Nkhani Zamakampani
-
PVC: Kukweza Ndemanga Zoyipa, Kusinthasintha Kwambiri ndi Bearish Bias
Kusinthasintha kwa mitengo ya mafuta osakonzedwa kwasintha malingaliro amsika posachedwapa. Mitengo ya mafuta osakonzedwa padziko lonse lapansi yatsika pambuyo poti zinthu zakwera kwambiri, zomwe zafooketsa chithandizo cha msika wa mankhwala. Ngakhale kuti unyolo wa pulasitiki ndi mankhwala wa nthawi yochepa ukuchepa pang'ono, ogwiritsa ntchito akuwonetsa kukana kwakukulu kwa zinthu zopangira zokwera mtengo. Pokhala ndi mavuto ambiri okhudzana ndi zinthu zosungidwa, PVC sichita bwino kwambiri pa unyolo wonse wa mafakitale. Zinthu zosungidwa za PVC zili pa matani 1.374 miliyoni, zomwe zikukwera ndi 0.20% pamwezi ndipo zikukwera ndi 70.63% pachaka. Malinga ndi Longzhong Data, kuyambira pa Marichi 26, masiku osungidwa mpaka kupanga a opanga PVC aku China adatsika ndi 6.67% pamwezi kufika pa masiku 5.6, chifukwa zinthu zogulitsidwa m'misika yakunja ndi yakunja zikuperekedwa kwambiri. Maganizo amsika akadali... -
Malonda a PVC Amphamvu Posinthasintha, Okhala ndi Mipata Yambiri; Ma PP Polyolefins Amapereka Mwayi Wogulitsa Kwakanthawi
PVC: Kusinthasintha Kwambiri, Zinthu Zambiri Zachepetsa Kuthekera Kokwera M'masiku apitawa amalonda, mgwirizano waukulu wa PVC wamtsogolo unatsika ndi 1.48%, pomwe mitengo yokhazikika ku East China inatsika ndi 80 CNY/tani ndipo maziko ake akukhazikika. Msika waukulu uli pakati pa nkhawa zopezera zinthu zopangira zomwe zimayendetsedwa ndi ndale zakunja, kuyambitsidwa kwa kufunikira kwa masika amkati ndi zinthu zambiri. Mothandizidwa ndi ndalama zokhazikika kwakanthawi kochepa, mitengo ya PVC imasinthasintha kwambiri pomwe kuthekera kokwera kumachepetsedwa kwambiri ndi zinthu zambiri. Kumbali yopereka, kuchuluka kwa ntchito ya PVC yochokera ku ethylene kunatsika chifukwa cha mtengo wokwera, zomwe zimapangitsa kuti pakhale ziyembekezo zolimbitsa kapangidwe kake. Mitengo yogwirira ntchito ya mapaipi ndi mbiri yotsika inakweranso nyengo koma inakhalabe yotsika, ndi kugula komwe kumangokhala kufunikira kolimba komanso... -
Kukwera kwa Mitengo ya Mafuta ku Middle East | Chemdo Yateteza Unyolo Wopereka Zinthu Padziko Lonse
Mikangano yowonjezereka ya Middle East, kusokonezeka kwa sitima ya Strait of Hormuz ndi mafuta opangidwa kuchokera ku Brent kufika pa $120 pa mbiya zapangitsa kuti mitengo ya zinthu zopangira pulasitiki ku China ikwere (Mar 20-23). PE/PP/PVC/ABS yawona kukwera kwakukulu, ndi kukwera kwa 7.93% patsiku limodzi, zomwe zapangitsa kuti pakhale zovuta zogulira zinthu—Shanghai Chemdo Trading Co., Ltd. ikuyimira kampani yodalirika padziko lonse lapansi, ikupereka mayankho okhazikika pakati pa kusakhazikika. Kusuntha kwa Mitengo Kofunika (CNY/ton) Chiyembekezo cha Msika: Mitengo ya zinthu ikadali yokwera ngakhale kuti zinthu sizikusintha bwino; PP/PVC ikukumana ndi mipata yambiri yogulira zinthu ndi kukonza kwa nthawi yayitali kwa fakitale, PE ikuwona kusiyana kwamkati, ndipo ABS ikukhudzidwa ndi mitengo ya styrene yokwera—kusakhazikika kwakukulu kuti kupitirire kwakanthawi kochepa. Chemdo: Mnzanu Wanu Wolimba Padziko Lonse wa Polymer Likulu lake ku Shanghai, China, Shanghai Chemdo Trading Co., Ltd.... -
