South Korea Yayambitsa Kafukufuku Wotsutsa Kutaya Zinthu Pa PVC Yaku China; ABS & PP Yadutsa RMB 300/Ton Pakati pa Rallis

Pambuyo pa India ndi Thailand, South Korea yayamba njira zamalonda zogulitsira zinthu zochokera ku China monga PVC. Malinga ndi malipoti a atolankhani aku South Korea a pa Julayi 8, 2026, Korea Trade Commission idapereka Chilengezo Nambala 2026-13, kuyambitsa kafukufuku wotsutsana ndi kutaya zinyalala za PVC zomwe zimapangidwa ku China kuti zitsimikizire milandu yokhudza kutaya zinyalala komanso kuvulala kwa mafakitale am'nyumba. Kafukufukuyu akuyang'ana kwambiri opanga mankhwala awiri akuluakulu aku China: Tianjin Bohua ndi Wanhua Chemical.

Deta yovomerezeka yamalonda ikuwonetsa kuti kuchuluka kwa PVC komwe China imatumiza ku South Korea kwakwera kwambiri: matani 10,900 mu 2023, matani 14,400 mu 2024, ndi matani 40,400 mu 2025.

Ngati kutaya zinyalala kwatsimikizika pachigamulo chomaliza, South Korea ikhoza kuyika msonkho woletsa kutaya zinyalala pa PVC yaku China. M'mbuyomu, South Korea idapereka chigamulo chomaliza pa utomoni wa PVC womwe umatumizidwa kuchokera ku Germany, France, Norway ndi Sweden, ndipo idapereka msonkho woletsa kutaya zinyalala kuyambira 25.79% mpaka 31.55%.

Kuwonjezeka kwa kusamvana pakati pa US ndi Iran kwachititsa kuti mitengo ya mafuta osakonzedwa padziko lonse ikwere mofulumira. Mitengo ya mafuta osakonzedwa padziko lonse ya WTI ndi Brent yakwera kwa masiku awiri otsatizana, zomwe zapangitsa kuti ndalama zopangira mafuta zikwere kwambiri m'makampani onse opanga mankhwala.

Mafuta akunja opangidwa ndi mankhwala a m'dziko muno adakwera kwambiri tsiku lomwelo: mafuta osakonzedwa +3.95%, mapulasitiki +1.97%, styrene +1.53%, paraxylene +1.21%, propylene +1.05%. PVC, PET ndi PP zomwe zili m'mabotolo nazonso zidapeza phindu losiyanasiyana.

Msika wamakono, nkhawa zokhudzana ndi mikangano yandale zinayambitsa malingaliro olakwika okhudza kugula zinthu. Opanga akuluakulu kuphatikizapo Lihuayi, Dagu ndi Ningbo Formosa Plastics adakweza mitengo ya ABS ndi RMB 200–600 pa tani. Mitengo ya ABS, PE, PP, PC ndi ma resin ena idapitilira kukwera.

Komabe, Xinhua idatchula malipoti a atolankhani aku US pa Julayi 9 kuti Purezidenti wa US Trump adati Iran idalankhula ndi Washington posachedwapa ndipo ikufunitsitsa kukwaniritsa mgwirizano. Nkhaniyi ikhoza kuchepetsa mantha amsika okhudza kukwera kwa mikangano, ndipo kukwera kwa mitengo ya zinthu zopangira chifukwa chogula zinthu mopanda chiyembekezo m'masiku awiri apitawa kukuyembekezeka kuchepa pang'onopang'ono.