Xyoo 2023, cov logic cuam tshuam rau tus nqi ntawm acetone feem ntau yog geopolitical, siab zog thiab cov khoom siv raw cov nqi, cov khoom siv thiab kev thov tsis sib haum xeeb los ntawm kev tsim cov khoom siv tshiab, cov khoom muag qis ntawm cov nkoj thiab cov khoom siv hauv qhov chaw nres nkoj, cov khoom siv nruj ntawm cov khoom siv. qhov chaw, thiab kev tsim kho vaj tse ntawm lub davhlau ya nyob twg factories, kom cov lag luam phenol ketone tseem nyob hauv lub xeev poob. Raws li lub Kaum Ib Hlis 21, 2023, tus nqi nruab nrab hauv tsev acetone hauv 2023 yog 6111 yuan / ton, nce 10.28%.
Kev ua lag luam acetone hauv tsev tau sib xyaw hauv thawj ib nrab ntawm lub xyoo, thiab kev ua lag luam tau khiav ntawm qib siab hauv ib nrab xyoo. Hauv thawj peb lub hlis twg, kev ua lag luam acetone tag nrho pom kev poob qis tom qab nce; Lub standoff tom qab poob sai sai tom qab qhov nce hauv lub quarter thib ob; Los ntawm lub quarter thib peb, acetone tau nce siab thiab nce mus rau qhov siab tshaj plaws hauv lub xyoo. Hauv lub quarter thib plaub, nrog rau kev tsim cov khoom siv tshiab, cov khoom siv hauv tsev tau nce ntxiv, thiab tsis muaj chaw rau kev poob qis.
Hauv thawj peb lub hlis twg, Shenghong Refining thiab Tshuaj 650,000 tons, Jiangsu Ruiheng 650,000 tons, Guangxi Huayi 280,000 tons ntawm phenol ketone cov cuab yeej tau muab tso rau hauv ntau lawm, thiab cov khoom siv hauv tsev tau nce. Thaum lub Ib Hlis Ntuj lig, Lub Caij Nplooj Ntoos Hlav Caij Nplooj Ntoos Hlav tau muaj zog dua, feem ntau cov tuam txhab davhlau ya nyob twg xaiv thim tawm ntawm kev ua lag luam thiab tos, tuav cov khoom lag luam kev xav nyob rau hauv cov khoom xa tuaj siab raug txwv, qee qhov kev hloov pauv tau hnov, tos kom meej meej tom qab lub caij nplooj ntoos hlav Festival, kev lag luam huab cua. yog txias, thiab lub lag luam acetone amplitude tsis loj nyob rau hauv thawj peb lub hlis twg.
Nyob rau hauv lub quarter thib peb, lub tswv yim export arbitrage tau txhim kho, thiab nrog kev tso tawm ntawm cov khoom tshiab muab tso rau hauv kev tsim khoom nyob rau hauv thawj peb lub hlis twg, qhov chaw ntshuam tau pom tseeb raug nyem, lub nkoj thiab cov khoom thauj ncua sij hawm tuaj txog ntawm qhov chaw nres nkoj, qhov chaw nres nkoj cov khoom lag luam poob qis, qhov concentration ntawm cov chaw muab kev pab tau nce, thiab lub cargo tuav thawb lub cua. Kev lag luam hauv qab yog nyob rau hauv lub xeev muaj txiaj ntsig, kev yuav khoom ntawm acetone tau hloov mus rau tus cwj pwm zoo, thiab kev yuav khoom ntawm raw khoom tau nrawm.
Hauv lub quarter thib plaub, plaub pawg ntawm kev txhawj xeeb yuav muab tso rau hauv kev tsim khoom, acetone cov khoom siv hauv tsev yuav tsum tau nce siab, ua rau kev ua lag luam tos-thiab-pom kev xav, txawm hais tias lub peev xwm tsim tawm tshiab tau txhawb nqa cov khoom siv hauv qab bisphenol A, tab sis Kev noj cov acetone yog txwv, kev muag khoom txawv teb chaws tseem nce ntxiv, tsis txhob txiav txim siab txog kev lag luam acetone yuav poob.
Hauv thawj peb lub hlis twg thiab plaub lub hlis twg ntawm 2023, lub peev xwm tsim tawm tshiab hauv tsev yuav yog qhov tseem ceeb, thiab cov khoom siv tshiab tseem yuav raug muab tso rau hauv thawj peb lub hlis twg ntawm 2024, txawm hais tias cov khoom siv txhawb nqa hauv qab yuav nthuav dav ib txhij, yog li kev txiav txim siab ntawm cov khoom siv thiab Qhov kev thov sib npaug, acetone yuav tuav qhov kev hloov pauv nqaim hauv thawj peb lub hlis twg. Nrog rau lub caij ntuj sov tuaj txog, acetone xav tau maj mam xav txog thaum lub caij so, thiab lub khw muag khoom ntawm lub ntiajteb txawj nqus yuav muaj kev pheej hmoo ntawm kev poob qis. Tom qab cua sov, kub cuaj nyiaj kaum tuaj txog, kev lag luam acetone muaj lub zog los thawb, tab sis nws yog ib qho tsim nyog yuav tsum tau ua tib zoo saib xyuas qhov kev tso tawm ntawm lub peev xwm ntawm cov khoom siv downstream expansion, qhov nruab nrab ntawm cov khoom siv hauv tsev phenol ketone thiab cov khoom siv. Kev hloov pauv ntawm tus nqi ntawm cov khoom siv raw, yuav muaj kev cuam tshuam ntau dua rau kev lag luam acetone. Qhov tseem ceeb tshaj plaws yog saib qhov kev hloov pauv ntawm qhov sib txawv ntawm cov khoom siv thiab kev xav tau thiab txiav txim siab tus nqi hloov pauv ntawm qhov chaw ua lag luam. Longzhong cov ntaub ntawv cia siab tias qhov nruab nrab tus nqi nruab nrab ntawm acetone hauv 2024 Tej zaum yuav muaj kev pheej hmoo poob rau xyoo.
Post lub sij hawm: Nov-23-2023