UNovemba waphela, izinto ezintsha ze-PE zaqhubeka nokushaqeka phansi; Ukuqina kwesidingo somfula, ukukhululwa okulinganiselwe; Isimo sengqondo semboni yokuvuselela kabusha siphinde sithintwa yizici ezingezinhle futhi zishintsha njalo, kodwa isimo sezimpahla ze-PE sokugaywa kabusha kanye nenani lezinhlamvu kunzima ukuhambisa, okungahambisani nokuziphatha kokuhweba kwemboni yokuvuselela.
Okokuqala, ukwesekwa kwe-macro passivation impahla entsha ye-PE yehla
Imakethe ye-polyethylene igaywe ngokugcwele kusukela ekusekelweni okuqinile kwehlangothini elikhulu, kodwa akukho okunye ukuhola okuhle, ukusekelwa kwezindleko kuyaqhubeka nokuxega, imakethe ye-polyethylene ibuyela ezintweni eziyisisekelo ze-bearish, futhi intengo yemakethe ikhuphuka futhi yehle. Izimboni ezisezansi nomfula zidinga ukuba zisekhona, ngokwehla kwamanani emakethe, amafekthri aphansi komfula ukuze enze isitoko esiphansi, uhlu lwamabhizinisi okukhiqiza kanye nohlu lwamasampula omphakathi agcina impahla luphansi kancane, imakethe ye-polyethylene yaqala ukwakha kancane kancane.
Izintengo ze-PE zezinto ezintsha ziyaqhubeka nokwehla, umehluko wentengo phakathi kwezinto ezintsha nezindala uyaqhubeka uncipha, kusukela ngoNovemba 24, umehluko wentengo phakathi kwezinto ezintsha nezindala uwile ku-1200 yuan/ton, futhi ngaphansi kwengcindezi engalungile enkulu, umehluko wamanani phakathi kwezinto ezintsha nezindala uzoqhubeka ube mncane, ucindezele nakakhulu ukuhamba kwezinhlayiya ezigaywe kabusha.
Okwesibili, qalisa phansi futhi uqale ukuthenga kokuthenga ngama-oda we-mainstream
Umdwebo wokuqala womkhiqizo we-PE owenziwe kabusha
Kuleli sonto kunomehluko ngezinga lokusebenza kwamabhizinisi amafilimu ezolimo ezifundeni ezahlukene zezwe. Phakathi kwazo, izinga lokusebenza kwamabhizinisi aseNyakatho-mpumalanga naseNyakatho neChina lehle phakathi kuka-1% -5%, ikakhulukazi ngenxa yomoya obandayo eNyakatho-mpumalanga yeChina ngaphambili, ukuphela kwesizini yefilimu echithiwe kungaphambi kwesikhathi kunezinye izifunda, futhi izinga lokusebenza INorth China yehle kancane. EMpumalanga China, eNingizimu China, eChina Emaphakathi, eNyakatho-ntshonalanga naseNingizimu-ntshonalanga yeChina, izinga lokusebenza kwamabhizinisi lenyuke phakathi kuka-1% no-5%.
Ngokwesimo samanje semakethe, u-61.40% wamabhizinisi amafilimu ezolimo asabambe umqondo ozinzile ngentengo eqondile, futhi akholelwa ukuthi umbono we-waand-see wamabhizinisi amatheminali uqinile, futhi imiyalo eqoqiwe yefilimu yezolimo iqala ukuncipha, ukwehla komfula. ukwesekwa kuba buthaka, futhi intengo yezinto zokusetshenziswa izinzile ikakhulukazi esigabeni sakamuva. U-31.58% wamabhizinisi amafilimu ezolimo anomqondo ongaqinile ezintengoni eziqondile, ekholelwa ukuthi isimo sengqondo sokulinda nokubona sezinkampani ezigcina imali siqinile, futhi imiyalo eqoqiwe yefilimu yezolimo iqala ukwehla, ukwesekwa komfula kuyancipha, futhi intengo izinto zokusetshenziswa zizinzile ikakhulukazi esigabeni sakamuva. I-7.02% yamabhizinisi amafilimu ezolimo abambe isimo sengqondo se-bullish ngamanani aqondile, ukuthi ukwehla okuphelele kokukhiqizwa kwefilimu yezolimo akubonakali, kusekhona ukusekelwa kwesidingo sempahla eluhlaza, futhi amanani e-polyethylene anendawo encane yokuhlola. Kafushane, amabhizinisi amaningi emikhiqizo esezingeni eliphansi abamba umbono ozinzile wemakethe yantambama, okulungele ukuziphatha kokuhweba okuphansi komfula wemakethe yantambama, futhi anganikeza ukusekelwa okuthile ezinhlayiyeni ezigaywe kabusha.
Okwesithathu, isimo sengqondo semboni yokuvuselela kabusha esingesihle asizinzile
Njengamanje, inkambu yokuvuselela, ukusabalala kwemizwelo ye-bearish, ukwesekwa kwe-bearish kuncane kakhulu, i-Xiaobian ekubikezelweni kwemakethe yemakethe ye-PE yokuvuselelwa kabusha, i-39.97% ibheka ingqondo ukuze ibone ukuzinza, i-50.86% ye-mentality bearish, i-8.63% efanele i-bullish. Ngaphansi kwesimo sesizini engasebenzi, ukuthengwa kwezinto zokusetshenziswa ngamafekthri emikhiqizo esezansi nomfula kwehle kakhulu, futhi intengo yezinto ezintsha ze-PE iye yehla, nakuba umehluko wentengo phakathi kwezinto ezintsha nezindala usesebangeni elingaphezu kuka-1,000 yuan. ngethani ngalinye, kodwa umehluko wentengo phakathi kwezinto ezintsha nezindala awanele emakethe yesikhathi esizayo, futhi umehluko wentengo phakathi kwezinto ezintsha nezindala uzoqhubeka ube mncane. Ukusimama komnotho wangaphakathi nakwamanye amazwe kuhamba kancane, ama-oda efekthri yomkhiqizo ongasezansi nesizini angase abe nzima kakhulu ukuwathola, ukwakhiwa akuphezulu ekuthengeni izinto zokusetshenziswa kubuthakathaka. Ngokusekelwe kuzizathu ezingenhla, imboni yokuvuselela inombono we-bearish maqondana nemakethe yesikhathi esizayo.
Kafushane, ukwanda kwakamuva emkhakheni, zonke izinhlangothi zochungechunge lwezimboni zinezinguquko ezinkulu noma ezincane, kodwa ibhizinisi lokuvuselela liqaphe kakhulu, lihambisana nokusekelwa kohlangothi lwezindleko, ibhizinisi lokuvuselela izinhlayiya ezizinzile, imakethe yesikhathi esizayo. izoqhubeka nokusimamisa imakethe, ijubane lezimpahla lihamba kancane. I-Fujian high pressure white pass primary mainstream reference 6200-6300 yuan/ton, i-Hebei low pressure Wahaha impahla evamile echotshozwayo eyinkomba engu-4400 yuan/ton, i-Hebei high pressure white pass primary mainstream inreference price 6100-6300 yuan/ton, Hebei Wahaha white izinhlayiyana intengo yesithenjwa evamile 5900-6000 yuan/ton, Juxian EVA intengo yesithenjwa evamile yembudumbudu 6000-6200 yuan/ton.
Isikhathi sokuthumela: Nov-29-2023