Toluene diisocyanate nqis pib nce ntxiv rau lub Cuaj Hlis 28, nce 1.3%, hais tawm ntawm 19601 yuan / tuj, nce ntxiv ntawm 30% txij li lub Yim Hli 3. Tom qab lub sijhawm no nce, TDI tus nqi tau ze rau qhov siab ntawm 19,800 yuan / ton. nyob rau 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 tias yuav tau txais txiaj ntsig los ntawm cov nqi nce hauv cheeb tsam tseem ceeb. chemicals nyob rau hauv cov teb chaws Europe kis mus rau lub ntiaj teb no tus nqi nce nyiaj tau los, ntawm qhov tod tes, koj tuaj yeem siv tus nqi qis ntawm cov khoom siv raw hauv tsev los ua kom muaj kev sib tw ntawm kev xa tawm txawv teb chaws.

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 thaj chaw tsis sib haum xeeb lossis huab cua huab cua ua rau muaj kev cuam tshuam loj ntawm European lub zog ntsoog, European cov tuam txhab tshuaj lom neeg yuav txuas ntxiv raug rau cov nqi hluav taws xob ntau ntxiv thiab cov khoom siv tsis txaus Cov kev cuam tshuam tsis ntev los no, 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 dav hlau 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. GDP kev loj hlob nyob rau tib lub sijhawm, thiab qhov kev thov tau kwv yees tias yuav loj hlob ntawm kev loj hlob ntawm 5% (hauv thaj tsam ntawm 4% -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 thib ob ib nrab ntawm lub xyoo, cov tshuaj kev lag luam yuav coj mus rau hauv ob lub ntsiab kab ntawm sab hauv thiab sab nraud rov qab, vim hais tias tam sim no lub zog siab nqi nyob rau hauv cov teb chaws Europe maj conduction rau tshuaj cov khoom, European tshuaj cov khoom nqi los txhim kho, domestic tshuaj. cov nqi thiab cov nqi European txuas ntxiv nthuav dav qhov sib txawv, ua ke nrog tus nqi ntawm cov khoom thauj hauv hiav txwv rov qab, cov kws tshuaj ntsuam ntseeg tias qhov ntim ntawm Suav tshuaj xa tawm mus rau Tebchaws Europe yuav nce ntxiv.

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.chaw email:service@skychemwin.comwhatsapp: 19117288062 Tel: +86 4008620777 +86 19117288062