Nō nā tata nei, kua piki haere tonu te utu o ngā hua "whānau lithium" mō te tata ki te tau. I heke te utu toharite mō te pākahiko lithium carbonate mā te RMB 2000 /tēne, ā, i raro iho i te tohu RMB500,000 /tēne. Ki te whakatauritea ki te utu teitei rawa atu o tēnei tau o te RMB 504,000 /tēne, kua heke te RMB 6000 /tēne, ā, i mutu anō hoki te āhuatanga whakamiharo o te pikinga tekau-ngā-wā i te tau kua hipa. Ka aue te iwi kua ngaro te ia, ā, kua tae mai te "pūwāhi hurihuri".
Wanhua, Lihuayi, Hualu Hengsheng me ētahi atu whakahekenga kaha! Neke atu i te 50 ngā momo hua matū i hinga!
E ai ki ngā kaitōrangapū o te umanga kua pāngia te mekameka tuku i raro i te pānga o te mate urutā, ā, e matapaetia ana ka whakamutua e ētahi kamupene motuka te whakaputa i te mākete hei whakaiti i te tono mō te tote lithium. He tino iti te hiahia hoko ā-wā, kei te heke kino te mākete hua lithium katoa, ā, kua ngoikore ngā tauhokohoko ā-wā i ngā mākete tata nei. He mea tika kia mōhio kei te pāngia ngā kaiwhakarato i pāngia e te mate urutā me ngā kaihoko ā-wā me te hekenga o ngā hiahia hoko nā te whakamutua o te whakaputanga e tētahi āhuatanga kino i roto i te mākete matū i tēnei wā. Pērā i te lithium carbonate, neke atu i te 50 ngā momo matū i te hauwhā tuarua i tīmata ki te whakaatu i te hekenga o ngā utu. I roto noa i ngā rā torutoru, kua heke ētahi matū neke atu i te RMB 6000/tana, he hekenga tata ki te 20%.
Ko te utu o nāianei mō te maleic anhydride ko RMB 9950/tana, he hekenga RMB 2483.33/tana mai i te tīmatanga o te marama, he hekenga 19.97%;
Ko te utu o nāianei mō te DMF he RMB 12450/tana, he hekenga iho i te RMB 2100/tana mai i te tīmatanga o te marama, he hekenga iho i te 14.43%;
Ko te utu o nāianei mō te glycine ko RMB 23666.67 /tēne, he hekenga RMB 3166.66 /tēne mai i te tīmatanga o te marama, he hekenga 11.80%;
Ko te utu o nāianei mō te waikawa kiriaku ko RMB 13666.67 /tēne, he hekenga RMB 1633.33 /tēne mai i te tīmatanga o te marama, he hekenga 10.68%;
Ko te utu o nāianei mō te Propylene glycol ko RMB 12933.33/tana, he hekenga RMB 1200/tana mai i te tīmatanga o te marama, he hekenga 8.49%;
Ko te utu o nāianei mō te xylene whakauru ko RMB 7260/tana, he hekenga RMB 600/tana mai i te tīmatanga o te marama, he hekenga 7.63%;
Ko te utu o nāianei mō te acetone he RMB 5440 /tēne, he hekenga iho i te RMB 420 /tēne mai i te tīmatanga o te marama, he hekenga iho i te 7.17%;
Ko te utu o nāianei mō te melamine ko RMB 11233.33/tana, he hekenga RMB 700/tana mai i te tīmatanga o te marama, he hekenga 5.87%;
Ko te utu o nāianei mō te konupūmā kāpira ko RMB 4200/tāne, he hekenga RMB 233.33/tāne mai i te tīmatanga o te marama, he hekenga 5.26%;
Ko te utu o nāianei mō te Polymerization MDI he RMB/18640 tana, he hekenga RMB 67667/tana mai i te tīmatanga o te marama, he hekenga 3.50%;
Ko te utu o nāianei mō te 1, 4-butanediol he RMB 26480 /tēne, he hekenga iho RMB 760 /tēne mai i te tīmatanga o te marama, he hekenga iho 2.79%;
Ko te utu o nāianei mō te kapia epoxy ko RMB 25425/tana, he hekenga RMB 450/tana mai i te tīmatanga o te marama, he hekenga 1.74%;
Ko te utu o nāianei mō te whākawa kōwhai he RMB 36166.67 /tēne, he hekenga RMB 583.33 /tēne mai i te tīmatanga o te marama, he hekenga 1.59%;
Ko te utu o nāianei mō te Lithium carbonate ko RMB 475400/tana, he hekenga RMB 6000/tana mai i te tīmatanga o te marama, he hekenga 1.25%.
