Mun na PVC ka fɛnw sɔngɔ bɛ ka bonya san 2026 kɔnɔ? Sɛgɛsɛgɛli waleyali dɔ kɛra Industriw ka tulonkɛlaw ye

Mun na PVC ka fɛnw sɔngɔ bɛ ka bonya san 2026 kɔnɔ? Sɛgɛsɛgɛli waleyali dɔ kɛra Industriw ka tulonkɛlaw ye

N’i ​​bɛ PVC-baarakɛyɔrɔ la - hali n’i ye fɛn dilannikɛla ye, sannifeere ɲɛmɔgɔ, walima jagokɛla i n’a fɔ anw Hubei Jinlong Industry Co., Ltd. - la, n’a sɔrɔla i ye o sɔgɔsɔgɔninjɛ ye kɔsa in na. Kabini san 2026 marisikalo la, PVC sɛnɛfɛnw sɔngɔ bɛ ka wuli ni hakɛ ye min ɲɔgɔn ma deli ka kɛ fɔlɔ, wa a tɛ suguya caman jiginni dɔrɔn ye k’a sɔrɔ a ma kɛ cogo si la. Bi, n bɛna kun lakikaw tiɲɛ nin sɔngɔko in kɔfɛ, ni kunnafonidilan jɔnjɔnw ye ani izini hakilinaw, walasa k’aw dɛmɛ ka fɛn min bɛ ka kɛ ani ka jaabi di cogo min na, o faamuya.

Fɔlɔ, an ka ɲɛsin tiɲɛw ma : PVC min sinsinnen bɛ etilɛni- kan, o panna ni 26% ni kɔ ye, ani PVC min sinsinnen bɛ kalisiyɔmu- kan, o wulila ni 24% ɲɔgɔn ye dɔgɔkun damadɔ kɔnɔ. Hubei Jinlong Industry Co., Ltd. fɛ, min sinsinnen bɛ fanidonfɛnw ni piblisite finiw kan (u fila bɛɛ bɛ tali kɛ PVC la kosɛbɛ), o kɔrɔ ye ko fɛn dilanni musakaw ka caya ani sanniko latigɛ gɛlɛnw. Nka walasa ka nin fɔɲɔba in ɲɛminɛ, an ka kan k’a dɔn fɔlɔmunnaa bɛ ka kɛ .

1. The Core Driver: Musaka degun ka bɔ fan fila la

Sinuwa ka PVC bɔli bɛ fanga sɔrɔ kalisiyɔmu karɔbɔli fɛɛrɛ fɛ (80% ni kɔ seko bɛɛ lajɛlen na), ni etilɛni fɛɛrɛ de bɛ tɔw kɛ. Sira fila bɛɛ bɛ ka musaka camanba sɔrɔ, wa a kunnafoni kunbabaw filɛ nin ye:

Ka ɲɛsin PVC ma min sinsinnen bɛ kalisiyɔmu karidi- kan: Kalisiyɔmu karɔbidi sɔngɔ, n’o ye fɛn fɔlɔ ye, o bɛ to ka wuli. Marisikalo tile 16, kalisiyɔmu karidi sɔngɔ jateminɛlen sera yuan 2486 ma tɔni kelen kɔnɔ, wa mara dɔw yɛrɛ sera yuan 2910 ma tɔni kelen kɔnɔ. Fɛnba fila de bɛ jalaki : kɔɔri sumalen sɔngɔ jiginni (o min bɛ fanga musakaw wuli ka ɲɛsin kalisiyɔmu karɔti dilanni ma) ani sigida ni lakana sɛgɛsɛgɛli gɛlɛnw sɛnɛyɔrɔbaw la i n’a fɔ Mongolia kɔnɔna ni Shaanxi, o min ye dɔ bɔ sɛnɛfɛnw dilanni seko la ani ka dɔ fara a sɔrɔli kan.

PVC min sinsinnen bɛ etilɛni- kan: Gɛlɛya bɛ bɔ diɲɛ petoroli suguya la. Feburuyekalo tile 28, Ameriki ni Israɛl ye sɔrɔdasi binkanniw daminɛ Iran kan, Iran y’a jaabi ni Hormuz kɔgɔjida - datuguli ye sira gɛlɛnba min bɛ diɲɛ petoroli jago 20% ta. Brent petoroli sɔngɔ wulila ka tɛmɛ dɔrɔmɛ 118 kan siɲɛ kelen, wa o ye etilɛni sɔngɔ wuli k’a ɲɛsin a yɛrɛ ma. Sinuwa kɔrɔnyanfan fɛ, etilɛni sɔngɔ wulila ni 45% ni kɔ ye dɔgɔkun fila dɔrɔn kɔnɔ, ka bɔ 6000 yuan/ton na ka se 8.800-10.000 yuan/ton ma. Kabini marisikalo tile 16, PVC nataw fana bɛ jago kɛ kosɛbɛ ni 5831 yuan/ton ye, ni 4,97% farala tile kelen kɔnɔ, o b’a jira ko sugu bɛ siran musakaw jiginni na.

