Tus nqi ABS thiab PC nce siab heev ntawm RMB 600/ton; PA nce siab RMB 300/ton; PE nce siab txog RMB 550/ton.
Kev Hloov Kho Tus Nqi Lub Cuaj Hli Pib: Wanhua, BASF thiab Lwm Cov Tuam Txhab Tshuaj Loj Tshaj Tawm Kev Nce Tus Nqi Sib Npaug.
Txij li thaum lub Cuaj Hlis 1, cov ntawv ceeb toom hloov kho tus nqi uas tau tshaj tawm los ntawm ntau lub tuam txhab tshuaj lom neeg hauv tebchaws thiab txawv teb chaws tau pib siv. Ntau lub lag luam suav nrog polyamides, cov tshuaj pleev xim thiab cov tshuaj siv hluav taws xob tau pom tias tus nqi nce dav dav. Kev cuam tshuam ntawm geopolitical uas thawb cov nqi khoom siv raw ua rau tus neeg tsav tsheb tseem ceeb tom qab qhov kev nce nqi no.
Kev Lag Luam Polyamide (Nylon): BASF Qhov Kev Nce Nqi Thib Peb Xyoo No
BASF tau nce tus nqi rau caprolactam, nylon 6 thiab nylon 6/66 copolymers hauv North America txij li lub Cuaj Hlis 1 los ntawm USD 0.08 ib phaus, sib npaug li RMB 1,197 ib tuj. Qhov no yog qhov kev nce tus nqi thib peb ntawm lub tuam txhab rau cov khoom lag luam ntsig txog nylon hauv xyoo 2026. BASF tau sau tseg tias kev kub ntxhov thoob ntiaj teb tseem niaj hnub ua rau muaj kev cuam tshuam rau cov khoom siv nylon, thiab kev hloov kho tus nqi ntxiv tseem ua tau mus tom ntej.
Kev Lag Luam Txheej Txheem & Cov Resin: Ntau Lub Tuam Txhab Tsim Khoom Nqa Cov Nqi Rau Acrylics thiab Hmoov-Txheej Txheem Resins
Sherwin-Williams tau nce tus nqi 8% rau nws cov khoom lag luam Coatings Store Group txij li lub Cuaj Hlis 1. Lub tuam txhab tau hais tias nws tau teem sijhawm hloov kho tom qab lub caij nyoog siab tshaj plaws los txo cov kev cuam tshuam rau cov neeg siv khoom qis.
Allnex tib lub sijhawm tsa cov lus hais rau cov tshuaj pleev xim hmoov, nrog rau cov tshuaj pleev xim sab hauv tsev, cov tshuaj pleev xim dav dav thiab cov tshuaj pleev xim tiv taus huab cua tag nrho nce RMB 500 ib tuj.
Hengshui Xinguang New Materials twb tau nce tus nqi rau cov khoom siv pleev xim rau vaj tse thiab cov khoom siv tiv dej rau lub Yim Hli 25.
Wanhua Chemical tau tsa tus nqi rau acrylic acid thiab butyl acrylate. Acrylic acid thoob plaws Northeast, North thiab East China tau nce RMB 200 ib tuj mus rau RMB 8,200 ib tuj; butyl acrylate hauv ntau thaj tsam tau nce RMB 400 ib tuj mus rau RMB 9,300 ib tuj.
Kev Kho Tus Nqi Khoom Siv Hluav Taws Xob: Nan Ya Plastics Theem Kev Hloov Kho Tus Nqi rau CCL thiab PP
Txij li thaum lub Cuaj Hlis 1, Lub Chaw Haujlwm Khoom Siv Hluav Taws Xob ntawm Nan Ya Plastics tau pib hloov kho tus nqi rau cov ntawv ci tooj liab (CCL) thiab prepreg (PP). Cov ntawv ceeb toom kev lag luam thawj zaug tau hais txog qhov yuav nce ntxiv ntawm 20% ‑ 25%. Cov kev hloov kho no yog los ntawm tus nqi siab dua rau cov ntawv ci tooj liab, daim ntaub iav fiber thiab cov khoom siv resin tseem ceeb, nrog rau kev muab cov ntaub iav tsawg ua rau cov nqi yuav khoom siab dua.
Tom qab ntawd lub tuam txhab tau piav qhia meej tias tsis muaj kev nce nqi ib zaug 20%. Hloov chaw, kev hloov kho raug sib tham ib tus zuj zus nrog txhua tus neeg siv khoom thiab dov ua ntu zus.
Cov Tshuaj Yooj Yim: Tus Nqi Sib Xws Nce Hauv Ntau Qib Los Ntawm Wanhua Thiab BASF
Wanhua Chemical tau tsa cov lus hais tawm ntawm lub Hoobkas rau ntau yam tshuaj lom neeg yooj yim thoob plaws Suav teb: butadiene hauv Shandong tau nce RMB 180 ib tuj; methyl tert-butyl ether tau nce RMB 50 ib tuj; tert-butanol tau nce RMB 100 ib tuj; styrene hauv North thiab East Suav teb tau nce RMB 200 ib tuj; n-butanol thoob plaws lub tebchaws tau nce RMB 100 ib tuj; LDPE pellets hauv Shandong, East thiab South Suav teb tau nce RMB 50-100 ib tuj.
BASF tau nce tus nqi ntawm cov neopentyl glycol thiab 1,6-hexanediol hauv Tebchaws Europe thiab North America. Cov neopentyl glycol hauv Tebchaws Europe tau nce EUR 250 ib tuj (kwv yees li RMB 1,944 ib tuj); North-American neopentyl glycol tau nce USD 221 ib tuj (kwv yees li RMB 1,500 ib tuj). Cov 1,6-hexanediol hauv Tebchaws Europe tau nce EUR 300 ib tuj (kwv yees li RMB 2,332 ib tuj).
Dab Tsi Tom Qab Tus Nqi Nce Siab: Tus Nqi Dhau Los Ntawm Kev Cuam Tshuam Kev Muab Khoom Geopolitical
Tus nqi nce siab ntawm cov khoom siv tshuaj lom neeg tau rov qab mus rau qhov kev sib zog ntawm lub zog thoob ntiaj teb thiab cov khoom siv tshuaj lom neeg yooj yim. Txij li lub Peb Hlis 2026, kev tsis sib haum xeeb hauv thaj chaw hauv Middle East tau cuam tshuam kev xa khoom hla Strait of Hormuz. Kwv yees li 20% ntawm kev lag luam roj av thoob ntiaj teb thiab cov khoom siv tshuaj lom neeg ntau tau raug cuam tshuam. Tus nqi roj thoob ntiaj teb tau nce siab dua, thaum cov khoom siv ntawm cov khoom siv ntau xws li benzene thiab ethylene tau poob qis thiab tus nqi tau nce siab. Kev nyuaj siab ntawm tus nqi nce siab yog cascading los ntawm cov saw hlau kev lag luam downstream.
Lub sijhawm tshaj tawm: Cuaj hlis-04-2026