Abstract: Kazhinji, kupera kwekuvakwa kwekuvaka kunotarisirwa kuwedzera, uye kuderera kwemvura kudiwa kana zvishoma nezvishoma mumwaka wekunze-mwaka, PVC yakakosha inoramba isina simba.Iko kuchangobva kuitika kwemacro sentiment pane zvigadzirwa zviri pachena, Zvita inguva yekusumwa kwegwaro rakasimba, PVC yenguva pfupi ichiri kutarisirwa kuenderera mberi mune zvakakosha uye macro game range, kungwarira kutarisa kutenderera uku kwePVC pamusoro pekureba. .
Kutanga, iyo yekugovera divi kuongororwa
1. PVC yekutanga-up kuchengetedza inotarisirwa kuwedzera
Kugadziriswa kwePVC zvishoma nezvishoma kwakadzikira muna Zvita, kutanga kwese kunotarisirwa kuwedzera, kubva muna Zvita 8 vhiki, iyo yemba yese yekutanga mutoro wePVC 70.64% (-0.49%), iyo calcium carbide nzira yekushandisa ye68.15% (-0.94%). , ethylene nzira yekushanda chiyero che 79.51% (+ 1.08%).Kubva pakubuda kwegore rino, kugadzirwa kwePVC munaNovember munenge mamiriyoni 1.6424 matani, December anotarisirwa kubudisa mumatani mamiriyoni 1.76, gore negore mu 21.95 mamiriyoni matani, gore rakapera panguva imwe chete mamiriyoni e22.16, zvishoma zvishoma gore- pa-gore, kunyanya muhafu yechipiri yegore rino pasi pePVC yakaenderera mberi isina simba inoshingaira yekugadzira kuderedza chiitiko zvakanyanya, kutanga kwekuderera kuenzaniswa negore rapfuura.Yave kuda kupinda mumwaka wepamusoro pechinyakare, rutivi rwekugovera rwunotarisirwa kuwedzera, ukuwo kudiwa kuchiderera, uye kudzvanywa kwekupa uye kudiwa kunosara.Mukuwedzera, kubva pakuona kwehutsva hutsva hwekugadzira, 400,000 matani eJulong Chemical, 400,000 matani eShandong Xinfa uye 400,000 matani eGuangxi Huayi achaedzwa munaNovember-December, uye kusunungurwa kunotarisirwa kuchava muna Ndira-Kukadzi gore rinouya.
2. Nzvimbo yekuchengetera zvinhu yakakwira gore negore, uye kudzvanywa padivi rekupa hakuna kuderedzwa.
Kubva pamaonero ezvinyorwa, pasi pesimba redenda muShanghai muhafu yekutanga yegore, kudzoserwa kwese kudiwa kubva muna Chivabvu kusvika munaChikunguru kwakanga kusiri sezvaitarisirwa, uye kusvika kwepakati pemvura yekuchengetera zvinhu kwakawedzera, saka iyo yepakati pemvura haina kuderedza. semazuva ese asi akaramba ari padanho repamusoro.Muna Nyamavhuvhu, nekuwedzera kwekuchengetedza, rutivi rwekugovera rwakadzikira, uye kudzikira kwekusvika kwepakati penzvimbo yekuchengetera zvinhu kwakaita kuti hesitori ideredzwe zvishoma, asi yakapinda mumwaka wepamusoro we "goridhe mapfumbamwe nesirivha gumi".Mukupera kwaGumiguru, nekuda kwekubuda kwedenda munzvimbo dzakasiyana-siyana, kuiswa chisimbiso nekudzora kwakava kwakasimba, uye kusvika kwezvinhu zvekumusoro kwakadzikira, izvo zvakaita kuti matura epakati pemvura adzike, asi yakanga ichiri padanho repamusoro panguva imwe chete. munhoroondo.Kubva muna Zvita 9, huwandu hwakazara hwematura emuenzaniso muEast neSouth China aive 245,300 matani (-2.23% zvichienzaniswa nesvondo rapfuura, Zvakafanana ne + 80.1%), kusanganisira mazana maviri nemakumi maviri nemazana mashanu ematani ezvinyorwa muEast China (-2.22% mwedzi -pamwedzi, + 88.37% gore negore) uye 42,800 matani ezvinyorwa muSouth China (-2.28% mwedzi-on-mwedzi, + 49.13% gore negore).Tinofanira kuziva kuti kuderedzwa kwezvinyorwa zvepakati pemvura kunokonzerwa chete nekukanganiswa kwekutakura kwepamusoro pemvura, uye iyo yose yehuwandu haina kuendeswa kune yakadzika.Izvi zvinoreva kuti kudiwa hakusi kuita nani.Zvadaro, nekuvhurwa zvishoma nezvishoma kwedenda, zvinhu uye zvekufambisa zvinotarisirwa kuvandudzwa, uye kuuya kwezvinhu zvepakati kunowedzera.Pakati pese, pachange paine maitiro ekuunganidza pakupera kwegore, uye iyo inoenderera yakakwira inventory chiratidzo chehusina kusimba hwePVC gore rino.
Nguva yekutumira: Zvita-20-2022