NgoJuni, ixabiso le-styrene lasekhaya liphinde lavela emva kokunyuka, kwaye ukuguquguquka okupheleleyo kwakukuhle.Ixabiso phakathi kwenyanga laliphakathi kwe-10,355 yuan kunye ne-11,530 yuan/toni, kwaye ixabiso ekupheleni kwenyanga lalingaphantsi kwexabiso ekuqaleni kwenyanga.Ekuqaleni kwale nyanga, i-oyile ekrwada iqhubekile nokunyuka, idityaniswa nokusebenza ngamandla kwee-hydrocarbons ezinevumba elimnandi phesheya, ixabiso le-benzene ecocekileyo ekhaya nakwamanye amazwe lenyuka, icala leendleko zenkxaso yexabiso le-styrene.Ukongeza, ngenxa yolondolozo olunzulu lwezixhobo ze-styrene ezinkulu ngoJuni, ilahleko yemveliso yaseChina inkulu.Nangona imfuno esezantsi yomlambo isacinezelekile, ilahleko yangaphakathi idityaniswe nokulayishwa ngokuqhubekayo kwamanye amazwe kwiitheminali kunye neefektri, iziseko ze-styrene kulindeleke ukuba zitshintshe ukusuka kwi-inventory ye-inventory ukuya kwi-deventory ngoJuni, kwaye imarike iyaqhubeka ukukhupha ii-odolo.Nangona kunjalo, ukunyuka kwenzala ye-Federal Reserve kunye nezinye iindaba ezimbi kakhulu, i-oyile ekrwada ikhokelele ukwehla kweempahla, i-styrene nayo inokwehla okuthile, kodwa uluhlu lwe-styrene lweendawo zokugcina kunye neefektri luqhubekile nokuhla, imarike yendawo ekupheleni kwenyanga yanyanzeliswa mfutshane, ilibazise ukuhla kwamaxabiso akhoyo, okukhokelele kwisiseko esinamandla kakhulu.EKUPHELENI KWENYANGA, NGENXA YOOKULINDELEKILEYO KOKUBA BUTHATHAKA OKUBALULEKILEYO KWIMISEKO YENYANGA EKUDE, IXABISO LOKUGQIBELA EMNCINANE I-STYRENE YAWELA NGAMANDLA, YAQHUBEKA KUWO WONKE UJwanisi Inzuzo KWAYE EBONISA iimpawu zokuqhubeka nokuhla.Nangona kunjalo, i-terminal kunye ne-inventory ye-factory yawela phantsi, ekhokelela ekuboneleleni kwendawo eqinile, i-bearish mentality yanciphisa, amaxabiso e-styrene emva kokugqitywa kwe-rebound encinci, kwangaxeshanye isiseko sinokuqiniswa okucacileyo.
2. Utshintsho lwempahla kumazibuko aseMpuma China
Ukusukela nge-27 kaJuni ngo-2022, i-Jiangsu styrene port isampula ye-inventory iyonke: iitoni ezingama-59,500, zehle ngeetoni ezingama-60,300 xa kuthelekiswa nexesha elidlulileyo (20220620).Uluhlu lwezinto ezithengiswayo kwiitoni ezingama-35,500, ukuncipha kwenyanga-ngenyanga kwe-0.53 yezigidi zeetoni.Izizathu eziphambili: akukho nqanawa yokungenisa kwi-dock, kwaye ubuninzi beenqanawa zorhwebo zasekhaya zilinganiselwe.Ukuthunyelwa kwempahla kwamanye amazwe ngokuqhubekayo kwandisa inqanaba lokuhanjiswa, okubangela ukuhla kwe-inventory.Okwangoku, izinga lokusebenza ngokubanzi kwiifektri ze-styrene ezinokuthunyelwa e-China zisephantsi, ngoko ke iinqanawa zorhwebo zasekhaya akulindelekanga ukuba zinyuke kakhulu.Nangona imeko yemfuno yeefektri ezisezantsi ingakhange ifumaneke kakhulu, inani elincinci lokuthunyelwa kwempahla kumazwe angaphandle liye lathunyelwa kutsha nje.Ke ngoko, kulindeleke ukuba i-inventri ye-terminal yexesha elifutshane izinzile kwaye isezantsi kancinci ukuba nokwenzeka.
3. Uphononongo lwemarike esezantsi
3.1 EPS:NgoJuni, imarike ye-EPS yasekhaya iqala phezulu kwaye yehla.Ekuqaleni kwenyanga, i-oyile ekrwada yomelele ngokusebenza ngamandla kwe-American hydrocarbons enuka kamnandi, kwaye ibenzene esulungekileyo ixhase kakhulu ixabiso le-styrene liphezulu kakhulu, kwaye ixabiso le-EPS lilandele ukunyuka.Nangona kunjalo, kwi-off-season ye-terminal demand, i-superposition profitability yayingekho kakuhle, kwaye ixabiso eliphezulu le-EPS market laliphikisana ngokucacileyo, kwaye umoya wentengiselwano jikelele wawubuthathaka.Embindini wale nyanga, ukunyuka kwexabiso lenzala yedola yaseMelika kunye nokuqhubeka kokunyuka kwenzala kucinezele imvakalelo yentengiso, i-oyile ekrwada kunye nezinye izixa ezikhulu zarhoxiswa kabukhali, amaxabiso e-EPS arhoxiswa kabukhali, ezinye izinto zokugcina izinto eziluhlaza zaziphantsi, kwangeniswa ukuzaliswa kwakhona. kwimarike xa icala leendleko liyekile ukuwa ixesha elifutshane, kwaye intengiselwano iyonke yaphuculwa ngokufutshane.Imfuno ayanelanga, isantya sokujikeleza kwempahla emgangathweni siyacotha, kwaye uxinzelelo lwempahla yezinye iifektri ze-EPS zasekhaya kunzima ukukhululeka ngokusebenzayo ixesha elide.Ezinye iifektri zinciphisa imveliso, kwaye ukubonelela ngokubanzi kuyancipha.Ixabiso eliqhelekileyo lezinto eziqhelekileyo e-Jiangsu ngoJuni ngu-11695 yuan / ton, i-3.69% ephezulu kunexabiso eliphakathi ngoMeyi, kwaye ixabiso eliqhelekileyo lepetroli laliyi-12595 yuan / ton, i-3.55% ephezulu kunexabiso eliphakathi ngoMeyi.
