1, Ongororo yemaitiro emusika webenzene yakachena

Munguva pfupi yadarika, musika webenzene wakawedzera kaviri akateedzana pakati pesvondo, nemakambani epeturu muEast China achiramba achigadzirisa mitengo, nekuwedzera kwe350 yuan/ton kusvika 8850 yuan/ton. Kunyangwe nekuwedzera kudiki kwezvivakwa kuEast China ports kusvika 54000 matani muna Kukadzi 2024, mutengo we pure benzene unoramba wakasimba. Chii chiri kuita kuti izvi zviitike?

Chekutanga, takaona kuti zvigadzirwa zvezasi zvebenzene, kunze kwecaprolactam uye aniline, zvakarasikirwa zvakanyanya. Nekudaro, nekuda kwekunonoka kutevera kwemitengo yebenzene yakachena, pundutso yezvigadzirwa zvepasi mudunhu reShandong zvakanaka. Izvi zvinoratidza misiyano yemusika uye nzira dzekupindura mumatunhu akasiyana.

Kechipiri, kuita kwe pure benzene mumusika wekunze kunoramba kwakasimba, nekudzikama kwakakosha uye kushanduka kudiki panguva yeChirimo Mutambo. Mutengo weFOB muSouth Korea unoramba uri pamadhora zana nemakumi matatu nepfumbamwe patani, iyo ichiri 150 yuan/ton yakakwirira kupfuura mutengo wepamba. Mutengo weBZN warambawo uri pamusoro, unopfuura mazana matatu nemakumi mashanu emadhora patani. Pamusoro pezvo, musika wekutengesa mafuta wekuNorth America wakauya kare kupfuura makore apfuura, zvakanyanya nekuda kwekutadza kwekutakura zvinhu muPanama uye kudzikira kwekugadzirwa kunokonzerwa nekutonhora kwakanyanya munhanho yekutanga.

Kunyangwe paine kudzvanyirirwa pakuwana purofiti uye kushanda kwe pure benzene kuzasi, uye paine kushomeka kwe pure benzene supply, iyo yakaipa mhinduro pamusoro pemhindu yakadzika haisati yatanga kuvharika kukuru. Izvi zvinoratidza kuti musika uchiri kutsvaga chiyero, uye yakachena benzene, seyakakosha kemikari mbishi zvinhu, kusawirirana kwayo kuchiri kuenderera.

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2, Outlook pane toluene musika maitiro

Musi waKukadzi 19, 2024, nekupera kwezororo reMutambo weChirimo, musika wetoluene waive nemhepo yakasimba yekusimudzira. Makotesheni emusika muEast neSouth China akawedzera, neavhareji mutengo wekuwedzera unosvika 3.68% uye 6.14%, zvichiteerana. Maitiro aya anokonzerwa nekubatanidzwa kwakanyanya kwemitengo yemafuta asina kuchena panguva yeMutambo weChirimo, zvichitsigira musika wetoluene. Panguva imwecheteyo, vatori vechikamu vemusika vane yakasimba bhurandi chinangwa kune toluene, uye varidzi vari kugadzirisa mitengo yavo zvinoenderana.

Nekudaro, iyo yakadzika yekutenga manzwiro e toluene haina kusimba, uye yakakwira mitengo masosi yezvinhu zvakaoma kutengesa. Uye zvakare, iyo yekugadziridza unit yeimwe fekitori muDalian ichagadziriswa pakupera kwaKurume, izvo zvinozotungamira kuderedzwa kukuru kwekunze kwekutengesa kwe toluene uye kusimba kukuru kwekutenderera kwemusika. Zvinoenderana nenhamba kubva kuBaichuan Yingfu, kushanda kwepagore kwekugadzirwa kweiyo toluene indasitiri muChina i21.6972 miriyoni matani, ine chiyero chekushanda che72.49%. Kunyangwe iyo yese yekushanda mutoro we toluene pane saiti yakagadzikana parizvino, kune mashoma nhungamiro yakanaka padivi rekupa.

Mumusika wepasi rose, mutengo weFOB wetoluene wachinja-chinja munzvimbo dzakasiyana, asi maitiro ese anoramba akasimba.

