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Ukusukela ngasekupheleni kukaNovemba, ukuthunyelwa ngaphandle kwePVC komgubo wasekhaya kwaqala ukwanda, amashishini endlela ye-ethylene afumana iiodolo ezingcono, amashishini endlela ye-calcium carbide nawo anento ethile yokuthumela ngaphandle.Uthunyelo lwangaphakathi lwangaphakathi luyaqhubeka ngenxa yokuvulwa ngokuthe ngcembe kwefestile ye-arbitrage yokuthumela ngaphandle kunye nokufunyanwa kancinci kwemfuno yaseIndiya.Njengomrhwebi omkhulu wePVC kwihlabathi, iIndiya ikwayeyona ndawo iphambili yokuthumela ngaphandle yomgubo wePVC osuka eTshayina.Nokuba ukuthunyelwa ngaphandle kweli lizwe kunokuzinzileyo kwinqanaba lamva kusafuneka kuqwalaselwe imfuno yaseIndiya.

Apho urhwebo lwehlabathi luhamba khona: I-Indiya lelona lizwe lingenisa impahla ngaphandle elizweni

Ngokombono wokuhamba kwePVC yomgubo wehlabathi jikelele, ezona ndawo zinkulu zokuthumela ngaphandle zigxile eMelika, eTaiwan, eTshayina, eJapan, eMzantsi Korea, kuMbindi Yurophu, njl. , iYurophu, iAfrika neTshayina;Iimpahla zelizwe laseTshayina zihamba kakhulu ukuya eMzantsi-mpuma Asia, eIndiya, kuMbindi weAsia, kuMbindi Mpuma nakwiRussian Federation nakwezinye iindawo;Iimpahla zaseTaiwan zihamba kakhulu ukuya eIndiya, kwilizwe laseTshayina, kuMzantsi-mpuma Asia nakwezinye iindawo;Ukongeza, ezinye iimpahla ezivela eMzantsi Korea, eJapan, eYurophu nakumazantsi mpuma Asia nazo ziya eTshayina.

I-Indiya lelona qabane likhulu lehlabathi lePVC lomgubo wokungenisa elizweni.Kwiminyaka yakutshanje, imfuno yePVC kwimarike yaseIndiya inyuke ngokukhawuleza, kodwa akukho kufakwa kwePVC entsha eIndiya.Umthamo wemveliso waseIndiya usahleli kwi-1.61 yezigidi zeetoni, kwaye imveliso yayo igcinwe malunga ne-1.4 yezigidi zeetoni.Ukungeniswa kwamanye amazwe kudlule imveliso yasekhaya ukususela ngo-2016. Ukhuphiswano kwimarike yaseIndiya lunzima.Impahla yaseAsia evela eJapan, eMzantsi Korea, eTaiwan, kwilizwe laseTshayina naseUnited States zonke zithatha iIndiya njengeyona marike iphambili yokuthumela ngaphandle.Okwangoku, iimpahla ezivela eTshayina naseTaiwan zikhuphisana kakhulu kwimarike yaseIndiya.

