BEIJING, Julayi 16, 2025 – Imakethe ye-dichloromethane (DCM) yaseShayina ibhekane nokwehla okukhulu engxenyeni yokuqala ka-2025, amanani ehla afinyelela ezingeni eliphansi leminyaka emihlanu, ngokusho kokuhlaziywa kwemboni. Ukuhlinzekwa ngokweqile okuqhubekayo, okubangelwa ukwanda kwamandla amasha kanye nesidingo esingesihle, kuchaze isimo semakethe.
Intuthuko Eyinhloko ye-H1 2025:
Ukuwa Kwentengo: Intengo yokuthengiselana ngobuningi eShandong yehle yaya ku-2,338 RMB/ton ngomhlaka-30 Juni, yehle ngo-0.64% unyaka nonyaka (YeY). Amanani afinyelele ku-2,820 RMB/ton ekuqaleni kukaJanuwari kodwa ehle yaya ku-1,980 RMB/ton ekuqaleni kukaMeyi - ibanga lokuguquguquka elingu-840 RMB/ton, elibanzi kakhulu kuno-2024.
Ukuphakelwa Ngokweqile Kuyanda: Umthamo omusha, ikakhulukazi isitshalo se-methane chloride esingamathani angu-200,000 ngonyaka eHengyang kusukela ngo-Ephreli, saphakamisa umkhiqizo we-DCM ophelele waba ngamathani angu-855,700 aqopha umlando (akhuphuke ngo-19.36% ngonyaka). Amanani aphezulu okusebenza embonini (77-80%) kanye nokwanda kokukhiqizwa kwe-DCM ukuze kulungiswe ukulahlekelwa komkhiqizo ohlangene i-Chloroform kwandise kakhulu ingcindezi yokuphakelwa.
Ukukhula Kwesidingo Kuyancipha: Ngenkathi i-refrigerant eyinhloko ye-R32 esebenza kahle (iqhutshwa yizilinganiso zokukhiqiza kanye nesidingo esinamandla sokupholisa umoya ngaphansi kwezibonelelo zikahulumeni), isidingo se-solvent esivamile sahlala sibuthakathaka. Ukwehla komnotho womhlaba wonke, ukungezwani kwezohwebo phakathi kwe-Sino-US, kanye nokufakwa esikhundleni kwe-ethylene dichloride (EDC) eshibhile kunciphise isidingo. Ukuthunyelwa kwamanye amazwe kukhule ngo-31.86% ngonyaka kwaya kumathani angu-113,000, okunikeza impumuzo ethile kodwa akwanele ukulinganisela imakethe.
Inzuzo Iphakeme Kodwa Yehla: Naphezu kokwehla kwamanani e-DCM kanye ne-Chloroform, inzuzo ejwayelekile embonini ifinyelele ku-694 RMB/ton (ikhuphuke ngo-112.23% YoY), isekelwa yizindleko zezinto zokusetshenziswa eziphansi kakhulu (i-chlorine ewuketshezi ilinganiselwa ku--168 RMB/ton). Kodwa-ke, inzuzo yehla kakhulu ngemva kukaMeyi, yehla ngaphansi kuka-100 RMB/ton ngoJuni.
Umbono we-H2 2025: Ukucindezeleka Okuqhubekayo kanye Namanani Aphansi
Ukunikezwa Kokukhula Okuqhubekayo: Kulindeleke umthamo omusha omkhulu: iShandong Yonghao & Tai (amathani ayi-100,000 ngonyaka ku-Q3), iChongqing Jialihe (amathani ayi-50,000 ngonyaka ekupheleni konyaka), kanye nokuqala kabusha okungenzeka kweDongying Jinmao Aluminium (amathani ayi-120,000 ngonyaka). Umthamo ophelele we-methane chloride osebenzayo ungafinyelela kumathani ayizigidi ezingu-4.37 ngonyaka.
Izithiyo Zokufuna: Isidingo se-R32 kulindeleke ukuthi sithambe ngemva kwe-H1 enamandla. Isidingo se-solvent sendabuko asinikezi ithemba elitheni. Ukuncintisana okuvela ku-EDC enentengo ephansi kuzoqhubeka.
Izindleko Zokusekela Ezilinganiselwe: Amanani e-chlorine yoketshezi abikezelwa ukuthi azohlala engemihle futhi ebuthakathaka, anikeze ingcindezi encane yezindleko ezikhuphukayo, kodwa kungenzeka anikeze isilinganiso samanani e-DCM.
Isibikezelo Sentengo: Ukunikezwa ngokweqile okuyisisekelo akunakwenzeka ukuthi kwehle. Amanani e-DCM kulindeleke ukuthi ahlale esezingeni eliphansi emazingeni aphansi kulo lonke i-H2, kanti kungenzeka ukuthi aphansi ngesizini ngoJulayi futhi aphezulu ngoSepthemba.
Isiphetho: Imakethe ye-DCM yaseShayina ibhekene nengcindezi eqhubekayo ngo-2025. Ngenkathi i-H1 ibone umkhiqizo kanye nenzuzo eqopha umlando naphezu kokwehla kwamanani, umbono we-H2 ukhomba ukukhula okuqhubekayo kokunikezwa ngokweqile kanye nesidingo esinciphile, okubambe amanani emazingeni aphansi ngokomlando. Izimakethe zokuthumela kwamanye amazwe zisalokhu ziyindawo ebalulekile yokukhipha abakhiqizi basekhaya.
Isikhathi sokuthunyelwe: Julayi-16-2025