Imithetho Yokubeka Intengo Yenkontileka Ye-Silica Ka-2027 & Incwadi Yokudlala Yengozi

Kwadalwa ngo 09.26

Izivumelwano Zesikhathi Eside Zonyaka ka-2027: Imithetho Yamanani, Izibikezelo Zobungozi kanye Nendlela Yokusebenza Yemboni Ye-Silica (Amakhemikhali, Izithako Zokudla kanye Nezithako Zokudla)

I-Q4 Impi Yesivumelwano Sesikhathi Eside: Imithetho Yentengo Ye-oda Yonyaka ka-2027, Izibikezelo Zobungozi kanye Necebo Lokunqoba Embonini Ye-Silica

Uma singena ku-Q4 2026, yonke imboni yamakhemikhali acolekile, izithako zokudla kanye nezithako zokudla isingene ngokusemthethweni efasiteleni elibalulekile lemibuzo yesivumelwano sesikhathi eside sanyaka ka-2027, ukuvalwa kanye nezilinganiso zentengo.

Ngokungafani neminyaka edlule, ushintsho olukhulu kule sizini yokusayina enqamula unyaka ukuthi ukungaqiniseki kulo lonke imboni kufinyelele esicongweni, nengcindezi yezindleko, izinga lokushintshana kwemali kanye nezokuthutha ikhula kuzo zonke izinhlangothi.

Izinkampani eziningi seziqalile ukubala izindleko zonyaka wonke ka-2027, zihlela umthamo wonyaka, futhi zixhumana namaklayenti ohlaka aphesheya kwezilwandle. Nokho iningi labahwebi, amafekthri kanye nabathumeli bangena enkingeni: ukulinganisa intengo ephezulu kakhulu kungalahlekelwa amaklayenti; ukuvala intengo ephansi kakhulu kungaholela ekulahlekelweni unyaka wonke.

Ngokubhekisa kuyo yonke imikhakha yezinto zokusetshenziswa zamakhemikhali, izithako zokudla, izithako zokudla kanye ne-functional powder, le ndatshana ichaza imithetho eyisisekelo yezilinganiso zonyaka ka-2027, izingozi ezibulalayo okufanele zigwenywe, kanye nezibikezelo zemakethe zonyaka wonke, ngaphambi kokufinyelela kumbhalo okhethekile wemboni ye-silica — okunikeza izinkomba ezingokoqobo nezingasetshenziswa kubadlali bemikhakha.

Ukusayinwa kwenkontileka yesikhathi eside yonyaka ka-2027 kanye nendlu yokugcina impahla yokuthumela ngaphandle yamakhemikhali, izithako zokudla kanye nezithako zokudla

I. Isimo Esibalulekile Sezivumelwano Zonyaka ka-2027: Abathumeli Bangena Enkathini "Enobungozi Obuphezulu, Ukubekezelela Okuphansi"

Ukucaphuna konyaka wonke kwekota yesine kulo nyaka kuhluke kakhulu kunangaphambili.

Esikhathini esedlule, izivumelwano zonyaka zazitholwa ngamandla, intengo kanye nesevisi. Ngo-2027, izivumelwano zonyaka zizotholwa ngokulawula ubungozi, ukubala izindleko kanye nekhono lokusinda.

Imboni yokuthekelisa yamakhemikhali, izithako zokudla kanye nezithako zokudla okungeziwe okwamanje ibhekene nemisinga emibili engaguquki, ebulalayo okufanele yonke imboni yokukhiqiza iyibhale ezinkontilekeni futhi iyifake ezibalweni zezindleko.

1. Izinto Zokusetshenziswa Ziyaqhubeka Zikhuphuka Kuyo Yonke Indawo — Isikhungo Sezindleko Sonyaka Wonke Sikhuphuka

Kusukela ezintweni zokugaya eziyisisekelo zamakhemikhali, i-soda ash, amaminerali namandla, kuya ezingxenyeni zokudla ezisetshenziswayo, ama-carrier powders kanye nezinto ezisetshenziswayo ezingezekile, ukukhuphuka kwaphezulu kuqhubeka unyaka wonke ngaphandle kwesikhathi esicacile sokuhlehla.

