Ko te haurua tuarua o te matapae taketake

1.1 Matapae Whakaputa

E ai ki ngā rangahau a Longzhong Information, kei te whakamahere te umanga hua aniline ki te hanga i te 385,000 tana o te kaha whakaputa i te haurua tuarua o te tau 2023, ā, kāore he mahere kaha tango. Ko te nuinga o te kaha whakaputa hou kei te Tonga o Haina, ā, ko te hinonga kua whakaarohia kua rite ki ngā taputapu hua o raro, te whanaketanga tauine o te mekameka ahumahi, me te whakaiti i te hoko me te kawe me ētahi atu utu whakahaere.

Whai muri i te tukunga o te kaha hanga aniline hou a muri ake nei, ka tino rerekē te tauira tuku aniline ā-rohe, ā, ka horapa te hanga aniline i te Tonga o Haina ki ngā wheketere o raro tata, ka whakaiti i te utu o te hoko rauemi mata o raro. I te haurua tuarua o te tau, i whakamahere a Yantai Wanhua ki te whakahou, ā, i mutu katoa āna taputapu aniline-MDI, i pāngia rānei te tuku aniline ki ētahi o āna kiritaki roa. Hei tāpiri, kei te whakamahere a Fujian Wanhua ki te whakaputa i te marama o Hepetema, he pānga nui tēnei ki te utu o te aniline i te tonga, ā, e matapaetia ana ko te utu o te aniline i te haurua tuarua o te tau ka eke ki te 9000-12000 yuan/tana.

1.2 Matapae Whakamahinga

I te haurua tuarua o te tau, ka arotahihia ngā taputapu tiaki MDI polymerization ā-whare i te marama o Ākuhata, Noema me Tīhema, e matapaetia ana ka tino heke te taputapu whānui, hei tāpiri atu ki ngā taputapu o tāwāhi i te marama o Hūrae me Ākuhata he maha ngā huinga tiaki taputapu, ka heke te tuku whānui, tera pea ka piki ake te utu whānui ā-whare, engari i te marama o Ākuhata me Hepetema nā te taenga mai o te raumati, ka pā pea te pāmahana teitei ki te kawenga whānui o raro, te whakawhāiti i te hiko, me te whakaputanga iti. I tua atu i te urunga mai o te umanga taputapu kāinga ki te wā kore-pānga, he uaua ki te tautoko i te utu. I te marama o Oketopa me Noema, me te urunga mai o ngā umanga taputapu kāinga me ngā paipa o raro ki te wā tihi tuku iho, me te matapaetia he tiaki tika mō ētahi taputapu, tera pea ka piki tonu. I te haurua tuarua o te tau, ko te arotahi matua ko te whakahekenga tuku me te whai i te taha tono. I te mea kei te pupuri tonu te utu o te MDI polymerized i te haurua tuatahi o te tau ki te 14300-16300 yuan/tana, e matapaetia ana ka hoki mai te tono i te tau, he paku teitei ake te utu toharite i te haurua tuarua o te tau i te taumata i te haurua tuatahi o te tau, ā, kei te pupuri tonu te utu e matapaetia ana ki te 15500-17000 yuan/tana.

1.3 Matapae mō te kawemai/kawe kupenga

I tēnei wā, he taurite te tuku me te tono ā-rohe mō te aniline, ā, kei te ngoikore haere te hihiri mō ngā kaweake. Ahakoa te whakahekenga o ngā utu hanga aniline ā-rohe, he kaha tonu te tono i te hekenga, ā, he tautoko tēnei mō te utu nui o te aniline. E matapaetia ana kāore te nui o ngā aniline kaweake i te haurua tuarua o te tau e rerekē nui ana ki te haurua tuatahi o te tau, engari kāore i te whakakorea ka hokona te aniline toenga ki tāwāhi i muri i te whakatinanatanga o Fujian Wanhua.

1.4 Matapae taurite o te tuku me te tono

Ko te utu mō te haurua tuarua o te matapae

I te haurua tuarua o te tau, ko te utu matapae mō te benzene parakore he 6280-6800 yuan/tana, e whakaatu ana i te ia o te pikinga tuatahi, kātahi ka heke.

Mō te hinu mata, kua kitea he whai wāhitanga ki te piki ake i te utu hinu i te haurua tuarua o te tau, e whakaatu ana i te ia o te pikinga tuatahi, kātahi ka heke anō i te nuinga, ā, ko te utu toharite o ia marama ka rerekē pea i waenga i te 75-78 tāra US/peera, me te awhe iti o te pikinga.

