Ngo-2023, ngenxa yokuguquguquka kwentengo yemakethe yedizili yaseShayina, kuye kwanda okubili okuphawulekayo okulindelwe, kunokuba kube yisikhathi esiphezulu, kusukela ngoDisemba 11, intengo yemakethe yedizili engu-7590 yuan/ton, ikhuphuke ngo-0.9% kusukela ekuqaleni konyaka, yehle ngo-5.85% unyaka nonyaka, intengo yonyaka engu-7440 yuan/ton, yehle ngo-8.3% unyaka nonyaka. Kusukela ekuqaleni kwalo nyaka, intengo yonyaka yeBrent engu-82.42 US dollars/barrel, yehle ngo-17.57%, ukwehla kukawoyela ongahluziwe kuphakeme kakhulu kunekawoyela ongahluziwe, kanti uhlangothi lokuhlinzekwa kanye nesidingo lusekela intengo kawoyela ongahluziwe kangcono kunowoyela ongahluziwe.
Ukusabalala kwentengo ye-cracker kadizili ka-2023 kusese phezulu kunesikhathi esifanayo ngonyaka odlule isikhathi esiningi, kusukela ngoSepthemba ngokwehla kwamanani emakethe, ukusabalala kwentengo ye-cracker kwaqala ukwehla, inzuzo yokuthengisa ngokuphambene nalokho, kusukela ngo-2023 ukukhiqizwa kwedizili yasekhaya kanye nenzuzo yokuthengisa kungadluliselwa kanjani? Ikusasa lizothuthuka kanjani?
Kulo nyaka, intengo kawoyela wedizili iqale ngamandla, kusukela esitokweni esiphansi ekuqaleni konyaka, kanye nokulindela okuhle ngemva kokuphela kobhubhane, ukuvula i-overdraft yesitoko kusenesikhathi, bese isidingo singaphansi kwalokho obekulindelwe, intengo kawoyela wedizili yehle cishe ngama-yuan angu-300/ton ngoMashi, ukwehla kukhulu kakhulu kunophethiloli, ngenxa yokuthi isitokweni sikadizili sakuqala sasinezinto eziningi ezithengiswayo ohlangothini oluphezulu, futhi intengo yehla lapho izitolo eziphakathi nezingezansi zilahla izimpahla eziningi. Ngo-Ephreli, uhlangothi lwezindleko luyisizathu esiyinhloko sokusekela ukwenyuka kwentengo, ukunciphisa okwengeziwe kwemikhiqizo ye-OPEC+ kwasheshe kwadonsa amanani kawoyela wamazwe ngamazwe angaphezu kuka-7%, umkhawulo wentengo yemikhiqizo kawoyela ocwengekile nawo wamukele ukwenyuka okukhulu kakhulu kwama-yuan/ton angaphezu kuka-500 ngonyaka, okusekela ukwenyuka kwentengo kadizili, kodwa isidingo sekwephuzile kunzima ukusekela ukwenyuka kwaqala ukungena emgudwini ophansi, sehle saya kuma-yuan/ton angu-7060 ngoJuni 30. Intengo yefektri ezimele yaseShandong yehle ngaphansi kwama-yuan/ton angu-7,000 ngoJuni, kanti intengo ejwayelekile yehle yaya endaweni ephansi kakhulu yama-yuan/ton angu-6,722 ngoJuni 28. NgoJulayi, njengoba ukusabalala kwentengo okuqhekeka kwehla kuya ezingeni eliphakathi kweminyaka eyishumi, abahwebi baqala ukuvula izikhundla kusengaphambili, futhi intengo yenyuka yaya phansi kokubuya okulindelekile, ngokunyuka okufika kuma-yuan/ton angu-739 ngenyanga. Kusukela ngo-Agasti kuya kuSepthemba, ingqondo kanye nesidingo kwasekela ukuguquguquka okukhulu kwentengo kawoyela, kusukela ngo-Okthoba, intengo yaqala ukwehla, futhi intengo eyayikhuphuke kusengaphambili nayo yehla kusengaphambili. NgoNovemba, njengoba intengo yehla yaya ezingeni lezindleko zezinye izindawo zokuhluza, izindawo zokuhluza zaqala ukunciphisa umthwalo, kanti izinkampani ezinkulu nazo zanciphisa uhlelo lokukhiqiza ngokwezinto ezibalwe kanye nokulindela kwazo. Ukukhiqizwa okuphelele kukaphethiloli kanye nedizili ngoNovemba kwakuphansi kakhulu esikhathini esifanayo kusukela ngo-2017, okusekela amanani, lapho uwoyela ongahluziwe wehle ngamaphesenti angu-7.52 kanti udizili wehle ngamaphesenti angu-3.6 kuphela. NgoDisemba, ukukhiqizwa kukadizili kusalindeleke ukuthi kube kuphansi kakhulu esikhathini esifanayo kusukela ngo-2017, futhi kusekhona ukwesekwa okuqinile kwamanani.
