PVC: Kumhara kwePolisi uye kutarisira "kuderera".Musangano weCentral Economic Work Conference uchiri kumisa "imba haifeki".Iyo pfupi-yenguva mutemo ichapinda mugap nguva, uye "anotarisirwa mutyairi" anozopera simba zvishoma nezvishoma.Pasi pesimba redenda, data rehupfumi rakadai semwedzi nemwedzi real estate, mari yemagariro, uye kushandiswa kunogona kuramba kuchiderera, uye nzvimbo yakangwarira yave yechokwadi yekutengesa.Strategic: Unilateral isina chinhu V2305;arbitrage inofunga nezve 5-9 anti-seti.
Chaiyo-nguva yekuvandudza mari huru pamwe nechinzvimbo, yemahara yekuona muapp >>
Core point: Iyo isina kwayakarerekera uye isina chinhu Central Economic Work Conference ichiri kumisa "imba haifeki", iyo proximal policy ichapinda mugap period, uye "anotarisirwa mutyairi" anozopera simba zvishoma nezvishoma.Pasi pesimba redenda, data rehupfumi rakadai semwedzi nemwedzi real estate, hupfumi hwemagariro, uye kushandiswa kunogona kuramba kuchipera simba, uye nzvimbo yakangwarira yave yechokwadi yekutengesa.Strategic: Unilateral isina chinhu V2305;arbitrage inofunga nezve 5-9 anti-seti.
Alkaline kukanganisa paPVC: mitengo yekusarerekera pyrine yakagadzikana.Shandong 32%liquid -alkali yakashumwa kune 1095 yuan/ton, uye matani e1296 yuan.Kumhiri kwemakungwa mitengo yealkaline yadzikira zvishoma.Huwandu hwese hwe alkali hunodzokororwa.
Raw material support: neutral 1) 3,700 yuan / toni yeWuhai Electric Stone, kuwedzera kwe100 patani kubva vhiki yapfuura, uye kurasikirwa kwematombo emagetsi kwakaderedzwa;2) inotarisirwa kukwira ne60 kusvika 1520 yuan/ton mumarasha eorchid.3) Ethylene yakaderedzwa ne $ 871 / toni, uye VCM CFR Far East yakasimuka 45 kusvika $ 648 / toni.
Supply: Kusarerekera kwazvakarerekera 1) Kutanga kwekuvaka zvishoma.Kuwanda kwekushanda kwePVC kwaiva 70.85%, mwedzi-on-mwedzi kuwedzera kwe 0.21 muzana;iyo iyo PVC inoshanda yeCorporal Method yaive 69.76%, kuwedzera kwe1.61 muzana kubva pamwedzi wapfuura.2) Shandong Xinfa's 400,000 matani ezvirongwa zvitsva zvekushandisa kuti zvizare svondo rino.
Zvinodiwa: Kusarerekera kwazvakarerekera 1) Kuderera kwezvigadzirwa zvepasi zvakaramba: Kushanda kwemapombi kwaive 42.75%, kuderera kwe2.70% kubva svondo rapfuura, uye chiyero chekushanda kwechimiro chaive 35.00%, kuderera kwe1.25% kubva svondo rapfuura. .2) Wedzera pre-sale vhoriyamu.Iyo pre-sale vhoriyamu yaive 589,000 matani, kuwedzera kwe100,000 matani kubva svondo rapfuura.3) Iyo yekunze disk quotation inodzokera.Munguva pfupi yapfuura, kudiridza kwekurima kweIndia kune kudiwa kwakasimba kwePVC.Mumba ethylene nzira iri nani.Kutengeswa kunze kwenyika kunofanirwa kuendeswa ne197,500 matani, kuwedzera kwe0.76 miriyoni matani kubva panguva yapfuura.4) MunaNovember, data yezvivakwa yakaderedzwa kubva kumwedzi wapfuura, uye iyo real estate yakanga ichiri kunetseka kukuya pasi.
Profit: kwazvakarerekera purofiti inokwira.Matombo emagetsi akabatanidzwa matani e-665 yuan, uye Shandong Foreign Purchase Electro-Stone Matani eMagetsi Stone Matani eMatombo eMagetsi ari -1210 yuan;North China ethylene nzira yakakwira kusvika 1849 yuan/ton.PVC's comprehensive profit of 567 yuan/ton, North China comprehensive profit loss yakaderedzwa kusvika -69 yuan/ton;mutengo wematani maviri wakakwira kusvika pa2861 yuan.Kurasikirwa kwemarasha ebhuruu, matombo emagetsi, uye PVC kupera kurasikirwa muPVC indasitiri cheni yakadzikira, uye purofiti yakazara yaive pedyo nepurofiti uye kurasikirwa chiyero muNorth China.
Macro: Neutral 1) Dzimba: NeChishanu, Central Economic Work Conference yakasimbisa kuti "dzimba hadzifeki".2) Kunyika Dzepasi rose: Europe neUnited States mubereko wakakwira unosangana nezvinotarisirwa, Japan yakasimudza mubereko netsaona.
Nguva yekutumira: Zvita-28-2022