[PVC: Kudikirira nthawi] Zofunikira: Kumtunda kumayambira kwambiri, ndipo chipangizo chatsopano (matani 400,000) chikhala pafupi ndi kupanga kwathunthu mwezi wamawa.Kuchulukirachulukira kwa mafakitale akumunsi kunakula, koma kupanikizika kwamakampani osungirako kunali kwakukulu.Kupititsa patsogolo phindu la PVC komanso phindu lalikulu ku North China.Pambuyo pa kubwezeredwa kwa mtengo, kufunikira kwapansi sikunatsatidwe.Mabungwe awiriwa apitiliza kukhazikitsidwa posachedwa, ndipo ma macro kapena sanathe.Pankhani ya njira: 1) Unilaterally dikirani ndikuwona, V2309 yopanda kanthu imatha kuyembekezera kufowoka kwakukulu, ndi mtengo wa alkalinity kuti ukhazikike ndikuchira.2) Arbitrage 5-9 Positive imayika otsika.
Malingaliro apakati: Zosalowerera ndale: kumtunda kuyambira pamwamba, chipangizo chatsopano (matani 400,000) chikhala pafupi ndi kupanga kwathunthu mwezi wamawa.Kuchulukirachulukira kwa mafakitale akumunsi kunakula, koma kupanikizika kwamakampani osungirako kunali kwakukulu.Kupititsa patsogolo phindu la PVC komanso phindu lalikulu ku North China.Pambuyo pa kubwezeredwa kwa mtengo, kufunikira kwapansi sikunatsatidwe.Mabungwe awiriwa apitiliza kukhazikitsidwa posachedwa, ndipo ma macro kapena sanathe.Pankhani ya njira: 1) Unilaterally dikirani ndikuwona, V2309 yopanda kanthu imatha kuyembekezera kufowoka kwakukulu, ndi mtengo wa alkalinity kuti ukhazikike ndikuchira.2) Arbitrage 5-9 Positive imayika otsika.
Kukhudza kwamchere pa PVC: Mtengo wosalowerera ndale ukutsika.Shandong 32% yamadzimadzi -alkali idanenedwa ku 890 yuan / tani, ndipo phindu la tani linali 656 yuan.Mitengo ya kumayiko akunja ya alkalinity ndi yokhazikika, ndipo zotumizira kunja zimachepetsedwa.Electrolytic aluminiyamu - mphamvu zochepa zimawonjezedwa.Kufunika kwa aluminiyamu kwa aluminiyamu sikubwezeretsedwa ku alkaline - wokazinga zamchere.Samalani ndi kukonza kumtunda.
Thandizo lazinthu zopangira: zopanda ndale komanso zopanda kanthu 1) Mwala wamagetsi wa Wuhai unanena 3300 yuan / tani, kuchepa kwa 100 kuyambira sabata yatha;2) Lanban akuyembekezeka kufotokozera 1200 yuan / tani, kuchepa kwa 100.3 kuyambira sabata yatha.) , VCM CFR Far East inanyamuka 36 US $ 764 / tani.
Kupereka: Kuwonjezeka kwa zomangamanga pang'ono.Chiwerengero chonse cha PVC chogwira ntchito chinali 80.09%, kuwonjezeka kwa 1.06 peresenti kuchokera mwezi watha;momwe PVC yogwiritsira ntchito njira ya PVC inali 79.27%, kuwonjezeka kwa 1.94 peresenti kuchokera mwezi wapitawo;mlingo wa PVC wonyamula katundu wa njira ya ethylene unali 83.08%, kuchepa kwa 2.14 peresenti kuchokera mwezi wapitawo.Kuchulukitsitsa kwa katundu kumawonjezeka ndipo kuwonongeka kwa kukonza kwatsika pang'ono, ndipo palibe kukonza kwatsopano.
Zofunikira: Zopanda kanthu 1) Kuyamba kwa zinthu zakutsika kunakwera pafupifupi 4.5 %.2) Kutumiza kunja: Kutumiza kunja ndikovomerezeka, kuperekedwa pafupifupi matani a 197,000, samalani zomwe zikuchitika mu Marichi.Zogulitsa zafooka kunja.3) Kuwerengera kwa kalabu ya mlungu ndi mlungu ndi laibulale ya fakitale yatsika pang'ono, koma kusintha kwazinthu sikunafike.