I-Indiya iba yeyona ndawo iphambili yaseTshayina yokuthumela ngaphandle

I-Indiya yayidla ngokuba nemilinganiselo yokulwa nokulahla i-China, ngoko ke umthamo wokuthunyelwa kwe-China e-Indiya uphantsi.Ngo-2021, umthamo opheleleyo wePVC yokuthunyelwa ngaphandle komgubo kunye nomthamo wePVC othunyelwa ngaphandle eIndiya uye wanda kakhulu, ngakumbi ngenxa yokuba i-US yahlaselwa yingqele ebanda kakhulu phakathi kuFebruwari, eyabangela ukuba phantse isiqingatha sezityalo zePVC zomgubo e-US ziyeke. ngokungalindelekanga, kunye nokunqongophala konikezelo lwamazwe ngamazwe, nto leyo yazisa ithuba lokuthumela ngaphandle e-China.Ngo-Agasti, i-US nayo yachaphazeleka yinkanyamba, kwaye ezinye izityalo ze-PVC ze powder zaphinda zadibana ne-force majeure.Khuthaza i-PVC yasekhaya yokuthengisa umgubo wokunyusa umthamo kwakhona.Ngo-2022, umthamo wokuthumela ngaphandle kweTshayina ukuya eIndiya uqhubekile nokukhula, ngakumbi ngenxa yokuba umgaqo-nkqubo waseIndiya wokuchasana nokulahla umgubo wePVC ovela eTshayina uphelelwe ngoJanuwari 2022. Ngaphambi kokuba umgaqo-nkqubo omtsha ukhutshwe, iIndiya ayizange ibize umrhumo ochasene nokulahlwa kwempahla eTshayina, naseIndiya. amashishini asekhaya andise iinzame zawo zokuthenga umgubo wePVC ovela eTshayina ngexabiso eliphantsi.Ke ngoko, ngo-2022, ubungakanani bePVC yomgubo othunyelwe kumazwe angaphandle ukusuka eTshayina ukuya eIndiya buye nyuka kakhulu, nto leyo ethe yaqhuba umthamo wokuthumela ngaphandle wePVC umgubo ukusuka eTshayina ukuya phezulu.

Ubume bokuthumela ngaphandle: Imfuno yaseIndiya yonyusa ifestile yasekhaya yokuthumela ngaphandle ivuliwe kwakhona

Ukungena kwikota yesithathu, ifestile ye-arbitrage ye-PVC yasekhaya ivaliwe.Kwelinye icala, ixabiso lasekhaya lePVC lihlala lisihla, abathengi bangaphandle balumkile, kwaye kukho umoya oqinileyo wokuthenga phezulu kunokuba uhle.Kwelinye icala, imfuno yangaphandle iye yabuthathaka kwaye umdla wokuthenga wehlile.Ngoko ke, ukusuka kwikota yesithathu yokuqala yasekhaya PVC odolo yokuthumela akulunganga, umntu ethylene indlela amashishini ukugcina abathengi abadala esisigxina ukufumana iiodolo ezithile, kodwa calcium carbide indlela amashishini amashishini imiyalelo yokuthumela kumazwe angaphandle ivaliwe, kunye nemiyalelo yokuthumela kumazwe angaphandle kwangoko ukuba zisiwe ngokuthe ngcembe. , ngoko isiqingatha sesibini sonyaka, ukuthunyelwa kwePVC kwamanye amazwe kwaqala ukuwa ngokuthe ngcembe.

Nangona kunjalo, ukususela ekupheleni kukaNovemba, ifestile ye-arbitrage ye-PVC yasekhaya ivuliwe ngokuthe ngcembe, kwaye ezinye iinkampani ze-ethylene zifumene ii-odolo kunye nomthamo, ngelixa iinkampani ze-calcium carbide zifumene inxalenye yee-oda zokuthumela ngaphandle.Ngokutsho kophando lweZhuochuang Ulwazi, ixabiso langoku lokuthumela ngaphandle kwe-calcium carbide indlela yi-$ 780-800 / ton FOB Tianjin, kodwa ngaphezu kwe-800 yeetoni, amashishini athi umyalelo awulungile.Ukuza kuthi ga ngoku, amanye amashishini kwi-odolo kaDisemba angaphezulu kweetoni ezingama-5000.Kungekudala, imiyalelo yokuthumela ngaphandle yamashishini e-PVC iye yanda, kwelinye icala, ngenxa yokuba ifestile ye-arbitrage yokuthumela ngaphandle ivuliwe ngokuthe ngcembe, nangona ixabiso lasekhaya linyuka, kodwa ukuchasana kwexabiso elisezantsi, kukho ukuchasana kwiintengiso zasekhaya;Kwelinye icala, kungenxa yokuphuculwa kwemfuno eIndiya.Emva kwexesha lemvula lase-India kunye noMnyhadala we-Diwali, kukho imfuno yokubuyisela e-Indiya, kwaye unikezelo lwempahla olusuka e-United States luyehla, ngoko ke i-Indiya yonyusa ubuninzi bokuthenga e-China.Ukongeza, ixabiso lePVC libuyele kwinqanaba eliphantsi.IiPlastiki zeFormosa zaseTaiwan kutshanje zibhengeze ixabiso lempahla yePVC ngoJanuwari 2023, ngokunyuka kwe-80-90 yeetoni / iitoni kunye nokufumana ulungelelwaniso oluhle, ngoko kusekho imfuno eqikelelwayo yokuzaliswa kwakhona eIndiya.

