NgoNovemba ka-2023, imakethi ye-PE yatshintshatshintsha yaza yehla, kwanendlela ebuthathaka. Okokuqala, imfuno ibuthathaka, kwaye ukwanda kwee-odolo ezintsha kumashishini asezantsi kuncinci. Imveliso yeefilimu zezolimo ingenile kwixesha elingeyomfuneko, kwaye izinga lokuqalisa amashishini asezantsi lehlile. Ingqondo yemarike ayilunganga, kwaye umdla wokuthengwa kwesiphelo awulunganga. Abathengi abasezantsi bayaqhubeka nokulinda nokubona amaxabiso emarike, nto leyo echaphazela isantya sokuthunyelwa kwemarike kunye nengqondo. Okwesibini, kukho unikezelo olwaneleyo lwasekhaya, kunye nemveliso yeetoni ezingama-22.4401 ezigidi ukusuka ngoJanuwari ukuya ku-Okthobha, ukunyuka kweetoni ezizigidi ezi-2.0123 ukusuka kwixesha elifanayo kunyaka ophelileyo, ukunyuka kwe-9.85%. Unikezelo lwasekhaya lulonke ziitoni ezingama-33.4928 ezigidi, ukunyuka kweetoni ezizigidi ezi-1.9567 ukusuka kwixesha elifanayo kunyaka ophelileyo, ukunyuka kwe-6.20%. Ekupheleni kwenyanga, kubekho ukwanda kwengqwalasela yemarike kumaxabiso aphantsi, kwaye abanye abathengisi babonise injongo ethile yokugcwalisa izikhundla zabo kumanqanaba aphantsi.
NgoDisemba, imakethi yeempahla zamazwe ngamazwe iya kujongana noxinzelelo oluvela kulindelo lokuhla koqoqosho lwehlabathi ngo-2024. Ekupheleni konyaka, imakethi ilumkile kwaye iya kuqhubeka nokugxila kwimisebenzi yexesha elifutshane efana nokungena ngokukhawuleza nokuphuma ngokukhawuleza. Nangona kukho izinto ezininzi ezibangela ukwehla kwexabiso ezifana nemfuno ebuthathaka kunye nenkxaso yeendleko ezibuthathaka, kulindeleke ukuba kusekho indawo esezantsi kwimakethi, kwaye ingqalelo iya kunikelwa kwinqanaba lexeshana lokubuyela umva kwamanqanaba amaxabiso.
Okokuqala, imfuno iyaqhubeka nokuba buthathaka kwaye iimvakalelo zemarike ziphantsi. Ukungena ngoDisemba, imfuno yeempahla zeKrisimesi zokuthumela ngaphandle kunye neefilimu zokupakisha kwiMibhiyozo yoNyaka oMtsha kunye neNtwasahlobo iya kubonakala, kunye nokungaqiniseki okuninzi. Ekupheleni konyaka, imfuno iyonke iya kuhlala ihleli, kwaye iifektri ezisezantsi kulindeleke ukuba zehle kwimveliso. Ezinye iifektri zinokungena kwiholide ngaphambi kwexesha elicwangcisiweyo. Okwesibini, ukubonelela kuyaqhubeka nokwanda. Ekupheleni kukaNovemba, uluhlu lweendidi ezimbini zeoyile lwaluphezulu kunexesha elifanayo kunyaka ophelileyo, kwaye uluhlu lweeport lwaludla ngokuba phezulu. Ekupheleni konyaka, nangona izinga lokutshintshiselana ngedola yaseMelika libuthathaka, imfuno kwimarike yaseTshayina yayibuthathaka, kwaye indawo ye-arbitrage yayincinci. Umthamo wokungenisa we-PE ngoDisemba uya kuncipha, kwaye akukho mashishini maninzi okugcina izinto zasekhaya. Izixhobo zasekhaya zininzi, kwaye uluhlu lwezentlalo kulindeleke ukuba lunciphe kancinci. Okokugqibela, inkxaso yeendleko ayonelanga, kwaye imakethi yeoyile yamazwe ngamazwe ngoDisemba iya kujongana noxinzelelo lokuhla koqoqosho lwehlabathi olulindelweyo ngo-2024, ngaloo ndlela icinezela umkhwa wamaxabiso eoyile, kwaye amaxabiso eoyile angabonisa umkhwa wokuhla okuguqukayo.