2. Tight Supply: "Amplificateur" min bɛ sɔngɔ jiginni na

Musow ka musaka degun de ye o sababuba ye, nka fɛnw sɔrɔli gɛlɛya ye ko juguya. An ka kunnafoniw lajɛ:

Jamana kɔnɔ, PVC baarakɛyɔrɔ ka baarakɛcogo jigira ka se 78,49% ma marisikalo la, k’a sababu kɛ foroba ladonni ye tuma bɛɛ kaban. Min ka ca ni nin ye, a bɛ se ka fɔ ko seko kura tɛ fara a kan san 2026, wa sɛnɛfɛnw dilanni seko kɔrɔ bɛ ka ban dɔɔnin dɔɔnin, o la, san o san, sɔrɔ yiriwali hakɛ tɛ 1% bɔ. Kɔgɔjida la, kow gɛlɛyara ka tɛmɛn fɔlɔ kan : PVC seko tɔni miliyɔn 2 ni kɔ datugulen don Erɔpu, Zapɔn ani Ameriki jamanaw na, k’a sababu kɛ fanga musakabaw ye ani sigida degunw, o min ye dɔ fara Siniwa jamana ka PVC feereli ɲinini kan.

3. Demand Recovery nɔgɔman: "Dɛmɛ" min bɛ taama kɔfɛ

A tɛ i n’a fɔ sɔngɔ jiginni tɛmɛnenw min bɛ tali kɛ musakaw dɔrɔn de la, nin sen in na, ɲininiw fana seginna nɔgɔya la ka dɛmɛ di. Siniwa jamana ka yiriwali politiki sabatilenw sababu la, "sow dicogo garanti" politiki ani fɛnsɔrɔko porozɛ teliyalenw ye PVC pibilikiw ni profilw ɲinini caya. Feburuyekalo laban na, PVC pibiliki ni profil baarakɛyɔrɔw ka baarakɛta hakɛ wulila ka se 62% ma, o ye 11{4}}kɛmɛsarada la, ka bɔ san 2025 kalo naaninan laban na.

Jamana kɔkan ɲininiw fana bɛ ka caya. Kɔsa in na, Ɛndujamana ye BIS ka seereyaw ni anti-dumping hakɛw tiɲɛ Sinuwa PVC kan, wa ni jamana kɔkan seko dabilalen don, Sinuwa ka PVC kɛra musaka-sɔrɔɲɔgɔnma ye. A jate la, Siniwajamana ka PVC feereli bɛna bonya ni 20% ye ɲinan, o bɛ dɛmɛ don ka jamana kɔnɔ sɔrɔ ni dɛmɛ sɔngɔw minɛ. Anw bɔɲɔgɔnko tɔn minnu bɛ Hubei Jinlong Industry Co., Ltd. la, o jago yiriwali in fana bɛ na ni sababu kura ye musaka degun cɛma.

4. O kɔrɔ ye mun ye an bolo? (Ladilikan nafamaw)

I n’a fɔ mɔgɔ min bɛ baara kɛ izini in na - ani ka kuma ka bɔ Hubei Jinlong ka ko kɛlenw na - ka nin sɔngɔ jiginni in ɲɛminɛ, o bɛ sɛgɛsɛgɛli hakilisigi de wajibiya, a tɛ siran. Sɛgɛsɛgɛlikɛlaw ko sɔngɔko nata bɛ bɔ fɛn fila de la pewu: dugukoloko gɛlɛyaw Moyen-Orient jamanaw na ani petoroli sɔngɔ jiginni. Ni bɛnbaliya nɔgɔyara ani ni petoroli sɔngɔ jigira, PVC fɛnɲɛnamafagalan sɔngɔ bɛ se ka latilen ; nka ni kɛlɛ in tora senna walima ni sigida kɔlɔsili gɛlɛyara, sɔngɔw bɛna to sanfɛ.

Baarakɛda minnu bɛ i n’a fɔ Hubei Jinlong Industry Co., Ltd., hakilina nafama damadɔw filɛ nin ye: A fɔlɔ, aw ka sugu caman yeli kɔlɔsi kosɛbɛ, kɛrɛnkɛrɛnnenya la tulu sɛnɛbali ni kalisiyɔmu karidi sɔngɔw, walasa ka aw yɛrɛ tanga sanni fiyentɔw ma. Filanan, ka sannifeere fɛɛrɛw ɲɛ - misali la, ka fɛnw dilancogo bɛnkansɛbɛnw datugu minnu bɛ waati jan kɔnɔ walasa ka musakaw sabati, i n’a fɔ baarakɛda ɲɛmɔgɔ dɔw y’a kɛ cogo min na walasa ka fɛnɲɛnamafagalan musakaw datugu san 2026 tilancɛ fɔlɔ kɔnɔ.Sabanan, ka sɛnɛfɛnw dilanni bolodalenw ladilan ka ɲɛ, ka sinsin fɛnw kan minnu nafa ka bon-, ani ka dɔ bɔ fɛnɲɛnamafagalan sɔngɔ nɔ na fɛn caman jiginni.

Kuma surun na, nin PVC sɛnɛfɛnw sɔngɔ jiginni tɛ waati kunkurunnin-bulonba ye - a ye dugukoloko politiki kɛlɛw, musaka degun, sɔrɔko gɛlɛn, ani ɲininiw seginni nɔgɔman faralen ye ɲɔgɔn kan. An bɛɛ bolo minnu bɛ baara in na, o bolifɛnw faamuyali ye fɛɛrɛ fɔlɔ ye walasa ka kisi ani hali ka ɲɛtaa sɔrɔ nin sugu wulibali in na. Anw minnu bɛ Hubei Jinlong Industry Co., Ltd. fana na, olu fana bɛ ka an ka fɛɛrɛw ladilan walasa ka se ka ladamu suguya caman yeli la, wa an bɛna t’a fɛ k’an sinsin fɛnw dicogo kan minnu ka ɲi -, ka sɔrɔ ka musaka faratiw ɲɛnabɔ ka ɲɛ.