Ukukhuphuka kwezinto zokusetshenziswa akuseyona into yesikhashana nje — kuwukukhuphuka kwesakhiwo okuhlala njalo. Lokhu kusho ukuthi izindleko zokukhiqiza zonyaka wonke zika-2027 zizokuba phezulu kunokwesilinganiso sika-2025 no-2026.

Uma ifekthri isivele yabopha ama-oda esikhathi eside onyaka wonke ngamanani aphansi onyaka odlule ku-Q4, ukukhuphuka okuqhubekayo kwezinto zokusetshenziswa onyakeni olandelayo kuzoholela ngqo ekuthengiseni ngaphandle kwenzuzo, ukukhiqiza okuphezulu ngemali encane, kanye nokulahlekelwa ngumthamo ogcwele.

2. Izinga Lokushintshwa Kwemali Liyaqhubeka Ukwehla — Inzuzo Yokuthengisa Ngaphandle Iyacindezelwa Ngokwedlulele, Ama-oda Amaningi Asengozini Yokulahlekelwa

I-RMB iqhubekile nokuguquguquka nokwehla kulo nyaka, okuletha ukushaya okubulalayo kubathengisi bangaphandle.

Kuyo yonke into yokudla noma umkhiqizo wamakhemikhali okubalwa ngawo futhi okhokhelwa nge-USD:

Isilinganiso asikashintshi, i-USD etholakele ayikashintshi
Uma iguqulwa ibuyiselwa ku-RMB, imane ibe ngaphansi

Inzuzo ye-FX iyanyamalala, futhi izindleko ziphenduka zibe ukulahlekelwa

Isimo sangempela sikhulu futhi sinzima: izinkampani eziningi zibukeka zimatasa, zinezingqephu zama-oda ezigcwele futhi zithumela ngokungaguquki, kodwa i-oda ngalinye licishe lingabi nzuzo, libe nenzuzo encane, noma lilahlekelwe — lithathwa kuphela ukuze kugcinwe ukugeleza kwemali nokugcina imboni isebenza.

Uma ngo-2027 izinkampani zivala ngobumpumputhe amanani aphansi onyaka wonke, zengeza phezu kwezinto zokusetshenziswa ezikhuphukayo kanye nezinga lokushintsha lemali elinciphayo, iningi labathengisi bangaphandle lizobhekana ngqo nengcuphe enkulu yokulahlekelwa unyaka wonke kanye nokugcwaliseka okulahlekelayo.

Lokhu kuvumelana phakathi kochwepheshe bomkhakha kulo nyaka: ngo-2027, AKUFANELE usho inani elilodwa elingaguquki unyaka wonke.

II. Imithetho Eyisisekelo Yezivumelwano Zonyaka zika-2027 Kuwo Wonke Amakhemikhali / Izithako Zokudla / Izithako Zokudla

Kungaba amakhemikhali acwebile, izithako zokudla, ama-anticaking agents, ama-thickeners, izinto eziyimpushana noma ama-excipients emithi, zonke izivumelwano zonyaka zilandela umqondo ofanayo wezebhizinisi — imigomo eyinhloko yokusho intengo.

Umthetho 1: Isivumelwano Sonyaka Simayelana Nokwabelana Ngezingozi Ngokulinganayo — Hhayi Ukuthi Ifekthri Ithwale Yodwa

Lokho iklayenti elikufunayo: ukunikezwa okuzinzile, ikhwalithi engaguquki, ukungabi nokushoda, ukungabi nokukhuphuka kwentengo okungafanele kulo lonke unyaka ka-2027. Lokho ifekthri elikufunayo: ukusetshenziswa komthamo unyaka wonke, umthamo wokuthengisa oyisisekelo kanye nesivikelo senzuzo.

Esikhathini esedlule, amafekthri amaningi athatha zonke izingozi ze-FX, izinto zokusetshenziswa kanye namandla ukuze nje azuze ama-oda, kodwa ekugcineni asebenza unyaka wonke ngaphandle kwenzuzo noma aze akhokhe ephaketheni lakhe.

