Txij li xyoo 2023, MIBK kev ua lag luam tau ntsib kev hloov pauv loj. Noj cov nqi lag luam nyob rau sab hnub tuaj Suav teb ua piv txwv, qhov amplitude ntawm cov ntsiab lus siab thiab qis yog 81.03%. Qhov tseem ceeb cuam tshuam yog tias Zhenjiang Li Changrong High Performance Materials Co., Ltd. tau tso tseg cov khoom siv MIBK thaum kawg lub Kaum Ob Hlis 2022, ua rau muaj kev hloov pauv hauv kev ua lag luam. Nyob rau hauv lub thib ob ib nrab ntawm 2023, domestic MIBK ntau lawm muaj peev xwm yuav txuas ntxiv nthuav, thiab nws cia siab tias MIBK kev ua lag luam yuav ntsib kev nyuaj siab.
Nqe Review thiab Logical Analysis qab Nws
Thaum lub sij hawm nce qib (Lub Kaum Ob Hlis 21, 2022 txog Lub Ob Hlis 7, 2023), cov nqi nce 53.31%. Qhov laj thawj tseem ceeb ntawm tus nqi nce sai yog cov xov xwm ntawm qhov chaw nres tsheb ntawm Li Changrong cov khoom siv hauv Zhenjiang. Los ntawm tus nqi tsim nyog ntawm lub peev xwm ntau lawm, Zhenjiang Li Changrong muaj cov cuab yeej tsim khoom loj tshaj plaws hauv Suav teb, suav txog 38%. Kev kaw ntawm Li Changrong cov cuab yeej tau ua rau muaj kev txhawj xeeb ntawm cov neeg koom nrog kev lag luam txog kev tsis txaus ntawm cov khoom siv yav tom ntej. Yog li ntawd, lawv nquag nrhiav cov khoom siv ntxiv, thiab cov nqi lag luam tau nce unilaterally nce.
Thaum lub sijhawm poob qis (Lub Ob Hlis 8th txog Lub Plaub Hlis 27th, 2023), cov nqi poob los ntawm 44.1%. Lub ntsiab yog vim li cas rau qhov tsis tu ncua ntawm cov nqi yog tias cov khoom siv davhlau ya nyob twg qis dua qhov xav tau. Nrog rau kev tso tawm ntawm qee qhov kev tsim khoom tshiab thiab qhov nce hauv ntim ntim, cov khoom lag luam kev sib raug zoo yog maj mam nce, ua rau lub siab tsis ruaj khov ntawm cov neeg koom ua lag luam. Yog li ntawd, lawv nquag muag lawv cov khoom, thiab cov nqi lag luam txuas ntxiv poob.
Raws li tus nqi ntawm MIBK poob mus rau theem qis (Lub Plaub Hlis 28th txog Lub Rau Hli 21st, 2023), kev saib xyuas ntawm ntau yam khoom siv hauv Suav teb tau nce. Nyob rau hauv lub thib ob ib nrab ntawm lub Tsib Hlis, cov khoom muag ntawm cov tuam txhab tsim khoom yog tswj tau, thiab cov lus hais saum toj no nce cov khoom xa tuaj. Txawm li cas los xij, qhov pib-up load ntawm lub ntsiab downstream antioxidant kev lag luam yog tsis siab, thiab tag nrho cov upward expectation yog ceev faj. Txog rau thaum lub Rau Hli, vim qhov kev tso tawm ntawm cov phiaj xwm tsim tawm tshiab, kev lag luam downstream extraction kev lag luam thaum ntxov tau txhawb nqa qhov nce hauv kev lag luam tsom, nqis los ntawm 6.89% hauv thawj ib nrab ntawm lub xyoo.

