Ngekota yokuqala, imakethe ye-aniline yaguquguquka yaya phezulu, futhi inani lentengo elimaphakathi lanyanga zonke lenyuka kancane kancane. Uma sithatha imakethe yaseNyakatho yeShayina njengesibonelo, iphuzu eliphansi kakhulu phakathi kwekota livele ngoJanuwari, ngentengo engu-9550 yuan/ton, futhi iphuzu eliphakeme kakhulu lavela ngoMashi, ngentengo ku-13300 yuan/ton, kanye nomehluko wentengo phakathi high and low kwaba 3750 yuan/ton. Isici esiyinhloko esihle sokwenyuka kusukela ngoJanuwari kuya kuMashi sivela ohlangothini lokuhlinzeka nokufunwa. Ngakolunye uhlangothi, kwikota yokuqala, amafekthri amakhulu asekhaya aye alungiswa kakhulu kanti i-inventory yemboni yayiphansi. Ngakolunye uhlangothi, ukutholwa kwesidingo esibulalayo ngemuva koMkhosi Wasentwasahlobo kukhiqize ukwesekwa okuhle kwemakethe.

Ukusebenza kokuhlinzeka kuqhubekile nokwesekwa okuqinile kwamanani entengo e-aniline kuya phezulu

Kwikota yokuqala, ukusebenza kwemakethe ye-aniline kuyaqhubeka nokuba qinile ukuze kukhuphule intengo. Ngemuva kosuku lukaNcibijane, isidingo sesitoko sangaphambi kweholide sikhuphuka, uhlangothi lokuhlinzeka kanye nesidingo luhle, intengo iqale ukubonakala ithrendi ebuyayo ephansi. Ngemuva koMkhosi waseNtwasahlobo, ukulungiswa kabusha kwemishini yasekhaya ye-aniline kwanda. NgoFebhuwari, ukugcwala kwemboni yasekhaya yezilwane ezifuywayo kube ngama-62.05%, kwehle ngamaphesenti ayi-15.05 ukusuka ngoJanuwari. Ngemuva kokungena ngoMashi, isidingo setheminali salulama kahle. Nakuba umthwalo ezimbonini ubuyele ku-74.15%, uhlangothi lokuhlinzekwa kanye nesidingo lusanikeza ukusekelwa okusobala emakethe, futhi intengo yasekhaya ye-aniline yenyuke kakhulu ngoNdasa. Kusukela ngomhla ka-31 Mashi, intengo yemakethe evamile ye-aniline eNyakatho ye-China ingu-13250 yuan/ton, uma iqhathaniswa ne-9650 yuan/ton ekuqaleni kuka-January, ukukhuphuka okuhlanganisiwe kwama-yuan/ton angu-3600, okukhuphuke ngo-37.3%.

Ukukhishwa komthamo omusha we-aniline kusaqhubeka nokuqina

Ngekota yokuqala yonyaka wezi-2023, ukukhiqizwa kwezilwane ezifuywayo ezifuywayo bekungamathani angama-754,100, okukhuphuke ngo-8.3% ngekota kanye no-1.48% unyaka nonyaka. Naphezu kokwanda kokunikezwayo, iyunithi ye-MDI engamathani angu-400,000/ngonyaka e-Wanhua esiFundazweni esisezansi nomfula i-Fujian yaqala ukusebenza ngoZibandlela wezi-2022, eyashintsha kancane kancane yaba eyejwayelekile ngemva kwekota yokuqala. Ngaleso sikhathi, iyunithi ye-cyclohexylamine engamathani angama-70,000/ngonyaka yase-Wanhua e-Yantai yaqala ukusebenza kwecala ngoMashi. Ngemuva kokuthi umthamo omusha wokukhiqiza usuqalile ukusebenza, isidingo se-aniline yezinto ezingavuthiwe ezansi nomfula sikhule kakhulu. Okuholela kukota yokuqala yemakethe ye-aniline iyonke kusesesimweni esiqinile sokuhlinzeka, bese kuba nokusekelwa okuqinile kwentengo.

