Urhwebo lwe-PVC luqinile kwi-Oscillation, lune-Handside Capture yi-High Inventory; ii-PP Polyolefins zibonelela ngamathuba okuthengisa okufutshane

I-PVC: Ukuxinana Okunamandla, Ubuninzi Bezinto Ezisetyenzisiweyo Buthintela Amandla Angaphezulu

Kwimini yorhwebo yangaphambili, isivumelwano esiphambili sePVC futures sehle nge-1.48%, amaxabiso angengowakho eMpuma China ehla nge-80 CNY/ton kwaye isiseko sihlala sizinzile. Umdlalo ophambili wemarike usekwe kunxibelelwano phakathi kweengxaki zokubonelela ngezinto eziluhlaza eziqhutywa yi-geopolitics yaphesheya, ukuqaliswa kwemfuno yentwasahlobo yasekhaya kunye noluhlu oluphezulu lwezinto. Ixhaswa ziindleko eziqinileyo zexesha elifutshane, amaxabiso ePVC arhwebo ngamandla ngokunyuka ngelixa amandla aphezulu ethintelwe ngokungqongqo luluhlu oluphezulu lwezinto.

Kwicala lokubonelela, izinga lokusebenza kwe-PVC esekelwe kwi-ethylene lehle ngenxa yeendleko eziphezulu, nto leyo eyabangela ulindelo lokuqiniswa kwesakhiwo. Amanqanaba okusebenza kwemibhobho kunye neprofayili abuyele kwinqanaba lonyaka kodwa ahlala ephantsi, apho ukuthengwa kulinganiselwe kwimfuno eqinileyo kunye namandla abuthathaka okuqhuba imakethi. Uxinzelelo lwezopolitiko lwaseMbindi Mpuma lunyuse amaxabiso eoli ekrwada kunye ne-ethylene, nto leyo enika umgangatho oqinileyo we-PVC. Eli shishini lisekwinqanaba lokwakha uluhlu lwezinto ezikhoyo: uluhlu lwezinto ezikhoyo kwintlalo belukwi-1.4038 yezigidi zeetoni (+3.76% MoM) kwaye uluhlu lwezinto ezikhoyo kwishishini lukwi-458,400 yeetoni (inyuke kancinci i-MoM), kunye nokukhula kwezinto ezikhoyo ikakhulu ngenxa yeendawo zokugcina izinto ezikhoyo kwintlalo.

Ixhaswa ziindleko kunye nemfuno yasentwasahlobo, i-PVC akunakwenzeka ukuba ibone ukwehla okukhulu. Ingqwalasela yexesha eliphakathi ikwi-removement restock kunye nesantya sokubuyiselwa kwemfuno. Imbono: Ukuguquguquka okunamandla, okugqunywe yi-inventory ephezulu.

IiPolyolefins zePP: Inkxaso yeendleko eziphelayo, Gxila kumathuba okuthengisa okufutshane

Ngomhla worhwebo odlulileyo, iikowuteshini zePP eHangzhou zinyuke kakhulu, ngamaxabiso aphambili e-fiber aqala kwi-8,950-9,050 CNY/ton; abathengisi bavavanye izibonelelo eziphezulu ngeentengiselwano zokwenyani ezinokuxoxiswana ngazo. Amaxabiso e-LLDPE eYuyao ahlengahlengiswe yi-50-200 CNY/ton, ahambelana nemarike kwaye avulelekile ukuba kuxoxiswane ngokusekelwe kumthamo we-odolo.

Uxinzelelo lwezopolitiko lunyuse iindleko, kwaye ikamva elingazinzanga likhokelele kumaxabiso aphantsi kurhwebo kumanqanaba aphezulu. Izinga lokusebenza kweshishini lehlile, nto leyo eyanyanzela amashishini ukuba anciphise imithwalo yemveliso. Abavelisi beplastiki abaninzi bavala ngenxa yokugcinwa, benyusa ukusetyenziswa kwamandla ukuya kuthi ga kwi-80% kwaye baqinisa ukunikezelwa; uluhlu lwabavelisi be-PP lwehle kwi-MoM kwiveki ephelileyo. Amanqanaba okusebenza aphantsi aphinde anyuka, abathengi besamkela amaxabiso aphezulu kancinci kwaye beqhuba ukuhlaziywa kwesitokhwe esincinci ngokuncipha. Imakethi yayilawulwa kukugaya uluhlu lwamaxabiso aphantsi, kunye nokunyuka korhwebo lwesiseko.

Njengoko kuncitshiswa uxinzelelo lwezopolitiko kunye nokuncipha kwamandla aqhutywa ziindleko, kulindeleke ukuba amaxabiso e-polyolefin arhoxe. Icebo: Gxila kumathuba okuthengisa kancinci e-polyolefins.

I-Chemdo: Jonga ukuguquguquka kweMarike yePlastiki kumaqabane eHlabathi