I-South China Index ixege kancane
Ukuhlukaniswa kubhekisela kukho kokubili phezulu naphansi
Ngesonto eledlule, imakethe yomkhiqizo wamakhemikhali wasekhaya ibihlukile, futhi inani lehlile uma kuqhathaniswa nesonto eledlule.Phakathi kwemikhiqizo engama-20 eqashwe yiCanton Trading, iyisithupha yavuka, eyisithupha yawa kwathi eyisikhombisa yahlala iyisitha.
Ngokombono wemakethe yamazwe ngamazwe, kuleli sonto, imakethe yamazwe ngamazwe kawoyela ongahluziwe inyuke kancane.Phakathi nesonto, iRussia izonciphisa ukukhiqizwa kusukela ngoMashi ukuze iphendule unswinyo lwaseNtshonalanga, futhi i-OPEC + ikhombisa ukuthi ngeke ikhulise ukukhiqizwa kwezinto ezinhle ezifana nokwanda komkhiqizo kanye ne-OPEC embikweni wakamuva.Imakethe kawoyela ongahluziwe yamazwe ngamazwe ikhuphuke iyonke.Kusukela ngo-February 17, intengo yokukhokha yenkontileka eyinhloko yekusasa likawoyela ongahluziwe we-WTI e-United States yayingama-US $ 76.34/umphongolo, ukwehla ngo-$1.72/umphongolo kusukela ngesonto eledlule.Intengo yokukhokha yenkontileka enkulu yekusasa likawoyela ongahluziwe we-Brent yayingu-$83/umphongolo, ukwehla ngo-$1.5/umphongolo kusukela ngesonto eledlule.
Ngokombono wemakethe yasekhaya, nakuba imakethe yamazwe ngamazwe kawoyela ongahluziwe inokusebenza okuqinile kuleli sonto, imakethe inokwenyuka okulinganiselwe kokulindelwe kukawoyela ongahluziwe kanye nokusekelwa okwanele kwemakethe yamakhemikhali.Ngakho-ke, imakethe yemakethe yonke yemikhiqizo yamakhemikhali yasekhaya yehle kancane.Ngaphezu kwalokho, ukukhula kwesidingo esiphansi somfula wemikhiqizo yamakhemikhali akwanele, futhi ukutholwa kwesidingo esithile esingaphansi komfula akukuhle njengoba bekulindelekile, ngaleyo ndlela kudonsela phansi inkambiso yemakethe yonke ukulandela ijubane lemakethe kawoyela ongahluziwe yamazwe ngamazwe.Ngokwemininingwane ye-Guanghua Trading Monitor, i-South China Chemical Products Price Index inyuke kancane kuleli sonto, kusukela ngoLwesihlanu, i-South China Chemical Products Price Index (eyaziwa kamuva ngokuthi “i-South China Chemical Index”) imi kumaphoyinti angu-1,120.36, yehle ngo-0.09% kusukela ekuqaleni kwesonto kanye no-0.47% kusukela ngoFebhuwari 10 (uLwesihlanu).Phakathi kwama-sub-indices angu-20, ama-indices angu-6 we-aromatics exubile, i-methanol, i-toluene, i-propylene, i-styrene ne-ethylene glycol yanda.Izinkomba eziyisithupha ze-Sodium hydroxide, i-PP, i-PE, i-xylene, i-BOPP ne-TDI ziwile, kanti ezinye zahlala zizinzile.
Umfanekiso 1: Idatha yereferensi ye-South China Chemical Index (Isisekelo: 1000) ngesonto eledlule, intengo yereferensi iyisipho somthengisi.
Umfanekiso 2: Januwari 2021 -Januwari 2023 Amathrendi e-South China Index (Isisekelo: 1000)
Ingxenye yethrendi yemakethe yenkomba
1. I-Methanol
Ngesonto eledlule, imakethe ye-methanol iyonke ibe buthaka.Ethintwe ukwehla kwemakethe yamalahle, ukwesekwa kokuphela kwezindleko kwaba buthaka.Ukwengeza, isidingo esivamile esisezansi nomfula se-methanol salulama kancane, futhi iyunithi ye-olefin enkulu kunazo zonke ezansi nomfula yaqala ukusebenza ngezinga eliphansi.Ngakho-ke, imakethe iyonke iqhubekile nokuba buthaka.
