PVC: Manufofin saukowa da tsammanin "rauni".Babban Taron Aiki na Tattalin Arziki har yanzu yana kafa "gidaje ba ya soya".Manufar gajeren lokaci za ta shiga lokacin rata, kuma "direban da ake tsammani" zai raunana a hankali.Karkashin tasirin annobar, bayanan tattalin arziki kamar gidaje na wata-wata, kuɗaɗen jama'a, da kuma amfani da su na iya ci gaba da raunana, kuma yanayin faɗakarwa ya zama gaskiyar ciniki.Dabarun: Unilateral fanko V2305;arbitrage yayi la'akari da 5-9 anti-sets.
Sabunta ainihin lokaci na manyan kuɗi da matsayi, kallon kyauta a cikin app >>
Mahimmin mahimmanci: Babban Taro na Tattalin Arziki na Tattalin Arziki na Tsakiya da wofi har yanzu yana kafa "gidaje ba ya soya", manufofin kusanci za su shiga lokacin rata, kuma "direban da ake tsammani" zai raunana a hankali.Karkashin tasirin annobar, bayanan tattalin arziki kamar gidaje na wata-wata, kuɗaɗen jama'a, da kuma amfani da su na iya ci gaba da raunana, kuma yanayin faɗakarwa ya zama gaskiyar ciniki.Dabarun: Unilateral fanko V2305;arbitrage yayi la'akari da 5-9 anti-sets.
Tasirin alkaline akan PVC: farashin pyrine tsaka tsaki ya tabbata.Shandong 32% ruwa -alkali an ruwaito zuwa 1095 yuan/ton, da ton na yuan 1296.Farashin alkaline na ketare ya ragu kadan.An sake dawo da jimlar lissafin alkali.
Tallafin albarkatun kasa: tsaka tsaki 1) yuan / ton na Dutsen Wuhai na Wuhai, karuwar tan 100 kan kowace ton daga makon da ya gabata, kuma an rage asarar duwatsun lantarki;2) ana tsammanin zai tashi da 60 zuwa 1520 yuan/ton a cikin gawayi na orchid.3) An rage Ethylene da $ 871/ton, kuma VCM CFR Far East ya tashi 45 zuwa $ 648/ton.
Ƙarfafawa: Bangaranci na tsaka-tsaki 1) Farkon ginin kaɗan.Yawan aiki na PVC ya kasance 70.85%, karuwa a wata-wata na maki 0.21;wanda adadin aikin PVC na Hanyar Kofur ya kasance 69.76%, karuwar maki 1.61 bisa dari daga watan da ya gabata.2) Sabbin na'urori tan 400,000 na Shandong Xinfa na shirin cika a wannan makon.
Abubuwan da ake buƙata: Bangaranci tsaka tsaki 1) Ragewar samfuran da ke ƙasa ya ƙi: Yawan aiki na bututu ya kasance 42.75%, raguwar 2.70% daga makon da ya gabata, kuma ƙimar aiki na bayanin martaba ya kasance 35.00%, raguwar 1.25% daga makon da ya gabata. .2) Ƙara yawan pre-sale.Adadin da aka riga aka sayar ya kasance tan 589,000, karuwar tan 100,000 daga makon da ya gabata.3) Ƙididdigar diski na waje ta sake komawa.Kwanan nan, noman noma na Indiya yana da buƙatu mai ƙarfi na PVC.Hanyar ethylene na gida ya fi kyau.Za a fitar da fitar da kayayyaki zuwa ton 197,500, wanda ya karu da ton miliyan 0.76 daga lokacin baya.4) A watan Nuwamba, bayanan gidaje sun yi rauni daga watan da ya gabata, kuma har yanzu gidaje suna fuskantar wahalar niƙa ƙasa.
Riba: riba mai tsaka tsaki ta tashi.Dutsen lantarki hadedde ton na-665 yuan, da kuma Shandong waje sayan Electro-Dutse Ton na Electric Dutsen Dutsen Lantarki ne -1210 yuan;Hanyar ethylene ta Arewacin China ta tashi zuwa yuan / ton 1849.Cikakkun ribar PVC na yuan/ton 567, Babban asarar ribar da aka samu ta Arewacin China ta ragu zuwa -69 yuan/ton;Farashin ton biyu ya bazu zuwa yuan 2861.Asarar gawayi mai launin shudi, duwatsun lantarki, da PVC na kawo karshen asarar da ake samu a cikin sarkar masana'antar ta PVC, kuma yawan ribar da aka samu ta yi kusa da ma'aunin riba da asara a Arewacin kasar Sin.
Macro: Neutral 1) Gida: A ranar Jumma'a, Babban Taron Ayyukan Tattalin Arziki ya jaddada cewa "gidaje ba sa soya".2) Ƙasashen Duniya: Ƙididdigar kuɗin ruwa na Turai da Amurka sun hadu da tsammanin, Japan ta haɓaka yawan riba.
Lokacin aikawa: Dec-28-2022