BEIJING, Phupu 16, 2025 - Mmaraka oa China oa dichloromethane (DCM) o bile le phokotseho e kholo halofong ea pele ea 2025, ka litheko li theohetse tlase ka lilemo tse hlano, ho latela tlhahlobo ea indasteri. Tlatsetso e sa khaotseng, e susumetsoang ke katoloso ea matla a macha le tlhokahalo e haellang, e hlalositse boemo ba mmaraka.
Lintlafatso tsa Key H1 2025:
Theko e Oeleng: Ka karolelano theko ea thekiso e ngata Shandong e theohile ho 2,338 RMB/ton ka June 30th, e theohile ka 0.64% selemo le selemo (YoY). Litheko li ile tsa nyolohela ho 2,820 RMB/ton mathoasong a Pherekhong empa tsa theohela tlase ho 1,980 RMB/ton mathoasong a Mots'eanong - phallo e fapaneng ea 840 RMB/ton, e pharalletseng haholo ho feta 2024.
Phepelo e Feteletseng ea Matlafatsa: Bokhoni bo bocha, haholo-holo polante ea methane chloride ea 200,000/selemo e Hengyang ho qala ka Mmesa, e sutumelitse kakaretso ea DCM ho rekoto ea lithane tse 855,700 (ho fihlela ho 19.36% YoY). Litefiso tse phahameng tsa ts'ebetso ea indasteri (77-80%) le ho eketseha ha tlhahiso ea DCM ho fokotsa tahlehelo ea lihlahisoa tse kopanetsoeng Chloroform le ho feta ho mpefatsa khatello ea phepelo.
Khōlo ea Khōlo e Tla Fumaneha: Le hoja sehatsetsi sa R32 se sebetsa hantle (ho tsamaisoa ke litekanyetso tsa tlhahiso le tlhokahalo e matla ea li-air-conditioning tlas'a lithuso tsa naha), tlhoko ea setso ea solvent e ile ea lula e fokola. Ho putlama ha moruo oa lefats'e, likhohlano tsa khoebo tsa Sino-US, le ho nkeloa sebaka ke ethylene dichloride e theko e tlaase (EDC) e fokolitse tlhoko. Thepa e tsoang kantle e eketsehile ka 31.86% YoY ho isa ho lithane tse 113,000, e fana ka liphallelo empa e sa lekana ho leka-lekanya 'maraka.
Phaello e Phahameng empa e oa theoha: Ho sa tsotellehe ho theoha ha litheko tsa DCM le Chloroform, karolelano ea phaello ea indasteri e fihlile ho 694 RMB/ton (ho fihla ho 112.23% YoY), e tšehetsoeng ke litšenyehelo tse tlaase haholo tsa thepa e tala (e leng chlorine ea metsi e ka bang -168 RMB/ton). Leha ho le joalo, phaello e ile ea fokotseha haholo ka mor'a Mots'eanong, ea theohela ka tlase ho 100 RMB/ton ka Phuptjane.
Maikutlo a H2 2025: Khatello e Tsoelang Pele & Litheko tse tlase
Phepelo ea ho Hōla Haholoanyane: Ho lebeletsoe matla a macha: Shandong Yonghao & Tai (lithane tse 100,000/selemo ho Q3), Chongqing Jialihe (lithane tse 50,000/selemo ho ea qetellong ea selemo), le monyetla oa ho qala bocha Dongying Jinmao Aluminium (lithane tse 120,000/selemo). Kakaretso ea matla a methane chloride e ka fihla ho lithane tse limilione tse 4.37 ka selemo.
Litšitiso tsa Litlhoko: Tlhokahalo ea R32 e lebelletsoe ho kokobela ka mor'a H1 e matla. Tlhokahalo e tloaelehileng ea li-solvents ha e fane ka tšepo e fokolang. Tlhōlisano e tsoang ho EDC ea theko e tlaase e tla tsoela pele.
Cost Support Limited: Litheko tsa chlorine ea metsi li lebeletsoe esale pele hore li tla lula li le mpe ebile li fokola, li fana ka khatello e nyane ea litjeho tse nyolohang, empa li ka fana ka fatše bakeng sa litheko tsa DCM.
Theko Forecast: Theko ea mantlha e feteletseng ha e na monyetla oa ho ba bonolo. Litheko tsa DCM li lebelletsoe ho lula li le maemong a tlase ho pholletsa le H2, ka linako tse ka bang tlase ka Phupu le holimo ka Loetse.
Qetello: Mmaraka oa Chaena oa DCM o tobane le khatello e tsitsitseng ka 2025. Le hoja H1 e bone tlhahiso ea rekoto le phaello ho sa tsotellehe ho theoha ha litheko, pono ea H2 e bontša ho tsoela pele ho eketseha ho feta tekano le tlhokahalo e khutsitseng, ho tšoasa litheko maemong a tlaase historing. Limmaraka tsa kantle ho naha e lula e le setsi sa bohlokoa ho bahlahisi ba malapeng.
Nako ea poso: Jul-16-2025