Nyob rau hauv thawj ib nrab ntawm 2022, domestic propylene cov nqi lag luam tau nce me ntsis xyoo-rau-xyoo, nrog cov nqi siab yog qhov tseem ceeb cuam tshuam los txhawb cov nqi propylene. Txawm li cas los xij, kev tso tawm txuas ntxiv ntawm cov peev txheej tsim tawm tshiab tau ua rau muaj kev nce siab ntawm cov khoom lag luam, tab sis kuj ntawm tus nqi propylene nce, thawj ib nrab ntawm tag nrho cov txiaj ntsig ntawm kev lag luam propylene tau poob qis. Nyob rau hauv lub thib ob ib nrab ntawm lub xyoo, lub siab ntawm tus nqi sab yuav yooj yim me ntsis, thaum lub sij hawm cov khoom thiab kev thov sab yuav tsum txhim khu kev cuam tshuam ntawm propylene nqi nyob rau hauv lub thib ob ib nrab ntawm lub xyoo yog xav tias yuav nce thiab ces poob, qhov nruab nrab. tus nqi qib yuav tsis siab npaum li hauv thawj ib nrab.

Lub ntsiab tseem ceeb cuam tshuam rau kev lag luam hauv tsev propylene hauv thawj ib nrab ntawm 2022 yog raws li hauv qab no.

1. tus nqi tseem ceeb xyoo-rau-xyoo nce, tsim kev txhawb nqa zoo rau cov nqi propylene.

2. nce tag nrho cov khoom sib piv, uas yog ib tug luag ntawm propylene nqi nce.

3. Kev thov nce ntxiv tab sis txo qis cov txiaj ntsig qis qis, kuj txwv kev txhawb nqa rau cov nqi propylene.

Propylene raw cov ntaub ntawv nce ntau tshaj cov khoom downstream, kev lag luam saw profitability poob

Nyob rau hauv thawj ib nrab ntawm 2022, propylene kev lag luam saw khoom nqi nce los ntawm raw cov ntaub ntawv mus rau downstream khoom nyob rau hauv kev txiav txim txo. Raws li tuaj yeem pom los ntawm cov lus hauv qab no, tus nqi ntawm cov roj crude thiab propane raws li cov khoom siv tseem ceeb rau propylene tau nce siab hauv thawj ib nrab ntawm lub xyoo, tshwj xeeb tshaj yog cov nqi roj tau nce 60.88% xyoo-rau-xyoo, ua rau muaj qhov tseem ceeb. nce nqi ntawm propylene ntau lawm. Piv nrog rau cov khoom siv raw, cov nqi propylene hauv tsev tau nce qis dua 4% xyoo-rau-xyoo, thiab kev lag luam propylene poob rau hauv qhov poob tseem ceeb. Propylene downstream derivatives nqi poob xyoo-rau-xyoo, feem ntau propylene oxide, butyl cawv, acrylonitrile, acetone nqi poob ntau ho. Cov txiaj ntsig ntawm propylene downstream derivatives feem ntau poob qis hauv thawj ib nrab ntawm lub xyoo vim yog kev sib xyaw ntawm cov khoom siv raw khoom thiab cov nqi poob ntawm cov khoom lawv tus kheej.

Cov nqi propylene tau nce ntau xyoo-rau-xyoo, txhawb nqa cov nqi propylene nyiam

Cov nqi tau nce ntau, nrog rau feem ntau cov txheej txheem poob rau hauv kev poob. 2022 propylene kev lag luam profitability tsis zoo nyob rau hauv thawj ib nrab ntawm lub xyoo, nrog rau cov txheej txheem sib txawv propylene cov nqi nce ntawm cov nqi sib txawv xyoo-rau-xyoo, los ntawm 15% -45%, qhia qhov tseem ceeb ntawm cov khoom siv raw khoom. Txawm hais tias qhov nruab nrab ntawm lub ntiajteb txawj nqus ntawm propylene tus nqi kuj tau nce mus, tab sis tus nqi nce yog tsawg dua 4%. Raws li qhov tshwm sim, cov txiaj ntsig ntawm cov txheej txheem propylene sib txawv tau poob qis xyoo dhau los, los ntawm 60% -262%. Tsuas yog cov thee-based propylene, uas tau txais txiaj ntsig me ntsis, cov txheej txheem ntawm propylene tau poob qis.
Tag nrho cov khoom siv propylene yog nce, rub tus nqi propylene nce

