Tom tat:Thi truong chat tao bot bot pu toan cau du kien dat 3,1 ty USD nam 2026. Thi truong polyethylene (PE) Trung Quoc van chiu ap luc giam gia manh tu yeu cau mua thap diem.
1. Chat tao bot bot pu: Chuyen doi GWP thap tang toc
Theo nghien cuu nganh, doanh so chat tao bot PU dat khoang 3 ty USD nam 2025 va du kien tang len 3,1 ty USD nam 2026. Cac dieu khien chinh gom chuoi lanh, cach nhiet xay dung va xe hoi giam can.
Cu truc thi truong toan cau
| Vung | Vi tri | Xu huong chinh |
|---|---|---|
| Chau A - Thai Binh Duong | Thi truong lon nhat (~35%) | Chuoi lanh, xay dung, o to |
| Bac My | Thu hai | Chuyen doi cong nghe sau sac |
| Chau Au | Thu ba | Quy dinh F-gas |
Dong luc chuyen doi cong nghe
- Thay the GWP thap tang toc:Cac quy dinh o Chau Au va My dang loai bo cac chat tao bot GWP cao. HFO th h th ba va chat tao bot dua tren nuoc dang mo rong nhanh.
- Tang truong nhanh nhat o Chau A - Thai Binh Duong:Chuoi lanh va cach nhiet o Trung Quoc, An Do, Dong Nam A tiep tuc mo rong.
- Hop nhat ben cung ung:Cac cong ty hoa chat lon dang tang cu chi vao chat tao bot GWP thap.
2. PE Trung Quoc: Yeu cau mua thap diem van ton tai
Thang 5 nam 2026, gia PE tai Trung Quoc giam rong. Ho tro gia than dầu mỏ yeu di, cung cap trong nuoc tang len, yeu cau van yeu trong mua thap diem.
Cac yeu to chinh
- Ho tro gia than yeu:Gia dầu mỏ du kien duy tri xu huong yeu, lam yeu ho tro gia than cho PE.
- Du kien tang cua:Cac nha may ethylene sau bao duong dang tai khoi dong, cung cap trong nuoc tang them.
- Yeu cau mua thap diem khong du:Phim nong nghiep va bao bi vao mua thap diem.
3. Tien boi thi truong
Thi truong chat tao bot PU co trien vong tang truong manh trung va dai han. Thi truong PE Trung Quoc du kien van yeu ngan han.
