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in 东PP supply 商面临挑战
亚洲 polypropylene (PP) (PP) production capacity large expand 张, can can pressure in 东 区PP supply in 亚洲 区 market 份额.
future expand can in in 亚洲
future 3 year, full new increase PP production capacity 80% will in 亚洲 区. 该 区 new increase PP production capacity will ultra- 800 10,000 tons / year, its in 逾2/3发生 in China.
but also, future 3 year, in 东 区PP production capacity expand relatively is has 限, has sleeve/set newly built PP plant/unit will start production. its in sleeve/set is Orpic company 位于阿曼 newly built 30 10,000 tons / year PP plant/unit, expected in 2020 year degree formed start production;另一 sleeve/set is Borouge company 位于阿联酋 一 sleeve/set newly built 45 10,000 tons / year PP plant/unit, expected in 2022 year formed start production.
亚洲 is in 东PP main/primary export
安迅思 supply and demand data 显示, in 东 区 is full most large PP净 export 区. 该 区逾40% PP export product toward market. currently, China year Imported 约500 10,000 tons PP product. 自2017 year 以, in export product China PP Imported amount 约1/5.
2018 year, China PP Imported main/primary 自于东北亚, 亚太 区 and in 东 区, its in 自于东北亚 占40.6%, 自于亚太 区 占32.6%, in 东 占21.1%. 2019 year front 9 month, 自东北亚 PP占38.8%, 自于亚太 区 占34.4%, in 东 占21%.
future, in 东 区 production PP or more more toward and Europe market, is this market demand expected has increase, meanwhile production capacity 几乎没 has expand 张.
in 东PP still has relatively strong/high competition force
尽 tube/pipe future year production capacity expand will belt/tape full 球PP trade 流 变化, in 东 区 in 亚洲PP market will to 支撑. in market low 迷之际, in 东 区 production has more large lower 调报价空间, and other 区 同行 versus ratio, in 东 区拥 has cost advantages.
and production versus ratio, using/adopting types production process, use liquid 化石油 gas (LPG) as is raw materials in production 商, still has strong/high large cost advantages. in 东 区LPG supply 充裕, China 则依赖原油 and and other Raw Materials Imported.
China 买家也认 is in 东PP货 material quality more good, is and production material versus ratio, in 东 区 production PP product property has machine combined material content more low. in China PP production in, use 丙烷脱 hydrogen (PDH) plant/unit production propylene as is PP production raw materials enterprise, its profit rate ratio 直接购买 propylene and alcohol as is production raw materials PP enterprise profit rate need high very more. however, China PDH plant/unit raw materials main/primary is from in Imported. this 意味, tube/pipe most 近PP price fall, in production profit rate still high 于亚洲 production 商.
in addition, and inner production in stock versus ratio, 出于进行 for and sleeve/set 利 目, Imported futures material in China futures and in stock market easy in very 受欢迎, is inner production in stock need 支付仓储费. 消息人士称, from in 东运 货 material usually need to month time can China, this make it formed is large product easy (DCE) futures combined 约 完美 rear 盾.
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