Peev Xwm Saum 11 lab T / y, Tab sis Margins Diverge: Ib Theem Tshiab Rau Tuam Tshoj Polyether Market?-2

Oct 16, 2026 Tso lus

Exports tseem loj hlob, tab sis tus qauv hauv xyoo tau hloov pauv

Kev lag luam txawv teb chaws tseem yog qhov chaw tseem ceeb rau Tuam Tshoj cov khoom siv polyether polyol. Nyob rau lub Ib Hlis-Lub Xya Hli 2026, Tuam Tshoj tau xa tawm kwv yees li 1.773 lab tonnes, nce 14.6% xyoo rau xyoo; Kev xa tawm yog kwv yees li 0.124 lab tonnes, nqis 29.5%, ntxiv dag zog rau kev lag luam net-export txoj haujlwm. Txawm li cas los xij, kev loj hlob ntawm kev xa tawm tsis sib npaug ntawm lub xyoo. Kev xa khoom tau mus txog qhov tseeb siab ntawm 0.422 lab tonnes hauv lub Peb Hlis, tom qab ntawd poob sai sai rau ib ncig ntawm 0.190 lab tonnes hauv lub Plaub Hlis. Txij lub Tsib Hlis mus txog Lub Xya Hli, cov khoom lag luam txhua hli tau rov qab mus rau 0.18-0.22 lab tons. Hauv lwm lo lus, kev xa tawm tau pom tus qauv meej ntawm kev tso tawm pem hauv ntej ua raws li kev rov qab mus rau qib qub dua.

Tuam Tshoj txoj kev txawv teb chaws polyether polyol ntws kuj tseem nyob hauv thaj chaw sib txawv. Nyob rau lub Ib Hlis-Lub Yim Hli, Is Nrias teb yog qhov chaw loj tshaj plaws ntawm ib qho ntawm 0.238 lab tonnes, tom qab ntawd Türkiye ntawm kwv yees li 0.191 lab tonnes thiab Nyab Laj nyob ib ncig ntawm 0.149 lab tonnes. Indonesia, Russia, Brazil thiab Mexico kuj tseem khaws cov ntsiab lus ntim. Raws li kev muaj peev xwm ntawm cov khoom siv hauv tsev txuas ntxiv nthuav dav, cov lus nug tseem ceeb tsis yog qhov tsuas yog tias kev xa tawm tuaj yeem loj hlob tuaj, tab sis txawv teb chaws kev lag luam tuaj yeem nqus cov khoom lag luam suav ntxiv raws li tus nqi, sijhawm thiab cov khoom sib xyaw.

Daim duab 3 Tuam Tshoj Polyether Polyol Export Qauv thiab Cov Chaw Loj Hauv Xyoo 2026

Figure 3

Cov nqi tau nce siab thoob plaws hauv Pawg Thawj Coj, tab sis tsis yog txhua qib khwv tau ntau dua

Tus nqi theem ntawm cov khoom lag luam polyether polyol tseem ceeb tau nce ntau xyoo dhau los. Thaum kawg ntawm lub Cuaj Hli, tus nqi nruab nrab ntawm cov khoom siv ua npuas ncauj hloov pauv yog kwv yees li RMB 9,847 / mt, nce ib ncig ntawm 26% ntawm qhov nruab nrab xyoo 2025; high-resilience polyether nruab nrab txog RMB 10,319 / mt, nce 25%; CASE polyether nruab nrab kwv yees li RMB 10,302 / mt, nce 27%; thiab tawv ua npuas ncauj polyether nruab nrab ntawm RMB 9,849 / mt, nce 21%. Pa POP thiab siab-resilience POP nruab nrab kwv yees li RMB 10,501 / mt thiab RMB 10,854 / mt, raws li, sawv cev nce txog 24% thiab 21% ntawm lawv qhov nruab nrab 2025.

Nyob rau hauv lub xyoo, polyether polyol tus nqi tseem txuas nrog rau cov nqi nce propylene oxide (PO). Nyob rau lub Peb Hlis thiab Plaub Hlis, roj av, propylene thiab PO cov nqi tau nce sai, nqa tus nqi hla cov qib polyether polyol loj. Nyob rau hauv lub quarter thib ob, PO cov nqi thim rov qab thiab qhov dhau los ntawm cov nqi siab rau cov neeg siv khoom kawg tau ntsib kev tawm tsam, ua rau muaj kev kho dav dav. Lub Yim Hli thiab Lub Cuaj Hli, kev ua lag luam muaj zog dua li PO tau nce siab dua. Zuag qhia tag nrho, tus nqi hloov pauv hauv 2026 tseem tau pom tus qauv tus nqi-tsav, tab sis lub peev xwm dhau los ntawm cov nqi nce ntxiv los ntawm cov khoom.

Daim duab 4 Tus Nqi Nruab Nrab rau Loj Polyether Polyol Qib hauv 2025 thiab Lub Ib Hlis-Sep 2026

Figure 4