iindaba

Imbono esengqiqweni kwisiqingatha sokuqala sonyaka:

Ukuchasana okuphambili: iindleko eziphezulu zinethemba elingenamkhawulo lokunyuka kwamaxabiso, kodwa baye bahlangabezana nengxaki yokunyuka kwamaxabiso phantsi kwemfuno ebuthathaka.Uxinzelelo lweendleko luyaqhubeka lukhona, kwaye i-polypropylene ixhaphake ngakumbi kwiingxaki phantsi kobunyani obuqinileyo kunye nokulindela obuthathaka.Iindleko eziphezulu zinzima ukunika inzuzo eninzi kakhulu kwi-lowstream, ukuphindaphinda kokuthengwa komjikelo wokuthengwa kwempahla ezantsi ngokucacileyo kuyandiswa;Lo bhubhani ube nempembelelo enkulu, ebangele ukulibaziseka kwexesha elide kunye nokuphazamiseka kulungiselelo nothutho, ukunqongophala kwamandla othutho, ukucotha ukuhanjiswa kwezibonelelo, kunye nokuqokelelwa okucacileyo kumbindi kunye namakhonkco aphezulu.Amaxabiso asekhaya aphantsi koxinzelelo lwehlabathi, ukungenisa iiWindows zivaliwe, ii-odolo ezivela kumashishini asezantsi ziyaphuma phantsi kweempembelelo zobhubhani, kwaye ukuthengiswa kwempahla ekrwada kuyanda ngaxeshanye.I-net increment ye-PP iphezulu kakhulu kune-PE, kwaye imfuno yasekhaya ibuthathaka, ekhokelela kwingqondo engenanto yexesha elide yabarhwebi.I-Polypropylene yomelela ngakumbi ebunzimeni, kwaye ukunamathela kunye nokuphonononga ngokuchasene nomkhwa wokwanda kube ngumxholo weqonga.

Kwisiqingatha sokuqala sika-2022, imarike yepolypropylene ibonise ukuhla emva kokunyuka, kunye nexabiso eliphakathi kwe-8684 yuan / toni, ixabiso eliphezulu ngekota ye-9600 yuan / toni, kunye nexabiso eliphantsi lekota ye-8350 yuan / ton. iye yaguquguquka kakhulu kwikota yokuqala.NgoFebruwari noMatshi, bekukuchasana phakathi kwenkxaso eqinile yokuphela kweendleko kunye ne-inventory ephezulu yeshishini eliphakathi ixesha elide.Imfazwe ye-blitz phakathi kweRashiya kunye ne-Ukraine yayisemngciphekweni wokuqhambuka, kwaye i-oyile ekrwada yatyhalelwa kweyona ndawo iphakamileyo ukusukela ngo-2014, kwaye i-polypropylene yabetha incopho yekota ye-9600 yuan/toni. ixabiso lendawo liphezulu, kodwa ukungalingani phakathi konikezelo kunye nemfuno kwikhonkco ye-polypropylene kucacile, isiphelo sebala asivuki kodwa siwela, okukhokelela kwilahleko yexesha elithile kwingeniso yemveliso, kwaye amashishini amaninzi akhetha ukunciphisa kakubi okanye ukuyeka imveliso phantsi koxinzelelo lokusebenza. Ukutshintsha kwemfazwe yaseUkraine kuxinzelelo kunye nokuphumla, ukuzisa ioyile ekrwada kukungaqiniseki okukhulu, ingqondo yentengiso ukulandela uhlengahlengiso, amaxabiso eoli abe ngumqondiso obalulekileyo wokutshintsha Kwikota yesibini, iinyanga ezi-4-5, i-polypropylene ihlala ibotshwe kuluhlu ixesha elininzi, amaxabiso eoyile aphezulu angaphantsi kwexabiso lenkxaso yomelele, inika inkxaso yexabiso lesundu, akukho xabiso liphantsi Kodwa imfuno ebuthathaka kunye ne-inventri ephezulu iseyeyona nto ibalulekileyo yokunyuka kwexabiso, indawo yokuvula indawo ayizange izise ukubuyiswa kwemfuno esebenzayo, imarike. Uqikelelo lwamathala eencwadi aqhubele phambili ixabiso lekamva eliya phezulu kwimpumelelo elindelekileyo, ubunzulu bemfuno esezantsi-yexesha, akukho kuqhubela phezulu, phantsi kwemvelaphi yokungalungiswa okucacileyo kwemfuno ebuthathaka, amaxabiso amabala ahlala kwi-8600 uhlengahlengiso olubanzi emva koMnyhadala weSikhephe seDragon. , ngokukhula okuzinzileyo kwentlanganiso yoqoqosho lokusetyenziswa, idiski yabonakala iintsuku zokunyuka okukhulu, inqanaba elithile lenkxaso yendawo yenkampani, imfuno ilindeleke ukuba iguquke ibe ngcono ayizange ifike, imbono yemfuno ebuthathaka kuluhlu lwempahla oluphezulu lunokuqokelela okucacileyo. Phantsi kwemeko yokunyuka kwamaxabiso ehlabathi, ukunyuka kwenzala kumazwe aphesheya kunye nokukhula okumanyumnyezi koqoqosho, ukhetho lomngcipheko wenkunzi luncitshisiwe, nto leyo enefuthe elibi kumaxabiso eemveliso zehlabathi kunye nokudandatheka kokuzithemba kwimarike yePP.Okwangoku, izinto ezisisiseko ngokucacileyo ziye zaba buthathaka, ukutsala phantsi kwamaxabiso I-macro sentiment i-negative, kwaye i-superposition ngokwayo ilinganiselwe ekuqhubeni imfuno, eyenza i-polypropylene iqhubeke noxinzelelo kule kota.

