Kubva mugumo waJune, mutengo weStyrene wakaramba uchikwira neanoda kusvika 940 Yuan / ton, achichinja kuderera kwekota Kukura kuchawedzera kudonha pazasi zvinotarisirwa zvakare muna Nyamavhuvhu? Kunyangwe kudiwa kweJinjiu kunogona kuburitswa pachine chikonzero ndicho chikonzero chikuru chekusarudza kana mutengo weStyrene unogona kuramba wakasimba.
Pane zvikonzero zvitatu zvikuru zvekuwedzera kwemitengo yemitengo muChikunguru: Chekutanga, kusimudzira kwemitengo yeoiri yemweya kwakatungamira mukuvandudzwa kwemazwi eMacroeconomic. Kechipiri, kukura kwekupa kwakadzikira pane zvaitarisirwa, zvichikonzera kuderera kwekugadzirwa kwetyrene Yetatu, iyo kudiwa kwekutumirwa zvisina kurongwa kunze kwenyika kwakawedzera.
Mitengo yeMafuta emafuta inoramba ichikwira, uye macroeconsonomic ainiment inovandudza
MunaJuly wegore rino, mitengo yemafuta emafuta yakatanga kusimuka, nekuwedzera kwakakura mumazuva gumi ekutanga uyezve kuchinjika pamazinga makuru. Zvikonzero zvekuwedzera kwemutengo wemafuta emafuta zvinosanganisira: 1. Saudi Arabia anowedzera kuwedzeredza kuderedzwa kwayo uye akatumira chiratidzo kumusika kusimbisa musika wemusika; 2. Iyo US Inflation data CPI yakaderera pane yekutarisira yemusika, inotungamira kune isina kusimba US Dollar. Tarisiro yemusika kune iyo Federal Reserve kuti isarudze maunero gore rino gore rakaderera, uye zvinotarisirwa kuramba uchisimudza huwandu hwemubhadharo muna Chikunguru, asi unogona kumbomira munaSeptember. Kupesana neyekumashure kwekudzora mwero unofadza uye dhora reUS TOUS, nzara yengozi mumusika wekutonga zvakawedzera, uye mafuta akasviba ari kuramba achikwira. Iko kusimuka mumitengo yeoiri yemhepo yakadzinga mutengo weiyo yakachena benzene. Kunyangwe kusimuka mumitengo ye styrene muna Chikunguru haina kutungamirirwa neiyo yakachena benzene, haina kudhonza pasi kusimuka mumitengo ye styrene. Kubva kuMufananidzo 1, inogona kuonekwa kuti maitiro ekukwira eBenzene haana kunaka seyakafanana neyakagadzirwa, uye purofiti yeiyo styrene inoenderera mberi nekuvandudza.
Uye zvakare, iyo macro mamiriro ezvinhu akachinjawo mwedzi uno, nekuburitswa kwegwaro rakakodzera kusimudzira kupatsanwa kwemusika. Musika unotarisirwa kuve nemitemo yakakodzera mumusangano wehupfumi wepakati wepakati muCentralumuro muna Chikunguru, uye kuvhiya kwacho kungwara.
Kukura kwe styrene kugovera kwakaderera pane zvaitarisirwa, uye hesimba racho rakaderera pane kuwedzera
Kana iyo yekupa uye yakakumbira zviyero zvaJuly inofungidzirwa munaJune, zvinotarisirwa kuti kugadzirwa kweMudzidzi munaJuly kuchave kwakakomberedza 1.3 miriyoni matani, uye manhamba emagazini achange akatenderera mazana mashanu emazana. Nekudaro, shanduko dzisina kurongwa dzakakonzerwa mune yakaderera pane inotarisirwa kuwedzera mukugadzirwa kwetyrene.
1. Kukanganiswa nezvinhu zvechinangwa, mitengo yezvishandiso zvine chekuita neToluene yakawedzera, kunyanya yakadzika hydrocarbons, iyo yakasimudzira kuwanda kweToluene uye xylene, inokonzerwa nekuwedzera kwakasimba mukati mitengo. Naizvozvo, mutengo weTetHylbenzene wachiwedzerwa zvakaenzana. Kune Syrene Proction Bonishes, kugona kwekugadzira kweTetylbenene pasina kushatirwa kuri nani pane kushomeka kwechibereko cheStyrene, zvichikonzera kuderera kwekugadzira styrene. Zvinonzwisiswa kuti mutengo wekushomeka kweshiri inenge 400-500 Yuan / ton. Kana iyo Mutengo mutsauko pakati peStyrene uye Ethylbenene yakakura kupfuura 400-500 Yuan / ton, kugadzirwa kweStyrene kuri nani, uye zvinopesana. Muna Chikunguru, nekuda kwekuderera muEthylbenene kugadzirwa, kugadzirwa kweStyrene kwaive kunetsa makumi masere nematani, icho chimwe chikonzero nei kuwanda kwechikepe hakuna kuwedzera.
