Politiki yɛlɛmani + sɔrɔli fisaya-ɲini yɛlɛmani be yɛlɛmani dɔɔni don PVC baarakɛyɔrɔ la

O kɔ, Sinuwaw ka PVC baarakɛyɔrɔ basiginin lo ni jusigilan barikamanw ye walisa ka ɲɛtaga sɔrɔ. A fɔlɔ, "anti-involution" politiki waleyali tuma bɛɛ, i n'a fɔ kuran sɔngɔ danfaranin ani kɔkanfeere lɛnpo yɛlɛmani bɔli, o bena seko minw tɛ baara kɛ, olu bɔli teliya. A filanan, diɲɛ kɔnɔ PVC seko kura yiriwali bena to dɔɔni dɔɔni saan nataw la, o bena kɛ sababu ye ka yɛlɛmani don dɔɔni dɔɔni sɔrɔli-ɲini hakɛ la. A sabanan, Sinuwaw ka PVC baarakɛyɔrɔ ka ɲɔgɔndan min be kɛ diɲɛ kɔnɔ, o be to ka yiriwa, ani yɔrɔba be yen ka yiriwa jamana wɛrɛw la.

Ka kɛɲɛ ni jamana kɔnɔ "anti-involution" politiki juguyali ye tugun, k'a ta zanwuyekalo tile 24 ka taga a bila 31, saan 2026, Guo Tai Futures ka ɲininikɛlaw tagara bɔ Shaanxi, Ningxia ani Inner Mongolia-PVC-bɔyɔrɔba saba la Sinuwa jamana na. O laɲini tun ye ka politiki jɔnjɔnw ka nɔɔ yɛrɛ yɛrɛ sɛgɛsɛgɛ i n’a fɔ kuran sɔngɔ danfaranin ani kɔkanfeere lɛnpo bɔli PVC baarakɛyɔrɔ la, ani ka sɛgɛsɛgɛli kɛ seko dɔgɔyali ɲɛtaga kan, baarakɛyɔrɔw ka baarakɛcogo, ani on{s{7}}site supply-demand realities of millions ofnnes.The survey for7um.4um. karibidi-basi PVC seko la, o ye 25,55% ye Sinuwaw ka PVC seko bɛɛ la ani 36% ye jamana ka kalisiyɔmu karibidi-basi PVC seko la. U be kalisiyɔmu karibidi tɔni miliyɔn 22,89 fana ladon, o min be Sinuwaw ka kalisiyɔmu karibidi hakɛ bɛɛ la 60,88% bɔ. Ka fara o kan, o marabolow ye pilɔti yɔrɔw ye kuran sɔngɔ danfaraninw kama, o min b’a to ɲinini misaliya be baarakɛyɔrɔ yira kosɔbɛ.

Nin ɲinini tun ɲɛsinna politikiba fila ma: kuran sɔngɔ danfaranin ani PVC labɔli lɛnpo bɔli bɔli. Komi fɛɛrɛ jɔnjɔnw ye "anti-involution" politiki yɔrɔ la, u fila bɛɛ ye nɔɔba to PVC baarakɛyɔrɔ ka musakaw labɛncogo kan, a ka fɛnw labɔli yɔrɔ ani a ka setigiya ɲagaminin kan.

Kuran sɔngɔ danfaranin koo la, Shaanxi mara ka izini ni kunnafoni dicogo baarada ye ladili sɛbɛn dɔ bɔ saan 2025 desanburukalo la, k’a laɲini ka kuran sɔngɔ danfaranin waleya cogo bɛnnin na k’a daminɛ zuluyekalo tile fɔlɔ la, min be baarakɛyɔrɔ wolonfila minɛ minw be baara kɛ ni fanga ye ani PVC carbi. PVC ni kalisiyɔmu karibidi sigida setigiya min be Shaanxi dugu la, o be 7,18% ani 9% bɔ jamana bɛɛ la, ani o politiki bena kalisiyɔmu karibidi dilan musakaw lawuli ka ɲɛ.Ka kɛɲɛ ni sɛgɛsɛgɛri ye, o politiki be se ka waleya kosɔbɛ ani a be jusigilan sigi jamana bɛɛ la. O la, PVC dilanni musakaw be se ka yɛlɛma Shaanxi dugu la ni yuan 70 ye tɔni kelen kɔnɔ, o min ka dɔgɔ ni miiriya jateminɛw ye. Baarakɛyɔrɔw be se ka o nɔɔw bali ni sɔngɔri-kuran hakɛ yɛlɛmani ye ani ka kalisiyɔmu karibidi sɔngɔ dɔgɔman sanni kɛnɛma min be bɔ Mɔngoli kɔnɔ, o be na ni nɔɔ tigitigi dantigɛlen ye sigida PVC dilanbagaw kan. jateminɛ, min laɲinin lo k’a kɛ baarakɛminɛn nafaman ye ka baarakɛyɔrɔw labɛn minw be baara kɛ ni kuran ye ani ka sugu-minɛw labɛn ka ɲɛ baarakɛyɔrɔw ka musakaw kan.

