Ukuguquguquka kwezindleko zikawoyela ongahluziwe muva nje kuye kwaphazamisa imizwa yemakethe. Intengo kawoyela ongahluziwe wamazwe ngamazwe yehle ngemuva kokunyuka okuguquguqukayo, okwenza kwaba buthaka ukwesekwa kwemizwa yemakethe yamakhemikhali. Ngenkathi uchungechunge lokuhlinzekwa kwepulasitiki namakhemikhali lwesikhashana lubona ukuncipha okuncane, abasebenzisi bokugcina babonisa ukumelana okunamandla nezinto zokusetshenziswa ezibiza kakhulu. Njengoba behlushwa ukucindezeleka okukhulu kwempahla, i-PVC ayisebenzi kahle uchungechunge lwezimboni oluphelele.
Isitoko se-PVC sezenhlalo simi ku-1.374 million tons, sikhuphuke ngo-0.20% inyanga nenyanga futhi sikhuphuke ngo-70.63% unyaka nonyaka. Ngokusho kwe-Longzhong Data, kusukela ngoMashi 26, izinsuku zesitoko sokukhiqiza zabakhiqizi be-PVC baseShayina zehle ngo-6.67% inyanga nenyanga zaba yizinsuku ezingu-5.6, njengoba izimpahla ezithengiswayo zithunyelwa kakhulu ezimakethe zasekhaya nezangaphandle. Imizwa yemakethe isalokhu ishintshashintsha, abasebenzisi bokugcina bemelana ngokuqinile namanani aphezulu.
Ukungezwani okuqhubekayo kwezepolitiki kanye nokuguquguquka kwemizwa yemali kugcina imakethe ibhekene nobunzima phakathi kokuqagela kwezepolitiki kanye nokuthola inzuzo. Naphezu kokufika kwesizini yesidingo esiphezulu seketanga lokuphakelwa kwepulasitiki namakhemikhali, ukumelana kwamabhizinisi okugcina nezinto zokusetshenziswa ezibiza kakhulu kwenza buthaka ukusebenza kwe-PVC kokuphakelwa kanye nesidingo, okuholela ekucindezelekeni okukhulu kokuthengisa kwangaphakathi kosuku. Ukuncipha kokuphakelwa kusanikeza ukwesekwa okuqinile kwesikhashana, kodwa amanani aphezulu anciphise kakhulu inhloso yokuthenga engezansi, acindezela isidingo futhi adale impendulo engemihle evelele eketanga lezimboni.
Njengoba kungekho siphetho esicacile ngengxabano ye-US-Iran, ukuguquguquka kwemakethe kuye kwanda phakathi kokungaqiniseki okwandayo. Uma sibheka iChangzhou (eMpumalanga China) njengesilinganiso, intengo yemali ekhokhwayo ye-PVC SG-5 esekelwe ku-calcium carbide (ukuthathwa kwempahla yokugcina impahla) eMpumalanga China yehle ngo-50 CNY/ton kusukela ngosuku olwedlule yaya ku-5,450 CNY/ton. Imakethe yendawo ye-PVC isalokhu izinzile kancane ngokwehla okuncane kwamanani okuthengiselana; intengo yemali ye-PVC SG-5 esekelwe ku-calcium carbide (ukuthathwa kwempahla yokugcina impahla) eMpumalanga China isukela ku-4,450 kuya ku-4,550 CNY/ton, kuyilapho ukuthengiselana kwe-PVC okusekelwe ku-ethylene kuvulekile ukuze kuxoxiswane. Imizwa yemakethe yesikhashana icindezelwa kabili ngokunciphisa ukungezwani kwangaphandle kwezepolitiki kanye nokulindela kokunikezwa kwemakethe okwanele, ngesisekelo senkontileka ye-PVC May eMpumalanga China isukela ku--50 kuya ku--150 CNY/ton.
Njengoba zithintwe yingxabano yaseMpumalanga Ephakathi, ukuhlinzekwa kwezinto zokusetshenziswa zokuhluza emhlabeni wonke kuye kwaqina kakhulu. Izitshalo eziningi zakwamanye amazwe ze-chlor-alkali zinciphise imithwalo yokukhiqiza, kanti ezinye ziye zavalwa ngenxa yokushoda kwezinto zokusetshenziswa. Abakhiqizi abakhulu abahlanganisa i-Hanwha, i-Indonesia ASC, i-Thailand SCG kanye ne-Formosa Plastics bonke bamemezele ukuncishiswa noma ukuvalwa kokukhiqiza. Okwamanje, ukususwa kwezindawo zokukhiqiza zokuhluza zamazwe ngamazwe kanye nokuvalwa kwezitshalo ezise-ethylene ezisekelwe e-ethylene kuholele ekuncipheni okukhulu kokunikezwa kwe-PVC emhlabeni jikelele, okubikezela kahle ukuthunyelwa kwe-PVC eChina.
Ngasohlangothini lwasekhaya, ingxabano yaseMpumalanga Ephakathi inciphise ukungeniswa kwe-ethylene, yandisa ingozi yokunciphisa ukukhiqizwa noma ukuvalwa kwezitshalo ze-PVC ezisebenzisa i-ethylene zasekhaya futhi yakhulisa amathemba okuncipha kokuhlinzekwa kwezidingo zasekhaya. Amathemba okuncipha kokuhlinzekwa kwezidingo emhlabeni wonke aqhubekisele phambili amanani entengo yesikhathi esizayo ye-PVC. Nakuba uTrump ememezele izingxoxo ne-Iran, izinhlangothi zombili zisaqhelelene kakhulu ngemibandela. Ukuhweba ngamafutha angcolile kunamandla ekunyakazeni, futhi amakhemikhali amandla akhuphuka kakhulu kusukela phansi. Kodwa-ke, i-PVC ayisebenzi kahle kwamanye amakhemikhali ngenxa yesidingo esibuthakathaka sasekhaya kanye namazinga okusebenza akhuphukayo ezitshalo ze-PVC ezisebenzisa i-calcium carbide.
Nokho, amanani aphezulu e-PVC aphesheya kanye nesidingo esihle sokuthumela kwamanye amazwe kunikeza ukwesekwa okuqinile kwamanani e-PVC asekhaya. Sekukonke, amanani e-PVC kulindeleke ukuthi ashintshe kakhulu esikhathini esifushane; nokho, ukwehla kwamanani kawoyela ongahluziwe kungase kunciphise amanani e-PVC futhi kugcine imakethe isesimweni sokuncishiswa kwentengo.
I-Chemdo: Othembekile KuweUzakwethuekuguqukeni kwemakethe ye-PVC
Phakathi kwemakethe yamanje enokuncipha kokuhlinzekwa kwe-PVC emhlabeni wonke kanye namathuba amahle okuthumela kwamanye amazwe, i-Chemdo isebenzisa ngokugcwele izinzuzo zayo zochungechunge lwezimboni kanye nezinsizakusebenza zasekhaya ukusiza abalingani bomhlaba wonke ukuthi bavale amanani okuthenga azinzile, baqinisekise ukuqhubeka kokuhlinzekwa kanye nokusebenzisa imakethe yokuthekelisa echumayo. Izinikele ekubambisaneni kwesikhathi eside okuzuzayo nokuzuzayo, i-Chemdo imi njengebhuloho elithembekile elixhumanisa imboni ye-PVC yaseShayina nemakethe yomhlaba wonke, inika amandla amaklayenti omhlaba wonke ukuthi abhekane nokuguquguquka kwemakethe ngezinsizakalo ezisebenzayo nezingochwepheshe.
Isikhathi sokuthunyelwe: Mashi-31-2026