Ngo-Epreli ka-2024, imakethi yeplastiki yobunjineli yabonisa indlela exubeneyo yokunyuka nokuhla. Ukubonelelwa ngokungqongqo kwempahla kunye nokunyuka kwamaxabiso kuye kwaba yeyona nto iphambili eqhubela phambili ukuthengisa, kwaye iindlela zokupaka kunye nezonyusa amaxabiso ezityalo ezinkulu zepetrochemical zikhuthaze ukunyuka kwentengiso yendawo. Nangona kunjalo, imfuno yemarike ebuthathaka ikhokelele ekwehleni kwamanye amaxabiso emveliso. Ngokukodwa, amaxabiso eemveliso ezifanaPMMA, I-PC, kunye ne-PA6 ziye zanda, ngelixa amaxabiso eemveliso ezifana ne-PET, i-PBT, i-PA6, kunye ne-POM ziye zahla.

Imarike yePC

Icala lobonelelo: Ngo-Epreli, imakethi yePC yasekhaya iye yafumana uluhlu olumxinwa lokuguquguquka kunye nokudityaniswa ngaphambi kokuqhawuka kunye nokunyuka. Ekupheleni kwenyanga, amaxabiso abuyele kwelona nqanaba liphezulu ukusukela kwikota yesine yalo nyaka uphelileyo. Kwisiqingatha sokuqala senyanga, nangona izixhobo ze-PC ze-Hainan Huasheng zavalwa ukuvalwa kunye nokugcinwa komgca ogcweleyo, ukusebenza ngokubanzi kwezinye izixhobo zePC zasekhaya zazizinzile, kwaye kwakungekho xinzelelo olukhulu kumacala omabini okubonelela kunye nokufunwa. Nangona kunjalo, kwisiqingatha sokugqibela sonyaka, kunye nokuphindaphindwa okubalulekileyo kwe-PC enyukayo yemathiriyeli ekrwada kunye nokunyuka okuqhubekayo kwemathiriyeli ehambelanayo, kudityaniswa nokusebenza kwesitokhwe kwezinye iifektri ezisezantsi ngaphambi koMhla kaMeyi, amaxabiso ePC anyuka ngokukhawuleza. NgoMeyi, nangona kusekho izicwangciso zokugcinwa kwesixhobo se-PC, kulindeleke ukuba ilahleko yolondolozo iya kulungiswa. Ngelo xesha, i-Hengli Petrochemical ye-260000 yeetoni / ngonyaka umthamo wokuvelisa isixhobo se-PC uya kukhutshwa ngokuthe ngcembe, ngoko ke kulindeleke ukuba ukunikezelwa kwe-PC yasekhaya ngoMeyi kuya kunyuka xa kuthelekiswa nokulindela kule nyanga.

Icala lemfuno: Ekupheleni kuka-Epreli, nangona amaxabiso emarike yePC enyukile, bekungekho nto ilindelekileyo ilungileyo kwicala lemfuno. Ukuthengwa kwe-PC esezantsi akukwazanga ukuqhubela phambili imarike phezulu. Ukungena ngoMeyi, kulindeleke ukuba icala lemfuno liya kuhlala lizinzile, okwenza kube nzima ukuba nefuthe elibalulekileyo lokuqhuba kwimarike yePC.

Icala leendleko: Ngokweendleko, i-bisphenol A ekrwada kulindeleke ukuba iguquguquke kancinci kwinqanaba eliphezulu ngoMeyi, kunye nenkxaso yeendleko ezincinci zePC. Ukongeza, njengoko amaxabiso e-PC enyuka ukuya kuthi ga kwisiqingatha sonyaka phezulu kwaye akukho ziseko ze-bullish zaneleyo, ulindelo lomngcipheko wemarike luyenyuka, kunye nokuthatha inzuzo kunye nokuthunyelwa kuya kunyuka, ngakumbi ukucinezela imida yenzuzo yePC.

