Tsis ntev los no, kev lag luam hauv tsev vinyl acetate tau ntsib tus nqi nce ntxiv, tshwj xeeb tshaj yog nyob rau thaj tsam East Tuam Tshoj, qhov twg cov nqi lag luam tau nce mus rau qhov siab ntawm 5600-5650 yuan / ton. Tsis tas li ntawd, qee cov tub lag luam tau pom lawv cov nqi hais ntxiv nce ntxiv vim cov khoom tsis txaus, tsim kom muaj kev lag luam muaj zog hauv kev ua lag luam. Qhov tshwm sim no tsis yog xwm txheej, tab sis qhov tshwm sim ntawm ntau yam cuam tshuam thiab ua haujlwm ua ke.

Supply side contraction: kev npaj tu thiab kev ua lag luam kev cia siab

Los ntawm cov khoom siv sab nraud, cov phiaj xwm kev saib xyuas ntawm ntau lub tuam txhab vinyl acetate tau dhau los ua qhov tseem ceeb ntawm kev tsav tus nqi nce. Piv txwv li, cov tuam txhab xws li Seranis thiab Chuanwei npaj yuav tswj cov cuab yeej siv hauv lub Kaum Ob Hlis, uas yuav txo qis kev lag luam ncaj qha. Nyob rau tib lub sijhawm, txawm hais tias Beijing Oriental npaj yuav rov pib tsim khoom, nws cov khoom lag luam feem ntau yog siv rau tus kheej thiab tsis tuaj yeem sau qhov sib txawv ntawm kev lag luam. Tsis tas li ntawd, xav txog qhov pib thaum ntxov ntawm lub caij nplooj ntoos hlav Festival xyoo no, kev ua lag luam feem ntau cia siab tias kev noj nyob rau lub Kaum Ob Hlis yuav siab dua li xyoo dhau los, ua rau muaj kev cuam tshuam ntau ntxiv rau cov khoom siv nruj.

Kev xav tau kev loj hlob: kev noj tshiab thiab kev yuav khoom siab

Ntawm qhov kev thov sab, kev ua lag luam nqes hav ntawm vinyl acetate qhia tau hais tias kev loj hlob muaj zog. Qhov tshwm sim tsis tu ncua ntawm kev noj tshiab tau ua rau muaj kev yuav khoom ntxiv. Tshwj xeeb tshaj yog kev ua tiav ntawm qee qhov kev txiav txim loj tau ua rau muaj txiaj ntsig zoo rau cov nqi lag luam. Txawm li cas los xij, nws tsim nyog sau cia tias cov chaw tsim khoom me me muaj peev xwm ua tau tus nqi siab, uas rau qee qhov txwv tsis pub chav rau tus nqi nce. Txawm li cas los xij, tag nrho txoj kev loj hlob ntawm kev lag luam downstream tseem muab kev txhawb zog rau tus nqi nce ntawm vinyl acetate kev ua lag luam.

Tus nqi tseem ceeb: Tsawg load lag luam ntawm carbide txoj kev lag luam

Ntxiv nrog rau cov khoom siv thiab kev xav tau, cov nqi tseem ceeb kuj yog ib qho ntawm cov laj thawj tseem ceeb uas ua rau tus nqi ntawm vinyl acetate hauv khw. Cov khoom siv qis ntawm cov khoom siv carbide vim yog cov teeb meem ntawm cov nqi tau ua rau cov tuam txhab lag luam feem ntau xaiv los tsim cov yas acetate sab nraud los tsim cov khoom qis xws li polyvinyl cawv. Cov qauv no tsis yog tsuas yog ua rau kev lag luam xav tau rau cov yas acetate, tab sis kuj tseem txhawb nqa nws cov nqi ntau lawm. Tshwj xeeb tshaj yog nyob rau hauv cheeb tsam qaum teb sab hnub poob, qhov poob ntawm cov khoom lag luam carbide ua lag luam tau ua rau muaj qhov nce hauv qhov chaw nug hauv kev ua lag luam, ntxiv dag zog rau cov nqi nce ntxiv.

Market Outlook thiab Risks

Nyob rau hauv lub neej yav tom ntej, kev lag luam tus nqi ntawm vinyl acetate tseem yuav ntsib kev nyuaj siab. Ntawm qhov tod tes, qhov kev cog lus ntawm cov khoom siv thiab kev loj hlob ntawm qhov kev thov sab yuav txuas ntxiv muab kev txhawb zog rau tus nqi nce; Ntawm qhov tod tes, kev nce nqi ntawm cov nqi tseem yuav muaj txiaj ntsig zoo rau cov nqi lag luam. Txawm li cas los xij, cov tub ua lag luam thiab cov kws kho mob kuj yuav tsum tau ceev faj txog qhov muaj feem cuam tshuam. Piv txwv li, kev rov ua dua ntawm cov khoom tuaj txawv teb chaws, kev siv cov phiaj xwm kev saib xyuas los ntawm cov tuam txhab tsim khoom loj, thiab kev sib tham ntxov nrog cov chaw tsim khoom lag luam raws li qhov kev cia siab ntawm kev lag luam yuav muaj kev cuam tshuam rau cov nqi lag luam.