Kusukela ntambama ngo-February 17, inkomba yentengo yemakethe ye-methanol eNingizimu ye-China ivale ngamaphuzu angu-1159.93, ikhuphuke ngo-1.15% kusukela ekuqaleni kwesonto futhi yehle ngo-0.94% kusukela ngoLwesihlanu olwedlule.
2. I-sodium hydroxide
Ngesonto eledlule, imakethe yasekhaya ye-sodium hydroxide yaqhubeka nokusebenza okubuthakathaka.Ngesonto eledlule, umthamo wemakethe jikelele ulula, imakethe inesimo sengqondo sokuqapha.Njengamanje, ukutholwa kwesidingo esingezansi komfula kuncane kunalokho obekulindelwe, imakethe isagcinwa ikakhulukazi isidingo sokuthenga.Ngaphezu kwalokho, ingcindezi yokusungula imakethe ye-chlor-alkali iphezulu, umoya we-bearish wemakethe unamandla, ngaphezu kwalokho, imakethe yokuthekelisa ibuthakathaka futhi iphendukele ekuthengisweni kwasekhaya, ukwanda kokuthengiswa kwemakethe, ngakho-ke, lezi zimbi emakethe ye-Sodium hydroxide phansi.
Ngesonto eledlule, imakethe yasekhaya ye-Sodium hydroxide iqhubekile nokushelela esiteshini.Ngenxa yokuthi iningi lamabhizinisi lisasebenza ngendlela evamile, kodwa isidingo esingaphansi komfula sigcinwa sidingeka nje, futhi umyalelo wokuthekelisa awenele, ukuphelelwa ithemba kwemakethe kuyabhebhetheka, okuholela ekwehleni kwemakethe yasekhaya yeSodium hydroxide ngesonto eledlule.
Kusukela ngo-Feb. 17, inkomba yentengo ye-Sodium hydroxide eNingizimu ye-China ivale kumaphuzu angu-1,478.12, yehle ngo-2.92% kusukela ekuqaleni kwesonto kanye no-5.2% kusukela ngoLwesihlanu.
3. I-Ethylene glycol
Ngesonto eledlule, imakethe yasekhaya ye-ethylene glycol iyekile ukuphinda iqhume.Imakethe kawoyela ongahluziwe yamazwe ngamazwe ikhuphuke iyonke, futhi nokusekelwa kwezindleko kuyathuthukiswa.Ngemuva kokuncipha kwemakethe ye-ethylene glycol emasontweni amabili okuqala, imakethe isiqalile ukuyeka ukuwa.Ikakhulukazi, amanye amadivaysi e-ethylene glycol adluliselwa kweminye imikhiqizo engcono, isimo sengqondo semakethe sithuthukile, futhi izimo zemakethe jikelele seziqalile ukuphakama.Kodwa-ke, izinga lokusebenza elingezansi liphansi kunaseminyakeni edlule, futhi imakethe ye-ethylene glycol iye yanda.
Kusukela ngo-February 17, inkomba yentengo eNingizimu ye-China ivaliwe kumaphuzu angu-685.71, ukukhuphuka ngo-1.2% kusukela ekuqaleni kwesonto, kanye no-0.6% kusukela ngoLwesihlanu olwedlule.
4. Isitayela
Ngesonto eledlule, imakethe yasekhaya ye-styrene yayiphansi futhi yaphinde yaqina ngobuthaka.Phakathi nesonto, imakethe kawoyela ongahluziwe yamazwe ngamazwe ikhuphukile, ukuphela kwezindleko kuyasekelwa, futhi imakethe ye-styrene iphinde ibuyele ngezimpelasonto.Ikakhulukazi, ukuthunyelwa kwemikhumbi kwaba ngcono, futhi kulindeleke ukunciphisa okulindelekile kokulethwa kwamachweba.Ukwengeza, ukugcinwa kwabakhiqizi abathile nokunye kuthuthukisiwe.Kodwa-ke, ingcindezi ye-inventory yechweba isenkulu, ukutholwa kwesidingo esingaphansi komfula akukuhle njengoba bekulindelekile, futhi ukushoda kwemakethe yendawo kuyacindezelwa.
