BEIJING, Julayi 16, 2025 - Msika wa dichloromethane (DCM) waku China udatsika kwambiri theka loyamba la 2025, mitengo idatsika mpaka zaka zisanu, malinga ndi kusanthula kwamakampani. Kuchulukirachulukira kosalekeza, motsogozedwa ndi kukulitsa kwatsopano komanso kufunikira kocheperako, kumatanthawuza momwe msika ukuyendera.
Key H1 2025 Development:
Kugwa kwa Mtengo: Mtengo wamtengo wapatali wochuluka ku Shandong unatsika kufika pa 2,338 RMB/tani pofika pa June 30, kutsika ndi 0.64% pachaka (YoY). Mitengo idakwera kwambiri pa 2,820 RMB/ton koyambirira kwa Januware koma idatsika mpaka 1,980 RMB/ton koyambirira kwa Meyi - kusinthasintha kwa 840 RMB/ton, kukulirakulira kwambiri kuposa 2024.
Kuchulukitsidwa Kukula: Mphamvu zatsopano, makamaka 200,000 matani / chaka methane chloride chomera ku Hengyang kuyambira mu Epulo, zidakankhira kuchuluka kwa DCM kutulutsa matani 855,700 (mpaka 19.36% YoY). Kuchulukitsidwa kwamakampani (77-80%) ndi kuchuluka kwa kupanga kwa DCM kuti athetse kutayika kwa mankhwala a Chloroform kumapangitsanso kukakamiza kwamagetsi.
Demand Growth Falls Short: Ngakhale kuti refrigerant yapakati pamtsinje R32 idachita bwino (moyendetsedwa ndi magawo opanga komanso kufunikira kwamphamvu kwa zoziziritsa kukhosi pansi pa thandizo la boma), kufunikira kwa zosungunulira zachikhalidwe kumakhalabe kofooka. Kutsika kwachuma padziko lonse lapansi, kusamvana kwamalonda ku Sino-US, ndikulowa m'malo ndi ethylene dichloride yotsika mtengo (EDC) idachepetsa kufunikira. Zogulitsa kunja zidakula 31.86% YoY mpaka matani 113,000, kupereka mpumulo koma osakwanira kulinganiza msika.
Phindu Lalikulu Koma Likugwa: Ngakhale mitengo ya DCM ndi Chloroform ikutsika, phindu lapakati pamakampani lidafika pa 694 RMB/tani (mpaka 112.23% YoY), mothandizidwa ndi zotsika mtengo kwambiri zamafuta opangira (madzi a chlorine pafupifupi -168 RMB/ton). Komabe, phindu linachepa kwambiri pambuyo pa Meyi, kutsika pansi pa 100 RMB / toni mu June.
Mawonekedwe a H2 2025: Kupitilira Kupanikizika & Mitengo Yotsika
Kupereka Kuti Mukulebe: Kuchuluka kwatsopano kukuyembekezeka: Shandong Yonghao & Tai (matani 100,000/chaka mu Q3), Chongqing Jialihe (matani 50,000/chaka pofika kumapeto kwa chaka), komanso kuyambiranso kwa Dongying Jinmao Aluminium (matani 120,000/chaka). Mphamvu yonse ya methane chloride imatha kufika matani 4.37 miliyoni / chaka.
Zolepheretsa Zofuna: Kufuna kwa R32 kukuyembekezeka kufewa pambuyo pa H1 yamphamvu. Kufuna kwachilengedwe kwa zosungunulira kumapereka chiyembekezo chochepa. Mpikisano wochokera ku EDC yotsika mtengo udzapitirirabe.
Cost Support Limited: Mitengo ya chlorine yamadzimadzi ikuyembekezeka kukhalabe yoipa komanso yofooka, yomwe ikupereka chiwongola dzanja chokwera pang'ono, koma nditha kupereka pansi pamitengo ya DCM.
Zoneneratu Zamtengo: Kuchulukitsa kwakukulu sikungatheke. Mitengo ya DCM ikuyembekezeka kukhalabe yotsika pang'onopang'ono mu H2 yonse, ndikutsika kwanyengo mu Julayi ndikukwera mu Seputembala.
Kutsiliza: Msika wa DCM waku China ukukumana ndi zovuta zokhazikika mu 2025. Ngakhale kuti H1 idawona zotuluka ndi zopindulitsa ngakhale mitengo idatsika, mawonekedwe a H2 akuwonetsa kupitiliza kuchulukirachulukira komanso kufunikira kosasunthika, kutsekereza mitengo m'mbiri yotsika. Misika yotumiza kunja ikadali chinthu chofunikira kwambiri kwa opanga mdziko muno.
Nthawi yotumiza: Jul-16-2025