[I-PVC: Ukulinda ixesha] Izinto ezisisiseko: Ukunyuka komlambo kuqala phezulu, kwaye isixhobo esitsha (iitoni ezingama-400,000) siya kufutshane nemveliso epheleleyo kwinyanga ezayo.Umthwalo weefektri ezisezantsi zonyuka, kodwa uxinzelelo lokugcinwa kweshishini lwalukhulu.Ukuphuculwa kwengeniso yePVC kunye nenzuzo ebanzi kuMntla China.Emva kokuba ixabiso libuyele, imfuno ephantsi komlambo ayizange ilandele.Le mibutho mibini iya kuqhubeka nokusungulwa kwangoko, kunye nokuthengiselana okukhulu okanye akukapheli.Ngokwesicwangciso-qhinga: 1) Unilaterally linda kwaye ubone, i-V2309 engenanto inokulinda i-macro weakening, kunye nexabiso le-alkalinity ukuzinza nokubuyisela.2) Arbitrage 5-9 Positive ibeka phantsi.
Imbono engundoqo: Ukungathathi hlangothi okusisiseko: ukunyuka komlambo ukuqala phezulu, isixhobo esitsha (iitoni ezingama-400,000) siya kufutshane nemveliso epheleleyo kwinyanga ezayo.Umthwalo weefektri ezisezantsi zonyuka, kodwa uxinzelelo lokugcinwa kweshishini lwalukhulu.Ukuphuculwa kwengeniso yePVC kunye nenzuzo ebanzi kuMntla China.Emva kokuba ixabiso libuyele, imfuno ephantsi komlambo ayizange ilandele.Le mibutho mibini iya kuqhubeka nokusungulwa kwangoko, kunye nokuthengiselana okukhulu okanye akukapheli.Ngokwesicwangciso-qhinga: 1) Unilaterally linda kwaye ubone, i-V2309 engenanto inokulinda i-macro weakening, kunye nexabiso le-alkalinity ukuzinza nokubuyisela.2) Arbitrage 5-9 Positive ibeka phantsi.
Impembelelo yealkaline kwi-PVC: Ixabiso lokukhetha okungathathi hlangothi liyehla.I-Shandong i-32% ye-liquid -alkali ixelwe kwi-890 yuan / ton, kwaye inzuzo yetoni yayiyi-656 ye-yuan.Amaxabiso e-alkalinity yaphesheya azinzile, kwaye iiodolo zokuthumela ngaphandle ziyathotywa.Electrolytic aluminium-amandla alinganiselweyo ayongezwa.Imfuno ye-alumina ye-aluminiyam ayibuyiselwa kwi-alkaline eyosiweyo.Nika ingqalelo kulondolozo lomlambo.
Ukuxhaswa kwezinto eziluhlaza: ukungathathi hlangothi kunye nokungenanto 1) I-Wuhai Electric Stone ibike i-3300 yuan / ton, iyancipha i-100 ukusuka kwiveki ephelileyo;2) ULanban kulindeleke ukuba anike ingxelo kwi-1200 yuan / ton, ukuncipha kwe-100.3 ukusuka kwiveki ephelileyo.) , I-VCM CFR Far East yavuka 36 US $ 764 / ton.
Ubonelelo: Ukwanda kolwakhiwo kancinci.Ireyithi yomthwalo wokusebenza kwePVC ibingama-80.09%, ukwanda kwepesenti eyi-1.06 yamanqaku ukusuka kwinyanga edlulileyo;apho i-PVC yokusebenza kwesantya somthwalo wendlela ye-PVC yayingu-79.27%, ukwanda kweepesenti ze-1.94 zeepesenti ukusuka kwinyanga edlulileyo;i-PVC isantya somthwalo wendlela ye-ethylene yayiyi-83.08%, ukuhla kweepesenti ze-2.14 ukusuka kwinyanga edlulileyo.Umthwalo wesitokhwe uyanyuka kwaye ilahleko yokugcinwa kwehle kancinci, kwaye akukho sicwangciso esitsha sokugcinwa.
