Ukususela ngo-2021, imfuno yehlabathi ye-polyvinyl chloride (PVC) ibone ukunyuka okukhulu okungazange kubonwe ukusukela kwingxaki yezemali yehlabathi ka-2008. Kodwa phakathi ko-2022, imfuno ye-PVC iphola ngokukhawuleza kwaye amaxabiso ayehla ngenxa yokunyuka kwamazinga enzala kunye nokunyuka kwamaxabiso aphezulu kwiminyaka emininzi.
Ngowama-2020, imfuno ye-PVC resin, esetyenziselwa ukwenza imibhobho, iiprofayili zomnyango neefestile, i-vinyl siding kunye nezinye iimveliso, yehla kakhulu kwiinyanga zokuqala zokuqhambuka kwe-COVID-19 kwihlabathi liphela njengoko umsebenzi wokwakha wehla. Idatha ye-S&P Global Commodity Insights ibonisa ukuba kwiiveki ezintandathu ukuya ekupheleni kuka-Epreli 2020, ixabiso le-PVC elithunyelwe ngaphandle livela e-United States lehla ngama-39%, ngelixa ixabiso le-PVC e-Asia naseTurkey nalo lehla ngama-25% ukuya kuma-31%. Amaxabiso e-PVC kunye nemfuno zibuyele ngokukhawuleza phakathi kowama-2020, kunye nokukhula okunamandla ukuya ekuqaleni kuka-2022. Abathathi-nxaxheba kwimarike bathi kwicala lemfuno, iofisi yasekhaya ekude kunye nemfundo yasekhaya yabantwana kwi-intanethi ikhuthaze ukukhula kwemfuno ye-PVC yezindlu. Kwicala lokubonelela, amazinga aphezulu okuthunyelwa kwempahla kwamanye amazwe ase-Asia enze i-PVC yase-Asia ingakhuphisani njengoko ingena kwezinye iindawo uninzi luka-2021, i-United States inciphise ukubonelela ngenxa yeziganeko zemozulu ezimbi kakhulu, iiyunithi ezininzi zemveliso eYurophu ziphazamisekile, kwaye amaxabiso amandla ayaqhubeka. Ukunyuka, ngaloo ndlela kunyuse kakhulu iindleko zemveliso, nto leyo eyenza amaxabiso e-PVC ehlabathi anyuke ngokukhawuleza.
Abathathi-nxaxheba kwimarike baqikelele ukuba amaxabiso e-PVC aza kubuyela kwisiqhelo ekuqaleni kuka-2022, kunye namaxabiso e-PVC kwihlabathi liphela ehla kancinci kancinci. Nangona kunjalo, izinto ezifana nokunyuka kwengxabano yaseRashiya ne-Ukraine kunye nobhubhane e-Asia zibe nefuthe elikhulu kwimfuno ye-PVC, kwaye ukunyuka kwamaxabiso kwihlabathi jikelele kubangele amaxabiso aphezulu ezinto ezisisiseko ezifana nokutya kunye namandla, kunye nokunyuka kwamazinga enzala kwihlabathi liphela kunye noloyiko lokudodobala koqoqosho. Emva kwexesha lokunyuka kwamaxabiso, imfuno yemarike ye-PVC yaqala ukuncitshiswa.
Kwimarike yezindlu, ngokwedatha evela kuFreddie Mac, izinga eliqhelekileyo lemali mboleko yendlu esisigxina yeminyaka engama-30 e-US lifikelele kwi-6.29% ngoSeptemba, ukusuka kwi-2.88% ngoSeptemba 2021 kunye ne-3.22% ngoJanuwari 2022. Amanani emali mboleko yendlu aphindwe kabini ngoku, ephinda kabini iintlawulo zenyanga kwaye ehlisa amandla okukwazi ukuthenga imali mboleko yabathengi bezindlu, utshilo uStuart Miller, usihlalo ophetheyo weLennar, umakhi wezindlu wesibini ngobukhulu e-US, ngoSeptemba. Amandla "okuchaphazela kakhulu" imakethi yezindlu yase-US aya kunciphisa imfuno ye-PVC ekwakheni ngaxeshanye.
Ngokuphathelele amaxabiso, iimarike zePVC eAsia, eMelika naseYurophu zahlukene kakhulu. Njengoko amazinga okuthutha impahla ehla kwaye i-PVC yaseAsia iphinda yakwazi ukukhuphisana kwihlabathi liphela, abavelisi baseAsia baqala ukunciphisa amaxabiso ukuze bakhuphisane ngesabelo semarike. Abavelisi base-US nabo baphendule ngokuncitshiswa kwamaxabiso, nto leyo eyabangela ukuba amaxabiso ePVC ase-US naseAsia ehle kuqala. EYurophu, amaxabiso eemveliso zePVC eYurophu aphezulu kunangaphambili ngenxa yamaxabiso aphezulu ombane aqhubekayo kunye nokunqongophala kwamandla okunokwenzeka, ingakumbi ngenxa yokunqongophala kombane okunokwenzeka, okukhokelele ekwehleni kwemveliso yePVC kwishishini le-chlor-alkali. Nangona kunjalo, ukwehla kwamaxabiso ePVC ase-US kunokuvula ifestile ye-arbitrage eYurophu, kwaye amaxabiso ePVC aseYurophu awayi kuphuma esandleni. Ukongeza, imfuno yePVC yaseYurophu nayo yehlile ngenxa yokudodobala koqoqosho kunye nokuxinana kwezinto ezithuthwayo.
Ixesha lokuthumela: Okthobha-26-2022