Gabatarwa: Bayan kasuwar MDI mai tsabta ta gida ta tafi wurin sito a cikin babban matakin a cikin watan Mayu, yanayin ƙasa a watan Yuni ya ci gaba da narkar da ƙayyadaddun ƙididdiga na kayan da aka gama da kayan ƙima, MDI mai tsafta ta cikin watanni biyu na lalata, kasuwar slurry na ƙasa ta fara siye. niyya, a ƙarƙashin farkon buƙatu, na iya taimakawa tsantsar MDI don ci gaba?

Farashin yana canzawa a cikin kunkuntar kewayo kuma yana ci gaba da narkar da abubuwan ƙirƙira na zamantakewa

A cikin 2023, farashin MDI mai tsabta yana samuwa a matsayi na dangi na kusan shekaru uku, tare da iyakancewar sararin samaniya gaba ɗaya. Duk da haka, tun daga tsakiyar watan Afrilu, farashin kasuwa na MDI mai tsabta ya tashi sannu a hankali kuma ya ci gaba da kula da farashin mafi girma na shekara, amma farashin har yanzu yana kan ƙananan matsayi na daidai wannan lokacin a shekarun baya. A wannan matakin farashin, ɓangaren buƙatun yana da ƙarancin gama gari, ana ci gaba da bin tsari, kuma ana narkewar kayan da aka gama a farkon matakin. A wannan mataki, kididdigar zamantakewa na ci gaba da narkewa, kuma kayan aikin da ke ƙasa su ma sun shiga ƙasa kaɗan.

Rashin kulawa yana ci gaba da raguwa, wanda ke da kyau ga bangaren samar da kasuwa

Shanghai Lianheng 35+ 240,000 ton / shekara uwar giyar shuka fara da za a gyare-gyare jere daga Yuni 11, shafi Shanghai Huntsman da Shanghai BASF gyara shuka, da kuma goyon bayan goyon baya, Ningbo lokaci I 400,000 ton / shekara shuka rufe kiyayewa, lokaci II 800,000. ton / shekara shuka low korau aiki, ban da Fujian shuka korau aiki, kula da game da 50% na on-load. Rukunin tan 600,000/shekara a Shanghai an rage shi saboda matsalolin samar da albarkatun kasa na gaba. Multiple sets na na'urar kiyayewa + mummunan tasiri, cikin gida MDI overall load kawai kiyaye game da 60%, kuma tun Maris, da tsarki MDI overall load ya ci gaba da raguwa, da kuma aiki kudi a watan Yuni da Yuli kawai kiyaye game da 60%.

Load ɗin da ke ƙasa yana ƙaruwa a hankali, kuma haɓakar slurry shine mafi bayyane

A watan Mayu, jimlar buƙatu na ƙasa ya yi yawa. Daga cikin su, ana kiyaye nauyin slurry a kusan 60%, ana kiyaye nauyin ruwa kawai a 5-60%, ana kiyaye nauyin TPU a kusan 70%, kuma ana kiyaye nauyin spandex a 7-8%. Koyaya, tare da ƙarancin ikon amfani da tashar tashar zuwa cikin sito, haɓakar odar sito, ƙarancin buƙatun buƙatu a tsakiyar da ƙarshen Mayu, shigar da matakin narkewa, da fa'ida gabaɗaya gabaɗaya ba ta da kyau, slurry na ƙasa, tafin kafa. ruwa, kasuwar TPU gabaɗaya farashin ciniki yana da ƙasa, ɗan riba kaɗan, yana haifar da rashin amincewar ƙasa, ƙarancin kasuwancin da ke tafiyar da aikin kiyaye kaya, ƙaramin canji a cikin kaya. Amma hasashen kasuwa na gaba har yanzu ba shi da kyakkyawan fata. Kuma kasuwar spandex saboda babban kaya, yanayin mara kyau, buƙatu ya ragu. Daga cikin su, nauyin slurry zai kasance kusan kashi 4-5, za a kiyaye nauyin ruwa na tafin kafa a kashi 5, za a kiyaye nauyin TPU a kusan kashi 5-6, kuma za a kiyaye nauyin spandex a kusan kashi 7. Duk da haka, tare da tsakiyar da marigayi Yuni, farashin kasuwa na slurry, sole stock, spandex da TPU sun shiga cikin ƙananan matsayi, bayan ƙaddamar da kaya zuwa ƙananan ma'ana, albarkatun BDO da AA sun fara ci gaba, sha'awar siyan ya karu, kuma Kasuwar tasha ta karu saboda fa'idar farashin, sha'awar siyan ya yi zafi, nauyin da ke ƙasa ya karu sannu a hankali, musamman buƙatun kasuwar slurry don bibiyar karuwar a bayyane.

Idan akai la'akari da ƙananan ƙididdiga na zamantakewa na yanzu, ƙaddamar da na'urorin kulawa, da kuma tsarin kulawa na dogon lokaci na na'urorin ketare, na'urar Borst Chemical Company MDI na Hungary (ton 350,000 / shekara) ya fara dakatar da samarwa a ranar 18 ga Yuli don kulawa da canji na fasaha da fadadawa. , kuma ya karu zuwa ton 400,000 / shekara bayan canjin fasaha. Ana sa ran cewa kulawar zai ɗauki kimanin kwanaki 80, kuma bangaren samar da kayayyaki zai kula da ƙarancin ajiya. Bangaren buƙatun da aka ɗora yana farawa a matakai, kuma ƙarfin haɓaka matakin a cikin filin yana yin zafi, ko kuma yana shafar tsantsar cibiyar MDI na ɗan gajeren lokaci. Koyaya, gabaɗayan ƙarfin amfani da kasuwar tashar tashar ba ta da kyau, kuma tsarkakakken na'urar kiyayewa ta MDI tana adana ɓangaren tsarin tuki a tsakiyar da ƙarshen watanni, kuma ana sa ran kantin sayar da kayayyaki zai ƙaru kaɗan ko kuma ya shafi haɓakar haɓakawa da tsawon lokaci. , da kuma ci gaba da bibiyar karuwar buƙatu da sauye-sauyen ƙarar samarwa a cikin lokaci na gaba.