PVC: Kufika kwa ndondomeko ndikuyembekezera "kufooketsa"

PVC: Kufikira ndi kuyembekezera "kufooketsa".Msonkhano Wapakati Wantchito Zachuma ukukhazikitsabe "nyumba sizimawotcha".Ndondomeko yanthawi yochepa idzalowa mu nthawi ya kusiyana, ndipo "dalaivala woyembekezeka" adzafooka pang'onopang'ono.Chifukwa cha mliriwu, zidziwitso zachuma monga zogulitsa mwezi ndi mwezi, ndalama zamagulu, komanso kugwiritsa ntchito zinthu zingapitirire kufowoka, ndipo malo ochenjeza asanduka zenizeni zamalonda.Strategic: Unilateral chopanda kanthu V2305;arbitrage amaganizira zotsutsana ndi 5-9.

Zosintha zenizeni zenizeni zandalama zazikulu kuphatikiza malo, kuwonera kwaulere mu pulogalamuyi >>

Mfundo yaikulu: Msonkhano wapakati pazandale komanso wopanda kanthu wa Central Economic Work umakhazikitsabe "nyumba sizimawotcha", ndondomeko yowonjezereka idzalowa m'nthawi ya kusiyana, ndipo "dalaivala woyembekezeka" adzafooka pang'onopang'ono.Chifukwa cha mliriwu, zidziwitso zachuma monga zogulitsa mwezi ndi mwezi, ndalama zamagulu, komanso kugwiritsa ntchito zinthu zingapitirire kufowoka, ndipo malo ochenjeza asanduka zenizeni zamalonda.Strategic: Unilateral chopanda kanthu V2305;arbitrage amaganizira zotsutsana ndi 5-9.

Kukhudza kwamchere pa PVC: mitengo ya pyrine yosalowerera ndale ndi yokhazikika.Shandong 32% yamadzimadzi -alkali idanenedwa kuti 1095 yuan/tani, ndi matani a yuan 1296.Kutsidya kwa nyanja mitengo ya alkaline yatsika pang'ono.Kuchuluka kwa alkali kumawonjezeka.

Thandizo lazinthu zopangira: kusalowerera ndale 1) 3,700 yuan / tani ya Wuhai Electric Stone, kuwonjezeka kwa 100 pa tani kuyambira sabata yatha, ndi kutaya kwa miyala yamagetsi kunachepa;2) omwe akuyembekezeka kukwera ndi 60 mpaka 1520 yuan/ton mu makala a orchid.3) Ethylene imachepetsedwa ndi $ 871 / tani, ndipo VCM CFR Far East inanyamuka 45 mpaka $ 648 / tani.

Zopereka: Kusakondera 1) Kuyamba kwa zomangamanga pang'ono.Chiwopsezo chonse cha PVC chinali 70.85%, kuwonjezeka kwa mwezi-pa-mwezi kwa 0,21 peresenti;zomwe PVC yogwira ntchito ya Corporal Method inali 69.76%, kuwonjezeka kwa 1.61 peresenti kuyambira mwezi watha.2) Shandong Xinfa's 400,000 matani a zida zatsopano akukonzekera kudzaza sabata ino.

Zofunikira: Kusalowerera ndale 1) Kutsika kwa zinthu zotsika pansi kunatsika: Kuthamanga kwa mapaipi kunali 42.75%, kuchepa kwa 2.70% kuyambira sabata yatha, ndipo ntchito yogwiritsira ntchito mbiriyi inali 35.00%, kuchepa kwa 1.25% kuyambira sabata yatha. .2) Wonjezerani voliyumu yogulitsiratu.Voliyumu yogulitsa kale inali matani 589,000, kuchuluka kwa matani 100,000 kuyambira sabata yatha.3) Mawu akunja a disk amabwereranso.Posachedwapa, ulimi wothirira ku India ukufunidwa kwambiri ndi PVC.Njira yopangira ethylene ndi yabwinoko.Zogulitsa kunja zikuyenera kuperekedwa ndi matani 197,500, chiwonjezeko cha matani 0.76 miliyoni kuchokera nthawi yapitayi.4) Mu November, deta yogulitsa nyumba inachepetsedwa kuchokera mwezi wapitawo, ndipo malo ogulitsa nyumba anali adakali ndi vuto lopera pansi.

Phindu: phindu losalowerera ndale limakwera.Miyala yamagetsi yophatikizika ndi matani a-665 yuan, ndi Shandong Foreign Purchase Electro-Stone Tons of Electric Stone Tons of Electric Stone is -1210 yuan;North China ethylene njira yakwera mpaka 1849 yuan/ton.Phindu lonse la PVC la 567 yuan/tani, North China phindu lambiri latha kufika -69 yuan/tani;mtengo wa matani awiri unakwera kufika pa 2861 yuan.Kutayika kwa makala a buluu, miyala yamagetsi, ndi kuwonongeka kwa PVC kumapeto kwa makampani a PVC kunachepa, ndipo phindu lonse linali pafupi ndi phindu ndi kutayika ku North China.

Macro: Osalowerera Ndale 1) Zapakhomo: Lachisanu, Msonkhano Wapakati Wantchito Zachuma unatsindika kuti "nyumba sizimawotcha".2) Padziko Lonse: Kukwera kwa chiwongola dzanja ku Europe ndi United States kumakwaniritsa zomwe tikuyembekezera, Japan idakweza chiwongola dzanja mwangozi.