Kusukela ngo-2023, umehluko ojwayelekile wentengo yokuqhuma kwedizili efektri ezimele yaseShandong ungama-yuan angu-724/ton, ukhuphuke ngo-5.85% uma kuqhathaniswa nesikhathi esifanayo ngo-2022, unyaka ukhombisa ukuthambekela okubuthakathaka ngaphambi kwenkathi enamandla, ingxenye yokuqala yonyaka iphakeme kakhulu kunesikhathi esifanayo ngonyaka odlule, uSepthemba waqala ukwehla kunezinga lonyaka odlule, ukuthambekela kuhlukile kunesikhathi esifanayo ngonyaka odlule, isizini ephezulu yehle, isikhathi sokuphumula senyuke, sihlukile emthethweni wesikhathi sokuphumula eminyakeni edlule.
Kusukela ngoDisemba, ukusabalala kwentengo ye-cracker kadizili kukhuphuke ngokushesha, kwafika ku-1013 yuan/ton ngoDisemba 7, ukusabalala kwentengo ye-cracker ekhuphuka ngokushesha ngesikhathi sokusetshenziswa, ukucindezelwa kwezinsizakusebenza zesikhashana zokukhiqizwa okuphansi kukawoyela kadizili kanye nentengo ephezulu ye-oda lomkhumbi nakho kuthinte isidingo sokuthengwa kwamanye amabhizinisi okuhweba, futhi ukuthengiselana kwe-oda lomkhumbi kwehliswe kakhulu. Futhi ukwanda kokunikezwa kwale nyanga kunqunyelwe yizinto zokusetshenziswa, ukukhuphuka kungaba kuncane, yize ezinye izindawo zokuhlanza eShandong zingasebenzisa ingxenye yesabelo sonyaka ozayo kusengaphambili, kodwa idokhumenti yenani elivunyelwe lika-2024 kulindeleke ukuthi likhishwe ngaphambi kuka-25, isengezo sezinto zokusetshenziswa sincane kakhulu, njengoba enyakatho iphola kakhulu, isidingo kulindeleke ukuthi sehle, ukungalingani phakathi kokunikezwa nesidingo kuzolungiswa kancane kancane, abanye abadayisi sebeqalile ukunciphisa ukusabalala kokuqhekeka, i-Bearish forward diesel. Kulindeleke ukuthi ngoJanuwari ngonyaka ozayo, njengoba ukushoda kwezinto zokusetshenziswa zokuhlanza kuxazululwa, ukunikezwa kulindeleke ukuthi kukhuphuke, futhi intengo yedizili kanye nomehluko wentengo yokuqhekeka kucindezelwe ngezinga elithile, futhi ukudluliselwa kwenzuzo kuzodluliselwa kancane kancane ekugcineni kokuthengisa.
Isikhathi sokuthunyelwe: Disemba 14-2023