Imakethe yamakhemikhali iyashisa!
Ukukhuphuka kwemakethe ezinyangeni ezisanda kwedlula kusabalele kuma-A-shares,
A - share inkomba yemboni yamakhemikhali hit A high new cishe eminyakeni emi-5!
Uphumelele u-Okthoba, Novemba Umholi wepuleti lokukhuphuka kwentengo yemboni yamasheya!
Njengamanje, amanani awazange aphule, muva nje imakethe futhi yabakhiqizi abahamba phambili bentengo eqoqweni bayahlanya!
Zhang!Chemical market rise strong!
Ukwenyuka kwentengo yemakethe yamakhemikhali, kuye kwasuka ekushisweni kwemakethe yamasheya kuya emakethe yamasheya.NgoNovemba, umkhakha wamakhemikhali we-a-share uye wazuza kakhulu, wenza kahle kakhulu kunenkomba ye-Shanghai Composite phezulu Imigwaqo embalwa.
Ngesonto eledlule, imakethe yendawo yamakhemikhali iqhubekile nokukhuphuka kwayo okumangalisayo. Ohlwini lwentengo yempahla ekhuphukayo neyokwehlayo, bekunezimpahla ezingama-42 ezinamapuleti amakhemikhali akhuphuka inyanga nenyanga, futhi izimpahla ezi-3 eziphezulu kwakuyi-propylene glycol (15.52%), i-bisphenol A (14.46%) kanye ne-styrene (13.15%).
Muva nje, imboni yamakhemikhali yasebenzisa lesi sinyathelo sokunciphisa i-inventory kanye nesidingo sokuthuthukiswa okuqhubekayo, ukulungisa imakethe yamakhemikhali eyayicindezelekile ekuqaleni.Muva nje, intengo yamakhemikhali amaningi ibilokhu ikhuphuka ngokuqhubekayo (ikakhulukazi igxile ku-resin, ipulasitiki, i-polyurethane, i-styrene, i-propylene oxide, i-titanium dioxide, i-soda ash neminye imikhiqizo), imboni kulindeleke ukuthi ingenise ukukhuphuka kwevolumu kanye nentengo, ingene esigabeni se-boom.
Ikhuphuka ngama-yuan angu-13000!
Ngo-2020 i-PA66 izosebenza ngokugcwele futhi!Kusuka ku-17,000 yuan/ton ngoJuni kulo nyaka, intengo ikhuphuke yafinyelela ku-30,000 yuan/ton okwamanje. Engxenyeni nje yonyaka, i-PA66 inyukele cishe ku-13,000 yuan/ton!
Ukukhiqizwa kwe-adiponitrile eFrance nase-United States kwehliswa ngokungalindelekile, futhi ukuhlinzekwa kwe-hexylenediamine kwakuqinile. Ngenxa yalokho, umthamo wamanje wokukhiqiza kanye nokuhlinzekwa kwenayiloni kwaqhubeka nokwehla, futhi ukunikezwa kwendawo kungase kuqine kakhulu kunalokho obekucatshangwa.Intengo iyaqhubeka.
Ngomhla ziyi-13 kuNovemba, i-BASF yakhipha enye incwadi yokwenyusa amanani, ithi izolungisa izintengo zemikhiqizo ye-Ultramid PA66 kanye ne-Ultradur PBT esifundeni sase-Asia-Pacific ngenxa yokwenyuka okukhulu kwamanani entengo yezinto ezingavuthiwe.Ukwenyuka okuqondile kungokulandelayo:
Umkhiqizo othuthukisiwe we-PA66 ukhuphuke ngathi u-$200 ngethani, okulingana no-RMB 1364/ton;
Umkhiqizo ongathuthukisiwe we-PA66 ukhuphuke ngathi u-$300 ngethani, okulingana no-RMB 2046/ton.
Umkhiqizo othuthukisiwe we-PBT ukhuphuke ngo-usd 150 ngethani, okulingana no-RMB 896 / ton;
Umkhiqizo ongathuthukisiwe we-PA66 ukhuphuke ngo-$200 ngethani, okulingana no-RMB 1315/ton.
