Umbono: Ngokuvamile, ukuphela kokuhlinzekwa kokwakhiwa kulindeleke ukuthi kukhule, futhi isidingo esingezansi noma kancane kancane singene kusizini engasebenzi, okuyisisekelo se-PVC siyaqhubeka nokuba buthaka.Umthelela wakamuva we-macro sentiment ezimpahleni usobala kakhulu, uDisemba yinkathi yokwethulwa kwenqubomgomo ejulile, i-PVC yesikhathi esifushane kusalindeleke ukuthi iqhubeke ebangeni lemidlalo eyisisekelo kanye ne-macro game, qaphela ukubheka lo mzuliswano we-PVC ngaphezu kobude obuphindwe kabili. .
Okokuqala, ukuhlaziywa kohlangothi lokunikezela
1. Isitoreji sokuqala se-PVC kulindeleke ukuthi sikhule
Ukugcinwa kwe-PVC kunciphe kancane kancane ngo-December, isiqalo esiphelele kulindeleke ukuthi sikhuphuke, kusukela ngomhla ka-8 Disemba, umthwalo wokuqala wasekhaya we-PVC 70.64% (-0.49%), lapho izinga lokusebenza le-calcium carbide elingu-68.15% (-0.94%). , indlela ye-ethylene yokusebenza izinga le-79.51% (+1.08%).Kusukela ekuphumeni okuphelele kwalo nyaka, ukukhiqizwa kwe-PVC ngoNovemba cishe amathani ayizigidi ezingu-1.6424, u-December kulindeleke ukuthi akhiqize amathani ayizigidi ezingu-1.76, umphumela wonyaka ngamathani ayizigidi ezingu-21.95, ngonyaka odlule ngesikhathi esifanayo amathani ayizigidi ezingu-22.16, ancishiswe kancane ngonyaka- on-year, ikakhulukazi engxenyeni yesibili yalo nyaka ngaphansi PVC waqhubeka buthaka esebenzayo yokunciphisa ukukhiqizwa umkhuba more, ukuqala ukwehla uma kuqhathaniswa nonyaka odlule.Sekuzongena enkathini evamile yesiqongo, uhlangothi lokuhlinzeka kulindeleke ukuthi lukhule, kuyilapho isidingo sizoba buthakathaka, futhi ingcindezi yokuhlinzeka nokufunwa isala.Ngaphezu kwalokho, ngokombono wekhono elisha lokukhiqiza, amathani angu-400,000 e-Julong Chemical, amathani angu-400,000 e-Shandong Xinfa kanye namathani angu-400,000 e-Guangxi Huayi azohlolwa ngoNovemba-December, kanti ukukhululwa okulindelekile kuzoba ngoJanuwari-Februwari ngonyaka ozayo.
2. I-inventory ye-warehouse iphezulu unyaka nonyaka, futhi ingcindezi ohlangothini lokuhlinzeka ayinciphisi.
Ngokombono we-inventory, ngaphansi kwethonya lobhubhane e-Shanghai engxenyeni yokuqala yonyaka, ukubuyiswa kwesidingo sekukonke kusukela ngoMeyi kuya kuJulayi akuzange kube njengoba bekulindelekile, futhi ukufika kwe-midstream arehouse kwanda, ngakho-ke ukusungulwa kwe-midstream akuzange kunciphise. njengokujwayelekile kodwa wahlala ezingeni eliphezulu.Ngo-Agasti, ngokwanda kwesondlo, uhlangothi lokunikezwayo lwehla, futhi ukwehla kokufika kwe-warehouse emaphakathi kwenza i-inventory yehliswe kancane, kodwa yangena enkathini yenkathi ephakeme yendabuko “yegolide eyisishiyagalolunye nesiliva eliyishumi”.Ekupheleni kuka-Okthoba, ngenxa yokugqashuka kwalolu bhubhane ezifundeni ezihlukahlukene, ukuvalwa nokulawulwa kwaba nzima, nokufika kwezimpahla ezikhuphuka nomfula kwehla, okuholele ekuqothulweni kwezindawo zokugcina izimpahla ezimaphakathi nomfula, kodwa kwakuseqophelweni eliphezulu ngesikhathi esifanayo. emlandweni.Kusukela ngomhla ka-9 Disemba, inani eliphelele lezimpahla zesampula eMpumalanga naseNingizimu China lalingamathani angama-245,300 (-2.23% uma kuqhathaniswa nesonto eledlule, Okufanayo no-+80.1%), okuhlanganisa amathani angama-202,500 e-East China (-2.22% ngenyanga -ngenyanga, +88.37% unyaka nonyaka) kanye namathani angu-42,800 wokusungula eNingizimu China (-2.28% inyanga nenyanga, + 49.13% unyaka nonyaka).Kudingeka siqaphele ukuthi ukuncishiswa kwe-inventory emaphakathi kungenxa yomthelela wokuthunyelwa komfula okhuphuka nomfula kuphela, futhi uhlu lulonke alukakadluliswanga phansi komfula.Lokho kusho ukuthi isidingo asibi ngcono.Ngokulandelayo, ngokuvulwa kancane kancane kwalolu bhubhane, izinto zokuthutha nezokuthutha kulindeleke ukuthi zibe ngcono, futhi nokufika kwezimpahla ezimaphakathi kuyenyuka.Sekukonke, kusazoba nephethini yokuqongelela ekupheleni konyaka, futhi i-inventory ephezulu eqhubekayo iwukubonakaliswa kwezinto eziyisisekelo ezibuthakathaka ze-PVC kulo nyaka.
Isikhathi sokuthumela: Dec-20-2022