Ka lehlakoreng la phepelo, ho ea ka Zhuo Chuang Information, ho tloha ka May, hoo e ka bang halofo ea matla a tlhahiso e se e fetotsoe selemong sena.Leha ho le joalo, ho latela bokhoni ba hona joale ba tlhokomelo e hatisitsoeng, palo ea lik'hamphani tse phatlalalitseng moralo oa tlhokomelo ka June e batla e le nyenyane.Palo ea kakaretso ea tlhahlobo ka Phuptjane e lebelletsoe ho ba tlase ho ea ka Mots'eanong.Leha ho le joalo, ka lebaka la hore ho ntse ho e-na le matla a mangata a tlhahiso libakeng tse kholo tsa tlhahiso tse kang Inner Mongolia le Xinjiang tse sa kang tsa fetoloa, ho hlokahala hore u tsoele pele ho ela hloko nts'etsopele ea tlhokomelo ea thepa.Mabapi le lisebelisoa tsa mose ho maoatle, bakeng sa lisebelisoa tsa US tse ileng tsa fetoloa ka mor'a leqhubu le batang ka March, 'maraka ka kakaretso o lebeletse hore o tla fetoloa le ho tsamaisoa ka meroalo e phahameng ho elella bofelong ba June.Hoa hlokahala ho tsoela pele ho ela hloko hore na ho na le lintlha tse sa lebelloang.Mabapi le tlhokahalo, PVC ea hona joale e tlase e na le boima bo batlang bo le matla tlas'a boemo ba phaello e fokolang.Ho qala ho theoha ha liphaephe ha e le hantle ho hlokomeloa hoo e ka bang 80%, 'me ho qala ha setšoantšo ho fapana,' me 2-7 e fetoha eona e ka sehloohong.'Me ho ea ka kutloisiso ea rona, ho nkeloa sebaka ha PVC ke PE ho ke ke ha finyelloa ka nako e khutšoanyane,' me ho lebeletsoe hore botsitso ba nako e khutšoanyane ba tlhokahalo bo ntse bo lekane.Empa re lokela ho ela hloko hore na boemo ba leholimo ba South China le East China ka June bo tla ama tlhokahalo e tlaase ea thekiso ea matlo.Lehlakore la phepelo le tlhoko ka Phuptjane le lebelletsoe ho fokola ho feta la Mots'eanong, empa khohlano e akaretsang lipakeng tsa phepelo le tlhoko ha e kholo.
Mabapi le litšenyehelo, Phuptjane ke khoeli ea ho qetela ea kotara ea bobeli.Melaoana ea tšebeliso ea matla libakeng tse ling e ka tiisoa ka nepo qetellong ea kotara.Hajoale, Inner Mongolia e boloka leano la thibelo ea matla e sa tsitsang, mme maano a sebaka sa Ningxia a hohetse tlhokomelo.Ho lebeletsoe hore calcium carbide e tla boloka theko e phahameng ea 4000-5000 yuan / tonne ka June.Tšehetso ea ho qetela ea litšenyehelo tsa PVC e ntse e le teng.
Mabapi le lethathamo la thepa, lethathamo la hona joale la PVC le ntse le tsoela pele ho theoha, 'me lik'hamphani tse tlase li na le thepa e fokolang haholo.Likhoebo li hloka feela ho reka ka theko e phahameng, 'me lethathamo la thepa le ka tlase ho boemo ba lilemo tse fetileng.Theko e tlase ea thepa le ho tsoela pele ho fokotseha ho bontša hore metheo ea PVC e batla e phetse hantle.Hajoale 'maraka o ela hloko lethathamo la PVC.Haeba ho na le pokello ea thepa, ho lebeletsoe ho ama maikutlo a 'maraka haholo.Kakaretso ea thepa ea PVC ka Phuptjane e ka nyoloha, empa ho lebelletsoe hore e ntse e ka ba tlase ho feta boemo ba lilemo tse fetileng.
Ka kakaretso, karolo ea phepelo le tlhokahalo e kanna ea fokola ho feta ka Mots'eanong, empa khanyetsano ha e kholo, lehlakore la litšenyehelo le ntse le ts'ehelitsoe, thepa e tlase haholo mme ts'ebetso e tsoelang pele ea destocking e ts'ehetsa theko ea PVC.Ka Phuptjane, papali pakeng tsa phepelo le tlhoko le litšenyehelo, PVC e ka fetoha haholo.
