PTA tsis hnov ​​tsw zoo?Ntau tus neeg loj heev tau ua tiav "tawm ntawm lub voj voog", ua li cas?

tawg!Ineos, Rakuten, Mitsubishi tawm PTA lag luam!

Mitsubishi Chemical: Thaum Lub Kaum Ob Hlis 22, Mitsubishi Chemical tau tshaj tawm cov xov xwm txuas ntxiv, suav nrog kev tshaj tawm ntawm kev npaj hloov pauv ntawm 80% ntawm nws cov chaw haujlwm hauv Indonesian thiab kev xaiv tsa cov neeg ua haujlwm laus xws li CEO tshiab.

Ntawm lub rooj sib tham thawj coj nyob rau hnub tim 22, Mitsubishi Chemical Group txiav txim siab hloov 80% ntawm nws cov shares hauv Indonesia's Mitsubishi Chemical Corporation (PTMitsubishi Chemical lndonesia) mus rau PT Lintas Citra Pratama.Lub tom kawg ua haujlwm ua lag luam ntshiab terephthalic acid (PTA).

MCCI tau tsim thiab muag Ptas hauv Indonesia txij li thaum pib xyoo 1991. Thaum PTA kev lag luam thiab kev lag luam hauv Indonesia muaj kev ruaj khov thiab muaj zog, Pab Pawg tseem tab tom xav txog kev coj ua lag luam thaum nce nws cov kev tswj hwm kev lag luam nrog kev tsom mus rau kev lag luam loj hlob, kev sib tw thiab sustainability nyob rau hauv txoj kab nrog nws "Tsim lub neej yav tom ntej" kev lag luam mus kom ze.
Ib lub chaw muag khoom ntawm PT Lintas CitraPratama npaj rau kev lag luam paraxylene, cov khoom siv tseem ceeb ntawm PTA, nyob rau sab hnub tuaj Asia.
Yav dhau los, cov khoom siv tshuaj tshiab tau tshaj tawm tias cov tuam txhab loj thoob ntiaj teb suav nrog Ineos thiab Lotte Chemical tau kaw / thim tawm ntawm PTA cov haujlwm.

Lotte Chemical tshaj tawm: tawm tag nrho PTA kev lag luam

Lotte Chemical tshaj tawm tias nws npaj yuav muag nws 75.01% ceg txheem ntseeg hauv Lotte Chemical Pakistan Limited (LCPL) thiab tawm tag nrho cov kev lag luam refined terephthalic acid (PTA).Qhov kev faib tawm yog ib feem ntawm Lotte Chemical lub tswv yim nruab nrab lub sijhawm los ntxiv dag zog rau nws cov khoom lag luam tshwj xeeb uas muaj nqis ntxiv.

Nyob rau hauv Port Qasim, Karachi, LCPL tsim 500,000 tons ntawm PTA ib xyoos twg.Lub tuam txhab muag kev lag luam rau Lucky Core Industries (LCI), lub tuam txhab tshuaj Pakistani, rau 19.2 billion yeej (kwv yees li 1.06 billion yuan) (Lotte Chemical yuav LCPL rau 14.7 billion yeej xyoo 2009).LCI feem ntau tsim PTA derivative polyester, ua 122,000 tons ntawm polyester polymer thiab 135,000 tons ntawm polyester fiber ib xyoo nyob rau hauv Lahore, thaum 225,000 tons ntawm soda tshauv ib xyoo nyob rau hauv Heura.

Lotte Chemical tau hais tias cov nyiaj tau los ntawm kev muag khoom ntawm PTA lub lag luam yuav raug siv los tsim kev lag luam uas twb muaj lawm rau cov khoom muaj nqis ntxiv xws li polyethylene, polypropylene thiab polyethylene terephthalate, thiab nthuav dav cov lag luam tshuaj tshwj xeeb thiab nkag mus rau cov khoom lag luam ib puag ncig.

Thaum Lub Xya Hli 2020, Lotte Chemical tau tso tseg tsis tsim PTA ntawm nws 600,000-tuj / xyoo cog hauv Ulsan, Kaus Lim Qab Teb, thiab hloov nws mus rau qhov chaw tsim khoom zoo isophanic acid (PIA), uas tam sim no muaj peev xwm PIA ntawm 520,000 tons / xyoo.

Ineos: Tshaj tawm qhov kev kaw ntawm PTA chav tsev

Thaum Lub Kaum Ib Hlis 29, Ineos tshaj tawm tias nws npaj siab kaw qhov me thiab laus dua ntawm ob lub PTA (refined terephthalic acid) units ntawm nws cov PX thiab PTA integrated chaw tsim khoom ntawm nws cov nroj tsuag hauv Herr, Antwerp, Belgium.

