm HEMA, HPMA, HEA, HPA, GMA nrog qib siab zoo.Peb tshwj xeeb acrylate monomers yog dav siv rau thermosetting acrylic resins, crosslinkable emulsion polymers, acrylate anaerobic adhesive, ob-tivthaiv acrylate nplaum, hnyav acrylate nplaum, emulsion acrylate nplaum, ntawv xov thiab pleev xim acrylic resins. thiab tshwj xeeb (meth) acrylic monomers thiab derivatives.Xws li cov fluorinated acrylate monomers, Nws tuaj yeem siv dav hauv txheej txheej tus neeg sawv cev, xim, inks, photosensitive resins, cov khoom siv kho qhov muag, kho fiber ntau, hloov kho rau cov yas lossis roj hmab teb.Peb tab tom npaj los ua tus neeg muag khoom sab saum toj hauv thaj teb ntawmtshwj xeeb acrylate monomers, los qhia peb cov kev paub nplua nuj nrog cov khoom zoo dua qub thiab kev pabcuam tshaj lij.
Post lub sij hawm: Apr-19-2023