BEIJING, Yuli 16, 2025 – Kasuwar dichloromethane (DCM) ta kasar Sin ta samu koma baya sosai a farkon rabin shekarar 2025, inda farashin ya fadi zuwa kasa da shekaru biyar, bisa ga binciken masana'antu. Ci gaba da ƙetare, wanda sabon haɓaka iya aiki da ƙarancin buƙata, ya bayyana yanayin kasuwa.
Maɓalli H1 2025 Ci gaba:
Rushewar Farashin: Matsakaicin farashin ciniki mai yawa a Shandong ya faɗi zuwa 2,338 RMB/ton ta 30 ga Yuni, ƙasa da 0.64% na shekara-shekara (YoY). Farashin ya kai 2,820 RMB/ton a farkon watan Janairu amma ya ragu zuwa ƙasa da 1,980 RMB/ton a farkon watan Mayu - kewayon juzu'i na 840 RMB/ton, wanda ya fi na 2024 mahimmanci.
Ƙarfafa Ƙarfafawa: Sabon ƙarfi, musamman ton 200,000 / shekara methane chloride shuka a Hengyang wanda ya fara a watan Afrilu, ya tura jimlar fitarwar DCM zuwa tan 855,700 (sama da 19.36% YoY). Matsakaicin yawan aiki na masana'antu (77-80%) da haɓaka samar da DCM don rage asarar a cikin samfuran haɗin gwiwar Chloroform ya ƙara tsananta matsin lamba.
Bukatar Ci gaban Buƙatar Faɗuwar Gajeru: Yayin da ginshiƙi na refrigerant R32 yayi aiki da kyau (wanda aka ƙera ta hanyar ƙayyadaddun samarwa da ƙaƙƙarfan buƙatun kwandishan a ƙarƙashin tallafin jihohi), buƙatar kaushi na gargajiya ya kasance mai rauni. Tabarbarewar tattalin arzikin duniya, dambarwar cinikayya tsakanin Sin da Amurka, da maye gurbinsu ta hanyar ethylene dichloride mai rahusa (EDC) sun rage bukatar. Fitar da kayayyaki ya karu da kashi 31.86% YoY zuwa tan 113,000, yana ba da ɗan jin daɗi amma bai isa ya daidaita kasuwa ba.
Riba Mai Girma amma Faɗuwa: Duk da faduwar farashin DCM da Chloroform, matsakaicin ribar masana'antu ya kai 694 RMB/ton (sama da 112.23% YoY), wanda ke samun goyan bayan ƙananan farashin albarkatun ƙasa (matsakaicin matsakaicin chlorine -168 RMB/ton). Koyaya, ribar da aka samu ta ragu sosai bayan Mayu, tana raguwa ƙasa da RMB 100/ton a watan Yuni.
H2 2025 Outlook: Ci gaba da Matsi & Ƙananan Farashi
Bayarwa don Ci gaba: Ana sa ran sabon ƙarfin aiki: Shandong Yonghao & Tai (ton 100,000 / shekara a Q3), Chongqing Jialihe (ton 50,000 / shekara ta ƙarshen shekara), da yuwuwar sake farawa na Dongying Jinmao Aluminum (ton 120,000 / shekara). Jimlar ingantaccen ƙarfin methane chloride zai iya kaiwa tan miliyan 4.37 / shekara.
Matsalolin Buƙatun: Ana tsammanin buƙatar R32 za ta yi laushi bayan H1 mai ƙarfi. Bukatar kaushi na gargajiya yana ba da kyakkyawan fata. Gasar daga EDC mai ƙarancin farashi za ta ci gaba.
Cost Support Limited: Farashin chlorine mai ruwa ana hasashen zai kasance mara kyau da rauni, yana ba da ɗan matsatsin tsadar kaya, amma yuwuwar samar da bene don farashin DCM.
Hasashen Farashi: Mahimmancin abin da ya wuce kima ba shi yiwuwa a sauƙaƙe. Ana sa ran farashin DCM zai kasance cikin kewayo a ƙananan matakan ko'ina cikin H2, tare da yuwuwar ƙarancin yanayi a cikin Yuli da girma a cikin Satumba.
Kammalawa: Kasuwar DCM ta kasar Sin tana fuskantar matsin lamba mai dorewa a cikin 2025. Yayin da H1 ya ga rikodi da ribar da aka samu duk da faduwar farashin, hasashen H2 ya nuna ci gaba da karuwar yawan kayayyaki da bukatu da ba a so, yana kama farashin farashi a cikin ƙananan matakan tarihi. Kasuwannin fitar da kayayyaki sun kasance muhimmin kanti ga masu kera a cikin gida.
Lokacin aikawa: Yuli-16-2025