nkhani

Mu 2023, kusinthasintha kwamitengo ya dizilo ku China, kuwonjezeka kwakukulu kuwiri kwakwera poyembekeza, m'malo mwa nyengo yam'mwamba, kuyambira pa Disembala 11, mtengo wamsika wa dizilo wa 7590 yuan/tani, kukwera 0.9% kuyambira koyambirira kwa chaka, kutsika ndi 5.85 % chaka ndi chaka, mtengo wapachaka wa 7440 yuan/tani, kutsika ndi 8.3% chaka ndi chaka. Kuyambira kuchiyambi kwa chaka chino, mtengo wapachaka wa Brent wa 82.42 US dollars / mbiya, kutsika ndi 17.57%, kutsika kwamafuta osakanizika ndikwambiri kuposa dizilo, ndipo mbali yoperekera ndi kufunikira imathandizira mtengo wa dizilo kuposa wopanda mafuta. mafuta.

2023 dizilo cracker mtengo kufalikira akadali apamwamba kuposa nthawi yomweyi chaka chatha nthawi zambiri, kuyambira September ndi kuchepa kwa mitengo msika, cracker mtengo kufalikira anayamba kutsika, phindu malonda m'malo mwake, kuyambira 2023 kupanga dizilo m'banja ndi phindu ritelo momwe kufalitsa? Kodi tsogolo lidzasintha bwanji?

Chaka chino, mtengo wa mafuta dizilo anayamba mwamphamvu, kuyambira kuwerengera otsika chiyambi cha chaka, ndi ziyembekezo zabwino pambuyo pa mapeto a mliri, kutsegula overdraft wa katundu pasadakhale, ndiyeno kufunika ndi zosakwana. kuyembekezera, mtengo wa mafuta a dizilo unagwa pafupifupi 300 yuan / tani mu March, kuchepa kwake kuli kochuluka kwambiri kuposa mafuta a petulo, chifukwa cha katundu wa dizilo woyambirira kwambiri pamphepete mwapamwamba, ndipo mtengo unagwa pamene pakati ndi pansi pamtsinje zidataya katundu wambiri. M'mwezi wa Epulo, mbali yamtengo wapatali ndiye chifukwa chachikulu chothandizira kukwera kwamitengo, OPEC + kuchepetsa kupanga kowonjezera kunakweza mitengo yamafuta padziko lonse lapansi kuposa 7%, malire amtengo wamafuta oyengedwa adalandiranso kuwonjezeka kwakukulu kopitilira 500 yuan / tani. m'chaka, kuthandizira kukwera kwa mitengo ya dizilo, koma kufunidwa mochedwa kumakhala kovuta kuthandizira kuwonjezeka kunayamba kulowa mumtsinje wopita pansi, kugwera ku 7060 yuan / tani pa June 30. Mtengo wa Shandong woyenga wodziimira yekha unagwa pansi pa 7,000 yuan / tani. mu June, ndipo mtengo wamtengo wapatali unagwera ku malo otsika kwambiri a 6,722 yuan / tani pa June 28. Mu July, ndi kufalikira kwa mtengo wosweka kugwera pa msinkhu wa zaka khumi, amalonda anayamba kutsegula maudindo pasadakhale, ndipo mtengo unakwera. mpaka m'munsi mwa chiwongolero choyembekezeredwa, ndikuwonjezeka kwa 739 yuan/tani mkati mwa mweziwo. Kuyambira Ogasiti mpaka Seputembala, malingaliro ndi zofuna zidathandizira kusinthasintha kwakukulu kwamitengo yamafuta, kuyambira Okutobala, mtengowo unayamba kugwa, ndipo mtengo womwe udawuka pasadakhale nawonso unagwa pasadakhale. Mu November, pamene mtengo unagwera pamtengo wamtengo wapatali wazitsulo zina, zoyengazo zinayamba kuchepetsa katunduyo, ndipo makampani akuluakulu adachepetsanso ndondomeko yopangira zinthu malinga ndi zomwe akuyembekezera komanso zofuna zawo. Kupanga kwamafuta onse amafuta ndi dizilo mu Novembala kunali kotsika kwambiri kwa nthawi yomweyo kuyambira 2017, mitengo yothandizira, mafuta osakhazikika adatsika ndi 7.52 peresenti ndipo dizilo idatsika ndi 3.6 peresenti. Mu Disembala, kupanga dizilo kukuyembekezekabe kukhala kotsika kwambiri munthawi yomweyi kuyambira 2017, ndipo padakali chithandizo champhamvu chamitengo.