3, Kuongororwa kweiyo xylene musika mamiriro

Zvakafanana ne toluene, misika yexylene yakaratidzawo mamiriro akanaka apo yakadzokera kumusika mushure mezororo musi waFebruary 19, 2024. Mitengo yakawanda mumisika yeEast neSouth China yakawedzera, pamwe nekuwedzera kwemutengo we2.74% uye 1.35. %, zvichiteerana. Kukwira kwemitengo iyi kuri kukanganiswawo nekukwira kwemitengo yemafuta emafuta akashata pasi rose, mamwe mafekitari emuno achikwidza mashoko ekunze. Vabati vane hunhu hwakanaka, nemitengo yemusika mukuru ichikwira. Nekudaro, kudzika kwerwizi kumirira-uye-kuona manzwiro akasimba, uye kutengeserana kwenzvimbo kunotevera nekuchenjera.

Zvakakosha kucherechedza kuti kugadziridza uye kugadzirisa fekitori yeDalian pakupera kwaKurume kuchawedzera kudiwa kwekutenga kwekunze kwexylene kugadzirisa gaka rekupa rinokonzerwa nekugadzirisa. Zvinoenderana nehuwandu husina kukwana kubva kuBaichuan Yingfu, iyo inoshanda yekugadzira indasitiri yexylene muChina i43.4462 miriyoni matani, ine chiyero chekushanda che72.19%. Kugadziriswa kwekunatsa muLuoyang neJiangsu kunotarisirwa kuwedzera kudzikisa kuwanikwa kwemusika, zvichipa rutsigiro kumusika wexylene.

Mumusika wepasirese, mutengo weFOB wexylene unoratidzawo maitiro akasanganiswa ekukwira nekudzika.

4, Zvitsva zvitsva mumusika we styrene

Musika we styrene wakaita shanduko dzisina kujairika kubva pakudzoka kweMutambo weChirimo. Pasi pekumanikidzwa kuviri kwekuwedzera kwakakosha kwezvivakwa uye kunonoka kudzoreredza kwekuda kwemusika, makotesheni emusika aratidza kukwira kumusoro zvichitevera kurongeka kwemutengo uye maitiro edhora rekuAmerica. Maererano nedheta musi waKukadzi 19, mutengo wepamusoro-soro westyrene mudunhu reEast China wakakwira kusvika pamusoro pe9400 yuan/ton, zvichikwira 2.69% kubva pazuva rekupedzisira rekushanda pamberi pezororo.

Munguva yeMutambo weChirimo, mafuta asina kuchena, madhora ekuUS, uye mutengo zvese zvakaratidza maitiro akasimba, zvichikonzera kuwedzera kwekuwedzera kweanopfuura 200000 matani e styrene inventory muEast China ports. Mushure mezororo, mutengo we styrene wakadzikira kubva pakukanganisa kwekupa uye kudiwa, uye panzvimbo pacho wakasvika padanho repamusoro nekuwedzera kwemitengo yemitengo. Nekudaro, parizvino styrene uye maindasitiri ayo makuru ari pasi pemvura ari mukurasikirwa kwenguva refu, aine asina kubatanidzwa purofiti akatenderedza -650 yuan/ton. Nekuda kwekushomeka kwepurofiti, mafekitari akaronga kudzikisa basa rawo zororo risati ratanga haasati atanga kuwedzera mashandiro awo. Kudivi rezasi, kuvakwa kwemamwe mafekitori ezororo kuri kupora zvishoma nezvishoma, uye misika yese yakakosha ichiri isina kusimba.

Pasinei nekukwira kwepamusoro mumusika we styrene, iyo yakaipa mhinduro inokanganisa pasi pemvura inogona kuoneka zvishoma nezvishoma. Tichifunga nezvekuti mamwe mafekitori anoronga kutangazve mukupera kwaKukadzi, kana michina yekupaka inogona kutangwazve panguva yakatarwa, kudzvanywa kwemusika kunowedzera kuwedzera. Panguva iyoyo, musika we styrene unozonyanya kutarisisa pakudzikisira, izvo zvinogona kusvika pamwero zvinokwevera pasi pfungwa yekuwedzera mutengo.

Pamusoro pezvo, kubva pakuona kwe arbitrage pakati pe pure benzene ne styrene, mutengo wazvino uno musiyano pakati pezviviri izvi unosvika mazana mashanu yuan/ton, uye uyu mutsauko wemitengo wakadzikiswa kusvika padanho rakaderera. Nekuda kwekusaita pundutso muindasitiri ye styrene uye inoenderera mberi mutengo rutsigiro, kana kudiwa kwemusika zvishoma nezvishoma kupora