Ukushaqeka kwentengo kunamandla inzuzo yemboni ye-aniline yekota yokuqala yanda kancane kancane

Inzuzo yekota yokuqala ye-aniline ikhombise ukukhula okuqhubekayo. Kusukela ngoJanuwari kuya kuMashi, kuthathwa i-East China njengesibonelo, inzuzo eyisamba yamabhizinisi asekhaya e-aniline yayingu-2,404 yuan/ton, yehle ngo-20.87% inyanga nenyanga kanye no-21.97% unyaka nonyaka. Ngekota yokuqala, ngenxa yokutholakala okuqinile emakethe yezilwane ezifuywayo zasekhaya, intengo ngokusobala yasekelwa igebe lentengo eyandayo ngemikhiqizo ephansi, futhi inzuzo yemboni yalungiswa kancane kancane ngokuhambisanayo. Njengoba isidingo semakethe yasekhaya nengaphandle kwe-aniline ngekota yokuqala kanye nekota yesine ka-2022 sasisihle, inzuzo yemboni yenyuka kakhulu. Ngakho-ke, inzuzo ye-aniline engxenyeni yokuqala ka-2023 yehla ngokulandelana.

Isidingo sasekhaya sinyukile futhi ukuthunyelwa kwempahla kwamanye amazwe kwancipha ngekota yokuqala

Ngokusho kwedatha yamasiko kanye nezilinganiso zolwazi zika-Zhuo Chuang, ukuthunyelwa kwe-aniline kwasekhaya okunqwabelanayo ngekota yokuqala ka-2023 kulindeleke ukuthi kube amathani angaba ngu-40,000, noma kwehle ngo-1.3% kusuka kwikota edlule, noma kwehle ngo-53.97% unyaka nonyaka. Nakuba ukukhiqizwa kwezilwane ezifuywayo zasekhaya kugcine ukuthambekela okwandayo ngekota yokuqala, ukuthunyelwa kwe-aniline kwamanye amazwe ngekota yokuqala kungase kubonise ukwehla kancane kunekota edlule ngenxa yokwanda okusobala kwesidingo sasekhaya futhi akukho nzuzo esobala enanini lemakethe yokuthekelisa. Uma kuqhathaniswa nekota yokuqala ka-2022, ngenxa yokwanda okusobala kwezinto zokusetshenziswa eYurophu engxenyeni yokuqala ka-2022, ingcindezi yezindleko zabakhiqizi bendawo be-aniline yanda, futhi isidingo sokungeniswa kwemikhiqizo ye-aniline evela eChina senyuke kakhulu. Ngaphansi kwenzuzo esobala yentengo yokuthekelisa, abakhiqizi basekhaya be-aniline babethambekele kakhulu ekuthumeleni kwamanye amazwe. Ngokukhishwa komthamo omusha wokukhiqiza ezansi nomfula e-China, ukuthambekela okuqinile kokuhlinzekwa kwezinsiza zasekhaya ze-aniline kuzoba sobala kakhulu. Kulindeleke ukuthi imakethe yokuthekelisa ngekota yesibili isengagcina izinga eliphansi uma kuqhathaniswa nokuhlinzekwa okulinganiselwe.

Ikota yesibili bekulindeleke ukuthi isebenze ukushaqeka kwebanga elibuthakathaka

Kwikota yesibili, imakethe ye-aniline kulindeleke ukuthi ishintshe. Ekupheleni kuka-March intengo aniline ifinyelele esigabeni okusezingeni eliphezulu, ezansi wathola ukungqubuzana kwezimpahla, emakethe ingozi enkulu anda ngo-April waqala ukwehla ngokushesha mkhuba. Esikhathini esifushane nesimaphakathi, iyunithi ye-aniline isiqale kabusha kancane kancane ukukhiqiza futhi isisebenza eduze nomthwalo ogcwele, futhi uhlangothi lokuhlinzeka ngemakethe luvame ukuxega. Nakuba u-Huatai ehlela ukwenza ukuhlola nokulungisa ngo-April, uFuqiang noJinling bahlela ukwenza ukuhlola nokulungisa ngoMeyi, ngemva kukaMeyi, imboni yamathayi esibulalayo ingena esikhathini esingekho, esinciphisa kakhulu isidingo sezinsiza zenjoloba ezansi nomfula we-aniline, futhi uhlangothi lokuhlinzeka kanye nesidingo lwemakethe ye-aniline luzoncipha kancane kancane. Kusukela kumkhuba wezinto zokusetshenziswa, nakuba intengo ye-benzene ehlanzekile ne-nitric acid isaqinile, kodwa ngenxa yokuthi inzuzo yamanje yemboni ye-aniline isacebile, ngakho-ke uhlangothi lwezindleko lwe-boost positive noma lulinganiselwe. Ngokuvamile, engxenyeni yesibili, ngaphansi kwesizinda sokuhlinzekwa okubuthakathaka nesidingo, imakethe yasekhaya ye-aniline ingase isebenzise lonke uhla lwama-oscillations.