litaba

Ho tloha bofelong ba Pulungoana, thomello ea phofshoana ea lapeng ea PVC e ile ea qala ho eketseha, likhoebo tsa mekhoa ea ethylene li ile tsa fumana litaelo tse betere, likhoebo tsa mokhoa oa calcium carbide le tsona li na le thomello e itseng.Thekiso ea kantle ho naha e ntse e tsoela pele ho ba teng ka lebaka la ho buloa butle-butle ha lifensetere tsa thekiso ea thepa ntle le ho hlaphoheloa butle-butle ha tlhoko ea India.E le morekisi e moholo ka ho fetisisa lefatšeng oa PVC, India hape ke sebaka se ka sehloohong sa phofshoana ea PVC e tsoang Chaena.Hore na thomello ea kantle ea naha e ka tšoarella nakong e tlang e ntse e hloka ho ela hloko tlhoko ea India.

Moo khoebo ea lefats'e e phallang: India ke eona e rekang kantle ho naha e kholo ka ho fetisisa lefatšeng

Ho latela pono ea phallo ea khoebo ea phofo ea PVC lefatšeng ka bophara, libaka tse kholo ka ho fetisisa tsa thomello li tsepamisitsoe haholo United States, Taiwan ea China, naha ea China, Japane, Korea Boroa, Europe Bohareng, joalo-joalo, 'me thepa ea Amerika e phallela Amerika Bohareng le Boroa. , Europe, Afrika le Chaena;Thepa ea naha ea Chaena e phallela haholo Asia Boroa-bochabela, India, Asia Bohareng, Bochabela bo Hare le Russia Federation le libakeng tse ling;Thepa ea Taiwan e phallela haholo India, naha ea China, Asia Boroa-bochabela le libakeng tse ling;Ho feta moo, thepa e 'ngoe e tsoang Korea Boroa, Japane, Europe le Asia Boroa-bochabela le eona e phallela Chaena.

India ke molekane e moholo ka ho fetisisa lefatšeng oa khoebo ea ho reka phofo ea PVC.Lilemong tsa morao tjena, tlhokahalo ea PVC 'marakeng oa India e eketsehile ka potlako, empa ha ho na ho kenya PVC e ncha India.Bokhoni ba tlhahiso ea India bo ntse bo le ho lithane tse limilione tse 1.61, 'me tlhahiso ea eona e bolokiloe e le lithane tse ka bang limilione tse 1.4.Lihlahisoa tse tsoang kantle ho naha li fetile tlhahiso ea lehae ho tloha ka 2016. Tlholisano e teng 'marakeng oa India e bohale.Thepa ea Asia e tsoang Japane, Korea Boroa, Taiwan, naha ea China le United States kaofela li nka India e le 'maraka o ka sehloohong oa thomello.Hajoale, thepa e tsoang Chaena le Taiwan e hlolisanoa haholo 'marakeng oa India.

India e fetoha sebaka se ka sehloohong sa China sa ho romela thepa

India e kile ea ba le mehato e khahlanong le ho lahla khahlano le China, ka hona, palo ea thepa e romelloang India ho ea India e tlase haholo.Ka 2021, palo eohle ea lihlahisoa tsa phofshoana ea PVC le palo ea lihlahisoa tsa phofo ea PVC ho ea India e ile ea eketseha haholo, haholo hobane US e ne e tšoeroe ke leqhubu le batang haholo bohareng ba February, e leng se ileng sa etsa hore hoo e batlang e le halofo ea limela tsa phofo tsa PVC United States li emise. ho sa lebelloa, le khaello ea phepelo ea machaba, e tlisitseng monyetla oa ho romelloa kantle ho naha China.Ka August, US e ile ea boela ea angoa ke leholiotsoana, 'me limela tse ling tsa PVC tsa phofo li ile tsa boela tsa kopana le force majeure.Khothalletsa ho eketseha ha molumo oa thomello ea phofo ea PVC lapeng hape.Ka 2022, palo ea thepa ea thepa ea Chaena ho ea India e ile ea tsoela pele ho eketseha, haholo-holo hobane leano la India le khahlanong le ho lahla ka phofo ea PVC le tsoang Chaena le ile la felloa ke nako ka January 2022. Pele leano le lecha le ntšoa, India ha ea ka ea lefisa thepa e khahlanong le ho lahla thepa Chaena, le India. likhoebo tsa malapeng li ile tsa eketsa boiteko ba tsona ba ho reka phofo ea PVC ho tsoa Chaena ka theko e tlaase.Ka hona, ka 2022, palo ea phofo ea PVC e rometsoeng ho tloha Chaena ho ea India e ile ea eketseha haholo, e leng se ileng sa boela sa tsamaisa boholo ba thepa ea PVC ho tloha Chaena ho ea holimo.

Boemo ba thomello kantle ho naha: Tlhokahalo ea India e eketsa fensetere ea kantle ho naha e butsoe hape

Ho kena karolong ea boraro, fensetere ea lehae ea PVC ea thekiso ea thepa e koetsoe.Ka lehlakoreng le leng, theko ea lehae ea PVC e ntse e theoha, bareki ba tsoang linaheng tse ling ba hlokolosi, 'me ho na le moea o matla oa ho reka ho e-na le ho theoha.Ka lehlakoreng le leng, tlhokahalo ea kantle e fokotsehile 'me cheseho ea ho reka e fokotsehile.Ka hona, ho tloha kotara ea boraro ea tšimoloho ea litaelo tsa kantle ho naha tsa PVC ha li ntle, likhoebo tsa mekhoa ea ethylene ka bomong li boloka bareki ba khale ba lokiselitsoe ho fumana litaelo tse itseng, empa mekhoa ea lik'hamphani tsa calcium carbide li-export li thibetsoe, 'me litaelo tsa pele tsa ho romela thepa li lokela ho tsamaisoa butle-butle. , kahoo halofo ea bobeli ea selemo, lihlahisoa tsa PVC li ile tsa qala ho theoha butle-butle.

