[PVC: Kumirira nguva] Zvinokosha: Kukwidza kunotanga kumusoro, uye mudziyo mutsva (400,000 matani) uchave pedyo nekugadzirwa kwakazara mwedzi unouya.Kuremerwa kwemafekitori ezasi kwakawedzera, asi iyo indasitiri cheni yekuchengetedza yakakurisa.PVC purofiti yekuvandudza uye yakazara purofiti muNorth China.Mushure mokunge mutengo wacho wadzoka, kudiwa kwepasi kwemvura hakuna kutevera.Masangano maviri aya acharamba achivhurwa nekukurumidza, uye macro transaction kana haasati apera.Panyaya yezano: 1) Unilaterally mirira uone, V2309 isina chinhu inogona kumirira macro kupera simba, uye mutengo wealkalinity kudzikamisa uye kupora.2) Arbitrage 5-9 Positive seti yakaderera.
Maonero epakati: Kwakarerekera kwakakosha: kukwira kumusoro kutanga kumusoro, mudziyo mutsva (400,000 matani) uchave pedyo nekugadzirwa kwakazara mwedzi unouya.Kuremerwa kwemafekitori ezasi kwakawedzera, asi iyo indasitiri cheni yekuchengetedza yakakurisa.PVC purofiti yekuvandudza uye yakazara purofiti muNorth China.Mushure mokunge mutengo wacho wadzoka, kudiwa kwepasi kwemvura hakuna kutevera.Masangano maviri aya acharamba achivhurwa nekukurumidza, uye macro transaction kana haasati apera.Panyaya yezano: 1) Unilaterally mirira uone, V2309 isina chinhu inogona kumirira macro kupera simba, uye mutengo wealkalinity kudzikamisa uye kupora.2) Arbitrage 5-9 Positive seti yakaderera.
Alkaline kukanganisa paPVC: Mutengo wekusarerekera sarudzo uri kudzikira.Shandong 32% liquid -alkali yakashumwa kusvika 890 yuan/ton, uye tani purofiti yaiva 656 yuan.Kumhiri kwemakungwa mitengo yealkalinity yakagadzikana, uye maodha ekunze anoderedzwa.Electrolytic aluminium -shoma simba rinowedzerwa.Iko kudiwa kwealumina yealuminium haina kudzoserwa kune alkaline -yakagochwa alkali.Ngwarira kugadzirisa kwepamusoro pemvura.
Raw material support: neutral uye isina chinhu 1) Wuhai Electric Stone yakashuma 3300 yuan / ton, kuderera kwe100 kubva vhiki yapfuura;2) Lanban inotarisirwa kuzivisa ku1200 yuan/ton, kuderera kwe100.3 kubva svondo rapfuura.) , VCM CFR Far East yakasimuka 36 US $ 764/ton.
Supply: Kuwedzera kwekuvaka zvishoma.PVC's yakazara yekushanda mutoro mwero yaive 80.09%, kuwedzera kwe1.06 muzana kubva pamwedzi wapfuura;iyo iyo PVC yekushanda mutoro wehuwandu hwePVC nzira yaiva 79.27%, kuwedzera kwe1.94 muzana kubva pamwedzi wapfuura;iyo PVC yekushanda mutoro weyero ye ethylene nzira yaive 83.08%, kuderera kwe2.14 muzana kubva pamwedzi wapfuura.Mutoro wemari unowedzera uye kurasikirwa kwekuchengetedza kwakaderera zvishoma, uye hapana chirongwa chitsva chekugadzirisa.
Zvinodiwa: Yakaderera isina 1) Kutanga kwezvigadzirwa zvepasi kwakakwira kusvika pa4.5%.2) Export: Exports inogamuchirwa, kuendeswa anenge 197,000 matani, teerera kune ekunze mamiriro munaKurume.Zvigadzirwa zvapera simba mhiri kwemakungwa.3) Nhamba yekirabhu yevhiki nevhiki neraibhurari yefekitari yakaderera zvishoma, asi nzvimbo yekuchinja yezvinyorwa haisati yasvika.