Phindu: njira yopanda ndale yamagetsi yachulukanso.Mwala Wamagetsi Integrated TOM-317 yuan, Shandong Foreign Purchase Electro-Stone Tons Lite-744 yuan;North China ethylene njira yakwera kufika 1,200 yuan/ton.Alkali ndi yofooka, phindu lonse la kumpoto chakumadzulo kwa China latsikira ku 299 yuan, ndipo phindu lonse la North China lakwera kufika -167 yuan / tani;kusiyana kwamitengo yamatani awiri kunakwera kufika pa 2900 yuan.Kutayika kwa Langlong ndi miyala mu unyolo wamakampani a PVC, kutayika kwa mapeto a PVC kwacheperachepera kwambiri, phindu la alkali likucheperachepera, phindu lonse la phindu lathunthu limachepetsedwa ku North China, ndipo kumpoto chakumadzulo kuli ndi phindu laling'ono.
Macro: Kusalowerera ndale ndikowonjezera 1) Zapakhomo: Yangzhou yaletsa zoletsa kugula ndikuletsa kugulitsa, Changzhou akufuna kuletsa zoletsa zogulitsa.Samalani ngati kumasulidwa kwa zoletsa kukupitilizabe kukula.Ndondomeko monga kukulitsa zaka za ngongole ndi "Lianxin Loan" ndi amuna ndi akazi monga anthu obweza ngongole zakhazikitsidwa motsatira.Dipatimenti ya Industrial Department of the Development and Reform Commission imakhala ndi zokambirana zakukula kwa mafakitale m'zigawo zazikulu.Zikuyembekezeka kuti pali ndondomeko zambiri zisanachitike komanso pambuyo pa magawo awiri.Kukulitsa kufunikira kwapakhomo, chidaliro, ndi kukula kokhazikika ndizoyang'ana pazaka 23 zantchito zachuma.2) US -non-farm ndi yabwino, CPI ikuyembekezeka kwambiri, ndipo PMI imachitanso mwamphamvu.
Kuchepa kwa madongosolo otsika a PVC akupitilirabe kuchepetsa maudindo ndikutsika pansi
Ponena za zam'tsogolo: PVC (6471, 3.00, 0.05%) Mgwirizano waukulu 2305 ukupitiriza kuchepetsa kukhazikika, mtengo wotsika kwambiri ndi 6422 yuan / tani, mtengo wapamwamba kwambiri ndi 6500, ndipo mtengo womaliza ndi 6447 yuan / tani.Udindo wa udindo potsiriza yafupika ndi 8731 kuti 733136. Pankhani yaikulu 2305 mgwirizano, pamwamba 20 chachikulu Mipikisano mitu maudindo chinawonjezeka ndi 10881, pamene woyamba 20 waukulu lalifupi lalifupi malo chinawonjezeka ndi 17282 manja.Malo ogwirizira ukonde anali akadali paukhondo.
Pankhani ya mfundo zofunika: mbali kupereka, ndi PVC ntchito mlingo ananyamuka 1,40 peresenti mfundo 77,54% mwezi-pa-mwezi, amene mlingo ntchito ya njira magetsi mwala ananyamuka 2,98 peresenti mfundo 77,07%.Kukwera pang'ono, pamlingo wochepa wa nthawi yomweyo pazaka zambiri.Pankhani ya mphamvu zatsopano zopangira, Shandong Xinfa, yomwe ndi matani 200,000 / chaka, idakhazikitsidwa mwalamulo mu Januware, ndipo matani 100,000 / chaka Texas Lishi idakhazikitsidwa mwalamulo mu February.Qinzhou ikukonzekera kukhazikitsidwa kumapeto kwa February.Taiwan Formoscus PVC idakwera $ 40/tani mu Marichi, ndipo zenera la phindu lotumiza kunja linatsegulidwa pang'ono.
