1,Market Overview

 

Munguva pfupi yapfuura, musika weABS wepamba wakaramba uchiratidza husimba, nemitengo yenzvimbo inoramba ichidonha. Zvinoenderana neazvino data kubva kuCommodity Market Analysis System yeShengyi Society, kubva munaGunyana 24, mutengo weavhareji wezvigadzirwa zvemuenzaniso weABS wadonha kusvika ku11500 yuan/ton, kuderera kwe1.81% zvichienzaniswa nemutengo pakutanga kwaGunyana. Aya maitiro anoratidza kuti musika weABS wakatarisana nekudzikira kwakanyanya munguva pfupi.

 

2,Supply side analysis

 

Indasitiri mutoro uye mamiriro ezvekutanga: Nguva pfupi yadarika, kunyangwe huwandu hwekuremerwa kweindasitiri yepamba yeABS hwakakwira kusvika panosvika 65% uye yakaramba yakagadzikana, kutangwazve kwesimba rekugadzirisa kwekutanga hakuna kunyatso kudzikamisa mamiriro ekuwandisa mumusika. Iyo pa-saiti yekugovera digestion inononoka, uye iyo yakazara hesiti inoramba iri padanho repamusoro rematani 180000. Kunyangwe iyo pre National Day stocking kudiwa kwakonzera kumwe kudzikiswa kweiyo hesera, zvakazara, tsigiro yedivi rekupa yemitengo yeABS ichiri shoma.

 

3,Kuongororwa kweZvinhu Zvinodhura

 

Upstream raw material maitiro: Iyo huru yekukwira kumusoro kwemvura yeABS inosanganisira acrylonitrile, butadiene, uye styrene. Parizvino, maitiro evatatu ava akasiyana, asi zvakazara mutengo wavo wekutsigira mutengo paABS uri pakati. Kunyange zvazvo pane zviratidzo zvekudzikamisa mumusika we acrylonitrile, pane simba risina kukwana kuti rifambise kumusoro; Musika webutadiene unokanganiswa nemusika werabha wekugadzira uye unochengetedza kubatanidzwa kwakanyanya, nezvinhu zvakanaka zviripo; Nekudaro, nekuda kwehushoma hwekupa-yekuda chiyero, musika we styrene unoramba uchichinja uye uchidzikira. Pakazere, maitiro ekumusoro ezviwanikwa haana kupa yakasimba mutengo rutsigiro kumusika weABS.

 

4,Dudziro yedivi rekuda

 

Weak terminal inodiwa: Sezvo kupera kwemwedzi kunosvika, iyo huru terminal inodiwa yeABS haina kupinda mumwaka wepamusoro sezvaitarisirwa, asi yakaenderera mberi nemusika maitiro eiyo off-mwaka. Kunyangwe maindasitiri ekudzika akadai semidziyo yemumba apedza zororo rekupisa kwepamusoro, kudzoreredza kwemutoro kunononoka uye kuda kudzoreredza hakuna kusimba. Vatengesi havana chivimbo, kuda kwavo kuvaka matura kwakaderera, uye basa rekutengesa pamusika harina kukwirira. Mumamiriro ezvinhu aya, rubatsiro rwedivi rekuda kune iyo ABS musika mamiriro inoita seisina kusimba.

 

5,Outlook uye Forecast yeMangwana Musika

 

Iyo isina kusimba maitiro inonetsa kuchinja: Kubva pane iripo musika wekupa uye kudiwa mamiriro uye mutengo zvinhu, zvinotarisirwa kuti epamba ABS mitengo icharamba ichichengetedza isina kusimba maitiro mukupera kwaGunyana. Mamiriro ekugadzirisa ekumusoro kwemvura akaomerwa kukwidza zvinobudirira mutengo weABS; Panguva imwecheteyo, iyo isina kusimba uye yakaoma kudiwa mamiriro padivi rekuda inoenderera, uye kutengesa kwemusika kunoramba kusina simba. Pasi pesimba reakawanda ma-bearish zvinhu, zvinotarisirwa zvechinyakare peak kudiwa mwaka munaGunyana hazvina kuitika, uye musika unowanzo kuve nemafungiro asina tariro kune ramangwana. Naizvozvo, munguva pfupi, iyo ABS musika inogona kuramba ichichengetedza isina simba maitiro.

Muchidimbu, musika wepamba weABS parizvino wakatarisana nekumanikidzwa kwakawanda kwekuwandisa, kusakwana kwerutsigiro rwemutengo, uye kushomeka kwekuda, uye maitiro emangwana haana tariro.


Nguva yekutumira: Sep-25-2024