23,000 RMB/tani! Yawirikiza kawiri m'masiku 10, Yakwera ndi 4,000 RMB/tani pamwezi! Mkangano wa ku Middle East Wagunda Unyolo wa Mankhwala, ABS Yakwera ndi 500 RMB/tani mu Tsiku Limodzi
Kuyambira mu Marichi 2026, misika ya mankhwala ndi pulasitiki padziko lonse lapansi yakumana ndi zodabwitsa kwambiri chifukwa cha kuwonongeka kwakukulu kwa mikangano yandale ku Middle East komanso kusokonekera kwa zombo ku Strait of Hormuz, zomwe zimawonedwa ngati zochitika zamphamvu kwambiri. Mitengo yamafuta osakonzedwa padziko lonse lapansi (WTI, Brent) yakwera kwambiri, zomwe zikukweza mitengo mu unyolo wonse wamafuta opangidwa ndi mafuta osakonzedwa komanso kuyambitsa mavuto akulu mu unyolo wopereka mafuta padziko lonse lapansi. Mitengo yazinthu zopangira mankhwala ofunikira yakwera: zinthu zopangira mankhwala zopitilira 100 zakwera kwambiri kwakanthawi kochepa (kuyambira koyambirira kwa Marichi mpaka pakati pa Marichi). Pakati pawo, zinthu zofunika kwambiri monga acrylic acid, hexamethylenediamine, methylene chloride, butadiene, benzene yoyera ndi styrene zidalemba phindu lalikulu kwambiri. Mwachitsanzo, hexamethylenediamin... -
Mikangano ya ku Middle East Yayambitsa Kukwera kwa Mitengo ya Polypropylene Padziko Lonse (PP) ku Asia Yalemba Kukwera Kwambiri
Deta yochokera ku Platts, gawo la S&P Global Energy, ikuwonetsa kuti mitengo ya polypropylene (PP) padziko lonse lapansi yakwera kwambiri kuyambira kumayambiriro kwa Marichi, chifukwa cha nkhondo yomwe ikupitilira ku Middle East. Mitengo ya jekeseni ya PP homopolymer ku Europe yakwera ndi €220/mt kuyambira kumayambiriro kwa Marichi. Pofika pa Marichi 13, mtengo wokhazikika (kutumiza kwaulere) wa jekeseni ya PP homopolymer ku Northwest Europe unali pa €1,200/mt. Pa Marichi 11, Platts adayesa CFR North Africa PP raffia grade pa $1,290/mt, kukwera $190/mt sabata iliyonse. Izi zikuyimira phindu lalikulu kwambiri la sabata imodzi kuyambira pomwe kuwunika kwamitengo kudayambitsidwa pa Marichi 17, 2021. Mitengo ya jekeseni ya CFR West Africa raffia yakwera ndi 39% kuyambira pomwe mkanganowo udayamba. Platts adayesa CFR Far East Asia PP jakisoni grade pa $1,180/mt,... -
Mikangano ya Geopolitical ndi Mipikisano ya Ndondomeko: Msika wa PVC ku China Ukukumana ndi Mayeso Awiri a Moto ndi Ayezi
Chiyambi Msika wa mankhwala padziko lonse lapansi wawona kusakhazikika kwakukulu kumayambiriro kwa chaka cha 2026. Mikangano yatsopano yandale ku Middle East komanso kukwera mwadzidzidzi kwa mkhalidwe ku Iran kwapangitsa mwachindunji kukwera kwa mitengo yamafuta osakonzedwa, komwe kumadziwika kuti "mayi wa makampani opanga mankhwala." Komabe, pamsika wa polyvinyl chloride (PVC) waku China, "moto" wakunja uwu wagundana ndi "kuchepa kozizira" kuchokera ku kusintha kwa mfundo zamkati. Pakati pa mgwirizano wovuta wa chithandizo cha ndalama ndi kuchotsa misonkho yochokera kunja, makampani a PVC aku China ali pamphambano yodzaza ndi kusatsimikizika. Zoyipa: Mikangano ya Zandale Yayatsa Chithandizo cha Ndalama Kukwera kwaposachedwa ku Iran kwakhala kusintha kwakukulu pamsika wamagetsi padziko lonse lapansi. Monga membala wofunikira wa Bungwe la Mayiko Otumiza Mafuta ... -