Lub peev xwm tshiab tseem raug tso tawm, nrog rau kev loj hlob ib txhij hauv kev tsim muaj peev xwm. 2021 H1 suav nrog theem thib ob ntawm Zhenhai Refinery, Lihua Yi, Qi Xiang, Xinyue, Xinjiang Hengyou, Srbang, Anqing Tai Hengfa, Xintai, Tianjin Bohua, thiab lwm yam. Ntau cov nroj tsuag propylene tau muab tso rau hauv kev ua haujlwm. Lub peev xwm tshiab yog feem ntau faib hauv Shandong thiab East Tuam Tshoj, nrog me me ntawm kev faib tawm hauv Northwest, North thiab Central Tuam Tshoj. Cov txheej txheem tsim tawm ntawm lub peev xwm tshiab yog tsuas yog PDH, tus kheej tawg, catalytic cracking, MTO thiab MTP cov txheej txheem ntau lawm. 3.58 lab tons ntawm cov khoom siv hluav taws xob tshiab hauv tsev tau ntxiv rau thawj ib nrab xyoo 2022, thiab tag nrho cov peev txheej hauv tsev propylene tau nce mus rau 53.58 lab tons. Qhov kev tso tawm ntawm cov propylene tshiab muaj peev xwm ua rau muaj kev nce hauv kev tsim khoom, nrog rau tag nrho cov khoom siv hauv tsev propylene ntawm 22.4 lab tons hauv H1 2022, nce ntawm 5.81% piv rau tib lub sijhawm hauv 2021.

Tus nqi nruab nrab ntawm kev xa khoom tau nce xyoo-rau-xyoo, thiab qhov ntim ntawm cov khoom lag luam poob qis heev. 2022 H1 tus nqi nruab nrab ntshuam tau nce xyoo-rau-xyoo, thiab lub sijhawm arbitrage rau cov khoom tuaj txawv teb chaws raug txwv. Tshwj xeeb, nyob rau lub Plaub Hlis 2022, kev xa tawm hauv tsev propylene tsuas yog 54,600 tons, cov ntaub ntawv qis hauv 14 xyoo dhau los. tag nrho cov propylene ntshuam nyob rau hauv thawj ib nrab ntawm 2022 yuav tsum yog 965,500 tons, nqis 22.46% los ntawm tib lub sij hawm nyob rau hauv 2021. Raws li lub domestic propylene mov tseem nce ntxiv, cov ntshuam kev lag luam feem ntau compressed, raws li kev cia siab ntawm kev ua lag luam.
Propylene thov nce tab sis downstream profits poob, kuj txwv boost rau propylene nqi

Kev siv propylene loj hlob ib xyoos ib zaug nrog kev tso tawm cov peev txheej qis qis. 2022 H1 suav nrog kev ua haujlwm ntawm ntau chav nyob hauv qab suav nrog Lianhong Cov Khoom Siv Tshiab, Weifang Shu Skin Kang polypropylene cog, Lijin Refinery, Tianchen Qixiang acrylonitrile cog, Zhenhai II, Tianjin Bohua propylene oxide cog thiab ZPCC acetone cog, tsav propylene noj kev loj hlob. Tshiab downstream peev kuj tseem concentrated nyob rau hauv Shandong thiab East Tuam Tshoj, nrog ib tug me me ntawm faib nyob rau hauv North China. 23.74 lab tons ntawm domestic propylene downstream noj nyob rau hauv thawj ib nrab ntawm 2022, nce 7.03% piv nrog rau tib lub sij hawm nyob rau hauv 2021.

