I-PVC: Ukufika kwenqubomgomo kanye nokulindela "ukuba buthakathaka".I-Central Economic Work Conference isasungula "izindlu azithosi".Umgomo wesikhathi esifushane uzongena enkathini yegebe, futhi “umshayeli olindelekile” uyoba buthaka kancane kancane.Ngaphansi kwethonya lalolu bhubhane, idatha yezomnotho efana nezindlu ezithengiswayo zanyanga zonke, izimali zomphakathi, kanye nokusetshenziswayo kungase kuqhubeke nokuba buthaka, futhi indawo yokuxwayisa isiphenduke into engokoqobo yokuhweba.Isu: Unilateral engenalutho V2305;i-arbitrage ibheka ama-anti-sets angu-5-9.
Ukubuyekezwa kwesikhathi sangempela kwezimali ezinkulu kanye nesikhundla, ukubukwa kwamahhala kuhlelo lokusebenza >>
Iphuzu eliyinhloko: Ingqungquthela Emaphakathi Yomsebenzi Wezomnotho engathathi hlangothi futhi engenalutho isamisa ukuthi "izindlu azishisi", inqubomgomo ye-proximal izongena enkathini yegebe, futhi "umshayeli olindelekile" uyoba buthaka kancane kancane.Ngaphansi kwethonya lalolu bhubhane, idatha yezomnotho efana nezindlu ezithengiswayo zanyanga zonke, izimali zomphakathi, kanye nokusetshenziswayo kungase kuqhubeke nokuba buthaka, futhi indawo yokuxwayisa isiphenduke into engokoqobo yokuhweba.Isu: Unilateral engenalutho V2305;i-arbitrage ibheka ama-anti-sets angu-5-9.
Umthelela we-alkaline ku-PVC: amanani e-neutral pyrine azinzile.I-Shandong 32%i-liquid -alkali ibikwe ku-1095 yuan/ton, kanye namathani angu-1296 yuan.Izintengo ze-alkaline zaphesheya zehle kancane.Isamba esiphelele se-alkali siphindwe kabili.
Ukusekelwa kwempahla eluhlaza: okungathathi hlangothi 1) 3,700 yuan/ton ye-Wuhai Electric Stone, ukukhuphuka ngo-100 ngethani kusukela ngesonto eledlule, kanye nokulahlekelwa kwamatshe kagesi anciphile;2) okulindeleke ukuthi kukhuphuke ngo-60 kuya ku-1520 yuan/ton kumalahle e-orchid.3) I-Ethylene yehliswa ngo-$ 871/ton, kanti i-VCM CFR Far East ikhuphuke ngo-45 yaya ku-$ 648/ton.
Izinto zokwakha: Ukungathathi hlangothi 1) Ukuqala kokwakhiwa kancane.Izinga lokusebenza lilonke le-PVC lalingu-70.85%, ukukhuphuka kwenyanga ngenyanga ngamaphesenti angu-0.21;lapho izinga lokusebenza le-PVC le-Corporal Method lalingu-69.76%, okuwukukhuphuka ngamaphesenti angu-1.61 kusukela ngenyanga edlule.2) Amathani ka-Shandong Xinfa angu-400,000 wezinhlelo zedivayisi entsha azogcwala kuleli sonto.
Okudingekayo: Ukungathathi hlangothi 1) Ukwehla kwemikhiqizo engaphansi komfula kwehlile: Izinga lokusebenza kwamapayipi lalingu-42.75%, lehle ngo-2.70% kusukela ngesonto eledlule, kanti izinga lokusebenza kwephrofayili libe ngu-35.00%, lehle ngo-1.25% kusukela ngesonto eledlule. .2) Khulisa umthamo wangaphambi kokudayiswa.Umthamo wangaphambi kokudayiswa ubungamathani angu-589,000, okuwukunyuka kwamathani ayi-100,000 kusukela ngesonto eledlule.3) I-quotation yediski yangaphandle iphinda ibuyele emuva.Muva nje, ukuchelela kwezolimo kwaseNdiya kunesidingo esinamandla sePVC.Indlela ye-ethylene yasekhaya ingcono.Ukuthunyelwa kwamanye amazwe kuzolethwa ngamathani ayi-197,500, okuwukunyuka kwamathani ayizigidi ezi-0.76 kusukela esikhathini esedlule.I-4) NgoNovemba, idatha yendawo yokuhlala yaba buthakathaka kusukela enyangeni edlule, futhi indawo yokuhlala yayisenenkinga yokugaya phansi.
Inzuzo: inzuzo engathathi hlangothi iyakhuphuka.Amatshe kagesi amathani adidiyelwe angu-665 yuan, kanye ne-Shandong Foreign Purchase Electro-Stone Tons of Electric Stone Tons of Electric Stone yi- -1210 yuan;Indlela ye-ethylene yaseNyakatho yeShayina ikhuphuke yafinyelela ku-1849 yuan/ton.Inzuzo ebanzi ye-PVC yama-yuan/ton angu-567, ukulahlekelwa kwenzuzo okuphelele kweNyakatho neShayina kwehle kwaba -69 yuan/ton;ukusabalala kwentengo yamathani amabili kukhuphuke kwafinyelela ku-2861 yuan.Ukulahlekelwa kwamalahle aluhlaza, amatshe kagesi, kanye nokulahlekelwa kokuphela kwe-PVC ochungechungeni lwemboni ye-PVC kunciphile, futhi inzuzo ephelele yayiseduze nebhalansi yenzuzo nokulahlekelwa eNyakatho China.
IMacro: Ingathathi hlangothi 1) Yasekhaya: NgoLwesihlanu, iNkomfa Yezomnotho Emaphakathi igcizelele ukuthi “izindlu azithosi”.2) Okwamazwe ngamazwe: I-Europe kanye ne-United States izinga lenzalo lihlangabezana nokulindelwe, i-Japan inyuse amanani enzalo ngephutha.
Isikhathi sokuthumela: Dec-28-2022