1,Halin kasuwa: daidaitawa da tashi bayan ɗan gajeren raguwa
Bayan hutun ranar Mayu, kasuwar epoxy propane ta sami ɗan raguwa, amma sai ta fara nuna yanayin daidaitawa da ɗan ɗanɗana sama.Wannan canjin ba na haɗari ba ne, amma abubuwa da yawa sun rinjaye shi.Da fari dai, a lokacin hutu, ana taƙaita kayan aiki kuma ana samun raguwar ayyukan ciniki, wanda ke haifar da tsayayyen raguwar farashin kasuwa.Sai dai kuma da karshen biki, kasuwar ta fara farfadowa, kuma wasu kamfanonin samar da kayayyaki sun kammala kula da su, lamarin da ya haifar da raguwar samar da kasuwa da kuma hauhawar farashin kayayyaki.
Musamman, ya zuwa ranar 8 ga Mayu, farashin tsohon masana'antu na yau da kullun a yankin Shandong ya tashi zuwa yuan 9230-9240, karuwar yuan / ton 50 idan aka kwatanta da lokacin hutu.Ko da yake wannan canjin ba shi da mahimmanci, yana nuna canjin ra'ayi na kasuwa daga kasancewa mai raɗaɗi zuwa yin hankali da kyakkyawan fata..
2,Samar da Gabashin China: Halin da ake ciki yana samun sauƙi a hankali
Daga bangaren samar da kayayyaki, an fara sa ran cewa shukar HPPO ton 400000 na Ruiheng New Materials zai ci gaba da aiki bayan hutun, amma an sami jinkiri a ainihin halin da ake ciki.A lokaci guda kuma, an rufe shukar PO/SM na 200000 ton/shekara na Sinochem Quanzhou na ɗan lokaci a lokacin hutun kuma ana sa ran zai dawo daidai a tsakiyar wata.Adadin ƙarfin amfani da masana'antu na yanzu shine 64.24%.Yankin gabashin kasar Sin har yanzu yana fuskantar matsalar karancin isassun kayayyakin da ake bukata a cikin gajeren lokaci, yayin da kamfanonin da ke karkashin ruwa ke da karancin bukatu bayan sun koma bakin aiki bayan hutun.A halin da ake ciki inda aka sami babban banbancin farashi tsakanin arewa da kudancin epoxy propane, rabon kayayyaki daga arewa zuwa kudu yadda ya kamata ya rage matsi da masana'antu ke tarawa a arewa lokacin hutu, kasuwa ta fara juyawa daga arewa. mai rauni zuwa ƙarfi, tare da ɗan ƙara yawan magana.
Nan gaba, Ruiheng Sabbin Kayayyakin ana sa ran fara jigilar kaya sannu a hankali a wannan karshen mako, amma haɓakar girma na yau da kullun zai ɗauki ɗan lokaci.Sake farawa da tauraron dan adam petrochemical da kuma kula da matakin na Zhenhai na farko an shirya shi ne a kusa da 20 ga Mayu, kuma biyun sun yi karo da juna, wanda zai haifar da wani tasirin shinge na wadata a wancan lokacin.Ko da yake ana sa ran samun karuwa a yankin gabashin kasar Sin a nan gaba, hakikanin karuwar adadin yana da iyaka a wannan watan.Ana sa ran za a rage maƙasudin samar da tabo da babban bambanci a tsakani a ƙarshen wata, kuma a hankali za a iya komawa yadda aka saba a watan Yuni.A cikin wannan lokacin, ana sa ran karancin wadatar kayayyaki a yankin gabashin kasar Sin za su ci gaba da tallafawa kasuwannin hada-hadar kudi na epoxy propane, tare da takaitaccen dakin da za a iya samun raguwar farashin kayayyaki.
3,Farashin kayan albarkatun kasa: iyakantaccen canji amma yana buƙatar kulawa
Daga yanayin farashi, farashin propylene ya kiyaye yanayin kwanciyar hankali a cikin 'yan lokutan.A lokacin hutu, farashin chlorine na ruwa ya sake komawa zuwa babban matsayi a cikin shekara, amma bayan hutun, saboda juriya daga kasuwannin da ke ƙasa, farashin ya ɗanɗana wani mataki na raguwa.Koyaya, saboda sauyin yanayi a cikin na'urori guda ɗaya akan wurin, ana tsammanin farashin chlorine na ruwa na iya sake ɗanɗano kaɗan a cikin rabin na biyu na mako.A halin yanzu, farashin ka'idar hanyar chlorohydrin ya kasance tsakanin kewayon 9000-9100 yuan/ton.Tare da ɗan ƙaramin haɓakar farashin epichlorohydrin, hanyar chlorohydrin ta fara komawa cikin ƙasa mai ɗan riba, amma wannan jihar riba ba ta isa ta samar da tallafin kasuwa mai ƙarfi ba.
