Inkcazo: Ngokubanzi, isiphelo sonikezelo lolwakhiwo kulindeleke ukuba sinyuke, kunye nemfuno esezantsi okanye ngokuthe chu ukuya kwixesha lonyaka, iziseko zePVC ziyaqhubeka nokuba buthathaka.Impembelelo yamva nje ye-macro sentiment kwimpahla ibonakala ngakumbi, uDisemba lixesha lokungeniswa komgaqo-nkqubo onzima, i-PVC yexesha elifutshane isalindeleke ukuba iqhubeke kwizinto ezisisiseko kunye noluhlu lwemidlalo ye-macro, ilumkele ukujonga kulo mjikelo wePVC ngaphezu kokuphakama kwe-rebound. .
Okokuqala, uhlalutyo lwecala lokubonelela
1. Ukugcinwa kokuqaliswa kwePVC kulindeleke ukuba kwandise
Ukugcinwa kwe-PVC kuncitshiswe ngokuthe ngcembe ngoDisemba, isiqalo esipheleleyo kulindeleke ukuba sinyuke, ukususela kwi-8 yeveki kaDisemba, umthwalo wokuqala wasekhaya wePVC 70.64% (-0.49%), apho i-calcium carbide indlela yokusebenza ye-68.15% (-0.94%) , indlela ye-ethylene yokusebenza kwezinga le-79.51% (+ 1.08%).Ukusuka kwimveliso yonke yalo nyaka, imveliso yePVC ngoNovemba malunga ne-1.6424 yezigidi zeetoni, uDisemba kulindeleke ukuba ivelise iitoni ze-1.76 yezigidi, imveliso yonyaka kwi-21.95 yezigidi zeetoni, kunyaka ophelileyo ngexesha elifanayo 22.16 yezigidi zeetoni, iyancipha kancinci ngonyaka- on-unyaka, ikakhulu kwisiqingatha sesibini salo nyaka phantsi PVC waqhubeka buthathaka esebenzayo yokunciphisa imveliso isenzeko ngakumbi, isiqalo ukuhla xa kuthelekiswa kunyaka ophelileyo.Sekuza kungena kwixesha eliphakamileyo lesiqhelo, icala lokubonelela lilindeleke ukuba linyuke, ngelixa imfuno iya kuba buthathaka, kwaye uxinzelelo lokubonelela kunye nemfuno ihleli.Ukongezelela, ngokombono wekhono elitsha lokuvelisa, iitoni ezingama-400,000 zeJulong Chemical, iitoni ezingama-400,000 zeShandong Xinfa kunye neetoni ezingama-400,000 zeGuangxi Huayi ziya kuvavanywa ngoNovemba-Disemba, kwaye ukukhululwa okulindelekileyo kuya kuba ngoJanuwari-Februwari kunyaka ozayo.
2. Uluhlu lwempahla luphezulu unyaka nonyaka, kwaye uxinzelelo kwicala lokubonelela aluncitshiswa.
Ngokombono we-inventory, phantsi kweempembelelo zendyikityha e-Shanghai kwisiqingatha sokuqala sonyaka, ukubuyiswa kwemfuno ngokubanzi ukususela ngoMeyi ukuya kuJulayi kwakungeyona nto ilindelekileyo, kwaye ukufika kwendawo yokugcina i-midstream kwanda, ngoko ke i-inventory ephakathi ayizange inciphise. njengesiqhelo kodwa wahlala kwinqanaba eliphezulu.Ngo-Agasti, ngokunyuka kwesondlo, icala lokubonelela liye lancipha, kwaye ukuhla kokufika kwendawo yokugcina impahla kwenza ukuba uluhlu lwempahla luncitshiswe kancinane, kodwa lwangena kwixesha eliphakamileyo lemveli "yegolide elithoba kunye nesilivere elishumi".Ekupheleni kuka-Okthobha, ngenxa yokuqhambuka kobhubhane kwimimandla eyahlukeneyo, ukutywinwa kunye nolawulo lwaba ngqongqo, kwaye ukufika kwempahla enyukayo kwancipha, nto leyo eyakhokelela ekuphelisweni kweendawo zokugcina iimpahla eziphakathi, kodwa yayisekwelona nqanaba liphezulu kwangelo xesha linye. kwimbali.Ukususela kwi-9 kaDisemba, i-inventory yempahla yokugcina isampuli eMpuma naseMzantsi China yayiyi-245,300 yeetoni (-2.23% xa kuthelekiswa neveki edlulileyo, Ngokufanayo ne-80.1%), kuquka i-202,500 yeetoni ze-inventory e-East China (-2.22% ngenyanga -ngenyanga, + 88.37% ngonyaka-ngonyaka) kunye neetoni ze-42,800 ze-inventri eMzantsi China (-2.28% inyanga-ngenyanga, + 49.13% ngonyaka).Kufuneka siqaphele ukuba ukuncitshiswa kwe-inventory ye-midstream kuphela ngenxa yempembelelo yokuthunyelwa kwempahla ephezulu, kwaye uluhlu olupheleleyo aluzange ludluliselwe kwi-downstream.Oko kuthetha ukuba imfuno ayiphucukanga.Emva koko, ngokuvalwa kancinci kancinci kobhubhane, ulungiselelo kunye nothutho kulindeleke ukuba ziphucuke, kwaye nokufika kwempahla ephakathi kuyanda.Ngokubanzi, kuya kusekho iphethini yokuqokelela ekupheleni konyaka, kwaye i-inventory eqhubekayo ephezulu yimbonakaliso yezinto ezibuthathaka ezisisiseko zePVC kulo nyaka.
Ixesha lokuposa: Dec-20-2022