Zanwuyekalo tile 9, wariko minisiriso ni jamana ka lanpominɛko ɲɛmɔgɔso jɛnna ka .Laseli min kɛra fotovoltaiki ni fɛɛn wɛrɛw ka lɛnpo yɛlɛmani koo la, min b’a yira ka gwɛ ko PVC rɛzini, PVC min ma yɛlɛma ani PVC min yɛlɛmana ka kɛ yɛlɛmani ye.O politiki ye "rush export" koo dɔ lawuli wagati surun kɔnɔ jamana kɔnɔ. Sisan, PVC feerebagaw fanba ye komandiw feere ka kɔn -feereli ɲɛ fo feburuyekalo la, baarakɛyɔrɔ dɔw yɛrɛ ye dɔ bɔ jamana kɔnɔ jago la walisa k’u sinsin jamana wɛrɛw ka feereli kan, ka sɔrɔ hakɛ dɛmɛ.Ka kɛɲɛ ni kurunboli porogaramuw ye, PVC feereli be se ka dɔgɔya marisikalo daminɛ na. Ka fara sanji wagati kan Azi worodugu ni kɔrɔn cɛ, fɛnw minw be bɔ jamana wɛrɛw la, olu bena don yɛlɛmani wagati la min be se ka yɛlɛma awirilikalo kɔ, ani o be se ka to ka dɔgɔya fɔɔ ka taga se zuluyekalo ma.Ka bɔ izini ka jateminɛ kɛ, fɛnw minw be bɔ jamana wɛrɛw la, olu ka lɛnpo bɔli be se ka PVC sɔngɔw yɛlɛma diɲɛ kɔnɔ ani ka marabolow ka jagokow labɛn kokura wagati surun kɔnɔ. Nka, wagatijan kɔnɔ, ka Sinuwaw ka musakaw n’u ka setigiya nafaw lajɛ, o politiki bena dɛmɛ don ka fɛnw labɔ jamana wɛrɛw la ani ka fɛnw caya. O wagati la, PVC dilanbagaw ka nɔɔ min be sɔrɔ jamana kɔnɔ, o ka dɔgɔ, k’a sɔrɔ baarakɛyɔrɔ minw sɔngɔ ka gwɛlɛ Henan, Shandong ani mara wɛrɛw la, olu be se ka degun sɔrɔ u ka setigiya bɔli la.

Ka ɲɛsin baarakɛyɔrɔw ka baara ma, PVC baarakɛyɔrɔ minw be Shaanxi, Ningxia ani Inner Mongolia, olu ka teli ka wari sɔrɔcogo ɲuman mara ani bɔnɛ si tɛ sɛbɛ. Saan 2025, desanburukalo cɛmancɛ-ka taga se -ban ma dɔrɔn, baarakɛyɔrɔ dɔw ye wariko bɔnɛ wagati dɔɔni kɔnɔ, k’a sababu kɛ PVC ni bikarbonati sɔngɔ jiginin ye kojugu. O wagati la, jago minw tun be kɛ ni sɔngɔ dɔgɔman ye-PVC min be 4 000 yuan/tɔni duguma ani soda jilaman min be 2 000 yuan/tɔni duguma{10}}, o tun ka dɔgɔ, ani baarakɛyɔrɔw y’u jaabi k’u bolonɔ bila sɔngɔw la ani ka dɔ bɔ komandi bolonɔw la.Sɛgɛsɛgɛli wagati la, SGb050 yuan/tɔni, ani bikarbonati sɔngɔ tora yuan 2 100–2 300/tɔni cɛ, o min b’a to izini ka tɔnɔ be segi ka kɛ hakɛ bɛnnin na.

Ka ɲɛsin seko yɛlɛmani ma, o baarakɛyɔrɔ be marabolow ka danfara yira. Ka jigi la nafaw kan sɔngɔri ni kuran sɔrɔyɔrɔw la, woroduguyanfan mara kɛra jamana ka musakaw sigiyɔrɔ ye PVC dilanni na. Baarakɛyɔrɔ minw bɛɛ sɛgɛsɛgɛra, olu bɛɛ tun lanin b’a la ko nin mara tɛna kɛ fɔlɔ ye ka setigiya dɔgɔya.PVC dilanbagaw minw be Henan, Shandong ani mara wɛrɛw la, n’u ka doni be u kan, u ka teli ka kɛ setigiya kulu fɔlɔw cɛma minw ka kan ka bɔ yen.By state{ow}d5 gɛlɛyaw i n’a fɔ yɛrɛ-nafolo sɔrɔbaliya, sɔngɔ yɛlɛmani ani waribon musakaw caya, ani fɛnw marali degunba -fɛn wɛrɛw kan; dɔw fana be tɔɔrɔla sabu u ka se ka fɛnw labɔ jamana wɛrɛw la. O tɛ, baarakɛyɔrɔw be baarakɛcogo ɲuman mara ani ka jigiya sɔrɔ sugu kan, o be dɛmɛ ni izinibaara cakɛda dafalenw ye, kuranbɔyɔrɔw sɔngɔ nafaw, ani sɔngɔw ni feereli fɛɛrɛw yɛlɛmayɛlɛmalenw.

