I-BEIJING, Julayi 16, 2025 – Imarike yaseTshayina ye-dichloromethane (DCM) ifumene ukuhla okubonakalayo kwisiqingatha sokuqala sika-2025, amaxabiso ehle ukuya kutsho kwiminyaka emihlanu ephantsi, ngokohlalutyo lweshishini. Unikezelo oluninzi oluzingileyo, oluqhutywa kukwandiswa kwamandla amatsha kunye nemfuno enqabileyo, ichaze imeko yemarike.
Uphuhliso olungundoqo lwe-H1 2025:
Ukuwa kwexabiso: Ixabiso lentengo ye-bulk transaction e-Shandong yawela kwi-2,338 RMB / ton ngoJuni 30, phantsi kwe-0.64% ngonyaka (YoY). Amaxabiso aphakamileyo kwi-2,820 RMB / ton ekuqaleni kukaJanuwari kodwa awela phantsi kwi-1,980 RMB / toni ekuqaleni kukaMeyi - uguquko oluguquguqukayo lwe-840 RMB / ton, lubanzi kakhulu kune-2024.
Ukubonelelwa ngokuGqibeleleyo Kuyaqina: Umthamo omtsha, ngokukodwa i-200,000 yeetoni/ngonyaka weplanti ye-methane chloride e-Hengyang ukuqala ngo-Epreli, utyhale isiphumo se-DCM sisonke ukuya kwirekhodi ye-855,700 yeetoni (inyuke nge-19.36% YoY). Amazinga aphezulu okusebenza kushishino (77-80%) kunye nokwanda kwemveliso yeDCM ukuphelisa ilahleko kwimveliso edibeneyo yeChloroform yonyusa ngakumbi uxinzelelo lonikezelo.
Ukukhula kweDemand Falls Short: Ngelixa i-refrigerant esezantsi yomlambo i-R32 iqhube kakuhle (iqhutywa zizabelo zemveliso kunye nemfuno eyomeleleyo yokupholisa umoya phantsi kwenkxaso-mali karhulumente), imfuno yemveli yokunyibilikisa yahlala ibuthathaka. Ukudodobala koqoqosho lwehlabathi, ukungavisisani kwezorhwebo kwe-Sino-US, kunye nokufakwa endaweni ye-ethylene dichloride ephantsi (EDC) yathomalalisa imfuno. Ukuthunyelwa kwempahla kumazwe angaphandle kukhule nge-31.86% yeYoY ukuya kwi-113,000 yeetoni, ukubonelela ngesiqabu kodwa akwanelanga ukulinganisa imarike.
Inzuzo Ephakamileyo kodwa Yehla: Nangona amaxabiso e-DCM kunye neChloroform ehla, i-avareji yengeniso yeshishini ifikelele kwi-694 RMB/ton (inyuke nge-112.23% YoY), ixhaswa ngeendleko zemathiriyeli ekrwada ephantsi kakhulu (i-chlorine yolwelo i-avareji -168 RMB/ton). Nangona kunjalo, inzuzo yehla ngokukhawuleza emva kukaMeyi, idipha ngaphantsi kwe-100 RMB / toni ngoJuni.
I-H2 2025 Outlook: Uxinzelelo oluqhubekayo kunye namaxabiso aphantsi
Ukubonelela ngokuKhula ngakumbi: Umthamo omtsha obalulekileyo olindelekileyo: i-Shandong Yonghao & Tai (i-100,000 yeetoni / ngonyaka kwi-Q3), i-Chongqing Jialihe (iitoni ezingama-50,000 / unyaka ekupheleni konyaka), kunye nokuqaliswa kwakhona kwe-Dongying Jinmao Aluminium (iitoni eziyi-120,000 ngonyaka). Umthamo osebenzayo wemethane chloride unokufikelela kwi-4.37 yezigidi zeetoni ngonyaka.
Izithintelo zeMbango: Imfuno ye-R32 kulindeleke ukuba ithambe emva kwe-H1 eyomeleleyo. Iimfuno zemveli zokunyibilikisa zinika ithemba elincinane. Ukhuphiswano oluvela kwi-EDC yamaxabiso aphantsi luya kuqhubeka.
Cost Support Limited: Amaxabiso eklorini elulwelo kuqikelelwa ukuba azohlala engalunganga kwaye engenamandla, enikezela ngoxinzelelo lweendleko ezinyukayo, kodwa abonelele ngomgangatho kumaxabiso eDCM.
Uqikelelo lwexabiso: Unikezelo olusisiseko alunakwenzeka lula. Amaxabiso e-DCM alindeleke ukuba ahlale ebotshelelwe kumanqanaba asezantsi kuyo yonke i-H2, kunye nexesha elinokubakho laphantsi ngoJulayi kwaye liphezulu ngoSeptemba.
Isiphelo: Imarike yaseTshayina ye-DCM ijongene noxinzelelo oluzinzileyo kwi-2025. Ngelixa i-H1 yabona iziphumo zerekhodi kunye neenzuzo nangona amaxabiso aphantsi, i-H2 ijongana nokukhula kokukhula okugqithisileyo kunye nesidingo esithulisiwe, ukubamba amaxabiso kumanqanaba aphantsi ngokwembali. Iimarike ezithumela ngaphandle zihlala ziyinto ebalulekileyo kubavelisi basekhaya.
Ixesha lokuposa: Jul-16-2025