[Introduction] : Tsis ntev los no, tus nqi sib txawv ntawm cov roj thiab cov khoom siv hluav taws xob siab nyob rau sab hnub poob ntawm Tuam Tshoj yog qhov pom tseeb, tus nqi sib txawv yog 300-400 yuan / tuj;Thiab cov roj thiab coal linear nqi sib txawv nqaim, yeej tsis muaj nqi sib txawv.Nrog rau qhov nce ntawm tus nqi sib txawv, kev ua lag luam ntawm cov lag luam hauv cheeb tsam kuj tau hloov pauv.Dab tsi hloov tau tshwm sim hauv kev lag luam sib koom ntawm polyethylene ntau yam?
Xyoo 2022, tus nqi siab nyob rau sab qab teb sab hnub poob ntawm Tuam Tshoj qhia qhov "W" sib txawv.Tsis ntev los no, tus nqi tau poob qis heev.Tus nqi qis yog 10250 yuan / ton, uas yog kwv yees li 18% qis dua tus nqi siab xyoo no.Kev kub siab zaj duab xis raw cov ntaub ntawv nyob rau sab qab teb sab hnub poob lag luam feem ntau yog CNPC thiab Shenhua siab.Nrog rau kev nthuav dav ntawm cov roj thiab cov thee siab tus nqi sib txawv, qhov kev lag luam feem tau hloov pauv.
Lub Peb Hlis yog lub hli ntau lawm ntawm Zhejiang Petrochemical.Lub peev xwm ntau lawm ntawm Zhejiang Petrochemical yog 400,000 tons / xyoo, uas muaj qee yam cuam tshuam rau tus nqi lag luam.Txhawm rau kom ruaj khov ntawm kev ua lag luam, tus nqi ntawm Shenhua Group poob qis heev.Lub Rau Hli thiab Lub Xya Hli, qhia dav dav thiab cov nqi siab poob qis, qhov sib txawv ntawm cov xwm txheej kev noj qab haus huv ntawm pej xeem tsis ntev los no ntawm fermentation, xws li kev xav tau qis qis dua li xyoo dhau los, nyob rau yav tav su bearish rooj plaub, thee lag luam nyob rau hauv kev kub siab ntau tus nqi qis rau booking yog muab qhov tseem ceeb rau, thiab tus nqi ntawm cov roj crude tseem nyob txog $ 100 ib chim, roj nqi system txhawb los ntawm cov roj siab sib txawv ntawm cov thee, Ntawm 300-400 yuan / ton.Los ntawm qhov kev pom no, nrog cov roj pom tseeb thiab cov thee siab tus nqi sib txawv, kev lag luam siab siab nyob rau sab hnub poob Tuam Tshoj feem ntau yog Shenhua Xinjiang thiab Shenhua Yulin.
Txij thaum Lub Rau Hli, tus nqi tau poob qis heev.Txog rau tam sim no, linear qis yog 7850 yuan / ton, uas yog kwv yees li 13% qis dua qhov siab.Qhov kev poob qis hauv lub Rau Hli zoo ib yam li hauv daim duab 1. Los ntawm qhov pom ntawm cov roj thiab thee kab nqe sib txawv, cov roj thiab cov roj kab nqe sib txawv tau nyob ib ncig ntawm 50-100 yuan / ton, rau lub Xya Hli, cov roj thiab thee nqi sib txawv nqaim, tus nqi sib txawv tsis yog.Linear downstream lag luam nyob rau sab hnub poob lag luam feem ntau yog ntim zaj duab xis, yas zaj duab xis lub caij yog feem ntau yog concentrated nyob rau hauv lub quarter thib plaub thiab thawj peb lub hlis twg, qhov kev thov tsis ntev los no tsis muaj zog txhawb.Hais txog kev muab khoom, nrog rau kev ua haujlwm ntawm Yulin Chemical thiab Tarim Petrochemical, cov khoom siv roj-raws li linear nyob rau sab qab teb sab hnub poob ntawm Tuam Tshoj tau nce ntau, thiab kev ua lag luam ntawm cov roj-raws li linear tau maj mam nthuav dav, thaum cov thee-based linear tsis muaj. tus nqi kom zoo dua tsis ntev los no, thiab kev sib koom ua lag luam tau txo qis heev.