Kufuna, kuyambira Januwale mpaka Disembala, kuchepa kwachuma kwachuma chakukula kwanyumba kumakulirakulira mpaka -10.0% pachaka, ndipo malo osonkhanitsidwa ogulitsa nyumba akuwonjezeka mpaka -24.3% pachaka.Kuchepetsa, kutha kwa mweziwo kunali -6.57% pachaka, poyerekeza ndi mwezi wapitawo, malo azachuma a bizinesi yanyumba adakula bwino, ndipo mfundo yosamalira kugulitsa nyumbayo idathandizira.Madzulo a February 20, CSRC inapereka chikalata chonena kuti pofuna kupititsa patsogolo ubwino wa kugawidwa kwa katundu wosiyanasiyana ndi ntchito zamalonda zamalonda zamagulu achinsinsi, ndikukwaniritsa zosowa zachuma za minda yogulitsa nyumba, posachedwapa, CSRC inayambitsa. ntchito yoyeserera yandalama zandalama zogulitsa nyumba zabizinesi, komanso mabizinesi anyumba achulukirachulukira.Magwero a ndalama zopindulitsa makampani ogulitsa nyumba.
Pofika sabata ya February 19, tchuthi cha Chikondwerero cha Spring chinabwerera, ndipo malonda a malo ogulitsa nyumba adapitirizabe kuchira pang'onopang'ono.Dera la nyumba zamalonda m'mizinda ikuluikulu 30 ndi yapakati idakwera 10.63%mwezi-mwezi.Monga zaka za m'mbuyomo, zinali mu nyengo yotsika ya Chikondwerero cha Spring ndipo idakali pamalo otsika.Chiwongola dzanja cholunjika cha PVC chikuyambiranso pang'onopang'ono, chomwe ndi chokwera pang'ono kuposa chaka chatha.
Muzowerengera, opanga kunsi kwatsiku adayamba, ndipo zowerengera zamagulu zidatsika pang'ono.Pofika sabata ya February 17, chiwerengero cha anthu cha PVC chinatsika ndi 0.33% mwezi uliwonse mpaka matani 515,700, kuwonjezeka kwa 50.22% pachaka.
Mafakitole a m’chigawo cha kumpoto chakumadzulo anapitirizabe kuchepa, koma anali adakali pamalo apamwamba kwambiri.Pofika pa February 17, dera la kumpoto chakumadzulo kwa malo osungiramo katundu kumpoto chakumadzulo linatsika ndi 8.31% mpaka matani 268,000.
Malinga ndi maziko: Pa February 22, mtengo waukulu wa PVC wa Corporal Method ku East China unagwera ku 6350 yuan / ton.Kusiyana koyambira kuli pamalo otsika.
Kawirikawiri, mbali yoperekera, mlingo wa PVC unakwera 1.40 peresenti kufika ku 77.54% pamwezi -mwezi, pamtunda wochepa wa nthawi yomweyo ya chaka.Zenera la phindu logulitsa kunja limatsegulidwa pang'ono, ndipo zotumiza kunja zimatumizidwa pa Chikondwerero cha Spring pambuyo pa tchuthi, koma palibe malamulo ambiri atsopano.Kumanga kwa opanga otsika kudakali otsika, ndipo zowerengera zamagulu zatsika pang'ono.Pofika sabata ya February 17, chiwerengero cha anthu cha PVC chinatsika ndi 0.33% mwezi uliwonse mpaka matani 515,700, kuwonjezeka kwa 50.22% pachaka.
Mafakitole a m’chigawo cha kumpoto chakumadzulo anapitirizabe kuchepa, koma anali adakali pamalo apamwamba kwambiri.Pofika pa February 17, dera la kumpoto chakumadzulo kwa malo osungiramo katundu kumpoto chakumadzulo linatsika ndi 8.31% mpaka matani 268,000.Kupanikizika kwazinthu kunatsika.
