Munguva yezororo, oiri yepasi rose yakadonha, styrene uye butadiene yakavharika yakaderera muUS dhora, makotesheni evamwe vagadziri veABS akadonha, uye makambani epetrochemical kana akaunganidza hesiti, zvichikonzera mabearish impacts. Mushure meMay Day, iyo yakazara ABS musika yakaramba ichiratidza kudzikira maitiro. Kubva pari zvino, avhareji mutengo wemusika weABS i10640 yuan/ton, kuderera kwegore-pagore kwe26.62%. Kuvakwa kwezvirimwa zvepetrochemical kunoramba kuri padanho repamusoro, nevamwe vagadziri vachivaka pahuwandu hwakazara uye huwandu hwese huri kuderera, nepo chiteshi chekutengesa chevatengesi chiri padanho repamusoro; Kudiwa kweterminal hakuna kusimba, musika uzere nezvakashata zvinokanganisa, huwandu hwekugadzira hweABS huri kuwedzera, kudzvanywa kweajensi kwakakwira, uye vamwe vamiririri vari kurasikirwa nemari mukutakura. Parizvino, kutengeserana kwemusika kune zvishoma.

Zvichikanganiswa nenhau dzekuderedzwa kwekugadzirwa kwemafuta asina kuchena, makotesheni evagadziri akamira kudonha nekudzikama. Vamwe vatengesi vemusika vakafungidzira mukutakura kwekutanga, uye kutengeserana kwemusika kunongoda kuchengetedzwa; Asi mushure mehoridhe, nekuda kweiyo yakakwira chiteshi inventory, kusafamba zvakanaka kwekutengesa kwevatengesi, kushata kwemusika kutengesa, uye kuderera kwemamwe mitengo yemhando. Munguva pfupi yapfuura, nekuda kwekukokwa kweShenzhen Plastic Expo, vatengesi uye mafekitori epetrochemical vakapinda mumisangano yakawanda, uye kutengeserana kwemusika kwawedzera kujeka. Padivi rekupa: Kuenderera mberi kwekuwedzera kwekushanda kweimwe midziyo mwedzi uno kwakonzera kuwedzera kwese kwekugadzirwa kwepamba kweABS uye yakakwira indasitiri. Kunyange zvazvo vamwe vagadziri vakamira kuti vagadzirise, maitiro ekuderera mumusika haana kuchinjwa. Vamwe vatengesi vanozotakura varasikirwa, uye musika wese uchatumira.
Supply side: Chigadzirwa cheABS muShandong chakatanga kugadzirisa pakati peKubvumbi, ine nguva inofungidzirwa yekuchengetedza kwevhiki imwe; Panjin ABS mudziyo mumwe mutsara restart, imwe mutsara restart nguva kuti zvitemerwe. Parizvino, mutengo wakaderera mumusika unoramba uchikanganisa musika, uye kuwanikwa kwemusika kunoramba kusingadzoreki, zvichikonzera kuenderera mberi kwakashata.
Demand side: Kubuda kwese kwezvidyarwa zvemagetsi kwadzikira, uye kudiwa kwekupedzisira kunoramba kushoma, uye mazhinji epasi pemvura anongoda chete.
Inventory: Mitengo yeVagadziri inoramba ichidzikira, vatengesi vanoita purofiti kubva mukutakura, kutengeserana kwese kwakashata, inventory inoramba yakakwira, uye inventory yakakwevera pasi pamusika.
Mutengo wepurofiti: purofiti yeABS yadzikira zvakanyanya, vatengesi varasikirwa nemari uye vakatengesa zvinhu, kudiwa kwepasi kuri kushoma, zvigadzirwa zvevagadziri zvinoramba zvichiwanda, uye musika weABS unoramba uchidzikira, zvichiita kuti zviomere vatengesi kuva netariro. Ikozvino mutengo wepakati weABS i8775 yuan/ton, uye avhareji yepurofiti yeABS i93 yuan/ton. Purofiti yadzikira kusvika padhuze nemutsetse wemutengo.
Ongororo yeMangwana Market Trends
Rutivi rwezvinhu zvakasvibirira: Zvinokosha mutambo mupfupi, une macro pressure. Butadiene yakapinda mumwaka wekugadzirisa muna Chivabvu, asi purofiti yakadzika inoramba iri pasi pekumanikidzwa. Muna Chivabvu, mamwe maindasitiri ezasi akavewo nekupaka uye kugadzirisa. Zvinotarisirwa kuti musika webutadiene uchasangana nekushanduka kusina simba mwedzi unotevera; Zvinokurudzirwa kunyatso tarisisa shanduko mumitengo yemafuta asina kuchena uye maitiro emitengo yakazara yezvigadzirwa.
Supply side: Huwandu hwekugadzira hwemidziyo mitsva huri kuramba huchiburitswa, uye zvigadzirwa zveABS zvakaderera zvinoramba zvichikanganisa musika, zvichikonzera kuwanda kusingamisikike. Mafungiro emusika wese haana chinhu. Inokurudzirwa kunyatsotarisisa kutanga uye kumira kwe petrochemical plant equipment, pamwe nekugadzirwa kwemichina mitsva.
Demand side: Pakave pasina kuvandudzwa kwakakosha mukudiwa kwekupedzisira, musika wakazara nezvinzvimbo zvebearish, uye kudzoreredza hakuna kuita sezvaitarisirwa. Pakazere, chinonyanya kutariswa ndechekuchengetedza kudiwa kwakasimba, uye kuwanikwa kwemusika uye kudiwa hazvina kuenzana.
Pakazere, vamwe vagadziri vanotarisirwa kuona kuderera kwekugadzirwa muna Chivabvu, asi huwandu hwese hwekushanda hweindasitiri yeABS huchiri hwakakwira, nekunonoka kutora uye kuendesa. Kunyangwe kupihwa kwadzikira, mhedzisiro pamusika wese ishoma. Zvinotarisirwa kuti mutengo wemusika weABS ucharamba uchidzika muna Chivabvu. Zvinotarisirwa kuti mainin quotation ye0215AABS mumusika weEast China ichave yakatenderedza 10000-10500 yuan/ton, nekuchinja kwemitengo kunosvika mazana maviri-400 yuan/ton.