PVC intsingiselo yamva nje yentengiso (2)

Imakethi ye-PVC isekwimeko eguquguqukayo phakathi kwenkxaso yeendleko kunye nemfuno, kwaye imfuno emva kweholide ayilunganga njengoko kulindelekile, ngelixa ixabiso le-alkaline eyosiweyo liwile, ixabiso lamalahle liphinda liphindwe, kwaye inkxaso yendleko iyonke isekhona. Pha.Imbonakalo yemarike isengajonga phambili kwimigaqo-nkqubo eyongezelelweyo.Intengiso yezindlu nezindlu yangoku iyaqhubeka iphucuka, kwaye inokuphucula ngokuthe ngcembe ubume bamashishini ezindlu.Kusathatha ixesha elithile ukuba idluliselwe kwi-terminal ye-PVC.Imeko yangoku yePVC kunzima ukuyitshintsha.Undoqo

1. Qalisa kwakhona imarike

NgoFebruwari, i-PVC (i-6334, -39.00, -0.61%) ibonise ukuwa kokuqala kwaye yavuka.Ngaphambi koMthendeleko we-Spring, i-PVC iyaqhubeka nokunyuka phantsi kwe-stimulus yomgaqo-nkqubo we-real estate kunye nemfuno enethemba.Emva komthendeleko, ukuveliswa kwakhona kunye nokuveliswa kwakhona kwe-downstream kuyacotha.Imeko yee-odolo ezisezantsi itenxile.Emva koko, ixabiso le-alkali liye lawa, i-seesaw effect yavela, kunye ne-PVC destocking, kunye noqikelelo lwemarike yeeseshini ezimbini bezingcono.I-PVC yavuka emva kwezantsi kwePVC.Ixabiso le-alkali lehla ukusuka kwi-1030 yuan / ton ukuya kwi-870 yuan / ton, ukuhla kwe-15.5%.

Okwesibini, ukuqaliswa kokwakhiwa kuphuculwe, kunye nokukhutshwa komthamo omtsha

NgoFebruwari 2023, imveliso yePVC yayiyi-1.781 yezigidi zeetoni, ukunyuka konyaka-ngonyaka nge-1.3%, ukwanda kwe-1.9% ngonyaka, kunye nokunyuka kwe-Nissan ring ye-2.3% ngenyanga.I-Guangxi Huayi ye-400,000 yeetoni zendlela ye-ethylene yayininzi-yaveliswa ekupheleni kukaFebruwari.NgoFebruwari, ngenxa yokuncipha kwexabiso lamatye ombane kunye nokunyuka kwexabiso lePVC kwisiqingatha sesibini senyanga, inzuzo yePVC yendlela yokukhupha yalungiswa.Ngokuthe ngcembe ndachola.NgoFebruwari, i-PVC i-avareji ye-79.32% ngenyanga, ukunyuka kweepesenti ze-1.5 ukusuka ngoJanuwari.Ngokubhekiselele kwimveliso kunye nemveliso, iitoni ezingama-400,000 zesixhobo se-ethylene kwi-Julong Chemical ayikaveliswa ngobuninzi.I-Shandong Xinfa i-400,000 yeetoni zesixhobo ivule iitoni ezingama-200,000, kwaye esinye isixhobo se-200,000-toni asikavulwa.Vavanya imoto.

Okwesithathu, umda we-real estate ungcono, kwaye ulindelo lusekho

Ngo-2022, ukusetyenziswa kwePVC kwakuyi-20.24 yezigidi zeetoni, unyaka-ngonyaka wehla nge-2.7%.Ngexesha loMthendeleko we-Spring, idatha ye-high-frequency ye-real estate yenziwe kakubi, kodwa emva koMthendeleko we-Spring, ukusuka kwidatha ephezulu-frequency yendawo yokuthengisa yezindlu zorhwebo kwi-30 izixeko ezinkulu kunye neziphakathi kunye nommandla wokuthengiselana wesibini - izindlu zezandla, ukuthandwa kwentengiso yezindlu ezintsha kunye nezindlu ezisetyenzisiweyo ziqhubekile zifudumala.Ngokutsho kwedatha yeZiko loPhando lweShell, ngoFebruwari 2023, ibhanti yendlu yesibini yajonga isalathisi se-30.9, ukwanda kwe-17.2 inyanga ngenyanga, i-index yetyala elitsha lendlu yayiyi-24.6, ukwanda kwe-11.0 ukusuka kwinyanga edlulileyo, kwaye indawo yokuhlala yalungiswa ngumda.NgoFebruwari, i-PMI yoshishino lokuvelisa i-52.6, kunye namanqaku aphezulu angama-2.5 ukusuka kwinyanga edlulileyo.I-PMI engeyiyo yokuvelisa yayiyi-56.3, kwaye i-uplink yamanqaku e-1.9 yagqithiswa, yonke into edlula ukulindela kweemarike.NgoFebruwari, i-PMI yoshishino lokwakha yayiyi-60.2, eyayiphezulu kunexabiso langaphambili le-56.4.Idatha efudumeleyo ye-PMI yomeleze ulindelo lwemarike lokubuyisela uqoqosho.

