Catalizike ya Politiki + Kunoza amasoko - Gusaba Dynamics Gutera Imbere Iterambere munganda za PVC

Mu gihe kirekire, inganda za PVC mu Bushinwa zishimangirwa n’ifatizo zifatika zo kubona ibintu neza. Icya mbere, gushyira mu bikorwa politiki ya "anti - uruhare", harimo ibiciro bitandukanye by’amashanyarazi no kuvanaho imisoro ku bicuruzwa byoherezwa mu mahanga, bizihutisha gukuraho ubushobozi buke. Icya kabiri, kwisi yose PVC kwiyongera kwubushobozi bizakomeza kuba byoroheje mumyaka iri imbere, biganisha ku iterambere gahoro gahoro kubitangwa - ibisabwa. Icya gatatu, guhangana ku isi mu nganda za PVC mu Bushinwa bikomeje kwiyongera, hamwe n’ahantu hanini ho kwaguka ku masoko yohereza ibicuruzwa hanze.

Mu rwego rwo kurushaho kunoza politiki y’imbere mu gihugu "kurwanya - uruhare", kuva ku ya 24 kugeza ku ya 31 Mutarama 2026, itsinda ry’ubushakashatsi bwa Guo Tai Futures ryasuye Shaanxi, Ningxia na Mongoliya Imbere - uturere dutatu twa PVC - zitanga umusaruro mu Bushinwa. Icyari kigamijwe kwari ugusuzuma ingaruka nyazo za politiki y’ibanze nko kugena ibiciro bitandukanye by’amashanyarazi no kuvanaho imisoro ku bicuruzwa byoherezwa mu mahanga ku nganda za PVC, no kugenzura aho igabanuka ry’ubushobozi, imikorere y’ibigo, ndetse no ku isoko - itangwa ry’ibintu -. karbide - ishingiye kuri PVC. Bakira kandi toni miliyoni 22.89 z'ubushobozi bwa kariside ya calcium, bingana na 60.88% by'ubushinwa bwa kariside ya calcium. Byongeye kandi, utu turere ni uturere tw’icyitegererezo ku biciro bitandukanye by’amashanyarazi, bigatuma icyitegererezo cyubushakashatsi gihagarariye cyane inganda.

Ubu bushakashatsi bwibanze kuri politiki ebyiri zingenzi: ibiciro bitandukanye by’amashanyarazi no kuvanaho imisoro ya PVC yoherezwa mu mahanga. Nka ngamba zingenzi zishingiye kuri politiki ya "anti - uruhare", byombi byagize ingaruka zikomeye kumiterere yikiguzi, imiterere y’ibicuruzwa byoherezwa mu mahanga no kuvanga ubushobozi bw’inganda za PVC.

Ku bijyanye n’ibiciro bitandukanye by’amashanyarazi, Ishami ry’inganda n’ikoranabuhanga mu itumanaho ry’Intara ya Shaanxi ryasohoye umushinga w’inyandiko ngishwanama mu Kuboza 2025, iteganya gushyira mu bikorwa ku mugaragaro ibiciro by’amashanyarazi bitandukanye guhera ku ya 1 Nyakanga, bikubiyemo inganda ndwi - inganda zikomeye zirimo kariside ya calcium na PVC. Ubushobozi bwa PVC hamwe na calcium ya karbide muri Shaanxi bingana na 7.18% na 9% byigihugu cyose, kandi politiki izazamura mu buryo butaziguye ibiciro by’umusemburo wa kariside ya kariside. Nkuko ubushakashatsi bwabigaragaje, politiki ishobora kuba ishyirwa mu bikorwa kandi igashyiraho urufatiro rwo gutangiza igihugu cyose. Bimaze gushyirwa mu bikorwa, ibiciro bya PVC muri Shaanxi biteganijwe ko bizazamuka ku giciro cya 70 kuri toni, munsi y’ibigereranyo. Ibigo bishobora gukumira ingaruka binyuze mu makara - gusimbuza kwota y’amashanyarazi no gutanga amasoko yo hasi ya - igiciro cya kariside ya calcium yo mu gihugu cya Mongoliya yo mu gihugu cya Mongoliya, bikavamo ingaruka nkeya ku bakora inganda za PVC. imbogamizi ku biciro by'inganda.

