Iindaba zeMarike: I-India ibeka imiqathango ekungenisweni kwePVC; Izibonelelo zokunyuka kweFormosa Plastics – Ukuthunyelwa kwempahla ekhaya okungabizi kakhulu kuchaphazeleka ngamandla; Ukuwa okukrwada, i-ABS kunye ne-PP kwehla nge-RMB 200/MT namhlanje.

Urhulumente waseIndiya uqalise umgaqo-nkqubo wokulawula ukungeniswa kwempahla ojolise kwi-resin ye-PVC esemgangathweni wokuxutywa, oya kuhlala usebenza iinyanga ezintandathu.

Phantsi komthetho omtsha, ukungeniswa kwe-resin ye-PVC exutyiweyo enexabiso le-CIF eliyi-USD 766 okanye ngaphantsi kwetoni nganye kuya kuthintelwa. Ukuthunyelwa okuxabisa ngaphezulu kwalo mda kusenokungeniswa ngokukhululekileyo ngaphandle kwemiqathango eyongezelelweyo. Isiqendu esicacileyo sokuxolelwa sifakiwe: i-resin ye-PVC exutyiweyo engeniswe ukuze kwenziwe iimpahla ezigqityiweyo zokuthunyelwa kwamanye amazwe ayifakwanga kumlinganiselo wexabiso.

Iveki ngaphambi komthetho wokunciphisa amaxabiso, ukukhululwa ngokupheleleyo kwirhafu yaseIndiya egubungela iimveliso eziphambili zepetrochemical ezingama-40 kwaphela ngoJulayi 15. Ukungeniswa kwePVC kubuyele kwinqanaba elisisiseko lerhafu yokungenisa impahla ngaphandle eliyi-7.5%.

Imeko yezopolitiko yaseIndiya itshintshe kakhulu kwisithuba esingaphezulu nje kweenyanga ezintathu: ixesha lokuqalisa umrhumo weenyanga ezintathu ngo-Aprili 2 longezwe okwethutyana ngeentsuku ezili-15 kude kube ngumhla wama-30 kuJuni, ngaphambi kokuba liphelelwe lixesha ngokupheleleyo ngoJulayi 15, litshintsha ukusuka ekufikeleleni ngaphandle kwemida ukuya kwimiqathango engqongqo yokungenisa impahla.

IFormosa Plastics Inyuse Izibonelelo Zokuthumela Ngaphandle zePVC zika-Agasti Ukuze Zifanelekele Ukufaneleka Ukungeniswa Kwempahla Kumanye Amazwe.

Iqhutywa kukunyuka kwamaxabiso e-ethylene, iFormosa Plastics Group iphakamise izibonelelo zayo zokuthumela ngaphandle zePVC ngo-Agasti kuzo zonke iindawo:

• I-CIF India: USD 860/MT, inyuke nge-USD 45/MT
• Izibuko zase-CIF Mainland China: USD 810/MT, ukunyuka USD 50/MT
• I-CIF eMzantsi-mpuma Asia: i-USD 840/MT, inyuke nge-USD 50/MT
• I-FOB eTaiwan, eTshayina: USD 780/MT, ayitshintshanga

Isipho sikaFormosa esijoliswe eIndiya se-USD 860/MT siphezulu kakhulu kunomda wexabiso le-USD 766, nto leyo evumela ukuba kungeniswe ngaphandle kwemiqathango. Oku kunika inkampani ithuba elikhulu lokukhuphisana ngaphezu kokuthunyelwa kwe-PVC okungabizi kakhulu ngoku okuthintelwe ngumthetho omtsha wokungenisa.

I-India ibisoloko iyeyona marike iphambili yokuthumela ngaphandle i-PVC eTshayina. Ngowama-2025, ukuthunyelwa ngaphandle kwe-PVC eTshayina eIndiya kufike kwi-1.515 yezigidi zeetoni zemetric, nto leyo eyenza i-39.6% yexabiso lilonke le-PVC elithunyelwa ngaphandle kweli lizwe.

NgoJuni ka-2026, iTshayina yathumela ngaphandle malunga neetoni ezingama-91,300 zePVC eIndiya ngexabiso eliphakathi lokuthumela ngaphandle le-USD 764.7 ngetoni nganye. Ukuthunyelwa kwamanye amazwe eIndiya kwisiqingatha sokuqala sowama-2026 kufikelele malunga neetoni ezingama-906,400, okwenza malunga nesithathu somthamo wokuthunyelwa kwamanye amazwe kwePVC eTshayina.