3.2 PS:NgoJuni, i-market ye-PS yaseChina yavuka kuqala kwaye yawa, kunye noluhlu lwe-40-540 yuan / ton.I-Raw material styrene ibonise umkhwa "V" oguqulweyo, uqhubela amaxabiso e-PS ukuba anyuke aze ahle, ingqiqo yeendleko.Ingeniso yeshishini iyaqhubeka ukuba bomvu, imfuno iyacotha, amashishini anenjongo eyomeleleyo yokunciphisa imveliso, kwaye izinga lokusebenzisa amandla liye lehla ngakumbi.Ngaphantsi kwempembelelo yokunciphisa imveliso yoshishino, uluhlu lwempahla luye lwachithwa kwinqanaba elithile, kodwa isantya sokunciphisa sincinci.Imfuno esezantsi ye-off-season, i-turnover yenqanaba lemarike ilungile, ngokubanzi.Guqula ibenzene ngenxa yempembelelo ye-ABS ebuthathaka, intsingiselo iyonke ngaphantsi kwe-benzene.Ixabiso eliphakathi lenyanga le-Yuyao GPPS yi-11136 yuan/ton, +5.55%;Yuyao HIPS ngenyanga avareji ixabiso 11,550 yuan/toni, -1.04%.
3.3 ABS.:Ekuqaleni kwale nyanga, iqhutywe kukunyuka okunamandla kwe-styrene, amaxabiso e-ABS anyuka kancane, kodwa ukunyuka okupheleleyo kwakuyi-100-200 yuan / ton.Amaxabiso emarike aqala ukuhla ukusuka phakathi ukuya kwiintsuku ezilishumi.Njengoko imfuno yokugcina ingena kwixesha elingekhoyo ngoJuni, iintengiselwano zemarike zehla, imibuzo ibingekho kakhulu, kwaye amaxabiso aqhubeka nokuhla.Kule nyanga ukuhla kwe-800-1000 yuan / ton okanye kunjalo.
4. Imbonakalo yemarike yexesha elizayo
I-Federal Reserve ilindeleke ukuba inyuse inzala kwinqanaba lesibini.Nangona unikezelo lwe-oyile ekrwada kunye necala lemfuno lisenamandla, kusekho indawo yohlengahlengiso.Ixabiso le-benzene ecocekileyo linamandla.NgoJulayi, umzi-mveliso we-styrene kulindeleke ukuba unyuke.Izinto ezisisiseko zebenzene ecocekileyo nazo zomelele, ke icala leendleko liya kunika inkxaso ye-styrene esezantsi.I-Styrene ngokwayo kulindeleke ukuba ibe buthathaka, uninzi lwezixhobo zokumisa ukugcinwa ngoJuni ziya kuphinda ziqalise imveliso ekupheleni kukaJuni kunye neentsuku ezilishumi zokuqala zikaJulayi, kunye neTianjin Dagu Phase II izixhobo ezitsha ziya kufakwa kwimveliso kungekudala, ngoko ngoJulayi. unikezelo lwasekhaya lwe-styrene luya kuba nokwanda okukhulu;Imfuno esezantsi yomlambo ayikaniki themba.Uluhlu lweemveliso ezigqityiweyo kwiifektri ezintathu ezisezantsi zikwicala eliphezulu, kwaye impembelelo yee-odolo ezintsha ezinyiniweyo kunye nengeniso yemveliso engonelanga yenza ukuba amathuba okuba ezithathu ezisezantsi zifumane kwakhona imfuno yesiqhelo ibencinci.Ukuthunyelwa kwempahla kwamanye amazwe nako kuya kuncipha kakhulu ngoJulayi.Ngoko ke, I-FUNDAMENTALS iyonke kulindeleke ukuba ibe buthathaka ngoJulayi, kwaye iibhere zingathatha ukunyuka kwexabiso lenzala ye-FED njengesiseko, kudibaniswa nokulindela kwezinto ezisisiseko ezibuthathaka, ukuqhubela phantsi ixabiso le-styrene ekupheleni kukaJuni kunye nokuqala EyeKhala.Ngelo xesha, i-styrene iya kubonisa i-shrinkage yenzuzo kwaye ingene kwimarike elawulwa yindleko logic kwakhona.
Ixesha lokuposa: Jun-06-2022