Isitayela semakethe sakamuva se-PVC (2)

Imakethe ye-PVC isenkingeni phakathi kokusekelwa kwezindleko kanye nesidingo, futhi isidingo ngemva kweholide asisihle njengoba bekulindelekile, kuyilapho intengo ye-alkaline egazingiwe iwile, intengo yamalahle iyaphindwa, futhi ukusekelwa kwezindleko kukonke kusalokhu. Lapho.Ukubuka kwemakethe kusengalindela izinqubomgomo ezengeziwe.Ukuthengiswa kwezindlu ezithengiswayo njengamanje kuyaqhubeka nokuba ngcono, futhi kungase kuthuthukise kancane kancane isimo samabhizinisi ezindlu.Kusathatha isikhathi esithile ukudluliselwa kutheminali ye-PVC.Isimo samanje se-PVC sinzima ukusishintsha.Ingqikithi

1. Imakethe iqala kabusha

NgoFebhuwari, i-PVC (6334, -39.00, -0.61%) ibonise ukuwa kokuqala bese kuvuka.Ngaphambi koMkhosi Wasentwasahlobo, i-PVC iyaqhubeka nokukhuphuka ngaphansi kwesikhuthazo senqubomgomo yezindawo ezithengiswayo kanye nesidingo esinethemba.Ngemuva kwefestivali, ukukhiqizwa kabusha nokukhiqizwa kabusha kuhamba kancane.Isimo sama-oda angezansi siyachezuka.Kamuva, intengo ye-alkali yehla, umphumela we-seesaw wavela, kanye nokukhishwa kwe-PVC, futhi izibikezelo zemakethe zamaseshini amabili zazingcono.I-PVC yaphakama ngemva kwephansi le-PVC.Intengo ye-alkali yehle isuka ku-1030 yuan/ton yaya ku-870 yuan/ton, yehle ngo-15.5%.

Okwesibili, ukuqala kokwakhiwa kuyathuthukiswa, kanye nokukhishwa kwamandla amasha

NgoFebhuwari 2023, iPVC yaphuma amathani ayizigidi ezingu-1.781, unyaka nonyaka ikhuphuke ngo-1.3%, inyuke ngo-1.9% ngonyaka, kanye nendandatho ye-Nissan ekhuphuke ngo-2.3% ngenyanga.Indlela ye-ethylene ka-Guangxi Huayi engu-400,000 yakhiqizwa ngobuningi ekupheleni kukaFebhuwari.NgoFebhuwari, ngenxa yokwehla kwentengo yamatshe kagesi kanye nokukhuphuka kwentengo ye-PVC engxenyeni yesibili yenyanga, inzuzo ye-PVC yendlela yokukhipha imali yalungiswa.Kancane kancane acoshe.NgoFebhuwari, i-PVC yenza isilinganiso esingu-79.32%nyanga zonke, okuwukukhuphuka ngamaphesenti angu-1.5 kusukela ngoJanuwari.Mayelana nokukhiqizwa nokukhiqiza, amathani angu-400,000 wedivayisi ye-ethylene e-Julong Chemical ayikakhiqizwa ngobuningi.I-Shandong Xinfa amathani angu-400,000 wedivayisi uvule amathani angu-200,000, futhi enye idivayisi engu-200,000 -ton ayikakavulwa.Avivinye imoto.

Okwesithathu, umkhawulo wezindlu ezithengiswayo ungcono, futhi okulindelwe kusekhona

Ngo-2022, ukusetshenziswa kwe-PVC kwaba amathani ayizigidi ezingama-20.24, ukwehla konyaka ngonyaka ngo-2.7%.Phakathi noMkhosi Wasentwasahlobo, idatha ye-high-frequency yezindawo ezithengiswayo ayizange isebenze kahle, kodwa ngemva koMkhosi Wasentwasahlobo, kusukela kudatha ye-high-frequency yendawo yokuthengisa yezindlu zentengiso emadolobheni angama-30 amakhulu naphakathi nendawo kanye nendawo yokuthengiselana yesibili - izindlu zezandla, ukuthandwa kokuthengiswa kwezindlu ezintsha kanye nezindlu zamasekeni kwaqhubeka nokufudumala.Ngokusho kwedatha yeShell Research Institute, ngoFebhuwari 2023, ibhande lezindlu ezisetshenzisiwe labheka inkomba engu-30.9, okuwukunyuka kwezinyanga eziyi-17.2 ngenyanga, inkomba yamacala ezindlu entsha yayingama-24.6, nokunyuka ngo-11.0 ngenyanga edlule, futhi indawo ethengiswayo yalungiswa yi-marginal.NgoFebhuwari, i-PMI yemboni yokukhiqiza yayingama-52.6, futhi ikhuphuke ngamaphuzu angama-2.5 ukusuka enyangeni edlule.I-PMI engeyona yokukhiqiza yayingu-56.3, futhi ukukhuphuka kwamaphuzu angu-1.9 kweqiwe, konke okudlule okulindelwe yimakethe.NgoFebhuwari, imboni yezokwakha i-PMI yayingama-60.2, eyayiphakeme kunenani langaphambili lika-56.4.Idatha efudumele ye-PMI enkulu iqinise okulindelwe yimakethe ekuvuseleleni umnotho.