Ingqikelelo yokuthumela ngaphandle kade: Gxininisa kwifestile ye-arbitrage yokuthumela ngaphandle kunye nokuzingisa kwemfuno yaseIndiya

Ngokuvuleka ngokuthe ngcembe kwefestile ye-PVC yokuthumela ngaphandle kwe-arbitrage kutshanje, imeko yokuthumela ngaphandle iye yaphucuka, kodwa kwimarike yokuthumela ngaphandle ye-PVC elandelayo, kwelinye icala, kufuneka sinikele ingqalelo ukuba indawo ye-arbitrage yokuthumela ngaphandle ingaqhubeka nokuvula.Nangona i-PVC yasekhaya ingene kwixesha elingekhoyo, imeko-bume enkulu iyaphucuka, kwaye ukuguquguquka kwexabiso lePVC kunamandla.Nangona kunjalo, njengoko iholide yoMnyhadala weNtwasahlobo isondela, i-inventory yentlalontle kulindeleke ukuba iqhubeke ikhula.Ukuthunyelwa ngaphandle kunokuba yindlela ephambili yabavelisi be-PVC yomgubo ukukhulula uxinzelelo lwe-inventory.

Ngakolunye uhlangothi, kusafuneka ukuba sinikele ingqalelo kwimfuno yemarike yangaphandle.Njengeyona ndawo iphambili yokuthumela ngaphandle elizweni lethu, imakethi yaseIndiya yeyona nto iphambili ekuthumeleni umgubo wePVC kumazwe angaphandle.Ukonyuka kwamva nje kokuthumela ngaphandle kubangelwe kukwanda kwemfuno eIndiya.Nangona kunjalo, kubalulekile ukuqaphela ukuba nge-16 kaSeptemba 2022, iSebe lezoRhwebo kunye neShishini laseIndiya likhuphe isaziso esithi ukuphendula isicelo esifakwe ngamashishini asekhaya aseIndiya, ukungeniswa kwePVC kunqunyanyiswe iresin eshiyekileyo yevinyl chloride monomer content. ngaphezu kwe-2PPM iya kuqaliswa uphando lokukhusela, kunye nexesha lophando ukususela ngo-Aprili 1, 2019 ukuya kuJuni 30, 2022. Nangona kunjalo, ngokutsho kophando, okwangoku, uninzi lwamashishini omthetho we-ethylene kunye namanye amashishini omthetho we-calcium carbide angakwazi ukuhlangabezana neemfuno, impembelelo ethile isafuna ukuqhubeka ukuhoya.Ukongeza, ukhuphiswano kwimarike yaseIndiya lubukhali, kwaye iimpahla ezivela eTaiwan, eJapan, eMzantsi Korea naseUnited States zonke zicatshulwe kwimarike yaseIndiya.Ke ngoko, kusafuneka ukuba sithathele ingqalelo ukuba ngaba ixabiso lempahla evela eTshayina linenzuzo kwixesha elizayo.

Ngoko ukuqukumbela, nangona imiyalelo yokuhanjiswa okulindelweyo iyancipha ngokuthe ngcembe, kunye nokuvulwa kwefestile ye-arbitrage yokuthumela ngaphandle ekupheleni kukaNovemba, imiyalelo yasekhaya yokuthumela ngaphandle yafunyanwa enye emva kwenye, kwaye umthamo wokuthumela ngaphandle oza kuhanjiswa unyuke kancinci.Kulindeleke ukuba umthamo wokuthumela ngaphandle kwePVC powder uya kunyuka kancane ukusuka ngoNovemba ukuya kuDisemba kwinqanaba eliphantsi.Ingaba ukuthunyelwa kwemveliso yangaphakathi ekhaya kungaphucuka kwikota yokuqala elandelayo kunyaka ozayo kufuneka kuqwalaselwe ngokusondeleyo kwifestile ye-arbitrage yokuthumela ngaphandle kunye nemfuno yangaphandle.