I muri i te hekenga o te mākete matū, he maha ngā pānui whakahekenga i tukuna e te maha o ngā kamupene matū. E mōhiotia ana i ngā wā tata nei i panuitia e Wanhua Chemical, Sinopec, Lihuayi, Hualu Hengsheng me te maha atu o ngā kamupene matū he whakahekenga hua, ā, ko te utu mō ia tana i heke iho i te nuinga o te wā tata ki te RMB 100.
I heke te utu mō te Lihuayi isooctanol mā te RMB 200/tēne ki te RMB 12,500/tēne.
I heke te utu mō te isooctanol o Hualu Hengsheng mā te RMB200/tēne ki te RMB12700/tēne
I heke te utu mō te phenol Yangzhou Shiyou mā te RMB 150/tēne ki te RMB 10,350/tēne.
I heke te utu mō te Gaoqiao Petrochemical phenol mā te RMB 150/tana ki te RMB 10350/tana.
I heke te utu o te Jiangsu Xinhai Petrochemical propylene mā te RMB 50/tana ki te RMB8100/tana.
I heke te utu hou mō te Shandong Haike Chemical propylene mā te RMB 100/tana ki te RMB8350/tana.
I heke te utu mō te hinu ātete matū Yanshan mā te RMB 150/tēne hei whakatinana i te RMB 5400/tēne.
I heke te utu mō te Tianjin Petrochemical acetone mā te RMB 150/tēne hei whakatinana i te RMB 5500/tēne.
I heke te utu mō te Sinopec parakore benzene mā te RMB 150/tana ki te RMB8450/tana.
I heke te utu o te Wanhua Chemical Shandong butadiene mā te RMB 600/tana ki te RMB10700/tana.
I heke te utu o te hoko o te North Huajin butadiene mā te RMB 510/tana ki te RMB 9500/tana.
I heke te utu o Dalian Hengli Butadiene mā te RMB 300/tana ki te RMB10410/tana.
Kua heke te utu o te Sinopec Central China Sales Company ki Wuhan Petrochemical butadiene mā te RMB 300/tana, ā, kua whakatinanahia te RMB 10700/tana.
Kua heke te utu o te butadiene i te Kamupene Hokohoko o Sinopec South China mā te RMB 300 /tēne: RMB 10700 /tēne mō Guangzhou Petrochemical, RMB 10650 /tēne mō Maoming Petrochemical me RMB 10600 /tēne mō Zhongke Refining and Chemical.
I heke te utu mō te Taiwan Chi Mei ABS mā te RMB 500/tana ki te RMB 17500/tana.
I heke te utu o te Shandong Haijiang ABS mā te RMB 250/tana ki te RMB14100/tana.
I heke te utu o Ningbo LG Yongxing ABS mā te RMB 250/tana ki te RMB13100/tana.
I heke te utu o te hua Jiaxing Diren PC mā te RMB 200/tana ki te RMB 20800/tana.
I heke te utu mō ngā hua Lotte advanced materials PC mā te RMB 300/tēne ki te RMB 20200/tēne.
Ko te utu rārangi mō te wai parakore MDI mō Shanghai Huntsman i te marama o Āperira he RMB 25800 /tēne, kua heke iho mā te RMB 1000 /tēne.
Ko te utu kua whakarārangihia mō te Pure MDI o Wanhua Chemical In China he RMB 25800 /tēne (RMB 1000 /tēne iti iho i te utu i te marama o Poutū-te-rangi).
Kua pakaru te mekameka tuku, kua ngoikore te tuku me te tono, ā, tera pea ka heke tonu ngā matū.
He tokomaha te hunga e kī ana kua tata ki te tau te pikinga o te mākete matū, ā, he tokomaha ngā tāngata o roto i te umanga e matapae ana ka piki tonu te utu i te haurua tuatahi o te tau, engari kua whakaroahia te pikinga i te hauwhā tuarua, he aha rawa atu? He hononga tata tēnei ki ētahi huihuinga "Black Swan" tata nei.