Iimfuno: I-1 ephantsi engenanto) Ukuqala kweemveliso ezisezantsi kwenyuka ukuya malunga ne-4.5%.2) Ukuthunyelwa ngaphandle: Ukuthunyelwa kwamanye amazwe kuyamkeleka, ukuba kuhanjiswe malunga neetoni ze-197,000, qaphela imeko yokuthumela ngaphandle ngoMatshi.Iimveliso ziye zaba buthathaka phesheya kolwandle.3) Uluhlu lweqela leveki kunye nelayibrari yefektri yehle kancinane, kodwa indawo yokuguqula uluhlu lwempahla ayikafiki.
Inzuzo: indlela ye-electron engathathi hlangothi iphinde yaphindaphindeka.Ilitye loMbane eliDityanisiweyo i-TOM-317 yuan, iShandong yaNgaphandle yokuthenga i-Electro-Stone Tons Lite-744 yuan;Indlela ye-ethylene yaseMntla yaseTshayina inyuke yaya kutsho kwi-1,200 yuan/ton.I-alkali ibuthathaka, inzuzo ebanzi yaseNyakatho-ntshona yeChina iye yehla ukuya kwi-299 yuan, kwaye inzuzo ebanzi yaseNyakatho yeChina inyuke yaya kwi-167 yuan / ton;Umahluko wexabiso weetoni ezimbini unyuke waya kuma 2900 yuan.Ilahleko yeLanglong kunye nelitye kwikhonkco loshishino lwePVC, ilahleko yePVC iphelile iyancipha kakhulu, inzuzo yealkali iyancipha, inzuzo ebanzi yenzuzo ebanzi iyancitshiswa kuMntla China, kwaye umntla-ntshona unengeniso encinci.
I-Macro: Ukungathathi hlangothi kungaphezulu 1) Kwasekhaya: I-Yangzhou irhoxisa izithintelo zokuthenga kunye nokuthengiswa okuthintelweyo, iChangzhou iceba ukurhoxisa izithintelo zokuthengisa.Nika ingqalelo ekubeni ngaba ukukhululeka kwezithintelo kuyaqhubeka ukwanda.Imigaqo-nkqubo enjengokwandiswa kweminyaka yokubolekwa kwemali kunye ne “Lianxin Loan” namadoda nabasetyhini njengabantu ababuyiswayo ngokubambisana iye yasungulwa emva komnye.ISebe lezoShishino leKomishoni yoPhuhliso noHlengahlengiso libambe iisimpoziyam zohlumo oluzinzileyo lwemizi-mveliso kumaphondo angundoqo.Kulindeleke ukuba kubekho imigaqo-nkqubo emininzi phambi nasemva kweeseshoni ezimbini.Ukwandisa imfuno yasekhaya, ukuzithemba, kunye nokukhula okuzinzileyo kugxininiso lweminyaka engama-23 yomsebenzi wezoqoqosho.I-2) i-US-non-farm ingcono, i-CPI ilindeleke kakhulu, kwaye i-PMI nayo yenza ngamandla.
Amaphepha ePvc angaphandle ePlastiki
Inani elibi lee-odolo ezisezantsi ze-PVC ziyaqhubeka nokunciphisa izikhundla kwaye zihla zinyuka
Ngokwexesha elizayo: I-PVC (6471, 3.00, 0.05%) Ikhontrakthi ephambili ye-2305 iyaqhubeka nokunciphisa indawo yokuhlala, ixabiso eliphantsi liyi-6422 yuan / ton, ixabiso eliphezulu li-6500, kwaye ixabiso lokugqibela lokuvala yi-6447 yuan / ton.Isikhundla isikhundla ekugqibeleni kuncitshiswe 8731 ukuba 733136. Ngokwemiqathango yesivumelwano engundoqo 2305, phezulu 20 izikhundla eziphambili multi-entloko zanda ngo 10881, lo gama yokuqala 20 izithuba ezingundoqo short ezingundoqo zanda 17282 izandla.Indawo yokubamba inetha yayisekwimeko ecocekileyo.
