Ngo-2023, imakethe ye-MMA yabhekana namagagasi amane ezimakethe ezikhulayo, ikakhulukazi ngenxa yezinto eziyisisekelo zokuphula umkhuba ojwayelekile, njengokwengeza ezingozini zokulungisa ezihleliwe efektri, ezihambisana nokupaka okungazelelwe, ukunikezwa kwemakethe kwaqiniswa ukusekela imakethe izikhathi eziningi, lapho imakethe yaseMpumalanga China yadlula khona “ukuphakama okungu-12000″ noma ngaphezulu izikhathi ezine, ukuphela kwemakethe kwanda, imakethe yaseMpumalanga China ibhekisela ku-12800 yuan/ton eduze. U-2024 wavula yonke indlela ebomvu, ukuphakama okusha, kusukela ngoJanuwari 9, imakethe yaseMpumalanga China ikuma-yuan/ton angu-13,100 kusukela ngentengo ye-surface, kusenezinye izipesheli eziphakeme, imakethe yaseNingizimu China yezwa ukuthi amanye amanani aphezulu ahweba ku-14,000 yuan/ton noma ngaphezulu.

Njengoba kungabonakala esithombeni esingenhla, imakethe ikhuphuke kakhulu kusukela ngoDisemba 2023, ngokuthambekela okubanzi okukhuphukayo, futhi intengo iqhubeke nokudlula ezingeni eliphezulu, futhi intengo yokuqala ngo-2024 ifinyelele ezingeni eliphezulu elisha ngonyaka, okuvuselela futhi ukuqonda kwemboni.

1, ukukhathazeka okuyinhloko kwemakethe ekhulayo: Izinga lokusetshenziswa kwamandla efektri ye-MMA liphansi

Kusukela ngo-2023, izinga lokusetshenziswa kwamandla embonini ye-MMA lihlale ku-40%-60%, okuphansi kakhulu, kanti izinga lokusetshenziswa kwamandla liye lehla kakhulu kusukela ngoDisemba kuya kuJanuwari 2024, okuyisici esibaluleke kakhulu esibangela ukuba imakethe ikhuphuke.

2. Ukukhathazeka 2: Ubudlelwano bokuphakelwa kanye nesidingo sesifunda, indlela yokuphakelwa kanye noshintsho lomehluko wamanani

Ngo-2023, umehluko wamanani phakathi kweMpumalanga China neNingizimu China wancipha, phakathi kwawo kwanezelwa amathani angu-305,000 omthamo omusha wokukhiqiza phakathi nonyaka, amathani ayi-100,000 eNyakatho-mpumalanga yeChina, amathani ayi-120,000 eNingizimu China kanye namathani angu-85,000 eMpumalanga China. Ngemuva kokukhula komthamo wokukhiqiza, indlela yokuhamba ehleliwe phakathi kwezifunda, ubudlelwano bomehluko wamanani, kanye nobudlelwano bokuphakelwa kanye nesidingo phakathi kwezifunda ezahlukene kwaphulwa. Isibonelo, inyakatho-mpumalanga ayisathumeli imikhumbi eNingizimu China, futhi umehluko wamanani wesifunda uyalandisa. Njengoba kungabonakala etafuleni elilandelayo, inzuzo ye-arbitrage yeMpumalanga neNingizimu China iye yancipha kancane kancane, ikakhulukazi ngenxa yezinguquko ebudlelwaneni bokuphakelwa kanye nesidingo sesifunda.

Ezinye izigaba zendlela yokusetshenziswa kwamandla embonini ye-MMA zihlobene kakhulu nezinga lokusetshenziswa kwamandla le-acrylonitrile, okuyisici esibaluleke kakhulu ngo-2023, futhi ukuhlinzekwa kanye nesidingo kubusa indlela yokusetshenziswa kwamandla ye-MMA, futhi umthelela wokuqaliswa kwamadivayisi usobala kakhulu. Ngemuva kwezici ezithinta ukuqala komsebenzi ngaphezu kwezimo ezingalindelekile, kukhona futhi ingcindezi ebangelwa isimo senzuzo yemikhiqizo yeketanga lezimboni ngemuva kokulungiswa okuhleliwe, njengomehluko wenzuzo ye-acrylonitrile ngezikhathi ezithile, kanye nokuqala kokwehla.

4, ukugxila 4: Izinguquko eziyisisekelo ziphula ukucabanga okuvamile muva nje imakethe ibilokhu iphakeme

Izinto eziyisisekelo njengesici esiyinhloko esithinta intengo, kufanele ziqashelwe, isizathu esiyinhloko sokuthi imakethe ikhuphuke kaningi ngo-2023 ukwesekwa kokunikezwa, isikhathi sokuphumula asibuthakathaka, isikhathi sokuphumula asiphumeleli, futhi izinguquko eziyisisekelo ziphule ukucabanga okuvamile. Njengokufunwa kwesizini yokuphumula kwikota yesine, ukuphela konyaka kuvame ukuba lula, futhi ukuhlangana kuphele ekupheleni kuka-2023.

Emakethe yesikhashana, isimo sokuntuleka kokunikezwa kwempahla kunzima ukusiqeda ngokuphelele, amanye amafektri abambezeleka ukuqala kabusha, ukufika kwempahla engaphelele komkhumbi echwebeni kuyabambezeleka, kanye nomkhuba wemakethe noma ukugcina ithoni eqinile. Qhubeka unake izinguquko eziguquguqukayo zemishini kanye nokuguquguquka kokuhweba phansi.