He kaha te mahi whānui i te hauwhā tuatahi o te tau 2022, te mākete matū ā-rohe, te piki haere tonu o te kaha o te mākete hinu mata me ētahi atu taonga, ngā mahi hokohoko mākete matū, ahakoa te hekenga o te mekameka ahumahi i muri i te ota tuturu, i mua te mākete, engari i te pakarutanga o te pakanga i waenganui i a Rūhia me Ukraine, ngā āwangawanga mō te raruraru pūngao e puta mai ana, te kaha o te akiaki i te mākete matū ā-rohe ki te piki haere tonu o te huringa nui, kei te piki haere te "pikinga" matū. Heoi, i te hauwhā tuarua, i tere te pakaru o te puāwaitanga.
I te horapa o te COVID-19 i ngā wāhi maha, kua whakatinanahia e Shanghai ngā momo whakahaere ārai me te whakahaere i ngā taumata rerekē o ia rohe, tae atu ki ngā rohe pupuri, ngā rohe whakahaere me ngā rohe ārai. E 11,135 ngā rohe pupuri, e 15.01 miriona te taupori. Kua kati hoki ngā kawanatanga o Jilin me Hebei i ngā rohe e pā ana i ēnei rā tata nei hei whawhai i te mate urutā me te pupuri i tōna horapa.
Neke atu i te tekau mā rua ngā rohe o Haina kua katihia ki ngā tere tere, kua kati te mahi kawe taonga, kua pāngia te hoko rauemi mata me te hoko taonga, ā, kua puta mai hoki te raruraru o te pakaru o te mekameka tuku i ētahi wāhanga matū. Te hiri me te whakahaere i te wāhi tuku, te hiri me te whakahaere i te wāhi i whiwhi ai, te kati o te mahi kawe taonga, te wehe i ngā taraiwa... He maha ngā raruraru i puta tonu mai, kāore i taea e te nuinga o Haina te tuku taonga, kua uru te umanga matū katoa ki te āhua pōrearea, i pāngia te taha tuku me te taha tono e te pānga rua, ā, kua piki haere te pēhanga o te mākete matū.
Nā te pakaru o te mekameka tuku, ka aukatia te hoko o ētahi hua matū, ā, ka tohe tonu te kamupene ki te rautaki kia whiwhi ota i ngā utu iti. Ahakoa he mate, me pupuri tonu ngā kaihoko me te pupuri i te wāhi mākete, nō reira ka heke tonu ngā utu. Nā te pānga o te whakaaro o te hoko ake, kaua e hoko iho, he iti te hiahia hoko i raro iho. E matapaetia ana ka ngoikore, ka whakapūmau hoki te mākete matū ā-rohe mō te wā poto, ā, kāore e taea te whakakore i te tūponotanga ka heke tonu te ia o te mākete.
Hei tāpiritanga, kei te huri haere tonu ngā ahumahi ā-rohe o nāianei i ia rā, i ia rā. Kua tukuna e te Hononga o Amerika me ōna hoa rangatira he āhuarangi mākete kino i runga i te tauine nui. Kua heke ngā utu hinu mata o te ao mai i ngā taumata teitei. He kino te āhuatanga ārai me te whakahaere i ngā mate urutā ā-rohe. I raro i te awe o te hararei o te rā huna urupā me te pānga kino rua o te utu me te tono, kua heke te kaha o te hokohoko o te mākete matū ā-rohe.
I tēnei wā, he kino te āhua o te mate urutā i roto i ngā wāhi maha o Haina, kāore i te pai te whakahaere me te kawe waka, ka whakaitihia te whakaputanga me te whakamutu i te whakaputanga e ngā umanga matū, ā, ka piki ake te āhuatanga o te kati me te tiaki. He iti iho i te 50% te tere mahi, ka taea te kī ko te "whakarērea". Ka huri haere hei mahi ngoikore. I raro i te pānga o ngā āhuatanga maha pēnei i te ngoikore o te tono ā-roto, te ngoikore o te tono o waho, te mate urutā e horapa ana, me te taumahatanga o waho, tera pea ka heke te mākete matū i roto i te wā poto.
Wā tuku: Oketopa-19-2022