Ngokwemigaqo yesiseko: icala lokubonelela, izinga lokusebenza le-PVC laphakama ipesenti ze-1.40 ukuya kwi-77.54% ngenyanga-ngenyanga, apho izinga lokusebenza kwendlela yamatye yombane yavuka ipesenti ze-2.98 ukuya kwi-77.07%.Ukunyuka kancinci, kwinqanaba eliphantsi lexesha elifanayo kwiminyaka.Ngokumalunga nomthamo omtsha wemveliso, i-Shandong Xinfa, eyi-200,000 yeetoni / ngonyaka, yafakwa ngokusemthethweni kwimveliso ngoJanuwari, kwaye i-100,000 yeetoni / ngonyaka i-Texas Lishi yafakwa ngokusemthethweni kwimveliso ngoFebruwari.I-Qinzhou iceba ukufakwa ngokusemthethweni kwimveliso ekupheleni kukaFebruwari.I-Taiwan Formoscus PVC iphakame i-$ 40 / itoni ngo-Matshi, kwaye ifestile yenzuzo yokuthumela ngaphandle yavula kancinci.
Imfuno, ukususela ngoJanuwari ukuya kuDisemba, ukuhla okunyukayo kwi-investment development development kwandiswe ukuya kwi--10.0% ngonyaka, kwaye indawo eqokelelweyo yokuthengiswa kwe-real estate iye yanda ukuya kwi-24.3% ngonyaka.Ukucuthwa, ukugqitywa kwenyanga kwakuyi-6.57% ngonyaka, xa kuthelekiswa nenyanga edlulileyo, imeko yezemali yeshishini lezindlu iphuculwe, kwaye umgaqo-nkqubo wokugcinwa kwentengiselwano yepropati udlale indima.Ngorhatya lwe-20 kaFebruwari, i-CSRC ikhuphe ingxelo isithi ukuze kuqhubeke ukudlala iingenelo zokwabiwa kwee-asethi ezahlukeneyo kunye nokusebenza kotyalo-mali lobuchwephesha kwiingxowa-mali zezabelo zabucala, kwaye kuhlangatyezwane neemfuno zenkxaso-mali efanelekileyo yemimandla yezindlu nezindlu, kutsha nje, i-CSRC isungule. umsebenzi wokulinga we-real estate private equity investment investment funds, kunye namashishini ezindlu aye anda ngakumbi.Imithombo yenkxaso-mali ukuze kuxhamle ishishini lezindlu.
Ukususela kwiveki ye-19 kaFebruwari, iholide yoMnyhadala weNtwasahlobo yabuya, kwaye ukuthengiselana kwezindlu zokuhlala kwaqhubeka nokubuyisela kwinqanaba eliphantsi.Ummandla wezindlu zorhwebo kwizixeko ezingama-30 ezinkulu neziphakathi unyuke nge-10.63% ngenyanga ngenyanga.Njengakwiminyaka edlulileyo, yayikwixesha elisezantsi loMnyhadala weNtwasahlobo kwaye yayisekwindawo ephantsi.Umyinge othe ngqo wePVC wokusebenza osezantsi nawo uyachacha ngokuthe ngcembe, ongaphezulu kancinci kunonyaka ophelileyo.
Kwi-inventri, abavelisi abasezantsi baqala ukuqala, kwaye i-inventory yentlalontle yawa kancinci.Ukususela kwiveki ye-17 kaFebruwari, i-inventory ye-PVC yentlalontle yehla nge-0.33% ngenyanga-ngenyanga ukuya kwiitoni ze-515,700, ukwanda kwe-50.22% ngonyaka.
