Nyob rau hauv thawj ib nrab ntawm 2022, tag nrho cov kev ua tau zoo ntawm covisopropanolkev ua lag luam tsis txaus siab. Qee lub peev xwm tshiab tau raug tso tawm, tab sis piv rau xyoo tas los, qee qhov peev txheej tau raug tshem tawm thiab lub peev xwm tseem nyob ruaj khov, tab sis kev xa khoom thiab kev thov siab tseem tsis tau hloov. Cov khoom lag luam siab nyob rau hauv qee cov nroj tsuag tseem nyob ntawm qhov kev thov xa tawm, thiab cov nqi lag luam tau loj heev nyob rau theem qis mus rau nruab nrab nrog tsawg amplitude hauv xyoo tas los no.

Hauv thawj ib nrab ntawm 2022, tag nrho isopropanol kev ua lag luam nyob rau theem qis mus rau nruab nrab. Nyob rau hauv lub lag luam Jiangsu, piv txwv li, qhov nruab nrab tus nqi lag luam nyob rau hauv thawj ib nrab ntawm lub xyoo yog 7,343 yuan / ton, nce 00 yuan.62% YoY thiab nqis 11.17% YoY. Ntawm lawv, tus nqi siab tshaj plaws ntawm 8,000 yuan / tuj, uas tshwm sim nyob rau hauv nruab nrab Lub Peb Hlis, tus nqi qis tshaj ntawm 7,000 yuan / ton, uas tshwm sim rau lub Plaub Hlis. .29%.

Txwv amplitude ntawm lub caij hloov pauv

Nyob rau hauv thawj ib nrab ntawm 2022, isopropanol kev ua lag luam yeej ib txwm qhia ib tug qauv ntawm thawj thiab tom qab ntawd down, tab sis qhov hloov pauv qhov chaw kuj tsis tshua muaj. Txij Lub Ib Hlis mus txog Lub Peb Hlis, isopropanol kev ua lag luam oscilled upward. Thaum pib ntawm Lub Caij Nplooj Ntoos Hlav, kev ua lag luam kev lag luam maj mam txo qis, thiab feem ntau ntawm kev yuav thiab muag ntu tau nyob rau hauv lub xeev tos-thiab-saib, thiab cov nqi lag luam tau hloov pauv hauv thaj tsam ntawm 7050-7250 yuan / tuj; Tom qab lub caij nplooj ntoos hlav Festival, cov khoom siv raw khoom acetone thiab propylene ua lag luam tau nce mus rau qib sib txawv, ua rau muaj kev txaus siab ntawm isopropanol factories. Hauv tsev isopropyl cawv kev lag luam kev sib tham qhov chaw ntawm lub ntiajteb txawj nqus sai sai tau nce mus rau 7,500-7,550 yuan / ton, tab sis vim yog qhov rov qab qeeb ntawm qhov kev thov davhlau ya nyob twg, kev ua lag luam maj mam poob rov qab mus rau 7,250-7,300 yuan / ton; Lub Peb Hlis export thov muaj zog, qee cov isopropyl cawv nroj tsuag export chaw nres nkoj superimposed ntawm WTI cov roj crude yav tom ntej tus nqi sai tshaj $ 120 / chim, isopropyl cawv nroj tsuag thiab kev lag luam muaj kev txhim kho txuas ntxiv. Nyob rau hauv lub downstream kev xav ntawm kev yuav khoom, qhov kev xav yuav nce ntxiv. Thaum nruab nrab Lub Peb Hlis, kev ua lag luam tau nce mus rau qib siab ntawm 7,900-8,000 yuan / ton. Kev lag luam isopropanol poob txij lub Peb Hlis mus txog rau lub Plaub Hlis kawg. Ntawm qhov tod tes, nyob rau lub Peb Hlis, Ningbo Juhua cov isopropanol cog tau ua tiav rau kev xa tawm thiab kev lag luam khoom lag luam-xav tau qhov sib npaug tau tawg dua. Ntawm qhov tod tes, nyob rau lub Plaub Hlis, lub peev xwm logistics hauv cheeb tsam tau txo qis, ua rau maj mam txo qis ntawm kev thov kev lag luam hauv tsev. Ze li ntawm lub Plaub Hlis, tus nqi lag luam poob qis qis ntawm 7,000-7,100 yuan / ton. Lub Tsib Hlis-Lub Rau Hli, kev ua lag luam isopropanol tau tswj hwm los ntawm nqaim oscillations. Tom qab tus nqi txuas ntxiv poob rau lub Plaub Hlis, qee cov tsev isopropanol hauv tsev tau tsom mus rau qhov chaw nres tsheb thiab kev saib xyuas, thiab kev ua lag luam nruj ntawm tus nqi qis, tab sis kev thov hauv tsev tau tiaj tus. Tom qab qhov kawg ntawm kev npaj export, lub impulse ntawm cov nqi lag luam tsis txaus. Nyob rau theem no, kev lag luam tseem ceeb ntawm kev ua lag luam yog 7,200-7,400 yuan / tuj.

