Yize ingxenye yesibili ka-2022, amakhemikhali e-Energy kanye nezinye izinto zokuxhumana angena esigabeni sokulungiswa, kepha abahlaziyi beGoldman Sachs embikweni wakamuva basagcizelela ukuthi izici eziyisisekelo ezinquma ukunyuka kwamakhemikhali wamandla nezinye izinto ezizokwenzeka, zisazoletha imbuyiselo ekhanyayo ngonyaka ozayo.
NgoLwesibili, uJeff curie, umqondisi weGoldman Sachs Commodity Research, noSamantha Dard, umqondisi wocwaningo lwegesi yemvelo, ulindele ukulinganisa ukulinganisa kwezimpahla ezinkulu, lokho kusho ukuthi i-43% yemali ingathola amanye ama-43% Ngo-2023 ngemuva kwe-20% Plus Return kulo nyaka.
(S & P KOSPI Index Commoditions Index, Umthombo: Ukutshala imali)
GAma-Sachman we-Oldman alindele ukuthi imakethe kwikota yokuqala ka-2023 ingahle ibe namabhomu athile kumongo we-complowdown, kepha ukunikezwa kwamafutha kanye nokuhlinzekwa kwegesi yemvelo kuzoqhubeka ukukhuphuka.
Ngaphezu kwesikhungo sokucwaninga somthengisi, imali dolobha nayo isebenzisa igolide langempela nesiliva ukuveza isikhathi sayo eside nge-Commodities. Ngokusho kwemininingwane etshalwe ngenye indlela yebhuloho, amakolishi aphezulu ayi-15 agxile emakethe yezimpahla kulo nyaka, usayizi wezimpahla eziphethwe ngama- $ 20.7 billion.
UGoldman Sachs waphetha ngokuthi ngaphandle kwemali eyanele ukudala umthamo wokukhiqiza ocebile, izinto ezizosebenza zizoqhubeka nokuwela esimweni sokushoda okude, futhi intengo izoqhubeka nokukhuphuka futhi iguqukele ngokwengeziwe.
Ngokuya ngemigomo ethile, ama-Goldman Sachs alindele uwoyela ongahluziwe, njengamanje ahambahamba ezungeze ama- $ 80 nge-barrel ngayinye, ukukhuphuka ku- $ 105 ngasekupheleni kuka-2023; Futhi intengo ye-benchmark yemvelo yase-Asia nayo ingavuka kusuka ku- $ 33 / million ibe ngama- $ 53.
Esikhathini esizayo esiseduze, kube nezimpawu zokululama emakethe enekhono, futhi amakhemikhali asenyukele ngaphezulu.
NgoDisemba 16, phakathi kwemikhiqizo engu-110 yemikhiqizo yolwazi lweZhuchuang, imikhiqizo engama-55 yanda kulo mjikelezo, ukubalwa kwezimali ngo-50,00%; Imikhiqizo engama-26 ibanjelwe iqinile, i-accounting for 23.64%; Imikhiqizo engama-29 yawa, ukubalwa ngo-26.36%.
Ngokombono wemikhiqizo ethile, i-PBT, i-polyester filament, kanye ne-benhyphenhydronic kusobala ukuthi iyatholakala.
Ipthiyor
Muva nje, amanani emakethe yemakethe ye-PBT akhuphuke, futhi inzuzo yenziwe kabusha. Kusukela ngoDisemba, imboni yakuqala yaqala ukuhola okuphansi kubakhiqizi bokusungula indawo eqinile, futhi entweni eluhlaza BDO ukudonsa ukusebenza, ukwethuka kwemakethe ye-terminal ukuhambisa kancane, i-Price yakha kancane, imboni inzuzo yaphenduka.
I-PBT PREAS PREEN CRICE CHATRACT E-East China
Upoy
Ngemuva kokuthi "igolide lesiliva eliyisishiyagalolunye", isidingo sokuhlunga se-polyester sinciphe kakhulu. Abakhiqizi baye baqhubeka nokwenza ukukhushulwa inzuzo, futhi ukugxila kokuthengiselana kuyaqhubeka ukwehla. Ekupheleni kukaNovemba, ukugxila kokuthengiselana kwe-poy150d kwakungu-6,700 yuan / ton. NgoDisemba, njengoba ukufunwa kwe-terminal kutholakale kancane kancane, futhi imodeli enkulu yokuhleleka kwe-polyester yayikhulu ngokugeleza kwemali, abakhiqizi babethengisa ngamanani aphansi, futhi lo mbiko waphakanyiswa ngokulandelana. Abasebenzisi abaphansi bakhathazekile ukuthi izindleko zokuthengwa kwempahla esikhathini esizayo zanda. Isimo semakethe ye-polyester filament siye saqhubeka nokuvuka. Maphakathi no-Member, intengo ye-poy150d yayingu-7075 yuan / ton, ukukhuphuka kwe-5.6% kusuka ngenyanga edlule.
PA
Imakethe yeBenhynhydr yasekhaya iphele cishe izinyanga ezimbili, futhi imakethe ingenile e-Ultra -Decline iphindeka. Kusukela ukungena kuleli sonto, okuthintwe yi-reboin of the Benhypenichydr Market, inzuzo ye-PenhyPyHydrate Imboni yenziwe ngcono. Phakathi kwazo, inzuzo enkulu yokukhiqizwa kwesampula kwe-benhyphenhydydydydrate okungumakhelwane yi-132 yuan / ton, ukukhuphuka kwama-568 yuan / ton kusuka ngoDisemba 8, kanye nokwehla kungu-130.28%. Intengo yezinto ezisetshenziswayo iwile, kepha imakethe ye-malide iqine futhi yaphinde yakha kabusha, futhi imboni isishintshe ekulahlekelweni. Inzuzo enkulu yesampula ye-Pyrine ngu-190 Yuan / Ton, ukukhuphuka kwama-70 yuan / ton kusuka ngoDisemba 8, kanye nokwehla kwe-26.92%. Kungenxa yokuthi intengo yemboni yezinto ezibonakalayo eluhlaza yenziwe kabusha, ngenkathi intengo yemakethe ye-Benic Anydride ikhule kakhulu, futhi ukulahleka kwemboni kuncishisiwe.
Ukuqiniseka, kukhona abanye abahlaziyi manje abacabanga ukuthi umthelela wokuwohloka komnotho wehlisiwe. U-Ed Morse, inhloko yokucwaninga ngezimpahla eCitigroup, kusho nje leli sonto ukuthi uguquko olungenzeka ekuqondisweni kwezimakethe zezimpahla, kulandelwe ukwehla komnotho emhlabeni wonke, kungabeka engcupheni yezinto ezibonakalayo esigabeni sempahla.
Ngu-Eva wokuntwela kokusa, elinde ukufunwa phansi ngaphandle, ngokusho kwe-Youliao. Ngo-2013, ukufunwa yiChina kwathinteka kulo bhubhane, kuyilapho ukukhuphuka kwamanzi ngokweqile kuncipha khona. Yize imakethe ilindele ukuthi isilinganiso se-Fed Care sihamba kancane, kepha umthelela emnothweni wangempela uzovela kancane kancane, kuholele ekunciphiseni okwengeziwe ekukhuleni kwesidingo. Ukukhuphuka kwenqubomgomo yokuvimbela ubhubhane ye-China ulimaze umfutho kokululama, kepha inani eliphakeme lokutheleleka lingase libe nezingqinamba zesikhashana. Ukululama eChina kungaqala ngekota yesibili.
Isikhathi sePosi: Dec-22-2022