Umgomo oyinhloko ka-2027: yabelana ngezingozi; ungazithwali wedwa.

Umthetho 2: Izintengo Zonyaka Kufanele Zikwazi Ukulungiswa — Yenqaba Ukubeka Intengo Eqinile Unyaka Wonke

Esimeni sokukhuphuka okuqhubekayo kwezinto zokusetshenziswa kanye nokushintshashintsha okungapheli kwezinga lokushintshana kwemali, intengo eqinile unyaka wonke ilingana nokuklama intengo okuzibulalayo.

Abaholi embonini, izitshalo ezisohlwini, kanye nemigqa yokuhlinzeka yangaphandle bonke bashintshile:

Intengo yesisekelo yonyaka + indlela yokulungisa izinto zokusetshenziswa

Isigatshana sokulungisa umkhawulo wokuguquguquka kwe-FX
Ukubuyekezwa ngekota kanye nokulungiswa kwentengo ngekota

Umthetho 3: Ukubiza Ngokwesilinganiso, Ngamazinga — Ama-oda Amancane Awazuzi Inzuzo, Ama-oda Esikhathi Eside Avikela Inzuzo

U-2027 akasasekeli "intengo eyodwa efanayo."

Iqoqo elincane, ama-oda esikhashana:

 ithwala ingozi ephezulu yezokuthutha nokuguquguquka okuphezulu — intengo ihlala iqinile

Inani elincane lonyaka, ama-oda ohlaka:

 isaphulelo esilinganiselwe

Izinyusa zonyaka ezinkulu kakhulu:

 izephulelo ezigaba kanye nezinqubomgomo ezinikezelwe

Umthetho 4: Izindleko Zokuhambisana Nezokugunyazwa Ziyaqhubeka Zikhula

Izinto ezisezingeni lokudla, ezamakhambi, i-Kosher, i-Halal, izinto eziqinisekiswe yi-USP/FCC/EP zithwala izindleko ezikhulayo zokuhambisana, zokuhlola kanye nokulawulwa kwekhwalithi minyaka yonke.

Imikhiqizo eqinisekisiwe, elungele ukuthunyelwa ngaphandle, ehambisanayo izokhula kuphela ngentengo — ayizukushibha.

Imikhiqizo esezingeni eliphansi, engaqinisekisiwe, engajwayelekile iyaqhubeka nokuncintisana ngentengo yehla kakhulu, kanti imikhiqizo esezingeni eliphezulu ehambisanayo inyuka kancane kancane ngentengo futhi ihlala inokushoda. Ukwehlukana komkhakha manje sekugxilile ngokuphelele.

Amashadi okukhuphuka kwezindleko zezinto zokusetshenziswa kanye nokuguquguquka kwesilinganiso sokushintshaniswa kwemali abonisa imithetho yamanani ka-2027 kanye nesibikezelo sengozi

III. Isibikezelo Esinembile Semakethe Sika-2027 (Okufanele Kufundwe Abathumeli Ngaphandle)

1. Uhlangothi Lwezindleko: Kulula Ukunyuka, Kunzima Ukuwa — Akukho Sikhathi Sokunciphisa Kakhulu

Amandla aphezulu, amaminerali, izinto zokwakha zamakhemikhali eziyisisekelo kanye nezinto zokudla eziningi zibhekene nokuncipha komthamo, ukulawulwa kwemvelo okuqinisiwe kanye nokulawulwa okujwayelekile kokusetshenziswa kwamandla amabili. Isikhungo sezindleko sonyaka wonke esinyuka kancane ngo-2027 siqinisekile.

2. Uhlangothi lwe-FX: Ukuguquguquka Kuyisimo Esijwayelekile — Inzuzo Yokuthekelisa Iyaqhubeka Ukuncishiswa

Inzuzo yama-oda ekhokhwa nge-USD incike kakhulu esilinganisweni sokushintshanisa imali. Ukungaqiniseki kwe-FX kuzoqhubeka unyaka wonke ka-2027, futhi noma yikuphi ukuvalwa kwentengo yonyaka wonke kunezingozi ezifihlekile ezinkulu.

