Toluene diisocyanate nqis tau pib nce ntxiv rau lub Cuaj Hlis 28, nce 1.3%, hais tawm ntawm 19601 yuan / ton, nce ntxiv ntawm 30% txij li lub Yim Hli 3. Tom qab lub sijhawm nce no, TDI tus nqi tau ze rau qhov siab ntawm 19,800 yuan / ton thaum Lub Ob Hlis xyoo no. Raws li kev kwv yees kwv yees, qhov nruab nrab txhua xyoo kev loj hlob ntawm TDI xav tau nyob rau ob peb xyoos tom ntej no yuav nyob ib puag ncig 5.52%. Saib ua ntej mus rau ib nrab ntawm lub xyoo, cov tshuaj yuav ua rau ob txoj kab tseem ceeb ntawm sab hauv thiab sab nraud rov qab, thiab qhov ntim ntawm Tuam Tshoj cov tshuaj xa tawm mus rau Tebchaws Europe yuav nce ntxiv.

Tshwj xeeb tshaj yog rau cov tuam txhab teev npe, Wanhua Chemical tshaj tawm tias txij thaum Lub Kaum Hli 2022, Wanhua Chemical Group Co., Ltd. tus nqi teev rau polymeric MDI hauv Suav teb yog RMB19,800 / ton (nce RMB2,300 / ton ntawm lub Cuaj Hli tus nqi); tus nqi teev rau MDI ntshiab yog RMB23,000 / tuj (nce RMB2,000 / tuj los ntawm lub Cuaj Hli nqe).

Tag nrho ntawm 32% ntawm cov tuam txhab siv hluav taws xob siv hluav taws xob raug yuam kom txiav tag nrho lossis ib feem ntawm lawv cov khoom lag luam vim qhov nce siab ntawm cov nqi roj av nyob sab Europe, uas tau ntsuas rau ob zaug ntawm kev lag luam thoob plaws qhov nruab nrab. European MDI thiab TDI ntau lawm yog ob qho tib si ntau tshaj li ib feem peb ntawm lub ntiaj teb no ntau lawm, thiab European thiab American tshuaj nroj tsuag MDI thiab TDI tsim ib qho kev sib txawv.

Cov koom haum taw qhia tias cov nqi roj av yuav tsum nyob twj ywm siab tiv thaiv qhov cuam tshuam ntawm qhov tsis paub meej ntxiv ntawm European cov roj ntshuam. Natural gas yog ib qho tseem ceeb ntawm cov khoom siv hluav taws xob thiab cov khoom siv raw rau qee cov tshuaj hauv Tebchaws Europe. Tam sim no European ntau lawm muaj peev xwm suav nrog ntau yam ntawm cov vitamins, methionine, PVP, MDI, TDI, m-cresol, thiab lwm yam. Rau cov lag luam hauv tsev, ntawm ib sab, xav kom tau txais txiaj ntsig los ntawm cov nqi hauv cheeb tsam nce ntawm cov tshuaj tseem ceeb hauv Tebchaws Europe xa mus rau lub ntiaj teb tus nqi nce nyiaj tau los, ntawm qhov tod tes, koj tuaj yeem siv tus nqi qis ntawm cov khoom siv hauv tsev los txhawb kev sib tw.

Guoxin Securities tshawb fawb daim ntawv qhia hais tias ntshiab MDI, raws li lub Cuaj Hli Ntuj 8, Shanghai cov chaw muab concentrated 18,200-18,800 yuan / ton, imported qhov chaw muaj concentrated 18,200-18,800 yuan /. TDI, rau xyoo 2022, qhov hnyav ntawm geopolitical tsis sib haum xeeb lossis huab cua huab cua ua rau muaj kev cuam tshuam loj ntawm European lub zog ntsoog, cov tuam txhab tshuaj nyob sab Europe tseem yuav raug cov nqi hluav taws xob ntau ntxiv thiab cov khoom siv raw khoom tsis txaus Qhov cuam tshuam tsis ntev los no, Tebchaws Europe - Tuam Tshoj kev lag luam TDI kis tau txuas ntxiv mus rau ntau dua $ 1400 / ton. Tam sim no, lub siab ntawm TDI cov khoom muag nyob rau hauv nruab nrab thiab qis nce mus txog tsis loj, tab sis kev zom ntawm cov khoom siv davhlau ya nyob twg tseem qeeb. Cov kws tshuaj ntsuam xyuas kom nquag plias rau kev ua haujlwm ntawm cov khoom siv txawv teb chaws thiab kev xa tawm ntawm cov tuam txhab tsim khoom hauv tsev.

Los ntawm kev xav ntawm nruab nrab thiab ntev kev thov, MDI, kev thov thoob ntiaj teb rau MDI tau nce ntxiv hauv 10 xyoo dhau los, los ntawm 4.65 lab tons hauv 2011 txog 7.385 lab tons hauv 2020, nrog CAGR ntawm 5.27%, siab dua li GDP kev loj hlob nyob rau tib lub sijhawm, thiab qhov kev thov yog kwv yees kom loj hlob ntawm 4% ntawm qhov sib xyaw ua ke (% 6%). hauv 5 xyoo tom ntej. Qhov kev thov rau MDI xav tias yuav loj hlob ntawm CAGR ntawm 5% (4% -6%) nyob rau tsib xyoos tom ntej. Raws li kev kwv yees kwv yees, cov kws tshuaj ntsuam tau suav tias qhov nruab nrab txhua xyoo kev loj hlob ntawm TDI xav tau nyob rau ob peb xyoos tom ntej no yuav nyob ib puag ncig 5.52%.

Saib ua ntej mus rau lub xyoo thib ob ntawm lub xyoo, kev lag luam tshuaj yuav ua rau ob txoj kab tseem ceeb ntawm sab hauv thiab sab nraud rov qab los, vim tias tam sim no cov nqi hluav taws xob siab hauv Tebchaws Europe maj mam ua rau cov khoom siv tshuaj, cov khoom siv tshuaj nyob sab Europe cov nqi txhim kho, cov nqi tshuaj hauv tsev thiab cov nqi European txuas ntxiv nthuav dav, nrog rau tus nqi ntawm hiav txwv freight rov qab, cov kws tshuaj ntsuam ntseeg tias qhov ntim ntawm Suav tshuaj xa tawm mus rau Tebchaws Europe.

Chemwinyog lub tuam txhab tshuaj raw khoom lag luam hauv Suav teb, nyob rau hauv Shanghai Pudong Tshiab Thaj Chaw, nrog lub network ntawm cov chaw nres nkoj, terminals, 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, Tuam Tshoj, khaws cia ntau tshaj 50,000 tons ntawm cov khoom siv rau xyoo puag ncig, khoom siv raw khoom thiab khoom siv raw khoom. chaw email:service@skychemwin.comwhatsapp: 19117288062 Tel: +86 4008620777 +86 19117288062