Txij li thaum Lub Peb Hlis, kev ua lag luam styrene tau cuam tshuam los ntawm cov nqi roj thoob ntiaj teb, tus nqi tau nce zuj zus, los ntawm lub taub hau ntawm lub hli ntawm 8900 yuan / ton) tau nce sai, tawg los ntawm 10,000 yuan cim, nce siab tshiab rau lub xyoo. Txog tam sim no tus nqi tau rub rov qab me ntsis thiab tam sim no tus nqi lag luam styrene yog 9,462 yuan ib tuj.

"Txawm hais tias tus nqi styrene tseem nyob rau theem siab, tab sis tsis tuaj yeem cuam tshuam tus nqi siab, ua ke nrog kev cuam tshuam ntawm kev sib kis ntawm cov khoom xa tuaj ntawm cov kev xav tau tsis muaj zog, ua rau feem ntau cov neeg tsim khoom styrene tawm tsam ntawm txoj kab sib cais, tshwj xeeb tshaj yog tsis muaj kev sib koom ua ke. cov tuam txhab ntaus ntawv qw rau ntau dua. Raws li cov khoom lag luam xav tias yuav xoob, cov dej ntws tseem ceeb yog qhov tsis muaj zog thiab lwm yam, xav tias yuav ua rau lub sijhawm luv luv ntawm cov tuam txhab uas tsis muaj kev sib koom ua ke tseem nyuaj rau kev tshem tawm qhov poob. " Wang Chunling, tus kws tshuaj ntsuam ntawm Tuam Tshoj-Union Information, tau hais hauv kev tshuaj xyuas.

Kev ua lag luam tus nqi nce tsis tuaj yeem ntes nrog qhov feem pua ​​​​ntawm cov khoom siv raw nce

Tsis ntev los no los ntawm tag nrho cov nqi ntawm cov roj thoob ntiaj teb, styrene tus nqi ntawm ob lub ntsiab raw khoom ethylene thiab ntshiab benzene tau mus txog qhov siab tshiab hauv lub xyoo. Lub Plaub Hlis 12, tus nqi nruab nrab ntawm kev ua lag luam ethylene 1573.25 yuan / ton, thiab pib ntawm lub xyoo piv rau qhov nce ntawm 26.34%; benzene ntshiab, txij thaum lub Peb Hlis Ntuj pib nce, raws li lub Plaub Hlis 12, tus nqi nruab nrab ntawm 8410 yuan / ton, ntshiab benzene thiab pib ntawm lub xyoo piv rau qhov nce ntawm 16.32%. Thiab tam sim no tus nqi nruab nrab ntawm kev ua lag luam styrene thiab pib ntawm lub xyoo piv rau qhov nce yog 12.65%, tsis tuaj yeem ntes nrog cov khoom siv raw khoom lag luam ethylene thiab ntshiab benzene kev lag luam nce.

Zhang Ming, tus thawj coj ntawm lwm cov khoom siv raw khoom styrene ntau lawm cov tuam txhab nyob rau sab hnub tuaj Tuam Tshoj, tau hais tias cov lag luam tsis tsuas yog ua rau tus nqi siab xwb, tab sis kuj los ntawm kev cuam tshuam ntawm kev xav tau tsis muaj zog, nyob rau lub Peb Hlis, txawm hais tias tus nqi nruab nrab ntawm styrene tawm ntawm lub xyoo no siab. , tab sis yuam kom tus nqi siab, peb muaj qhov theoretical poob ntawm ze li ntawm 600 yuan ib tuj ntawm cov khoom, tam sim no profitability ntawm cov cuab yeej tshaj li thaum xaus ntawm lub xyoo tas los poob los ntawm txog. 268.05%.

Txawm hais tias tus nqi styrene yog siab dua, tab sis feem ntau cov neeg tsim khoom styrene tau tawm tsam ntawm txoj kab sib cais, tshwj xeeb tshaj yog cov tuam txhab tsis sib koom ua ke raug kev txom nyem, rau cov khoom siv raw cov khoom ntshiab benzene thiab ethylene nyob ntawm kev yuav khoom sab nraud ntawm cov khoom siv tsis sib xyaw, styrene khoom sab. kev ua lag luam nce siab tsis tuaj yeem ntes nrog cov nqi nce, yog li nkag mus rau cov txiaj ntsig tau txais txiaj ntsig, tam sim no cov cuab yeej tsis sib koom ua ke hauv East China. Cov nyiaj tau los tag nrho tseem nyob ntawm -693 yuan, piv rau Lub Ib Hlis mus txog Lub Ob Hlis Qhov poob ob npaug txij lub Ib Hlis mus txog Lub Ob Hlis.

