Mu 2022, mtengo wamafuta padziko lonse lapansi udakwera kwambiri, mtengo wamafuta achilengedwe ku Europe ndi United States udakwera kwambiri, kutsutsana pakati pa kupezeka kwa malasha ndi kufunikira kwawo kudakula, ndipo vuto lamagetsi lidakula.Ndi zochitika mobwerezabwereza za zochitika zapakhomo, msika wa mankhwala walowa mumkhalidwe wa kukakamiza kawiri kwa kupereka ndi kufunikira.

Kulowa mu 2023, mwayi ndi zovuta zimakhalapo, kuyambira pakulimbikitsa zofuna zapakhomo kupyolera mu ndondomeko zosiyanasiyana mpaka kutsegula bwino.
Pamndandanda wamitengo yamtengo wapatali mu theka loyamba la Januware 2023, panali zinthu 43 zomwe zidakwera mwezi ndi mwezi, kuphatikiza zinthu 5 zomwe zidakwera kuposa 10%, zomwe zimawerengera 4.6% yazoyang'aniridwa. zinthu mu makampani;Zida zitatu zapamwamba zinali MIBK (18.7%), propane (17.1%), 1,4-butanediol (11.8%).Pali zinthu za 45 zomwe zikuchepa mwezi ndi mwezi, ndi katundu wa 6 ndi kuchepa kwa 10%, zomwe zimawerengera 5.6% ya chiwerengero cha zinthu zomwe zimayang'aniridwa mu gawoli;Zida zitatu zapamwamba zomwe zidatsika zinali polysilicon (- 32.4%), malasha phula (kutentha kwakukulu) (- 16.7%) ndi acetone (- 13.2%).Kukwera kwapakati ndi kugwa kwapakati kunali - 0.1%.
Onjezani mndandanda (onjezani kuposa 5%)

Mtengo wa MIBK wakwera ndi 18.7%
Pambuyo pa Tsiku la Chaka Chatsopano, msika wa MIBK udakhudzidwa ndi ziyembekezo zochulukirapo.Mtengo wapakati wa dziko udakwera kuchoka pa 14766 yuan/ton pa Januware 2 mpaka 17533 yuan/ton pa Januware 13.
1. Zopereka zikuyembekezeka kukhala zolimba, matani 50000 / chaka cha zida zazikulu zidzatsekedwa, ndipo ntchito yapakhomo idzatsika kuchokera ku 80% mpaka 40%.Kupereka kwakanthawi kochepa kumayembekezeredwa kukhala kolimba, komwe kumakhala kovuta kusintha.
2. Pambuyo pa Tsiku la Chaka Chatsopano, makampani akuluakulu akunsi kwa mtsinje wa antioxidant akuwonjezeredwa, ndi mafakitale akunsi kwa mtsinje nawonso amawonjezeranso pakapita nthawi yochepa.Pamene tchuthi likuyandikira, kufunikira kwapansi kwa maoda ang'onoang'ono kumachepa, ndipo kukana kwa zipangizo zamtengo wapatali kumaonekera.Ndi katundu wotumizidwa kunja, mtengowo unafika pachimake ndipo kukwera kunachepa.

Mtengo wa propane wakwera ndi 17.1%
Mu 2023, msika wa propane unayamba bwino, ndipo mtengo wapakati wa msika wa Shandong propane udakwera kuchoka pa 5082 yuan/ton pa 2nd mpaka 5920 yuan/ton pa 14, ndi mtengo wapakati wa yuan 6000/ton pa 11.
1. Poyambirira, mtengo wamsika wakumpoto unali wotsika, kufunikira kwapansi pamtsinje kunali kokhazikika, ndipo bizinesiyo idachepetsedwa.Pambuyo pa chikondwererochi, kunsi kwa mtsinjewo kunayamba kudzaza katundu pang'onopang'ono, pamene kumtunda kwa mtsinje kunali kochepa.Panthawi imodzimodziyo, kuchuluka kwaposachedwa kwambiri pa doko kumakhala kochepa kwambiri, msika umachepetsedwa, ndipo mtengo wa propane umayamba kukwera kwambiri.
