China ndiyo mutengi mukuru uye mugadziri wezvigadzirwa zvemakemikari.Muindastiri iyi, nyika yangu yakaramba ichityora muganho wetekinoroji uye ikawana mhedzisiro yakawanda.Parizvino, indasitiri yemakemikari yakagamuchira zvakare mashoko akanaka.
Zvinoenderana neshumo ichangoburwa kubva kune vezvenhau nemusi weMuvhuro (Chikunguru 5), nhamba dzinoratidza kuti China yePVC yekugadzira magirovhosi inoita makumi mapfumbamwe muzana epasi rose, uye 90% yemagirovhosi ePVC yenyika yangu ndeyekutengesa kunze.Muna 2020, kugadzirwa kwenyika yangu kwePVC kuchasvika 20.74 miriyoni matani, chinzvimbo chekutanga pasirese.
Mukuwedzera, kune akawanda "okutanga" munyika yedu.Muna 2020, nyika yangu yakagadzira 894,000 matani espandex, iri pekutanga pasirese.Kubuda kwemakemikoro akawanda akadai semafiriji echizvarwa chechitatu, maresin ekugadzira, magirazi efayibha, methanol, soda ash, uye matayi zvakare ari pekutanga pasi rose.
Kuwedzera kwekubuda kwezvigadzirwa zvemakemikari izvi kwakaunza zvikomborero zvakakura kuindasitiri yemakemikari yenyika yangu.Nhamba dzinoratidza kuti mumwedzi mishanu yekutanga yegore rino, mari yeindasitiri yemakemikari yakakwira kusvika 5.50 trillion yuan, mari yakawedzera neinosvika 32.8%, uye purofiti yaive 507.69 bhiriyoni yeyuan, kuwedzera kwe5,6 nguva.Mukuwedzera, kubva munaChikunguru 1, inoda kusvika 80% yemakambani emakemikari eA-share anotarisira kuti ramangwana ravo richakura.
Kubudirira kwemigumisiro inokatyamadza yakadai kwakabatsirikana nekuvandudzwa kunoenderera mberi kwe tekinoroji yeindasitiri yemakemikari yenyika yangu.nyika yangu yakapaza nepakati peiyo tekinoroji chipingamupinyi che48K hombe tow kabhoni fiber, mambo wezvinhu zvitsva.Kuwanda kwechinhu ichi chinonzi "goridhe dema" chakaderera pane chikamu chechina chesimbi, uye dhayamita yaro inongova chikamu chimwe chete chezvishanu zvebvudzi.Imwe, asi simba rayo rinogona kusvika ka7 kusvika ku9 nguva yesimbi.Inogona kushandiswa zvakanyanya mukugadzira hove tsvimbo, badminton rackets, mabhomba endege uye mhepo simba fan blades.
Iwe unofanirwa kuziva kuti nyika yangu yaimbovimba nekutenga kunze kwenyika tekinoroji iyi.Mushure memakore ekutsvagisa, yakazokwanisa kubvisa iyo tekinoroji blockade.Zvakakosha kutaura kuti makambani eChinese ari kugara achitsvaga mabudiro mundima iyi.Chirongwa cheShanghai Petrochemical chine mari yakazara ye3.5 bhiriyoni yuan-”12,000 matani/gore 48K hombe tow carbon fiber” yakatanga kuvakwa muna Ndira 4, 2021.
Vemukati vakati kushanda kwazvino kweindasitiri yemakemikari emumba kwakapfuura zvinotarisirwa.Zvinoenderana nekufambira mberi uku, kusimukira kweindasitiri yemakemikari yenyika yangu kuchakwanisa kusvika padanho repamusoro, kugona matekinoroji eindasitiri, uye kuwana migove yakawanda mumusika wemakemikari wepasi rose.
Kupokana pakati pekupa uye kudiwa hakuna mukurumbira, PVC ramangwana rekugadzirisa mutengo rinosangana nezvipingamupinyi.
