Maphakathi no-Agasti, imakethe yasekhaya ye-titanium dioxide (TiO₂) yagcina ibonise izimpawu zokusimama. Ngemva cishe konyaka wobuthakathaka obude, umuzwa wezimboni uye waba ngcono kancane kancane. Izinkampani ezimbalwa zihole ekukhuphuleni amanani, zakhuphula umsebenzi wemakethe jikelele. Njengomhlinzeki embonini, sihlaziya idatha yemakethe kanye nentuthuko yakamuva ukuze sisize amakhasimende aqonde umqondo walokhu kunyakaza kwentengo.
1. Ithrendi Yamanani: Ukusuka Ekwehleni Ukuya Ekubopheni Kabusha, Izimpawu Zokukhuphuka
Ngo-August 18, umholi wemboni u-Lomon Billions umemezele ukwenyuka kwentengo yasekhaya ngo-RMB 500/ton kanye nokulungiswa kokuthekelisa okungu-USD 70/ton. Ngaphambilini, i-Taihai Technology inyuse amanani ayo ngo-RMB 800/ton ekhaya kanye ne-USD 80/ton emhlabeni jikelele, okuphawula inguquko embonini. Ngaleso sikhathi, abanye abakhiqizi basekhaya bakumise okwesikhashana uku-oda noma bamisa izinkontileka ezintsha. Ngemva kwezinyanga zokwehla okuqhubekayo, imakethe isingene esigabeni esikhulayo.
Lokhu kukhombisa ukuthi imakethe ye-titanium dioxide iyazinza, enezimpawu zokuphindaphinda kusuka phansi.
2. Izinto Ezisekelayo: I-Supply Contraction kanye Nokucindezela Kwezindleko
Lokhu kuzinza kuqhutshwa izici eziningi:
Ukufinyela ohlangothini lomphakeli: Abakhiqizi abaningi basebenza ngomthamo ophansi, okuholela ekuncipheni okukhulu kokunikezwa okusebenzayo. Ngisho nangaphambi kokuba intengo inyuke, amaketanga anikezela ngempahla ayesevele eqinisiwe, futhi amanye amafekthri amancane kuya kwamaphakathi abe nokuvalwa kwesikhashana.
Ingcindezi ye-Cost-side: Izintengo ze-Titanium concentrate zibone ukwehla okulinganiselwe kuphela, kuyilapho i-sulfuric acid ne-sulphuric feedstocks iqhubeka nokubonisa izitayela ezikhuphukayo, okugcina izindleko zokukhiqiza ziphezulu.
Okulindelweyo kuyathuthuka: Njengoba isizini ephezulu “yeGolden September, Silver October” isondela, izimboni ezisezansi nomfula ezifana nama-coatings namapulasitiki zingena emijikelezweni yokubuyiswa kwesitoko.
Izinguquko zokuthekelisa: Ngemva kokuphakama ku-Q1 2025, ukuthunyelwa kwempahla kwamanye amazwe kwenqabile ku-Q2. Ngokuncipha kwempahla, isidingo sesizini, namanani okugcina, inkathi ephezulu yokuthengwa kwempahla yafika ekuqaleni maphakathi no-Agasti.
3. Ukubukeka Kwemakethe: Ukuzinza Kwesikhathi Esifushane, Okuqhutshwa Yisidingo Sesikhathi Esimaphakathi
Isikhathi esifushane (August–ekuqaleni kukaSepthemba): Isekelwe yizindleko nezenzo zentengo ezididiyelwe phakathi kwabakhiqizi, izintengo zilindeleke ukuthi zihlale zizinzile kuye phezulu, kanye nokufunwa kabusha komfula kancane kancane.
Isikhathi esimaphakathi (sekupheleni kukaSepthemba–Okthoba isizini ephezulu): Uma isidingo esiphansi somfula sibuya njengoba kulindelekile, ukukhuphuka kungase kunwebeke futhi kuqinise; uma isidingo sisilela, ukulungiswa okungaphelele kungenzeka.
Isikhathi eside (Q4): Ukuqapha okuqhubekayo kokutholwa kokuthekelisa, amathrendi wempahla eluhlaza, namazinga okusebenza kwezitshalo kuzobaluleka ekunqumeni ukuthi umjikelezo omusha wezinkunzi uyavela yini.
4. Izincomo Zethu
Kumakhasimende angezansi, imakethe manje isisesigabeni esibalulekile sokuthola kabusha kusukela phansi. Sincoma:
Ukuqapha ngokucophelela ukulungiswa kwentengo ngabakhiqizi abahamba phambili nokulinganisa ukuthengwa kwempahla nama-oda akhona.
Ukuvikela ingxenye yokuhlinzekwa kusengaphambili ukuze kuncishiswe izingozi ezivela ekushintshashintsheni kwezindleko, kuyilapho kulungiswa kalula ijubane lokubuyisela isitoko ngokusekelwe emijikelezweni yokufunwa.
Isiphetho
Sekukonke, ukunyuka kwentengo ka-Agasti kusebenza kakhulu njengesignali yokusimama kwemakethe kusukela phansi. Ibonisa kokubili izingcindezi zokuhlinzeka nezindleko, kanye nokulindelwe kwesidingo sesizini ephezulu. Sizoqhubeka nokuhlinzeka amakhasimende ngokuhlinzeka ngokuzinzile nokwesekwa okuthembekile kwe-supply chain, sisize imboni ukuthi iqhubekele phambili kancane emjikelezweni omusha wemakethe.
Isikhathi sokuthumela: Aug-19-2025