Malo azandalama abizinesi yanyumba ndi abwino.People's Bank of China ndi China Banking Regulatory Commission adapereka chidziwitso ndipo adaganiza zokhazikitsa njira yosinthira yagawo loyamba la chiwongola dzanja cha chiwongola dzanja chanyumba kuti chiwongolere malonda, kukhazikitsa mndandanda wazinthu zamalonda zamalonda apamwamba kwambiri. , ndondomeko zogulitsa nyumba kawirikawiri, ndi kasamalidwe ndi miliri ya m'nyumba zimakhala pang'onopang'ono.tsegulani.Deta yaposachedwa ya December ya malo ogulitsa nyumba ikuwonetsa kuti pansi pa ndondomeko yolipira ubale waukazembe, zasintha kwambiri kuyambira mwezi watha, koma zimakulabe chaka chilichonse.
Kuthamanga kwachindunji kwa PVC kutsikanso kumayambiranso pang'onopang'ono, koma kuchuluka kwa dongosolo sikwabwino.Kusiyana kwa maziko ndikotsika, koma PVC isanakane mosalekeza, voliyumu yogulitsira malo idachepetsedwa mosalekeza sabata yatha.Pulasitiki Kunja Pvc Mapepala
Kuti mudziwe zambiri, chonde onani ulalo wotsatirawu.
Kuchepa kwa madongosolo otsika a PVC akupitilirabe kuchepetsa maudindo ndikutsika pansi
Ponena za zam'tsogolo: PVC (6471, 3.00, 0.05%) Mgwirizano waukulu 2305 ukupitiriza kuchepetsa kukhazikika, mtengo wotsika kwambiri ndi 6422 yuan / tani, mtengo wapamwamba kwambiri ndi 6500, ndipo mtengo womaliza ndi 6447 yuan / tani.Udindo wa udindo potsiriza yafupika ndi 8731 kuti 733136. Pankhani yaikulu 2305 mgwirizano, pamwamba 20 chachikulu Mipikisano mitu maudindo chinawonjezeka ndi 10881, pamene woyamba 20 waukulu lalifupi lalifupi malo chinawonjezeka ndi 17282 manja.Malo ogwirizira ukonde anali akadali paukhondo.
Pankhani ya mfundo zofunika: mbali kupereka, ndi PVC ntchito mlingo ananyamuka 1,40 peresenti mfundo 77,54% mwezi-pa-mwezi, amene mlingo ntchito ya njira magetsi mwala ananyamuka 2,98 peresenti mfundo 77,07%.Kukwera pang'ono, pamlingo wochepa wa nthawi yomweyo pazaka zambiri.Pankhani ya mphamvu zatsopano zopangira, Shandong Xinfa, yomwe ndi matani 200,000 / chaka, idakhazikitsidwa mwalamulo mu Januware, ndipo matani 100,000 / chaka Texas Lishi idakhazikitsidwa mwalamulo mu February.Qinzhou ikukonzekera kukhazikitsidwa kumapeto kwa February.Taiwan Formoscus PVC idakwera $ 40/tani mu Marichi, ndipo zenera la phindu lotumiza kunja linatsegulidwa pang'ono.
Kufuna, kuyambira Januwale mpaka Disembala, kuchepa kwachuma kwachuma chakukula kwanyumba kumakulirakulira mpaka -10.0% pachaka, ndipo malo osonkhanitsidwa ogulitsa nyumba akuwonjezeka mpaka -24.3% pachaka.Kuchepetsa, kutha kwa mweziwo kunali -6.57% pachaka, poyerekeza ndi mwezi wapitawo, malo azachuma a bizinesi yanyumba adakula bwino, ndipo mfundo yosamalira kugulitsa nyumbayo idathandizira.Madzulo a February 20, CSRC inapereka chikalata chonena kuti pofuna kupititsa patsogolo ubwino wa kugawidwa kwa katundu wosiyanasiyana ndi ntchito zamalonda zamalonda zamagulu achinsinsi, ndikukwaniritsa zosowa zachuma za minda yogulitsa nyumba, posachedwapa, CSRC inayambitsa. ntchito yoyeserera yandalama zandalama zogulitsa nyumba zabizinesi, komanso mabizinesi anyumba achulukirachulukira.Magwero a ndalama zopindulitsa makampani ogulitsa nyumba.
