I kēia manawa, ʻoi aku ka nui o nā mea hana kaʻa a me ka mālama ʻana o PP a me PE, ua hoʻemi mālie ʻia ka waihona petrochemical, a ua lohi ka hoʻolako ʻana ma ke kahua. Eia nō naʻe, i ka wā ma hope, ua hoʻohui ʻia kekahi mau mea hana hou e hoʻonui i ka mana, hoʻomaka hou ka mea hana, a hiki ke hoʻonui nui ʻia ka lako. Aia nā hōʻailona o ka nāwaliwali o ke koi ma lalo, ua hoʻomaka nā kauoha ʻoihana kiʻiʻoniʻoni mahiʻai e emi iho, nāwaliwali ke koi, e manaʻo ʻia ana ʻo ia ka hoʻohui ʻana o ka mākeke PP, PE.
I nehinei, ua piʻi aʻe nā kumukūʻai aila honua, ʻoiai ʻo ke koho ʻana o Trump iā Rubio ma ke ʻano he kākau ʻōlelo mokuʻāina he mea maikaʻi ia no nā kumukūʻai aila. Ua lawe ʻo Rubio i kahi kūlana hawkish ma luna o Iran, a ʻo ka hiki ke hoʻopaʻi ʻia e US e kūʻē iā Iran e hōʻemi i ka lako aila honua ma 1.3 miliona barela i kēlā me kēia lā. ʻO ka hopena, ua piʻi ke kumukūʻai o ka ʻaila US a me ka 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 ʻaila maka ma $72.28 no ka barela, piʻi 0.54%. Ua piʻi pōkole nā kumukūʻai aila, e hoʻonui ana i nā hāʻawi kiko plastik. Ma ke ʻano o nā wā e hiki mai ana, ua loli nā wā e hiki mai ana o PP a me PE i kēia lā, e piʻi ana ma hope o ka wehe haʻahaʻa, akā ua emi iho i ka hopena, a ua nāwaliwali ke ʻano o ka wā e hiki mai ana, e kāohi ana i nā hāʻawi kiko plastik. Ma ke ʻano o ka petrochemical, i ka lā 14 o Nowemapa, ʻo ka waihona o nā barela ʻaila ʻelua plastik he 670,000 tons, i lalo he 10,000 tons mai nehinei. I lalo o 1.47% hapaha ma ka hapaha, i lalo o 0.74% makahiki ma ka makahiki, emi ka waihona petrochemical, ʻaʻole nui ke kaomi o ka waihona, hoʻonui i nā hāʻawi wahi plastik. Manaʻo ʻia e piʻi aʻe ke kumukūʻai aila o kēia manawa, hāʻule iki ka wā e hiki mai ana, ʻo ka paio maikaʻi a me ka maikaʻi ʻole ma ke kahua, ʻo ke kumukūʻai plastik i hala koke nei e piʻi a hāʻule nui.
Mai ke kūlana hāʻawi mākeke, ua bullish hapa nā kumukūʻai PP, i kēia lā ʻo ke kumukūʻai huki uea PP nui o 7350-7670 yuan/ton, ʻo ke kumukūʻai linear Kina ʻĀkau o 7350-7450 yuan/ton, like me nehinei. ʻO ke kumukūʻai huki ma Kina Hikina he 7350-7600 yuan/ton, ʻaʻole i loli mai nehinei. ʻO ke kumukūʻai huki ma Kina Hema he 7600-7670 yuan/ton, ke nānā mālie nei ka hāʻawi ma ka ʻāina i 20-50 yuan/ton, a ʻo ke kumukūʻai linear ma Kina Hema Hema he 7430-7500 yuan/ton, like me nehinei.
Piʻi iki aʻe nā hāʻawi mākeke PE, ʻo ke kumukūʻai linear mainstream o kēia manawa he 8400-8700 yuan/ton, ʻo ke kumukūʻai linear ma Kina ʻĀkau he 8450-8550 yuan/ton, a ʻo ka hāʻawi haʻahaʻa he 15 yuan/ton haʻahaʻa ma mua o nehinei. ʻO ke kumukūʻai linear ma Kina Hikina he 8550-8700 yuan/ton, a ʻoi aku ke kiʻekiʻe o kekahi mau hāʻawi he 20 yuan/ton ma mua o nehinei. ʻO ke kumukūʻai linear ma Kina Hema he 8600-8700 yuan/ton, ʻaʻole i loli mai nehinei. ʻO ke kumukūʻai linear ma ka ʻāpana komohana hema he 8400-8450 yuan/ton, a piʻi iki aʻe ka hāʻawi ma ka ʻāina he 20-50 yuan/ton. Piʻi iki aʻe ke kumukūʻai LDPE, ʻo ka hāʻawi mainstream ma 10320-11000 yuan/ton, ʻo ka hāʻawi kiʻekiʻe o Kina ʻĀkau he 10320-10690 yuan/ton, a emi iki ka hāʻawi haʻahaʻa he 10 yuan/ton. ʻO ke kaomi kiʻekiʻe ma ka Hikina Kina he 10700-10850 yuan/ton, ua emi iki ka hāʻawi haʻahaʻa he 50 yuan/ton. ʻO ke kumukūʻai kaomi kiʻekiʻe ma Kina Hema he 10680-10900 yuan/ton, ʻaʻole i loli mai nehinei. ʻO ke kumukūʻai kaomi kiʻekiʻe ma ka ʻāpana komohana hema he 10850-11,000 yuan/ton, a ua piʻi iki ka hāʻawi ma ka ʻāina he 100 yuan/ton.
Ma ke kaiapuni macro, ke kokoke mai nei ka lua o ka manawa o Trump ma ke ʻano he pelekikena a ua hoʻoweliweli ʻo ia e kau i nā ʻauhau ma nā waiwai āpau i hoʻouna ʻia aku i ʻAmelika Hui Pū ʻIa. I ke alo o ka hoʻoweliweli ʻauhau a Trump, ua ʻōlelo aʻo nā luna o ka European Central Bank ʻaʻole hiki i ke kulekele ʻauhau a Trump ke alakaʻi wale i ka hoʻi hou ʻana o ka hoʻonui ʻana o nā kumukūʻai kūloko ma ʻAmelika Hui Pū ʻIa, akā hiki nō hoʻi ke hōʻeha i ka ulu ʻana o ka hoʻokele waiwai honua, kahi mea i kūpono ʻole i nā kumukūʻai waiwai.
I ka hōʻuluʻulu manaʻo, i kēia manawa, ʻoi aku ka nui o nā mea hana kaʻa a me ka mālama ʻana o PP a me PE, ua hoʻemi mālie ʻia nā waihona petrochemical, a ua lohi ke kaomi lako ma ke kahua. Eia nō naʻe, i ka wā ma hope, ua hoʻohui ʻia kekahi mau mea hana hou e hoʻonui i ka hiki, hoʻomaka hou ka mea hana, a hiki ke hoʻonui nui ʻia ka lako. Aia nā hōʻailona o ka nāwaliwali o ke koi ma lalo, ua hoʻomaka nā kauoha ʻoihana kiʻiʻoniʻoni mahiʻai e emi iho, nāwaliwali ke koi, e manaʻo ʻia ana ʻo ia ka hoʻohui ʻana o ka mākeke PP, PE.
Ka manawa hoʻouna: Nov-15-2024