Kubva mukupera kwaNovember, mudzimba PVC poda kutengesa kunze kwenyika kwakatanga kuwedzera, ethylene nzira mabhizinesi akagamuchira maodha ari nani, calcium carbide nzira mabhizinesi zvakare ane kumwe kutumira kunze.Kutengeswa kunze kwenyika kunoramba kuri nekuda kwekuvhurwa zvishoma nezvishoma kwehwindo rekutengesa kunze kwenyika uye kudzoreredza zvishoma nezvishoma kwekudiwa kweIndia.Semutengesi mukuru wePVC pasi rose, India zvakare ndiyo huru yekuenda kunze kwenyika yePVC poda kubva kuChina.Kunyangwe iyo kunze kwenyika inogona kugadzikana mune inotevera nhanho ichiri kufanira kutarisisa kudiwa kweIndia.
Kuno tengeserana pasi rose: India ndiyo inonyanya kutengwa kunze kwenyika
Kubva pamaonero epasi rose PVC poda yekutengesa kuyerera, nzvimbo huru dzekutengesa kunze kwenyika dzinonyanya kutariswa muUnited States, China yeTaiwan, mainland China, Japan, South Korea, Central Europe, nezvimwewo, uye zvinhu zveAmerica zvinonyanya kuyerera kuenda kuCentral neSouth America. , Europe, Africa neChina;Chinese mainland zvinhu zvinonyanya kuyerera kuSoutheast Asia, India, Central Asia, Middle East neRussian Federation nedzimwe nzvimbo;Zvinhu zveTaiwan zvinonyanya kuyerera kuenda kuIndia, mainland China, Southeast Asia nedzimwe nzvimbo;Pamusoro pezvo, zvimwe zvinhu zvinobva kuSouth Korea, Japan, Europe neSoutheast Asia zvinoyererawo zvichienda kuChina.
India ndiyo hombe pasi rose PVC poda yekupinza kutengeserana shamwari.Mumakore achangopfuura, kudiwa kwePVC mumusika weIndia kwakawedzera nekukurumidza, asi hapana kutsva kwePVC kuisirwa muIndia.Huwandu hwekugadzira hweIndia huchiri pamatani 1.61 miriyoni, uye kuburitsa kwayo kunochengetedzwa kusvika pamamiriyoni 1.4 emamiriyoni.Kutengeswa kunze kwenyika kwakapfuura zvigadzirwa zvemuno kubvira 2016. Makwikwi ari mumusika weIndia anotyisa.Zvinhu zvekuAsia zvinobva kuJapan, South Korea, Taiwan, mainland China neUnited States zvese zvinotora India semusika mukuru wekutengesa kunze.Parizvino, zvinhu zvinobva kuChina neTaiwan zviri kukwikwidza zvakanyanya mumusika weIndia.
India ndiyo iri kuita nzvimbo huru yeChina yekutumirwa kunze kwenyika
India yaimbove nematanho ekupokana neChina, saka huwandu hwekutengesa kunze kweChina kuIndia hwakaderera.Muna 2021, huwandu hwakazara hwePVC hupfu hwakatengeswa kunze kwenyika uye huwandu hwePVC hupfu hunotengeswa kuIndia hwakawedzera zvakanyanya, kunyanya nekuti US yakatambura nekutonhora kwakanyanya pakati paFebruary, izvo zvakaita kuti inenge hafu yePVC poda zvidyarwa muUS zvimire. zvisingatarisirwi, uye kushomeka kwekupa kune dzimwe nyika, izvo zvakaunza mukana wekutengesa kunze kwenyika kuChina.MunaAugust, US yakakanganiswawo nechamupupuri, uye mamwe maPVC powder plant zvakare akasangana neforce majeure.Kurudzira mudzimba PVC poda ekisipoti vhoriyamu kuwedzera zvakare.Muna 2022, huwandu hweChina hwekutengesa kunze kwenyika kuIndia hwakaramba huchiwedzera, kunyanya nekuti mutemo weIndia wekudzivirira kurasa paPVC hupfu kubva kuChina wakapera muna Ndira 2022. mutemo mutsva usati wapihwa, India haina kubhadharisa mari yekudzivirira kuburitsa kuChina, uye maIndia. mabhizinesi epamba akawedzera kuedza kwavo kutenga PVC poda kubva kuChina nemutengo wakaderera.Naizvozvo, muna 2022, huwandu hwePVC hupfu hwakatengeswa kunze kwenyika kubva kuChina kuenda kuIndia hwakawedzera zvakanyanya, izvo zvakafambisawo huwandu hwePVC hupfu kubva kuChina huchikwira hutsva.
Mamiriro ekunze kunze kwenyika: Kudiwa kweIndia kunowedzera hwindo rekunze rekunze rakavhurwa zvakare
Ichipinda mukota yechitatu, iyo yepamba PVC yekunze arbitrage hwindo yakavharwa.Kune rimwe divi, mutengo wepamba wePVC unoramba uchidonha, vatengi vekunze vanongwarira, uye kune mhepo yakasimba yekutenga kumusoro kwete kudzika.Kune rumwe rutivi, kudiwa kwekunze kwakaderera uye chido chekutenga chakaderera.Naizvozvo, kubva pachikamu chechitatu chekutanga kwemirairo yePVC yekunze haina kunaka, ethylene nzira mabhizinesi anochengetedza vatengi vekare kuti vagamuchire mamwe maodha, asi nzira yecalcium carbide mabhizinesi ekunze akavharirwa, neiyo yekutanga mirairo yekutumira kunze inounzwa zvishoma nezvishoma. , saka chikamu chechipiri chegore, PVC kunze kwenyika yakatanga kuderera zvishoma nezvishoma.