3. Uhlangothi Lwesidingo: Izinto Ezibalulekile Eziqhubekayo, Ukushintshwa Kwezinga Eliphezulu Okusheshayo

Isidingo semboni yokudla yomhlaba, amakhemikhali ansuku zonke, imithi, ukudla kwezilwane kanye nama-coatings sihlala sizinzile. Umkhuba wemikhiqizo yasekhaya yezinga eliphezulu ethatha indawo yemikhiqizo engenisiwe (Evonik, Cabot, PQ, Solvay) uyaqhubeka ukhula, kuvula iwindi elingcono kakhulu lwaphesheya lama-powder aseShayina asezingeni eliphezulu ahambisana nemithetho.

4. Uhlangothi Lokuhlinzeka: Ukuncipha Okukhulu Kwezinga Eliphansi, Amandla Aphezulu Avunyelwe Ayindlala

Izinto ezijwayelekile zezinga lezimboni kanye nama-powders angewona ajwayelekile zibhekana nokugcwala ngokweqile kanye nezimpi zentengo ezinonya; izinga lokudla-umuthi, ukuhlanzeka okuphezulu, i-iron ephansi, ukuzinza okuphezulu, amandla aphezulu aqinisekisiwe ayindlala futhi akhula kancane kakhulu.

IV. Izincomo Ezingokoqobo Zomkhakha Wonke (Kubo Bonke Abakhiqizi Bokuthumela Ngaphandle / Abahwebi)

Yakha indlela yokulungisa kuwo wonke ama-oda ka-2027 — akukho zivumelwano eziqinile zamanani angaguquki onyaka wonke.
Bhala zombili izingozi ze-FX nezinto zokusetshenziswa ngokusobala ezigabeni zokuguquguquka zenkontileka.
Hlukanisa izinhlelo zokucaphuna zamanje, zekota kanye nezonyaka.
Nqaba ngokuqinile izilinganiso zamanani aphansi zama-oda amancane nalawo esikhashana — gcina umugqa wezindleko.
Vikela inzuzo emikhiqizweni ephezulu ethobelayo — nqaba ukujoyina impi yamanani.
Gcina u-10%–20% wamandla okuguquguquka ukuze ubambe inzuzo yenkathi ephezulu.

V. Ukubuyela Emkhondweni Oyisisekelo: Isu Lenkontileka Yonyaka ka-2027 Ekhethekile Yomkhakha We-Silica

Kuyo yonke imikhakha yezithako zokudla kanye neyomgqumo wamakhemikhali, i-silica (econsiwe / ijeli / izinto ezingena esikhundleni ze-fumed eziphezulu) iyisigaba esincane esinethuba elicacile lesakhiwo, inzuzo enkulu yokufaka esikhundleni sokungeniswa kanye nenkokhelo ephezulu yokuhambisana nemithetho ngo-2027.

Amasampula e-silica powder ezingeni eliphezulu lokudla kanye ne-pharma ngenjongo yesu lenkontileka yonyaka ka-2027 ekufakweni kwempahla esikhundleni sokungeniswa kwempahla

Nge-silica yekhwalithi ephezulu yokudla-emithi yezemithi engashintsha ngqo i-Evonik 200P ne-Cabot M5, isu lesivumelwano sesikhathi eside sika-2027 sicacile:

1. Ungalokothi Uvale Amanani Aphansi Emazingeni Aphezulu

Amazinga okulwa nokugcwala kokudla, izithako zemithi, umuthi wokuxubha wamazinyo one-RDA ephansi kanye namazinga okushintsha impuphu ephezulu anezithiyo eziphezulu zokuqinisekiswa, i-QC eqinile, ukulawulwa okwedlulele kwamabala amnyama kanye nezinqubo ezingavamile ze-iron ephansi kakhulu.

Lezi akuzona izimpahla ezidayiswayo empini ye-involution — zithwala inani eliphakeme lesikhathi eside. Ngo-2027, vikela ngokuqinile inzuzo futhi wenqabe ukujoyina impi yentengo ephansi.

