Mwezi wa Novembala unatha, zinthu zatsopano za PE zinapitirizabe kugwedezeka; Kuchepa kwa kufunikira, kutulutsidwa kochepa; Maganizo a makampani opanga zinthu zatsopano amakhudzidwanso ndi zinthu zoyipa komanso kusintha nthawi zonse, koma mkhalidwe wa katundu wa PE wobwezeretsanso ndi mtengo wake ndi wovuta kusuntha, zomwe sizikugwirizana ndi machitidwe amalonda a makampani opanga zinthu zatsopano.

Choyamba, macro support passivation material new material PE shock decline

Msika wa polyethylene wakonzedwa bwino chifukwa cha thandizo lamphamvu la mbali yayikulu, koma palibe njira ina yabwino, chithandizo cha mtengo chikupitirira kufooka, msika wa polyethylene ukubwerera ku maziko a bearish, ndipo mtengo wamsika ukukwera ndi kutsika. Mafakitale otsika akungofunikabe kukhalapo, chifukwa cha kutsika kwa mitengo yamsika, mafakitale otsika kuti akwaniritse zosowa zochepa, zinthu zogulitsa zamabizinesi ndi zinthu zosungiramo zinthu za anthu zikutsika pang'ono, msika wa polyethylene unayamba kupanga pang'onopang'ono mtengo wotsika.

Mitengo ya PE ya zinthu zatsopano ikupitirira kutsika, kusiyana kwa mitengo pakati pa zinthu zatsopano ndi zakale kukupitirira kutsika, kuyambira pa Novembala 24, kusiyana kwa mitengo pakati pa zinthu zatsopano ndi zakale kwatsika kuchoka pa 1200 yuan/tani, ndipo pansi pa kupsinjika kwakukulu, kusiyana kwa mitengo pakati pa zinthu zatsopano ndi zakale kudzapitirira kutsika, ndikuletsa kuyenda kwa tinthu tobwezerezedwanso.

Chachiwiri, yambani ndi kuyamba kugula zinthu zoyambira ndi zoyambira ndi maoda a anthu wamba

Chithunzi choyambira zinthu zobwezerezedwanso za PE

Sabata ino, pali kusiyana kwa kuchuluka kwa ntchito zamabizinesi opanga mafilimu a zaulimi m'madera osiyanasiyana mdzikolo. Pakati pawo, kuchuluka kwa ntchito zamabizinesi kumpoto chakum'mawa ndi kumpoto kwa China kunatsika pakati pa 1%-5%, makamaka chifukwa cha mpweya wozizira kumpoto chakum'mawa kwa China kale, kutha kwa nyengo yamafilimu osungiramo zinthu zakale kunali koyambirira kuposa madera ena, ndipo kuchuluka kwa ntchito ku North China kunatsika pang'ono. Ku East China, South China, Central China, Northwest ndi Southwest China, kuchuluka kwa ntchito zamabizinesi kunakwera pakati pa 1% ndi 5%.

Malinga ndi momwe msika ulili panopa, 61.40% ya makampani opanga mafilimu a zaulimi akadali ndi malingaliro okhazikika pamtengo wolunjika, ndipo amakhulupirira kuti malingaliro a makampani opanga mafilimu a zaulimi ndi olimba, ndipo maoda osonkhanitsidwa a mafilimu a zaulimi akuyamba kuchepa, chithandizo chapamwamba chikuchepa, ndipo mtengo wa zipangizo zopangira umakhala wokhazikika kwambiri pamapeto pake. 31.58% ya makampani opanga mafilimu a zaulimi ali ndi malingaliro okhazikika pamitengo yolunjika, akukhulupirira kuti malingaliro odikira ndikuwona a makampani opanga mafilimu a zaulimi ndi olimba, ndipo maoda osonkhanitsidwa a mafilimu a zaulimi akuyamba kuchepa, chithandizo chapamwamba chikuchepa, ndipo mtengo wa zipangizo zopangira umakhala wokhazikika kwambiri pamapeto pake. 7.02% ya makampani opanga mafilimu a zaulimi ali ndi malingaliro okhazikika pamitengo yolunjika, kuti kuchepa konse kwa kupanga mafilimu a zaulimi sikukuonekeratu, pali chithandizo chofuna zinthu zopangira, ndipo mitengo ya polyethylene ili ndi malo ochepa ofufuzira. Mwachidule, makampani ambiri opanga zinthu zotsika ali ndi malingaliro okhazikika pamsika wa masana, zomwe zimathandiza kuti malonda a msika wa masana ayambe kuyenda bwino, ndipo amatha kupereka chithandizo china ku tinthu tobwezerezedwanso.

Chachitatu, malingaliro oipa okhudza makampani okonzanso zinthu zatsopano ndi osakhazikika

Pakadali pano, gawo la kukonzanso, kufalikira kwa malingaliro a bearish, chithandizo cha bearish ndi chochepa, malingaliro a Xiaobian pamsika wa regeneration PE akuyembekezeka, 39.97% akuyang'ana malingaliro kuti awone kukhazikika, 50.86% malingaliro a bearish, 8.63% yoyenera. Pansi pa nyengo yopanda nyengo, kugula zinthu zopangira ndi mafakitale ogulitsa zinthu otsika kwatsika kwambiri, ndipo mtengo wa zinthu zatsopano PE watsika, ngakhale kusiyana kwa mitengo pakati pa zinthu zatsopano ndi zakale kukadali pakati pa yuan yoposa 1,000 pa tani, koma kusiyana kwa mitengo pakati pa zinthu zatsopano ndi zakale sikukwanira pamsika wamtsogolo, ndipo kusiyana kwa mitengo pakati pa zinthu zatsopano ndi zakale kudzapitirira kuchepa. Kubwezeretsa kwachuma kwamkati ndi kwakunja kuli pang'onopang'ono, maoda a fakitale yopanga zinthu otsika nyengo yochepa angakhale ovuta kupeza, zomangamanga sizili zapamwamba pakugula zinthu zopangira ndizofooka. Kutengera ndi zifukwa zomwe zili pamwambapa, makampani opanga zinthu zatsopano ali ndi malingaliro a bearish pamsika wamtsogolo.

Mwachidule, kukwera kwaposachedwa kwa msika, magulu onse omwe ali mu unyolo wa mafakitale ali ndi kusintha kwakukulu kapena kochepa, koma bizinesi yokonzanso zinthu ndi yosamala kwambiri, kuphatikiza ndi chithandizo cha mbali ya mtengo, bizinesi yokonzanso zinthu ikugwira ntchito bwino, msika wamtsogolo upitiliza kukhazikika pamsika, liwiro la katundu ndi lochepa. Fujian high pressure white pass primary particle mainstream reference 6200-6300 yuan/tani, Hebei low pressure Wahaha wamba wophwanya zinthu mainstream reference 4400 yuan/tani, Hebei high pressure white pass primary particle mainstream reference price 6100-6300 yuan/tani, Hebei Wahaha white particle mainstream reference price 5900-6000 yuan/tani, Juxian EVA granulation mainstream reference price 6000-6200 yuan/tani.