NgoNovemba ka-2023, imakethi ye-PE iye yaguquguquka yaza yehla, kunye nomkhwa obuthathaka. Okokuqala, imfuno ibuthathaka, kwaye ukunyuka kwee-odolo ezintsha kumashishini asezantsi kuncinci. Imveliso yefilimu yezolimo ingenile kwixesha elingekhoyo, kwaye izinga lokuqalisa kwamashishini asezantsi liye lehla. Ingqondo yemarike ayilunganga, kwaye umdla wokuthengwa kwe-terminal awulungile. Abathengi abasezantsi baqhubeka belinda kwaye babone amaxabiso emarike, echaphazela isantya sokuthunyelwa kweemarike kunye nengqondo. Okwesibini, kukho unikezelo lwangaphakathi olwaneleyo, kunye nemveliso ye-22.4401 yezigidi zeetoni ukususela ngoJanuwari ukuya ku-Oktobha, ukwanda kwe-2.0123 yeetoni zezigidi ukusuka kwixesha elifanayo kunyaka odlulileyo, ukwanda kwe-9.85%. Unikezelo lwangaphakathi lulonke luyi-33.4928 yezigidi zeetoni, ukwanda kwe-1.9567 yezigidi zeetoni ukusuka kwixesha elifanayo kulo nyaka uphelileyo, ukwanda kwe-6.20%. Ekupheleni kwenyanga, kukho ukunyuka kwengqwalasela yeemarike ngokubhekiselele kumaxabiso aphantsi, kwaye abanye abathengisi babonisa injongo ethile yokuzalisa izikhundla zabo kumanqanaba aphantsi.
NgoDisemba, imarike yempahla yamazwe ngamazwe iya kujongana noxinzelelo olulindelekileyo lokudodobala koqoqosho lwehlabathi ngo-2024. Ekupheleni konyaka, imarike ilumkile kwaye iya kuqhubeka igxile kwimisebenzi yexesha elifutshane efana nokukhawuleza nokuphuma. Nangona izinto ezininzi ze-bearish ezifana nemfuno ebuthakathaka kunye nenkxaso yeendleko ezibuthathaka, kulindeleke ukuba kusekho indawo ephantsi kwimarike, kwaye ingqwalasela iya kuhlawulwa kwinqanaba lexeshana lexabiso.
Okokuqala, imfuno iyaqhubeka nokuba buthathaka kwaye uluvo lwentengiso lubuthathaka. Ukungena kukaDisemba, imfuno yokuthumela ngaphandle iimpahla zeKrisimesi kunye nefilimu yokupakisha yoNyaka oMtsha kunye noMnyhadala waseNtwasahlobo iya kubonakala, kunye nokungaqiniseki okuninzi. Ekupheleni konyaka, imfuno iyonke iya kuhlala ithe tyaba, kwaye iifektri ezisezantsi kulindeleke ukuba zehle kwimveliso. Ezinye iifektri zinokungena kwiholide kwangethuba. Okwesibini, unikezelo luyaqhubeka ukwanda. Ekupheleni kukaNovemba, uluhlu lweentlobo ezimbini zeoli zaziphezulu kunexesha elifanayo kunyaka ophelileyo, kwaye i-inventory yezibuko yayiqhelekile. Ekupheleni konyaka, nangona i-dollar yase-US iyancipha, imfuno kwimarike yaseTshayina yayibuthathaka, kwaye indawo ye-arbitrage yayincinci. Umthamo wokungenisa elizweni we-PE ngoDisemba uya kuhla, kwaye akukho maninzi amashishini olondolozo lwasekhaya. Izixhobo zasekhaya zininzi, kwaye uluhlu lwempahla yoluntu kulindeleke ukuba lwetyiswe kancinci. Okokugqibela, inkxaso yeendleko ayonelanga, kwaye imarike ye-oyile ekrwada yamazwe ngamazwe ngoDisemba iya kujongana noxinzelelo lokudodobala okulindelweyo koqoqosho lwehlabathi ngo-2024, ngaloo ndlela icinezela intsingiselo yamaxabiso eoyile, kwaye amaxabiso e-oyile ekrwada angabonisa ukuhla ukuhla.
