PTA baya wari?Kattai da yawa a jere "daga cikin da'irar", menene ya faru?

Fashewa!Ineos, Rakuten, Mitsubishi sun fita kasuwancin PTA!

Mitsubishi Chemical: A ranar 22 ga Disamba, Mitsubishi Chemical ya yi nasara ya sanar da labarai da yawa, gami da sanarwar shirin canja kashi 80% na hannun jarin reshensa na Indonesiya da nada manyan ma'aikata kamar sabon Shugaba.

A wani taron zartarwa da aka gudanar a ranar 22 ga wata, kungiyar Mitsubishi Chemical Group ta yanke shawarar canja wurin kashi 80% na hannun jari a kamfanin Mitsubishi Chemical Corporation na Indonesiya (PTMitsubishi Chemical lndonesia) zuwa PT Lintas Citra Pratama.Ƙarshen yana gudanar da kasuwanci mai tsabta na terephthalic acid (PTA).

MCCI ya kasance masana'antu da sayar da Ptas a Indonesia tun lokacin da aka kafa shi a cikin 1991. Yayin da kasuwar PTA da kasuwanci a Indonesia suna da kwanciyar hankali da karfi, Ƙungiyar ta ci gaba da yin la'akari da jagorancin kasuwancin yayin da yake ci gaba da sarrafa fayil ɗin tare da mayar da hankali kan ci gaban kasuwa. gasa da dorewa daidai da tsarin kasuwancinsa na "Gina nan gaba".
Wani reshen PT Lintas CitraPratama yana shirin sayar da paraxylene, babban albarkatun PTA, a kudu maso gabashin Asiya.
A baya can, sabbin kayan sinadarai sun ba da rahoton cewa ƙwararrun ƙasashen duniya ciki har da Ineos da Lotte Chemical sun rufe / janye daga ayyukan PTA.

Lotte Chemical ya sanar: ya bar kasuwancin PTA gaba daya

Lotte Chemical ya sanar da cewa yana shirin sayar da hannun jarinsa na 75.01% na Lotte Chemical Pakistan Limited (LCPL) kuma ya fice gaba daya daga kasuwancin terephthalic acid (PTA).Karɓar wani ɓangare ne na dabarun matsakaicin lokaci na Lotte Chemical don ƙarfafa kasuwancin kayan kayan masarufi masu ƙima.

Ana cikin Port Qasim, Karachi, LCPL tana samar da tan 500,000 na PTA a kowace shekara.Kamfanin ya sayar da kasuwancin ga Lucky Core Industries (LCI), wani kamfanin sinadarai na Pakistan, a kan cin biliyan 19.2 (kimanin yuan biliyan 1.06) (Lotte Chemical ya sayi LCPL akan dala biliyan 14.7 a shekarar 2009).LCI galibi yana samar da polyester na PTA, yana samar da tan 122,000 na polyester polymer da tan 135,000 na fiber polyester a kowace shekara a Lahore, yayin da tan 225,000 na soda ash kowace shekara a Heura.

Lotte Chemical ya ce za a yi amfani da kudaden da aka samu daga siyar da kasuwancin PTA don haɓaka kasuwan da ake da su na samfuran ƙarin ƙima kamar polyethylene, polypropylene da polyethylene terephthalate, da faɗaɗa kasuwancin sinadarai na musamman da shigar da kasuwancin kayan muhalli.

A cikin Yuli 2020, Lotte Chemical ya dakatar da samar da PTA a masana'antar ta 600,000-ton / shekara a Ulsan, Koriya ta Kudu, kuma ta canza shi zuwa wurin samar da iskar isophanic acid (PIA), wanda a halin yanzu yana da damar PIA na ton 520,000/ shekara.

Ineos: Ya sanar da rufe sashin PTA

A ranar 29 ga Nuwamba, Ineos ya sanar da cewa yana da niyyar rufe ƙarami da tsofaffi na PTA guda biyu (mai ladabi terephthalic acid) a PX da PTA hadedde kayan aikin a shuka a Herr, Antwerp, Belgium.

