BEIJING, 16 ga Yuli, 2025 – Kasuwar dichloromethane (DCM) ta China ta fuskanci koma-baya mai yawa a rabin farko na shekarar 2025, inda farashin ya faɗi zuwa ƙasa da shekaru biyar, a cewar binciken masana'antu. Ci gaba da samar da kayayyaki da yawa, wanda sabbin faɗaɗa ƙarfin aiki da ƙarancin buƙata suka haifar, ya bayyana yanayin kasuwa.
Ci gaban Maɓalli na H1 2025:
Rushewar Farashi: Matsakaicin farashin ciniki mai yawa a Shandong ya faɗi zuwa RMB 2,338/ton kafin ranar 30 ga Yuni, wanda ya ragu da kashi 0.64% a shekara (YoY). Farashin ya kai kololuwar RMB 2,820/ton a farkon watan Janairu amma ya faɗi zuwa ƙasa da RMB 1,980/ton a farkon watan Mayu - canjin kewayon RMB 840/ton, wanda ya fi faɗi sosai fiye da 2024.
Yawan Samar da Kayayyaki Ya Ƙaru: Sabuwar ƙarfin aiki, musamman ma masana'antar methane chloride mai tan 200,000/shekara a Hengyang wanda ya fara a watan Afrilu, ya tura jimillar yawan fitar da DCM zuwa tan 855,700 (sama da kashi 19.36% na YoY). Babban ƙimar aiki a masana'antu (77-80%) da ƙaruwar samar da DCM don rage asarar da aka samu a cikin Chloroform tare da haɗin gwiwa sun ƙara tsananta matsin lamba na samar da kayayyaki.
Rage Buƙatar Ci Gaba: Duk da cewa injin sanyaya iska na R32 ya yi aiki mai kyau (wanda aka samu sakamakon ƙimar samarwa da kuma buƙatar sanyaya iska mai ƙarfi a ƙarƙashin tallafin gwamnati), buƙatar da aka saba da ita ta kasance mai rauni. Ragewar tattalin arzikin duniya, tashin hankalin ciniki tsakanin Sin da Amurka, da maye gurbinsa da ethylene dichloride mai rahusa (EDC) sun rage buƙata. Fitar da kayayyaki daga ƙasashen waje ya karu da kashi 31.86% na YuY zuwa tan 113,000, wanda ya ba da ɗan sauƙi amma bai isa ya daidaita kasuwa ba.
Ribar da Aka Samu Ta Yi Ta Yi Ta Yiwuwa Amma Ta Fadu: Duk da faduwar farashin DCM da Chloroform, matsakaicin ribar masana'antu ya kai RMB 694/ton (sama da kashi 112.23% YoY), wanda aka samu raguwar farashin kayan masarufi sosai (matsakaicin ruwan chlorine -168 RMB/ton). Duk da haka, ribar ta ragu sosai bayan watan Mayu, inda ta faɗi ƙasa da RMB 100/ton a watan Yuni.
H2 2025 Hasashen: Ci gaba da Matsi & Ƙananan Farashi
Samar da Kayayyaki Zai Ƙara Bunƙasa: Ana sa ran samun sabon aiki mai yawa: Shandong Yonghao & Tai (tan 100,000/shekara a kwata na uku), Chongqing Jialihe (tan 50,000/shekara a ƙarshen shekara), da kuma yiwuwar sake fara amfani da Dongying Jinmao Aluminum (tan 120,000/shekara). Jimillar ƙarfin methane chloride mai inganci zai iya kaiwa tan miliyan 4.37/shekara.
Takamaiman Buƙata: Ana sa ran buƙatar R32 za ta yi laushi bayan ƙarfin H1. Buƙatar sinadaran gargajiya ba ta da kyakkyawan fata. Gasar da EDC mai rahusa za ta ci gaba.
Cost Support Limited: Ana hasashen farashin chlorine mai ruwa zai ci gaba da kasancewa mara kyau da rauni, ba tare da ƙara matsin lamba ba game da farashi, amma yana iya samar da ƙasa ga farashin DCM.
Hasashen Farashi: Ba zai yiwu a rage yawan wadatar da ake samu ba. Ana sa ran farashin DCM zai ci gaba da kasancewa a kan iyaka a ƙananan matakan a duk tsawon H2, tare da yuwuwar raguwar yanayi a watan Yuli da kuma ƙaruwa a watan Satumba.
Kammalawa: Kasuwar DCM ta China na fuskantar matsin lamba mai ɗorewa a shekarar 2025. Duk da cewa H1 ta sami riba mai yawa duk da faduwar farashin, hasashen H2 ya nuna ci gaba da ƙaruwar samar da kayayyaki da kuma ƙarancin buƙata, wanda ya sa farashin ya yi ƙasa a tarihi. Kasuwannin fitar da kayayyaki sun kasance muhimmin hanyar da masu samar da kayayyaki na cikin gida za su iya samun riba.
Lokacin Saƙo: Yuli-16-2025