Pundutso: nzira yemagetsi isina kwayakarerekera yawedzera.Electric Stone Integrated TOM-317 yuan, Shandong Foreign Purchase Electro-Stone Matani Lite-744 yuan;North China ethylene nzira yakakwira kusvika pa1,200 yuan/ton.Iyo alkali haina simba, purofiti yakazara yeNorthwest China yadzika kusvika ku299 yuan, uye purofiti yakazara yeNorth China yakwira kusvika -167 yuan/ton;mutengo wematani maviri wakakwira kusvika pa2900 yuan.Kurasikirwa kweLanglong nematombo muPVC indasitiri cheni, kurasikirwa kwePVC kupera kwakadzikira zvakanyanya, purofiti yealkali yadzikiswa, purofiti yakazara yepurofiti yakazara inodzikiswa muNorth China, uye kuchamhembe kwakadziva kumadokero kune purofiti diki.
Macro: Kusarerekera kwakawanda 1) Zvemumba: Yangzhou inodzima zvirambidzo zvekutenga uye zvakatemerwa kutengesa, Changzhou inoronga kudzima zvirambidzo zvekutengesa.Ngwarira kuti kusununguka kwezvirambidzo kuri kuramba kuchiwedzera.Mitemo yakadai sekuwedzera zera rechikwereti uye "Lianxin Chikwereti" nevarume nevakadzi sevanhu vanobhadhara pamwe chete zvakatangwa mushure memumwe.Dhipatimendi reIndasitiri reDevelopment and Reform Commission rinobata mamwe masimposiamu ekukura kwemaindasitiri mumatunhu akakosha.Zvinotarisirwa kuti kune mitemo yakawanda pamberi uye shure kwezvikamu zviviri.Kuwedzera kudiwa kwemumba, kuvimba, uye kukura kwakagadzikana ndiko kutariswa kwemakore makumi maviri nematatu ebasa rehupfumi.2) US -non-farm iri nani, CPI inotarisirwa zvishoma, uye PMI inoitawo yakasimba.
Huwandu husina kunaka hwemaodha epasi pemvura PVC inoramba ichidzikisira zvinzvimbo uye ichidzikira pasi
Nezveramangwana: PVC (6471, 3.00, 0.05%) Chibvumirano chikuru 2305 chinoramba chichideredza kugadziriswa, mutengo wakaderera i6422 yuan / ton, mutengo wepamusoro i6500, uye mutengo wekupedzisira wekuvhara i6447 yuan / ton.Nzvimbo yenzvimbo yacho pakupedzisira yakaderedzwa ne 8731 kusvika 733136. Maererano nechibvumirano chikuru che 2305, nzvimbo dzepamusoro makumi maviri dzepamusoro dzakawanda dzakawedzera ne 10881, nepo yekutanga 20 nzvimbo pfupi pfupi yakawedzera nemaoko 17282.Mambure ekubata mambure aive achiri akachena.
Mukutaura kwemashoko anokosha: rutivi rwekupa, chiyero chekushanda kwePVC chakasimuka 1.40 muzana kusvika ku77.54% mwedzi -on-mwedzi, iyo iyo yekushanda kwemaitiro ematombo emagetsi yakasimuka 2.98 muzana kusvika 77.07%.Kukwira zvishoma, pamwero wakaderera wenguva imwe chete mumakore.Panyaya yehunyanzvi hutsva hwekugadzira, Shandong Xinfa, inova 200,000 matani / gore, yakaiswa zviri pamutemo mukugadzirwa muna Ndira, uye 100,000 matani / gore Texas Lishi yakaiswa zviri pamutemo mukugadzirwa muna Kukadzi.Qinzhou inoronga kuiswa zviri pamutemo mukugadzirwa mukupera kwaKukadzi.Taiwan Formoscus PVC yakakwira madhora makumi mana/tani munaKurume, uye hwindo remubairo wekunze rakavhurwa zvishoma.
