China ndiye wogula wamkulu komanso wopanga zinthu zama mankhwala.M'makampani awa, dziko langa lakhala likudutsa malire aukadaulo ndipo lapeza zotsatira zambiri.Pakali pano, makampani opanga mankhwala adalandiranso uthenga wabwino.
Malinga ndi lipoti laposachedwa lochokera ku atolankhani Lolemba (Julayi 5), ziwerengero zikuwonetsa kuti mphamvu yopanga magalavu ya PVC yaku China imapanga 90% ya dziko lonse lapansi, ndipo 90% ya magolovesi a PVC akudziko langa amatumizidwa kunja.Mu 2020, kupanga PVC mdziko langa kudzafika matani 20.74 miliyoni, kukhala oyamba padziko lonse lapansi.
Kuphatikiza apo, pali ambiri "oyamba" m'dziko lathu.Mu 2020, dziko langa linatulutsa matani 894,000 a spandex, omwe ali oyamba padziko lonse lapansi.Kutulutsa kwa mankhwala ambiri ochuluka monga mafiriji a m'badwo wachitatu, utomoni wopangira magalasi, ulusi wagalasi, methanol, phulusa la soda, ndi matayala nawonso ndi oyamba padziko lapansi.
Kuwonjezeka kwa zinthu zopangidwa ndi mankhwala amenewa kwadzetsa phindu lalikulu m’makampani a mankhwala a m’dziko langa.Ziwerengero zikuwonetsa kuti m'miyezi isanu yoyambirira ya chaka chino, ndalama zamakampani opanga mankhwala zidakwera kufika 5.50 thililiyoni yuan, ndalama zidakwera pafupifupi 32.8%, ndipo phindu linali 507.69 biliyoni ya yuan, kuchulukitsa nthawi 5.6.Kuphatikiza apo, kuyambira pa Julayi 1, pafupifupi 80% yamakampani opanga ma A-share amayembekezera kuti ntchito yawo yamtsogolo idzakula.
Kukwaniritsidwa kwa zotulukapo zochititsa chidwi ngati zimenezi kwapindula ndi kupita patsogolo kosalekeza kwaukadaulo wamakampani opanga mankhwala mdziko langa.dziko langa laphwanya chotchinga chaukadaulo cha 48K chachikulu chokokera kaboni, mfumu yazinthu zatsopano.Kuchuluka kwa zinthu izi zotchedwa "golide wakuda" ndizochepa kuposa gawo limodzi mwa magawo anayi a zitsulo, ndipo m'mimba mwake ndi gawo limodzi mwa magawo asanu a tsitsi.Chimodzi, koma mphamvu zake zimatha kufika nthawi 7 mpaka 9 nthawi yachitsulo.Itha kugwiritsidwa ntchito kwambiri popanga ndodo zophera nsomba, ma racket a badminton, zipolopolo za ndege ndi ma fan fan fan.
Muyenera kudziwa kuti dziko langa linkadalira zogula kuchokera kunja kwaukadaulowu.Pambuyo pa kafukufuku wazaka zambiri, pamapeto pake adakwanitsa kuchotsa kutsekeka kwaukadaulo.Ndikoyenera kutchula kuti makampani aku China nawonso nthawi zonse amafunafuna zopambana pankhaniyi.Pulojekiti ya Shanghai Petrochemical yokhala ndi ndalama zokwana 3.5 biliyoni-”12,000 matani/chaka 48K big tow carbon fiber” idayamba kumangidwa pa Januware 4, 2021.
Insiders adanena kuti zomwe zikuchitika panopa zamakampani opanga mankhwala apakhomo zadutsa zomwe zinkayembekeza.Malinga ndi kupita patsogolo kwachitukukoku, chitukuko cha makampani opanga mankhwala m'dziko langa chidzafika pamlingo wapamwamba, luso laukadaulo lamakampani ambiri, ndikupeza magawo ambiri pamsika wamankhwala padziko lonse lapansi.
Kusagwirizana pakati pa kupezeka ndi kufunikira sikudziwika, kusintha kwamitengo ya PVC yamtsogolo kumakumana ndi zopinga.