PA6 Slice Market

Icala lobonelelo: Ngo-Epreli, i-PA6 imakethi yokusika yayinecala lobonelelo olwaneleyo. Ngenxa yokuqaliswa kwakhona kwezixhobo zokulondoloza i-caprolactam yezinto eziluhlaza, umthwalo wokusebenza unyukile, kwaye i-inventory yezinto ezibonakalayo kwisityalo se-polymerization siphezulu. Kwangaxeshanye, unikezelo lwendawo lukwabonisa ubume obaneleyo. Nangona ezinye iifektri ezidityanisiweyo zine-inventri elinganiselweyo, uninzi lwazo luzisa iiodolo kwasekuqaleni, kwaye uxinzelelo lonikezelo lulonke alubalulekanga. Ukungena ngoMeyi, ukunikezelwa kwe-caprolactam kwaqhubeka kuhlala ngokwaneleyo, kwaye ukuveliswa kweefektri ze-polymerization kwahlala kwinqanaba eliphezulu. Ubonelelo kwisiza lwahlala lwanele. Kwiintsuku zokuqala, ezinye iifektri zaqhubeka nokuhambisa iiodolo kwangethuba, kwaye uxinzelelo lokubonelela kulindeleke ukuba luqhubeke. Nangona kunjalo, kuyafaneleka ukuqaphela ukuba uphuhliso lwamva nje olulungileyo lorhwebo lokuthumela ngaphandle, ukwanda kwemiyalelo yokuthumela ngaphandle ehlanganisiweyo, okanye uluhlu oluqhubekayo olubi lwenani elincinci leefektri, luya kuba nempembelelo ethile kwicala lokubonelela.

Icala leMbango: Ngo-Epreli, icala lemfuno yemalike ye-PA6 yokusika yayiyi-avareji. Udityaniso olusezantsi lubandakanya ukuthenga okufunwayo kunye nemfuno enyiniweyo. Phantsi kwempembelelo yemfuno esezantsi, imizi-mveliso yasentla iwathobile amaxabiso emizi-mveliso yawo. Nangona kunjalo, njengoko iholide yoSuku lukaMeyi isondela, imeko yentengiselwano yemarike iye yaphucuka, kwaye ezinye iifektri ezidityanisiweyo zithengiswe kwangaphambili de kube sekupheleni kweholide yoSuku lukaMeyi. NgoMeyi, icala lemfuno kulindeleke ukuba lihlale lizinzile. Kwisiqingatha sokuqala sonyaka, ezinye iifektri ziqhubekile nokuzisa ii-odolo zakwangoko, ngelixa udibaniso olusezantsi luxhomekeke kakhulu ekuthengeni okufunwayo, okubangele imfuno enyiniweyo. Nangona kunjalo, xa kuqwalaselwa uphuhliso oluhle lorhwebo lokuthumela ngaphandle kunye nokwanda kwemiyalelo yokuthumela ngaphandle ehlanganisiweyo, oku kuya kuba neempembelelo ezintle kwicala lemfuno.

Icala leendleko: Ngo-Epreli, inkxaso yeendleko ezibuthathaka yayiyeyona nto iphambili ye-PA6 yemarike yokusika. Ukuguquguquka kwexabiso le-caprolactam ye-raw material ibe nefuthe elithile kwiindleko zokuqhawula, kodwa ngokubanzi, ukuxhaswa kweendleko kulinganiselwe. Ukungena ngoMeyi, icala leendleko kulindeleke ukuba liqhubeke liguquguquka. Ngenxa yokunikezelwa okwaneleyo kwe-caprolactam, ukuguquguquka kwexabiso layo kuya kuba nefuthe elithe ngqo kwiindleko ze-PA6 slicing. Kulindeleke ukuba imarike iya kuhlala ibuthathaka kwaye izinzile kwiintsuku ezilishumi zokuqala, ngelixa kwiintsuku ezilishumi zesibini, imarike inokulandela ukuguquguquka kweendleko kwaye ibonise uhlengahlengiso oluthile.

PA66 Market

Icala lobonelelo: Ngo-Epreli, imakethi ye-PA66 yasekhaya ibonise ukuguquguquka, kunye namaxabiso aphakathi kwenyanga ehle kancinci nge-0.12% ngenyanga kunye ne-2.31% unyaka nonyaka. Ngaphandle kokunyuka kwexabiso lokubulawa kwe-1500 yuan/toni yiYingweida yehexamethylenediamine ekrwada, imveliso ye-Tianchen Qixiang ye-hexamethylenediamine ihleli izinzile, kwaye ukonyuka konikezelo lwemathiriyeli ekrwada kukhokelele ekudityaneni okubuthathaka kwexabiso lendawo ye-hexamethylenediamine. Lilonke, icala lokubonelela lizinzile kwaye imarike inobonelelo olwaneleyo. Ukungena ngoMeyi, iyunithi ye-adiponitrile ye-Nvidia icwangciselwe ukugcinwa kwinyanga enye, kodwa ixabiso lendawo yokubulawa kwe-adiponitrile lihlala lizinzile kwi-26500 yuan / ton, kunye neyunithi ye-adiponitrile ye-Tianchen Qixiang nayo igcina ukusebenza okuzinzile. Ngoko ke, kulindeleke ukuba unikezelo lwezinto eziluhlaza luya kuqhubeka luhlala luzinzile kwaye akuyi kubakho ukuguquguquka okubalulekileyo kwicala lokubonelela.

