PVC yazvino musika maitiro (2)

Musika wePVC uchiri mukusagadzikana pakati pekutsigirwa kwemutengo uye kudiwa, uye kudiwa mushure mezororo hakuna kunaka sezvaitarisirwa, nepo mutengo wealkaline yakagochwa wadonha, mutengo wemarasha unodzokororwa, uye iyo yose mutengo werutsigiro uchiri. ikoko.Maonero emusika anogona kuramba achitarisira kune mamwe marongero.Ikozvino kutengesa kwezvivakwa kunoramba kuchivandudza, uye kunogona kuvandudza zvishoma nezvishoma mamiriro emabhizinesi edzimba.Zvinotora imwe nguva yenguva kuti iendeswe kuPVC terminal.Ikozvino PVC mamiriro ezvinhu akaoma kuchinja.Essence

1. Kutangazve musika

MunaFebruary, PVC (6334, -39.00, -0.61%) yakaratidza yekutanga yakawa ndokuzosimuka.Pamberi peMutambo weChirimo, PVC inoramba ichikwira pasi pekukurudzira kweiyo real estate policy uye tariro yekuda.Mushure memutambo, kudzika kwemvura-kugadzirwa uye kugadzirwa zvakare kunononoka.Mamiriro ezvinhu emirairo yezasi akatsauka.Mushure mezvo, mutengo wealkali wakadonha, iyo seesaw yakaonekwa, pamwe nePVC destocking, uye kufanotaura kwemusika kwezvikamu zviviri izvi zvaive nani.PVC yakasimuka mushure mepasi pePVC.Mutengo wealkali wakadonha kubva pa1030 yuan/ton kusvika pa870 yuan/ton, kuderera kwe15.5%.

Chechipiri, kutanga kwekuvaka kunovandudzwa, uye humwe hutsva hunobudiswa

Muna Kukadzi 2023, kuburitswa kwePVC kwaive 1.781 miriyoni matani, gore-on-gore kuwedzera kwe1.3%, kuwedzera kwe1.9% gore-pa-gore, uye Nissan mhete yekuwedzera ye2.3% pamwedzi -on-mwedzi.Guangxi Huayi's 400,000 matani ethylene nzira yaive yakawanda-yakagadzirwa mukupera kwaFebruary.MunaFebruary, nekuda kwekuderera kwemutengo wematombo emagetsi uye kukwira kwePVC mutengo muhafu yechipiri yemwedzi, purofiti yePVC yenzira yekubuda kunze yakagadziriswa.Zvishoma nezvishoma ndakasimudza.MunaFebruary, PVC yakasvika 79.32% pamwedzi, kuwedzera kwe1.5 muzana kubva muna Ndira.Panyaya yekugadzira nekugadzira, iyo 400,000 matani ethylene mudziyo muJulong Chemical haisati yave yakawanda-yakagadzirwa.Shandong Xinfa 400,000 matani emudziyo akavhura 200,000 matani, uye imwe 200,000 -tani mudziyo hauna kuvhurwa.Edzai mota.

Chechitatu, muganho wezvivakwa uri nani, uye tarisiro ichiripo

Muna 2022, kushandiswa kwePVC kwaive 20.24 miriyoni matani, gore-pa-gore kuderera kwe2.7%.Munguva yeMutambo weChitsuwa, iyo yakakwira-frequency data yezvivakwa yakaitwa zvisina kunaka, asi mushure meMutambo weChirimo, kubva kune yakakwira-frequency data yenzvimbo yekutengesa yedzimba dzekutengesa mumaguta makumi matatu makuru uye epakati nepakati uye nzvimbo yekutengeserana yechipiri - dzimba dzemaoko, mukurumbira wekutengesa kwedzimba itsva uye dzimba dzekare dzakaramba dzichidziya.Zvinoenderana nedatha yeShell Research Institute, muna Kukadzi 2023, yechipiri-ruoko bhandi reimba rakatarisa index ye30.9, kuwedzera kwe17.2 mwedzi -on-mwedzi, iyo nyowani kesi nyaya indekisi yaive 24.6, kuwedzera kwe11.0 kubva. mwedzi wapfuura, uye nzvimbo yacho yakagadziridzwa neinoganhurana.MunaFebruary, iyo PMI yeindasitiri yekugadzira yaive 52.6, uye kumusoro kwe2.5 mapoinzi kubva pamwedzi wapfuura.Iyo isiri-kugadzira PMI yaiva 56.3, uye uplink ye1.9 points yakapfuura, iyo yose yakapfuura zvinotarisirwa pamusika.MunaFebruary, iyo indasitiri yekuvaka PMI yaive 60.2, yaive yakakwira kupfuura kukosha kwekutanga kwe56.4.Iyo inodziya macro PMI data yakasimbisa tarisiro yemusika yekuvandudza hupfumi.

