Paub meej: Feem ntau, cov khoom siv kawg ntawm kev tsim kho yuav tsum nce ntxiv, thiab qhov kev xav tau qis qis los yog maj mam mus rau lub caij nyoog off-season, PVC cov txheej txheem tseem tsis muaj zog.Qhov cuam tshuam tsis ntev los no ntawm macro kev xav ntawm cov khoom lag luam yog qhov pom tseeb dua, Lub Kaum Ob Hlis yog lub sijhawm ntawm kev qhia txog txoj cai nruj, luv luv PVC tseem xav tias yuav txuas ntxiv hauv cov hauv paus ntsiab lus thiab macro game ntau yam, ceev faj saib qhov puag ncig ntawm PVC saum toj no qhov siab rov qab. .
Ua ntej, kev soj ntsuam ntawm cov khoom siv
1. PVC pib-up cia yuav tsum nce
PVC txij nkawm maj mam txo thaum lub Kaum Ob Hlis, tag nrho cov pib xav tias yuav nce ntxiv, txij li lub Kaum Ob Hlis 8 lub lis piam, lub hauv paus pib tag nrho ntawm PVC 70.64% (-0.49%), ntawm cov calcium carbide txoj kev khiav hauj lwm tus nqi ntawm 68.15% (-0.94%). , ethylene txoj kev khiav hauj lwm tus nqi ntawm 79.51% (+1.08%).Los ntawm tag nrho cov zis ntawm lub xyoo no, PVC ntau lawm nyob rau hauv Kaum ib hlis nyob rau hauv hais txog 1.6424 lab tons, Lub Kaum Ob Hlis yuav tsum tau tsim nyob rau hauv 1.76 lab tons, txhua xyoo tso zis nyob rau hauv 21.95 lab tons, xyoo tas los nyob rau tib lub sij hawm 22.16 lab tons, me ntsis txo xyoo- on-xyoo, feem ntau nyob rau hauv lub thib ob ib nrab ntawm lub xyoo no nyob rau hauv lub PVC txuas ntxiv tsis muaj zog active ntau lawm phenomenon txo ntau, qhov pib ntawm poob piv rau xyoo tas los.Nws tab tom yuav nkag mus rau lub caij nyoog siab tshaj plaws, cov khoom lag luam xav tias yuav nce ntxiv, thaum qhov kev thov yuav tsis muaj zog, thiab lub siab ntawm cov khoom siv thiab kev xav tau tseem nyob.Tsis tas li ntawd, los ntawm qhov kev xav ntawm lub peev xwm tsim tawm tshiab, 400,000 tons ntawm Julong Chemical, 400,000 tons ntawm Shandong Xinfa thiab 400,000 tons ntawm Guangxi Huayi yuav raug sim rau lub Kaum Ib Hlis-Lub Kaum Ob Hlis, thiab qhov kev cia siab tso tawm yuav nyob rau lub Ib Hlis-Lub Ob Hlis xyoo tom ntej.
2. Lub tsev khaws khoom cov khoom lag luam yog siab xyoo-rau-xyoo, thiab lub siab ntawm cov khoom siv tsis raug txo.
Los ntawm qhov kev xav ntawm cov khoom muag, nyob rau hauv kev cuam tshuam ntawm kev sib kis hauv Shanghai hauv thawj ib nrab ntawm lub xyoo, tag nrho cov kev thov rov qab los ntawm lub Tsib Hlis mus txog Lub Xya Hli tsis yog raws li qhov xav tau, thiab kev tuaj txog ntawm cov khoom lag luam nruab nrab tau nce, yog li cov khoom muag nruab nrab tsis txo qis. li ib txwm tab sis tseem nyob rau theem siab.Thaum lub Yim Hli, nrog kev nce hauv kev saib xyuas, cov khoom lag luam poob qis, thiab qhov txo qis ntawm cov khoom lag luam hauv nruab nrab tuaj txog ua rau cov khoom muag tau txo qis, tab sis nws nkag mus rau lub caij nyoog ncov ntawm "cuaj kub thiab kaum nyiaj".Thaum lub Kaum Hli Ntuj lig, vim muaj kev sib kis ntawm ntau thaj tsam, kev sib khi thiab kev tswj hwm tau nruj, thiab kev tuaj txog ntawm cov khoom ntws qis, ua rau destocking ntawm midstream warehouses, tab sis nws tseem nyob rau theem siab tshaj nyob rau tib lub sij hawm. hauv keeb kwm.Raws li lub Kaum Ob Hlis 9, tag nrho cov khoom muag ntawm cov qauv warehouses nyob rau sab hnub tuaj thiab sab qab teb Tuam Tshoj yog 245,300 tons (-2.23% piv rau lub lim tiam dhau los, Tib yam li +80.1%), suav nrog 202,500 tons ntawm cov khoom muag hauv East Tuam Tshoj (-2.22% lub hli. -on-hli, +88.37% xyoo-rau-xyoo) thiab 42,800 tons ntawm cov khoom muag hauv South Tuam Tshoj (-2.28% hli-rau-hli, +49.13% xyoo-rau-xyoo).Peb yuav tsum nco ntsoov tias qhov txo qis ntawm cov khoom lag luam nruab nrab tsuas yog vim muaj kev cuam tshuam ntawm cov khoom xa tuaj, thiab cov khoom muag tag nrho tsis tau hloov mus rau hauv qab.Qhov ntawd txhais tau tias kev thov tsis tau zoo dua.Tom qab ntawd, nrog rau qhov tsis sib haum xeeb ntawm kev sib kis, kev thauj mus los thiab kev thauj mus los yuav tsum tau txhim kho, thiab kev tuaj txog ntawm cov khoom nruab nrab nce ntxiv.Nyob rau hauv tag nrho, tseem yuav muaj ib tug qauv ntawm tsub zuj zuj nyob rau hauv lub kawg ntawm lub xyoo, thiab qhov txuas ntxiv cov khoom lag luam siab yog ib qho kev tshwm sim ntawm qhov tsis muaj zog ntawm PVC xyoo no.
Post lub sij hawm: Dec-20-2022