Kubva pakupera kwaJune, mutengo we styrene wakaramba uchikwira neinenge 940 yuan / ton, ichichinja kuderera kunoramba kuripo muchikamu chechipiri, kumanikidza indasitiri mukati avo vari pfupi kutengesa styrene kuderedza nzvimbo dzavo.Kukura kwekupa kuchadonha pasi pezvinotarisirwa zvakare muna Nyamavhuvhu?Kana kudiwa kweJinjiu kunogona kusunungurwa mberi ndicho chikonzero chikuru chekuona kana mutengo we styrene unogona kuramba wakasimba.
Pane zvikonzero zvitatu zvakakosha zvekuwedzera kwemitengo ye styrene munaJuly: kutanga, kukwira kwakasimba kwemitengo yemafuta epasi rose kwakakonzera kuvandudzwa kwemafungiro ehupfumi;Kechipiri, kukura kwekupa kwakadzikira pane zvaitarisirwa, zvichikonzera kudzikira kwekugadzirwa kwe styrene, kunonoka kutangazve kwemidziyo yekugadzirisa, uye kuvharika kusina kurongwa kwemidziyo yekugadzira;Chechitatu, kudiwa kwekutengeswa kunze kwenyika zvisina kurongwa kwawedzera.
Mitengo yemafuta epasi rose inoramba ichikwira, uye manzwiro ehupfumi anovandudza
Muna Chikunguru wegore rino, mitengo yemafuta epasi rose yakatanga kukwira, nekuwedzera kukuru mumazuva gumi ekutanga uyezve ichichinja-chinja pamwero wepamusoro.Zvikonzero zvekuwedzera kwemitengo yemafuta epasi rose zvinosanganisira: 1. Saudi Arabia nekuzvipira yakawedzera kuderedzwa kwayo kwekugadzirwa uye yakatumira chiratidzo kumusika kudzikamisa musika wemafuta;2. IUS inflation data CPI yakaderera pane zvinotarisirwa pamusika, zvichiita kuti dhora reUnited States rive risina simba.Tarisiro yemusika yeFederal Reserve kukwidza mitengo yemubereko gore rino yadzikira, uye inotarisirwa kuenderera mberi nekukwidza mubereko muna Chikunguru, asi inogona kumbomira munaGunyana.Tichipesana nemamiriro ekunze ekudzikira mubereko kukwira uye kushomeka kwedhora rekuUS, njodzi yekudya mumusika wezvigadzirwa yawedzera, uye mafuta asina kuchena ari kuramba achikwira.Kukwira kwemitengo yemafuta epasi rose kwakwidza mutengo we pure benzene.Kunyangwe kukwira kwemitengo yestyrene muna Chikunguru hakuna kufambiswa ne pure benzene, haina kukwevera pasi kukwira kwemitengo yestyrene.Kubva kuMufananidzo 1, zvinogona kuonekwa kuti kukwira kwepamusoro kwebhenekeri yakachena haina kufanana neye styrene, uye purofiti ye styrene inoramba ichivandudza.
Uye zvakare, iyo macro atmosphere yakachinjawo mwedzi uno, nekuburitswa kuri kuuya kwemagwaro akakodzera kusimudzira kushandiswa kwemusika manzwiro.Musika uyu unotarisirwa kuve nematongerwo akakodzera paEconomic Conference yeCentral Politburo muna Chikunguru, uye mashandiro acho akangwarira.
Kukura kweiyo styrene kupa kwakadzikira pane yaitarisirwa, uye port inventory yadzikira pachinzvimbo chekuwedzera
Kana kupihwa uye kudiwa kwechiyero kwaChikunguru kunofungidzirwa muna Chikumi, zvinotarisirwa kuti kugadzirwa kwemumba muna Chikunguru kuchange kuri matani 1.38 miriyoni, uye kuwanda kwehuwandu hwemagariro huchave hwakapoteredza 50000 matani.Zvisinei, kuchinja kusina kurongwa kwakakonzera kuwedzera kwakaderera pane kwaitarisirwa mukugadzirwa kwe styrene, uye panzvimbo yekuwedzera kwehuwandu hwechiteshi chengarava, yakaderera.
1. Zvichikanganiswa nezvinangwa, mitengo yekubatanidza zvinhu zvine chekuita netoluene nexylene yakakurumidza kuwedzera, kunyanya mafuta ealkylated uye mahydrocarboni anonhuhwirira akasanganiswa, izvo zvakakurudzira kuwedzera kwekuda kwemukati kusanganiswa kwetoluene nexylene, zvichikonzera kuwedzera kwakasimba mitengo.Naizvozvo, mutengo we ethylbenzene wakawedzerawo saizvozvo.Kune mabhizinesi ekugadzira styrene, kugadzirwa kwe ethylbenzene pasina dehydrogenation kuri nani pane dehydrogenation goho re styrene, zvichikonzera kuderera kwekugadzirwa kwe styrene.Zvinonzwisisika kuti mari ye dehydrogenation inenge 400-500 yuan / ton.Kana musiyano wemutengo pakati pe styrene ne ethylbenzene wakakura kudarika 400-500 yuan/ton, kugadzirwa kwe styrene kuri nani, uye zvakasiyana.Muna Chikunguru, nekuda kwekuderera kwekugadzirwa kwe ethylbenzene, kugadzirwa kwe styrene kwaive anenge 80-90000 matani, icho zvakare chimwe chikonzero nei iyo huru port inventory haina kuwedzera.
