Txoj kev "tiv thaiv-overcapacity" thaum kawg tau mus txog PA66 kev lag luam. Thaum Lub Kaum Ob Hlis 5, 2025, lub rooj sib tham tseem ceeb rau kev lag luam yav tom ntej - "2025 Polyamide 66 Kev Lag Luam Siab- Kev Tshawb Fawb Txog Kev Txhim Kho" - tau tuav hauv Beijing.
Lub rooj sib tham tau npaj los coj cov neeg tseem ceeb hauv kev lag luam los sib tham txog cov tswv yim txhim kho. Lub rooj sib tham, lub ntsiab lus "Optimizing Layout, Driving Innovation, thiab Kev Tsim Kho Tshiab Ecosystem rau Nylon 66 Kev Lag Luam," tau caw cov thawj coj hauv tsev polyamide 66 cov tuam txhab, cov kws tshaj lij thiab cov kws tshawb fawb, thiab cov neeg sawv cev los ntawm tag nrho cov saw hlau los tham txog yuav ua li cas kev lag luam tuaj yeem hloov ntawm kev nthuav dav mus rau qib siab - kev loj hlob zoo thiab kev ruaj ntseg, thiab koom ua ke tshawb nrhiav kev noj qab haus huv thiab kev loj hlob.
Cov qhua tseem ceeb, suav nrog Mr. Sun Jie los ntawm Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam ntawm National Development thiab Reform Commission thiab Mr. Wu Jianyu los ntawm Raw Materials Industry Department ntawm Ministry of Industry thiab Information Technology, tau tuaj koom lub rooj sib tham, mloog cov lus ceeb toom kev lag luam, thiab koom nrog - sib tham tob nrog cov neeg sawv cev ntawm tuam txhab, xa cov teeb liab meej los ntawm lub teb chaws tias tsoomfwv muaj kev txhawj xeeb txog kev lag luam thiab kev loj hlob ntawm kev lag luam.
Kev Lag Luam Dilemma: Kev Loj Hlob Loj thiab Tsis Txaus Siab Loj
Hauv qab lub rooj sib tham yog qhov kev lag luam tsis ntev los no "ob-sided" kev txhim kho. Nyob rau hauv xyoo tas los no, kuv lub teb chaws nylon 66 kev lag luam tau ua tiav kev vam meej, nrog rau kev ua tiav kev tsim khoom hauv tsev ntawm cov khoom siv raw, adiponitrile, rhuav tshem lub sijhawm ntev - sawv kev cia siab rau kev xa khoom thiab tsav tsheb loj hlob hauv kev tsim khoom. Thaum kawg ntawm 2025, nylon 66 polymerization muaj peev xwm tau nce mus txog ze li 1.5 lab tons / xyoo, nrog lub peev xwm loj rau yav tom ntej.
Txawm li cas los xij, thaum ua tiav kev txhim kho leapfrog, kev lag luam tseem ntsib cov teeb meem loj. Nyob rau hauv 2024, nylon 66 kev noj nyob hauv tsev yog kwv yees li 750,000 tons, thiab yav tom ntej qhov nruab nrab txhua xyoo xav tau kev loj hlob yuav tsum tsawg dua 10%. Kev nthuav dav sai ntawm kev tsim khoom muaj peev xwm thiab qhov kev loj hlob qeeb hauv kev thov tau ua rau muaj kev xav tau loj heev -kev thov tsis txaus thiab muaj qhov cuam tshuam loj heev ntawm cov qauv. Qhov kev tsis sib haum xeeb tseem ceeb no tau cuam tshuam ncaj qha rau hauv cov nqi lag luam: txij li xyoo 2025, PA66 tus nqi tau qhia txog qhov kev poob qis tsis tu ncua. Thaum kawg ntawm lub Kaum Ib Hlis, cov nqi hauv tsev tau poob mus rau qhov keeb kwm qis ntawm 14,000-15,000 yuan / ton, plunging tag nrho cov kev lag luam mus rau hauv kev poob siab, thiab tag nrho invalidating cov tsoos ncov lub caij qauv ntawm "golden Cuaj hlis thiab nyiaj lub Kaum Hli." Nws yog qhov tseeb qhov nyuaj qhov teeb meem uas ua rau lub rooj sib tham no thiab kev tsim kev pom zoo tshwj xeeb yog qhov tseem ceeb thiab tseem ceeb heev.
Lub Rooj Sib Tham Kev Pom Zoo: Kev Sib Tham Txog Kev Muaj Peev Xwm Tshaj Plaws thoob plaws Tag Nrho Cov Nyiaj Txiag, Hu Rau Kev Sib Raug Zoo thiab Kev Sib Koom Tes
Ntawm lub rooj sib tham, kev lag luam nyuaj thiab txoj hauv kev kom kov yeej lawv tau dhau los ua cov ntsiab lus tseem ceeb. Cov tuam txhab koom nrog thoob plaws ntiaj teb tau hais txog kev txhawj xeeb tob txog "overcapacity thoob plaws tag nrho cov nqi saw," los ntawm adiponitrile mus rau polymers.
Ib tus neeg sawv cev ntawm Shenma Industrial tau qhia meej meej tias kev sib tw ua lag luam tam sim no yog qhov hnyav heev, thiab cov khoom xa tawm kuj ntsib teeb meem. Lawv tau hais kom cais cov nylon 66 raws li kev txwv kev lag luam los txhawb kev nthuav dav thiab kev sib tw. Ib tus neeg sawv cev los ntawm Huafeng Group tau tshuaj xyuas tias nyob rau tsib xyoos tom ntej no, qhov muaj peev xwm loj dhau, qis - tus nqi sib tw hauv kev lag luam hauv tsev, thiab cov kev txwv thoob ntiaj teb yuav ua rau muaj kev sib tw ua lag luam loj heev, xav tau kev pab ntawm cov koom haum kev lag luam thiab tsoomfwv kom txwv tsis pub muaj kev sib tw tsis sib haum xeeb.