Styrene tshiab muaj peev xwm tsim tau nce ntau

Raws li kev txheeb cais, xyoo 2021, Tuam Tshoj tus tshiab styrene muaj peev xwm hauv 2.67 lab tons / xyoo. Thiab xyoo no muaj ntau lub peev xwm tshiab styrene tso tawm. Raws li lub Plaub Hlis thaum ntxov, Yantai Wanhua 650,000 tons / xyoo, Zhenli 630,000 tons / xyoo, Shandong Lihua Yi 720,000 tons / xyoo muaj peev xwm raug tso tawm, tag nrho ntawm 2 lab tons / xyoo muaj peev xwm tau raug tso tawm. Tom qab ntawd yuav muaj Maoming Petrochemical, Luoyang Petrochemical, Tianjin Dagu, peb pawg ntawm cov khoom siv ua ke 990,000 tons / xyoo muaj peev xwm tau npaj yuav tawm hauv lub quarter thib ob ntawm lub xyoo no. Hauv thawj peb lub hlis twg ntawm lub xyoo no, nws kwv yees tias 3.55 lab tons / xyoo ntawm lub peev xwm tshiab styrene yuav raug tso tawm. Yog li ntawd, xyoo no, kev muag khoom siab ntawm cov khoom siv ntawm styrene yog ntau dua li xyoo tas los, muaj peev xwm txaus, nws nyuaj rau nce nqi los txhawb cov ntsiab lus.

Vim yog kev poob, ntau cov nroj tsuag styrene nyob rau hauv thawj peb lub hlis twg nyob rau hauv kev nug xaiv kaw kev txij nkawm, tab sis feem ntau ntawm cov kev npaj tu vaj tse yog kom xaus rau hauv nruab nrab mus rau lig Plaub Hlis Ntuj. Tam sim no kev lag luam styrene pib nce mus rau 75.9% los ntawm 74.5% thaum lub Peb Hlis lig. Hebei Shengteng, Shandong Huaxing thiab ntau lwm yam kev kaw haujlwm kaw yuav rov pib dua ib zaug, thiab tus nqi pib yuav nce ntxiv tom qab.

Los ntawm qhov kev xav puv xyoo, styrene mov-sab muaj peev xwm txaus. Kev lag luam raws li qhov kev cia siab tso tawm ntawm lub peev xwm tsim tawm tshiab xyoo no yuav tsum txiav txim siab, rau qhov lig tuaj yeem tshem tawm ntawm lub xeev poob, feem ntau tuav tus cwj pwm pessimistic ntau dua.

Kev cuam tshuam kev sib kis, tsis muaj kev xav tau qis qis
Vim muaj ntau lub ntsiab lus ntawm kev sib kis thoob ntiaj teb, peb lub ntsiab hauv qab styrene EPS, polystyrene (PS), acrylonitrile-butadiene-styrene terpolymer (ABS) cov khoom lag luam raug thaiv, cov khoom muag khoom muag nce siab. Yog li ntawd, cov nroj tsuag hauv qab no tsis tshua muaj kev mob siab rau pib ua haujlwm, qhov pib feem ntau qis dua, thiab qhov kev thov rau cov styrene nyoos tsis muaj zog.

Expandable polystyrene (EPS): East Tuam Tshoj cov khoom siv feem ntau muab 11,050 yuan, cov qauv kev lag luam cov khoom muag tau tuav ib theem siab ntawm 26,300 tons, tus nqi pib poob rau 38.87%, piv nrog rau thaum pib ntawm lub quarter txog 55%, ib qho loj poob. .

Polystyrene (PS): Qhov kev thov tam sim no hauv Yuyao cheeb tsam yog RMB10,600, thiab cov khoom muag ntawm cov khoom tiav hauv cov qauv lag luam tau nce ntxiv mus rau 97,800 tons txij li lub Peb Hlis, nrog tus nqi pib poob rau 65.94%, piv nrog rau qib ntawm 75. % thaum pib ntawm lub quarter, ib qho kev poob qis.

ABS: Sab Hnub Tuaj Tuam Tshoj 757K tau hais los ntawm RMB 15,100, cov khoom tiav cov khoom muag ntawm cov qauv lag luam tau tuav ib qho kev ruaj khov ntawm 190,000 tons tom qab lub de-stocking me me nyob rau lub Ob Hlis, thiab tus nqi pib poob qis me ntsis mus rau 87.4%, nrog ib nrab poob.

Zuag qhia tag nrho, qhov kis kab mob kis thoob ntiaj teb tam sim no tsis paub meej, thiab kev lag luam tshuaj lom neeg muaj kev phom sij hauv tsev tsis zoo li yuav rov pib dua nyob rau lub sijhawm luv luv, uas ua rau qhov kev thov tsis txaus rau cov khoom lag luam ntawm styrene. Nyob rau hauv rooj plaub ntawm kev rov pib kho cov chav tsev thiab cov peev txheej tsim tawm tshiab, tus nqi nruab nrab ntawm styrene kev ua lag luam yog qhov nyuaj rau rov qab mus rau tus qauv ntawm 10,000 yuan, thiab nws nyuaj rau cov neeg tsim khoom kom rub rov qab cov nyiaj tau los hauv lub sijhawm luv.