Tsogolo la PVC limasinthasintha pamlingo wapamwamba, koma magwiridwe antchito adasunthira pansi.Kukwera kwamtsogolo kunalimbikitsa chidaliro cha omwe akutenga nawo gawo pamsika.Mtengo waukulu wa msika wapakhomo wa PVC udakwera, ndipo magwero otsika azinthu pamsika anali ovuta kupeza.Ngakhale tsogolo lakwera ndipo maziko a PVC achira, msika wamalowo udakalipobe.M'madera akuluakulu a kumpoto chakumadzulo, kupanikizika kwa mabizinesi sikuli kwakukulu, ena akadali ndi maoda ogulitsidwa kale, ndipo zolemba zakale zafakitale zakwezedwa mocheperapo, ndipo zimatha kusinthidwa mosinthika malinga ndi momwe zilili.Zambiri mwazinthu zopangira zikuyenda bwino, ndipo gawo loyambira lamakampani a PVC limasungidwa pafupifupi 84%.Pali mapulani ochepa okonzanso mabizinesi munthawi yamtsogolo, ndipo kupezeka kolimba kwa PVC kudzachepetsedwa.Mitengo yakale ya fakitale ya calcium carbide yakwera, ndipo mitengo yogulira nthawi zambiri yakhazikika.Chifukwa cha kukhudzidwa kwakukulu kwa kuchuluka kwa magetsi ku Inner Mongolia, makamaka kudera la Wumeng, kupezeka kwa calcium carbide ndikovuta kuyambiranso kwakanthawi kochepa.Komabe, poganizira kuvomereza kunsi kwa mtsinje, kusintha kwa mtengo wa calcium carbide ndikoyenera, ndipo mtengo wa PVC ndi wokwera.Phindu lamtengo wapatali la msika lidasowa, ndipo zomwe amalonda adapereka zinali zolimba, zina zomwe zidakwezedwa pafupifupi 30 yuan/ton.Msika wakumunsi suli wokondwa kwambiri kuthamangitsa kukwera, kusowa kwa mafunso okhudzidwa, ndikuwonjezeranso katundu pamitengo yotsika mtengo.Mtengo weniweni wamalonda wapita patsogolo poyerekeza ndi nthawi yapitayi.Ziwerengero zaposachedwa zikuwonetsa kuti voliyumu yotumiza kunja kwa PVC mu Meyi idatsikira mpaka matani 216,200, koma zenera la arbitrage kunja kwa June lidatsekedwa nthawi zambiri, ndipo kuchuluka kwa PVC kukuyembekezeka kutsika pamlingo wapamwamba.Chiwerengero cha omwe afika pamsika ndi chochepa, ndipo kuchuluka kwa PVC ku East China ndi South China kwatsika mpaka matani 145,000.Zimakhala zovuta kudziunjikira mwachangu kwakanthawi kochepa, ndipo kuwerengera kochepa kumapereka chithandizo champhamvu.Ndi kuchuluka kwazinthu komanso kufooketsa kufunikira, zoyambira za PVC zikuyembekezeka kufooka.Pakali pano, kutsutsana kwa msika sikunawonekere.Pansi pa mtengo wapamwamba kwambiri, kusintha kwakukulu kwa kontrakitala kumakhala kwaulesi pang'ono, kuwonetsa kusinthasintha kwakukulu.Zomwe zili pamwambapa zimayang'ana kwakanthawi kukana pafupi ndi 8800, ndipo tikulimbikitsidwa kukhalabe ndi malingaliro a bearish pakugwira ntchito.
1. Mitengo yamtsogolo imasinthasintha
Tsogolo la PVC lidagunda 9435 mkati mwa Meyi, ndikukhazikitsa mchaka chatsopano komanso kugunda kwatsopano mzaka khumi zapitazi.Pamene mitengo ikupitirirabe kukwera, kupanikizika kwa PVC kwawonjezeka, kuthamanga kwa kukwera kosalekeza kumakhala kofooka, ndipo disk imakonzedwa mwanzeru.Pakatikati pa mphamvu yokoka ya PVC inamasulidwa mofooka, kugwera pansi pa chizindikiro cha 9000, ndipo makamaka kusinthasintha pakati pa 8500-9000, kuyesa mobwerezabwereza chithandizo cha 8500.Chakumapeto kwa June, mgwirizano waukulu unagwa kwa masiku asanu ndi limodzi otsatizana a malonda ndipo unasweka bwino, kufika pa 8295 osachepera.Pazifukwa zapamwamba, patatha nthawi yochepa yophatikizira mumtundu wa 8300-8500, PVC inakokanso, inathyola masiku a 20 osuntha, ndikuchira mpaka pafupi ndi chizindikiro cha 8700.
2. malowa ndi amphamvu
Kugwa kwamtsogolo kumakhudza malingaliro a omwe akutenga nawo gawo pamsika.Mitengo yamsika yapakhomo ya PVC yatsatira yotayirira, komabe palibe zinthu zambiri zotsika mtengo.Palibe magwero ambiri omwe amafalitsidwa pamsika, omwe amathandizira magwiridwe antchito apamwamba amitengo yamitengo ya PVC.Kupsyinjika kwa gawo loperekera kumtunda sikuli kolimba pakali pano, mawu a makampani omwe ali kumpoto chakumadzulo kwa malo opanga zinthu sanasinthe kwambiri, ndipo kufunikira kwa msika wapansi kwatsika kwafowoka, koma chiwerengero cha anthu chili pamlingo wochepa, ndi kutsutsana pakati pa kupereka ndi kufuna sikuli kwakukulu.Mawu a mtundu 5 wa zida za calcium carbide: Kum'mawa kwa China ndalama zomwe zimasamutsidwa ndizodzipatula zokha 9000-9100 yuan/ton, South China yosinthana ndi ndalama imadzitengera yokha 9070-9150 yuan/ton, Hebei amasamutsidwa kupita ku 8910-8980 yuan/ton , Shandong amasamutsa ndalama kupita ku 8900-8980 yuan/ Ton.
Nthawi yotumiza: Jul-10-2021