Cov lag luam hauv tsev tau nquag xa tawm, thiab propylene export ntim tau nce xyoo-rau-xyoo. Nrog rau kev nthuav dav sai ntawm kev tsim khoom hauv tsev propylene thiab qhov tseem ceeb hauv kev sib tw ua lag luam siab, qee cov nroj tsuag tseem ceeb nrhiav kev nthuav tawm, nrog rau qhov tshwm sim ntawm qhov chaw arbitrage, propylene export ntim tau nce ntau xyoo-rau-xyoo.
Cov khoom lag luam qis qis qis, lub peev xwm lees txais cov khoom siv raw khoom poob qis. thawj ib nrab ntawm 2022 cov khoom siv raw cov nqi tau nce, thaum propylene downstream derivatives nqi poob feem ntau, cov txiaj ntsig ntawm propylene downstream khoom feem ntau poob qis. Ntawm lawv, cov txiaj ntsig ntawm butanol thiab acrylic acid yog qhov ruaj khov, thiab cov txiaj ntsig ntawm propylene txoj kev ECH tau txhim kho. Txawm li cas los xij, polypropylene hmoov, acrylonitrile, phenol ketone thiab propylene oxide profits tag nrho poob qis, thiab lub ntsiab downstream polypropylene poob rau hauv kev poob mus ntev. Propylene downstream nroj tsuag 'kev lees txais ntawm cov khoom siv raw cov nqi poob qis thiab lawv qhov kev yuav khoom txaus siab tsis zoo, uas cuam tshuam rau propylene thov rau qee qhov.

Propylene nqi nyob rau hauv ib nrab ntawm lub xyoo yuav tsum nce thiab ces poob, nrog rau nruab nrab nqi theem tsis siab li nyob rau hauv thawj ib nrab ntawm lub xyoo.

Ntawm cov nqi, cov nqi raw khoom yuav poob rau hauv ib nrab xyoo ntawm lub xyoo, thiab cov nqi them nyiaj propylene yuav tsis muaj zog me ntsis.

Ntawm cov khoom lag luam, kev xa khoom tau qis dua nyob rau thawj ib nrab ntawm lub xyoo thiab xav tias yuav nce me ntsis hauv ib nrab xyoo thib ob vim tias kev xa khoom maj mam rov qab los. Nyob rau hauv lub thib ob ib nrab ntawm lub xyoo, tseem muaj ib co tshiab domestic ntau lawm kev npaj yuav muab tso rau hauv lub lag luam, propylene mov ntim txuas ntxiv mus, lub lag luam mov siab tsis txo, cov khoom-sab cuam tshuam tseem muaj zog.

Qhov kev thov sab nraud, cov nyiaj tau los ntawm polypropylene tseem ceeb thiab kev pib ua haujlwm tseem yog qhov tseem ceeb cuam tshuam rau kev thov ntawm propylene, lwm yam tshuaj lom neeg kev xav tau yuav tsum tau ruaj khov. Kev poob siab tuaj yeem nce ntxiv rau lub Kaum Ib Hlis thiab Kaum Ob Hlis.

Zuag qhia tag nrho, tus nqi ntawm propylene nyob rau hauv ib nrab ntawm lub xyoo yog zoo li yuav nce thiab ces poob, thiab qhov nruab nrab nqi nruab nrab ntawm lub ntiajteb txawj nqus tej zaum yuav tsis siab li nyob rau hauv thawj ib nrab ntawm lub xyoo. Qhov nruab nrab tus nqi nruab nrab ntawm Shandong propylene kev ua lag luam nyob rau hauv ib nrab ntawm lub xyoo yuav tsum yog 7700-7800 yuan / tuj, nrog ib tug nqi ntawm 7000-8300 yuan / tuj.

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