I-China ngoyena mthengi mkhulu kunye nomvelisi weemveliso zemichiza.Kweli shishini, ilizwe lam liye laqhubeka liqhekeza imida yetekhnoloji kwaye lafumana iziphumo ezininzi.Kanye ngoku, ishishini lemichiza laphinda lafumana iindaba ezimnandi.
Ngokutsho kwengxelo yamva nje evela kumajelo eendaba ngoMvulo (Julayi 5), izibalo zibonisa ukuba i-China ye-PVC amandla okuvelisa iglavu i-akhawunti ye-90% yehlabathi lilonke, kwaye i-90% yeeglavu ze-PVC zelizwe lam zithengiswa ngaphandle.Ngo-2020, imveliso yePVC yelizwe lam iya kufikelela kwi-20.74 yezigidi zeetoni, ibekwe kwindawo yokuqala emhlabeni.
Ukongeza, kukho ezininzi "zokuqala" kwilizwe lethu.Ngo-2020, ilizwe lam livelise iitoni ezingama-894,000 ze-spandex, libekwe kwindawo yokuqala emhlabeni.Ukuveliswa kweekhemikhali ezininzi njengeefriji zesizukulwana sesithathu, iintlaka zokwenziwa, iifiber zeglasi, i-methanol, uthuthu lwesoda, namatayara zikwakwindawo yokuqala emhlabeni.
Ukwanda kwemveliso yezi mveliso zemichiza kuzise inzuzo enkulu kushishino lwemichiza yelizwe lam.Ubalo lubonisa ukuba kwiinyanga ezintlanu zokuqala zalo nyaka, ingeniso yeshishini lemichiza inyuke yaya kutsho kwi-5.50 yetriliyoni ye-yuan, ingeniso inyuke malunga ne-32.8%, kwaye inzuzo ibe yi-507.69 yeebhiliyoni zeeyuan, ukwanda kwamaxesha angama-5.6.Ukongeza, ukususela nge-1 kaJulayi, phantse i-80% yeenkampani zeekhemikhali ze-A-share zilindele ukuba ukusebenza kwazo kwexesha elizayo kukhule.
Ukuphunyezwa kweziphumo ezincumisayo ngolo hlobo kuxhamle kuphuculo oluqhubekayo lobugcisa belizwe lam loshishino lweekhemikhali.ilizwe lam liphule umqobo wetekhnoloji ye-48K enkulu ye-carbon fiber, ukumkani wezinto ezintsha.Ubuninzi bezinto ezibizwa ngokuba "igolide elimnyama" lingaphantsi kweyesine yentsimbi, kwaye ububanzi bayo buyingxenye yesihlanu kuphela yeenwele.Enye, kodwa amandla ayo anokufikelela kumaxesha angama-7 ukuya kuma-9 amaxesha entsimbi.Ingasetyenziswa ngokubanzi kukwenziwa kweentonga zokuloba, iirakethi ze-badminton, amaqokobhe eenqwelo-moya kunye neeblades zamandla omoya.
Kuya kufuneka wazi ukuba ilizwe lam belikade lixhomekeke ekuthengisweni kweli lizwe ngobuchwephesha.Emva kweminyaka yophando, ekugqibeleni yakwazi ukulahla i-blockade yezobuchwepheshe.Kuyafaneleka ukukhankanya ukuba iinkampani zaseTshayina zihlala zifuna impumelelo kweli candelo.Iprojekthi yeShanghai Petrochemical enotyalo-mali lulonke lwe-3.5 yeebhiliyoni zeeyuan-”12,000 yeetoni/ngonyaka 48K enkulu ye-carbon fiber” iqale ukwakhiwa nge-4 kaJanuwari, ngo-2021.
Abangaphakathi batsho ukuba ukusebenza kwangoku kwishishini lemichiza yasekhaya ligqithise ulindelo.Ngokwale nkqubela phambili yophuhliso, uphuhliso lweshishini lemichiza lelizwe lam luya kukwazi ukufikelela kwinqanaba eliphezulu, lilawule ngakumbi itekhnoloji yoshishino, kwaye lizuze izabelo ngakumbi kwimarike yeekhemikhali zehlabathi.
Ukuchasana phakathi konikezelo kunye nemfuno ayibalulekanga, uhlengahlengiso lwexesha elizayo lwePVC ludibana nemiqobo.