Ukulungiswa kwentengo kuzoqala ukusebenza ngomhla ka-1 Disemba 2020.
UDupont ukhiphe enye incwadi yokwenyusa amanani: kusukela ngomhlaka-15 Novemba, esifundeni sase-Asia-pacific kumenyezelwe ngo-Okthoba 12 ngesisekelo sokunyuka kwentengo yenayiloni engathuthukisiwe, ekhuphuke cishe ngama-yuan angama-930 ngethani, ukwenyuka kwentengo yenayiloni okuthuthukisiwe cishe ngama-yuan angama-645/ton. .
I-Lantiqi iphinde yakhipha ukunyuka kwayo kwakamuva kwentengo ye-PA66.Intengo ye-PA66 ethuthukisiwe ikhuphuke ngo-2000 yuan/ton;
Intengo ye-PA66 engathuthukisiwe ikhuphuke ngo-3000 yuan/ton. Ukulungiswa kwentengo kuzoqala ukusebenza ngomhla ka-1 Disemba 2020.
Intengo ayisalawuleki!Izinhlobonhlobo zamakhemikhali ziyaqhubeka nokukhuphuka!
Manje isiyingi samakhemikhali sabangani ongayibona kakhulu “intengo”, “ukunikezwa akuvumelekile”, “kuphelile esitokweni”!Kuhlanya kangakanani?Bheka imikhiqizo emibili futhi uyizwe ngokuqondile!
Ngikholwa ukuthi ngikholelwa ukuthi ukholelwa ukuthi i-epoxy resin: gqama ekuphakameni okusha kweminyaka eyi-10!Akukho okulindelwe ukwehla!
Kusukela ngoNovemba, intengo ye-epoxy resin yaqala ukukhuphuka, yafinyelela ku-30,000 yuan embundwini.Ngokwedatha, i-East China liquid resin inikeza ama-29,500 yuan ~ 30,000 yuan/ton, intengo emaphakathi icishe ibe ngu-27,000 yuan/ton, igqekeza. Iminyaka engu-10 ephezulu.
Ngikholwa ukuthi I-PVC YAKHO OKUKHOLWAYO: intengo iya ngokuya iqinile!
Izintengo ze-PVC ziyaqhubeka nokukhuphuka, inkontileka yesikhathi esizayo eyinhloko ikhuphuke izinsuku ezingu-5, ukulungiswa okufushane namuhla.I-PVC ingabizwa ngokuthi owinile esigabeni samakhemikhali ngo-2020!Kusukela ngo-April kuya ku-November, intengo ye-PVC yehle kancane kuphela ngo-September, kuyilapho intengo yezinye izinyanga yavuka iyonke.Ingabe ayinelisekile ngempela hhayi umugqa!
Ngikholwa ukuthi ukhungathekile!Umfula ukhuphuka ukhuphuke ngo-8000 yuan/ton!
Ukwenyuka kwentengo emakethe yamakhemikhali ekhuphuka nomfula kuye kwahlanyisa ezinyangeni zamuva.Izinkampani ezingaphansi kwengcindezi yezindleko, zikhiphe izinhlamvu zamanani.Kuyaqondakala ukuthi ibhizinisi le-resin elimenyezelwe e-Yangzhou, imikhiqizo engaphansi intanta 4000-8000 yuan/ton!
Kuyoze kube nini amanani ayahlanya?!
Kusukela engxenyeni yesibili yonyaka, isidingo emakethe esezansi nomfula esibambezelekile ngenxa yalolu bhubhane siye sakhula kancane kancane, futhi kube nokushoda nokukhuphuka kwentengo kuma-electronics abathengi, ama-laptops, izinto zikagesi zasendlini kanye neminye imikhakha.Imikhiqizo ephansi ngaphansi kwengcindezi emibili. yokukhuphuka kwamanani entengo yezinto zokusetshenziswa kanye nokwenyuka kwesidingo somfula, intengo yawo ayilungile.

Le ngozi engazelelwe isidale ukuthi intengo yezinto ezingasetshenzisiwe inyuke ngendlela engalawuleki. Umkhuba wamanani wesikhathi esifushane usenamandla, kodwa umfutho wesikhathi esimaphakathi neside ungase ungenele.