一.Supply side: hutsva hwekugadzira mudzimba kana shandura iyo yepasirese yekugovera maitiro

Kubva pamusika wenaironi wepasi rose, naironi 6 uye naironi 66 inotora chikamu chinodarika makumi mapfumbamwe neshanu muzana ehuwandu hwekugadzira uye kubuda.Sekureva kweIHS mushumo, muna 2020 iyo nylon yepasirese 6 inokwana 10.52 miriyoni matani / gore, nylon 66 inokwana 3.17 miriyoni matani / gore.Imba yenylon 6 nekuti iyo mbishi caprolactam yakaiswa munzvimbo, kukurumidza kukurumidza kwehuwandu hwekugadzira mumakore gumi apfuura, iyo yemba nylon 6 yekugadzira kugadzirwa muna 2020 yakasvika 6.47 miriyoni matani / gore, inoverengera ingangoita 62% yepasi rose kugadzirwa kwesimba, iyo kugadzirwa kwemabhizinesi epamusoro gumi nemaviri akaverengera anopfuura makumi matatu nenhanhatu muzana, akanyanya kunangana muEast China, South China uye mamwe matunhu akabudirira.Zvinoenderana neyedu Hua'an Chemical manhamba, pachave ne2.78 miriyoni matani ehunyanzvi hwekugadzira mune ramangwana.Parizvino, iyo mudzimba naironi 6 inonyanya kuburitsa fiber zvinhu, ramangwana nekuwedzera kwekugona kwekugadzira kwakatungamira kumakwikwi anotyisa, vagadziri vakawanda vachabatanidzwa muinjiniya mapurasitiki uye dzimwe nzvimbo dzakakwirira-dzakawedzerwa.

Huya hwenaironi 66 hwadiki nehwenaironi 6. Parizvino, kugadzirwa kwemumba kwenaironi 66 kungangoita 600,000 matani / gore, kunyanya nekuda kwekuumbwa kweimwe yemonomer adipamide raw material adiponitrile refu monopoly mumaoko e vashoma vagadziri vekunze.Mumakore achangopfuura, iyo nzvimbo yeadiponitrile kubudirira, kugadzirwa kwesimba kunotarisirwa kuwedzera nekukurumidza, kuronga kwazvino uye pasi pekuvaka nylon 66 kugadzirwa kweiyo 1.26 miriyoni matani / gore.

二.Rutivi rwekudiwa: China yemusika nzvimbo yekukura inogona

Nekuda kwehunhu hwenaironi 6 uye naironi 66 misiyano, naironi 6 uye naironi 66 yekuda chimiro chakasiyana.71% yenylon 6 yemachira machira, maindasitiri mafilaments uye mamwe mafiber minda, 29% yeinjiniya resin.Nepo 59% yenaironi 66 inoshandiswa kuita mainjiniya resin.Mune ramangwana, nekuwanda kwemapurasitiki, zvinofungidzirwa kuti mamwe naironi 66 nenaironi 6 achashandiswa kugadzira resin dzeinjiniya.

Pamusoro pemusika weChina unoda nylon, kubva kune yakasara yenyika naironi 6 uye naironi 66 kushandiswa kwekuita, angangoita makore matanhatu epasi rose nylon 6 kushandiswa mumatani 2.5 miriyoni / gore kumusoro uye pasi, nylon 66 kushandiswa mumatani miriyoni 1.5 / gore kushanduka. , ramangwana rinotarisirwa mushure mekudzoreredza kwedenda kudiwa kuchava neimwe dhigirii rebound, asi nekuda kwemutengo wezvino wenylon munyika dzakasimukira dzekunze pasi pekupinda chiyero chave chakakwira, maitiro enguva refu yekukura zvishoma, ramangwana. kukura Kudiwa tarisa China.

Zvinei nekuita kwemusika wepasirese, musika wenaironi weChina unoda kukura nekukurumidza.Kubva 2015 kusvika 2019, kushandiswa kwenylon 6 kwakawedzera nemamiriyoni 1.08 emamiriyoni / gore, neavhareji yekukura kwepagore ye9.7%, kunyangwe denda riri kukanganisa kudiwa muna 2020, kushandiswa kwakadonha ne4.4% chete (9.6% pasirese) ;panguva imwecheteyo, kushandiswa kwenylon 66 kwakawedzera ne44,000 tonnes / gore, huwandu hunofananidzwa nekukura mune dzimwe nzvimbo dzose dzepasi.Nekuwedzera kwehuwandu hwekugadzirwa kwezvinhu, kuderedzwa kwemutengo, pamwe nekuvandudzwa kwemararamiro evanhu uye kudiwa kwezvinhu zvemhando yepamusoro, makore gumi anotevera anotarisirwa kuve nekukura kukuru mukushandiswa kwemumba kwenaironi 6 nenaironi 66. .