4. Kudiwa kwekune dzimwe nyika kwakaderera, asi kwakaoma

Muna Zvita 2022, kutengeswa kwePVC poda yaive 126,000 matani, kuwedzera kwe48.8% mwedzi -on-mwedzi uye kuderera kwe34.6% gore -on-gore.Muna 2022, kutengesa kunze kwePVC poda yaive 1.966 miriyoni matani, kuwedzera kwe12.1% gore-pagore.Muna Zvita, kutengeswa kwePVC pasi kunze kwenyika kwaiva 371,000 matani, kuwedzera kwe8.2% mwedzi -on-mwedzi uye kuderera kwe31,7% gore negore.Muna 2022, kutengeswa kunze kwenyika kwePVC pasi kunze kwaive 50.71 miriyoni matani, gore-pa-gore kuderera kwe11.5%, iyo 2.52 miriyoni matani akatumirwa kuUnited States, achiverengera makumi mashanu%.Iyo PVC inotumira kunze zvakare -vhoriyamu muna Zvita.Musika unotarisirwa kuitwa muna Kukadzi muna Kukadzi, saka India yePVC yekupinda kunze kwenyika yakaitwa muna Kukadzi, saka India's PVC yekupinda kunze kwenyika yakawedzera mukuwedzera kwenguva pfupi munyika yangu.

Kubva muna Chivabvu 2022, nekusimudzirwa kwemitengo yemubereko kubva kumusika wekunze, kubuda kwePVC poda kwakadzikira kubva pamwedzi wapfuura kubva muna Chivabvu, uye kutengesa kunze kwenyika kwakaderera kubva pamwedzi wapfuura kubva Chikunguru.Muna 2023, PVC poda inotengeswa kunze kwenyika uye pasi pasi inotarisirwa kudzikira.Chokutanga pane zvose, pasi pemamiriro ekukwira kwemhindu, kuderera kwekudiwa kune mhiri kwemakungwa kune chokwadi.Kechipiri, North America ndiyo hombe pasi rose PVC mambure ekunze nzvimbo.Kubva 2021 kusvika kune wekutanga Chikunguru gore rino, inobatwa nechando wave uye kusangana kwechiteshi.Izvo zvinotengeswa kunze kwenyika zvakadzikira zvakanyanya, asi matambudziko aya akarerutswa.Mukuwedzera, iyo inventory yakakwirira.Yakawedzera zvakanyanya, uye iyo inotarisirwa kutumira kunze kweUS vhoriyamu muna 2023 ichave yakazara munyika yangu PVC yekugovera kunze kwenyika.

Kubva pakati uye kwenguva refu, kudiwa kwekunze kwakaderera, asi kubva kune purofiti yekunze uye ichangobva kuwedzerwa kusaina odha, pane nguva yekuve nehuwandu, uye kunze kune kumwe kuoma.

Cheshanu, maonero emusika

Muchikamu chekugovera, zvimwe zvishandiso zvitsva zvichiri kutarisirwa kuiswa mukugadzirwa munaKurume.Nekugadziriswa kwechigadzirwa, chikwata chakakwira kusvika kune imwe nzvimbo yakakwirira, uye zvinotarisirwa zvinobuda muna March zvakakwirira.Kubva pakuona kweiyo real estate high-frequency data, kutengeswa kwedzimba itsva uye yechipiri-ruoko dzimba dziri kuramba dzichidziya, uye kumucheto kwekugadzirisa kwezvivakwa kuri kuitika.MunaFebruary, iyo macro PMI data yaidziya, iyo yakasimbisa tarisiro yemusika yekuvandudza hupfumi, uye kudiwa kwese kwaive nani.Parizvino, iyo yekumusoro inventory uye social inventory yePVC iri panguva imwe chete panguva imwe chete, uye inventory pressure ichiri yakakura kwazvo.Iko kudiwa kwePVC kudiwa kune zvakakwirira zvinodiwa.Kana kudiwa kuchisimbiswa, iyo PVC ine nzvimbo yekuwedzera mutengo.Kana chokwadi chekudiwa chisina kunaka panguva ino, mutemo wekuda unotarisirwa kutsigira, uye maitiro ose achave akaenzana.Plastiki Kunze Pvc Sheets