4. Imfuno yangaphandle ibuthathaka, kodwa inzima

NgoDisemba 2022, ukuthunyelwa kwe-PVC powder kwaba yi-126,000 yeetoni, ukwanda kwe-48.8% ngenyanga-ngenyanga kunye nokuncipha kwe-34.6% ngonyaka.Ngo-2022, ukuthunyelwa ngaphandle kwe-PVC powder kwakuyi-1.966 yezigidi zeetoni, ukwanda kwe-12.1% ngonyaka-ngonyaka.NgoDisemba, ukuthunyelwa ngaphandle kwePVC phantsi kweetoni ze-371,000, ukunyuka kwe-8.2% ngenyanga-ngenyanga kunye nokuncipha kwe-31.7% ngonyaka.Ngo-2022, ukuthunyelwa ngaphandle kwePVC phantsi kweetoni ze-50.71 yezigidi zeetoni, unyaka-ngonyaka wehla nge-11.5%, apho i-2.52 yezigidi zeetoni zathunyelwa e-United States, ezibalelwa kwi-50%.I-PVC ithumela ngaphandle kwakhona umthamo ngoDisemba.Imakethi kulindeleke ukuba iphunyezwe ngoFebruwari ngoFebruwari, ngoko ke ukungenisa kwePVC yaseIndiya kuphunyezwe ngoFebruwari, ngoko ke ukungenisa kwePVC yaseIndiya kunyuswe ngokonyuka kwexesha elifutshane kwilizwe lam.

Ukususela ngoMeyi ka-2022, ngokukhuthazwa kwamazinga enzala kwimarike yangaphandle, ukuphuma kwe-PVC ye powder kuye kwancipha ukusuka kwinyanga edlulileyo ukususela ngoMeyi, kwaye ukuthunyelwa kwamanye amazwe kuye kwaba buthathaka ukusuka kwinyanga edlulileyo ukususela ngoJulayi.Ngo-2023, ukuthunyelwa ngaphandle kwe-PVC umgubo kunye nokuthunyelwa ngaphandle komgangatho kulindeleke ukuba kwehle.Okokuqala, phantsi kwemvelaphi yokunyuka kwezinga lenzala, ukuhla kwemfuno yaphesheya kuqinisekile.Okwesibini, uMntla Melika yeyona ndawo inkulu yePVC emhlabeni.Ukususela ngo-2021 ukuya kumhla wokuqala kweyeKhala kulo nyaka, ichatshazelwa yingqele kunye nokuxinana kwezibuko.Ukuthunyelwa kwempahla kumazwe angaphandle kwehle kakhulu, kodwa ezi ngxaki ziye zathotywa.Ukongeza, uluhlu lwempahla luphezulu.Inyuke kakhulu, kwaye umthamo olindelekileyo wokuthunyelwa kwe-US ngo-2023 uya kuxinana kwisabelo selizwe lam sePVC sokuthumela ngaphandle.

Ukususela kwixesha eliphakathi kunye nexesha elide, imfuno yangaphandle iyancipha, kodwa kwinzuzo yokuthumela ngaphandle kunye nomyalelo omtsha wokusayina, kukho ixesha lokuba nomthamo, kwaye ukuthunyelwa kwamanye amazwe kunobunzima obuthile.

Isihlanu, imbonakalo yemarike

Kwicala lokubonelela, ezinye izixhobo ezitsha zisalindeleke ukuba zifakwe kwimveliso ngoMatshi.Ngokulungiswa kwesitokisi, isitokhwe sikhuphukele kwinqanaba eliphezulu, kwaye iziphumo ezilindelekileyo ngo-Matshi ziphezulu.Ukususela kumbono wedatha ye-real estate high-frequency data, ukuthengiswa kwezindlu ezintsha kunye nezindlu zesibini zihlala zifudumala, kwaye ukulungiswa komda we-real estate kuyaqhubeka.NgoFebruwari, idatha ye-PMI ye-macro yayishushu, eyaqinisa ulindelo lwemarike yokubuyisela uqoqosho, kwaye imfuno iyonke yayingcono.Okwangoku, uluhlu oluphezulu kunye noluhlu lwentlalo lwe-PVC ngaxeshanye ngexesha elifanayo, kwaye uxinzelelo lwe-inventory luselukhulu kakhulu.Imfuno yemfuno yePVC ineemfuno eziphezulu.Ukuba imfuno iqinisekisiwe, i-PVC inendawo yokunyuka kwexabiso.Ukuba ubunyani bemfuno ayilunganga okwangoku, umgaqo-nkqubo wemfuno kulindeleke ukuba uxhase, kwaye ukuthambekela ngokubanzi kuya kuhambelana ngakumbi.Amaphepha ePvc angaphandle ePlastiki