4. Isidingo sangaphandle sibuthakathaka, kodwa sinzima

NgoZibandlela wezi-2022, ukuthunyelwa kwempushana ye-PVC kwamanye amazwe kwakungamathani ayi-126,000, okukhuphuke ngo-48.8% ngenyanga ngenyanga kanye nokwehla ngo-34.6% ngonyaka.Ngo-2022, ukuthunyelwa kwempushana ye-PVC kwamanye amazwe kwakungamathani ayizigidi ezingu-1.966, okuwukunyuka ngo-12.1% unyaka nonyaka.NgoZibandlela, ukuthunyelwa kwezimpahla ezithunyelwa ngaphandle kwe-PVC phansi kwaba amathani angu-371,000, okukhuphuke ngo-8.2% inyanga nenyanga kanye nokwehla ngo-31.7% ngonyaka.Ngo-2022, ukuthunyelwa kwamanye amazwe kwe-PVC floor kwaba amathani ayizigidi ezingu-50.71, ukwehla konyaka ngonyaka ngo-11.5%, lapho amathani ayizigidi ezingu-2.52 athunyelwa e-United States, enza ama-50%.I-PVC ithumela ivolumu kabusha ngoDisemba.Imakethe kulindeleke ukuthi isetshenziswe ngoFebhuwari ngoFebhuwari, ngakho-ke ukungenisa kwe-PVC yase-India sekuqaliswe ukusebenza ngoFebhuwari, ngakho ukungenisa kwe-PVC yase-India kukhule ngokwenyuka kwesikhashana ezweni lami.

Kusukela ngoMeyi 2022, ngokukhuthazwa kwezilinganiso zenzalo ezivela emakethe yangaphandle, ukuphuma kwempushana ye-PVC kwehlile kusukela enyangeni edlule kusukela ngoMeyi, futhi ukuthunyelwa ngaphandle kuye kwaba buthaka kusukela enyangeni edlule kusukela ngoJulayi.Ngo-2023, ukuthunyelwa kwempushana kwe-PVC nokuthunyelwa ngaphandle kwaphansi kulindeleke ukuthi kwehle.Okokuqala nje, ngaphansi kwesizinda sokukhuphuka kwezinga lenzalo, ukwehla kwesidingo saphesheya kuqinisekile uma kuqhathaniswa.Okwesibili, iNyakatho Melika iyindawo enkulu kunazo zonke emhlabeni yokuthekelisa nge-PVC.Kusukela ngo-2021 kuya kuJulayi wokuqala kulo nyaka, kuthinteka amagagasi abandayo kanye nokuminyana kwechweba.Ukuthunyelwa kwempahla kwamanye amazwe kwehle kakhulu, kodwa lezi zinkinga ziye zadanjiswa.Ngaphezu kwalokho, i-inventory iphezulu.Inyuke kakhulu, futhi ivolumu yokuthekelisa elindelwe yase-US ngo-2023 izobe iminyene esabeloni sokuthekelisa se-PVC sezwe lami.

Kusukela esikhathini esiphakathi nesikhathi eside, isidingo sangaphandle sibuthakathaka, kodwa kusukela enzuzweni yokuthekelisa kanye ne-oda lokusayina elisha, kunesikhathi sokuba nevolumu, futhi ukuthunyelwa kwamanye amazwe kunokuqina okuthile.

Okwesihlanu, umbono wemakethe

Ohlangothini lokunikezela, amanye amadivaysi amasha kusalindeleke ukuthi afakwe ekukhiqizweni ngoMashi.Ngokulungiswa kwesitoko, isitoko sikhuphukele ezingeni eliphakeme kakhulu, futhi okulindelwe okukhiphayo ngoMashi kuphezulu.Ngokombono wedatha ye-real estate high-frequency, ukuthengiswa kwezindlu ezintsha kanye nezindlu ezisetshenzisiwe kuyaqhubeka kufudumala, futhi ukulungiswa kwe-marginal kwezindlu ezithengiswayo kuyaqhubeka.NgoFebhuwari, idatha ye-PMI enkulu yayifudumele, okwaqinisa okulindelwe yimakethe ekuvuseleleni umnotho, futhi isidingo sisonke sasingcono.Njengamanje, i-inventory ekhuphukayo kanye ne-inventory social ye-PVC ngesikhathi esifanayo, futhi ingcindezi yokusungula isenkulu kakhulu.Isidingo sesidingo sePVC sinezidingo eziphakeme.Uma isidingo siqinisekiswa, i-PVC inendawo yokwenyuka kwentengo.Uma iqiniso lesidingo lingelihle okwamanje, inqubomgomo yesidingo kulindeleke ukuthi isekele, futhi ukuthambekela okuphelele kuzofanelana kakhulu.Amashidi ePvc angaphandle epulasitiki