[Mawu Oyamba] : Posachedwapa, kusiyana kwamtengo pakati pa mafuta ndi malasha opangira mphamvu kwambiri kumwera chakumadzulo kwa China ndi zoonekeratu, kusiyana kwa mtengo ndi 300-400 yuan / tani;Ndipo kusiyana kwamitengo yamafuta ndi malasha kunachepa, kwenikweni palibe kusiyana kwamitengo.Ndi kuwonjezeka kwa kusiyana kwamitengo, gawo la msika la mabizinesi amderali lasinthanso.Ndikusintha kotani komwe kwachitika pamsika wamitundu ya polyethylene?
Mu 2022, mitengo yotsika kwambiri kumwera chakumadzulo kwa China ikuwonetsa "W".Posachedwapa, mtengo watsika kwambiri.Mtengo wotsika ndi 10250 yuan / tani, womwe uli pafupi ndi 18% kuposa mtengo wapamwamba chaka chino.Zopangira filimu zoponderezedwa kwambiri pamsika wakumwera chakumadzulo ndizovuta kwambiri za CNPC ndi Shenhua.Pakuchulukirachulukira kwa kusiyana kwamitengo yamafuta ndi malasha, msika wasinthanso.
Mwezi wa Marichi ndi mwezi wopangira mphamvu kwambiri wa Zhejiang Petrochemical.Kuthekera kwakukulu kopanga kwa Zhejiang Petrochemical ndi matani 400,000 / chaka, komwe kumakhudzanso mtengo wamsika.Pofuna kukhazikitsa gawo la msika, mtengo wa Shenhua Group umatsika kwambiri.June ndi July, limasonyeza lonse liniya ndi mkulu mitengo kuchepa, mchitidwe wa posachedwapa zochitika za thanzi la nayonso mphamvu, monga ofooka kutsika kufunika dongosolo kuposa zaka zapitazo, masana bearish mlandu, mabizinesi malasha mu kuthamanga kwambiri otsika mtengo kusungitsa ndi kupatsidwa patsogolo, ndipo mtengo wa mafuta obiriwira amakhalabe pafupifupi $100 mbiya, dongosolo la mtengo wamafuta lothandizidwa ndi kusiyana kwamafuta pakati pa malasha, Pa 300-400 yuan/tani.Kuchokera pamalingaliro awa, ndi kusiyana kodziwikiratu kwamafuta ndi malasha kutsika kwamitengo yamtengo wapatali, magawo amsika akum'mwera chakumadzulo kwa China ali makamaka Shenhua Xinjiang ndi Shenhua Yulin.
Kuyambira June, mtengo watsika kwambiri.Mpaka pano, kutsika kwa mzere ndi 7850 yuan/ton, komwe kuli pafupifupi 13% kutsika kuposa kumtunda.Kutsika kwa mzere mu June ndi kofanana ndi mu Chithunzi 1. Kuchokera pakuwona kusiyana kwa mtengo wa mafuta ndi malasha, kusiyana kwa mtengo wa mafuta ndi malasha kwakhala pafupifupi 50-100 yuan / ton, mu July, mafuta ndi malasha. kusiyana kwa mtengo wa malasha kunachepa, kusiyana kwa mtengo sikuli.Mabizinesi ang'onoang'ono kumsika wakumwera chakumadzulo amakhala filimu yonyamula, nyengo yamafilimu apulasitiki imayang'ana kwambiri gawo lachinayi ndi kotala loyamba, zomwe zafunidwa posachedwa sizothandiza kwambiri.Pankhani ya zoperekera, ndi ntchito ya Yulin Chemical ndi Tarim Petrochemical, mafuta opangira mafuta kumwera chakumadzulo kwa China awonjezeka kwambiri, ndipo gawo la msika wamafuta opangira mafuta lakula pang'onopang'ono, pomwe mzere wopangidwa ndi malasha ulibe. phindu lamtengo posachedwapa, ndipo gawo la msika latsika kwambiri.