Leano la ts'ebetso:
Ho lebeletsoe ho fetoha ha maemo ho pharalletseng ka Phuptjane.Ka holimo, ela hloko 9200-9300 yuan / ton, 'me ka tlaase u ele hloko tšehetso ea 8500-8600 yuan / ton.Motheo oa hona joale o batla o le matla, 'me lik'hamphani tse ling tse ka tlaase ho moo li ka nahana ho reka lisebelisoa tse nyenyane tsa ho thibela li-dips.
Likotsi tse sa tsitsang: phello ea ts'ireletso ea tikoloho ea lehae le maano a tšebeliso ea matla ho litheko tsa calcium carbide;ho hlaphoheloa ha lisebelisoa tsa disk tsa ka ntle ho fokola ho feta litebello tsa 'maraka;tlhokahalo ea thekiso ea matlo e fokotseha ka lebaka la boemo ba leholimo;litheko tsa oli e tala li fetoha haholo;likotsi tse kholo, joalo-joalo.
Tlhahlobo ea 'maraka
Ho tloha ka May 28, konteraka e kholo ea PVC e koetsoe ho 8,600 yuan / ton, -2.93% e fetohile ho tloha ka April 30. Theko e phahameng ka ho fetisisa e ne e le 9345 yuan / ton 'me theko e tlaase e ne e le 8540 yuan / ton.
Setšoantšo sa 1: Mokhoa oa likonteraka tse kholo tsa PVC
Mathoasong a Mots'eanong, konteraka e kholo ea PVC e ile ea fetohela holimo, 'me setsi sa khoheli se ile sa nyolohela holimo.Bohareng le ho elella bofelong ba matsatsi a leshome, tlas'a tšusumetso ea maano le maikutlo a maholo, lihlahisoa tse ngata li ile tsa oela karabelo.PVC e ne e e-na le mela e meraro e latellanang ea meriti e telele, 'me konteraka ea sehlooho e kile ea theoha ho tloha ho 9,200 yuan/ton ho ea ho 8,400-8500 yuan/ton range.Nakong ea ho fokotseha ha 'maraka oa nakong e tlang matsatsing a bohareng le a morao-rao, ka lebaka la kakaretso e tiileng ea' maraka oa sebaka, thepa e ile ea tsoela pele ho theohela boemong bo tlaase, 'me tekanyo ea ho lokisoa e ne e lekanyelitsoe.Ka lebaka leo, motheo oa konteraka oa sebaka sa East China o nyolohetse ho 500-600 yuan/ton.
Ea bobeli, lintlha tse susumetsang theko
1. Lisebelisoa tse tala tse holimo
Ho tloha ka la 27 May, theko ea calcium carbide ka leboea-bophirimela ho Chaena e ne e le 4675 yuan / ton, phetoho ea 3.89% ho tloha ka la 30 April, theko e phahameng ka ho fetisisa e ne e le 4800 yuan / ton, 'me theko e tlaase e ne e le 4500 yuan / tonne;theko ea khalsiamo carbide Chaena Bochabela e ne e le 5,025 yuan / ton, ha e bapisoa le Phetoho ea April ea 3.08% ka la 30, theko e phahameng ka ho fetisisa ke 5300 yuan / ton, theko e tlaase ke 4875 yuan / ton;theko ea khalsiamo carbide naheng ea China Boroa ke 5175 yuan/ton, phetoho ea 4.55% ho tloha ka la 30 Mmesa, theko e phahameng ka ho fetisisa ke 5400 yuan/ton, 'me theko e tlase ke 4950 yuan/Ton.
Ka May, theko ea calcium carbide ka kakaretso e ne e tsitsitse.Qetellong ea khoeli, ka ho fokotseha ha theko ea PVC, theko e ile ea theoha ka matsatsi a mabeli a latellanang.Theko ea Chaena Bochabela le Chaena Boroa ke 4800-4900 yuan/ton.Ho theoha ha litheko tsa calcium carbide ho fokolitse tšehetso ea litšenyehelo qetellong ea khoeli.Ka May, Inner Mongolia e ile ea boloka boemo ba ho khaoha ha motlakase ka tsela e sa tloaelehang, 'me naha ea Ningxia e ne e amehile.
