Mu 2023, msika wa MMA udakumana ndi mafunde anayi amisika yomwe ikukwera, makamaka chifukwa chamalingaliro ofunikira kuti athetse zochitika zanthawi zonse, monga kuwonjezera pa ngozi zomwe zidakonzedwa ndi fakitale, kutsagana ndi kuyimitsidwa kwadzidzidzi, msika udakhazikika kuti uthandizire msika. nthawi zambiri, pomwe msika waku East China udadutsa "12000" kapena kupitilira apo kanayi, kutha kwa msika, msika waku East China udafika 12800 yuan/tani pafupi. 2024 kutsegulira njira yonse yofiira, yokwera kwatsopano, kuyambira pa Januware 9, msika waku East China mu 13,100 yuan/tani kuyambira mtengo wapafupi, pali zotsatsa zina zapamwamba, msika waku South China udamva kuti mitengo ina yokwera 14,000 yuan/tani kapena kupitirira apo.

Monga tikuwonera pachithunzi pamwambapa, msika wakwera kwambiri kuyambira Disembala 2023, ndikukwera kwambiri, ndipo mtengowo wadutsa mopitilira muyeso, ndipo mtengo wotsegulira mu 2024 wafika pachiwopsezo chatsopano mchaka chimodzi, ndikutsitsimutsanso kuzindikira kwamakampani.

1, nkhawa yayikulu pamsika womwe ukukwera: MMA ogwiritsa ntchito fakitale ya MMA ndiyotsika

Kuyambira 2023, kuchuluka kwa magwiritsidwe ntchito amakampani a MMA kwakhalabe pa 40% -60%, yomwe ndiyotsika, ndipo kuchuluka kwa ogwiritsa ntchito kwatsika kwambiri kuyambira Disembala mpaka Januware 2024, chomwe ndi chinthu chofunikira kwambiri kuwuka.

2. Nkhawa 2: Chiyanjano chopezeka m'chigawo ndi kufunikira, njira yoperekera komanso kusintha kwamitengo

Mu 2023, kusiyana kwamitengo pakati pa East China ndi South China kudachepa, pomwe matani 305,000 opangira zida zatsopano adawonjezedwa mchaka, matani 100,000 kumpoto chakum'mawa kwa China, matani 120,000 ku South China ndi matani 85,000 ku East China. Kumbuyo kwa kukula kwa mphamvu zopangira, njira yokhazikika yoyendera pakati pa zigawo, ubale wa kusiyana kwamitengo, ndi ubale wopereka ndi kufunikira pakati pa zigawo zosiyanasiyana zidasweka. Mwachitsanzo, kumpoto chakum'mawa sikutumizanso zombo ku South China, ndipo kusiyana kwamitengo yachigawo kumafotokoza. Monga tikuwonera patebulo lotsatirali, mwayi wa arbitrage wa East ndi South China wafowoka pang'onopang'ono, makamaka chifukwa cha kusintha kwa madera komanso ubale wofunikira.

Magawo ena a kuchuluka kwa kagwiritsidwe ntchito kamakampani a MMA ndi ofanana kwambiri ndi kuchuluka kwa kagwiritsidwe ntchito ka acrylonitrile, komwe kulinso chinthu chokhudzidwa kwambiri mu 2023, ndipo kupezeka ndi kufunikira kumayang'anira msika wa MMA, komanso momwe zidayambira- mmwamba ndi chowonekera kwambiri. Kumbuyo kwa zinthu zomwe zimakhudza kuyambika kwa ntchito, kuwonjezera pa zochitika zosayembekezereka, palinso zovuta zomwe zimadza chifukwa cha phindu lazinthu zamakina a mafakitale kumbuyo kwa kukonzanso komwe kunakonzedwa, monga kusiyana kwa phindu la acrylonitrile mu nthawi zina, ndi kuyamba kwa kuchepa.

4, yang'anani 4: Kusintha kofunikira kumaphwanya malingaliro ochiritsira posachedwa msika wakhala wapamwamba

Zofunikira monga chinthu chachikulu chomwe chimakhudza mtengo, ndikofunikira kulabadira, chifukwa chachikulu chomwe msika ukukwera nthawi zambiri mu 2023 ndi chithandizo chothandizira, nyengo yopuma si yofooka, nyengo yapamwamba sikuyenda bwino, ndipo kusintha kwakukulu kwasokoneza maganizo ochiritsira. Monga kufunikira kwa nyengo yopuma mu kotala yachinayi, kutha kwa chaka nthawi zambiri kumakhala kopepuka, ndipo msonkhano umatha kumapeto kwa 2023.

Pamsika wanthawi yayitali, kuchepa kwa zinthu kumakhala kovuta kuthetseratu, mafakitale ena akuchedwa kuti ayambitsenso, kukwera pang'ono kwa sitimayo padoko kumachedwa, ndipo msika ukuyenda kapena kukhala ndi mawu olimba. Pitirizani kuyang'anitsitsa kusintha kwamphamvu kwa zida ndi malonda a malonda pansi.