Iindaba zeMarike: Uxinzelelo lwaseMpuma-mpuma lunyusa amaxabiso eoyile; Ukugcinwa kwezityalo ze-PE ezininzi zasekhaya kuqinisa unikezelo ukuze kuxhaswe i-"Golden September" Rally; i-ABS iwela kwi-RMB 100/MT namhlanje

Uxinzelelo lwezopolitiko zaseMbindi Mpuma luye lwaphinda lwanda. Ukwanda kwemfazwe yase-US-Iran ngempelaveki kwandisa uloyiko lwemarike lokuphazamiseka kwexesha elide kokuthunyelwa kwempahla kwiStrait of Hormuz naseBab el-Mandeb Strait. Iingozi zezopolitiko ziye zabangela ukunyuka ngokuthe ngqo kwamaxabiso eoyile ekrwada. NgoMvulo, ikrwada yeBrent inyuke yaya kuthi ga kwi-USD 97 ngebhereli, ngelixa ikrwada ye-WTI inyuke yaya kuthi ga kwi-USD 92 ngebhereli.

Nangona i-geopolitics isebenza njengesikhuthazi, ukugcinwa kwezityalo zasekhaya, ukunciphisa umthwalo kunye nokunciphisa imveliso zenza umqhubi oyintloko emva kokunyuka kwamaxabiso okwangoku. Iiyunithi ezininzi zepetrochemical zibone amazinga aphantsi okusebenza kunye nokulibaziseka okuphindaphindiweyo kwiishedyuli zokuqalisa kwakhona. Ukungabikho kwezixhobo ezifumanekayo kuye kwanyusa iikowuteshini kwiindidi ezahlukeneyo zemveliso.

Icandelo le-PE

• Ukucoca iZhenhai kunye neekhemikhali: 300 KT/Y HDPE Line 3, ukugcinwa ukususela nge-1 kaSeptemba 7
• I-Fushun Petrochemical: Iyunithi ye-PE egcweleyo ye-80 KT/Y, ukugcinwa kwayo ukususela nge-5-25 kaSeptemba
• I-Guangdong Petrochemical: 400 KT/Y full-density PE Line 1, ukugcinwa ukususela nge-7 kaSeptemba 11
• I-China-Korea Petrochemical: Iyunithi ye-LLDPE engama-300 KT/Y, ukugcinwa kwayo ukususela nge-7-15 kaSeptemba
• I-Shanghai SECCO: Iyunithi ye-300 KT/Y HDPE, ukugcinwa kwayo ukususela nge-7 kaSeptemba 16

Ukongeza, ukuqaliswa kwakhona kwemveliso akufikeleli kulindelo. Umthamo we-900 KT kwiZhejiang Petrochemical kunye neYulong Petrochemical ujongene nokuqaliswa kwakhona okulibazisekileyo. Ukuqaliswa kwakhona kweYangzi Petrochemical kuye kwahlehliswa ngokuphindaphindiweyo, kwaye umhla wokugqibela wokuqaliswa kwakhona umiselwe nge-21 kaSeptemba.

Icandelo le-ABS

Abavelisi kuquka iZhejiang Petrochemical kunye neLihuayi bayaqhubeka nokunciphisa imithwalo yokusebenza kunye nemveliso. Ukubonelela okuncinci, kunye nokunyuka okuphantse kube yi-RMB 1,000/MT ngeveki kumaxabiso e-styrene, kunikeze inkxaso enamandla yeendleko. I-ABS ifumene inzuzo ephezulu engaphezulu kwe-RMB 600/MT kwiveki yokuqala kaSeptemba, nto leyo ekhokelele ekunyukeni kwamaxabiso ngokubanzi. Nangona kunjalo, abathengi abasezantsi baxhathisa amanqanaba aphezulu exabiso, kwaye abanye abavelisi banciphise amaxabiso ngempelaveki ukuze bandise ukuthunyelwa.

USeptemba uphawula incopho yemfuno yesiqhelo ye-PE, njengoko abavelisi beefilimu zezolimo bengena kumjikelo wokwakha isitokhwe. Ubonelelo oluncinci lwe-PE oludibene nolindelo lwemfuno yexesha le-"Golden September" luya kubonelela ngenkxaso eqinileyo yamaxabiso exesha elifutshane.