Kusukela ngoFebhuwari 17, inkomba yentengo ye-styrene esifundeni saseNingizimu China ivalwe ngamaphuzu angama-968.17, okuwukunyuka kwe-1.2% kusukela ekuqaleni kwesonto, ebizinzile kusukela ngoLwesihlanu olwedlule.
Ukuhlaziywa kwemakethe yesikhathi esizayo
Isimo sendawo esingazinzile sisakulungele ukukhuphuka kukawoyela ongahluziwe wamazwe ngamazwe.Cindezela inkambiso yemakethe yamanani kawoyela yamazwe ngamazwe kuleli sonto.Ngokombono wasekhaya, ukunikezwa kwemakethe sekukonke kwanele futhi isidingo esingezansi semikhiqizo yamakhemikhali sibuthakathaka.Kulindeleke ukuthi imakethe yamakhemikhali yasekhaya noma ukusebenza kwenhlangano kuleli sonto kusekelwe kakhulu.
1. I-Methanol
Abekho abakhiqizi abasha bokulungisa kuleli sonto, futhi ngokutholwa kwemishini ethile yokulungisa, ukunikezwa kwemakethe kulindeleke ukuthi kube ngokwanele.Mayelana nesidingo, idivayisi ye-olefin eyinhloko isebenza ngaphansi, futhi izidingo zabasebenzisi ezijwayelekile ezisezingeni eliphansi zingase zikhuphuke kancane, kodwa izinga lokukhula kwesidingo semakethe sisonke sisahamba kancane.Kafushane, esimweni sezindleko ezilinganiselwe kanye nokuthuthukiswa okuyisisekelo okulinganiselwe, imakethe ye-methanol kulindeleke ukuthi igcine ukushaqeka.
2. I-sodium hydroxide
Mayelana noketshezi lwesoda ye-caustic, ukunikezwa kwemakethe iyonke kwanele, kodwa isidingo esingezansi sisabuthakathaka.Njengamanje, ingcindezi yokusungula indawo yokukhiqiza enkulu isenkulu.Ngesikhathi esifanayo, intengo yokuthenga ephansi iqhubekile nokwehla.Kulindeleke ukuthi imakethe ye-caustic soda liquid isalokhu yehla.
Mayelana nama-caustic soda flakes, ngenxa yesidingo esibuthakathaka somfula, imakethe ivama ngamanani aphansi.Ikakhulukazi, isidingo esikhulu se-alumina esezansi nomfula kunzima ukuthuthukisa kanye nokusekelwa kwemakethe okungeyona i-aluminium ezansi nomfula akwanele, kulindeleke ukuthi imakethe ye-caustic soda flakes isenayo indawo yokwehla.
3. I-Ethylene glycol
Kulindeleke ukuthi imakethe ye-ethylene glycol ibuswe.Ngenxa yokuthi idivayisi ye-800,000 -ton ye-Hainan Refinery inokukhishwa komkhiqizo, ukunikezwa kwemakethe kukhulu, futhi izinga lokusebenza le-polyester engezansi lisenethuba lokuthuthukiswa.Kodwa-ke, ijubane lokukhula esikhathini esizayo alikacaci, izimo zemakethe ye-glycol zizogcina ukushaqeka kancane.
4. Isitayela
Imakethe ye-styrene ku-space rebound yeviki elizayo limited.Yize ukulungiswa kanye nokubuyiselwa kwesidingo esiphansi sefekthri ye-styrene kuzothuthukisa imakethe, inkambiso yemakethe kawoyela ongahluziwe yamazwe ngamazwe kulindeleke ukuthi ibe buthakathaka ngesonto elizayo, futhi isimo sengqondo semakethe singase sithinteke, ngaleyo ndlela kukhawulele ukukhuphuka kwentengo yemakethe.
Isikhathi sokuthumela: Mar-01-2023