• intloko_ibhena_01

Ukunyuka kwamaxabiso eoli, amaxabiso eplastiki aqhubeka nokunyuka?

Okwangoku, kukho izixhobo ezininzi zePP kunye ne-PE yokupaka kunye nokugcinwa, i-inventory ye-petrochemical iyancitshiswa ngokuthe ngcembe, kwaye uxinzelelo lokubonelela kwisayithi luyancipha. Nangona kunjalo, kwixesha elizayo, inani lezixhobo ezitsha zongezwa ukwandisa umthamo, isixhobo siqala kwakhona, kwaye ukunikezelwa kunokwandiswa kakhulu. Kukho iimpawu zokunciphisa imfuno ephantsi, imiyalelo yoshishino lwefilimu yezolimo yaqala ukunciphisa, imfuno ebuthathaka, kulindeleke ukuba ibe yiPP yamva nje, i-PE market shock ukuqinisa.

Izolo, amaxabiso e-oyile kumazwe ngamazwe anyukile, njengoko ukutyunjwa kukaTrump kukaRubio njengonobhala welizwe kukuhle kumaxabiso eoli. I-Rubio ithathe indawo ye-hawkish kwi-Iran, kwaye ukuqiniswa kwesohlwayo sase-US ngokumelene ne-Iran kunokunciphisa ukunikezelwa kweoli yehlabathi nge-1.3 yezigidi zemibhobho ngosuku. Ngenxa yoko, ixabiso le-US kunye neoli yelaphu lenyuka, ukususela ekupheleni kosuku, i-oyile yase-US ivalwe kwi-68.43 yeedola nge-barrel, i-0.46%; I-oyile ekrwada ivalwe kwi-72.28 yeedola ngomphanda, inyuke nge-0.54%. Amaxabiso eoyile anyuke ngokufutshane, enyusa izibonelelo zeplasitiki. Ngokubhekiselele kwixesha elizayo, ikamva le-PP kunye ne-PE liye laguquguquka namhlanje, linyuka emva kokuvula okuphantsi, kodwa lisezantsi ekugqibeleni, kwaye ikamva liyancipha, licinezela izibonelelo zeplastiki. Ngokubhekiselele kwi-petrochemical, ukususela ngoNovemba 14, isitokhwe seplastiki imibhobho emibini yeoli yayiyi-670,000 tons, phantsi kweetoni ze-10,000 ukususela izolo. Ezantsi kwe-1.47% yekota kwikota, phantsi kwe-0.74% ngonyaka, i-petrochemical inventory iyancipha, uxinzelelo lwe-inventory alukho lukhulu, ukunyusa ukunikezelwa kwendawo yeplastiki. Ixabiso leoli langoku lilindeleke ukuba linyuke, ikamva lawa kancinane, ukujongana ngezikhondo zamehlo kunye nokubi kwintsimi, ixabiso leplastiki yamva nje yokunyuka nokuwa kancinci.

Ukusuka kwimeko yokunikezelwa kweemarike, amaxabiso e-PP ayingxenye ye-bullish, namhlanje i-PP yocingo lomzobo wexabiso eliqhelekileyo le-7350-7670 yuan / ton, ixabiso le-North China linear ye-7350-7450 yuan / ton, efanayo nayizolo. Ixabiso lomzobo eMpuma yeChina laliyi-7350-7600 yuan / ton, engatshintshiyo ukusuka izolo. Ixabiso lomzobo eMzantsi China yi-7600-7670 yuan / ton, ukunikezelwa kummandla ngokuthe ngcembe kuhlolisisa i-20-50 yuan / ton, kunye nexabiso lomgca kuMzantsi-ntshona weChina yi-7430-7500 yuan / ton, efana nezolo.

Imakethi ye-PE inikezela kancinci, ixabiso langoku eliqhelekileyo liyi-8400-8700 yuan / itoni, ixabiso lomda eMntla China yi-8450-8550 yuan / ton, kwaye umnikelo ophantsi yi-15 yuan / itoni engaphantsi kunezolo. Ixabiso lomgca kwi-East China yi-8550-8700 yuan / ton, kwaye ezinye izibonelelo zi-20 yuan / toni ephezulu kunezolo. Ixabiso lomgca eMzantsi China laliyi-8600-8700 yuan / ton, engatshintshiyo ukususela izolo. Ixabiso lomda kummandla osemzantsi-ntshona yi-8400-8450 yuan/toni, kwaye unikezelo kummandla lunyuke kancinci nge-20-50 yuan/toni. Ixabiso le-LDPE linyuke kancinci, unikezelo oluqhelekileyo nge-10320-11000 yuan/ton, North China high-pressure offer 10320-10690 yuan/toni, umnikelo ophantsi kancinane ezantsi nge-10 yuan/toni. EMpuma China uxinzelelo oluphezulu 10700-10850 yuan/toni, umnikelo ophantsi kancinci phantsi 50 yuan/toni. Ixabiso eliphezulu loxinzelelo eMzantsi China laliyi-10680-10900 yuan / ton, engatshintshiyo ukususela izolo. Ixabiso eliphezulu loxinzelelo kummandla osemazantsi-ntshona yi-10850-11,000 yuan/ton, kwaye unikezelo kummandla lunyuke kancinci nge-100 yuan/toni.

Kwimeko-bume enkulu, ixesha lesibini likaTrump njengomongameli liyasondela kwaye woyikise ngokumisela imirhumo kuzo zonke iimpahla ezithunyelwa eUnited States. Ngobuso besoyikiso sentlawulo kaTrump, amagosa eBhanki ePhakathi yaseYurophu alumkisa ukuba umgaqo-nkqubo werhafu weTrump awunakukhokelela kuphela ekuvuseleleni ukunyuka kwamaxabiso asekhaya e-United States, kodwa unokulimaza ukukhula koqoqosho lwehlabathi, okungenakulungelelaniswa nexabiso lempahla.

Isishwankathelo, ngoku, kukho izixhobo ezininzi zePP kunye ne-PE zokupaka kunye nokugcinwa, izixhobo ze-petrochemical ziyancipha ngokuthe ngcembe, kwaye uxinzelelo lokubonelela kwisayithi luyancipha. Nangona kunjalo, kwixesha elizayo, inani lezixhobo ezitsha zongezwa ukwandisa umthamo, isixhobo siqala kwakhona, kwaye ukunikezelwa kunokwandiswa kakhulu. Kukho iimpawu zokunciphisa imfuno ephantsi, imiyalelo yoshishino lwefilimu yezolimo yaqala ukunciphisa, imfuno ebuthathaka, kulindeleke ukuba ibe yiPP yamva nje, i-PE market shock ukuqinisa.

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Ixesha lokuposa: Nov-15-2024