Nhanganyaya: Mushure mekunge musika weMDI wakachena wemuno waenda kuchitoro chekuchengetedza zvinhu padanho repamusoro muna Chivabvu, kudzikira kwakaramba kuchienderera mberi muna Chikumi, zvichiratidza kuti zvinhu zvakapedzwa uye zvinhu zvisina kugadzirwa zvakagadziriswa, MDI yakachena kuburikidza nemwedzi miviri yekubvisa zvinhu, musika weslurry wakatanga kutenga zvinhu, zvichiratidza kuti kutanga kwekudiwa kunogona kubatsira MDI yakachena kufambira mberi here?

Mitengo inochinja-chinja zvishoma nezvishoma uye inoramba ichichinja zvinhu zviri mumagariro evanhu

Muna 2023, mutengo weMDI yakachena uri panzvimbo yakatarwa kwemakore anoda kusvika matatu, nenzvimbo shoma yekuchinja-chinja. Zvisinei, kubvira pakati paKubvumbi, mutengo wemusika weMDI yakachena wakakwira zvishoma nezvishoma uye wakaramba uchichengetedza mutengo wakakwira wegore, asi mutengo uchiri padanho rakaderera renguva imwe chete mumakore apfuura. Padanho iri remutengo, divi rekuda zvinhu rakajairika, kuteverwa kweodha kunoenderera mberi, uye uwandu hwezvigadzirwa zvakapedzwa pakutanga hunoongororwa. Padanho iri, uwandu hwezvinhu zviri musocial media hunoramba huchiongororwa, uye uwandu hwezvinhu zviri mudownstream hwapindawo padanho rakaderera.

Kurasikirwa kwekugadzirisa kunoramba kuri kwakaderera, izvo zvakanaka kune divi rekupa zvinhu pamusika

Shanghai Lianheng, fekitari ine doro rinodarika matani 35,000 pagore, yakatanga kugadziriswa zvakatevedzana kubva muna Chikumi 11, zvichikanganisa indasitiri yeShanghai Huntsman neShanghai BASF yekugadzirisa, uye pamusoro pekutsigira kugadzirisa, Ningbo phase I, 400,000 matani pagore, indasitiri yephase II, 800,000 matani pagore, indasitiri yeFujian, ine 50% yemutoro uripo. Dhipatimendi rematani 600,000 pagore muShanghai rakaderedzwa nekuda kwematambudziko ekupa zvinhu zvakabikwa. Midziyo yakawanda yekuchengetedza + mhedzisiro yakaipa, mutoro weMDI wemumba wakaramba uripo ne60% chete, uye kubva munaKurume, mutoro weMDI wakaramba uchiderera, uye mwero wekushanda muna Chikumi naChikunguru wakaramba uripo ne60%.

Mutoro wemvura unowedzera zvishoma nezvishoma, uye kuwedzera kwemvura inotsvedza ndiko kwakanyanya kuoneka

Muna Chivabvu, mutoro wese wekudiwa kwemvura wakakwira. Pakati pavo, mutoro we slurry unochengetwa pa 60%, mutoro wemvura chete unochengetwa pa 5-60%, mutoro we TPU unochengetwa pa 70%, uye mutoro we spandex unochengetwa pa 7-8%. Zvisinei, nesimba shoma rekushandisa re terminal mu warehouse, kuwedzera kwe order dze warehouse, order dzisina simba pakati nepakati paMay, dzichipinda muchikamu chekugaya, uye purofiti yese ye downstream haina kunaka, slurry ye downstream, sole liquid, mutengo wekutengesa we TPU musika wakaderera, purofiti shoma, zvichikonzera kushaya chivimbo che downstream, low trading volume inokonzerwa nekuchengetedzwa kwemutoro, shanduko shoma mumutoro. Asi tarisiro yemusika wemangwana haisati yave netariro. Uye musika we spandex nekuda kwe inventory yakakwira, open negative state, demand yakaderera. Pakati pavo, mutoro we slurry uchava 4-5 muzana, mutoro we sole liquid uchachengetwa pa5 muzana, mutoro we TPU uchachengetwa pa 5-6 muzana, uye mutoro we spandex uchachengetwa pa 7 muzana. Zvisinei, pakati nepakati nekupera kwaJune, mitengo ye slurry, sole stock, spandex ne TPU yakapinda mu low point, mushure mekugayiwa kwezvinhu kusvika pa low point, zvinhu zvakagadziriswa BDO ne AA zvakatanga zvakatevedzana, kufarira kutenga kwakawedzera, uye terminal market yakawedzera nekuda kwemutengo wakanakira, kufarira kutenga kwakawedzera, mutoro we downstream wakawedzera zvishoma nezvishoma, kunyanya kuda kwe slurry market kutevera kuwedzera kwacho kuri pachena.

Tichifunga nezvezvinhu zvishoma zviripo pari zvino, huwandu hwezvishandiso zvekugadzirisa, uye hurongwa hwekuchengetedza kwenguva refu hwezvishandiso zvekunze kwenyika, mudziyo weBorst Chemical Company MDI weHungary (350,000 matani pagore) wakatanga kumisa kugadzirwa musi wa18 Chikunguru wekugadzirisa nekushandura tekinoroji nekuwedzera, uye wakawedzera kusvika matani 400,000 pagore mushure mekushandurwa kwehunyanzvi. Zvinotarisirwa kuti kugadzirisa kuchatora mazuva angangoita makumi masere, uye divi rekupa richachengetedza nzvimbo shoma yekuchengetera. Rutivi rwekuda rwakaiswa pamusoro runotanga muzvikamu, uye simba rekuwedzera nhanho mumunda rinopisa, kana kukanganisa nzvimbo pfupi yeMDI yakachena yekukwevera pasi. Zvisinei, kugona kwese kwekushandisa kwemusika wekupedzisira hakuna kunaka, uye mudziyo wekuchengetedza weMDI wakachena unochengeta chikamu chehurongwa hwekutyaira mukati memwedzi yepakati neyekupedzisira, uye chitoro chezvishandiso chinotarisirwa kuwedzera zvishoma kana kukanganisa kushanduka kwehukuru uye nguva, uye kuramba uchitevera kuwedzera kwekuda uye shanduko yehuwandu hwekugovera munguva inotevera.