Msika wocheperako kumwera chakumadzulo kwa China udakhazikitsidwa makamaka pakupanga mafuta.Mtengo wotsika kwambiri wa filimuyo ndi wapamwamba komanso wamphamvu, ndipo mtengo wake ndi 10,000 yuan/ton.Kutsatiridwa ndi kujambula kwa waya wocheperako komanso chitoliro chotsika, mtengo wapamwamba kwambiri ndi 9750 yuan/tani, 9600 yuan/tani;Mitengo yopangira jekeseni yotsika komanso yotsika mtengo ndiyotsika kwambiri, yapamwamba kwambiri pachaka ndi 9400 yuan/tani, 8800 yuan/tani.Mu June, otsika kufunika nyengo pamodzi ndi chikoka cha kutentha kwa nyengo, kuwonjezera okhwima ankafuna thandizo la otsika kuthamanga filimu, ena otsika kuthamanga mitundu anasonyeza osiyana osiyanasiyana kuchepa.Mtengo wotsika ndi otsika kuthamanga dzenje, jekeseni akamaumba, chitoliro, mtengo ndi za 8300-8400 yuan/tani.
Malinga ndi mitunduyi, msika wamapaipi otsika kwambiri ndi CNPC 100N ndi Tarim 23050, ndipo zida zotsika mtengo komanso zotsika mtengo pamsika ndizinthu zonse zamabizinesi a CNPC.Posachedwapa, mabizinesi kunsi mtsinje chitoliro ndi kutentha ndi nyengo yamvula, ndi mtengo chitoliro kuphatikiza katundu wa Yan 'an Neng Chemical ndi China-Korea Petrochemical ndi apamwamba kuposa mtengo chitoliro kum'mwera chakumadzulo msika, kotero gawo msika wa otsika-anzanu chitoliro makamaka lolamulidwa ndi mabizinesi petrochina.
Filimu yotsika kwambiri, yotsika mtengo, yotsika mtengo kwambiri, msika wakum'mwera chakumadzulo udatsikanso.Pakali pano, mtengo wa filimu yotsika kwambiri Lotte 7000F ndi pafupifupi 9000 yuan/ton.Mabizinesi apansi panthaka nthawi zambiri amatulutsa ndi kuphatikiza kophatikizana kwa zinthu zochokera kunja ndi zapakhomo.Pamene mtengo wobwereketsa ukukwera, gawo lowonjezera lidzatsikanso, ndipo kufunikira kwa filimu yapanyumba yotsika kwambiri kudzakwera.Pakalipano, Dushanzi 6095H ndi Daqing Petrochemical 6097 ndi mafilimu akuluakulu omwe ali ndi mphamvu zochepa, ndipo Chuanhua 9453 ndi Xibur 10500 ndi mafilimu akuluakulu omwe ali ndi mphamvu zochepa.Kuchokera pamalingaliro a msika wamafilimu otsika kwambiri, akadali malo akulu amsika omwe amapangidwa ndi mabizinesi a petrochina.
Pankhani yojambula mawaya otsika kwambiri, kutsika kocheperako komanso jekeseni wocheperako, mawaya otsika kwambiri amafunikira kumwera chakumadzulo kwa China.Pakalipano, makamaka imayang'aniridwa ndi Lanhua 5000S yoperekedwa ndi petrochina, yomwe imakhala ndi chakudya chokwanira komanso chimbudzi chochepa.Pankhani ya low-pressure hollow, Dushanzi Petrochemical and China-Korea Petrochemical 5502, Dushanzi Petrochemical supply khola mtengo ndi wochepa kwambiri, mafuta amatenga gawo lalikulu pamsika pamsika wopanda zopanikizika;Zinthu zomangira jekeseni wotsika kwambiri nthawi zambiri zimakhala 8008T za Dushanzi Petrochemical ndi Tarim Petrochemical, zotsatiridwa ndi jekeseni wamakampani opanga malasha.
Pomaliza, kumsika wakumwera chakumadzulo, kuphatikiza pakupanga malasha opanikizika kwambiri, magawo amsika otsika kwambiri komanso zinthu zofananira ndi mabizinesi a CNPC.Mwa iwo, Yulin Chemical ndi Talimu Petrochemical onse ndi zida zopepuka za hydrocarbon.Ubwino wamtengo wopangira polyethylene kuchokera ku gasi wa shale ndi wocheperako kuposa kupanga olefin kuchokera ku malasha.Zikuyembekezeka kuti gawo la msika wa malasha-to-polyethylene kum'mwera chakumadzulo kwa China silidzawonjezeka mu theka lachiwiri la chaka.
Nthawi yotumiza: Jul-27-2022