UNovemba ufikelele esiphelweni, izinto ezintsha ze-PE zaqhubeka nokuhla; Ukuncipha kwemfuno, ukukhululwa okulinganiselweyo; Ingqondo yeshishini lokuvuselela ikwachaphazeleka zizinto ezimbi kwaye itshintsha rhoqo, kodwa imeko yempahla ye-PE yokuphinda isetyenziswe kunye nexabiso lengqolowa kunzima ukuyihambisa, nto leyo engayilungelanga indlela yokurhweba yeshishini lokuvuselela inkunkuma.

Okokuqala, inkxaso ye-macro passivation, ukwehla kokukhwankqiswa kwezinto ezintsha ze-PE

Imakethi ye-polyethylene inyibilikiswe ngokupheleleyo yinkxaso enamandla yecala le-macro, kodwa akukho khokelo lilungileyo lingaphezulu, inkxaso yeendleko iyaqhubeka nokuwohloka, imakethi ye-polyethylene ibuyela kwiziseko ze-bearish, kwaye ixabiso lemakethi liyanyuka kwaye liwe. Iifektri ezisezantsi kufuneka zisekho, njengoko amaxabiso emakethi ehla, iifektri ezisezantsi ukuze zibuyisele isitokhwe esiphantsi, uluhlu lwempahla yeshishini lemveliso kunye noluhlu lwempahla yokugcina isampuli yoluntu ziphantsi kancinci, imakethi ye-polyethylene yaqala ukwakha isiseko kancinci.

Amaxabiso e-PE ezinto ezintsha ayaqhubeka nokuhla, umahluko wexabiso phakathi kwezinto ezintsha nezindala uyaqhubeka nokuhla, ukusukela nge-24 kaNovemba, umahluko wexabiso phakathi kwezinto ezintsha nezindala uhlile kwi-1200 yuan/ton, kwaye phantsi koxinzelelo olukhulu olubi, umahluko wexabiso phakathi kwezinto ezintsha nezindala uya kuqhubeka nokuhla, ucinezele ngakumbi ukuhamba kwee-particles ezisetyenzisiweyo.

Okwesibini, qala uze uqalise ukuthenga okuya ekuqaleni nge-stop-start ngee-odolo ze-mainstream

Umzobo wokuqalisa imveliso esezantsi kwe-PE ephinde yasetyenziswa

Kule veki, kukho umahluko kwizinga lokusebenza kwamashishini eefilimu zezolimo kwimimandla eyahlukeneyo yelizwe. Phakathi kwazo, izinga lokusebenza kwamashishini aseMantla-mpuma naseMantla eTshayina lehle phakathi kwe-1%-5%, ikakhulu ngenxa yomoya obandayo eMntla-mpuma eTshayina ngaphambili, ukuphela kwexesha leefilimu zeshedi kungaphambi kwezinye iindawo, kwaye izinga lokusebenza eMntla eTshayina lehle kancinci. EMpuma eTshayina, eMzantsi eTshayina, eMbindini eTshayina, eMntla-ntshona naseMazantsi-ntshona eTshayina, izinga lokusebenza kwamashishini lenyuke phakathi kwe-1% kunye ne-5%.

Ngokwemeko yemarike yangoku, ama-61.40% amashishini efilimu yezolimo asabambelele kwingcamango eqinileyo kwixabiso elithe ngqo, kwaye akholelwa ukuba ingqondo ye-waand-see yamashishini e-terminal inamandla, kwaye ii-odolo eziqokelelweyo zefilimu yezolimo ziqala ukwehla, inkxaso ephezulu iyabuthathaka, kwaye ixabiso lezinto eziluhlaza lizinzile kakhulu kwinqanaba lokugqibela. Ama-31.58% amashishini efilimu yezolimo abambelele kwingcamango ye-bearish kumaxabiso alinganayo, ekholelwa ukuba ingqondo yokulinda nokubona yamashishini e-terminal inamandla, kwaye ii-odolo eziqokelelweyo zefilimu yezolimo ziqala ukwehla, inkxaso ephezulu iyabuthathaka, kwaye ixabiso lezinto eziluhlaza lizinzile kakhulu kwinqanaba lokugqibela. Ama-7.02% amashishini efilimu yezolimo abambelele kwimbono ye-bullish kumaxabiso alinganayo, ukuba ukwehla ngokubanzi kwimveliso yefilimu yezolimo akubonakali, kusekho inkxaso yemfuno yezinto eziluhlaza, kwaye amaxabiso e-polyethylene anendawo encinci yokuhlola. Ngamafutshane, uninzi lwamashishini emveliso ephantsi anombono ozinzileyo wemarike yasemva kwemini, ovumela ukuziphatha korhwebo olusezantsi kwimarike yasemva kwemini, kwaye anokunika inkxaso ethile kumasuntswana aphinda asetyenziswe.

Okwesithathu, indlela yokucinga embi yokukhokela kwishishini lokuvuselela ayizinzanga

Okwangoku, intsimi yokuvuselela, ukusasazeka kwemvakalelo ye-bearish, inkxaso ye-bearish incinci kakhulu, i-Xiaobian kwimarike yokuvuselela i-PE ingqikelelo yengqondo, i-39.97% ijonge indlela yokucinga ukuze ibone uzinzo, i-50.86% ye-bearish yengqondo, i-8.63% efanelekileyo ye-bullish. Phantsi kwemozulu yexesha elingaphandle kwexesha, ukuthengwa kwezinto eziluhlaza ziifektri zemveliso ezisezantsi kwehle kakhulu, kwaye ixabiso lezinto ezintsha i-PE liye lehla, nangona umahluko wamaxabiso phakathi kwezinto ezintsha nezindala usekuluhlu olungaphezulu kwe-1,000 yuan ngetoni, kodwa umahluko wamaxabiso phakathi kwezinto ezintsha nezindala awonelanga kwimarike yexesha elizayo, kwaye umahluko wamaxabiso phakathi kwezinto ezintsha nezindala uya kuqhubeka uncipha. Ukubuyiselwa koqoqosho lwasekhaya nolwangaphandle kuhamba kancinci, ii-odolo zefektri yemveliso esezantsi kwexesha elingaphandle kwexesha zinokuba nzima ukuzifumana, ukwakhiwa akuphezulu ekuthengweni kwezinto eziluhlaza kubuthathaka. Ngokusekelwe kwizizathu ezingasentla, ishishini lokuvuselela linesimo sengqondo se-bearish kwimarike yexesha elizayo.

Ngamafutshane, ukunyuka kwakutshanje kweli candelo, onke amaqela kwi-industrial chain anotshintsho olukhulu okanye oluncinci, kodwa ishishini lokuvuselela lilumkile ngakumbi, kunye nenkxaso yecala leendleko, ishishini lokuvuselela amasuntswana ukusebenza okuzinzileyo ngakumbi, imakethi yexesha elizayo iya kuqhubeka nokuzinzisa imakethi, isantya seempahla sicotha. I-Fujian high pressure white pass primary particle mainstream reference 6200-6300 yuan/ton, i-Hebei low pressure Wahaha oqhelekileyo izinto zokutyumza mainstream reference 4400 yuan/ton, i-Hebei high pressure white pass primary particle mainstream reference price 6100-6300 yuan/ton, i-Hebei Wahaha white particle mainstream reference price 5900-6000 yuan/ton, i-Juxian EVA granulation mainstream reference price 6000-6200 yuan/ton.