Ramangwana rePVC rakachinjika pamwero wepamusoro, asi huwandu hwekushanda hwakaenda pasi.Kukwira kweramangwana kwakawedzera kuvimba kwevatori vechikamu pamusika.Mutengo mukuru wemusika wePVC wepamusha wakakwira, uye zviwanikwa zvemutengo wakaderera zvemusika zvaive zvichiri kunetsa kuwana.Kunyangwe ramangwana rakwira uye hwaro hwePVC hwapora, musika wenzvimbo uchiri wekutanga.Munzvimbo dzekuchamhembe kwakadziva kumadokero makuru ekugadzira, kudzvanywa kwemabhizinesi hakusi kukuru, mamwe achine maodha ekutanga kutengeswa, uye ekare-fekitori makotesheni akasimudzwa mune yakamanikana, uye anogona kugadziridzwa zviri nyore zvichienderana nemamiriro avo.Zvizhinji zvezvivakwa zvekugadzira zviri kufamba zvakanaka, uye iyo yekutanga-yepamusoro yePVC indasitiri inochengetwa yakatenderedza 84%.Kune mashoma ekugadzirisa zvirongwa zvemabhizinesi munguva inotevera, uye iyo yakasimba yePVC inozorerutswa.Iwo ekare-fekitari mitengo yemunhu calcium carbide yakwira, uye mitengo yekutenga yagara yakagadzikana.Nekuda kwekukanganisa kwakanyanya kwekuyerwa kwemagetsi muInner Mongolia, kunyanya nzvimbo yeWumeng, kupihwa kwecalcium carbide kwakaoma kupora munguva pfupi.Zvisinei, tichifunga nezvekugamuchirwa kwepasi, mutengo wekugadzirisa calcium carbide unonzwisisika, uye mari yePVC yakakwirira.Mutengo wemutengo wemusika wakanyangarika, uye zvipo zvevatengesi zvaive zvakasimba, zvimwe zvacho zvakasimudzwa ne30 yuan/ton.Musika wezasi hauna shungu dzekudzingirira kukwirisa, nekushaikwa kwemibvunzo inoshanda, uye kuzadza zvinhu nemitengo.Iko chaiyo yekutengesa vhoriyamu yave nani kana ichienzaniswa nenguva yapfuura.Nhamba dzichangoburwa dzinoratidza kuti vhoriyamu yePVC yekutengesa kunze kwenyika muna Chivabvu yakadzikira kusvika ku216,200 matani, asi hwindo rekutengesa kunze kwenyika muna Chikumi rakavharwa nguva zhinji, uye vhoriyamu yePVC yekutengesa inotarisirwa kudzikira padanho repamusoro.Huwandu hwevanosvika mumusika hudiki, uye huwandu hwese hwemagariro ePVC muEast China neSouth China hwadzika kusvika 145,000 matani.Zvakaoma kuunganidza nokukurumidza munguva pfupi, uye zvinyorwa zvishoma zvinopa rubatsiro rwakasimba.Nekuwedzera kwekupa uye kuderera kwekuda, PVC zvakakosha zvinotarisirwa kupera simba.Parizvino, kupokana kwemusika hakusati kwakakurumbira.Pasi pemamiriro eiyo yepamusoro nzvimbo premium, iyo huru kondirakiti gadziriso inononoka zvishoma, ichiratidza maitiro ekuchinja kukuru.Izvo zviri pamusoro zvinotarisa kwenguva pfupi pakupikisa pedyo ne8800, uye zvinokurudzirwa kuchengetedza mafungiro e-bearish mukushanda.
1. Mitengo yeramangwana inochinja-chinja
Ramangwana rePVC rakarova 9435 pakati paChivabvu, richiisa hutsva hwepamusoro hwegore uye richirovawo hutsva hutsva mumakore gumi apfuura.Sezvo mitengo inoramba ichikwira, kukwira kwepamusoro paPVC kwakawedzera, kukurumidza kwekuenderera mberi kunowedzera kusina simba, uye diski inoruramiswa.Pakati pesimba regiravhiti rePVC rakasunungurwa zvisina simba, richiwira pasi pechiratidzo che9000, uye richichinja-chinja pakati pe8500-9000, ichidzokorora kuyedza tsigiro ye8500.Mukupera kwaJune, kontrakiti huru yakawira kwemazuva matanhatu akatevedzana ekutengeserana uye yakabudirira kuputsika pasi, inosvika zvishoma 8295. Musika wepavara une premium yakadzika.Muchiitiko chepamusoro-soro, mushure mechinguva chiduku chekubatanidza mu8300-8500, PVC yakasimudza zvakare, yakaputsa 20-day movement average, uye yakadzoka kusvika pedyo ne8700 mark.
2. nzvimbo yacho ine simba
Kudonha mune ramangwana kunokanganisa mafungiro evatori vechikamu pamusika.Imba yePVC yemusika mitengo yemusika yakatevera yakasununguka, asi hapasati paine akawanda-akaderera-mutengo wezvinhu zvinyorwa.Iko hakuna akawanda akatenderedzwa masosi ezvigadzirwa pamusika, ayo anotsigira epamusoro-level kushanda kwePVC nzvimbo mitengo.Kudzvinyirirwa kudivi rekupa kwepamusoro hakuna kusimba panguva ino, makotesheni emakambani ari kuchamhembe kwakadziva kumadokero kwenzvimbo huru yekugadzira haana kuchinja zvakanyanya, uye kudiwa kwemusika wepasi kwave kuderera, asi huwandu hwemagariro huri padanho rakaderera, uye kupokana pakati pekupa uye kudiwa hakusi kukuru.Mashoko emhando 5 calcium carbide zvinhu: East China mainstream kutamisa mari inozvibvisa wega 9000-9100 yuan/tani, South China mainstream exchange cash inoburitsa yega 9070-9150 yuan/tani, Hebei mari inoendeswa ku8910-8980 yuan/tani , Shandong mari inoendeswa ku8900-8980 yuan/ Ton.
Nguva yekutumira: Jul-10-2021