Ngokubanzi, idatha embi yengqesho eMelika iphakamise inkxalabo phakathi kwabatyali-mali malunga nembono yezoqoqosho kunye nembono yemfuno yamandla, kwaye imakethi yeempahla zamazwe ngamazwe iya kujongana noxinzelelo oluvela kulindelo lokuhla kokukhula koqoqosho lwehlabathi ngo-2024 ngoDisemba. Kutshanje, ukukhula koqoqosho lwasekhaya kuye kwazinza, kwaye ukuthomalaliswa kweengozi zezopolitiko kuye kwabonelela ngenkxaso yezinga lokutshintshiselana nge-RMB. Ukunyuka kwakhona komthamo wokurhweba ngotshintshiselwano lwangaphandle lwe-RMB kusenokuba kukhawulezise uxabiso lwakutshanje lwe-RMB. Indlela yoxabiso lwexesha elifutshane lwe-RMB inokuqhubeka, kodwa imfuno ebuthathaka kwimakethi yaseTshayina kunye nendawo encinci ye-arbitrage ayizukuzisa uxinzelelo olukhulu kubonelelo lwe-PE lwasekhaya.
NgoDisemba, ukugcinwa kwezixhobo ngamashishini e-petrochemical asekhaya kuya kuncipha, kwaye uxinzelelo kubonelelo lwasekhaya luya kwanda. Imfuno kwimarike yaseTshayina ibuthathaka, kwaye indawo ye-arbitrage incinci. Ekupheleni konyaka, kulindeleke ukuba ubungakanani bokungenisa izinto ngaphandle abuyi kutshintsha kakhulu, ngoko ke inqanaba lobonelelo lwasekhaya lilonke liya kuhlala liphezulu. Imfuno yemarike ikwinqanaba elingaphandle kwexesha, kwaye ukuqokelelwa kwee-odolo ezisezantsi kuyehla kakhulu, kugxininiswa ngakumbi ekuzaliseni imfuno ebalulekileyo. NgoDisemba, imakethi yeempahla zamazwe ngamazwe iya kujongana noxinzelelo lokuhla okulindelweyo kokukhula koqoqosho lwehlabathi ngo-2024. Ngokusekelwe kuhlalutyo olupheleleyo, imakethi ye-polyethylene yahlala ibuthathaka kwaye ingaguquguquki ngoDisemba, kunye nokuhla okuncinci kwiziko lamaxabiso. Ukuqwalasela inkxaso enamandla yemigaqo-nkqubo yasekhaya kunye nokuhla okuqhubekayo kwamaxabiso, abathengisi banenqanaba elithile lemfuno yokugcwalisa kwakhona, okwenza kube nzima ukwenza umkhwa wokuhla wecala elinye ukuxhasa imakethi. Emva kokuhla kwamaxabiso, kukho ulindelo lokubuyela umva nokulungiswa. Phantsi kwemeko yokubonelela ngokugqithisileyo, ukuphakama okuphezulu kunqongophele, kwaye i-linear mainstream yi-7800-8400 yuan/ton. Ngamafutshane, bekukho ukubonelela okwaneleyo kwasekhaya ngoDisemba, kodwa bekukho imfuno enamandla. Njengoko singena kwinqanaba lokuphela konyaka, imakethi ijongene noxinzelelo lokufumana imali kwaye imfuno iyonke yayinganelanga. Ngoncedo olucokisekileyo olusebenzayo, umkhwa wemakethi unokuba buthathaka. Nangona kunjalo, emva kokuhla okuqhubekayo, kunokubakho ukubonakaliswa kokuhlaziywa kwenqanaba eliphantsi, kwaye ukuphinda kubuye kancinci kusenokwenzeka ukuba kulindeleke.
Ixesha lokuthumela: Disemba-11-2023