PVC baarada seegi minw kofɔra nin sɛgɛsɛgɛli kɔnɔ, olu ye jamana-ta ye, jamana yɛrɛta ani jamana cɛmancɛta -ta (CSOEs), baarakɛcogo danfaraba b’u ni ɲɔgɔn cɛ.Jamana-ta baarakɛyɔrɔw fanba be tɔɔrɔ ni izinibaara cakɛda dɛmɛ dafanin tɛ ani baarakɛcogo caman ye. Kafodenw ka baarakɛyɔrɔw ka teli ka jigiya sɔrɔ siniɲɛsigi sugu koo la sabu u be musakaw kɔlɔsi ani u be baarakɛcogo yɛlɛmayɛlɛma. Hali ni CSOEw ka fɛnw dɔw be baara kɛra ni bɔnɛ ye, u be baara basigininw mara ni nafaw ye fɛnw labɛncogo dafalen na ani wariko la, u be ni jigiya ye ni kɔlɔsili ye sugu koo la.

Ni an ye politiki kɔlɔlɔw, baarakɛyɔrɔw ka baarakɛcogow ani sugu cogoyaw fara ɲɔgɔn kan, PVC sugu ka kan ka "sanfɛ ka kɔn sɛnɛ fɛti ɲɛ, ka dɔgɔya fɛti kɔfɛ" cogoya yira wagati surun kɔnɔ. Kuma jan kɔnɔ, a bena yɛlɛmani dɔɔni ye min dɛmɛna ni politiki yɛlɛmayɛlɛmalan fila ye ani yɛlɛmani min be kɛ ni sɔrɔli-ɲini yɛlɛmani ye.

PVC sugu ye "sɛnɛ sugu fitinin" ye ka kɔn sɛnɛ fɛti ɲɛ, min sababu bɔra sababu jɔnjɔn naani na:Fɔlɔ, kalisiyɔmu karibidi sɔngɔ yɛlɛmani ye sɔngɔ dɛmɛ.Filanan, PVC sɔngɔw bɛɛ lajɛnnin jamana kɔnɔ dilanbagaw cɛma tora dɔgɔya, ni lɔgɔkun 4–2 feereli ɲɛ. Sɛnɛfɛnw minw tun be bɔ ka kɔn sɛnɛ fɛti ɲɛ, u tun be ɲini ka feere ka ban, o min y’a to baarakɛyɔrɔw bila yɔrɔ barikaman na sɔngɔko ɲɔgɔnye la.Sabanan, "fɛɛnw bɔli teliya la" ka kɔn sɛnɛfɛnw bɔli lɛnpo bɔli ɲɛ, o tora ka sɔngɔw sabati.Naaninan, bikarbonati sɔngɔ dɔgɔyali ye nafa sɔrɔ PVC sɔngɔko fan fɛ.

Nka, sɛnɛ fɛti kɔ, sugu bena gwɛlɛya caaman sɔrɔ. Faan dɔ fɛ, fɛnw minw be bɔ jamana wɛrɛw la, u bena dɔgɔya ka tugu "rush export" finɛtiri laban kɔ. Faan wɛrɛ fɛ, jigiya minw be sɔrɔ jamana kɔnɔfɛnw marali dɔgɔyali la ani jamana kɔnɔfɛnw ɲinini barika ka dɔgɔya, ka fara fɛnw feereli lɛnpo yɛlɛmani bɔli kan, o bena gɛlɛya don sɔngɔw la.

O la, Sinuwaw ka PVC baarakɛyɔrɔ be basigi ɲumanw mara.Fɔlɔ, ka to ka "anti-involution" politiki waleyali kɛ, i n'a fɔ kuran sɔngɔ danfaranin ani kɔkanfeere lɛnpo yɛlɛmani bɔli, o bena teliya ka sebagaya baarabaliw ban, ka setigiya caya fanga la, ka lizini ka setigiya caya sugu la. saan 2026, Sinuwaw ka PVC se bɔli bena se tɔni 895 000 ma, k’a sɔrɔ diɲɛ kɔnɔ se kura bena se tɔni 705 000 dɔrɔn ma, o ye fɛnw sɔrɔli dɔgɔyali daminɛ ye. Duniɲa kɔnɔ PVC seko caya dɔɔni dɔɔni ani seko minw tɛ baara kɛ, olu bɔli teliya la saan nataw la, o bena kɛ sababu ye ka yɛlɛmani don dɔɔni dɔɔni sɔrɔli la-sɛgɛsɛgɛli hakɛ la. Kɔkan setigiya dankariw cɛma, Sinuwaw ka PVC baarakɛyɔrɔ ka diɲɛ ɲɔgɔndan be to ka fanga sɔrɔ, o min be se ka fɛnw labɔ jamana wɛrɛw la.

O bɛɛ la, fɛnw sɔrɔcogo fisaya-ɲini yɛlɛmaniw ani "anti-involution" politiki yɛlɛmaniw be dɛmɛ fila di PVC baarakɛyɔrɔ ma, min b’a ka wagatijan-tagama ɲuman sɛmɛntiya.