Mō te tuku, ko te nuinga o te whakawhānui i te benzene parakore i te tau 2023 kua oti i te haurua tuatahi o te tau, me te katoa o te neke atu i te 3 miriona tana o ngā waeine hou o te benzene hinu me te hydrobenzene kua whakamahia, ā, e matapaetia ana ka nui te pikinga o te hanga benzene parakore i te haurua tuarua o te tau ki te whakataurite ki te haurua tuatahi o te tau. I te haurua tuarua o te tau, 100,000 tana anake o te kaha Anqing Petrochemical i whakawhānuihia i te marama o Hūrae, ā, 200,000 tana o Longjiang Chemical i hangaia houtia i te mutunga o te tau. Heoi anō, kei te whakamaheretia tonutia kia hangaia ngā taputapu hou e 1.2 miriona tāne o te benzene hauwai, e 500,000 tāne o Puyang Zhonghui, 200,000 tāne o Chongqing Huafeng, 100,000 tāne o Ningxia Tongde Love, 200,000 tāne o Zaozhuang Zhenxing, 200,000 tāne o Henan Jinyuan Wāhanga II, me ētahi atu taputapu hou e 1.2 miriona tāne te nui hei whakaputa i te hauwhā tuawhā.

Mō te tono, i te haurua tuarua o te tau, i tino kaha te whakaputanga o te benzene parakore, tae atu ki te huinga tuawhā o te styrene o Zhejiang Petrochemical, te styrene o Anqing Petrochemical, te phenol hou me te waikawa adipic o Hengli, te aniline Fujian Wanhua, te Lusi, te Shenyuan, te caprolactam hou o Baling Petrochemical me ētahi atu taputapu kua whakamaheretia kia whakamahia, me te Qingdao Bay, Huizhou Zhongxin Phenol, i whakaroahia i te haurua tuatahi o te tau. Haunga te whakaputanga tuku iho, e tumanakohia ana ka whakanui ake te tono octane mai i te ethylbenzene me te cyclohexane i te whakamahinga o te benzene parakore. Heoi, i te haurua tuatahi o te tau, i te nuinga o te wā ka heke te kawenga o te umanga i muri i te whakawhānui i te kaha, ā, he iti iho te whakamahinga o te benzene parakore i te kaha whakaputa. I roto i te horopaki o te whakamahinga whakamutunga i te haurua tuarua o te tau, kāore anō kia tino pai te tumanako, e tumanakohia ana ka tino hurihia te whakamahinga o te benzene parakore ki raro iho i te uara ariā.

Mō ngā kawemai, kei te heke tonu te tono mō ngā taunga rererangi i te Hononga o Amerika me Ūropi, ā, ka mutu te tihi haereere raumati i te Hononga o Amerika i te haurua tuarua o te tau i te marama o Hepetema, e matapaetia ana ka piki ake te hiahia o te Tai Rāwhiti o Āhia ki te kaweake i te benzene parakore ki Haina i te haurua tuarua o te tau, ā, tera pea ka hoki te nui o te kawemai ki te taumata o te 250-300,000 tana/marama.

I te nuinga o te wā, he pumau te utu o te hinu mata i te haurua tuarua o te tau, ā, kua whakakotahihia te tautoko utu. Ko te taputapu whakaputa ariā o raro iho ka nui ake i te whakaurunga hou o te benzene hinu me te hydrobenzene, engari e matapaetia ana ka heke te tere mahi tuturu i te katoa, ā, e matapaetia ana ka piki ake te rahinga kawemai, nō reira kua pai ake te taha tuku me te tono o te benzene parakore, engari he iti te whānuitanga. E matapaetia ana te utu o te benzene parakore i te hauwhā tuatoru nā te hokinga mai o ngā taputapu tiaki o raro iho me te hanganga o ngā taputapu hou hei tiki i te mana piki utu, engari nā te ngoikore o ngā hua kore-whakauru o raro iho, ka piki te benzene parakore ki te tihi o te iti, me te tukunga o te kaha whakaputa hydrobenzene i te hauwhā tuawhā, ka huri anō te taha tuku me te tono ki te nui o te tuku, kātahi ka matapaetia ka whakaatu te utu i te ia heke.

I te hauwhā tuarua, i pāngia te aniline e te ngoikore o te tono, ā, ka tīmata te heke iho. I runga i te whakamahere whakahou o Yantai Wanhua i te marama o Ākuhata, ki te tutuki te mahere whakahou e ai ki te wā i whakaritea, tera pea ka taea e ia te hiki ake i te mākete aniline. Heoi, i te marama o Hepetema, i whakatinanahia ngā waeine Fujian Wanhua me Chongqing Changfeng 2, ā, i tino piki ake te tuku aniline i Haina ki te Tonga me Haina ki te Tonga-uru, ka whakarei ake i ngā puna hoko a tawhio noa. I te nuinga o te wā, i ngoikore te mākete aniline i te hauwhā tuarua me te hauwhā tuatoru, engari i roto i te hauwhā tuawhā, ka tīmata ētahi ota ki te whiwhi ota mō te tau e tū mai nei, kua piki ake te tono mō ngā rauemi mata, e matapaetia ana ka hoki anō ngā utu aniline i te hauwhā tuawhā ki te whakataurite ki te hauwhā tuatoru.