2. PDH ina inayambiranso ntchito ndipo kufunika kwa makampani opanga mankhwala kunakula kwambiri.Ndi chithandizo chomwe chimangofunika, mitengo ya propane ndi yosavuta kukwera komanso yovuta kugwa.Pambuyo pa tchuthi, mtengo wa propane unanyamuka, kusonyeza zochitika zamphamvu kumpoto ndi zofooka kumwera.Kumayambiriro koyambirira, kugulitsa kunja kwazinthu zotsika mtengo pamsika wakumpoto kumachepetsa kuwerengera.Chifukwa cha kukwera mtengo, katundu wamsika wakumwera sakhala wosalala, ndipo mitengo yakonzedwa motsatizana.Pamene tchuthi likuyandikira, mafakitale ena amalowa m'nyengo ya tchuthi, ndipo ogwira ntchito othawa kwawo amabwerera kwawo pang'onopang'ono.
1.4-Butanediol mtengo wakwera ndi 11.8%
Pambuyo pa chikondwererochi, mtengo wamalonda wamakampaniwo unakwera kwambiri, ndipo mtengo wa 1.4-butanediol unakwera kuchokera ku 9780 yuan / toni pa 2nd mpaka 10930 yuan / toni pa 13.
1. Makampani opanga zinthu sakufuna kugulitsa msika wamalo.Nthawi yomweyo, kugulitsa malo ndi kugulitsa kwakukulu kwa mafakitale akuluakulu kumalimbikitsa chidwi cha msika.Kuphatikiza pa kuyimitsidwa ndi kukonza gawo loyamba la Tokyo Biotech, zolemetsa zamakampani zatsika pang'ono, ndipo mabizinesi opangira zinthu akupitilizabe kuyitanitsa ma contract.Mulingo woperekera BDO mwachiwonekere ndiwothandiza.
2. Ndi kuwonjezeka kwa katundu woyambitsanso zida za BASF ku Shanghai, kufunikira kwa makampani a PTMEG kwawonjezeka, pamene mafakitale ena akumunsi akusintha pang'ono, ndipo kufunikira kuli bwinoko pang'ono.Komabe, pamene tchuthi likuyandikira, malo ena apakati ndi otsika amalowetsamo tchuthi pasadakhale, ndipo kuchuluka kwa malonda a msika kumakhala kochepa.
Mndandanda wotsitsa (ochepera 5%)

Acetone idatsika ndi 13.2%
Msika wapakhomo wa acetone unatsika kwambiri, ndipo mtengo wa mafakitale aku East China unatsika kuchoka pa 550 yuan/ton kufika pa 4820 yuan/ton.
1. Mlingo wa ntchito ya acetone unali pafupi ndi 85%, ndipo katundu wa doko adakwera mpaka matani 32000 pa 9, akukwera mofulumira, ndipo kupanikizika kwapatsira kumawonjezeka.Pansi pa chitsenderezo cha katundu wa fakitale, mwiniwakeyo ali ndi chidwi chachikulu cha kutumiza.Ndi kupanga kosalala kwa Shenghong Refining ndi Chemical Phenol Ketone Plant, kukakamiza koperekera kukuyembekezeka kuwonjezeka.
2. Kugula kwa acetone m'munsi ndikwaulesi.Ngakhale kuti msika wapansi wa MIBK unakwera kwambiri, kufunikira sikunali kokwanira kuchepetsa ntchito yogwira ntchito mpaka pansi.Kutenga nawo mbali kwapakati ndikochepa.Iwo anagwa kwambiri pamene malonda msika ananyalanyazidwa.Ndi kuchepa kwa msika, kutsika kwamphamvu kwamabizinesi a phenolic ketone kumawonjezeka.Mafakitole ambiri amadikirira kuti msika uwoneke bwino asanagule tchuthi ikatha.Pansi pa kukakamizidwa kwa phindu, lipoti la msika linasiya kugwa ndi kuwuka.Msikawo pang'onopang'ono unawonekera pambuyo pa tchuthi.