Ho tloha ka May 27, CFR Northeast Asia theko ea ethylene e ne e le US $ 1,026 / ton, phetoho ea -7.23% ho tloha ka April 30. Theko e phahameng ka ho fetisisa e ne e le US $ 1,151 / ton 'me theko e tlaase e ne e le US $ 1,026 / ton.Mabapi le theko ea ethylene, theko ea ethylene e ne e theohile haholo ka May.
Ho tloha ka May 28, coke ea bobeli ea metallurgical e Inner Mongolia e ne e le 2605 yuan / ton, phetoho ea 27.07% ho tloha ka April 30. Theko e phahameng ka ho fetisisa e ne e le 2605 yuan / ton 'me theko e tlaase e ne e le 2050 yuan / ton.
Ho latela pono ea hajoale, matla a tlhahiso a phatlalalitsoeng ka Phuptjane bakeng sa ntlafatso a fokotsehile, mme tlhoko ea calcium carbide e lebelletsoe ho eketseha.Mme Phuptjane ke khoeli ea ho qetela ea kotara ea bobeli, 'me ho lebelletsoe hore leano la taolo ea tšebeliso ea matla a mabeli libakeng tse ling le ka tiisoa.Naheng ea Inner Mongolia, ho na le monyetla o moholo oa hore boemo ba hona joale ba lithibelo tse sa tloaelehang tsa matla bo tla tsoela pele.Leano la ho laola ka bobeli le tla ama phepelo ea calcium carbide le ho feta ho ama litšenyehelo tsa PVC, e leng ntho e sa tsitsang ka June.
2. Ho qala holimo
Ho tloha ka May 28, ho ea ka boitsebiso ba moea, tekanyo ea kakaretso ea ts'ebetso ea PVC holimo e ne e le 70%, phetoho ea -17.5 lekholong ho tloha ka April 30. Ho tloha ka May 14, tekanyo ea ts'ebetso ea mokhoa oa calcium carbide e ne e le 82.07%, phetoho. ea -0.34 lekholong ea lintlha ho tloha ka la 10 Motšeanong.
Ka May, likhoebo tsa tlhahiso li ile tsa qala tlhokomelo ea selemo, 'me ho lebeletsoe hore tahlehelo ea tlhokomelo ea kakaretso ka May e tla feta April.Ho theoha ha lehlakore la phepelo ho etsa hore phepelo e akaretsang ea 'maraka e be thata.Ka June, moralo oa tlhokomelo ea lisebelisoa tse nang le matla a tlhahiso ea lithane tse limilione tse 1,45 li ile tsa phatlalatsoa.Ho ea ka lipalo-palo tse tsoang ho Zhuo Chuang Information, ho tloha selemong sena, hoo e batlang e le halofo ea matla a tlhahiso e se e fetotsoe.Libaka tsa Xinjiang, Inner Mongolia le Shandong li na le matla a mangata a tlhahiso a sa hlokomeloeng.Hona joale, ho tloha boitsebisong bo hatisitsoeng, ke lik'hamphani tse fokolang feela tse phatlalalitseng tlhokomelo.Molumo oa tlhokomelo ka Phuptjane o lebelletsoe ho ba tlase ho feta oa Mots'eanong.Talo-morao e hloka ho ela hloko haholo boemo ba tlhokomelo.
Ntle le maemo a tlhokomelo ea lapeng, 'maraka hajoale o lebelletse hore nako ea ho khutlisa lisebelisoa tsa US e tla ba qetellong ea Phuptjane, mme karolo ea phello e lebelletsoeng ea mmaraka phepelong ea kantle ho naha le sebaka sa India se bonts'itsoe ka Phuptjane. qotsa ea Formosa Plastics.
Ka kakaretso, phepelo ea June e ka ba e phahameng ho feta ea May.
3. Ho qala ho theoha
Ho tloha ka May 28, ho ea ka lintlha tsa moea, tekanyo ea ts'ebetso ea PVC e ka tlaase ho China Bochabela e ne e le 69%, phetoho ea -4% ho tloha ka April 30;sekhahla sa ts'ebetso ea karolo e tlase ea China e ne e le 74%, phetoho ea liperesente tse 0 ho tloha ka la 30 Mmesa;ho theosa le noka ea North China Sekhahla sa ts'ebetso e ne e le 63%, phetoho ea liperesente tse -6 ho tloha ka la 30 Mmesa.
