PVC isoko ryanyuma market 2）

Isoko rya PVC riracyari mu gihindagurika hagati y’ibiciro n’ibisabwa, kandi ibisabwa nyuma y’ibiruhuko ntabwo ari byiza nkuko byari byitezwe, mu gihe igiciro cya alkaline yatetse cyaragabanutse, igiciro cy’amakara kirasubirwamo, kandi inkunga muri rusange iracyariho ngaho.Icyerekezo cyisoko kirashobora gutegereza politiki nyinshi.Kugeza ubu kugurisha imitungo itimukanwa bikomeje gutera imbere, kandi birashobora kuzamura buhoro buhoro imiterere yimishinga yimiturire.Biracyatwara igihe runaka kugirango wohereze kuri terminal ya PVC.Ibihe bya PVC biragoye guhinduka.Ibyingenzi

1. Isubukurwa ry isoko

Gashyantare, PVC (6334, -39.00, -0,61%) yerekanye iyambere yaguye hanyuma irazamuka.Mbere y'Ibirori by'impeshyi, PVC ikomeje kwiyongera bitewe na politiki yimitungo itimukanwa hamwe nibisabwa byiza.Nyuma yumunsi mukuru, kumanuka wongeye kubyara no kongera umusaruro biratinda.Ibihe byamanuka byateganijwe biratandukanye.Icyakurikiyeho, igiciro cya alkali cyaragabanutse, ingaruka zo kureba zagaragaye, hiyongereyeho PVC isenyuka, kandi ibyo isoko ryahanuye kumasomo yombi byari byiza.PVC yazamutse nyuma yo hepfo ya PVC.Igiciro cya alkali cyamanutse kiva kuri 1030 Yuan / toni kigera kuri 870 Yuan / toni, igabanuka rya 15.5%.

Icya kabiri, itangira ryubwubatsi riratera imbere, hamwe nubushobozi bushya burekura

Muri Gashyantare 2023, umusaruro wa PVC wari toni miliyoni 1.781, umwaka -wumwaka -yiyongereyeho 1,3%, umubare wiyongereyeho 1,9% umwaka -wumwaka, hamwe nimpeta ya Nissan yiyongereyeho 2,3% ukwezi -kwezi -kwezi.Toni 400.000 ya Guangxi Huayi yuburyo bwa Ethylene yakozwe -yakozwe mu mpera za Gashyantare.Muri Gashyantare, bitewe n'igabanuka ry'igiciro cy'amabuye y'amashanyarazi ndetse n'izamuka rya PVC mu gice cya kabiri cy'ukwezi, inyungu za PVC z'uburyo bwo kohereza hanze zarasanwe.Buhoro buhoro.Muri Gashyantare, PVC yagereranije 79.32% buri kwezi, ikiyongeraho amanota 1.5 ku ijana guhera muri Mutarama.Ku bijyanye n’umusaruro n’umusaruro, toni 400.000 y’ibikoresho bya Ethylene muri Julong Chemical ntabwo byabyaye umusaruro-mwinshi.Shandong Xinfa toni 400.000 yibikoresho byafunguye toni 200.000, naho ikindi gikoresho 200.000 -ton nticyakinguwe.Gerageza imodoka.

Icya gatatu, intera yimitungo itimukanwa nibyiza, kandi ibyateganijwe biracyahari

Muri 2022, PVC yakoresheje yari toni miliyoni 20.24, umwaka -kumwaka wagabanutseho 2.7%.Mugihe c'Iserukiramuco, amakuru menshi-yumutungo utimukanwa wagenze nabi, ariko nyuma yumunsi mukuru wimpeshyi, uhereye kumibare-yumubare munini w’ahantu hagurishwa amazu yubucuruzi mumijyi 30 minini kandi mito n'iciriritse hamwe nubucuruzi bwakabiri - amazu y'amaboko, kugurisha amazu mashya n'amazu ya kabiri byakomeje gushyuha.Dukurikije imibare y’ikigo cy’ubushakashatsi cya Shell, muri Gashyantare 2023, umukandara w’amazu wa kabiri witegereje igipimo cya 30.9, kwiyongera ukwezi 17.2 -kwezi -kwezi, icyerekezo gishya cy’imanza cyari 24,6, kikaba cyiyongereyeho 11.0 kuva ukwezi gushize, kandi umutungo utimukanwa wasanwe na marginal.Muri Gashyantare, PMI y’inganda zikora yari 52.6, naho hejuru y’amanota 2.5 kuva ukwezi gushize.PMI idakora inganda yari 56.3, naho kuzamuka kw'amanota 1.9 byararenze, byose birenze ibyateganijwe ku isoko.Muri Gashyantare, inganda zubaka PMI zari 60.2, zikaba zari hejuru y’agaciro kambere ka 56.4.Amakuru ashyushye ya macro PMI yashimangiye isoko ku bitezimbere ubukungu.