Akwai yuwuwar kunkuntar yanayin sama a farashin propylene a nan gaba.A halin yanzu, la'akari da tsare-tsaren kulawa na wasu raka'a a cikin masana'antar chlor alkali a watan Mayu, ana sa ran cewa farashin kasuwa zai nuna wani yanayi na sama.Koyaya, yayin da tallafi don haɓaka ɗan ƙarami a cikin masu samarwa ya raunana a tsakiyar zuwa ƙarshen watanni, tallafin farashin kasuwa na iya ƙaruwa a hankali.Don haka, za mu ci gaba da sa ido kan ci gaban wannan yanayin.
4,Bukatar ƙasa: kiyaye karkowar girma amma fuskantar sauyi
Dangane da buƙatun ƙasa, bayan hutun ranar Mayu, martani daga masana'antar polyether ya nuna cewa adadin sabbin umarni yana iyakance na ɗan lokaci.Musamman, yawan oda a yankin Shandong ya kasance a matsakaicin matakin, yayin da buƙatun kasuwa a Gabashin Sin ya bayyana sanyi sosai saboda tsadar epoxy propane, kuma abokan ciniki na ƙarshe suna riƙe da hankali da duba halin kasuwa.Wasu abokan ciniki suna da sha'awar jiran karuwa a cikin samar da epoxy propane don neman ƙarin farashi masu dacewa, amma yanayin farashin kasuwa na yanzu yana da wuyar tashi amma yana da wuyar faduwa, kuma yawancin abokan ciniki masu mahimmanci har yanzu suna zaɓar su bi da siye.A lokaci guda kuma, wasu abokan ciniki sun haɓaka juriya ga farashi mai girma kuma sun zaɓi don rage ƙarancin samarwa don daidaitawa zuwa kasuwa.
Ta fuskar sauran masana'antu na ƙasa, masana'antar propylene glycol dimethyl ester a halin yanzu tana cikin yanayin fa'ida da asara, kuma ƙarfin amfani da masana'antar ya tsaya tsayin daka.An ba da rahoton cewa, a cikin tsakiyar watan, Tongling Jintai na shirin gudanar da kula da wuraren ajiye motoci, wanda zai iya yin tasiri kan buƙatun gabaɗaya.Gabaɗaya, aikin buƙatu na ƙasa yana da ƙarancin ƙarancin haske a halin yanzu.
5,Yanayin gaba
A cikin ɗan gajeren lokaci, Ruiheng New Materials za su kasance babban mai ba da gudummawa ga haɓakar yawan kayayyaki a wannan watan, kuma ana sa ran za a fitar da waɗannan ƙarin sannu a hankali cikin kasuwa a tsakiya da ƙarshen matakai.A lokaci guda kuma, sauran hanyoyin samar da kayayyaki za su haifar da wani tasirin shinge, wanda zai haifar da babban kololuwar girma a cikin watan Yuni.Koyaya, saboda dalilai masu kyau akan abubuwan samarwa, kodayake tallafi a tsakiyar zuwa ƙarshen watanni na iya raunana, har yanzu ana tsammanin kiyaye wani matakin tallafi a kasuwa.Bugu da kari, tare da ingantacciyar kwanciyar hankali da tsadar farashi, ana tsammanin farashin epoxy propane zai fi aiki a cikin kewayon yuan 9150-9250 yuan/ton a watan Mayu.A bangaren bukata, ana sa ran za a gabatar da tsarin biyan bukata mai tsauri da tsauri.Don haka, ya kamata kasuwa ta sa ido sosai kan sauyin yanayi da kuma fansar manyan na'urori irin su Ruiheng, Tauraron Dan Adam, da Zhenhai don tantance ci gaban kasuwar.
Lokacin kimanta yanayin kasuwa na gaba, ya kamata a ba da kulawa ta musamman ga abubuwan haɗari masu zuwa: na farko, za a iya samun rashin tabbas a lokacin haɓaka saman na'urar, wanda zai iya yin tasiri kai tsaye ga wadatar kasuwa;Na biyu, idan aka fuskanci matsin lamba a bangaren tsadar kayayyaki, hakan na iya rage sha'awar fara samar da masana'antu, ta yadda hakan zai yi tasiri ga kwanciyar hankali a kasuwa;Na uku shi ne aiwatar da ainihin amfani a gefen buƙatun, wanda kuma yana ɗaya daga cikin mahimman abubuwan da ke ƙayyade yanayin farashin kasuwa.Masu halartar kasuwa yakamata su sa ido sosai kan canje-canje a cikin waɗannan abubuwan haɗari don yin gyare-gyare akan lokaci.
Lokacin aikawa: Mayu-10-2024