Aftermarket kusanthula
Kuchokera pakuwona mafuta osakanizika akumtunda, mvula yamkuntho yam'nyengo yozizira yaposachedwa ku United States, ndipo mafuta opangira mafuta akuyembekezeka kukhala ndi mphamvu yotsika, ndipo kuthandizira kwamitengo yamafuta a petrochemical kudzafooka.M'kupita kwanthawi, msika wamafuta sumangoyang'anizana ndi zovuta zazikulu komanso zovuta zakusintha kwachuma, komanso kukumana ndi masewera pakati pa kupezeka ndi kufunikira.Pambali yopereka, pali chiopsezo kuti kupanga kwa Russia kudzachepa.Kuchepetsa kwa OEPC + kumathandizira pansi.Pakufunidwa, imathandizidwa ndi kuletsa kwa macro-cycle, kuletsa kwapang'onopang'ono ku Europe komanso kukula kwa Asia.Kukhudzidwa ndi ma macro ndi ma micro aatali komanso aafupi, msika wamafuta umakhala wosasunthika.
Malinga ndi malingaliro a ogula, ndondomeko zachuma zapakhomo zimatsata ndondomeko yayikulu yapakhomo ndikuchita ntchito yabwino yapadziko lonse lapansi komanso yapakhomo pawiri.M'nthawi ya mliri, idamasulidwa kwathunthu, koma chowonadi chosapeŵeka chinali chakuti bungweli linali lofookabe ndipo maganizo odikira ndikuwona adakula pambuyo pa ululu.Pankhani ya ma terminals, ndondomeko zowongolera zapakhomo zakonzedwa bwino, ndipo mayendedwe ndi chidaliro cha ogula zabwezeretsedwa.Komabe, ma terminals akanthawi kochepa amafunikira nyengo yopuma ya Chikondwerero cha Spring, ndipo zitha kukhala zovuta kuti pakhale kusintha kwakukulu munthawi yobwezeretsa.
Mu 2023, chuma cha China chitha kuyambiranso pang'onopang'ono, koma poyang'anizana ndi kugwa kwachuma padziko lonse lapansi komanso kukwera kwachuma komwe kukuyembekezeredwa ku Europe ndi United States, msika waku China wazogulitsa zinthu zambiri ukakumana ndi zovuta.Mu 2023, mphamvu yopanga mankhwala ipitilira kukula pang'onopang'ono.M'chaka chapitacho, mphamvu zopangira mankhwala apakhomo zawonjezeka pang'onopang'ono, ndi 80% ya mankhwala akuluakulu omwe akuwonetsa kukula ndi 5% yokha ya mphamvu yopangira ikuchepa.M'tsogolomu, motsogozedwa ndi zida zothandizira ndi unyolo wopindulitsa, mphamvu yopanga mankhwala ipitilira kukula, ndipo mpikisano wamsika ukhoza kukulirakulira.Mabizinesi omwe ndi ovuta kupanga maunyolo amakampani m'tsogolomu adzakumana ndi phindu kapena kukakamizidwa, komanso adzachotsa mphamvu zobwerera m'mbuyo.Mu 2023, mabizinesi akulu ndi apakatikati adzayang'ana kwambiri kukula kwa mafakitale akumunsi.Ndi kupita patsogolo kosalekeza kwaukadaulo wapanyumba, chitetezo cha chilengedwe, zida zatsopano zapamwamba, ma electrolyte ndi unyolo wamakampani opanga magetsi akukulirakulira ndi mabizinesi akuluakulu.Pansi pa kaboni iwiri, mabizinesi obwerera m'mbuyo adzathetsedwa mwachangu.