DMF kev lag luam saw

DMF (tshuaj lub npe N, N-dimethylformamide) yog cov organic compound nrog cov tshuaj formula C3H7NO, cov kua tsis muaj xim thiab pob tshab. DMF yog ib qho ntawm cov khoom lag luam uas muaj txiaj ntsig zoo ntxiv hauv cov khoom siv hluav taws xob niaj hnub siv tshuaj lom neeg, thiab yog ob qho tib si cov khoom siv tshuaj lom neeg nrog ntau yam kev siv thiab cov kuab tshuaj zoo heev nrog ntau yam kev siv. DMF yog dav siv nyob rau hauv polyurethane (PU paste), electronics, artificial fiber, kws thiab zaub mov additive industries, thiab lwm yam. DMF tuaj yeem tov nrog dej thiab feem ntau cov kuab tshuaj organic.

DMF kev lag luam kev loj hlob raws li txoj cai

Los ntawm cov khoom siv hauv tsev DMF, cov khoom hloov pauv. Raws li kev txheeb cais, nyob rau hauv 2021, lub domestic DMF muaj peev xwm ntau lawm yog 870,000 tons, cov zis yog 659,800 tons, thiab lub peev xwm hloov pauv tus nqi yog 75.84%. Piv nrog rau xyoo 2020, DMF kev lag luam hauv 2021 muaj peev xwm qis dua, ntau lawm ntau dua thiab muaj peev xwm siv tau ntau dua.

Tuam Tshoj DMF muaj peev xwm, ntau lawm thiab muaj peev xwm hloov pauv hauv 2017-2021

Source: public information

Los ntawm qhov kev xav tau, qhov pom tseeb ntawm kev noj DMF loj hlob me ntsis thiab tsis tu ncua hauv 2017-2019, thiab kev noj ntawm DMF txo qis hauv 2020 vim muaj kev cuam tshuam ntawm cov kab mob tshiab, thiab pom meej ntawm kev lag luam tau nce xyoo 2021. Raws li kev txheeb cais, qhov pom tseeb ntawm DMF kev lag luam hauv Suav teb xyoo 2021 yog 529,500 tons, nce. 6.13% xyoo-rau-xyoo.

Pom pom kev noj thiab kev loj hlob ntawm DMF hauv Suav teb los ntawm 2017-2021

Source: Public information collation

Nyob rau hauv cov nqe lus ntawm downstream thov qauv, muab tshuaj txhuam yog qhov loj tshaj plaws noj cheeb tsam. Raws li kev txheeb cais, nyob rau hauv 2021 Tuam Tshoj DMF downstream thov qauv, PU muab tshuaj txhuam yog qhov loj tshaj plaws downstream daim ntawv thov ntawm DMF, accounting rau 59%, lub davhlau ya nyob twg thov rau lub hnab, khaub ncaws, khau thiab kaus mom thiab lwm yam lag luam, lub davhlau ya nyob twg kev lag luam yog ntau mature.

2021 Tuam Tshoj DMF kev lag luam segmentation daim ntawv thov thaj chaw suav rau

Source: Public information

DMF import thiab export txheej xwm

"N, N-dimethylformamide" kev lis kev cai code "29241910". Los ntawm qhov xwm txheej ntshuam thiab xa tawm, Tuam Tshoj DMF kev lag luam overcapacity, kev xa tawm ntau dua li kev xa tawm, 2021 DMF tus nqi tau nce siab, Tuam Tshoj tus nqi xa tawm tau nce. Raws li kev txheeb cais, xyoo 2021, Tuam Tshoj tus DMF xa tawm ntau yog 131,400 tons, tus nqi xa tawm yog 229 lab US las.

2015-2021 Tuam Tshoj DMF export kom muaj nuj nqis thiab tus nqi

Source: General Administration of Customs, collated los ntawm Huajing Industrial Research Institute

Hais txog kev xa tawm xa tawm, 95.06% ntawm Tuam Tshoj tus DFM export ntau yog nyob rau hauv Asia. Raws li kev txheeb cais, tsib qhov chaw tshaj tawm ntawm Tuam Tshoj DFM xa tawm hauv 2021 yog Kaus Lim Qab Teb (30.72%), Nyiv (22.09%), Is Nrias teb (11.07%), Taiwan, Tuam Tshoj (11.07%) thiab Nyab Laj (9.08%).

Kev faib tawm ntawm Tuam Tshoj DMF xa tawm qhov chaw hauv 2021 (Unit: %)

Source: General Administration of Customs, collated los ntawm Huajing Industrial Research Institute

DMF kev lag luam kev sib tw qauv

Nyob rau hauv cov nqe lus ntawm kev sib tw qauv (los ntawm lub peev xwm), kev lag luam concentration yog siab, nrog CR3 mus txog 65%. Raws li kev txheeb cais, xyoo 2021, Hualu Hensheng yog tus thawj coj hauv tsev DFM tsim muaj peev xwm nrog 330,000 tons ntawm DMF tsim muaj peev xwm, thiab tam sim no yog cov chaw tsim khoom loj tshaj plaws DMF hauv ntiaj teb, nrog kev lag luam hauv tsev ntawm ntau dua 33%.

Tuam Tshoj DMF kev lag luam kev lag luam kev sib tw qauv hauv 2021 (los ntawm lub peev xwm)

Source: Public information collation

DMF kev lag luam yav tom ntej txoj kev loj hlob

1, cov nqi txuas ntxiv nce siab, lossis yuav raug kho

Txij li xyoo 2021, DMF tus nqi tau nce siab heev. 2021 DMF tus nqi nruab nrab yog 13,111 yuan / ton, nce 111.09% piv nrog 2020. 5 Lub Ob Hlis 2022, DMF tus nqi yog 17,450 yuan / ton, ntawm keeb kwm qib siab. Kev sib kis DMF tau hloov pauv mus rau sab saud, thiab nce ntxiv. 5 Lub Ob Hlis 2022, DMF kev sib kis tau 12,247 yuan / tuj, deb tshaj li keeb kwm kev sib kis nruab nrab.

2, cov khoom siv yog txwv nyob rau lub sijhawm luv luv, ntev DMF xav tau yuav rov qab los ntxiv

Xyoo 2020, cuam tshuam los ntawm tus kabmob tshiab, DMF noj tau poob qis, thiab Zhejiang Jiangshan tawm 180,000 tons ntawm cov peev txheej tsim khoom ntawm cov khoom siv ntawm qee yam cuam tshuam. 2021, qhov cuam tshuam ntawm kev kis mob hauv tsev tsis muaj zog, khau, hnab, khaub ncaws thiab rooj tog tsim kev lag luam xav tau rov qab los, qhov kev thov rau PU muab tshuaj ntxiv, DMF xav tau loj hlob raws li, qhov pom tseeb DMF noj txhua xyoo ntawm 529,500 tons, nce 6.13% xyoo- nyob rau xyoo. Kev loj hlob ntawm 6.13% xyoo-rau-xyoo. Raws li qhov cuam tshuam ntawm tus kab mob tshiab tshiab maj mam poob qis, kev lag luam thoob ntiaj teb tau rov qab los, DMF qhov kev thov yuav rov zoo ntxiv, DMF xav tias yuav loj hlob tsis tu ncua hauv 2022 thiab 2023.