Kusukela ngo-2021, isidingo somhlaba wonke se-polyvinyl chloride (PVC) sibone ukukhuphuka okubukhali okungakaze kubonwe kusukela ngenhlekelele yezimali yomhlaba yango-2008.Kodwa maphakathi no-2022, isidingo se-PVC siphola ngokushesha futhi izintengo ziyehla ngenxa yokukhuphuka kwamazinga enzalo kanye nokwehla kwamandla emali okuphezulu kakhulu emashumini eminyaka.
Ngo-2020, isidingo se-PVC resin, esetshenziselwa ukwenza amapayipi, amaphrofayili eminyango namafasitela, i-vinyl siding neminye imikhiqizo, sehle kakhulu ezinyangeni zokuqala zokuqubuka kwe-COVID-19 yomhlaba wonke njengoba umsebenzi wokwakha wehla.Idatha ye-S&P Global Commodity Insights ibonisa ukuthi emasontweni ayisithupha kuya ekupheleni kuka-April 2020, intengo ye-PVC ethunyelwe isuka e-United States yehle ngo-39%, kuyilapho intengo ye-PVC e-Asia naseTurkey nayo yehle ngo-25% yaya ku-31%.Izintengo ze-PVC kanye nesidingo kukhuphuke ngokushesha maphakathi no-2020, ngomfutho oqinile wokukhula kuze kube sekuqaleni kuka-2022. Abahlanganyeli bemakethe bathi ohlangothini lwesidingo, ihhovisi lasekhaya elikude kanye nemfundo ye-inthanethi yezingane ku-inthanethi kukhuthaze ukukhula kwesidingo sezindlu ze-PVC.Ngasohlangothini lokuhlinzekwa, amanani aphezulu okuthunyelwa kwempahla kwamanye amazwe ase-Asia enze i-PVC yase-Asia yangakwazi ukuncintisana njengoba ingena kwezinye izifunda ingxenye enkulu ka-2021, i-United States inciphise ukunikezwa ngenxa yezehlakalo zesimo sezulu esibi kakhulu, amayunithi amaningi okukhiqiza e-Europe aphazamisekile, kanye nezintengo zamandla. baphikelele.Ukukhuphuka, ngaleyo ndlela kukhuphule kakhulu izindleko zokukhiqiza, okwenza amanani entengo ePVC akhuphuke ngokushesha.
Abahlanganyeli bemakethe babikezele ukuthi izintengo ze-PVC zizobuyela kwesejwayelekile ekuqaleni kuka-2022, nezintengo ze-PVC zomhlaba zihlehla kancane kancane.Kodwa-ke, izici ezinjengokudlondlobala kwezingxabano zaseRussia-Ukraine kanye nobhadane lwase-Asia kube nomthelela omkhulu esidingweni se-PVC, futhi ukwehla kwamandla emali emhlabeni kubangele amanani aphakeme ezidingo eziyisisekelo ezifana nokudla namandla, kanye nokukhuphuka kwezinga lenzalo emhlabeni wonke. kanye nokwesaba ukuwohloka komnotho.Ngemva kwesikhathi sokunyuka kwentengo, isidingo semakethe ye-PVC saqala ukuncishiswa.
Emakethe yezindlu, ngokusho kwedatha evela kuFreddie Mac, isilinganiso sesilinganiso semali ebolekiwe seminyaka engama-30 sase-US sifinyelele ku-6.29% ngoSepthemba, sisuka ku-2.88% ngoSepthemba 2021 kanye no-3.22% ngoJanuwari 2022. Amanani emali ebolekiwe aphindeke kabili manje, aphindeka kabili izinkokhelo zanyanga zonke kanye nokungakwazi ukukhokhela imali ebolekiwe abathengi, uStuart Miller, usihlalo omkhulu weLennar, umakhi wezindlu wesibili ngobukhulu e-US, kusho ngoSepthemba.Ikhono "lokuthinta kakhulu" imakethe yezindlu zase-US libophezelekile ukunciphisa isidingo se-PVC ekwakhiweni ngesikhathi esifanayo.
Ngokwamanani, izimakethe ze-PVC e-Asia, e-United States naseYurophu zihlukaniswe ngokuyisisekelo.Njengoba amanani ezimpahla ehla futhi i-PVC yase-Asia iphinde yazuza ukuncintisana emhlabeni wonke, abakhiqizi base-Asia baqala ukwehlisa amanani ukuze baqhudelane ngesabelo semakethe.Abakhiqizi base-US baphinde basabela ngokuncishiswa kwentengo, okwenze ukuthi izintengo ze-PVC zase-US nase-Asia zehle kuqala.EYurophu, intengo yemikhiqizo ye-PVC eYurophu iphakeme kunangaphambili ngenxa yokuqhubeka kwamanani aphezulu amandla kanye nokushoda kwamandla okungenzeka, ikakhulukazi ngenxa yokushoda okungaba khona kukagesi, okuholele ekwehleni kokukhiqizwa kwe-PVC embonini ye-chlor-alkali.Kodwa-ke, ukwehla kwezintengo zase-US PVC kungase kuvule iwindi le-arbitrage e-Europe, futhi izintengo ze-PVC zaseYurophu ngeke ziphume esandleni.Ngaphezu kwalokho, isidingo sePVC sase-Europe sehlile ngenxa yokuwohloka komnotho kanye nokuminyana kwezinto.
Isikhathi sokuthumela: Oct-26-2022