2. Sebenzisa Ngokuqinile "Intengo Yesisekelo + Ukulungiswa Kwesikhathi Sekota"

Kumakhasimende asemazweni angaphandle onyaka wonke, kucace: ukulungiswa kwentengo kuqala uma izinto zokusetshenziswa zikhuphuka; ukulungiswa kwentengo kuqala uma izinga lokushintshana kwemali lishintsha. Gwema ngokuphelele ingozi enkulu yokulahlekelwa ngenxa yokushaywa kabili ngo-2027 kwezinto zokusetshenziswa kanye nezinga lokushintshana kwemali.

3. Sebenzisa Izinqubo Ezimbili Ezihlukene Zokuklama Izintengo: Izinga Lezimboni vs. Izinga Lokudla-Nemithi

Izinga elijwayelekile lezimboni:

 umthamo, ukuzibophezela komthamo, izephulelo ezihlukaniswe ngezigaba

Izinga lokudla / imithi / eliqinisekisiwe:

 ikhwalithi, ukuhambisana nemithetho, ukuvikelwa kwenzuzo

4. Ukulinganisa Ukucaphuna Kokulawula Ingozi nge-FOB Qingdao — Ukwehlukanisa Ingozi Yemali Yokuthutha Olwandle

Caphuna zonke izinkontileka zika-2027 ngokufanayo ngemigomo ye-FOB Qingdao, ukuvikela i-oda ekukhuphukeni kwemali yokuthutha olwandle nasekuguquguqukeni komthamo, futhi ususe izindleko zokuthutha ezingalawuleki esivumelwaneni sesikhathi eside sonyaka.

5. Ukuzuza Ama-oda Esikhathi Eside Aphesheya Ngekhwalithi Engaguquki + Isitifiketi Esiphelele

Okushoda kakhulu kumakhasimende aphesheya manje akusiyo intengo ephansi — yilokhu: i-silica yaseShayina yekhwalithi ephezulu eneqoqo elizinzile, engenamabala amnyama, enokungcola okuphansi, ethobela ngokugcwele, futhi enokuhlinzekwa okusimeme.

Isabelo esivela ekushintshweni kwemikhiqizo yaseShayina esikhundleni se-Evonik ne-Cabot sizovelwa ngokugcwele ngo-2027.

VI. Isiphetho: Ngo-2027, imboni isuka ku-"Ukuncintisana Ngentengo" iya eNkathini Entsha "Yokuncintisana Ngokulawula Ubungozi, Ikhwalithi Nokuhambisana Nemigomo"

Ngo-2027, kungaba kumakhemikhali, izithako zokudla noma izithako zokudla, akuseyona inkathi yenzuzo encane kodwa yokushintshana okusheshayo — yinkathi lapho ukulawula ubungozi kunquma ukusinda, ikhwalithi inquma inzuzo ephezulu, nokuhambisana nemigomo kunquma ama-oda.

Izinto zokusetshenziswa ezikhuphukayo, ingcindezi ye-FX eqhubekayo kanye nokuncipha kwemali yokuthumela ngaphandle kuyizingqinamba ezabiwe kulo lonke imboni. Ukukhiya ngobumpumputhe amanani aphansi onyaka wonke kuthola kuphela unyaka wonke wokulahlekelwa nokugcwaliseka okulahlekelayo.

Emkhondweni we-silica: umdlalo wokugcina we-low-end involution usuvele usethiwe. Ukushintshwa kwemikhiqizo ephezulu esikhundleni, ikhwalithi ehambisana nemigomo kanye nekhono lokuhlinzeka elizinzile kuzoba yinzuzo enkulu eqinisekisiwe ngo-2027.

Qonda umjikelezo, lawula ingozi, vikela inzuzo, qinisa izinga — yilapho kuphela ongazuza ngokuzinza, ukhule ngokuqhubekayo futhi uhole imakethe yokuthekelisa yomhlaba wonke phakathi kwesimo esiguquguqukayo sika-2027.

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