Mai ka hoʻomaka ʻana o ka US a me ka ʻIseraʻela i nā hoʻouka kaua kūʻē iā Iran i ka hopena o Pepeluali 2026, ua hāʻule ka Strait of Hormuz, kahi koʻikoʻi o ka ikehu honua a me ke ala kemika. ʻAʻole i hoʻoulu wale kēia hakakā geopolitical i nā kumukūʻai aila honua akā ua ʻoki pololei a i ʻole hoʻi i ka hoʻolako ʻana i nā kumu waiwai nui no nā mea huʻa ma ka Hikina Waena, e hoʻoulu ai i nā kumukūʻai kūʻai mua ʻole i ka mākeke hilinaʻi -import a Kina. I ka pau ʻana o Malaki 2026, ua piʻi aʻe ka -kumu kūʻai kūʻai piha o nā mea huʻa ma Kina i ko lākou pae kiʻekiʻe loa i loko o ʻehā makahiki. Ma muli o ka ʻikepili ka nānā ʻana i ka mākeke, ʻike piha kēia ʻatikala i ka piʻi ʻana o ke kumukūʻai kikoʻī o nā ʻano mea pahu mai ka wā o ka pilikia a komo i loko o ka loiloi hoʻoili.
Hōʻike ka ʻikepili nānā ʻana i ka ʻikepili i ka ʻike makaʻi ʻana i ka polyether a me nā kaulahao huahana pili i nā piʻi kumukūʻai holoʻokoʻa a puni Malaki. Ma waena o ka hoʻokaʻawale ʻana o ka lako i hoʻokumu ʻia e ka hakakā ʻo Middle East, ʻo nā pua a pauUa hoʻopilikia ʻia nā laina huahana waiwai, e hōʻike ana i kahi hiʻohiʻona kūʻai kūʻokoʻa kahi "i alakaʻi ʻia nā kumu kumu kumu i ka hui, nā huahana waena i ukali ʻia, a piʻi nui ke kumukūʻai." Ma ka lā 30 o Malaki, ʻoi aku ka nui o ka POP foam (polymeric polyol) i ka papa inoa me kahi kokoke i 43% ka ulu ʻana o kēlā me kēia mahina, ʻoiai ʻo ka polyether foam palupalu i ʻike i ka piʻi ʻana he 36%. ʻO ka polyether foam paʻakikī, ka mea i hoʻopaʻa i ka piʻi ʻana o ke kumukūʻai liʻiliʻi loa, ua loaʻa mau i kahi piʻi kupaianaha he 29%. Hoʻohui ʻia, hoʻokō ikaika nā mea hoʻohui pū a me nā huahana isocyanate, me ka piʻi ʻana o TDI (toluene diisocyanate) he 20.8% a me ka polymeric MDI (methyl diphenyl isocyanate) piʻi 20%.
Hoʻonui i ke kumu kūʻai: Ke alakaʻi nei ka moʻo huʻu palupalu me ke ala hoʻoili kumu kūʻai maopopo
ʻO ka hoʻokō ʻana o ka mākeke o nā mea hoʻohua nui a me kā lākou mau huahana pili e helu ʻia e ka piʻi ʻana mai ka kiʻekiʻe a i ka haʻahaʻa e like me kēia:
ʻO kahi mua: POP ʻōhū palupalu (polymer polyol)
Hoʻonui: Ma kahi o 43%
Hoʻohana nui ʻia ia mau mea no ka hana ʻana i ka ʻōhuhi kiʻekiʻe -rebound, i hoʻohana nui ʻia i nā noho kaʻa, nā lako kiʻekiʻe-a, a me nā māla ʻē aʻe. ʻO ka piʻi ʻana o ke kumukūʻai kiʻekiʻe loa e pili ana i kā lākou kaʻina hana paʻakikī a me ka hilinaʻi kiʻekiʻe loa i nā mea maka.
Kahi lua: Polyether foam palupalu
Hoʻonui: Ma kahi o 36%
Ma ke ʻano he kumu kumu no nā lako palupalu a me nā pale lole, ʻo ka polyether foam palupalu ka kumu koi nui loa o ka mākeke. E kū'ē i ke kua o ka piʻi nui ʻana o ke kumukūʻai o ka propylene oxide, ʻo kāna hoʻoili kumukūʻai ʻo ia ka pololei a me ka wikiwiki.
Wahi ʻekolu: polyether foam ʻoʻoleʻa
Hoʻonui: Ma kahi o 29%
Hoʻohana nui ʻia ka pahu polyether rigid i nā mea pono hale, ka insulation hale, a me nā noi papa mālama anu. ʻOiai he liʻiliʻi ka piʻi ʻana o ke kumukūʻai i loko o ka ʻohana polyether, ʻoi aku ka nui o ka piʻi ʻana o ka mahina ma kahi o 30% kakaikahi.