Mabapi le ho qala ho theoha tlaase, le hoja phaello ea pipe e nang le karolo e kholo ka ho fetisisa e batla e futsanehile, e bolokiloe hoo e ka bang 80%;ho latela profil, ho qala hangata ho ka ba 60-70%.Phaello e tlase e batla e fokola selemong sena.Ho ne ho e-na le merero ea ho e eketsa qalong, empa e ile ea boela ea tela ka lebaka la ho se amoheloe hantle.Leha ho le joalo, molapo o ka tlaase o bontšitse botsitso bo matla ba kaho selemong sena.
Hajoale, lik'hamphani tse tlase tse tlase ha li khone ho ikamahanya le liphetoho tse kholo tsa litheko tsa PVC.Leha ho le joalo, tlhokeho e tlase ea metsi e khona ho mamella.'Me ho ea ka kutloisiso ea rona, potoloho ea ho fetola PVC le PE ka tlaase ho metsi ka kakaretso e telele,' me tlhokahalo ea nakoana e lebeletsoe hore e amohelehe.Ka Phuptjane, libaka tse ling li ka ama liodara tse tlase ka lebaka la boemo ba leholimo, empa monyetla oa ho ba le sebaka se seholo se tlase.
4. Inventory
Ho tloha ka la 28 May, ho ea ka boitsebiso ba moea, thepa ea sechaba ea PVC e ne e le lithane tse 461,800, phetoho ea -0.08% ho tloha 30 April;lethathamo la thepa e nyolohileng e ne e le lithane tse 27,000, phetoho ea -0.18% ho tloha ka la 30 Mmesa.
Ho latela lintlha tsa Longzhong le Zhuochuang, lethathamo le ntse le tsoela pele ho fokotseha haholo.Ho boetse ho utloisisoa hore ka lebaka la hore theko ea PVC e ka tlaase e ntse e tsoela pele ho phahama qalong, 'me sebaka seo se bontšitse ho tiea ho matla ho feta bokamoso, kakaretso ea thepa e tlaase e tlaase haholo,' me ka kakaretso e hlokahala feela ho fumana. thepa., Ba bang ba tlase ba re theko ke 8500-8600 yuan / ton ha boikemisetso ba ho tlatsa thepa bo le matla, 'me theko e phahameng e itšetlehile haholo ka tlhokahalo e thata.
Thepa ea morao-rao ke pontšo ea hore 'maraka o amehile haholo ka.'Maraka ka kakaretso o lumela hore ho fokotseha ho tsoelang pele ha thepa ho bontša hore tlhokahalo e tsitsitseng e tlase e amoheleha mme theko e ntse e na le tekanyo e itseng ea tšehetso.Haeba ho na le ntlha ea inflection inventory, e tla ba le tšusumetso e kholo ho litebello tsa 'maraka,' me tlhokomelo e tsoelang pele e hlokahala.
5. Ts'ebetso ea ho hasana
konteraka ea konteraka ea bokamoso ba theko e ka sehloohong ea Chaena e phatlalalitsoe: 30 Mmesa ho isa ho la 28 Motšeanong, phetoho ea motheo ke 80 yuan/ton to 630 yuan/ton, motheo oa phetoho ea beke e fetileng ke 0 yuan/ton to 285 yuan/ton .
E anngoe ke mokhoa o akaretsang oa ho theoha 'marakeng oa bokamoso bohareng ba May ho ea bofelong ba May, motheo o ne o le matla, o bontšang hore maraka a kakaretso a ne a hlile a le thata le ho theoha ha theko ho ne ho lekanyelitsoe.
09-01 Phapang ea Theko ea Konteraka: Ho tloha ka la 30 Mmesa ho isa ho la 28 Motšeanong, phapang ea theko e ne e tloha ho 240 yuan/ton ho ea ho 400 yuan/ton, 'me phapang ea theko e tloha ho 280 yuan/ton ho ea ho 355 yuan/ton bekeng e fetileng.
Maikutlo
Ho lebeletsoe ho fetoha ha maemo ho pharalletseng ka Phuptjane.Ka holimo, ela hloko 9200-9300 yuan / ton, 'me ka tlaase u ele hloko tšehetso ea 8500-8600 yuan / ton.Motheo oa hona joale o batla o le matla, 'me lik'hamphani tse ling tse ka tlaase ho moo li ka nahana ho reka lisebelisoa tse nyenyane tsa ho thibela li-dips.
Nako ea poso: Jul-14-2021