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PVC: Ra'ayoyin da ba su da kyau, Sauyin yanayi mai girma tare da Bias na Bearish

Sauye-sauyen farashin danyen mai ya haifar da koma-baya a kasuwar kwanan nan. Farashin danyen mai na duniya ya koma baya bayan tashin hankali, wanda hakan ya raunana goyon bayan da ake bai wa kasuwar sinadarai. Yayin da tsarin samar da robobi da sinadarai na ɗan gajeren lokaci ke fuskantar ɗan raguwa, masu amfani da ƙarshen suna nuna juriya sosai ga kayan masarufi masu tsada. Sakamakon matsin lamba mai yawa na kaya, PVC ba ta yi wa tsarin masana'antu gaba ɗaya kyau ba.

Kayayyakin da ake amfani da su a fannin PVC sun kai tan miliyan 1.374, inda suka karu da kashi 0.20% a kowane wata, kuma sun karu da kashi 70.63% a kowace shekara. A cewar Longzhong Data, ya zuwa ranar 26 ga Maris, kwanakin da masana'antun PVC na kasar Sin ke fitarwa zuwa samarwa sun ragu da kashi 6.67% a kowane wata zuwa kwanaki 5.6, yayin da ake isar da kayayyaki zuwa kasuwannin cikin gida da na waje sosai. Ra'ayin kasuwa ya ci gaba da canzawa, inda masu amfani da shi ke adawa da hauhawar farashi.

Tsawaitawar tattalin arziki da kuma sauyin ra'ayin jari ya sanya kasuwa cikin rikici tsakanin hasashen siyasa da kuma cin riba. Duk da zuwan lokacin da ake bukatar kayayyakin filastik da sinadarai, juriyar kamfanonin da ke da tsada ga kayan da aka yi amfani da su wajen samar da kayayyaki masu tsada ya raunana samar da kayayyaki da kuma bukatar PVC, wanda hakan ya haifar da matsin lamba mai yawa a fannin sayar da kayayyaki a cikin rana. Har yanzu ana samun karuwar bukatar kayayyaki a cikin gajeren lokaci, duk da haka, hauhawar farashin kayayyaki ya ragu sosai a kokarin sayen kayayyaki, wanda hakan ya haifar da raguwar bukatar da kuma haifar da mummunan martani a cikin sarkar masana'antu.

Ba tare da wani cikakken bayani game da rikicin Amurka da Iran ba, canjin kasuwa ya ƙaru a yayin da ake samun ƙaruwar rashin tabbas. Idan aka ɗauki Changzhou (Gabashin China) a matsayin ma'aunin farashi, farashin PVC SG-5 mai tushen calcium carbide (ɗakin ajiya) a Gabashin China ya faɗi da CNY 50/ton daga ranar da ta gabata zuwa CNY 5,450/ton. Kasuwar PVC ta kasance mai rauni tare da ɗan raguwar farashin ciniki; farashin kuɗi don PVC SG-5 mai tushen calcium carbide (ɗakin ajiya) a Gabashin China ya tashi daga CNY 4,450 zuwa 4,550/ton, yayin da ciniki na PVC mai tushen ethylene a buɗe yake don tattaunawa. Ra'ayin kasuwa na ɗan gajeren lokaci yana raguwa ta hanyar rage tashin hankali na ƙasashen waje da tsammanin wadatar kasuwa, tare da tushen kwangilar PVC a Gabashin China ya tashi daga -50 zuwa -150 CNY/ton.

Sakamakon rikicin Gabas ta Tsakiya, wadatar albarkatun mai a duniya ta yi ƙarfi sosai. Yawancin masana'antun chlor-alkali na ƙasashen waje sun rage yawan samarwa, inda wasu suka rufe saboda ƙarancin kayan masarufi. Manyan masana'antun da suka haɗa da Hanwha, Indonesia ASC, Thailand SCG da Formosa Plastics duk sun sanar da rage samarwa ko rufewa. A halin yanzu, dakatar da wasu matatun mai na ƙasashen duniya da rufe masana'antun da ke ƙarƙashin ethylene ya haifar da raguwar samar da PVC a duniya, wanda hakan ke nuna kyakkyawan fata ga fitar da PVC daga China.

A ɓangaren cikin gida, rikicin Gabas ta Tsakiya ya rage shigo da ethylene daga ƙasashen waje, wanda hakan ya haifar da haɗarin raguwar samarwa ko rufe masana'antun PVC na cikin gida da ke ɗauke da ethylene, sannan kuma ya ƙara yawan tsammanin raguwar wadatar kayayyaki a cikin gida. Tsammanin raguwar wadatar kayayyaki a duniya ya haifar da hauhawar farashin PVC na gaba. Duk da cewa Trump ya sanar da tattaunawa da Iran, ɓangarorin biyu sun kasance da bambanci sosai bisa ga sharuɗɗa. Cinikin ɗanyen mai yana da ƙarfi a cikin juyawa, kuma sinadarai na makamashi galibi suna farfadowa daga ƙarancin da ake samu. Duk da haka, PVC ba ta yi aiki yadda ya kamata ba saboda ƙarancin buƙatar cikin gida da hauhawar yawan aiki na masana'antun PVC na tushen calcium carbide.

Duk da haka, hauhawar farashin PVC na ƙasashen duniya da kuma kyakkyawan buƙatar fitar da kayayyaki zuwa ƙasashen waje suna ba da goyon baya mai ƙarfi ga farashin PVC na cikin gida. Gabaɗaya, ana sa ran farashin PVC zai yi tashin gwauron zabi a babban mataki nan ba da jimawa ba; koma bayan farashin ɗanyen mai, duk da haka, zai iya yin tasiri ga farashin PVC kuma ya ci gaba da kasancewa cikin mummunan yanayi.

Chemdo: Abin dogaroAbokin Hulɗaa cikin yanayin canjin kasuwar PVC

A tsakiyar kasuwar da ake da ita a yanzu da raguwar wadatar PVC a duniya da kuma kyakkyawan fata na fitar da kayayyaki, Chemdo ta yi amfani da fa'idodin sarkar masana'antu da albarkatun samar da kayayyaki na cikin gida don taimakawa abokan hulɗa na duniya su daidaita farashin sayayya, tabbatar da ci gaba da samar da kayayyaki da kuma shiga kasuwar fitar da kayayyaki da ke bunƙasa. Chemdo ta himmatu wajen haɗin gwiwa mai nasara na dogon lokaci, wacce ke tsaye a matsayin wata gada mai aminci da ke haɗa masana'antar PVC ta China da kasuwar duniya, tana ƙarfafa abokan cinikin duniya su bi diddigin yanayin kasuwa tare da ayyuka masu inganci da ƙwarewa.

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Lokacin Saƙo: Maris-31-2026