Wahi ʻehā: Propylene oxide
Hoʻonui: Ma kahi o 30.6%
ʻOiai ʻo ia ka mea koʻikoʻi loa no nā polyether polyols (e helu ana no 60%-70% o nā kumukūʻai hana), ʻo ke kumukūʻai skyrocketing o propylene oxide ua hoʻonui pololei i nā kumukūʻai i nā mea hoʻohua lalo.
Wahi ʻelima: TDI (toluene diisocyanate) a me MDI polymerized
Hoʻonui: 20% -20.8%
Hoʻohana ʻia kēia mau ʻāpana huahana ʻelua ma ke ʻano he mau mea hoʻōla koʻikoʻi a me nā mea hoʻohāhā no ka hana ʻana i nā sponges premium, adhesives, a me nā mea hoʻopaʻa paʻa. ʻOiai ʻoi aku ka haʻahaʻa o kā lākou kumukūʻai ulu ma mua o ka polyether, noho lākou i nā pae kiʻekiʻe.
E pili ana i nā mea silicone sponge, ʻoiai ʻo nā mea polyether foam i ʻike i ka piʻi ʻana o ke kumukūʻai ma waena o ka laina huahana holoʻokoʻa, ua hāʻule pū ka silicone foamed a me kāna mau mea waiwai kūlohelohe i luna i ka pilikia kumukūʻai i hoʻokumu ʻia e ka hakakā Middle East. ʻAʻole e like me nā huahana polyether i hoʻopili pololei ʻia e ka naphtha price fluctuations, ʻo ka piʻi ʻana o ke kumukūʻai o ka silicone foamed e hōʻike mua ana i nā hopena hoʻoili kumukūʻai i loko o ke kaulahao ʻoihana silika organik. ʻO ka piʻi ʻana o nā kumukūʻai o nā kumu waiwai o luna e like me ke silika metala, methanol, a me DMC (dimethyl carbonate), i hui pū ʻia me nā hoʻololi kumukūʻai e nā alakaʻi o ka ʻoihana silika kūlohelohe honua, ua hui pū ʻia nā kumukūʻai mākeke no ka silicone foamed.
Ma ke ʻano o ka piʻi ʻana o ke kumukūʻai, ʻo ka piʻi ʻana o ke kumukūʻai no ka silicone foamed a me nā huahana silicone e pili ana e hōʻike ana i nā hiʻohiʻona ʻokoʻa. Hōʻike ka ʻikepili nānā ʻana i ka ʻoihana mai Malaki 2026, ʻo nā huahana silicone downstream me 107 rubber rubber, raw rubber, compound compound, a me ka ʻaila silicone i hahai maʻamau i ka piʻi ʻana o ke kumu kūʻai he 200-300 yuan no ke tona. I loko o ka ʻāpana huahana silicone foamed, ua hoʻokō nā hui nui i nā hoʻololi kumu kūʻai ʻoi aku ka nui: Ua hoʻolaha ke alakaʻi silikoni honua ʻo WACKER i nā piʻi kumukūʻai no kāna mau laina huahana hoʻokumu ʻia ma ka lā 1 ʻApelila, e hōʻike ana i ka piʻi nui o ka ikehu, nā kumu waiwai, a me nā kumukūʻai logistic ma muli o ka hakakā Middle East. Ua hoʻolaha ʻo Dow Chemical's Consumer Solutions Division i nā hoa hana ʻo Greater China i ka lā Malaki 3 e pili ana i kahi pōʻai hoʻololi kumu kūʻai hou e hoʻomaka ana i ka lā Malaki 27, me nā piʻi i manaʻo ʻia mai ka 5% a 15%. Ma ka home, ua hoʻokiʻekiʻe ʻo Guangdong Jusi New Material Technology Co., Ltd. i nā kumukūʻai no nā huahana o lalo e 8% -15% i ka lā Malaki 9; Ua hoʻonui ʻo Orient Yuhong Adhesive Co., Ltd. i nā kumukūʻai no nā huahana pahu pahu pahu e 3%-5% e hoʻomaka ana i ka lā 6 o Malaki; ʻoiai ua hoʻokō ʻo Shandong Luyuan Adhesives Co., Ltd. i nā hoʻololi kumu kūʻai o 5% -8% no nā silicone adhesives a me MS adhesives.
Eia nō naʻe, ma muli o ka pilina hohonu ma waena o Sanpu Company a me nā ʻoihana maka, ʻaʻole i piʻi ke kumu kūʻai o kāna silicone foam rubber i kēia manawa. Inā makemake ʻoe i ka rubber sponge silicone, e ʻoluʻolu e kelepona mai iā mākou e kiʻi i nā laʻana manuahi a me nā huaʻōlelo i kēia manawa!