2. Supply Side: Ntau qhov kev ntxhov siab ua rau lub ntiaj teb kev txiav ntau lawm, cov khoom sib txawv tshaj qhov kev cia siab
Yog hais tias tus nqi sab muab qhov 'kev txhawb nqa hauv paus' rau qhov kev nce qib no, ces qhov kev cog lus tsis txaus ntseeg ntawm cov khoom siv sab nraud yog qhov cuam tshuam ncaj qha rau tus nqi nrawm nrawm.
Los ntawm lig 2025 txog thaum ntxov 2026, cuam tshuam los ntawm cov khoom noj tsis tu ncua nruj, kev tsis sib haum xeeb ntawm thaj chaw cuam tshuam rau kev thauj mus los thiab cov sijhawm tsim khoom, thiab ua ke nrog cov phiaj xwm kev saib xyuas lub voj voog, cov tub ntxhais polyurethane saw chaw thoob ntiaj teb- suav nrog cov rau MDI, TDI, Polyether Polyols, thiab experience PO {3} tsis tshua muaj ntau lawm. Ntau chav nyob raug yuam kom ua haujlwm ntawm tus nqi txo, nrog qee qhov kaw ncaj qha. Raws li kev txheeb cais tsis tiav, hauv Q1 2026 ib leeg, ntau dua 1.9 lab tonnes ntawm lub ntiaj teb MDI muaj peev xwm tau cuam tshuam ib txhij, tsim kom muaj qhov sib txawv ntawm cov khoom lag luam dhau los. Cov khoom siv synchronous no-sab kev sib cog lus thoob plaws tuam txhab thiab cheeb tsam yog ib qho tshwm sim tsis tshua muaj keeb kwm, thiab nws qhov cuam tshuam rau tus nqi deb tshaj qhov kev saib xyuas ib txwm muaj ntawm ib qho chaw.
3. Demand Side: Kev thov rov qab muab kev txhawb nqa me me tab sis muaj kev txhawb nqa zoo
Piv nrog rau cov kev hloov pauv ntawm cov khoom lag luam, cov pace ntawm kev thov rov qab yog qhov me me, tab sis nws qhov tseem ceeb ntawm cov khoom yuav tsum tsis txhob kwv yees.
Tuam Tshoj txoj kev txuas ntxiv ntawm nws cov khoom siv hauv tsev hloov pauv txoj cai rau xyoo 2026 ncaj qha muab kev txhawb nqa rau polyurethane nruj thiab hloov pauv ua npuas ntu. Kev lag luam vaj tse yog maj mam ruaj khov raws li txoj cai, nrog rau kev tso tawm ntawm kev thov rau kev txhim kho vaj tse tsav tsheb loj hlob nyob rau hauv kev siv cov ntaub ntawv rwb thaiv tsev, los ntawm cov polyurethane rwb thaiv tsev boards tau txais txiaj ntsig zoo. Xaus-kev siv hauv tsheb sab hauv, khau, thiab khaub ncaws kuj tswj kev loj hlob ruaj khov.
Lub caij no, ib ntus kev daws teeb meem ntawm US -Tuam Tshoj kev sib txhuam kev lag luam thiab kev txo nqi qis qis tau ua rau muaj kev rov qab los sai sai hauv Suav xa tawm ntawm cov khoom siv hauv tsev thiab rooj tog zaum, nthuav dav ntxiv rau cov khoom lag luam polyurethane. Txawm hais tias qhov kev thov- kev txhim kho sab tseem tsis tau nkag mus rau theem kev loj hlob tawg, nws qhov kev ruaj khov thiab cov yam ntxwv ntawm cov qauv muab cov kev txhawb nqa tsim nyog rau kev ua haujlwm siab - nqi.
4. Kev tshaj tawm quab yuam majeure thiab nqe lus ceeb toom nce nqi los ntawm cov tuam txhab ua lag luam txhawb kev lag luam kev cia siabTom qab tus nqi sib sau ua ke hauv cov saw hlau, kev ua ntawm cov tuam txhab ua lag luam tau ua lub luag haujlwm tseem ceeb 'accelerator'. Tau ntsib ob qhov kev ntxhov siab ntawm cov nqi khoom noj nce ntxiv thiab tsis tu ncua nruj, cov neeg tsim khoom lag luam thoob ntiaj teb polyurethane tau ua tiav cov lus tshaj tawm quab yuam majeure thaum sib faib cov lus ceeb toom nce nqi, nrog qee lub tuam txhab siv ntau qhov kev nce ntxiv hauv lub sijhawm luv luv. Cov kev ua no tsis tau tsuas yog thawb ncaj qha mus rau tus nqi nruab nrab rau cov khoom tseem ceeb xws li MDI thiab TDI tab sis kuj tau tsim cov nyhuv ripple, rub tus nqi rau kev txhawb nqa cov khoom xws li Polyether Polyols, catalysts, additives, blowing agents, thiab silicone oils. Qhov no ntxiv dag zog rau kev ua lag luam kev cia siab rau cov nqi siab, tsim kom muaj tus kheej - txhawb nqa lub voj voog ntawm 'cov khoom nruj → nqe nce siab → kev npaj ua ntej → txawm tias cov khoom nruj dua'.