Iifektri zommandla osemntla-ntshona zaqhubeka ziwohloka, kodwa zazisekwimeko ephezulu kakhulu.Ukusukela nge-17 kaFebruwari, ummandla womntla-ntshona weendawo zokugcina iimpahla zommandla womntla-ntshona wehle nge-8.31% ukuya kwi-268,000 yeetoni.
Ngokwesiseko: NgoFebruwari 22, ixabiso eliqhelekileyo lePVC yeNdlela yeCorporal eMpuma yeChina yawela kwi-6350 yuan / ton.Umahluko wesiseko ukwindawo ephantsi.
Ngokubanzi, icala lokubonelela, izinga lokusebenza le-PVC liphakame ipesenti ze-1.40 ukuya kwi-77.54% inyanga-ngenyanga, kwinqanaba eliphantsi lexesha elifanayo lonyaka.Ifestile yenzuzo yokuthumela ngaphandle ivuliwe kancane, kunye nemiyalelo yokuthumela ngaphandle ngexesha loMthendeleko weNtwasahlobo emva kweholide, kodwa akukho miyalelo emitsha emininzi.Ukwakhiwa kwabavelisi abasezantsi kusephantsi, kwaye i-inventory yentlalontle iye yawa kancinane.Ukususela kwiveki ye-17 kaFebruwari, i-inventory ye-PVC yentlalontle yehla nge-0.33% ngenyanga-ngenyanga ukuya kwiitoni ze-515,700, ukwanda kwe-50.22% ngonyaka.
Iifektri zommandla osemntla-ntshona zaqhubeka ziwohloka, kodwa zazisekwimeko ephezulu kakhulu.Ukusukela nge-17 kaFebruwari, ummandla womntla-ntshona weendawo zokugcina iimpahla zommandla womntla-ntshona wehle nge-8.31% ukuya kwi-268,000 yeetoni.Uxinzelelo lwe-inventri lwehla.
Imeko yenkxaso-mali yeshishini lezindlu ilungile.IBhanki yaBantu yaseTshayina kunye neKomishoni yoLawulo lweBhanki yaseChina yakhupha isaziso kwaye yagqiba ekubeni iseke indlela yohlengahlengiso oluguquguqukayo iseti yokuqala yomgaqo-nkqubo wemali-mboleko yezindlu ukuvuselela intengiso, ukuphumeza isicwangciso soluhlu lwe-asethi-liability isicwangciso sokuphucula amashishini ezindlu ezikumgangatho ophezulu. , imigaqo-nkqubo rhoqo yezindlu, kunye nolawulo nolawulo lwendyikityha yasekhaya ngokuthe ngcembe.vula.Idatha yakutshanje kaDisemba ye-real estate ibonisa ukuba phantsi komgaqo-nkqubo wokuhlawula ubudlelwane bezozakuzo, kuye kwaphuculwa kakhulu ukusuka kwinyanga edlulileyo, kodwa isakhula unyaka-ngonyaka.
Umyinge othe ngqo wePVC osezantsi wokusebenza nawo uyachacha ngokuthe ngcembe, kodwa umthamo woodolo awulungile.Umahluko wesiseko uphantsi, kodwa ngaphambi kokuba i-PVC inqabile ngokuqhubekayo, umthamo wentengiselwano yendawo wawuncitshiswa ngokuqhubekayo kwiveki ephelileyo.Amaphepha ePvc angaphandle ePlastiki
Ukufumana iinkcukacha ezithe vetshe, nceda ujonge ikhonkco elilandelayo.