Kudiwa, kubva munaNdira kusvika Zvita, kuderera kwekuwedzera kwekudyara kwezvivakwa kwakawedzera kusvika -10.0% gore-pagore, uye nzvimbo yakaunganidzwa yekutengesa zvivakwa yakawedzera kusvika -24.3% gore negore.Kupfupika, kupera kwemwedzi kwaive -6.57% gore-pa-gore, zvichienzaniswa nemwedzi wapfuura, nharaunda yemari yebhizinesi redzimba yakavandudzwa, uye mutemo wekuchengetedza kutengeserana kwenzvimbo wakaita basa.Manheru emusi waKukadzi 20, CSRC yakaburitsa chirevo ichiti kuitira kuti tienderere mberi nekutamba zvakanakira kugoverwa kwemidziyo yakasiyana-siyana uye kushanda kwehunyanzvi hwekudyara kwemari yakazvimirira, uye kuzadzisa zvinodiwa nemari inodiwa yeminda yezvivakwa, nguva pfupi yadarika, CSRC yakatanga. basa rekuyedza rereal estate private equity investment funds, uye mabhizinesi edzimba akawedzera kuwedzera.Mari inopihwa kubatsira iyo real estate industry.
Kubva pasvondo raKukadzi 19, zororo reMutambo weChirimo rakadzoka, uye kutengeserana kwezvivakwa kwakaramba kuchidzora pamwero wakaderera.Nzvimbo yedzimba dzekutengesa mumaguta makuru makumi matatu nepakati akasimuka 10.63% mwedzi -on-mwedzi.Semakore apfuura, yaive mumwaka wepasi weMutambo weChirimo uye yaive ichiri pachinzvimbo chakaderera.PVC's yakananga kuzasi yekushanda mwero iri zvakare kupora zvishoma nezvishoma, iyo yakakwira zvishoma kupfuura gore rapfuura.
Muchiverengero, vagadziri vepasi vakatanga kutanga, uye kuverengera kwevanhu kwakadonha zvishoma.Kubva pavhiki yaFebruary 17, PVC's social inventory yakaderera ne 0.33% mwedzi -on-mwedzi kusvika ku 515,700 matani, kuwedzera kwe50.22% gore negore.
Mafekitari edunhu rekuchamhembe kwakadziva kumadokero akaramba achidzikira, asi akanga achiri pachinzvimbo chepamusoro zvikuru.Kubva muna Kukadzi 17, nzvimbo yekuchamhembe kwakadziva kumadokero kwenzvimbo dzekuchengetera zvinhu yakadzikira ne8.31% kusvika 268,000 matani.
Maererano nenheyo: Musi waFebruary 22, mutengo mukuru wePVC yeCorporal Method muEast China wakawira ku6350 yuan/ton.Base musiyano uri panzvimbo yakaderera.
Kazhinji, rutivi rwekupa, chiyero chekushanda kwePVC chakasimuka 1.40 muzana kusvika ku77.54% mwedzi -on-mwedzi, pamwero wakaderera wenguva imwechete yegore.Iwindo rekutengesa kunze kwenyika rakavhurwa zvishoma, uye maodha ekunze panguva yeChirimo Mutambo mushure mezororo, asi hapana akawanda matsva maodha.Kuvakwa kwevagadziri vepasi kuchiri kuderera, uye hupfumi hwemagariro hwakadonha zvishoma.Kubva pavhiki yaFebruary 17, PVC's social inventory yakaderera ne 0.33% mwedzi -on-mwedzi kusvika ku 515,700 matani, kuwedzera kwe50.22% gore negore.
Mafekitari edunhu rekuchamhembe kwakadziva kumadokero akaramba achidzikira, asi akanga achiri pachinzvimbo chepamusoro zvikuru.Kubva muna Kukadzi 17, nzvimbo yekuchamhembe kwakadziva kumadokero kwenzvimbo dzekuchengetera zvinhu yakadzikira ne8.31% kusvika 268,000 matani.Inventory pressure yakaderera.
