BEIJING, Chikunguru 16, 2025 - Musika we dichloromethane (DCM) muChina wakasangana nekudzikira kukuru muhafu yekutanga ya2025, nemitengo ichidzikira kusvika padanho rakaderera mumakore mashanu, zvichienderana neongororo yeindasitiri. Kuwanda kwezvinhu kuri kuramba kuchienderera mberi, zvichikonzerwa nekuwedzera kwesimba idzva uye kushomeka kwezvinodiwa, ndizvo zvakatsanangura mamiriro emusika.
Zvinhu Zvikuru Zvakaitika paH1 2025:
Kudonha Kwemitengo: Avhareji yemutengo wekutengeserana kwakawanda muShandong wakaderera kusvika pa2,338 RMB/tani musi wa30 Chikumi, zvichidzika ne0.64% pagore (YeY). Mitengo yakakwira pa2,820 RMB/tani kutanga kwaNdira asi yakaderera kusvika pa1,980 RMB/tani kutanga kwaChivabvu - shanduko ye840 RMB/tani, yakakura zvakanyanya kupfuura 2024.
Kuwanda Kwemagetsi Kwawedzera: Kugona kutsva, kunyanya fekitari yemethane chloride inokwana matani 200,000 pagore muHengyang kutanga muna Kubvumbi, kwakaita kuti huwandu hwemagetsi anobuda muDCM husvike pamatani 855,700 (kukwira ne19.36% pagore). Mwero wekushanda kweindasitiri (77-80%) uye kuwedzera kwekugadzirwa kweDCM kuti zvidzivirire kurasikirwa kweChloroform pamwe chete nezvigadzirwa zvakawedzera kumanikidzwa kwemagetsi.
Kukura kweKudiwa kwechinhu kunoderera: Kunyange hazvo simbi yemuchina wekupisa R32 yakashanda zvakanaka (zvichikonzerwa nemitengo yekugadzira zvinhu uye kudiwa kwakanyanya kwemhepo inotonhodza pasi pemari inotsigirwa nehurumende), kudiwa kwechinyakare kwezvinonyungudutsa kwakaramba kusina kusimba. Kuderera kwehupfumi hwenyika, kusawirirana kwekutengeserana pakati peSino-US, uye kutsiva ne ethylene dichloride (EDC) yakachipa zvakaderedza kudiwa kwechinhu ichi. Kutengeswa kwezvinhu kunze kwenyika kwakawedzera ne31.86% pagore kusvika pa113,000 matani, zvichipa zororo asi hazvina kukwana kuenzanisa musika.
Purofiti Yakakwira Asi Yaderera: Pasinei nekuderera kwemitengo yeDCM neChloroform, purofiti yepakati peindasitiri yakasvika 694 RMB/ton (yakakwira 112.23% YoY), ichitsigirwa nemitengo yakaderera zvikuru yezvinhu zvakabikwa (chlorine yemvura yaisvika -168 RMB/ton). Zvisinei, purofiti yakaderera zvakanyanya mushure meChivabvu, ichidzika pasi pe100 RMB/ton muna Chikumi.
Maonero eH2 2025: Kuenderera mberi kweDzvinyiriro & Mitengo Yakaderera
Kuwedzera Kuchawedzera: Kugona kutsva kukuru kunotarisirwa: Shandong Yonghao & Tai (matani zviuru zana pagore mukota yechitatu), Chongqing Jialihe (matani zviuru makumi mashanu pagore pakupera kwegore), uye mukana wekutangazve kweDongying Jinmao Aluminum (matani zviuru zana nemakumi maviri pagore). Kugona kwese kwemethane chloride kunogona kusvika matani mamiriyoni mana nemakumi matatu nemanomwe pagore.
Zvipingamupinyi zveKudiwa kweMagetsi: Kudiwa kweR32 kunotarisirwa kuderera mushure meH1 yakasimba. Kudiwa kwezvinyungudutswa zvechinyakare hakupi tariro yakawanda. Makwikwi kubva kuEDC ine mitengo yakaderera acharamba aripo.
Cost Support Limited: Mitengo yechlorine yemvura inotarisirwa kuramba iri pasi uye isina kusimba, zvichiita kuti mitengo ikwire zvishoma, asi zvingangoita kuti mitengo yeDCM isakwane.
Kufanotaura Kwemitengo: Kuwanda kwemitengo hakungamboiti kuti kuderera. Mitengo yeDCM inotarisirwa kuramba yakabatana nemitengo yakaderera muH2 yese, pamwe nemwaka wakaderera muna Chikunguru uye wakakwira munaGunyana.
Mhedziso: Musika weChina DCM wakatarisana nekumanikidzwa kwakasimba muna 2025. Kunyange hazvo H1 yakaona kubuda kwepamusoro uye purofiti pasinei nekuderera kwemitengo, tarisiro yeH2 inoratidza kukura kwakawandisa kwezvigadzirwa uye kudiwa kwakaderera, zvichideredza mitengo padanho rakaderera. Misika yekutengesa kunze kwenyika ichiri nzira yakakosha yekubudisa zvirimwa zvemuno.
Nguva yekutumira: Chikunguru-16-2025