I kēia manawa, ʻoi aku ka nui o ka PP a me ka PE kaʻa a me ka mālama ʻana, ua hoʻemi mālie ʻia ka waihona waiwai petrochemical, a ua lohi ka hoʻolako ʻana i ka pūnaewele. Eia nō naʻe, i ka wā ma hope, ua hoʻohui ʻia kekahi mau mea hou e hoʻonui i ka hiki, hoʻomaka hou ka hāmeʻa, a hiki ke hoʻonui nui ʻia ka lako. Aia nā hōʻailona o ka hoʻonāwaliwali i lalo koi, hoʻomaka ka hoʻohaʻahaʻa ʻana i nā kauoha ʻoihana kiʻiʻoniʻoni, nāwaliwali koi, ua manaʻo ʻia ʻo ia ka PP hou, PE market shock consolidation.
I nehinei, ua piʻi ke kumukūʻai aila honua, ʻoiai ʻo ke koho ʻana o Trump iā Rubio ma ke ʻano he kākau ʻōlelo aupuni he mea maikaʻi ia no nā kumukūʻai aila. Ua lawe ʻo Rubio i kahi kūlana hawkish ma Iran, a ʻo ka hiki ke hoʻopaʻa ʻia o ka hoʻopaʻi ʻana o ʻAmelika iā Iran e hiki ke hōʻemi i ka lako aila honua e 1.3 miliona barela i kēlā me kēia lā. ʻO ka hopena, ua piʻi ke kumukūʻai o ka US a me ka aila lole, i ka hopena o ka lā, ua pani ʻia ka ʻaila US ma $68.43 no ka barela, piʻi 0.46%; Ua pani ʻia ka aila ʻaila ma $72.28 i ka barela, piʻi i ka 0.54%. Ua piʻi pōkole ke kumukūʻai aila, e hoʻonui ana i nā hāʻawi ʻana i nā wahi palaki. Ma nā ʻōlelo o ka wā e hiki mai ana, ua loli ka PP a me ka PE i kēia lā, e piʻi ana ma hope o ka haʻahaʻa haʻahaʻa, akā haʻahaʻa i ka hopena, a ua nāwaliwali ke ʻano o ka wā e hiki mai ana, e kāohi ana i nā makana wahi. Ma ke ano o ka petrochemical, mai ka la 14 o Novemaba, he 670,000 tons ka waihona o ka plastic elua barela aila, i lalo iho o 10,000 tons mai nehinei. Hoʻohaʻahaʻa i ka 1.47% hapaha ma ka hapaha, iho i ka 0.74% makahiki ma ka makahiki, hoʻemi ʻia ka waihona waiwai petrochemical, ʻaʻole nui ka nui o ka waihona waiwai, hoʻonui i nā hāʻawi wahi plastic. Ke manaʻo nei e piʻi ke kumukūʻai aila i kēia manawa, hāʻule iki ka wā e hiki mai ana, ka hakakā maikaʻi a me ka maikaʻi ʻole i ke kula, ke piʻi a hāʻule nui ke kumukūʻai plastik hou.
Mai ke kūlana kūʻai kūʻai kūʻai, ʻoi aku ka maikaʻi o nā kumukūʻai PP, i kēia lā PP uea e kaha ana i ke kumu kūʻai o 7350-7670 yuan / ton, North China linear kumu kūʻai o 7350-7450 yuan / ton, e like me nehinei. ʻO ke kumu kūʻai kiʻi ma Kina Hikina he 7350-7600 yuan/ton, ʻaʻole i hoʻololi ʻia mai nehinei. ʻO ke kumukūʻai kiʻi ma Kina Hema ʻo 7600-7670 yuan / ton, ʻo ka hāʻawi ʻana ma ka ʻāina e hoʻāʻo mālie nei i ka 20-50 yuan / ton, a ʻo ke kumukūʻai laina ma Southwest China ʻo 7430-7500 yuan / ton, ʻo ia ka mea like me nehinei.
Hāʻawi iki ka mākeke PE, ʻo ke kumu kūʻai laina laina o kēia manawa ʻo 8400-8700 yuan / ton, ʻo ke kumukūʻai laina ma North China he 8450-8550 yuan / ton, a ʻo ka haʻahaʻa haʻahaʻa he 15 yuan / ton ka haʻahaʻa ma mua o nehinei. ʻO ke kumukūʻai laina ma East China he 8550-8700 yuan / ton, a ʻo kekahi mau makana he 20 yuan / ton ke kiʻekiʻe ma mua o nehinei. ʻO ke kumukūʻai laina ma Kina Hema he 8600-8700 yuan / ton, ʻaʻole i hoʻololi ʻia mai nehinei. ʻO ke kumukūʻai laina ma ke komohana hema he 8400-8450 yuan / ton, a ʻo ka hāʻawi ʻana ma ka ʻāina he 20-50 yuan / ton. Ua piʻi iki ke kumu kūʻai o LDPE, ʻo ka hāʻawi nui ma 10320-11000 yuan/ton, ʻĀkau Kina kiʻekiʻe-puʻe hāʻawi 10320-10690 yuan/ton, haʻahaʻa haʻahaʻa haʻahaʻa i lalo 10 yuan/ton. Hikina Kina ke kaomi kiʻekiʻe 10700-10850 yuan/ton, hāʻawi haʻahaʻa haʻahaʻa i lalo o 50 yuan/ton. ʻO ke kumukūʻai kiʻekiʻe ma Kina Hema he 10680-10900 yuan / ton, ʻaʻole i hoʻololi ʻia mai nehinei. ʻO ke kumukūʻai kiʻekiʻe ma ke komohana hema he 10850-11,000 yuan / ton, a ʻo ka hāʻawi ʻana ma ka ʻāina he 100 yuan / ton.
Ma ke kaiapuni macro, ke kokoke mai nei ka manawa lua o Trump ma ke ʻano he pelekikena a ua hoʻoweliweli ʻo ia e kau i nā kumukūʻai ma nā waiwai āpau i lawe ʻia aku i ʻAmelika Hui Pū ʻIa. Ma ke alo o ka Trump hoʻoweliweli hoʻoweliweli, ua hōʻike aku nā luna o ka European Central Bank ʻaʻole hiki ke alakaʻi wale i ke kulekele tariff a Trump i ke ala hou ʻana o ka piʻi ʻana o ka home ma ʻAmelika Hui Pū ʻIa, akā hiki nō hoʻi ke hōʻeha i ka ulu ʻana o ka hoʻokele waiwai honua, ʻaʻole i kūpono i nā kumukūʻai kūʻai.
I ka hōʻuluʻulu ʻana, i kēia manawa, ʻoi aku ka nui o ka PP a me ka PE kaʻa a me ka mālama ʻana i nā mea hana, hoʻemi mālie ʻia nā mea waiwai petrochemical, a ua lohi ka hoʻolako ʻana i ka pūnaewele. Eia nō naʻe, i ka wā ma hope, ua hoʻohui ʻia kekahi mau mea hou e hoʻonui i ka hiki, hoʻomaka hou ka hāmeʻa, a hiki ke hoʻonui nui ʻia ka lako. Aia nā hōʻailona o ka hoʻonāwaliwali i lalo koi, hoʻomaka ka hoʻohaʻahaʻa ʻana i nā kauoha ʻoihana kiʻiʻoniʻoni, nāwaliwali koi, ua manaʻo ʻia ʻo ia ka PP hou, PE market shock consolidation.
Ka manawa hoʻouna: Nov-15-2024