Lilonke, iinkcukacha ezingezizo zengqesho e-United States ziphakamise inkxalabo kubatyali-zimali malunga nenkangeleko yezoqoqosho kunye nenkangeleko yemfuno yamandla, kwaye imarike yempahla yorhwebo yamazwe ngamazwe iya kujongana noxinzelelo oluvela kwizinto ezilindelekileyo zokuhla kokukhula koqoqosho lwehlabathi ngowama-2024 ngoDisemba. Kutshanje, ukukhula koqoqosho lwangaphakathi kuzinzile, kwaye ukuncitshiswa kwemingcipheko ye-geopolitical ibonelele ngenkxaso kwireyithi yokutshintshiselana kwe-RMB. Ukuphindaphindwa kwexabiso lokurhweba lonaniso lwangaphandle lwe-RMB lunokuba lukhawulezise uxabiso lwamva nje lwe-RMB. Indlela yokuxabisa yexesha elifutshane ye-RMB inokuqhubeka, kodwa imfuno ebuthathaka kwimarike yaseTshayina kunye nendawo elinganiselweyo ye-arbitrage ayiyi kuzisa uxinzelelo olukhulu kunikezelo lwe-PE lwangaphakathi.
NgoDisemba, ukugcinwa kwezixhobo ngamashishini e-petrochemical asekhaya kuya kuncipha, kwaye uxinzelelo ekuboneleleni kwasekhaya luya kwanda. Imfuno kwimarike yaseTshayina ibuthathaka, kwaye indawo ye-arbitrage ilinganiselwe. Ekupheleni konyaka, kulindeleke ukuba ubungakanani bokungenisa elizweni abuyi kutshintsha kakhulu, ngoko ke umgangatho wokubonelela ngekhaya uya kuhlala uphezulu. Imfuno yemarike ikwinqanaba lokungabikho kwexesha lonyaka, kwaye ukuqokelelwa kwee-odolo ezisezantsi kuthoba kakhulu, kugxininiswa ngakumbi ekuzaliseni imfuno ebalulekileyo. NgoDisemba, imarike yempahla yamazwe ngamazwe iya kujongana noxinzelelo olulindelekileyo ekukhuleni koqoqosho lwehlabathi ngo-2024. Ngokusekelwe kuhlalutyo olubanzi, imarike ye-polyethylene yahlala ibuthathaka kwaye iguquguqukayo ngoDisemba, kunye nokwenzeka kokuhla okuncinci kwiziko lamaxabiso. Ukuqwalasela inkxaso eqinile yemigaqo-nkqubo yasekhaya kunye nokuhla okuqhubekayo kwamaxabiso, abarhwebi banenqanaba elithile lokuzaliswa kweemfuno, okwenza kube nzima ukwenza i-unilateral down trending ukuxhasa imarike. Emva kokuhla kwexabiso, kukho ukulindela ukuphindaphinda kunye nokulungiswa. Ngaphantsi kweemeko zokugqithiswa, ukuphakama okuphezulu kukhawulelwe, kwaye i-linear mainstream yi-7800-8400 yuan / ton. Isishwankathelo, kwakukho unikezelo lwasekhaya olwaneleyo ngoDisemba, kodwa kwakusekho imfuno enamandla. Njengoko sasingena kwinqanaba lokuphela konyaka, imarike ijongene noxinzelelo lokubuyisela imali kwaye imfuno epheleleyo ibingonelanga. Ngenkxaso elumkileyo ekusebenzeni, indlela yokuthengisa inokuba buthathaka. Nangona kunjalo, emva kokuhla okuqhubekayo, kunokubakho ukubonakaliswa kwenqanaba eliphantsi lokuzaliswa kwenqanaba, kwaye ukubuyiswa okuncinci kusenokulindelwa.
Ixesha lokuposa: Dec-11-2023