UNovemba waphela, i-PE yezinto ezintsha yaqhubeka nokushaqeka; Ukuqina kwesidingo phansi, ukukhululwa okulinganiselwe; Isimo sengqondo semboni yokuvuselela izinto sithinteka yizici ezimbi futhi sishintsha njalo, kodwa isimo sempahla yokuvuselela izinto ze-PE kanye nohlamvu lwentengo kunzima ukuyihambisa, okuyinto engahambisani nokuziphatha kokuhweba kwemboni yokuvuselela izinto.

Okokuqala, ukusekelwa kwe-macro passivation kwezinto ezintsha ze-PE shock kwehla

Imakethe ye-polyethylene igaywe ngokuphelele ngokusekelwa okunamandla kohlangothi lwe-macro, kodwa akukho okunye ukuhola okuhle, ukwesekwa kwezindleko kuyaqhubeka nokuxega, imakethe ye-polyethylene ibuyela ezisekelweni ze-bearish, futhi intengo yemakethe iyakhuphuka futhi yehle. Izimboni ezingaphansi komhlaba zidinga nje ukuba khona, njengoba amanani emakethe ehla, izimboni ezingaphansi komhlaba ukuze zilungise isitokwe esiphansi, isitokwe sebhizinisi lokukhiqiza kanye nesitokwe sendawo yokugcina impahla yesampula yomphakathi sehle kancane, imakethe ye-polyethylene yaqala ukwakha kancane kancane isitezi.

Amanani e-PE ezinto ezintsha ayaqhubeka nokwehla, umehluko wentengo phakathi kwezinto ezintsha nezindala uyaqhubeka nokuncipha, kusukela ngoNovemba 24, umehluko wentengo phakathi kwezinto ezintsha nezindala wehle usuka ku-1200 yuan/ton, futhi ngaphansi kwengcindezi enkulu nembi, umehluko wentengo phakathi kwezinto ezintsha nezindala uzoqhubeka nokuncipha, ucindezele kakhulu ukugeleza kwezinhlayiya ezisetshenzisiwe.

Okwesibili, qala futhi uqale ukuthenga okuma kancane kancane ngama-oda e-mainstream

Umdwebo wokuqala umkhiqizo we-PE osetshenziswe kabusha

Kuleli sonto, kunomehluko ngesilinganiso sokusebenza kwamabhizinisi amafilimu ezolimo ezindaweni ezahlukene zezwe. Phakathi kwazo, izinga lokusebenza kwamabhizinisi eNyakatho-mpumalanga naseNyakatho-mpumalanga yeShayina lehle phakathi kuka-1%-5%, ikakhulukazi ngenxa yomoya obandayo eNyakatho-mpumalanga yeShayina ngaphambili, ukuphela kwesizini yamafilimu eshedini kungaphambi kwezinye izifunda, kanti izinga lokusebenza eNyakatho yeShayina lehle kancane. EMpumalanga yeShayina, eNingizimu yeShayina, Ephakathi kweShayina, eNyakatho-ntshonalanga naseNingizimu-ntshonalanga yeShayina, izinga lokusebenza kwamabhizinisi lenyuke phakathi kuka-1% no-5%.

Ngokwesimo samanje semakethe, amabhizinisi amafilimu ezolimo angama-61.40% asabambe umbono oqinile ngentengo eqondile, futhi akholelwa ukuthi umbono oqondile wamabhizinisi agcina ugesi uqinile, futhi ama-oda aqoqiwe efilimu yezolimo aqala ukwehla, ukwesekwa okuphezulu kuyabuthaka, futhi intengo yezinto zokusetshenziswa izinzile kakhulu esigabeni esilandelayo. Amabhizinisi amafilimu ezolimo angama-31.58% abambe umbono oqondile ngamanani aqondile, ekholelwa ukuthi umbono wokulinda nokubona wamabhizinisi agcina ugesi uqinile, futhi ama-oda aqoqiwe efilimu yezolimo aqala ukwehla, ukwesekwa okuphezulu kuyabuthaka, futhi intengo yezinto zokusetshenziswa izinzile kakhulu esigabeni esilandelayo. Amabhizinisi amafilimu ezolimo angama-7.02% abambe umbono oqondile ngamanani aqondile, ukuthi ukwehla okuphelele kokukhiqizwa kwamafilimu ezolimo akubonakali, kusekhona ukwesekwa kwesidingo sezinto zokusetshenziswa, futhi amanani e-polyethylene anendawo encane yokuhlola. Ngamafuphi, amabhizinisi amaningi emikhiqizo engezansi anombono ozinzile wemakethe yantambama, okuhambisana nokuziphatha kokuhweba okuphansi kwemakethe yantambama, futhi anganikeza ukwesekwa okuthile ezinhlayiyeni ezisetshenzisiwe.

Okwesithathu, isimo sengqondo esibi embonini yokuvuselela asizinzile

Njengamanje, insimu yokuvuselela, ukusabalala kwemizwa ye-bearish, ukwesekwa kwe-bearish kuncane kakhulu, i-Xiaobian ekubikezelweni kwengqondo yemakethe ye-PE yokuvuselela, u-39.97% ubheka ingqondo ukuze ubone ukuzinza, u-50.86% wengqondo ye-bearish, u-8.63% we-bullish ofanele. Ngaphansi kwesimo se-off-season, ukuthengwa kwezinto zokusetshenziswa yizimboni zemikhiqizo engezansi kwehle kakhulu, futhi intengo yezinto ezintsha i-PE yehle kakhulu, yize umehluko wentengo phakathi kwezinto ezintsha nezindala usesebangeni elingaphezu kuka-1,000 yuan ngethani, kodwa umehluko wentengo phakathi kwezinto ezintsha nezindala awanele emakethe yesikhathi esizayo, futhi umehluko wentengo phakathi kwezinto ezintsha nezindala uzoqhubeka nokuncipha. Ukululama komnotho wasekhaya nowangaphandle kuhamba kancane, ama-oda efektri yemikhiqizo engezansi kwesizini angase abe nzima ukuyithola, ukwakhiwa akuphezulu ekuthengweni kwezinto zokusetshenziswa kubuthakathaka. Ngokusekelwe ezizathwini ezingenhla, imboni yokuvuselela inesimo sengqondo se-bearish mayelana nemakethe yesikhathi esizayo.

Ngamafuphi, ukwanda kwamuva nje emkhakheni, bonke abathintekayo ochungechungeni lwezimboni banezinguquko ezinkulu noma ezincane, kodwa ibhizinisi lokuvuselela liqaphile kakhulu, lihambisana nokusekelwa kohlangothi lwezindleko, ibhizinisi lezinhlayiya zokuvuselela ukusebenza okuzinzile, imakethe yesikhathi esizayo izoqhubeka nokuzinzisa imakethe, isivinini sezimpahla sihamba kancane. I-Fujian high pressure white pass primary particle main reference 6200-6300 yuan/ton, i-Hebei low pressure Wahaha okuvamile okuchotshozwayo main reference main 4400 yuan/ton, i-Hebei high pressure white pass primary particle main reference 6100-6300 yuan/ton, i-Hebei Wahaha white particle main reference 5900-6000 yuan/ton, i-Juxian EVA granulation main reference price 6000-6200 yuan/ton.