Lub peev xwm ntau lawm yuav nthuav dav ntxiv nyob rau hauv ib nrab xyoo ntawm lub xyoo, thiab cov qauv ntawm cov khoom yuav hloov
Xyoo 2023, Tuam Tshoj yuav tsim 110000 tons ntawm MIBK tshiab muaj peev xwm. Tsis suav nrog Li Changrong qhov chaw nres tsheb muaj peev xwm, nws xav tias lub peev xwm tsim khoom yuav nce 46% xyoo-rau-xyoo. Ntawm lawv, thawj peb lub hlis twg ntawm 2023, muaj ob lub tuam txhab tsim khoom tshiab, Juhua thiab Kailing, uas tau ntxiv 20000 tons ntawm kev tsim khoom. Nyob rau hauv lub thib ob ib nrab ntawm 2023, Tuam Tshoj MIBK npaj yuav tso tawm 90000 tons ntawm tshiab muaj peev xwm, uas yog Zhonghuifa thiab Kemai. Tsis tas li ntawd, nws kuj tau ua tiav kev nthuav dav ntawm Juhua thiab Yide. Nws cia siab tias thaum kawg ntawm 2023, lub peev xwm tsim tawm hauv MIBK yuav ncav cuag 190000 tons, feem ntau yuav muab tso rau hauv kev tsim khoom hauv lub quarter thib plaub, thiab cov khoom siv siab yuav maj mam pom meej.

Raws li kev lis kev cai txheeb cais, txij lub Ib Hlis Ntuj txog Lub Tsib Hlis 2023, Tuam Tshoj MIBK tau xa tawm tag nrho ntawm 17800 tons, ib xyoos ib zaug nce ntawm 68.64%. Qhov laj thawj tseem ceeb yog vim li cas cov khoom xa tuaj txhua hli hauv Lub Ob Hlis thiab Lub Peb Hlis tau tshaj 5000 tons. Qhov laj thawj tseem ceeb yog qhov chaw nres tsheb ntawm Li Changrong cov cuab yeej siv hauv Zhenjiang, uas tau ua rau cov neeg nruab nrab thiab qee cov neeg siv khoom qis qis nrhiav cov khoom lag luam los ntxiv, ua rau muaj kev nce ntxiv hauv cov khoom lag luam. Nyob rau theem tom ntej, vim qhov kev thov qis hauv tsev thiab kev hloov pauv hauv RMB pauv tus nqi, tus nqi sib txawv ntawm kev lag luam hauv tsev thiab txawv teb chaws yog me me. Xav txog kev nthuav dav ntawm MIBK hauv Suav teb, nws cia siab tias cov khoom lag luam tuaj yeem yuav txo qis hauv ib nrab xyoo thib ob.

Zuag qhia tag nrho kev soj ntsuam qhia tias nyob rau hauv thawj ib nrab ntawm 2023, txawm hais tias Tuam Tshoj tau tso tawm ob txheej ntawm cov tshiab muaj peev xwm, kev loj hlob ntawm zus tau tej cov tom qab lub tshiab muaj peev xwm peev peev tsis ua raws li cov poob lawm tom qab kaw ntawm Li Changrong cov cuab yeej. Qhov sib txawv ntawm cov khoom siv hauv tsev feem ntau yog nyob ntawm kev ntxiv ntawm cov khoom xa tuaj. Nyob rau hauv lub thib ob ib nrab ntawm 2023, domestic MIBK cov cuab yeej yuav txuas ntxiv mus, thiab tus nqi sib txawv ntawm MIBK nyob rau hauv lub tom ntej theem yuav tsom mus rau kev nce qib ntawm cov khoom tshiab. Zuag qhia tag nrho, cov khoom lag luam hauv lub quarter thib peb tsis tuaj yeem ua tiav tag nrho. Raws li kev txheeb xyuas, nws xav tias MIBK kev ua lag luam yuav sib sau ua ke nyob rau hauv qhov ntau, thiab tom qab kev nthuav dav hauv lub quarter thib plaub, cov nqi lag luam yuav ntsib kev nyuaj siab. Thaum lub sij hawm nce qib (Lub Kaum Ob Hlis 21, 2022 txog Lub Ob Hlis 7, 2023), cov nqi nce 53.31%. Qhov laj thawj tseem ceeb ntawm tus nqi nce sai yog cov xov xwm ntawm qhov chaw nres tsheb ntawm Li Changrong cov khoom siv hauv Zhenjiang. Los ntawm tus nqi tsim nyog ntawm lub peev xwm ntau lawm, Zhenjiang Li Changrong muaj cov cuab yeej tsim khoom loj tshaj plaws hauv Suav teb, suav txog 38%. Qhov kev kaw ntawm Li Changrong cov cuab yeej siv tau ua rau muaj kev txhawj xeeb ntawm cov neeg koom nrog kev lag luam txog cov khoom tsis txaus rau yav tom ntej. Yog li ntawd, lawv nquag nrhiav cov khoom siv ntxiv, thiab cov nqi lag luam tau nce unilaterally nce.