Leha ho le joalo, ho tloha bofelong ba Pulungoana, fensetere ea lehae ea PVC ea kantle ho naha e ile ea buloa butle-butle, 'me lik'hamphani tse ling tsa ethylene li fumane litaelo le molumo, ha lik'hamphani tsa calcium carbide li fumane karolo ea litaelo tsa ho romela thepa.Ho ea ka lipatlisiso tsa Zhuochuang Information, theko ea hona joale ea theko ea thepa ea calcium carbide ke $ 780-800 / ton FOB Tianjin, empa ka holimo ho $ 800 / ton, likhoebo li re taelo ha e ntle.Ho fihlela joale, likhoebo tse ling ka khoeli ea December li reka lithane tse fetang 5000.Haufinyane tjena, litaelo tsa ho romela thepa ea likhoebo tsa PVC li eketsehile, ka lehlakoreng le leng, hobane fensetere ea arbitrage ea ho romela thepa e ntse e buloa butle-butle, le hoja theko ea lehae e ntse e phahama, empa ho hanyetsa theko e tlaase, ho na le khanyetso ea thekiso ea malapeng;Ka lehlakoreng le leng, ke ka lebaka la tlhokahalo e ntlafetseng India.Kamora nako ea lipula tsa India le Mokete oa Diwali, ho na le tlhoko ea ho khutlisa India, 'me phepelo ea thepa e tsoang United States ea fokotseha, kahoo India e eketsa theko ea theko ho tsoa China.Ho feta moo, theko ea PVC e ile ea boela ea phahama ka boemo bo tlaase.Formosa Plastics ea Taiwan e sa tsoa phatlalatsa theko ea thepa ea PVC ka Pherekhong 2023, ka keketseho ea $80-90 / ton le ho fumana taelo e ntle, ka hona ho ntse ho na le tlhoko e inahaneloang ea ho tlatsetsoa hape India.

Ponelopele ea morao-rao ea ho romela thepa kantle ho naha: Tsepamisa maikutlo holim'a fensetere ea arbitrage ea kantle ho naha le ho phehella ha tlhokeho ea Maindia

Ka ho buloa butle-butle ha fensetere ea arbitrage ea thepa ea kantle ho naha ea PVC haufinyane tjena, boemo ba kantle ho naha bo ntlafetse, empa bakeng sa 'maraka o latelang oa PVC oa kantle ho naha, ka lehlakoreng le leng, re lokela ho ela hloko hore na sebaka sa kantle ho naha sa arbitrage se ka tsoela pele ho buleha.Le hoja PVC ea malapeng e kene nakong ea off-sehla, tikoloho e kholo e ntse e ntlafala, 'me ho fetoha ha theko ea PVC ho matla.Leha ho le joalo, ha matsatsi a phomolo a Mokete oa Selemo a ntse a atamela, lenane la sechaba le lebelletsoe ho tsoela pele ho eketseha.Ho romela thepa ka ntle ho naha e ka 'na ea e-ba tsela e ka sehloohong ea bahlahisi ba phofo ea PVC ho imolla khatello ea thepa.

Ka lehlakoreng le leng, ho ntse ho hlokahala ho ela hloko tlhoko ea 'maraka ea kantle.Joalo ka sebaka se ka sehloohong sa thomello ea naha ea rona, 'maraka oa India ke oa bohlokoa bakeng sa thomello ea phofo ea PVC.Keketseho ea morao-rao ea thekiso ea kantle ho naha e bakiloe haholo ke keketseho ea tlhoko ea India.Leha ho le joalo, ke habohlokoa ho hlokomela hore ka la 16 Loetse 2022, Lekala la Khoebo le Indasteri la India le ile la fana ka tsebiso e reng ho arabela kopo e rometsoeng ke likhoebo tsa lehae tsa India, ho kenngoa ha PVC ho emisitse resin e nang le mesaletsa ea vinyl chloride monomer content. e fetang 2PPM e tla qalisoa lipatlisiso tsa tšireletso, ka nako ea lipatlisiso ho tloha ka April 1, 2019 ho ea ho June 30, 2022. Leha ho le joalo, ho ea ka lipatlisiso, hona joale, likhoebo tse ngata tsa ethylene molao le lik'hamphani tse ling tsa calcium carbide molao li ka finyella litlhoko, tšusumetso e itseng e ntse e hloka ho tsoela pele ho ela hloko.Ho phaella moo, tlhōlisano ea 'maraka oa India e bohale,' me thepa e tsoang Taiwan, Japane, Korea Boroa le United States kaofela e qotsitsoe 'marakeng oa India.Ka hona, ho ntse ho hlokahala ho ela hloko hore na theko ea thepa e tsoang Chaena e na le molemo nakong e tlang.

Kahoo ho akaretsa, le hoja litaelo tse neng li lebeletsoe tsa ho fana ka thepa li ile tsa fokotseha butle-butle, ha ho buloa fensetere ea arbitrage ea ho romela thepa ho elella bofelong ba Pulungoana, litaelo tsa kantle ho naha li ile tsa amoheloa ka ho latellana, 'me palo ea thepa e romelloang kantle ho naha e ile ea eketseha hanyane.Ho lebeletsoe hore palo ea ho romela thepa ea PVC phofo e tla nyoloha hanyenyane ho tloha ka November ho ea ho December ka tekanyo e tlaase.Hore na thepa ea kantle ho naha e ka ntlafala kotareng ea pele e latelang ea selemo se tlang e hloka ho ela hloko fensetere ea arbitrage ea kantle ho naha le tlhoko ea kantle.