Kulo lonke ubuthathaka beemarike zentengiso, ixabiso le-polypropylene lihlala kwi-8400-8800 yuan / toni kwisiqingatha sesibini sonyaka: Emva kokuzaliswa kwe-downstream ye-market ye-PP kwikota yesibini, uxinzelelo lwexesha elifutshane lwe-inventory ye-petrochemical. ayinkulu, kwaye kunzima ukwenza uxinzelelo olukhulu kwimarike yePP kwixesha elizayo.Nangona kunjalo, ngoJulayi, imfuno yepetrochemical yasekhaya ibuthathaka, kusekho uqikelelo oluhlayo Ukusuka kwimbono yokubonelela, inani leeyunithi zokugcinwa kwehle kwaye iqondo lokuxininisa liyancipha, kwaye icala lokubonelela libuyele ngokuthe ngcembe kwinqanaba eliqhelekileyo.Emazantsi e-China, i-1.2 yezigidi zeetoni / ngonyaka we-Zhongjing Petrochemical plant yongezwa, iNorth China i-Tianjin Bohua Comforkang yafakwa ngokusemthethweni ekusebenzeni, kwaye ixesha lokungaphumeleli lokugcinwa kwe-Maoming Petrochemical Shanghai ye-petrochemical plant landiswa, kwaye icala lokubonelela ngokubanzi laye laphumla ngokwemiqathango. yemfuno, ngoJulayi, imfuno esezantsi komlambo yaba ekupheleni-ixesha kwaye phambi kokuqala kwexesha lemfuno incopho, uxinzelelo lwe-inventri yeemveliso zokugcina umzi-mveliso yayinkulu, kwaye umzi-mveliso wagcina isimo sengqondo esilumkileyo malunga nokuthengwa kwemveliso. iimpahla ezingekasilwa.

Nangona uxinzelelo lonikezelo lwanda ngenxa yokuncipha kokulungiswa kwemarike kwikota yesithathu, ngokuthe ngcembe yatshintshela kwixesha lemfuno ephezulu, kwaye umoya wokurhweba wabasebenzi bentengiso waguquka ukusuka kokungasebenziyo ukuya ngaphezulu. Abathathi-nxaxheba kwimarike PP ulindelo lwemarike kwixesha elizayo ikakhulu enethemba Imalunga ukungena zemveli zegolide ezilithoba isilivere ezilishumi ixesha lonyaka elixakekileyo, ezantsi umlambo isitokhwe yokuhlola ukuya kumlinganiselo othile, njengoko imeko ubhubhane iphucuka, ukuya kuthi ga kwimfuno ethile yamandla elindeleke ukuphumelela uxinzelelo. , phambi kokuba i-breakthrough shock trend ingatshintshi, ixesha eliphakathi, iinzuzo ezilinganiselweyo