2. Kuchengetwa kwezvikwata zve styrene kunonyanya kukoshesa kubva muna May kusvika munaJune.Hurongwa hwekutanga hwaive hwekuzotangazve muna Chikunguru, uye mazhinji acho akatarisana pakati paChikunguru.Nekudaro, nekuda kwezvimwe zvikonzero zvechinangwa, michina mizhinji inononoka kutangazve;Mutoro wekutyaira wemudziyo mutsva wakaderera pane zvinotarisirwa, uye mutoro unoramba uri pakati nepakati kusvika pasi.Pamusoro pezvo, zvidyarwa zve styrene zvakaita seTianjin Dagu neHainan Refining uye Chemical zvakare zvine zvivharo zvisina kurongwa, zvichikonzera kurasikirwa mukugadzirwa kwemumba.
Midziyo yekumhiri kwemakungwa inovharika, zvichikonzera kuwedzera kwekudiwa kweChina kunze kwenyika kune styrene
Pakati pemwedzi uno, chirimwa che styrene muUnited States chakarongerwa kurega kushanda, nepo kuchengetedzwa kwechirimwa muEurope kwakarongwa.Mitengo yakakurumidza kuwedzera, hwindo re arbitrage rakavhurwa, uye kudiwa kwe arbitrage kwakawedzera.Vatengesi vakapindawo munhaurirano, uye pakanga patova nekutengeserana kunze kwenyika.Mumavhiki maviri apfuura, huwandu hwekutengesa kunze kwenyika hwave hunosvika 29000 matani, mazhinji akaiswa muna Nyamavhuvhu, kunyanya muSouth Korea.Kunyange zvazvo zvinhu zveChinese zvisina kuendeswa zvakananga kuEurope, mushure mekugadzirisa zvinhu, kuendeswa kwezvinhu zvisina kunanga kwakazadza gaka muEurope, uye kutarisa kwakabhadharwa kuti kutengeserana kunogona kuenderera mberi mune ramangwana.Parizvino, zvinonzwisiswa kuti kugadzirwa kwemidziyo muUnited States kuchamiswa kana kudzoka mukupera kwaChikunguru a.uye kutanga kwaNyamavhuvhu, nepo matani angangoita mamirioni maviri emidziyo muEurope achamiswa mumatanho anotevera.Kana vakaramba vachiunza kubva kuChina, vanogona kukanganisa zvakanyanya kukura kwekugadzirwa kwemumba.
Mamiriro ari pasi pemvura haana tariro, asi haasati asvika padanho remhinduro yakaipa
Parizvino, kunze kwekutarisa kune kutengeswa kunze kwenyika, indasitiri yemusika inotendawo kuti mhinduro dzisina kunaka kubva pasi pemvura inodiwa ndiyo kiyi yekutarisa mutengo wepamusoro we styrene.Zvinhu zvitatu zvakakosha pakuona kana mhinduro isina kunaka yakadzika inokanganisa kuvharwa kwebhizinesi / kuderedza mutoro ndeiyi: 1. kana purofiti yakadzika iri kurasikirwa;2. Pane maodha here kuzasi kwerwizi;3. Kudzika kwemvura kwakakwirira here.Parizvino, kuzasi kweEPS/PS purofiti yakarasikirwa nemari, asi kurasikirwa mumakore maviri apfuura kuchiri kugamuchirwa, uye indasitiri yeABS ichine purofiti.Parizvino, PS inventory iri padanho rakaderera uye mirairo ichiri kugamuchirwa;EPS inventory kukura inononoka, nemamwe makambani ane epamusoro hesitori uye asina kusimba maodha.Muchidimbu, kunyange zvazvo mamiriro ezasi asina tariro, haasati asvika pamwero wemhinduro dzisina kunaka.
Zvinonzwisisika kuti mamwe materminal achine tarisiro yakanaka yeDouble Eleven neDouble Twelve, uye chirongwa chekuronga kugadzirwa kwemafekitari emidziyo yemumba munaGunyana inotarisirwa kuwedzera.Naizvozvo, kuchine mitengo yakasimba pasi peinotarisirwa kuzadzikiswa mukupera kwaNyamavhuvhu.Pane mamiriro maviri:
1. Kana styrene ichidzoka pamberi pepakati paAugust, pane tarisiro yekudzoka kwemitengo pakupera kwemwedzi;
2. Kana styrene isingadzoki pamberi pepakati paAugust uye ichiramba ichisimbisa, terminal restocking inogona kunonoka, uye mitengo inogona kupera simba pakupera kwemwedzi.
Nguva yekutumira: Jul-25-2023
