A kwata na farko, kasuwar aniline ta yi ta canzawa, kuma matsakaicin farashin wata-wata ya karu a hankali. Idan aka ɗauki kasuwar Arewacin China a matsayin misali, mafi ƙarancin maki a cikin kwata ya bayyana a watan Janairu, inda farashin ya kai yuan 9550/ton, kuma mafi girman maki ya bayyana a watan Maris, inda farashin ya kai yuan 13300/ton, kuma bambancin farashi tsakanin babba da ƙarami shine yuan 3750/ton. Babban abin da ya haifar da ƙaruwar farashi daga Janairu zuwa Maris ya fito ne daga ɓangaren wadata da buƙata. A gefe guda, a kwata na farko, manyan masana'antu na cikin gida sun yi gyare-gyare sosai kuma kayan masana'antar sun yi ƙasa. A gefe guda kuma, dawo da buƙatar da aka samu bayan bikin bazara ya haifar da kyakkyawan goyon baya ga kasuwa.

Aikin samar da kayayyaki ya ci gaba da tallafawa sosai farashin aniline ya tashi
A kwata na farko, aikin samar da kayayyaki na kasuwar aniline ya ci gaba da yin tsauri don ƙara farashin. Bayan Ranar Sabuwar Shekara, buƙatar hannun jari kafin hutu ya ƙaru, wadata da buƙata ta yi kyau, farashin ya fara bayyana a matsayin ƙarancin sake dawowa. Bayan Bikin Bazara, gyaran kayan aikin aniline na cikin gida ya ƙaru. A watan Fabrairu, jimillar kayan da ake amfani da su a masana'antar aniline ta cikin gida ya kai kashi 62.05%, ƙasa da kashi 15.05% daga Janairu. Bayan shiga Maris, buƙatar tashar ta dawo da kyau. Duk da cewa kayan masana'antu sun dawo da kashi 74.15%, ɓangaren wadata da buƙata har yanzu yana ba da tallafi ga kasuwa, kuma farashin aniline na cikin gida ya ƙaru a watan Maris. Ya zuwa ranar 31 ga Maris, babban farashin aniline a Arewacin China ya kai yuan 13250/ton, idan aka kwatanta da yuan 9650/ton a farkon Janairu, jimlar ƙaruwar yuan 3600/ton, ƙaruwar kashi 37.3%.
Sabbin kayan aikin da aka fitar daga ƙasa sun ci gaba da kasancewa cikin mawuyacin hali
A cikin kwata na farko na 2023, samar da aniline a cikin gida ya kai kimanin tan 754,100, wanda ya karu da kashi 8.3% kwata-kwata da kuma kashi 1.48% a shekara. Duk da karuwar wadata, an fara amfani da na'urar MDI ta Wanhua mai tan 400,000/shekara a lardin Fujian a watan Disamba na 2022, wanda a hankali ya koma daidai bayan kwata na farko. A halin yanzu, na'urar cyclohexylamine mai tan 70,000/shekara a Wanhua a Yantai ta fara gwajin aiki a watan Maris. Bayan da aka fara amfani da sabon karfin samar da shi, bukatar aniline na kayan masarufi a cikin kasa ta karu sosai. Sakamakon haka, kwata na farko na kasuwar aniline gaba daya har yanzu tana cikin mawuyacin hali, sannan kuma tana da goyon baya mai karfi ga farashin.

Ribar masana'antar aniline ta ƙaru a hankali a hankali
Ribar aniline a kwata na farko ta nuna ci gaba da ƙaruwa. Daga watan Janairu zuwa Maris, idan aka ɗauki misali da Gabashin China, matsakaicin ribar da kamfanonin aniline na cikin gida suka samu shine yuan 2,404/ton, wanda ya ragu da kashi 20.87% a wata da kuma kashi 21.97% a shekara. A kwata na farko, saboda ƙarancin wadata a kasuwar aniline ta cikin gida, farashin ya samu goyon baya daga faɗaɗar gibin farashi tare da kayayyakin da ke ƙasa, kuma an gyara ribar masana'antar a hankali. Ganin cewa buƙatar aniline a kasuwar cikin gida da ta fitar da kaya a kwata na farko da kwata na huɗu na 2022 yana da kyau, ribar masana'antar ta ƙaru sosai. Saboda haka, ribar aniline a kwata na farko na 2023 ta ragu a jere.
Bukatar cikin gida ta ƙaru kuma fitar da kaya ta ragu a kwata na farko
A cewar bayanan kwastam da kuma kiyasin bayanai na Zhuo Chuang, ana sa ran fitar da aniline a cikin gida a kwata na farko na 2023 zai kai kimanin tan 40,000, ko kuma ya ragu da kashi 1.3% idan aka kwatanta da kwata na baya, ko kuma ya ragu da kashi 53.97% duk shekara. Duk da cewa samar da aniline a cikin gida ya ci gaba da karuwa a kwata na farko, fitar da aniline a kwata na farko na iya nuna ɗan raguwa idan aka kwatanta da kwata na baya saboda karuwar bukatar cikin gida da kuma rashin wata fa'ida a kasuwar fitar da kaya. Idan aka kwatanta da kwata na farko na 2022, saboda karuwar kayan masarufi a Turai a kwata na farko na 2022, matsin farashin masu samar da aniline na cikin gida ya karu, kuma bukatar shigo da kayayyakin aniline daga China ta karu sosai. A karkashin fa'idar farashin fitar da kaya, masu samar da aniline na cikin gida sun fi son fitar da kaya. Tare da fitar da sabon karfin samar da kayayyaki a kasar Sin, yanayin wadatar albarkatun aniline a cikin gida zai fi bayyana. Ana sa ran kasuwar fitar da kayayyaki a kwata na biyu za ta iya ci gaba da kasancewa ƙasa da yadda take a yanzu, tare da ƙarancin wadata.
Kwata na biyu ya yi tsammanin aikin girgiza mai rauni a cikin kewayon
A kwata na biyu, ana sa ran kasuwar aniline za ta yi tashin gwauron zabi. A ƙarshen watan Maris, farashin aniline ya kai wani matsayi mai girma, rikicin kayayyaki da aka samu a ƙasa, haɗarin kasuwa ya ƙaru a watan Afrilu ya fara raguwa cikin sauri. A cikin ɗan gajeren lokaci da matsakaici, sashin aniline ya ci gaba da samarwa a hankali kuma yana tafiya kusa da cikakken kaya, kuma ɓangaren samar da kayayyaki a kasuwa yana da sauƙin lalacewa. Duk da cewa Huatai yana shirin gudanar da bincike da gyara a watan Afrilu, Fuqiang da Jinling suna shirin gudanar da bincike da gyara a watan Mayu, bayan watan Mayu, masana'antar tayar da kaya za ta shiga lokacin hutu, wanda hakan ke rage buƙatar taimakon roba a ƙasan aniline, kuma ɓangaren wadata da buƙata na kasuwar aniline zai ragu a hankali. Daga yanayin kayan masarufi, kodayake farashin benzene da nitric acid tsarkakakke har yanzu yana da ƙarfi, amma saboda ribar masana'antar aniline ta yanzu har yanzu tana da wadata, don haka ɓangaren farashi na ƙaruwa mai kyau ko iyakancewa. Gabaɗaya, a kwata na biyu, a ƙarƙashin ƙarancin wadata da buƙata, kasuwar aniline ta cikin gida na iya gudanar da dukkan nau'ikan juyawa.
Lokacin Saƙo: Mayu-18-2023