Pofika sabata ya February 19, tchuthi cha Chikondwerero cha Spring chinabwerera, ndipo malonda a malo ogulitsa nyumba adapitirizabe kuchira pang'onopang'ono.Dera la nyumba zamalonda m'mizinda ikuluikulu 30 ndi yapakati idakwera 10.63%mwezi-mwezi.Monga zaka za m'mbuyomo, zinali mu nyengo yotsika ya Chikondwerero cha Spring ndipo idakali pamalo otsika.Chiwongola dzanja cholunjika cha PVC chikuyambiranso pang'onopang'ono, chomwe ndi chokwera pang'ono kuposa chaka chatha.
Muzowerengera, opanga kunsi kwatsiku adayamba, ndipo zowerengera zamagulu zidatsika pang'ono.Pofika sabata ya February 17, chiwerengero cha anthu cha PVC chinatsika ndi 0.33% mwezi uliwonse mpaka matani 515,700, kuwonjezeka kwa 50.22% pachaka.
Mafakitole a m’chigawo cha kumpoto chakumadzulo anapitirizabe kuchepa, koma anali adakali pamalo apamwamba kwambiri.Pofika pa February 17, dera la kumpoto chakumadzulo kwa malo osungiramo katundu kumpoto chakumadzulo linatsika ndi 8.31% mpaka matani 268,000.
Malinga ndi maziko: Pa February 22, mtengo waukulu wa PVC wa Corporal Method ku East China unagwera ku 6350 yuan / ton.Kusiyana koyambira kuli pamalo otsika.
Kawirikawiri, mbali yoperekera, mlingo wa PVC unakwera 1.40 peresenti kufika ku 77.54% pamwezi -mwezi, pamtunda wochepa wa nthawi yomweyo ya chaka.Zenera la phindu logulitsa kunja limatsegulidwa pang'ono, ndipo zotumiza kunja zimatumizidwa pa Chikondwerero cha Spring pambuyo pa tchuthi, koma palibe malamulo ambiri atsopano.Kumanga kwa opanga otsika kudakali otsika, ndipo zowerengera zamagulu zatsika pang'ono.Pofika sabata ya February 17, chiwerengero cha anthu cha PVC chinatsika ndi 0.33% mwezi uliwonse mpaka matani 515,700, kuwonjezeka kwa 50.22% pachaka.
Mafakitole a m’chigawo cha kumpoto chakumadzulo anapitirizabe kuchepa, koma anali adakali pamalo apamwamba kwambiri.Pofika pa February 17, dera la kumpoto chakumadzulo kwa malo osungiramo katundu kumpoto chakumadzulo linatsika ndi 8.31% mpaka matani 268,000.Kupanikizika kwazinthu kunatsika.
Malo azandalama abizinesi yanyumba ndi abwino.People's Bank of China ndi China Banking Regulatory Commission adapereka chidziwitso ndipo adaganiza zokhazikitsa njira yosinthira yagawo loyamba la chiwongola dzanja cha chiwongola dzanja chanyumba kuti chiwongolere malonda, kukhazikitsa mndandanda wazinthu zamalonda zamalonda apamwamba kwambiri. , ndondomeko zogulitsa nyumba kawirikawiri, ndi kasamalidwe ndi miliri ya m'nyumba zimakhala pang'onopang'ono.tsegulani.Deta yaposachedwa ya December ya malo ogulitsa nyumba ikuwonetsa kuti pansi pa ndondomeko yolipira ubale waukazembe, zasintha kwambiri kuyambira mwezi watha, koma zimakulabe chaka chilichonse.
Kuthamanga kwachindunji kwa PVC kutsikanso kumayambiranso pang'onopang'ono, koma kuchuluka kwa dongosolo sikwabwino.Kusiyana kwa maziko ndikotsika, koma PVC isanakane mosalekeza, voliyumu yogulitsira malo idachepetsedwa mosalekeza sabata yatha.Pulasitiki Kunja Pvc Mapepala
Kuti mudziwe zambiri, chonde onani ulalo wotsatirawu.
Nthawi yotumiza: Feb-24-2023