Txij li thaum nruab nrab Lub Plaub Hlis, vim muaj kev cuam tshuam ntawm kev sib kis, kev lag luam khoom lag luam tau muaj zog thiab kev xav tau tsis muaj zog, thiab kev ntxhov siab ntawm cov tuam txhab cov khoom muag tau nce siab, cov nqi lag luam poob qis, cov txiaj ntsig tau raug nyem thiab txawm tias kov tus nqi. Tom qab nkag mus rau lub Tsib Hlis, tag nrho cov kev lag luam acetic acid pib poob qis thiab rov qab los, thim rov qab ob lub lis piam-ntev tsis tu ncua txij li nruab nrab Lub Plaub Hlis.
Raws li lub Tsib Hlis 18, cov lus hais ntawm ntau lub khw muaj raws li hauv qab no.
Sab hnub tuaj Tuam Tshoj cov khoom lag luam tseem ceeb ntawm RMB4,800-4,900 / mt, nce RMB1,100 / mt txij thaum lub Plaub Hlis kawg.
Kev lag luam tseem ceeb hauv South Tuam Tshoj yog nyob ntawm 4600-4700 yuan / ton, nce 700 yuan / ton piv nrog rau lub hli tas los.
North China mainstream kev lag luam hais tawm ntawm 4800-4850 yuan / ton, nce 1150 yuan / ton piv nrog rau lub hli tas los.

Nyob rau hauv nruab nrab lub Tsib Hlis, kev lag luam hauv tsev acetic acid tau hloov kho me ntsis thiab tom qab ntawd nce siab. Nrog ntau qhov kev kaw hauv tsev thiab txawv teb chaws thiab cov khoom lag luam acetic acid poob qis, feem ntau cov tuam txhab acetic acid muab cov nqi siab thiab ruaj khov. Cov tub lag luam hauv Jiangsu tau tawm tsam rau cov khoom siv uas muaj nqi siab thiab tsis kam yuav, uas ua rau tus nqi txo.
Kev Pabcuam: Kev lag luam hauv tsev thiab txawv teb chaws 'cov nroj tsuag pib poob los ntawm 8 lab tons
Raws li cov ntaub ntawv kev lag luam, tag nrho ntawm 8 lab tons ntawm kev tsim peev txheej hauv kev lag luam hauv tsev thiab thoob ntiaj teb tsis ntev los no tau raug kaw rau kev saib xyuas, uas ua rau txo qis hauv kev lag luam khoom muag.

Los ntawm cov teeb meem kev lag luam tam sim no, nyob rau lub Tsib Hlis lig, Nanjing Celanese lub peev xwm 1.2 lab tons, Shandong Yanmarine 1 lab tons peev txheej yuav raug kaw rau kev saib xyuas, suav nrog tag nrho cov peev txheej kaw ntawm 2.2 lab tons. Zuag qhia tag nrho, cov khoom siab ntawm acetic acid tau nce, tsim kev txhawb nqa zoo rau kev lag luam acetic acid.

Tsis tas li ntawd, cov khoom siv nro hauv Teb Chaws Asmeskas xav tias yuav nce ntxiv vim lub zog majeure nres ntawm ob loj acetic acid nroj tsuag hauv Teb Chaws Asmeskas, Celanese thiab Inglis, vim yog kev cuam tshuam ntawm cov khoom siv raw khoom. Kev lag luam ntseeg hais tias nrog FOB Tuam Tshoj tam sim no thiab FOB US Gulf sib kis, nws yog qhov zoo rau kev xa tawm hauv tsev acetic acid thiab yuav muaj cov khoom xa tawm ntau ntxiv nyob rau yav tom ntej. Tam sim no, lub sijhawm rov pib dua ntawm US chav tsev tseem tsis tau paub meej, uas kuj yog qhov zoo rau kev ua lag luam hauv tsev.

Raws li qhov kev poob qis ntawm domestic acetic acid cog pib tus nqi, tag nrho cov khoom muag khoom ntawm domestic acetic acid ntau cov lag luam kuj poob mus rau theem qis. Vim tias muaj kev cuam tshuam ntawm kev kis tus kabmob hauv Shanghai, cov khoom muag khoom nyob rau sab hnub tuaj Tuam Tshoj tau poob qis dua piv rau lub Plaub Hlis, thiab tsis ntev los no tus kabmob kis tau hloov pauv zoo dua thiab cov khoom muag tau nce ntxiv.

Kev thov sab: kev ua haujlwm qis qis pib poob qis, ua kom qeeb zog ntawm acetic acid!
Los ntawm qhov kev xav ntawm acetic acid downstream lag luam pib, tam sim no pib ntawm PTA, butyl acetate thiab chloroacetic acid tau nce ntxiv piv nrog rau lub sijhawm dhau los, thaum ethyl acetate thiab vinyl acetate tau poob qis.
Zuag qhia tag nrho, tus nqi pib ntawm PTA, vinyl acetate thiab chloroacetic acid ntawm qhov xav tau ntawm acetic acid yog ze rau lossis siab dua 60%, thaum lwm qhov kev pib ua haujlwm yog hovering ntawm qib qis. Raws li kev sib kis tam sim no, tag nrho cov teeb meem pib ntawm kev lag luam downstream ntawm acetic acid tseem qeeb, uas ua rau muaj kev phom sij rau kev ua lag luam rau qee yam thiab tsis zoo rau kev lag luam acetic acid txuas ntxiv mus ntxiv.