Ixesha elizayo le-PVC liye laguquguquka kwinqanaba eliphezulu, kodwa uluhlu lokusebenza luye lwaya ezantsi.Ukunyuka kwexesha elizayo kwandisa ukuzithemba kwabathathi-nxaxheba kwimarike.Ixabiso eliqhelekileyo kwimakethi yendawo yePVC yasekhaya inyuke, kwaye imithombo yamaxabiso aphantsi yempahla kwimarike bekusenzima ukuyifumana.Nangona ikamva liphumile kwaye isiseko sePVC sibuyile, imarike yendawo isekwiprimiyamu.Kwiindawo eziphambili zomntla-ntshona, uxinzelelo lwe-inventory yamashishini alukhulu, abanye basenayo imiyalelo yokuthengisa kwangaphambili, kwaye iikowuti zangaphambili zefektri ziphakanyiswe kuluhlu oluncinci, kwaye zinokulungelelaniswa ngokuguquguqukayo ngokwemiqathango yazo.Uninzi lwezibonelelo zemveliso zihamba kakuhle, kwaye inqanaba lokuqalisa kwishishini lePVC ligcinwa malunga ne-84%.Zimbalwa izicwangciso zokulungisa amashishini kwixesha elizayo, kwaye unikezelo oluqinileyo lwePVC luya kuthotywa.Amaxabiso e-ex-factory e-calcium carbide anyukile, kwaye amaxabiso okuthenga aye azinzile ngokubanzi.Ngenxa yefuthe elibi kakhulu lokulinganiswa kwamandla kwi-Inner Mongolia, ngakumbi indawo yaseWumeng, ukunikezelwa kwe-calcium carbide kunzima ukubuyisela kwixesha elifutshane.Nangona kunjalo, ngokuqwalasela ukwamkelwa okuphantsi, ukulungiswa kwexabiso le-calcium carbide kunengqiqo, kwaye ixabiso lePVC liphezulu.Inzuzo yexabiso lentengiso yanyamalala, kwaye izibonelelo zabarhwebi zaziqinile, ezinye zazo zaphakanyiswa malunga ne-30 yuan/toni.Imarike esezantsi ayinamdla kakhulu wokuleqa ukunyuka, kunye nokunqongophala kwemibuzo esebenzayo, kunye nokuzalisa iimpahla ngamaxabiso e-bargain.Umthamo wangempela wokurhweba uphuculwe xa kuthelekiswa nexesha elidlulileyo.Izibalo zamva nje zibonisa ukuba umthamo we-PVC wokuthumela ngaphandle ngoMeyi uyancipha ukuya kwiitoni ze-216,200, kodwa ifestile ye-arbitrage yokuthumela ngaphandle ngoJuni yavalwa ixesha elininzi, kwaye umthamo wokuthumela i-PVC kulindeleke ukuba unciphise kwizinga eliphezulu.Inani labantu abafikayo kwimarike lincinci, kwaye i-inventory yentlalo yoluntu ye-PVC eMpuma ye-China kunye ne-South China iye yawela kwiitoni ze-145,000.Kunzima ukuqokelela ngokukhawuleza kwixesha elifutshane, kwaye uluhlu oluphantsi lunika inkxaso eqinile.Ngokunyuka kobonelelo kunye nemfuno ebuthathaka, iziseko zePVC kulindeleke ukuba zibe buthathaka.Okwangoku, ukuchasana kwemarike akukacaci.Phantsi kwemeko yeprimiyamu yendawo ephezulu, uhlengahlengiso oluphambili lwekhontrakthi lunobuvila kancinci, lubonisa umkhwa wokuguquguquka okuphezulu.Oku ngasentla kugxininise okwexeshana ekuchaseni kufutshane ne-8800, kwaye kuyacetyiswa ukuba kugcinwe ukucinga kwe-bearish ekusebenzeni.
1. Amaxabiso exesha elizayo ayatshintshatshintsha
Ikamva le-PVC libethe i-9435 phakathi kuMeyi, libeka inqanaba eliphezulu elitsha lonyaka kwaye liphinde labetha phezulu kule minyaka ilishumi idlulileyo.Njengoko amaxabiso aqhubeka nokunyuka, uxinzelelo oluphezulu kwi-PVC luye lwanda, umfutho wokunyuka okuqhubekayo ubuthathaka, kwaye idiski ilungiswa ngokufanelekileyo.Iziko lomxhuzulane we-PVC likhululekile ngokubuthathaka, liwela ngaphantsi kwe-9000 uphawu, kwaye ngokusisiseko liguquguquka kuluhlu lwe-8500-9000, ukuvavanya ngokuphindaphindiweyo ukuxhaswa kwamanqaku angama-8500.Ekupheleni kukaJuni, ikhontrakthi ephambili yawa ngeentsuku ezintandathu zokurhweba ezilandelelanayo kwaye yaphuka ngempumelelo, yafikelela ubuncinane be-8295. Imarike yendawo ine-premium enzulu.Kwimeko yesiseko esiphezulu, emva kwexesha elifutshane lokudibanisa kwi-8300-8500 uluhlu, i-PVC yaphinda yakhupha, yaphula i-average ye-20 yeentsuku ezihambayo, kwaye yabuyiselwa kufuphi nophawu lwe-8700.
2. ibala lomelele
Ukuwa kwixesha elizayo kuchaphazela ingqondo yabathathi-nxaxheba beemarike.Amaxabiso emarike yendawo yePVC yasekhaya alandele ekhululekile, kodwa akukabikho mithombo yempahla enexabiso eliphantsi.Akukho mininzi imithombo ejikelezisiweyo yempahla kwimarike, exhasa ukusebenza kwinqanaba eliphezulu lamaxabiso eendawo zePVC.Uxinzelelo kwicala lonikezelo oluphezulu alunamandla okwangoku, iikowuteshini zeenkampani ezikummandla ongasentla-ntshona wemveliso azitshintshanga kakhulu, kwaye imfuno yemarike esezantsi isanda kuncipha, kodwa uluhlu lwentlalo lukwinqanaba eliphantsi, kwaye ukuchasana phakathi konikezelo kunye nemfuno ayinkulu.Isicatshulwa sohlobo lwe-5 yezixhobo ze-calcium carbide: I-East China i-transfer yemali eqhelekileyo i-extracted self-extracted 9000-9100 yuan / ton, i-South China ye-contract exchange exchange is self-extracted 9070-9150 yuan/ton, Hebei cash transfers to 8910-8980 yuan/ton , Shandong cash transfers to 8900-8980 yuan/ Ton.
Ixesha lokuposa: Jul-10-2021