Inani elibi lee-odolo ezisezantsi ze-PVC ziyaqhubeka nokunciphisa izikhundla kwaye zihla zinyuka
Ngokwexesha elizayo: I-PVC (6471, 3.00, 0.05%) Ikhontrakthi ephambili ye-2305 iyaqhubeka nokunciphisa indawo yokuhlala, ixabiso eliphantsi liyi-6422 yuan / ton, ixabiso eliphezulu li-6500, kwaye ixabiso lokugqibela lokuvala yi-6447 yuan / ton.Isikhundla isikhundla ekugqibeleni kuncitshiswe 8731 ukuba 733136. Ngokwemiqathango yesivumelwano engundoqo 2305, phezulu 20 izikhundla eziphambili multi-entloko zanda ngo 10881, lo gama yokuqala 20 izithuba ezingundoqo short ezingundoqo zanda 17282 izandla.Indawo yokubamba inetha yayisekwimeko ecocekileyo.
Ngokwemigaqo yesiseko: icala lokubonelela, izinga lokusebenza le-PVC laphakama ipesenti ze-1.40 ukuya kwi-77.54% ngenyanga-ngenyanga, apho izinga lokusebenza kwendlela yamatye yombane yavuka ipesenti ze-2.98 ukuya kwi-77.07%.Ukunyuka kancinci, kwinqanaba eliphantsi lexesha elifanayo kwiminyaka.Ngokumalunga nomthamo omtsha wemveliso, i-Shandong Xinfa, eyi-200,000 yeetoni / ngonyaka, yafakwa ngokusemthethweni kwimveliso ngoJanuwari, kwaye i-100,000 yeetoni / ngonyaka i-Texas Lishi yafakwa ngokusemthethweni kwimveliso ngoFebruwari.I-Qinzhou iceba ukufakwa ngokusemthethweni kwimveliso ekupheleni kukaFebruwari.I-Taiwan Formoscus PVC iphakame i-$ 40 / itoni ngo-Matshi, kwaye ifestile yenzuzo yokuthumela ngaphandle yavula kancinci.
Imfuno, ukususela ngoJanuwari ukuya kuDisemba, ukuhla okunyukayo kwi-investment development development kwandiswe ukuya kwi--10.0% ngonyaka, kwaye indawo eqokelelweyo yokuthengiswa kwe-real estate iye yanda ukuya kwi-24.3% ngonyaka.Ukucuthwa, ukugqitywa kwenyanga kwakuyi-6.57% ngonyaka, xa kuthelekiswa nenyanga edlulileyo, imeko yezemali yeshishini lezindlu iphuculwe, kwaye umgaqo-nkqubo wokugcinwa kwentengiselwano yepropati udlale indima.Ngorhatya lwe-20 kaFebruwari, i-CSRC ikhuphe ingxelo isithi ukuze kuqhubeke ukudlala iingenelo zokwabiwa kwee-asethi ezahlukeneyo kunye nokusebenza kotyalo-mali lobuchwephesha kwiingxowa-mali zezabelo zabucala, kwaye kuhlangatyezwane neemfuno zenkxaso-mali efanelekileyo yemimandla yezindlu nezindlu, kutsha nje, i-CSRC isungule. umsebenzi wokulinga we-real estate private equity investment investment funds, kunye namashishini ezindlu aye anda ngakumbi.Imithombo yenkxaso-mali ukuze kuxhamle ishishini lezindlu.
Ukususela kwiveki ye-19 kaFebruwari, iholide yoMnyhadala weNtwasahlobo yabuya, kwaye ukuthengiselana kwezindlu zokuhlala kwaqhubeka nokubuyisela kwinqanaba eliphantsi.Ummandla wezindlu zorhwebo kwizixeko ezingama-30 ezinkulu neziphakathi unyuke nge-10.63% ngenyanga ngenyanga.Njengakwiminyaka edlulileyo, yayikwixesha elisezantsi loMnyhadala weNtwasahlobo kwaye yayisekwindawo ephantsi.Umyinge othe ngqo wePVC wokusebenza osezantsi nawo uyachacha ngokuthe ngcembe, ongaphezulu kancinci kunonyaka ophelileyo.
