1,Market Overview: Yakakosha mutengo kuwedzera

Pazuva rekutanga rekutengesa mushure meQingming Festival, mutengo wemusika wemethyl methacrylate (MMA)vakawana kuwedzera kukuru. Ikokotesheni kubva kumabhizinesi eEast China yasvetuka kusvika ku14500 yuan/ton, kuwedzera kwe600-800 yuan/ton zvichienzaniswa nezororo risati rasvika. Panguva imwecheteyo, mabhizinesi munharaunda yeShandong akaramba achikwidza mitengo yavo panguva yezororo, nemitengo inosvika 14150 yuan / ton nhasi, kuwedzera kwe500 yuan / ton zvichienzaniswa nezororo risati rasvika. Zvisinei nevashandisi vakatarisana nemitengo yemitengo uye kuramba kune MMA ine mutengo wakakwira, kushomeka kwezvinhu zvakaderera pamusika kwamanikidza kutarisa kwekutengesa kukwira kumusoro.

2,Supply side analysis: tight spot prices inotsigira mitengo

Parizvino, kune akakwana gumi nemapfumbamwe emakambani ekugadzira MMA muChina, anosanganisira gumi nematatu anoshandisa nzira yeACH uye matanhatu achishandisa nzira yeC4.

Mumabhizinesi ekugadzira eC4, nekuda kwekutadza kuita purofiti, makambani matatu akavharwa kubva 2022 uye haasati atangazve kugadzira. Kunyangwe mamwe matatu ari kushanda, mimwe michina yakaita seHuizhou MMA mudziyo ichangobva kuvharwa kugadziriswa uye inotarisirwa kutangazve mukupera kwaApril.

MuACH mabhizinesi ekugadzira, MMA zvishandiso muZhejiang neLiaoning zvichiri kuvharika mamiriro; Mabhizinesi maviri muShandong akabatwa nepamusoro acrylonitrile kana matambudziko emidziyo, zvichikonzera mitoro yekushanda yakaderera; Mamwe mabhizinesi muHainan, Guangdong, uye Jiangsu ane mashoma akazara ekupa nekuda kwemaitiro ekugadzirisa michina kana kusakwana kuburitswa kwehutsva hwekugadzira.

3,Indasitiri mamiriro: yakaderera yekushanda mutoro, hapana kumanikidzwa pane hesita

Zvinoenderana nenhamba, avhareji yekushandisa mutoro weMMA indasitiri muChina parizvino ingori 42.35%, iri padanho rakaderera. Nekuda kwekushaikwa kwekudzvanyirira kwefekitori, kutenderera kwezvinhu mumusika kunoratidzika kunge kwakaomarara, zvichiwedzera kukwidza mitengo. Munguva pfupi, iyo yakaomesesa mamiriro ezvinhu inonetsa kudzikisira uye icharamba ichitsigira kukwira kwemitengo yeMMA.

4,Maitiro ekudzika uye tarisiro yeramangwana

Vakatarisana neMMA ine mutengo wepamusoro, vashandisi vepasi vanonetseka nekufambisa mitengo, uye kugona kwavo kugamuchira mitengo yakakwira kunogumira. Zvinotarisirwa kuti kutenga kuchanyanya kutarisisa pane zvakaomarara zvinodiwa. Nekudaro, nekutangwazve kwemimwe michina yekugadzirisa muchikamu chinozotevera chemwedzi, mamiriro ekupa anotarisirwa kudzikiswa, uye mitengo yemusika inogona kudzikama zvishoma nezvishoma panguva iyoyo.

Muchidimbu, kuwedzera kwakakosha kwemitengo yazvino yeMMA yemusika kunonyanya kufambiswa nekusimba kwenzvimbo. Mune ramangwana, musika uchange uchiri kukanganiswa nezvinhu zvepadivi, asi nekudzoreredza zvishoma nezvishoma kwemidziyo yekugadzirisa, maitiro emitengo anogona kudzikama zvishoma nezvishoma.