Kev nce siab ntawm tag nrho cov khoom siv yog pom tseeb, thiab kev thov xa tawm kuj tseem rov qab los

Hais txog kev tsim khoom hauv tsev, Ningbo Juhua lub 50,000 t / ib isopropanol unit tau ua tiav thiab xa tawm hauv lub Peb Hlis, tab sis tib lub sijhawm, Dongying Haike 50,000 t / ib isopropanol chav tsev tau raug tshem tawm. Raws li Zhuo Chuang cov ntaub ntawv txoj kev, nws tau raug tshem tawm los ntawm isopropanol ntau lawm muaj peev xwm, thiaj li hais tias lub domestic isopropanol muaj peev xwm nyob ruaj khov ntawm 115.80,000 tons. Hais txog kev tsim khoom, qhov kev thov xa tawm hauv thawj ib nrab ntawm lub xyoo yog qhov ua tau zoo, thiab kev tsim khoom tau nce siab. Raws li Zhuo Chuang cov ntaub ntawv txheeb cais, thawj ib nrab ntawm 2022, Tuam Tshoj cov isopropanol ntau lawm yog kwv yees li 25% 59 lab tons, nce 60,000 tons lossis 30% 63%.

Ntshuam: Ntshuam yog nyob rau hauv ib tug downward trend vim muaj kev nce nyob rau hauv domestic mov thiab ntau tshaj domestic mov thiab kev thov.Lub ib hlis ntuj mus rau Lub rau hli ntuj 2022, Tuam Tshoj imported tag nrho ntawm 19.3 txhiab tons ntawm isopropanol, down 000 tons.22 txhiab tons, ib tug txo ntawm 10.23. %.

Exports: Tsis muaj kev poob qis hauv cov khoom siv hauv tsev, thiab cov khoom lag luam siab hauv qee cov nroj tsuag tseem nyob ntawm qhov kev xav tau ntawm kev xa tawm. Txij Lub Ib Hlis Ntuj txog Lub Rau Hli 2022, Tuam Tshoj tag nrho cov khoom xa tawm ntawm isopropanol yog kwv yees li 89,300 tons, nce 40,000 tons.210,000 tons, lossis 89.05%.

Dual txheej txheem gross profit thiab ntau lawm divergence

Raws li Zhuo Chuang cov ntaub ntawv isopropyl cawv theoretical tag nrho cov txiaj ntsig qauv suav, thawj ib nrab ntawm 2022, isopropyl cawv acetone hydrogenation txheej txheem theoretical tag nrho cov nyiaj tau los ntawm 603 yuan / ton, siab dua tib lub sijhawm xyoo tas los 630 yuan / ton, nce ntawm 2333.33%. ; propylene hydration method isopropyl cawv txheej txheem theoretical tag nrho cov nyiaj tau los ntawm 120 yuan / ton, qis dua tib lub sijhawm xyoo tas los 1138 yuan / ton, nqis 90% 46%. Los ntawm isopropyl cawv dual txheej txheem tag nrho cov txiaj ntsig sib piv daim duab tuaj yeem pom, 2022, isopropyl cawv ob txheej txheem kev xav ntawm tag nrho cov txiaj ntsig tau muab faib, acetone hydrogenation txheej txheem txoj kev xav ntawm tag nrho cov nyiaj tau los yog qhov ruaj khov, cov txiaj ntsig nruab nrab txhua hli hloov pauv ntawm 500-700 yuan. / tuj, tab sis propylene hydration txheej txheem txoj kev xav ntawm tag nrho cov nyiaj tau los ib zaug poob ntawm ze li ntawm 600 yuan / ton. Piv nrog rau tag nrho cov txiaj ntsig ntawm ob txoj haujlwm no, cov txiaj ntsig ntawm isopropyl cawv acetone hydrogenation txheej txheem tam sim no zoo dua li cov dej propylene.