Nzvimbo yekubhadhara mari yebhizinesi redzimba yakanaka.People's Bank of China neChina Banking Regulatory Commission vakapa chiziviso uye vakafunga kumisa gadziriso yesimba rekutanga seti yechikwereti chechikwereti cheimba kukurudzira kutengesa, kuita asset -liability list chirongwa kuvandudzwa kwemabhizinesi edzimba dzemhando yepamusoro. , kazhinji mitemo yezvivakwa, uye kutonga kwedenda repamba uye kutonga zvishoma nezvishoma.open.Iyo yazvino yaDecember data yeiyo real estate inoratidza kuti pasi pemutemo wekubhadhara hukama hwekudyidzana, yakavandudza zvakanyanya kubva pamwedzi wapfuura, asi ichiri kukura isina kunaka gore-pa-gore.
PVC's yakananga kuzasi yekushanda mwero iri zvakare kupora zvishoma nezvishoma, asi vhoriyamu yekurongeka haina kunaka.Musiyano wenheyo wakaderera, asi PVC isati yaramba ichiramba, vhoriyamu yekutengeserana yakaramba ichideredzwa svondo rapfuura.Plastiki Kunze Pvc Sheets
Kuti uwane rumwe ruzivo, ndapota tarisa iyi inotevera link.
Huwandu husina kunaka hwemaodha epasi pemvura PVC inoramba ichidzikisira zvinzvimbo uye ichidzikira pasi
Nezveramangwana: PVC (6471, 3.00, 0.05%) Chibvumirano chikuru 2305 chinoramba chichideredza kugadziriswa, mutengo wakaderera i6422 yuan / ton, mutengo wepamusoro i6500, uye mutengo wekupedzisira wekuvhara i6447 yuan / ton.Nzvimbo yenzvimbo yacho pakupedzisira yakaderedzwa ne 8731 kusvika 733136. Maererano nechibvumirano chikuru che 2305, nzvimbo dzepamusoro makumi maviri dzepamusoro dzakawanda dzakawedzera ne 10881, nepo yekutanga 20 nzvimbo pfupi pfupi yakawedzera nemaoko 17282.Mambure ekubata mambure aive achiri akachena.
Mukutaura kwemashoko anokosha: rutivi rwekupa, chiyero chekushanda kwePVC chakasimuka 1.40 muzana kusvika ku77.54% mwedzi -on-mwedzi, iyo iyo yekushanda kwemaitiro ematombo emagetsi yakasimuka 2.98 muzana kusvika 77.07%.Kukwira zvishoma, pamwero wakaderera wenguva imwe chete mumakore.Panyaya yehunyanzvi hutsva hwekugadzira, Shandong Xinfa, inova 200,000 matani / gore, yakaiswa zviri pamutemo mukugadzirwa muna Ndira, uye 100,000 matani / gore Texas Lishi yakaiswa zviri pamutemo mukugadzirwa muna Kukadzi.Qinzhou inoronga kuiswa zviri pamutemo mukugadzirwa mukupera kwaKukadzi.Taiwan Formoscus PVC yakakwira madhora makumi mana/tani munaKurume, uye hwindo remubairo wekunze rakavhurwa zvishoma.
Kudiwa, kubva munaNdira kusvika Zvita, kuderera kwekuwedzera kwekudyara kwezvivakwa kwakawedzera kusvika -10.0% gore-pagore, uye nzvimbo yakaunganidzwa yekutengesa zvivakwa yakawedzera kusvika -24.3% gore negore.Kupfupika, kupera kwemwedzi kwaive -6.57% gore-pa-gore, zvichienzaniswa nemwedzi wapfuura, nharaunda yemari yebhizinesi redzimba yakavandudzwa, uye mutemo wekuchengetedza kutengeserana kwenzvimbo wakaita basa.Manheru emusi waKukadzi 20, CSRC yakaburitsa chirevo ichiti kuitira kuti tienderere mberi nekutamba zvakanakira kugoverwa kwemidziyo yakasiyana-siyana uye kushanda kwehunyanzvi hwekudyara kwemari yakazvimirira, uye kuzadzisa zvinodiwa nemari inodiwa yeminda yezvivakwa, nguva pfupi yadarika, CSRC yakatanga. basa rekuyedza rereal estate private equity investment funds, uye mabhizinesi edzimba akawedzera kuwedzera.Mari inopihwa kubatsira iyo real estate industry.