Kusintha Kwambiri kwa Ndondomeko ya Misonkho ya ku US: Zotsatira Zosiyana za Kapangidwe kake pa Makampani a Pulasitiki ndi Chlor-Alkali aku China
Chiyambi Kuyambira pa February 20 mpaka 24, 2026, ndondomeko ya msonkho ya US idasinthidwa kwambiri. Kusintha kwa mitengo kumeneku pamsika wamakampani opanga mankhwala ku China kunawonetsa kusiyana kwa kapangidwe kake, ndipo njira yayikulu yotumizira yasintha kuchoka pa "kukhudzidwa mwachindunji kwa malonda" kupita ku "kuchepetsa kufunikira kwa malonda ndi kukonzanso kayendedwe ka malonda padziko lonse lapansi". I. Kufotokozera kwa Chochitika Kuyambira pa February 20 mpaka 24, 2026, ndondomeko ya msonkho ya US idakumana ndi kusintha kwakukulu: pa February 20, Khothi Lalikulu la US lidagamula kuti "ndalama zobwezera" za 10% zomwe zidakhazikitsidwa kale ndi boma la Trump pansi pa International Emergency Economic Powers Act (IEEPA) zinali zosaloledwa ndipo zidachotsedwa; komabe, pa February 24, boma la US nthawi yomweyo lidakhazikitsa lamulo la 15% kwakanthawi... -
Zochitika Zamsika Zam'nyengo ya Chikondwerero cha Masika ku PE ndi Chiyembekezo Pambuyo pa Tchuthi
Pa Chikondwerero cha Masika cha 2026 mu February, mabizinesi ambiri opanga mafuta m'nyumba adasunga kupanga bwino. Mabizinesi ena adachepetsa ntchito zawo chifukwa cha kukwera kwakukulu kwa mitengo ya mafuta osakonzedwa panthawi ya tchuthi, koma kuchuluka kwa ntchito yonse kudapitilirabe pamlingo woyenera. Chifukwa cha kukhudzidwa ndi kupanga kosalekeza panthawi ya tchuthi, kuchedwa kubwezeretsa zinthu pambuyo pa tchuthi komanso kufika pasadakhale kwa zinthu zina zomwe zidatumizidwa kunja (zomwe poyamba zinkayenera kufika pakati mpaka kumapeto kwa February) m'madoko asanafike komanso panthawi ya tchuthi, kusonkhanitsa zinthu zamafuta ndi zachikhalidwe kunakula kwambiri. Deta ikuwonetsa kuti pofika pa February 24, zinthu zonse za Sinopec ndi PetroChina (zomwe zikuphatikizapo mapulasitiki wamba kuphatikiza PE, PP, ABS yochepa, PS ndi EVA) zidafika matani 940,000,... -
Makampani a PV: Kukweza Zinthu Zopepuka ndi Zosasinthika pa Nyengo
Pakadali pano, makampani opanga magetsi a photovoltaic (PV) ali mu gawo losintha kapangidwe kake chifukwa cha kuchuluka kwa mphamvu zamagetsi, zomwe zikufulumizitsa kuphatikizika kwa makampani. Komabe, kufunikira kwa nthawi yayitali kukupitilirabe kukhala ndi chiyembekezo. Kupita patsogolo, luso laukadaulo ndi kuwongolera ndalama zipitiliza kupititsa patsogolo kufalikira kwa mitundu yosiyanasiyana ya ntchito. Makanema oyambira a EVA akhala akulamulira msika kwa nthawi yayitali chifukwa cha njira zawo zopangira zokhwima komanso mtengo wotsika. Komabe, zofooka zawo pakukana nyengo komanso kukana kuwonongeka komwe kungachitike (PID) zalimbikitsa makampaniwa kufunafuna njira zina zabwino kwambiri. Zipangizo zolumikizira magetsi za POE, zomwe zili ndi mphamvu zabwino kwambiri zotchingira nthunzi ya madzi komanso kukana magetsi kwambiri, zakhala zinthu zomwe anthu ambiri amasankha paukadaulo wothandiza kwambiri... -