2. Kugadziriswa kwemasita emvura kwakanyatsoiswa kubva kuChie. Chirongwa chepakutanga chaive chekutanga kutanga muna Chikunguru, nezvakawanda zvacho zvakaverengerwa pakati peJ3A. Nekudaro, nekuda kweimwe zvikonzero, zvakawanda zvishandiso zvinononoka kutangazve; Mutoro wekutyaira wechigadzirwa chitsva hwakaderera pane zvaitarisirwa, uye mutoro unoramba uri pakati nepakati kune yakaderera nhanho. Uye zvakare, zvidyarwa zve styrene senge Tianjin Dagu naHainan vakanatswa uye nemakemikari zvakare vasina kurongwa, zvichikonzera kurasikirwa nekugadzirwa kwemudzimba.
Zvishandiso zvekunze zvinovhara, zvichitungamira mukuwedzera kweChina yakarongwa chekutumira kunze kweStyrene
Pakati pemwedzi uno, chirimwa chakasimwa muUnited States chakarongwa kuti urege kushanda, nepo kuchengetedza kwechirimwa muEurope kwakarongwa. Mitengo nekukurumidza yakawedzera, hwindo rezvipfuyo rakavhurwa, uye kudiwa kweiyo arbitrage kuwedzera. Vatengesi vanoshingairira kupindirana mukutaurirana, uye kwaive kwatove kutengeserana kutumira kunze. Mumavhiki maviri apfuura, huwandu hwakazara hwekutengesa-kutumira vhoriyamu hwave hwakatenderedza matani makumi matatu nematanhatu, zvakawanikwa muna Nyamavhuvhu, kazhinji muSouth Korea. Kunyangwe zvinhu zveChinese hazvina kuendeswa kuEurope, mushure mekupedza fungidziro, kuiswa kwezvinhu zvisina kukodzera kuzadza gomba muEurope, uye kutarisirwa kwakabhadharwa kuti zvishandurwe mune ramangwana. Parizvino, zvinonzwisiswa kuti kugadzirwa kwemidziyo muUnited States kuchasimudzwa kana kuchadzoka mukupera kwaJuly aNdakatanga Nyamavhuvhu, nepo angangoita mamirioni maviri ematani emidziyo muEurope achasunungurwa mumatanho azokutevera. Kana ivo vakaramba vachibvisa kubva kuChina, ivo vanogona zvakanyanya kugadzirisa kukura kwekugadzira mudzimba.
Mamiriro ezvinhu ekudzvinyirira haasi kutarisira, asi haana kusvika pane isina mhinduro yekufungidzira
Parizvino, kuwedzera pakutarisa kunze kwenyika, indasitiri yemusika inotendawo kuti isina mhinduro kuti yakashata kubva pakurasa bvudzi ndiyo kiyi yekutsvaga mutengo wepamusoro weti. Zvinhu zvitatu zvakakosha pakusarudza kana kusvibisa kana kusvibisa mhinduro kukanganisa kubata Bhizinesi Shutdown 2. Pane chero maodha akadaira; 3. Ndiyo nzira yekudzika inventory yakakwira. Parizvino, Downstream EPS / PS PRITHITS yakarasikirwa nemari, asi kurasikirwa mumakore maviri apfuura kuchiri kugamuchirwa, uye iyo indasitiri yekubika ichine purofiti. Parizvino, pd inventory iri pane yakaderera mwero nemirairo zvichiri kugamuchirwa; ENS Kukura Kwekuwedzera Kunononoka, nemamwe makambani ane miganho yepamusoro uye vasina simba. Mukupfupikisa, kunyangwe mamiriro ezvinhu ekusimuka asiri tariro, haisati yasvika padanho remhinduro dzisina kunaka.
Zvinonzwisisika kuti mamwe maTarts achiri kutarisira zvakanaka kuti ave gumi nemumwe uye kaviri gumi nevaviri, uye chirongwa chekugadzira chekuronga kwekugadzira imba musi waSeptember zvinotarisirwa kuwedzera. Naizvozvo, kuchine mitengo yakasimba pasi pekudzorerwa kunotarisirwa mukupera kweAugust. Pane mamiriro maviri:
1. Kana styrene Rebound pamberi pakati paAugust, kune tarisiro yemutengo mumitengo mukupera kwemwedzi;
2. Kana STYRE isingadzorere pakati paAugust, uye ichiramba ichisimbisa, kudzoreredza kwekupedzisira kunogona kunonoka, uye mitengo inogona kupera simba pakupera kwemwedzi.
Kutumira Nguva: Jul-25-2023
