推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 近日，筆者完成國(guó)內(nèi)鋁板帶箔企業(yè)8月份開工率調(diào)研，8月鋁板帶箔企業(yè)開工率67.95%，環(huán)比明顯提升。從企業(yè)規(guī)模來看，大型鋁板帶箔企業(yè)8月份開工率72.96%，為淡季不淡行情作出了主要貢獻(xiàn)；中型企業(yè)開工率47.29%，環(huán)比下滑；小型企業(yè)開工率22.93%，同樣環(huán)比下滑。分企業(yè)類型來看，鋁板帶企業(yè)開工率環(huán)比提升至64.68%，鋁箔企業(yè)開工率環(huán)比下滑至85.51%。
筆者認(rèn)為，8月淡季不淡主因房地產(chǎn)追求高周轉(zhuǎn)所致，尤其是非住宅建筑領(lǐng)域，需求表現(xiàn)較好，集中在鋁單板幕墻板卷等產(chǎn)品，同時(shí)金屬包裝行業(yè)、雙零鋁箔坯料需求較好，此外，8月份整體出口仍然維持高位，8月中國(guó)未鍛軋鋁及鋁材出口51.7萬(wàn)噸，其中板帶箔產(chǎn)品貢獻(xiàn)超70%的出口量。相對(duì)表現(xiàn)較差的便是空調(diào)箔產(chǎn)品，8月各大空調(diào)箔生產(chǎn)企業(yè)訂單銳減，例如鎮(zhèn)江鼎勝8月空調(diào)箔產(chǎn)量下滑將近8000噸，同時(shí)山東創(chuàng)新的空調(diào)箔坯料訂單環(huán)比下滑超50%。
據(jù)了解，8月的淡季不淡直接導(dǎo)致了9月的旺季難旺。往年的9月份大旺季的主要原因一是7~8月份高溫旺季，全行業(yè)開工率均較低，積壓部分訂單至9月份生產(chǎn)釋放；另一方面，9月開始是房地產(chǎn)、汽車等行業(yè)的需求旺季，但今年一是8月份淡季不淡，二是房地產(chǎn)領(lǐng)域受制于資金緊張問題，在鋁材需求方面并未表現(xiàn)出明顯的環(huán)比增長(zhǎng)，因此整個(gè)9月份旺季難旺。分產(chǎn)品來看，汽車鋁材、金屬包裝、3C材料、雙零箔、家用箔等產(chǎn)品訂單表現(xiàn)較好，其余壓延產(chǎn)品表現(xiàn)冷淡，同時(shí)出口訂單有所下滑。