Kufunika kwa rPET yapamwamba kwambiri ku Brazil kwatsika pamene unyolo woperekera zinthu ukusinthasintha
SÃO PAULO (ICIS)–Kufunika kwa ma flakes a polyethylene terephthalate (rPET) obwezerezedwanso ku Brazil kukupitirira kufooka pamene mpikisano wa zinthu zomwe sizinali bwino ukukulirakulira komanso kusintha kwa mphamvu za unyolo. Kufunika kwa ma flakes apamwamba kwatsika poyerekeza ndi opanga ma Pellet omwe sanali bwino akudula ma flakes akunja. Kufalikira kwapamwamba kwatsika. Mphamvu yayikulu yapangidwa kuti igwiritsidwe ntchito pa ma flakes a rPET omwe sanali bwino kwambiri m'zaka zaposachedwa. Mphamvu imeneyo yawonjezeredwa makamaka kuti ipereke ntchito zapamwamba za rPET, makamaka ma pellets a chakudya. Okonzanso zinthu omwe ali ndi zida zopangira ma flakes okhala ndi kuipitsidwa kwa polyvinyl chloride (PVC) pansi pa 50 ppm - chizindikiro chofunikira cha khalidwe lapamwamba - komanso momwemonso kuchuluka kochepa kwa zinthu zina zodetsa tsopano kukuvutika kuyika zinthuzo. KUFUNA PATT... -
Vioneo Akukonzekera Kumanga Chomera cha Methanol-to-Polyolefins ku China
Pa Januwale 16, kampani yogulitsa mankhwala ku Europe ya Vioneo idalengeza chisankho chake chosiya kumanga fakitale yobiriwira ya methanol yolemera matani 300,000 pachaka ku Europe ndipo m'malo mwake imagwiritsa ntchito ndalama zofanana ku China. Vioneo idati "popeza ikupeza methanol yobiriwira m'deralo, zimathandiza kupanga mapulani abwino amitengo kwa makasitomala pomwe ikukweza magwiridwe antchito a unyolo woperekera, kuchepetsa mpweya wa CO2, ndikufulumizitsa nthawi yoyambitsa zinthu." Pachifukwa ichi, kukhazikitsa malo opangira zinthu ogwira ntchito bwino ku China kudzakhala fakitale yake yoyamba yopanga polyolefin yobiriwira yochokera ku methanol. Kale, Vioneo idakonzekera kumanga fakitale yake yoyamba yogulitsa ku Antwerp, Belgium, ndi ndalama zokwana ma euro pafupifupi 1.5 biliyoni. Malowa akuyenera... -
Kapangidwe ka Mphamvu ya Makampani a PP/PE Kosinthidwanso: Kusintha Kobiriwira ndi Kukweza Pulojekiti ngati Mitu Yaikulu
Makampani opanga PP/PE (polypropylene, polyethylene) ku China akusintha mphamvu zawo, ndipo zinthu zofunika kwambiri zikuphatikizapo kuyambitsa fakitale ya polyethylene ya BASF ya Zhanjiang ndi kupita patsogolo kwa mapulojekiti atsopano a polyolefin a PetroChina Dalian Petrochemical omwe akuyendetsa gawoli kupita ku kupanga kwakukulu komanso kwapamwamba. Kampani ya polyethylene ya BASF (Guangdong) yolemera matani 500,000 pachaka, yomwe idasainidwa ndi Huanqiu Contracting & Engineering Corporation, yayamba bwino ntchito ndikupanga zinthu zoyenera. Ntchitoyi, yomwe ndi mgwirizano waukulu pakati pa China ndi Germany womwe wawonedwa ndi akuluakulu a mayiko onsewa, ndi ndalama zazikulu kwambiri zomwe BASF yaika kunja mpaka pano. Ili ku Zhanjiang's Donghai Island Petrochemical Industrial Park, fakitaleyi ikutsatira malamulo omanga padziko lonse lapansi...