Icala lemfuno: Ngo-Epreli, imfuno yokugcina yayibuthathaka, kwaye imvakalelo esezantsi ngamaxabiso aphezulu yayinamandla. Imakethi yayigxile ikakhulu kwimfuno engqongqo yokuthengwa kwempahla. Nangona unikezelo luzinzile kwaye luninzi, ukungonelanga kwemfuno kwenza kube nzima kwimarike ukubonisa ukunyuka okubalulekileyo. Kulindeleke ukuba imfuno ye-terminal ihlale ibuthathaka ngoMeyi, kungekho ndaba zimnandi ziyayinyusa. Amashishini asezantsi kulindeleke ukuba aqhubeke nokugxila ekuthengeni okubalulekileyo, kwaye imfuno yemarike ayinakwenzeka ukuba iphucule kakhulu. Ke ngoko, kwicala lemfuno, imakethi ye-PA66 isaya kujongana noxinzelelo oluthile olusezantsi.

Icala leendleko: Ngo-Epreli, inkxaso yecala yeendleko yayizinzile, kunye namaxabiso e-adipic acid kunye ne-adipic acid ebonisa ukuguquguquka. Ngaphandle kokuguquguquka kwamaxabiso ezinto ezikrwada, akukho tshintsho lubalulekileyo kwinkxaso yeendleko zizonke. Ukungena ngoMeyi, ukugcinwa kweyunithi ye-Nvidia adiponitrile ingaba nefuthe elithile kwiindleko zezinto ezibonakalayo, kodwa amaxabiso e-adipic acid kunye ne-adipic acid kulindeleke ukuba ahlale eqinile. Ke ngoko, ngokwembono yeendleko, inkxaso yeendleko zentengiso ye-PA66 ihlala izinzile.

Imarike yePOM

Icala lobonelelo: Ngo-Epreli, imakethi yePOM ifumene inkqubo yokucinezela kuqala kwaye yandisa unikezelo. Ngeentsuku zokuqala, ngenxa yeholide ye-Qingming Festival kunye nokunciphisa amaxabiso kwizityalo zepetrochemical, ukuthengiswa kweemarike kwakukhululekile; Ukugcinwa kwezixhobo zaphakathi kwenyanga kukhokelele ekuqiniseni ukubonelela, ukuxhasa ukunyuka kwamaxabiso; Kwisiqingatha sokugqibela sonyaka, izixhobo zokugcina zabuyiselwa, kodwa ukunqongophala kwempahla kwaqhubeka. Kulindeleke ukuba icala lonikezelo ligcine imbonakalo ethile elungileyo ngoMeyi. I-Shenhua Ningmei kunye ne-Xinjiang Guoye zinezicwangciso zokulondoloza, ngelixa i-Hengli Petrochemical iceba ukunyusa imveliso, kunye nokubonelela ngokubanzi kuya kuhlala kuqinile.

Icala leMbango: Imfuno yemarike yePOM ngo-Epreli yayibuthathaka, kwaye isakhono setheminali sokwamkela iiodolo sasingalunganga. NgoMeyi, kulindeleke ukuba imfuno ye-terminal iqhubeke ibe yimfuno eqinile yee-odolo ezincinci, kwaye i-factory iya kubamba i-50-60% yemveliso kwaye ilinde isikhokelo somyalelo omtsha.

Icala leendleko: Icala leendleko lineempembelelo ezilinganiselweyo kwimarike yePOM ngo-Epreli, kodwa kulindeleke ukuba iikowuteshini zaphakathi ukuya kweziphezulu ziya kuhlala zomelele ngoMeyi ngenxa yempembelelo yokunyuka kwexabiso lezinto ezithengwa kumazwe angaphandle. Nangona kunjalo, imfuno ebuthathaka kunye nokhuphiswano oluvela kwimithombo ephantsi iya kuchaphazela izibonelelo eziphantsi, ezinokukhokelela ekulindelweni okuhla.

Imarike yePET

Icala lobonelelo: Ngo-Epreli, imarike yetshiphu yebhotile yepolyester yaqala yanyuswa yi-oyile ekrwada kunye nemathiriyeli ekrwada, ngamaxabiso anyukayo. Kwisiqingatha sesibini senyanga, amaxabiso ezinto eziluhlaza awile, kodwa iifektri zinyuse amaxabiso, kwaye imarike isagcina inqanaba lexabiso elithile. Ukungena ngoMeyi, ezinye izibonelelo ezikumzantsi-ntshona zinokuhlengahlengiswa ngokwemeko yezixhobo ezikrwada, kwaye unikezelo lunokwanda kancinci phantsi kolindelo lwezibonelelo ezitsha eziza kufakwa ekusebenzeni.

