1. Price Analysis

Phenol market:

Muna Chikumi, mitengo yemusika wephenol yakaratidza kukwira kumusoro, neavhareji yemutengo wepamwedzi inosvika RMB 8111/tonne, yakakwira RMB 306.5/tonne kubva pamwedzi wapfuura, kuwedzera kukuru kwe3.9%. Aya ekumusoro maitiro anonyanya kukonzerwa nekuwanda kwekutengesa mumusika, kunyanya mudunhu rekuchamhembe, uko zvekushandisa zvakanyanya kushomeka, nezvidyarwa muShandong neDalian overhauling, zvichikonzera kudzikiswa kwekupa. Panguva imwecheteyo, BPA chirimwa chinotakura chakatanga chakakwira kupfuura chaitarisirwa, kushandiswa kwephenol kwakawedzera zvakanyanya, zvichiwedzera kupesana pakati pekupa uye kudiwa mumusika. Pamusoro pezvo, mutengo wepamusoro webenzene yakachena pamagumo emidziyo wakapawo rutsigiro rwakasimba rwemitengo ye phenol. Zvakadaro, pakupera kwemwedzi, mitengo yephenol yakachinja zvishoma nekuda kwekurasikirwa kwenguva refu kweBPA uye netarisiro yekutendeuka kwe pure benzene muna Chikunguru-Nyamavhuvhu.

Acetone musika:

Zvakafanana nemusika wephenol, musika weacetone wakaratidzawo kukwira kudiki muna Chikumi, nemutengo wepakati wepakati weRMB 8,093.68 patani, kusvika RMB 23.4 patani kubva pamwedzi wapfuura, kuwedzera kudiki kwe0.3%. Kusimuka kwemusika weacetone kwainyanya kukonzerwa nekutengesa kushanduka kuri kuita zvakanaka nekuda kwekutarisira kweindasitiri pakugadzirisa kwepakati muna Chikunguru-Nyamavhuvhu uye kudzikiswa kwevanouya kunze kwenyika mune ramangwana. Zvisinei, sezvo materminals epasi aigaya pre-stockpiling uye kudiwa kwezvinyungudutsa zvidiki kwakadzikira, mitengo yeacetone yakatanga kupera simba kupera kwemwedzi, ichidzika kusvika kuRMB 7,850/mt. Acetone's self-containing fungidziro hunhu zvakare yakatungamira kune iyo indasitiri yakatarisana nekutengesa masheya, ine materminal inventory achikwira zvakanyanya.

2.ongororo yekugovera

Muna June, kubuda kwe phenol kwaiva 383,824 tonnes, pasi 8,463 tonnes kubva gore rakapfuura; kubuda kweacetone kwaive 239,022 tonnes, pasi pe4,654 tonnes kubva pagore rapfuura. Phenol uye ketone mabhizinesi 'kutanga-up mwero wakadzikira, indasitiri yekutanga-yepamusoro yaive 73.67% munaJune, pasi 2.7% kubva muna Chivabvu. Kudzika kwakadzika kwekutanga kweDalian chirimwa zvishoma nezvishoma kwakagadziridzwa, kudzikisa kuburitswa kweacetone, zvichiwedzera kukanganisa kuwanikwa kwemusika.

Chechitatu, kuongorora zvinodiwa

Bisphenol A chirimwa chekutanga kweChikumi chakakwira zvakanyanya kusvika pa70.08%, yakakwira 9.98% kubva muna Chivabvu, ichipa rutsigiro rwakasimba kune kudiwa kwe phenol uye acetone. Chiyero chekutanga che phenolic resin uye zvikwata zveMMA zvakawedzerawo, kusvika 1.44% uye 16.26% YoY maererano, zvichiratidza kuchinja kwakanaka mukudiwa kwepasi. Nekudaro, chiyero chekutanga cheisopropanol chirimwa chakasimuka 1.3% YoY, asi kukura kwekuda kwese kwaive kushoma.

3.Inventory mamiriro ekuongorora

Muna Chikumi, musika wephenol wakaona de-stocking, zvese fekitori stock uye Jiangyin port stock yakaderera, uye yakadzokera kune yakajairika mukupera kwemwedzi. Kusiyana neizvi, chiteshi chengarava chemusika weacetone chakawedzera uye chiri padanho repamusoro, zvichiratidza chimiro chehuwandu hwekupihwa asi kusakwana kwekuda kukura mumusika.

4.Gross profit analysis

Kufurirwa nekuwedzera kwemitengo yezvinhu, East China phenol ketone imwe toni mutengo wakawedzera ne509 yuan / tonne muna Chikumi. Pakati pavo, mutengo wakanyorwa we pure benzene mukutanga kwemwedzi wakakwira kusvika ku9450 yuan / tonne, kambani yepetrochemical muEast China, avhareji mutengo we pure benzene yakasimuka 519 yuan / tonne kana ichienzaniswa naMay; mutengo wepropylene wakaramba uchikwira, mutengo wepakati we83 yuan / tonne wakakwira kupfuura muna Chivabvu. Zvisinei, pasinei nekukwira kwemitengo, phenol ketone industry ichiri kutarisana nemamiriro ekurasikirwa, iyo indasitiri munaJune, kurasikirwa kwe490 yuan / tonne; bisphenol Indasitiri yemwedzi wega wega purofiti yakakura ndeye -1086 yuan / tonne, ichiratidza kushomeka kwepurofiti yeindasitiri.

Kupfupisa, muna Chikumi, misika ye phenol uye acetone yakaratidza maitiro akasiyana emitengo pasi pehuviri basa rekupa kukakavara uye kukura kwekuda. Mune ramangwana, nekupera kwekugadziriswa kwezvirimwa uye shanduko mukudiwa kwepasi, kuwanikwa kwemusika uye kudiwa kuchawedzerwa kugadziridzwa uye maitiro emitengo achachinja. Zvichakadaro, kuenderera mberi kwekuwedzera kwemitengo yezvigadzirwa kuchaunza kuwedzera kwemutengo kudzvanywa kuindasitiri, uye isu tinofanirwa kutarisisa kusimba kwemusika kutarisana nenjodzi dzinogona kuitika.