4. Ibisabwa n’amahanga byaragabanutse, ariko birakomeye

Ukuboza 2022, kohereza mu mahanga ifu ya PVC yari toni 126.000, kwiyongera kwa 48.8% ukwezi -kwezi -kwezi no kugabanuka kwa 34,6% umwaka -umwaka.Mu 2022, ibyoherezwa mu ifu ya PVC byari toni miliyoni 1.966, byiyongereyeho 12.1% umwaka -kumwaka.Ukuboza, ibyoherezwa mu mahanga byoherejwe na PVC byari toni 371.000, kwiyongera kwa 8.2% ukwezi -kwezi-ukwezi no kugabanuka kwa 31.7% umwaka -umwaka.Mu 2022, ibyoherezwa mu mahanga byoherejwe na PVC byari toni miliyoni 50.71, umwaka -kugabanuka -umwaka wa 11.5%, muri byo toni miliyoni 2.52 zoherejwe muri Amerika, bingana na 50%.PVC yohereza ibicuruzwa hanze -kuboza.Biteganijwe ko isoko rizashyirwa mu bikorwa muri Gashyantare muri Gashyantare, bityo ibicuruzwa bitumizwa mu mahanga PVC mu Buhinde byashyizwe mu bikorwa muri Gashyantare, bityo ibicuruzwa byo mu Buhinde PVC byinjira mu Buhinde byiyongera mu gihe gito mu gihugu cyanjye.

Kuva muri Gicurasi 2022, hamwe no kuzamura igipimo cy’inyungu ku isoko ryo hanze, gusohoka kwa poro ya PVC byagabanutse kuva mu kwezi gushize kuva muri Gicurasi, kandi ibyoherezwa mu mahanga byagabanutse kuva mu kwezi gushize guhera muri Nyakanga.Mu 2023, ifu ya PVC yohereza no kohereza hasi biteganijwe ko izagabanuka.Mbere ya byose, munsi yinyungu ziyongera, kugabanuka kubisabwa mumahanga birasa nkaho.Icya kabiri, Amerika ya ruguru nigice kinini ku isi PVC yohereza ibicuruzwa hanze.Kuva mu 2021 kugeza muri Nyakanga Nyakanga uyu mwaka, yibasiwe n'umuyaga ukonje ndetse n'ubucucike bw'icyambu.Ibyoherezwa mu mahanga byagabanutse cyane, ariko ibyo bibazo byagabanutse.Mubyongeyeho, ibarura ni ryinshi.Yiyongereye ku buryo bugaragara, kandi biteganijwe ko umubare w’ibyoherezwa muri Amerika muri 2023 uzaba wuzuye mu mugabane wa PVC woherezwa mu mahanga.

Kuva mu gihe giciriritse kandi kirekire, ibyifuzo by’amahanga byaragabanutse, ariko bivuye ku nyungu zoherezwa mu mahanga hamwe n’itegeko ryashyizweho umukono, hari igihe cyo kugira ingano, kandi ibyoherezwa mu mahanga bifite ubukana runaka.

Icya gatanu, uko isoko ryifashe

Ku ruhande rwo gutanga, ibikoresho bimwe na bimwe biracyateganijwe ko bizashyirwa mu bikorwa muri Werurwe.Hamwe no gusana ububiko, ububiko bwazamutse kugera kurwego rwo hejuru, kandi ibyateganijwe gusohoka muri Werurwe ni byinshi.Urebye imitungo itimukanwa -ibisobanuro byinshi, kugurisha amazu mashya namazu ya kabiri bikomeje gushyuha, kandi gusana kumitungo itimukanwa birakomeje.Muri Gashyantare, amakuru ya macro PMI yari ashyushye, ibyo bikaba byarashimangiye isoko ku kuzamura ubukungu, kandi icyifuzo rusange cyari cyiza.Kugeza ubu, ibarura ryo hejuru hamwe n’ibarura rusange rya PVC icyarimwe icyarimwe, kandi igitutu cyibarura kiracyari kinini cyane.Icyifuzo cya PVC gisabwa gifite byinshi bisabwa.Niba ibisabwa bigenzuwe, PVC ifite umwanya wo kuzamura ibiciro.Niba ukuri kw'ibisabwa atari byiza muri iki gihe, politiki isabwa iteganijwe gushyigikirwa, kandi imyumvire rusange izahuzwa.Amabati yo hanze ya Pvc