Ku ya 9 Mutarama, Minisiteri y’Imari n’ubuyobozi bwa Leta bw’imisoro bafatanijeItangazo ryo Guhindura Politiki yo Kugarura Ibicuruzwa byoherezwa mu mahanga kuri Photovoltaic nibindi bicuruzwa. Kugeza ubu, benshi mu bohereza ibicuruzwa hanze ya PVC babanje kugurisha ibicuruzwa - kugeza muri Gashyantare, aho usanga ibigo bimwe na bimwe bigabanya ubucuruzi bw’imbere mu gihugu kugira ngo bihindure ibicuruzwa by’amahanga, bishyigikira urwego rw’ibicuruzwa. Bitewe na gahunda yo kohereza ibicuruzwa, biteganijwe ko ibyoherezwa mu mahanga PVC bizagabanuka mu ntangiriro za Werurwe. Hamwe n’igihe cy’imvura mu majyepfo y’iburasirazuba no muri Aziya yepfo, ibyoherezwa mu mahanga bizinjira mu gihe cyo guhindura imihindagurikire y’imihindagurikire y’ikirere nyuma ya Mata, aho igabanuka rishobora gukomeza kugeza muri Nyakanga. Dufatiye ku nganda, gukuraho imisoro ku bicuruzwa byoherezwa mu mahanga biteganijwe ko bizamura ibiciro mpuzamahanga bya PVC kandi bigateza ivugurura ry’ubucuruzi mu karere mu gihe gito. Icyakora, mu gihe kirekire, urebye ibiciro by’Ubushinwa bifite akamaro n’ubushobozi, politiki izateza imbere kwagura ibicuruzwa byoherezwa mu mahanga no gutandukanya ibicuruzwa. Hagati aho, ingaruka kuri Ethylene yo mu rugo - zishingiye ku bicuruzwa bya PVC ni bike, mu gihe inganda - z’ibiciro biri muri Henan, Shandong no mu tundi turere zishobora guhura n’igitutu cyo gukuraho ubushobozi.

Ku bijyanye n’ibikorwa by’amasosiyete, inganda za PVC muri Shaanxi, Ningxia na Mongoliya Imbere muri rusange zigumana amafaranga meza nta gihombo cyanditswe. Gusa hagati - kugeza - mu mpera z'Ukuboza 2025, ibigo bimwe na bimwe byateje igihe gito igihombo cy’amafaranga kubera igabanuka rikabije rya PVC n’ibiciro bya soda ya caustic. Muri kiriya gihe, ibicuruzwa ku giciro gito - PVC munsi ya 4000 yuan / toni na soda ya caustic soda iri munsi ya 2000 yuan / toni - byari bike, kandi ibigo byashubije bifata ibyemezo ku biciro no kugabanya ibyasinywe.Mu gihe cy’ubushakashatsi, igiciro cya PVC SG-5 cyazamutse hejuru y’amafaranga 4.500 / toni200000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000 ku ntera ishyize mu gaciro.

Kubijyanye no gukuraho ubushobozi, inganda zerekana itandukaniro ryakarere. Dushingiye ku nyungu z’amakara n’amashanyarazi, akarere k’amajyaruguru y’iburengerazuba kahindutse igiciro cy’igihugu ku bicuruzwa bya PVC. Ibigo byose byakoreweho ubushakashatsi byizeraga ko aka karere katazaba abambere mu kugabanya ubushobozi. Carbide karbide - ikorera muri PVC ikorera muri Henan, Shandong no mu tundi turere, iremerewe n’ibiciro biri hejuru cyane, birashoboka cyane ko iri mu cyiciro cya mbere cy’ubushobozi bwakuweho. Ubwoko bw’imishinga, leta - zifite umutungo muke {6 na - ibicuruzwa; bamwe nabo bafite ibibazo byo kohereza ibicuruzwa hanze. Ibinyuranye na byo, ibigo byigenga bikomeza imikorere myiza no kubona ibintu neza ku isoko, bishyigikiwe no guhuza inganda zuzuye, inyungu z’ibiciro by’amashanyarazi bwite -, hamwe n’ibiciro byoroshye no kugurisha.