Rukunin ya daina samarwa tun shekarar 2022 kuma an fara yin nazari na tsawon lokaci na tsawon lokaci.

Ineos ya ce a cikin sanarwar da ta fitar a bainar jama'a cewa, manyan dalilan da suka sa aka rufe masana'antar su ne: karuwar makamashi, albarkatun kasa da kuma tsadar aiki ya sa kayayyakin da ake samarwa a Turai ba su yi nasara ba tare da fitar da sabon PTA da kuma damar da ake samu a Asiya;Kuma ƙungiyar tana son ƙara mai da hankali kan sabbin kayayyaki masu daraja.

Hauka na samar da albarkatun kasa, buqatar “0″ na kasa?

Duban kasuwannin PTA na cikin gida, ya zuwa yanzu, matsakaicin farashin PTA na shekara-shekara a cikin 2023 ya ragu idan aka kwatanta da 2022.

Ko da yake rikicin Bahar Maliya na baya-bayan nan ya haɗe da rufewar cikin gida da yanayin sanyin sanyi ya haifar, PTA ta ɗaga sama;Duk da haka, ƙarshen ƙarshen umarni na yadi ba su da kyau, jujjuyawar ƙasa, masana'antun saƙa ba su da kwarin gwiwa a kasuwa na gaba, a cikin yanayin haɓakar ƙima na kansu da matsa lamba na kuɗi akan babban farashin albarkatun ƙasa juriya yana da ƙarfi, sakamakon haka. a cikin nau'ikan polyester tabo suna ja da wahala, yana haifar da raguwar riba iri-iri na polyester sosai.
Bugu da ƙari, tare da saurin haɓaka ayyukan haɗin kai, ƙarfin PTA na gaba yana nuna ci gaba mai girma.A cikin 2024, ana sa ran PTA ta cikin gida za ta samar da tan miliyan 12.2, kuma ƙimar ƙarfin PTA na iya kaiwa 15%, ta fuskar ƙarfin samarwa, PTA na iya fuskantar matsanancin matsin lamba.

A cikin 'yan shekarun nan, masana'antar PTA ta cikin gida ta sami wani lokaci na wuce gona da iri da kuma sake canzawa zuwa iya aiki, sauye-sauyen tsarin samar da kayayyaki yana da tasiri sosai a kasuwa, tare da sababbin kayan aiki da aka yi amfani da su, halin da ake ciki na PTA na cikin gida na gaba ko yawan kayan aiki. mai tsanani.

Kawar da sauri!Masana'antu suna ƙara yin gasa
Tare da samar da jerin manyan na'urorin PTA, yawan ƙarfin PTA ya kasance mai girma sosai, kuma gasar masana'antu ta ƙara tsananta.
A halin yanzu, manyan kamfanoni na PTA suna ci gaba da rage kudaden sarrafawa, kama hannun jari, kawar da karfin samar da koma baya, yawancin na'urorin da ke da tsadar sarrafawa an kawar da su, kuma a cikin 'yan shekarun nan, sabbin na'urorin PTA da aka sanya a cikin samar da na'urorin PTA sun fi 2. ton miliyan na na'urori masu tasowa a manyan masana'antu, kuma matsakaicin farashin sarrafa masana'antu ya ragu sosai.A nan gaba, ƙarfin samar da ci gaba zai ƙaru, kuma matsakaicin farashin sarrafawa na na'urar cikin gida na masana'antar don samar da PTA zai ragu tare da samarwa, kuma kuɗin sarrafawa zai kasance a ƙaramin matakin na dogon lokaci.

Saboda haka, a cikin mahallin wuce gona da iri, haɓaka gasar masana'antu, da raguwar riba, babu shakka rayuwar kamfanoni yana da wahala, don haka da alama cewa Ineos, Rakuten, zaɓin Mitsubishi yana da ma'ana, ko dai a mai da hankali kan babban kasuwancin don karkatar da kasuwanci, ko kuma karya makamai don tsira, ko shirya don ƙetare iyaka da sauran dabarun gaba.

Tushen: Cibiyar Kasuwancin Sinadarin Guangzhou, Cibiyar sadarwa