Kuyambira 2023, kusiyana kwamtengo wapakati pakusweka kwa dizilo ku Shandong yoyenga yodziyimira payokha ndi 724 yuan/tani, mpaka 5.85% poyerekeza ndi nthawi yomweyi mu 2022, chaka chikuwonetsa kufooka kwamphamvu pamaso pa amphamvu, theka loyamba la chaka ndilapamwamba kwambiri. kuposa nthawi yomweyi chaka chatha, September anayamba kutsika kusiyana ndi msinkhu wa chaka chatha, chikhalidwecho chimasiyanitsidwa ndi nthawi yomweyi chaka chatha, nyengo yapamwamba inakana, nyengo yowonongeka, yosiyana ndi malamulo a nyengo yapitayi .

Kuyambira kuchiyambi kwa 2023, phindu lapakati pa malonda a mafuta a dizilo aku China ndi 750 yuan / tani, kutsika ndi 6.08% poyerekeza ndi nthawi yomweyi mu 2022, zomwe zikuchitikazi zikutsutsana ndi kufalikira kwamitengo, ndikuwonetsa mawonekedwe a ofooka poyamba. magawo atatu ndi amphamvu m'gawo lachinayi, ndipo machitidwe a malonda ogulitsa m'mbuyomo amasonyeza kusintha kosiyana, makamaka chifukwa cha kuchepa koyambirira kwa mitengo yamafuta mu nyengo yogwiritsira ntchito, ndipo mtengo wogula malo opangira mafuta watsika.

Kuyambira mu Disembala, kufalikira kwamitengo ya dizilo kunakwera kwambiri, ndipo kunafika pa 1013 yuan/tani pa Disembala 7, kukwera kwamitengo yamafuta opangira mafuta kufalikira munyengo yomwe simagwiritsidwa ntchito, kukangana kwazinthu zopangira mafuta a dizilo otsika komanso mtengo wapamwamba wa dongosolo la sitimayo unakhudzanso kufunika kogula kwa makampani ena ogulitsa malonda, ndipo malonda oyendetsa sitimayo anachepetsedwa kwambiri. Ndipo kuwonjezeka kwa mwezi uno kumachepa ndi zipangizo zopangira, kukwera kungakhale kochepa, ngakhale kuti ena oyeretsa ku Shandong angagwiritse ntchito gawo la chiwerengero cha chaka chamawa pasadakhale, koma chikalata chololedwa cha 2024 chikuyembekezeka kuperekedwa pamaso pa 25, zowonjezera zowonjezera. zipangizo ndi zochepa kwambiri, ndi kumpoto kuzirala kwambiri, kufunika akuyembekezeka kuchepa, kusiyana pakati pa kupereka ndi kufunika adzakhala pang'onopang'ono anakonza, amalonda ena ayamba kufupikitsa akulimbana kufalikira, Bearish patsogolo dizilo. Zikuyembekezeka kuti mu Januwale chaka chamawa, kusowa kwa zopangira zoyengera kuthetsedwa, kuperekerako kukuyembekezeka kukwera, ndipo mtengo wa dizilo ndi kusiyana kwamitengo yosweka zimaponderezedwa pamlingo wina, ndipo kufalikira kwa phindu kumasamukira ku malonda ogulitsa.

 


Nthawi yotumiza: Dec-14-2023