Kwi-inventri, abavelisi abasezantsi baqala ukuqala, kwaye i-inventory yentlalontle yawa kancinci.Ukususela kwiveki ye-17 kaFebruwari, i-inventory ye-PVC yentlalontle yehla nge-0.33% ngenyanga-ngenyanga ukuya kwiitoni ze-515,700, ukwanda kwe-50.22% ngonyaka.
Iifektri zommandla osemntla-ntshona zaqhubeka ziwohloka, kodwa zazisekwimeko ephezulu kakhulu.Ukusukela nge-17 kaFebruwari, ummandla womntla-ntshona weendawo zokugcina iimpahla zommandla womntla-ntshona wehle nge-8.31% ukuya kwi-268,000 yeetoni.
Ngokwesiseko: NgoFebruwari 22, ixabiso eliqhelekileyo lePVC yeNdlela yeCorporal eMpuma yeChina yawela kwi-6350 yuan / ton.Umahluko wesiseko ukwindawo ephantsi.
Ngokubanzi, icala lokubonelela, izinga lokusebenza le-PVC liphakame ipesenti ze-1.40 ukuya kwi-77.54% inyanga-ngenyanga, kwinqanaba eliphantsi lexesha elifanayo lonyaka.Ifestile yenzuzo yokuthumela ngaphandle ivuliwe kancane, kunye nemiyalelo yokuthumela ngaphandle ngexesha loMthendeleko weNtwasahlobo emva kweholide, kodwa akukho miyalelo emitsha emininzi.Ukwakhiwa kwabavelisi abasezantsi kusephantsi, kwaye i-inventory yentlalontle iye yawa kancinane.Ukususela kwiveki ye-17 kaFebruwari, i-inventory ye-PVC yentlalontle yehla nge-0.33% ngenyanga-ngenyanga ukuya kwiitoni ze-515,700, ukwanda kwe-50.22% ngonyaka.
Iifektri zommandla osemntla-ntshona zaqhubeka ziwohloka, kodwa zazisekwimeko ephezulu kakhulu.Ukusukela nge-17 kaFebruwari, ummandla womntla-ntshona weendawo zokugcina iimpahla zommandla womntla-ntshona wehle nge-8.31% ukuya kwi-268,000 yeetoni.Uxinzelelo lwe-inventri lwehla.
Imeko yenkxaso-mali yeshishini lezindlu ilungile.IBhanki yaBantu yaseTshayina kunye neKomishoni yoLawulo lweBhanki yaseChina yakhupha isaziso kwaye yagqiba ekubeni iseke indlela yohlengahlengiso oluguquguqukayo iseti yokuqala yomgaqo-nkqubo wemali-mboleko yezindlu ukuvuselela intengiso, ukuphumeza isicwangciso soluhlu lwe-asethi-liability isicwangciso sokuphucula amashishini ezindlu ezikumgangatho ophezulu. , imigaqo-nkqubo rhoqo yezindlu, kunye nolawulo nolawulo lwendyikityha yasekhaya ngokuthe ngcembe.vula.Idatha yakutshanje kaDisemba ye-real estate ibonisa ukuba phantsi komgaqo-nkqubo wokuhlawula ubudlelwane bezozakuzo, kuye kwaphuculwa kakhulu ukusuka kwinyanga edlulileyo, kodwa isakhula unyaka-ngonyaka.
Umyinge othe ngqo wePVC osezantsi wokusebenza nawo uyachacha ngokuthe ngcembe, kodwa umthamo woodolo awulungile.Umahluko wesiseko uphantsi, kodwa ngaphambi kokuba i-PVC inqabile ngokuqhubekayo, umthamo wentengiselwano yendawo wawuncitshiswa ngokuqhubekayo kwiveki ephelileyo.Amaphepha ePvc angaphandle ePlastiki
Ukufumana iinkcukacha ezithe vetshe, nceda ujonge ikhonkco elilandelayo.
Ixesha lokuposa: Feb-24-2023