Kev lag luam tsis tshua muaj siab nyob rau sab hnub poob Suav teb feem ntau yog los ntawm kev tsim cov roj.Tus nqi qis zaj duab xis yog siab thiab muaj zog, thiab tus nqi siab yog 10,000 yuan / tuj.Ua raws li cov khoom siv hluav taws xob qis thiab cov yeeb nkab uas tsis tshua muaj siab, tus nqi siab tshaj plaws yog 9750 yuan / tuj, 9600 yuan / tuj;Tsis tshua muaj siab hollow thiab tsis tshua muaj siab txhaj tshuaj molding nqi kuj tsawg, qhov siab tshaj plaws nyob rau hauv lub xyoo yog 9400 yuan / tuj, 8800 yuan / tuj.Nyob rau lub Rau Hli, lub caij xav tau qis ua ke nrog kev cuam tshuam ntawm huab cua kub, ntxiv rau qhov kev thov nruj ntawm cov yeeb yaj kiab tsis tshua muaj siab, lwm yam tsis tshua muaj siab tau pom ntau yam kev poob qis.Tus nqi qis yog tsis tshua muaj siab hollow, txhaj tshuaj molding, yeeb nkab, tus nqi yog hais txog 8300-8400 yuan / tuj.
Raws li ntau yam, kev ua lag luam ntawm cov kav dej tsis tshua muaj siab yog CNPC 100N thiab Tarim 23050, thiab cov khoom siv raw ntawm cov kav dej qis thiab cov nqi siab hauv khw yog tag nrho cov khoom ntawm CNPC cov tuam txhab.Tsis ntev los no, cov kev lag luam hauv qab cov yeeb nkab yog nyob rau hauv qhov kub thiab txias thiab lub caij los nag, thiab cov nqi yeeb nkab ntxiv rau kev thauj khoom ntawm Yan 'an Neng Chemical thiab Tuam Tshoj-Korea Petrochemical yog siab dua li ntawm cov yeeb nkab nqi nyob rau sab qab teb sab hnub poob, yog li kev lag luam feem ntawm Cov yeeb nkab uas tsis tshua muaj siab yog feem ntau yog cov tuam txhab petrochina.
Cov yeeb yaj kiab tsis tshua muaj siab, nrog tus nqi ntshuam ntawm cov khoom lag luam siab txo qis, kev lag luam sab qab teb sab hnub poob ntshuam qis siab thov kuj poob qis.Tam sim no, tus nqi ntawm low-pressure zaj duab xis Lotte 7000F yog hais txog 9000 yuan / tuj.Cov lag luam hauv qab feem ntau tsim nrog sib xyaw ntxiv ntawm cov khoom tuaj txawv teb chaws thiab cov khoom siv hauv tsev.Raws li tus nqi ntshuam nce mus, qhov sib piv ntxiv yuav txo qis, thiab qhov kev thov rau cov yeeb yaj kiab hauv tsev yuav nce ntxiv.Tam sim no, Dushanzi 6095H thiab Daqing Petrochemical 6097 yog cov yeeb yaj kiab uas tsis tshua muaj siab, thiab Chuanhua 9453 thiab Xibur 10500 yog cov yeeb yaj kiab tseem ceeb.Los ntawm qhov kev xav ntawm tag nrho cov kev lag luam uas tsis tshua muaj siab, nws tseem yog txoj haujlwm tseem ceeb ntawm kev ua lag luam nyob hauv cov tuam txhab petrochina.
Nyob rau hauv cov nqe lus ntawm tsis tshua muaj siab hlau kos duab, tsis tshua muaj siab hollow thiab tsis tshua muaj siab txhaj tshuaj molding, tsis tshua muaj siab hlau daim duab muaj tsawg thov nyob rau hauv Southwest Tuam Tshoj.Tam sim no, nws yog thawj tswj hwm los ntawm Lanhua 5000S faib los ntawm petrochina, uas muaj cov khoom txaus txaus thiab kev zom qeeb.Nyob rau hauv cov nqe lus ntawm low-pressure hollow, Dushanzi Petrochemical thiab Tuam Tshoj-Korea Petrochemical 5502, Dushanzi Petrochemical mov ruaj khov tus nqi yog kuj tsis tshua muaj, roj occupies ib tug loj kev lag luam qhia nyob rau hauv lub low-pressure hollow khw;Cov khoom uas tsis tshua muaj siab txhaj tshuaj molding yog feem ntau 8008T ntawm Dushanzi Petrochemical thiab Tarim Petrochemical, ua raws li kev txhaj tshuaj molding khoom ntawm cov chaw tsim khoom lag luam.
Nyob rau hauv xaus, nyob rau hauv lub Southwest kev ua lag luam, ntxiv nrog rau kev kub siab thee ntau lawm, kev ua lag luam shares ntawm tsis tshua muaj siab thiab linear khoom yog tag nrho cov CNPC tuam txhab uas muag.Ntawm lawv, Yulin Chemical thiab Talimu Petrochemical yog ob qho tib si lub teeb hydrocarbon.Tus nqi kom zoo dua ntawm kev tsim cov polyethylene los ntawm shale gas yog tsis tsawg tshaj li qhov uas ua olefin los ntawm thee.Nws cia siab tias kev lag luam feem ntawm cov thee-rau-polyethylene nyob rau sab qab teb sab hnub poob ntawm Tuam Tshoj yuav tsis nce ntxiv hauv ib nrab xyoo.
Post lub sij hawm: Lub Xya hli ntuj-27-2022