Say Presyo na PVC Raw Material et Biglan Inmatagey ed China Lapud Geopolitical Conflicts tan Supply-Demand Agbalance
Biglan Inmatagey so Presyo na PVC Raw Material ed China Lapud Geopolitical Conflicts tan Supply-Demand Agbalance
Manlapu nen Marso 2026, say merkado na polyvinyl chloride (PVC) ed China et akanengneng na baleg ya pananguman. Say presyo na manunan materyales, say ethylene tan calcium carbide, et inmatagey a maong, ya sengegan na inmatagey na presyo na PVC spot - ya say ethylene-based PVC et inmatagey na masulok ya 26% tan say calcium carbide-based PVC ya ngalngalin 24%. Saya so angiter na baleg a pressure ed saray manag-awit na industriya, a singa say Hubei Jinlong Industry Co., Ltd., sakey a manunan negosyo ya man-espesyalisar ed saray materyales parad awning tan abel ed patalastas, ya mandedependin maong ed PVC bilang manunan materyales to.
Say itatagey na presyo et lapud dakel a bengatla. Parad calcium carbide-based PVC (ya mankantidad na masulok ya 80% na produksyon na PVC na China), say itatagey na presyo na calcium carbide - lapud mas atagey a gastos ed thermal coal tan mas malet iran kontrol ed kaliberliber tan kaligenan diad saray manunan lugar ya manpapawala - so amaatagey ed gastos ed produksyon. Say benchmark ya presyo na calcium carbide et akasabi ed 2,486 yuan/ton nen Marso 16, tan wala ray rehyon ya akasabi ed 2,910 yuan/ton.
Parad ethylene-based PVC, say manunan pressure et manlalapud agmanguman-uman ya presyo na krudo ed interon mundo. Kayari na impan-atake na US tan Israel ed Iran nen Pebrero 28, insebel na Iran so Strait of Hormuz, sakey a manunan rota na panaglako na langis. Say Brent crude et aminsan ya linmampas ed $118/baril, ya sengegan na inmatagey na presyo na ethylene ed East China na masulok ya 45% ed loob na duaran simba, manlapud 6,000 yuan/ton ya anggad 8,800-10,000 yuan/ton.
Say masimpit a suplay so lalon amabiskeg ed itatagey na presyo. Say domestic PVC operating rate et inmabeba ed 78.49% nen Marso lapud enterprise maintenance, tan say balon kapasidad nen 2026 et daiset labat. Diad biek-taew, masulok ya 2 milyon a tonelada na kapasidad na PVC so insara, ya amabiskeg ed saray eksport na PVC na China.
Say daiset ya impawil na pankaukolan so onsusuporta met ed itatagey na presyo. Lapud saray totontonen ed bansa, say operating rate na PVC pipe tan profile enterprises et inmatagey ed 62% nen sampot na Pebrero. Lapud kinansela na India iray makanakanan panameget, say PVC exports na China et iilaloan ya ombaleg na 20% ed sayan taon.
Naimano na saray analista ya say uso na presyo et mandedepende ed geopolitical tensions tan saray galaw na krudo: say de-escalation et nayarin pansengegan na ipetek na presyo, bangta say andukey iran panlalaban odino mas malet iran kontrol so mamasiansia ed presyo ya atagey. Parad saray negosyo a singa say Hubei Jinlong Industry Co., Ltd., maabig no bantayan a maong iray pananguman ed merkado, paaligwasen so pansaliw na raw material, tan umanen iray plano ed produksyon pian nabawasan iray peligro manlapud ag-inkayadyari na presyo.