Nekudaro, kubva mukupera kwaNovember, iyo yepamba PVC kunze kwenyika arbitrage hwindo yakavhurwa zvishoma nezvishoma, uye mamwe makambani ethylene akagamuchira maodha uye huwandu, nepo makambani ecalcium carbide akagamuchira chikamu chemirairo yekunze.Zvinoenderana netsvagiridzo yeZhuochuang Ruzivo, mutengo wazvino wekutengesa kunze kwecalcium carbide nzira iUS $780-800 / tani FOB Tianjin, asi pamusoro pe800 $ / tani, mabhizinesi anoti kurongeka hakuna kunaka.Kusvika parizvino, mamwe mabhizinesi muna Zvita odha huwandu hunodarika 5000 matani.Munguva ichangopfuura, iyo kunze kwemirairo yePVC mabhizinesi yakawedzera, kune rumwe rutivi, nekuti iyo ekisipoti arbitrage hwindo inovhurwa zvishoma nezvishoma, kunyangwe mutengo wemumba uri kukwirawo, asi kudzika kwepamusoro mutengo kuramba, kune kushorwa mukutengesa kwemba;Kune rimwe divi, imhaka yekuvandudzwa kuri kudiwa muIndia.Mushure memwaka wekunaya kwemvura muIndia uye Diwali Mutambo, kune kudiwa kwekuzadzazve muIndia, uye kupihwa kwezvinhu kubva kuUnited States kunodzikira, saka India inowedzera huwandu hwekutenga kubva kuChina.Pamusoro pezvo, mutengo wePVC wakawedzera padanho rakaderera.Formosa Plastics yeTaiwan ichangobva kuzivisa mutengo wePVC kutakura muna Ndira 2023, nekuwedzera kwe80-90-90 tani / tani uye kurongeka kwakanaka kugashira, saka kuchine kumwe kufungidzira kudiwa kwekuzadzazve muIndia.
Kunonoka kunze kwekufanotaura: Tarisa kunze kunze arbitrage hwindo uye Indian inoda kushingirira
Nekuvhurwa zvishoma nezvishoma kwePVC kunze kwenyika arbitrage hwindo nguva pfupi yadarika, mamiriro ekunze aita nani, asi kune inotevera PVC musika wekutengesa kunze, kune rimwe divi, isu tinofanirwa kutarisisa kuti nzvimbo yekunze kunze kwenyika arbitrage inogona kuramba ichivhurika.Kunyangwe PVC yemumba yapinda mumwaka wekunze, nharaunda yakakura iri kuvandudza, uye kushanduka kwemutengo kwePVC kwakasimba.Nekudaro, sezvo zororo reMutambo weChirimo riri kuswedera, huwandu hwemagariro hunotarisirwa kuramba huchiwedzera.Kuendesa kunze kwenyika kunogona kuve nzira huru yevagadziri vePVC poda kudzoreredza kudzvanywa kwezvinhu.
Kune rumwe rutivi, zvichiri kudiwa kubhadhara kune kunze kwekudiwa kwemusika.Senzvimbo huru yekuenda kunze kwenyika yenyika yedu, musika weIndia wakakosha pakutengesa kunze kwePVC poda.Iko kuwedzera kwechangobva kuitika kwekutengesa kunze kwakanyanya nekuda kwekuwedzera kwekudiwa muIndia.Nekudaro, zvakakosha kucherechedza kuti musi waGunyana 16, 2022, Ministry of Commerce and Industry yeIndia yakapa chiziviso ichiti mukupindura chikumbiro chakatumirwa nemabhizinesi epamba eIndia, kutengeswa kwePVC kwakamisa resin ine yakasara vinyl chloride monomer content. yezvinopfuura 2PPM ichatangwa kuchengetedzwa kwekuongorora, nenguva yekuongorora kubva munaApril 1, 2019 kusvika munaJune 30, 2022. Zvisinei, maererano nekutsvakurudza, panguva ino, mabhizimisi akawanda ethylene mutemo uye mamwe mabhizinesi emutemo we calcium carbide anogona kusangana nezvinodiwa, yakanangana nemhedzisiro ichiri kufanira kuramba ichiteerera.Mukuwedzera, kukwikwidza mumusika weIndia kunotyisa, uye zvinhu zvinobva kuTaiwan, Japan, South Korea neUnited States zvose zvinotorwa mumusika weIndia.Naizvozvo, zvichiri kudiwa kuti utarise kuti mutengo wezvinhu kubva kuChina unobatsira mune ramangwana.
Saka kupfupisa, kunyangwe maodha aitarisirwa ekutumira akadzikira zvishoma nezvishoma, nekuvhurwa kwehwindo rekuburitsa kunze kwenyika mukupera kwaMbudzi, maodha ekunze ekunze akagamuchirwa imwe mushure meimwe, uye huwandu hwekutumira kunze kwenyika hunowedzera zvishoma.Zvinotarisirwa kuti huwandu hwekutengesa kunze kwePVC hupfu huchakwira zvishoma kubva munaNovember kusvika kuDecember pamwero wakaderera.Kunyangwe kutengesa kunze kwenyika kunogona kuvandudza mukota yekutanga yegore rinouya kunofanirwa kutarisisa kune ekunze arbitrage hwindo uye kudiwa kwekunze.
Nguva yekutumira: Zvita-15-2022