Chav tsev tau tawm ntawm kev tsim khoom txij li xyoo 2022 thiab kev tshuaj xyuas ntawm nws qhov kev cia siab mus ntev tau ua tiav rau qee lub sijhawm.

Ineos tau hais hauv nws cov ntawv xov xwm tshaj tawm tias lub ntsiab lus tseem ceeb rau kev kaw cov nroj tsuag yog: qhov nce ntawm lub zog, cov khoom siv raw thiab cov nqi zog ua rau cov khoom lag luam nyob sab Europe tsis muaj kev sib tw nrog kev xa tawm ntawm PTA tshiab thiab cov peev txheej hauv Asia;Thiab cov pab pawg xav tsom mus rau cov khoom siv tshiab high-end.

Crazy ntau lawm ntawm raw cov ntaub ntawv, downstream "0" thov?

Saib ntawm kev lag luam PTA hauv tsev, txog tam sim no, qhov nruab nrab txhua xyoo PTA tus nqi hauv 2023 tau poob qis dua piv nrog 2022.

Txawm hais tias qhov teeb meem ntawm Hiav Txwv Liab tsis ntev los no ua ke nrog kev kaw hauv zos los ntawm huab cua txias, PTA oscillated upward;Txawm li cas los xij, qhov kawg ntawm qhov kawg ntawm cov ntawv txiav txim textile tsis zoo, downstream spinning, weaving lag luam tsis muaj kev ntseeg siab nyob rau hauv lub lag luam yav tom ntej, nyob rau hauv cov ntsiab lus ntawm lawv tus kheej cov khoom muag nce thiab nyiaj txiag siab ntawm tus nqi siab ntawm raw cov ntaub ntawv kuj muaj zog, ua rau. nyob rau hauv polyester ntau yam chaw rub tawm nyuaj, uas ua rau polyester ntau yam profit theem poob ho.
Tsis tas li ntawd, nrog txoj kev loj hlob sai ntawm kev sib koom ua ke, lub peev xwm PTA yav tom ntej tseem tab tom qhia txog kev nce ntxiv.Hauv 2024, PTA hauv tsev yuav tsum muab tso rau hauv kev tsim khoom ntawm 12.2 lab tons, thiab PTA muaj peev xwm loj hlob tuaj yeem ncav cuag 15%, los ntawm kev xav ntawm lub peev xwm ntau lawm, PTA tuaj yeem ntsib ntau dua qhov siab.

Nyob rau hauv xyoo tas los no, kev lag luam PTA hauv tsev tau ntsib lub sijhawm muaj peev xwm ntau dhau thiab hloov pauv mus rau qhov muaj peev xwm, kev hloov pauv ntawm cov qauv khoom muaj kev cuam tshuam ntau dua rau kev ua lag luam, nrog rau cov khoom siv tshiab tso rau hauv kev ua haujlwm, yav tom ntej domestic PTA kev lag luam oversupply teeb meem los yog hnyav dua.

Kev tshem tawm nrawm!Kev lag luam tau nce zuj zus
Nrog rau kev tsim tawm ntawm cov khoom siv loj PTA, tag nrho lub peev xwm ntawm PTA tau loj heev, thiab kev lag luam kev sib tw tau dhau los ua nruj heev.
Tam sim no, PTA cov tuam txhab ua lag luam tseem txo qis cov nqi ua lag luam, txeeb cov khoom lag luam, tshem tawm cov peev txheej rov qab, feem ntau ntawm cov khoom siv nrog cov nqi ua haujlwm siab tau raug tshem tawm, thiab nyob rau xyoo tas los no, cov khoom siv tshiab tau muab tso rau hauv PTA cov khoom siv ntau dua 2. lab tons ntawm cov khoom siv siab heev hauv cov chaw tsim khoom loj, thiab cov nqi nruab nrab ntawm kev lag luam tau poob qis.Nyob rau hauv lub neej yav tom ntej, lub peev xwm ntau lawm yuav nce, thiab tus nqi nruab nrab ntawm cov khoom siv sab hauv ntawm kev lag luam los tsim PTA yuav txo qis nrog kev tsim khoom, thiab tus nqi ua haujlwm yuav nyob rau theem qis rau lub sijhawm ntev.

Yog li ntawd, nyob rau hauv cov ntsiab lus ntawm oversupply, intensifying kev lag luam kev sib tw, thiab shrinking profits, neeg ciaj sia taus yog undoubtedly nyuaj, yog li nws zoo li Ineos, Rakuten, Mitsubishi txoj kev xaiv kuj yog tsim nyog, seb nws yog tsom rau lub ntsiab kev lag luam rau divest lag luam, los yog. txhawm rau rhuav caj npab kom ciaj sia, lossis npaj rau kev hla ciam teb tom ntej thiab lwm cov tswv yim.

Tau qhov twg los: Guangzhou Chemical Trade Center, Network