Kubva pasvondo raKukadzi 19, zororo reMutambo weChirimo rakadzoka, uye kutengeserana kwezvivakwa kwakaramba kuchidzora pamwero wakaderera.Nzvimbo yedzimba dzekutengesa mumaguta makuru makumi matatu nepakati akasimuka 10.63% mwedzi -on-mwedzi.Semakore apfuura, yaive mumwaka wepasi weMutambo weChirimo uye yaive ichiri pachinzvimbo chakaderera.PVC's yakananga kuzasi yekushanda mwero iri zvakare kupora zvishoma nezvishoma, iyo yakakwira zvishoma kupfuura gore rapfuura.
Muchiverengero, vagadziri vepasi vakatanga kutanga, uye kuverengera kwevanhu kwakadonha zvishoma.Kubva pavhiki yaFebruary 17, PVC's social inventory yakaderera ne 0.33% mwedzi -on-mwedzi kusvika ku 515,700 matani, kuwedzera kwe50.22% gore negore.
Mafekitari edunhu rekuchamhembe kwakadziva kumadokero akaramba achidzikira, asi akanga achiri pachinzvimbo chepamusoro zvikuru.Kubva muna Kukadzi 17, nzvimbo yekuchamhembe kwakadziva kumadokero kwenzvimbo dzekuchengetera zvinhu yakadzikira ne8.31% kusvika 268,000 matani.
Maererano nenheyo: Musi waFebruary 22, mutengo mukuru wePVC yeCorporal Method muEast China wakawira ku6350 yuan/ton.Base musiyano uri panzvimbo yakaderera.
Kazhinji, rutivi rwekupa, chiyero chekushanda kwePVC chakasimuka 1.40 muzana kusvika ku77.54% mwedzi -on-mwedzi, pamwero wakaderera wenguva imwechete yegore.Iwindo rekutengesa kunze kwenyika rakavhurwa zvishoma, uye maodha ekunze panguva yeChirimo Mutambo mushure mezororo, asi hapana akawanda matsva maodha.Kuvakwa kwevagadziri vepasi kuchiri kuderera, uye hupfumi hwemagariro hwakadonha zvishoma.Kubva pavhiki yaFebruary 17, PVC's social inventory yakaderera ne 0.33% mwedzi -on-mwedzi kusvika ku 515,700 matani, kuwedzera kwe50.22% gore negore.
Mafekitari edunhu rekuchamhembe kwakadziva kumadokero akaramba achidzikira, asi akanga achiri pachinzvimbo chepamusoro zvikuru.Kubva muna Kukadzi 17, nzvimbo yekuchamhembe kwakadziva kumadokero kwenzvimbo dzekuchengetera zvinhu yakadzikira ne8.31% kusvika 268,000 matani.Inventory pressure yakaderera.
Nzvimbo yekubhadhara mari yebhizinesi redzimba yakanaka.People's Bank of China neChina Banking Regulatory Commission vakapa chiziviso uye vakafunga kumisa gadziriso yesimba rekutanga seti yechikwereti chechikwereti cheimba kukurudzira kutengesa, kuita asset -liability list chirongwa kuvandudzwa kwemabhizinesi edzimba dzemhando yepamusoro. , kazhinji mitemo yezvivakwa, uye kutonga kwedenda repamba uye kutonga zvishoma nezvishoma.open.Iyo yazvino yaDecember data yeiyo real estate inoratidza kuti pasi pemutemo wekubhadhara hukama hwekudyidzana, yakavandudza zvakanyanya kubva pamwedzi wapfuura, asi ichiri kukura isina kunaka gore-pa-gore.
PVC's yakananga kuzasi yekushanda mwero iri zvakare kupora zvishoma nezvishoma, asi vhoriyamu yekurongeka haina kunaka.Musiyano wenheyo wakaderera, asi PVC isati yaramba ichiramba, vhoriyamu yekutengeserana yakaramba ichideredzwa svondo rapfuura.Plastiki Kunze Pvc Sheets
Kuti uwane rumwe ruzivo, ndapota tarisa iyi inotevera link.
Nguva yekutumira: Feb-24-2023