Ngo-2023, imakethe ye-MMA yabhekana namagagasi amane ezimakethe ezikhulayo ezibanzi, ikakhulukazi ngenxa yokucatshangelwa okuyisisekelo kokunqamula umkhuba ojwayelekile, njengokungezelela ezingozini zokulungiswa kwefekthri, okuhambisana nokupaka okungazelelwe, ukuhlinzekwa kwemakethe kwaqina ukuze kusekelwe imakethe eminingi. izikhathi phezulu, lapho imakethe yase-East China iphule "i-12000" noma ngaphezulu ukuphakama izikhathi ezine, ukuphela komhlangano wemakethe, inkomba yemakethe yase-East China engu-12800 yuan/ton eduze. I-2024 ivula yonke indlela ebomvu, ukuphakama okusha, kusukela ngoJanuwari 9, imakethe yaseMpumalanga ye-China ngo-13,100 yuan/ton kusukela inani lentengo eseduze, kusekhona okunikezwayo okuphezulu, imakethe yaseNingizimu China yezwa ukuthi amanani athile aphezulu adayiswa 14,000 yuan/ton noma ngaphezulu.

Njengoba kubonakala kulesi sibalo esingenhla, imakethe ikhuphuke kakhulu kusukela ngoDisemba 2023, inomkhuba okhuphukayo obanzi, futhi intengo iqhubeke idlula endaweni ephezulu, futhi intengo yokuvula ngo-2024 ifinyelele phezulu entsha ngonyaka, iphinde ivuselele ukuqashelwa kwemboni.

1, ukukhathazeka okuyinhloko kwemakethe ekhulayo: Izinga lokusebenzisa umthamo wefekthri ye-MMA liphansi

Kusukela ngo-2023, izinga lokusebenzisa amandla embonini ye-MMA lisahleli ku-40% -60%, eliphansi uma kuqhathaniswa, futhi izinga lokusebenzisa amandla liye lehla kakhulu kusukela ngoDisemba kuya kuJanuwari 2024, okuyisici esibaluleke kakhulu esidala ukuthi imakethe ikhule. vuka.

2. Ukukhathazeka 2: Ubudlelwano bokunikezwa kwesifunda kanye nesidingo, isiqondiso sokuhlinzeka nokushintsha komehluko wamanani

Ngo-2023, umehluko wentengo phakathi kwe-East China ne-South China wehla, phakathi kwawo amathani angama-305,000 omthamo omusha wokukhiqiza angezwe phakathi nonyaka, amathani ayi-100,000 eNyakatho-mpumalanga yeChina, amathani ayi-120,000 eNingizimu China kanye namathani angama-85,000 eMpumalanga China. Ngemuva kokukhula kwamandla okukhiqiza, imodi yezokuthutha engashintshi phakathi kwezifunda, ubudlelwano bomehluko wamanani, kanye nobudlelwano bokuhlinzeka nesidingo phakathi kwezifunda ezahlukahlukene. Isibonelo, inyakatho-mpumalanga ayisathumeli imikhumbi eSouth China, futhi umehluko wamanani wesifunda uyalandisa. Njengoba kubonakala kuleli thebula elilandelayo, inzuzo ye-arbitrage yaseMpumalanga naseNingizimu China iye yaba buthaka kancane kancane, ikakhulukazi ngenxa yezinguquko ekuhlinzekeni kwesifunda kanye nobudlelwane besidingo.

Ezinye izigaba zesilinganiso sokusetshenziswa kwamandla embonini ye-MMA zihlobene eduze nezinga lokusetshenziswa kwamandla e-acrylonitrile, okuphinde kube yisici esithinteka kakhulu ngo-2023, futhi ukuhlinzeka kanye nesidingo kubusa umkhuba wemakethe ye-MMA, kanye nomthelela wokuqalisa idivayisi- phezulu yiyona esobala kakhulu. Ngemuva kwezici ezithinta ukuqala komsebenzi ngaphezu kwezimo ezingalindelekile, kukhona futhi ingcindezi elethwa isimo senzuzo yemikhiqizo yamaketanga ezimboni ngemuva kokulungisa kabusha okuhleliwe, njengokwehluka kwenzuzo ye-acrylonitrile ngezikhathi ezithile, kanye nokuqala ukwehla.

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

Okuyisisekelo njengento eyinhloko ethinta intengo, kufanelekile ukunakwa, isizathu esiyinhloko sokuthi imakethe ikhuphuke izikhathi eziningi ngo-2023 ukusekelwa kokuhlinzekwa, isizini engasebenzi ayibuthakathaka, inkathi ephezulu ayichumi, futhi izinguquko eziyisisekelo ziphule ukucabanga okuvamile. Njengesidingo se-off-season ngekota yesine, ukuphela konyaka kuvame ukukhanya, futhi umhlangano uphela ekupheleni kuka-2023.

Emakethe yesikhathi esifushane, isimo sokushoda kwempahla kunzima ukudambisa ngokuphelele, ezinye izimboni zibambezeleka ukuqalisa kabusha, ukufika kwengxenye yomkhumbi ethekwini kuyabambezeleka, kanye nenkambiso yemakethe noma ukugcina ithoni eqinile. Qhubeka nokunaka izinguquko eziguquguqukayo zemishini kanye namandla okuhweba phansi.