Acetic acid nyob hauv qab ntawm 20%, tab sis kev lag luam kev lag luam yuav raug txwv!
Tsis ntev los no acetic acid kev lag luam cov ntsiab lus

1. Acetic acid cog start-ups, tam sim no domestic acetic acid cog start-ups yog nyob ib ncig ntawm 70%, thiab qhov pib-up tus nqi yog hais txog 10% qis dua qhov nruab nrab-lub Plaub Hlis lig. Tuam Tshoj sab hnub tuaj thiab North Tuam Tshoj muaj cov phiaj xwm kev saib xyuas hauv qee thaj chaw. Nanjing Yinglis cog yuav tsum nres thaum Lub Peb Hlis 23 txog Lub Tsib Hlis 20; Hebei Jiantao Coking yuav raug kho dua rau 10 hnub txij lub Tsib Hlis 5. Cov khoom siv txawv teb chaws, thaj tsam Americas ntawm Celanese, Leander, Eastman peb lub tshuab refinery irresistible kaw, lub sij hawm rov pib dua tsis paub meej.
2. Nyob rau hauv cov nqe lus ntawm kev tsim khoom, kev txheeb cais qhia tau hais tias cov zis ntawm acetic acid nyob rau lub Plaub Hlis yog 770,100 tons, poob 6.03% YoY, thiab cov khoom tsim tawm los ntawm Lub Ib Hlis mus txog Lub Plaub Hlis mus txog 3,191,500 tons, nce 21.75% YoY.

3. Export, kev lis kev cai cov ntaub ntawv qhia tau hais tias nyob rau hauv lub peb hlis ntuj 2022, domestic acetic acid exports tag nrho 117,900 tons, tsim $71,070,000 nyob rau hauv txawv teb chaws pauv, nrog ib tug nruab nrab export nqi ntawm $602.7 ib ton, nce ntawm 106.55% xyoo-rau-xyoo thiab 83.27% Yog. Tag nrho cov khoom xa tawm txij lub Ib Hlis mus txog Lub Peb Hlis muaj txog 252,400 tons, nce ntxiv ntawm 90% ntawm tib lub sijhawm xyoo tas los. Txog. Ntxiv rau qhov tseem ceeb ntawm kev xa tawm mus rau Is Nrias teb xyoo no, tus naj npawb ntawm kev xa tawm mus rau Tebchaws Europe kuj tau nce ntau.
4. Nyob rau hauv cov nqe lus ntawm downstream pib-up ntawm acetic acid, tsis ntev los no pib-up tus nqi ntawm vinyl acetate yog khiav ntawm ib theem siab, ze rau 80%, uas yog 10% siab tshaj lub hli tas los. Butyl acetate pib tus nqi kuj nce los ntawm 30%, tab sis tag nrho cov pib tus nqi tseem nyob rau theem qis ntawm qis dua 30%; Tsis tas li ntawd, ethyl acetate pib tus nqi kuj hovers ntawm qhov qis ntawm li 33%.
5. Lub Plaub Hlis, kev xa khoom ntawm cov tuam txhab loj acetic acid nyob rau sab hnub tuaj ntawm Tuam Tshoj tau cuam tshuam loj heev los ntawm kev sib kis hauv Shanghai, thiab txoj kev hauv dej thiab kev thauj mus los hauv av tsis zoo; Txawm li cas los xij, raws li kev sib kis tau yooj yim, cov khoom xa tuaj tau maj mam txhim kho nyob rau hauv thawj ib nrab ntawm lub Tsib Hlis, thiab cov khoom muag tau poob mus rau theem qis, thiab cov nqi ntawm cov lag luam tau nce.
6. Tus naj npawb tsis ntev los no ntawm cov khoom lag luam acetic acid hauv tsev yog nyob ib ncig ntawm 140,000 tons, nrog kev poob loj ntawm 30% thaum kawg ntawm lub Plaub Hlis, thiab cov khoom muag acetic acid tam sim no tseem txuas ntxiv nws txoj kev poob qis.
Cov ntaub ntawv saum toj no qhia tau hais tias kev pib nce nqi ntawm kev teeb tsa hauv tsev thiab txawv teb chaws hauv lub Tsib Hlis tau poob qis dua piv nrog rau lub Plaub Hlis kawg, thiab qhov kev thov qis qis rau acetic acid tau nce ntxiv thaum cov khoom lag luam ntawm cov lag luam tau nqis mus rau theem qis. Qhov tsis sib xws ntawm cov khoom siv thiab kev xav tau yog qhov tseem ceeb rau kev txo qis ntawm cov nqi acetic acid mus rau ntau dua 20% hauv lub Tsib Hlis tom qab poob rau kab nqi.
Raws li tus nqi tam sim no tau rov qab mus rau qib siab, qhov kev cia siab ntawm kev yuav khoom tau raug txwv. Nws cia siab tias tag nrho kev lag luam hauv tsev acetic acid yuav raug txwv nyob rau lub sijhawm luv luv, thiab yuav nyob twj ywm nyob rau theem siab ntawm oscillation.