Icala lemfuno: Iinkxalabo zemarike ngo-Epreli ziqhubele phantsi kunye nabathengisi ukuba baphinde babuyisele, ngokurhweba okusebenzayo kwisiqingatha sesibini senyanga. NgoMeyi, kulindeleke ukuba ishishini lesiselo esithambileyo lingene kwixesha lencopho lokuzalisa, ngokunyuka kwemfuno yamaphepha e-PET kunye nokuphucuka ngokubanzi kwimfuno yasekhaya.

Icala leendleko: Inkxaso yeendleko yayinamandla kwisiqingatha sokuqala sika-Epreli, kodwa buthathaka kwisiqingatha sesibini. Ukungena kuMeyi, ukuhla okulindelekileyo kwi-oyile ekrwada kunye notshintsho kwimpahla ekrwada kunokukhokelela kwinkxaso yeendleko ezibuthathaka.

Imarike yePBT

Icala lokubonelela: Ngo-Epreli, bekukho ukugcinwa okuncinci kwezixhobo ze-PBT, okukhokelela kwimveliso ephezulu kunye necala lokubonelela. NgoMeyi, ezinye izixhobo ze-PBT zilindeleke ukuba zigcinwe, kwaye kulindeleke ukuba unikezelo luya kuncipha kancinci. Nangona kunjalo, ngokubanzi, icala lokubonelela liya kuqhubeka lihlala liphezulu.

Icala leendleko: Ngo-Epreli, icala leendleko libonise imeko eguquguqukayo, kunye namaxabiso emarike ye-PTA ekuqaleni omelele kwaye emva koko abuthathaka, i-BDO iqhubeleka nokuhla, kunye nokugqithiswa kweendleko ezimbi. Ukungena ngoMeyi, amaxabiso emarike e-PTA anokunyuka kuqala aze ehle, kunye nemirhumo yokulungisa iphantsi ngokwentelekiso; Ixabiso lemarike ye-BDO likwinqanaba eliphantsi, elinokumelana nokurhweba okuphezulu kwimarike, kwaye kulindeleke ukuba icala leendleko liya kugcina ukuguquguquka koluhlu.

Icala leMbango: Ngo-Epreli, abathengi abasezantsi kunye ne-terminal baphinde bahlawulela kwiidiphu, kunye neentengiselwano ezijikelezayo kwii-odolo ezincinci ezifunwayo, okwenza kube nzima kwimfuno yemarike ukuphucula. Ukungena ngoMeyi, imarike ye-PBT ingenise i-off-season yendabuko, kunye neshishini elijikelezayo elilindeleke ukuba libe nokwehla kwimveliso. Imfuno yokuguqulwa kwentsimi isalungile, kodwa inzuzo ihlile. Ngaphezu koko, ngenxa yengqondo ye-bearish kwimarike yexesha elizayo, intshiseko yokuthenga iimpahla ayikho phezulu, kwaye iimveliso ezininzi zithengwa njengoko zifunekayo. Lilonke, icala lemfuno lisenokuqhubeka licotha.

Imarike yePMMA

Icala lokubonelela: Nangona ukuveliswa kwamasuntswana e-PMMA kwimarike kunyukile ngenxa yokunyuka kwesiseko somthamo wemveliso ngo-Epreli, ukusebenza kwefektri kwehle kancinci. Kulindeleke ukuba imeko ye-particle spot spot ngoMeyi ayiyi kuncitshiswa ngokupheleleyo kwixesha elifutshane, kwaye ezinye iifektri zinokuba nokulindela ukugcinwa, ngoko ke inkxaso yokubonelela isekhona.

Icala leMbango: Ukuthengwa kwemfuno ephantsi komsinga, kodwa ngononophelo ekulandeleni imfuno ephezulu. Ukungena ngoMeyi, i-terminal yokuthenga ingqondo ihlala ilumkile, kwaye imarike igcina imfuno eyomeleleyo. Icala lemfuno:

Iindleko ezilumkileyo: Ixabiso elingumndilili weMMA ekrwada emarikeni linyuke kakhulu ngo-Epreli, ngamaxabiso aphakathi kwenyanga e-East China, eShandong, naseMazantsi e-China emarike yonyuka nge-15.00%, 16.34%, kunye ne-8.00% ngenyanga, ngokulandelelana. Uxinzelelo lweendleko lukhokelele ekwenyukeni kwamaxabiso emarike yamasuntswana. Kulindeleke ukuba amaxabiso e-MMA aya kuhlala ephezulu kwixesha elifutshane, kwaye iindleko zeefektri zamasuntswana ziya kuqhubeka ziphantsi koxinzelelo.