Vidutinis metinis gamybos mastas Kinijoje nuo 2021 m. iki 2023 m. gerokai išaugo ir pasiekė 2,68 mln. tonų per metus; Tikimasi, kad 2024 metais vis dar bus pradėta eksploatuoti 5,84 mln. tonų gamybos pajėgumų. Jei nauji gamybos pajėgumai bus įdiegti pagal planą, tikimasi, kad vietiniai PE gamybos pajėgumai, palyginti su 2023 m., padidės 18,89%. gamybos pajėgumų, vidaus polietileno gamyba kasmet didėjo. Dėl koncentruotos gamybos regione 2023 m. šiais metais bus pridėta naujų įrenginių, tokių kaip Guangdong Petrochemical, Hainan Ethylene ir Ningxia Baofeng. The production growth rate in 2023 is 10.12%, and it is expected to reach 29 million tons in 2024, with a production growth rate of 6.23%.
From the perspective of imports and exports, the increase in domestic supply, combined with the comprehensive impact of geopolitical patterns, regional supply and demand flows, and international freight rates, has led to a decreasing trend in the import of polyethylene resources in China. According to customs data, there is still a certain import gap in the Chinese polyethylene market from 2021 to 2023, with import dependence remaining between 33% and 39%. With the continuous increase in domestic resource supply, the increase in product supply outside the region, and the intensification of supply-demand contradictions within the region, export expectations continue to grow, which has attracted more and more attention from production enterprises. Tačiau pastaraisiais metais, dėl lėto užsienio ekonomikos, geopolitinių ir kitų nekontroliuojamų veiksnių atsigavimo, eksportas taip pat patyrė didelį spaudimą. Tačiau, atsižvelgiant į dabartinę vidaus polietileno pramonės pasiūlą ir paklausą, būtina ateities į eksportą orientuotos plėtros tendencijas.
Akivaizdus Kinijos polietileno rinkos augimo tempas nuo 2021 m. Iki 2023 m. Svyruoja nuo –2,56% iki 6,29%. In recent years, due to the slowing pace of global economic growth and the continued impact of international geopolitical tensions, international energy prices have remained high; On the other hand, high inflation and interest rate pressures have led to slow growth in major developed economies around the world, and the weak manufacturing situation worldwide is difficult to improve. Kaip plastikinės produkto eksportuojanti šalis, Kinijos išorės paklausos užsakymai daro didelę įtaką. With the passage of time and the continuous strengthening of monetary policy adjustments by central banks around the world, the global inflation situation has eased, and signs of global economic recovery have begun to emerge. However, the slow growth rate is irreversible, and investors still hold a cautious attitude towards the future development trend of the economy, which has led to a slowdown in the apparent consumption growth rate of products. It is expected that the apparent consumption of polyethylene in China will be 40.92 million tons in 2024, with a month on month growth rate of 2.56%.
Paskelbimo laikas: 2024-07-07