1. Isishwankathelo seMarike: I-Range-Bound kumanqanaba aphantsi, Umdlalo we-Supply-Demand Game oNgalawulekiyo
Imakethi yePVC ngoJuni yandise umkhwa wobuthathaka obubonwe ngoMeyi. Ikamva lirhwebe kancinci, amaxabiso asezantsi ayebuthathaka ngenxa yokwahluka kwemimandla. Ubonelelo lwempahla luyehla kodwa imfuno yahlala icotha, ukususwa kwezinto ezisetyenzisiweyo kwacotha, kwaye amaxabiso ahlala ebambekile kumanqanaba aphantsi.
2. Uhlalutyo loNikezelo: Ulondolozo oluQokelelweyo Phakathi koxinzelelo lokuqalisa kwakhona kwixesha elizayo
Amanqanaba okusebenza ehle kakhulu ngoMeyi, nto leyo ephawula ukuncipha okukhulu konikezelo kwiminyaka yakutshanje. Iiyunithi ezisekwe kwi-ethylene ziqalise kwakhona ngoJuni, ziphakamisa imveliso kwaye zonyusa uxinzelelo lonikezelo. Umthamo omtsha uya kuncitshiswa kwixesha eliphakathi ukuya kwelide, ngelixa imodeli ye-"chlor-alkali cross-subsidy" ithintela ukulula okusisiseko konikezelo kwixesha elifutshane.
3. Imfuno: Imfuno Ebuthathaka Iba Yindlela Eqhelekileyo, Isiqhelo Sokungasebenzisi Ixesha Lonyaka Songeza Uxinzelelo
Izicelo ezinxulumene nezindlu zibangela ngaphezulu kwe-60% yemfuno ye-PVC kwaye ziyaqhubeka nokuvavanya ukusetyenziswa. UJuni ungena kwixesha lesiqhelo lokungasebenzi kunye namazinga okusebenza asezantsi. Ukuthunyelwa kwamanye amazwe kuphantsi koxinzelelo lwexesha elifutshane, kunye nomthamo oqikelelweyo we-250,000–300,000 m ngoMeyi–Juni, obonelela ngenkxaso encinci.
4. Uluhlu: Iimpahla Eziphezulu Ixabiso Eliphantsi Ukuqina
Iimpahla ezisetyenzisiweyo, ezemizi-mveliso, nezentlalontle ngasekupheleni kukaMeyi zihlale zikwinqanaba eliphezulu kwimbali ngenxa yokukhula konyaka nonyaka. Imfuno ebuthathaka ikhokelele ekususweni kwezinto ezisetyenzisiweyo kancinci, kwaye iimpahla eziphezulu zithintele ukuguquguquka kwamaxabiso.
5. Iindleko kunye neeMargins: Inkxaso eNcinci evela kwiindleko
Abavelisi bePVC abasekelwe kwi-calcium carbide kunye nabasekelwe kwi-ethylene bakwindawo yokwenza ilahleko; imida edibeneyo ye-chlor-alkali iphantse yaphuka. Iindleko ze-calcium carbide kunye namalahle ezinamandla kancinci kancinci zakha umgangatho wamaxabiso.
6. Izinto ezimalunga ne-Macro kunye ne-Geopolitical
Ukungavisisani ngokwezopolitiko kuye kwehla, nto leyo eye yabangela ukuba izinto ezixhasayo zibe buthathaka ngaphambili. Imigaqo-nkqubo yokukhutshwa kweebhondi ezikhethekileyo kunye nenethiwekhi yepayipi ilungile ekuhambeni kwexesha kodwa inikezela ngokunyuswa kwemfuno okuncinci kwixesha elifutshane.
7. Imbonakalo
Imakethi yePVC kulindeleke ukuba ihlale kurhwebo olubuthathaka ngoJuni. Isantya esiphezulu asanelanga, ngelixa indawo yokungabikho kwexabiso incinci. Amanqaku aphambili okubeka esweni: ukususwa kwesitokhwe sempahla, umgaqo-nkqubo werhafu waseIndiya, inkqubela phambili yokugcinwa kunye nokuqaliswa kwakhona, i-geopolitics, kunye nesantya sokuphunyezwa komgaqo-nkqubo.
Ixesha lokuthumela: Juni-02-2026