Ibigo umunani PVC bivugwa muri ubu bushakashatsi birimo ibigo - bya Leta, ibyigenga n’ibigo bya Leta - ibigo bifite (CSOEs), bifite itandukaniro rikomeye mu bikorwa muri byo. Ibigo bya Leta - ahanini bifite ibibazo biterwa n’inganda zuzuye zuzuye n’umuvuduko ukabije w’ibikorwa. Ibigo byigenga muri rusange byizeye isoko ryigihe kizaza bitewe no kugenzura ibiciro nibikorwa byoroshye. Nubwo imirongo imwe yibicuruzwa bya CSOEs ikora igihombo, ikomeza ibikorwa bihamye hamwe nibyiza murwego rwuzuye - imiterere yibicuruzwa no kugurisha amafaranga, bikagira amakenga mubyizere ku isoko.

Uhujije ingaruka za politiki, ibikorwa byamasosiyete no kumiterere yisoko ryurubuga -, isoko rya PVC biteganijwe ko rizerekana "hejuru mbere yiminsi mikuru, munsi yikiruhuko" mugihe gito. Mu gihe kirekire, izabona iterambere ryimbere rishyigikiwe nabashoferi babiri ba catalizike ya politiki hamwe no gutanga isoko - bakeneye imbaraga.

Isoko rya PVC ryiboneye "isoko rito ryamasoko" mbere yiminsi mikuru yimpeshyi, iterwa nimpamvu enye zingenzi: Icya mbere, izamuka ryibiciro bya kariside ya calcium byatanze inkunga yibiciro. Icya kabiri, muri rusange ibarura rya PVC mubakora ibicuruzwa byo mu gihugu ryakomeje kuba muke, hamwe n’ibicuruzwa byambere - byumweru 2-4. Umusaruro mbere y’Iserukiramuco wagurishijwe hafi kugurishwa, bituma ibigo bihagarara neza mubiganiro byibiciro. Icya gatatu, "ibicuruzwa byoherezwa mu mahanga" mbere y’ivanwaho ry’imisoro ku bicuruzwa byoherezwa mu mahanga byakomeje gushimangira ibiciro. Icya kane, ibiciro bya soda ya caustic byungutse uruhande rw’ibiciro by’umusaruro wa PVC.

Nyuma yiminsi mikuru, ariko, isoko izahura ningutu nyinshi. Ku ruhande rumwe, ibyoherezwa mu mahanga bizagabanuka nyuma yo kurangiza idirishya rya "kwihuta kohereza hanze". Ku rundi ruhande, ibiteganijwe gukorwa mu ibarura ry’imbere mu gihugu no kugabanya ubukene bw’imbere mu gihugu, hamwe no gukuraho imisoro ku bicuruzwa byoherezwa mu mahanga, bizagereranya ibiciro.

Mu gihe kirekire, inganda za PVC mu Bushinwa zigumana ishingiro ryiza. Ubwa mbere, gushyira mu bikorwa politiki ya "anti - uruhare", harimo ibiciro bitandukanye by’amashanyarazi no kuvanaho imisoro ku bicuruzwa byoherezwa mu mahanga, bizihutisha kurandura ubushobozi buke, kuzamura imiterere y’inganda, kandi bizakomeza kongera isoko ku isoko ry’ubushobozi buke -. kuba toni 705.000 gusa, byerekana intangiriro yo kugabanuka kw'ibicuruzwa. Kwiyongera kwubushobozi bwa PVC kwisi yose hamwe no kwihutisha gukuraho ubushobozi budakorwa mumyaka iri imbere bizatuma habaho iterambere gahoro gahoro itangwa - kuringaniza ibisabwa. Icya gatatu, inganda za PVC mubushinwa zifite igiciro cyiza nibyiza byubushobozi. Mu gihe ubushobozi buke mu mahanga, guhangana ku isi mu nganda za PVC mu Bushinwa bikomeje gushimangirwa, bitanga amahirwe menshi yo kohereza ibicuruzwa hanze.

Muri rusange, itangwa ryiza - risaba imbaraga hamwe na politiki yo kurwanya "- uruhare" itanga ubufasha bubiri ku nganda za PVC, byemeza ko igihe kirekire - cyerekezo cyiza.