Los ntawm isopropyl cawv ntau lawm cov ntaub ntawv nyob rau hauv lub xyoo tsis ntev los no, lub domestic thov kev loj hlob tus nqi tsis tau ceev pace nrog expansion ntawm ntau lawm muaj peev xwm. Nyob rau hauv lub sij hawm ntev oversupply qhov teeb meem, theoretical profitability theem ntawm isopropanol nroj tsuag tau dhau los ua ib qho tseem ceeb hauv kev txiav txim siab theem pib. 2022, tag nrho cov txiaj ntsig ntawm isopropanol hydrogenation txheej txheem txuas ntxiv ua haujlwm zoo dua cov dej propylene, ua rau cov nroj tsuag tso tawm ntawm isopropanol hydrogenation txheej txheem ntau dua li cov dej propylene. Raws li Zhuo Chuang cov ntaub ntawv kev soj ntsuam cov ntaub ntawv: thawj ib nrab ntawm 2022, isopropanol ntau lawm suav txog li 80% ntawm tag nrho lub teb chaws tsim.73%.

Tsom ntsoov rau tus nqi tiam sis thiab kev thov xa tawm hauv ib nrab xyoo thib ob

Hauv ib nrab xyoo 2022, los ntawm cov khoom siv thiab kev xav tau, tsis muaj isopropanol tshiab hauv kev ua lag luam, lub peev xwm ntawm isopropanol hauv tsev yuav nyob twj ywm ntawm 1.158 lab tons, thiab kev tsim khoom hauv tsev tseem tseem yog cov txheej txheem acetone hydrogenation. Nrog rau kev pheej hmoo ntawm stagflation nyob rau hauv lub ntiaj teb no kev lag luam, export thov rau isopropanol tsis muaj zog. Nyob rau tib lub sijhawm, qhov kev xav tau ntawm cov davhlau ya nyob twg hauv tsev tau qeeb qeeb, lossis "lub caij nyoog siab tshaj plaws tsis muaj kev vam meej" nyob rau hauv ib nrab ntawm lub xyoo, cov khoom siv thiab kev thov siab tseem tsis txo qis. Los ntawm tus nqi taw tes ntawm view, coj mus rau hauv tus account ib co tshiab phenolic khoom nyob rau hauv lub thib ob ib nrab ntawm lub xyoo no, acetone kev ua lag luam oversupply, lub Upper kawg ntawm cov raw cov ntaub ntawv acetone tus nqi yuav txuas mus rau tsawg yam cuam tshuam hom; lub thib ob ib nrab ntawm lub xyoo no, qhov cuam tshuam ntawm Tsoom Fwv Teb Chaws Reserve cov paj laum txoj cai thiab kev pheej hmoo ntawm kev poob nyiaj txiag hauv Tebchaws Europe thiab Tebchaws Meskas, qhov tseem ceeb ntawm cov nqi roj thoob ntiaj teb yuav poob. Tus nqi sab yog qhov tseem ceeb cuam tshuam rau tus nqi propylene, propylene cov nqi lag luam yuav poob qis dua piv rau ib nrab xyoo no. Feem ntau hais lus, tus nqi siab ntawm isopropanol cov tuam txhab tsis tseem ceeb rau lub sijhawm tam sim no, thiab tus nqi siab ntawm propylene hydrate isopropanol cov tuam txhab yuav tsum tau txo qis, tab sis tib lub sijhawm, thaum tsis muaj kev txhawb nqa zoo, lub peev xwm ntawm cov khoom lag luam. isopropanol kev lag luam kom rov zoo tsis txaus. Isopropyl cawv kev lag luam yuav tsum muaj ntau yam oscillation qauv nyob rau hauv lub thib ob ib nrab ntawm lub xyoo, tsom rau upstream acetone tus nqi tiam sis thiab kev hloov nyob rau hauv export thov.

Chemwinyog lub tuam txhab tshuaj raw khoom lag luam nyob hauv Suav teb, nyob hauv Shanghai Pudong New Area, nrog lub network ntawm cov chaw nres nkoj, cov chaw nres nkoj, tshav dav hlau thiab kev tsheb ciav hlau thauj mus los, thiab nrog cov khoom siv tshuaj lom neeg thiab phom sij hauv Shanghai, Guangzhou, Jiangyin, Dalian thiab Ningbo Zhoushan, Suav. , khaws cia ntau tshaj 50,000 tons ntawm cov khoom siv raw khoom txhua xyoo, nrog cov khoom txaus, txais tos yuav thiab nug. ximemail:service@skychemwin.comwhatsapp: 19117288062 Tel: +86 4008620777 +86 19117288062