1,Isishwankathelo seMarike: Amaxabiso e-PTA Asete eNtsha ephantsi ngo-Agasti

Ngo-Agasti, imarike ye-PTA yafumana ukuhla okuphawulekayo okubanzi, kunye namaxabiso abetha i-low low 2024. Lo mkhwa ubangelwa ubukhulu becala ekuqokeleleni okubalulekileyo kwe-PTA kwinyanga yangoku, kunye nobunzima bokunciphisa ngokufanelekileyo ingxaki ye-inventory backlog ngokungabikho kokuvalwa kwezixhobo ezinkulu kunye nokunciphisa imveliso. Ngeli xesha, ukwehla kwemarike ye-oyile ekrwada kumazwe ngamazwe ayiphumelelanga ukunika inkxaso yeendleko ezisebenzayo kwi-PTA, iqhubela phambili ukuhla koxinzelelo lwamaxabiso.

2,Uhlalutyo lwecala lokubonelela: Umthamo ophezulu wemveliso osebenzayo, uluhlu lwempahla lufikelela kwiindawo eziphezulu ezintsha

Okwangoku, izinga lokusebenza komthamo we-PTA lihlala likwinqanaba eliphezulu, kwaye ukunikezelwa kwempahla kuninzi kakhulu. Ukusukela ngo-2024, imveliso yenyanga ye-PTA iye yanda kakhulu xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo kwaye kulindeleke ukuba ifikelele kwimbali ephezulu. Le mveliso iphakamileyo yakhokelela ngokuthe ngqo kuluhlu olutsha lwe-PTA lwentlalo, ibe yinto ephambili ekucinezeleni amaxabiso amabala. Nangona izinga eliphezulu lokusebenza kwishishini lepolyester esezantsi ukuya kwinqanaba elithile liye lacotha ukuqokelelwa kwe-inventri ye-PTA, ngaphandle kokugcinwa kwendawo kunye nokunciphisa imveliso yezityalo ze-PTA ezinkulu, imeko yokubonelela ngokugqithisileyo kunzima ukuyibuyisela umva, kwaye imarike ibambe isimo sengqondo esingenathemba malunga nendlela ezayo ye-PTA.

3,Uhlalutyo lwecala lokufuna: Imfuno iyancipha kwizinto ezilindelweyo, imveliso ye-polyester iqala kwinqanaba eliphantsi

Ubuthathaka kwicala lemfuno sesinye isizathu esibalulekileyo sokuhla kwamaxabiso e-PTA. Ukunyuka okuqhubekayo kweendleko ze-polymerization kwinqanaba lokuqala kuye kwakhokelela ekunciphiseni kweenzuzo zeemveliso ze-polyester, ukunyanzela ezinye iifektri ze-polyester ukuba zamkele isicwangciso sokunciphisa imveliso kunye nokunyusa amaxabiso. Oku kusabela kwekhonkco kuye kwakhokelela ekuhlahleni okuqhubekayo kwimilinganiselo yokuvelisa i-polyester, kwaye ngo-Agasti, iifektri ezininzi ze-polyester zijoyine imigangatho yokunciphisa imveliso, okubangele ukuhla okubonakalayo kwimfuno ye-PTA. Ukulungela okuphantsi kweefektri zepolyester ukufumana iimpahla ikakhulu kungenxa yokusetyenziswa koluhlu lwempahla kunye nemithombo yekhontrakthi yexesha elide, okuqhubela phambili ukungalingani kwemfuno yobonelelo lwePTA.

4,Uxinzelelo lwe-inventri kunye nokulindela kwimarike

Ngokusekwe kwimeko yobonelelo kunye nemfuno yangoku, iPTA kulindeleke ukuba iqokelele malunga neetoni ezingama-300000 ngo-Agasti, okukhokelela ekwehleni okukhulu kwamaxabiso. Ukujonga phambili, uxinzelelo lobonelelo kwimarike yePTA lusahleli lukhulu, ikakhulu ngenxa yokunqongophala kwezibonelelo zogcino ezisembindini kunye nenyaniso yokuba uninzi lwamaziko amakhulu lugqibile ulondolozo enyakeni. Kulindeleke ukuba imveliso yenyanga ye-PTA ihlale ikwinqanaba eliphezulu leetoni ezingaphezulu kwezigidi ezi-6 ngenyanga kwixa elizayo. Nokuba imveliso yepolyester esezantsi iqala ukuphinda ibuyele, kuya kuba nzima ukugaya ngokupheleleyo imveliso ephezulu, kwaye uxinzelelo lokubonelela luya kuqhubeka lukhona.

5,Inkxaso yeendleko kunye nepateni ye-oscillation ebuthathaka

Ngaphandle kokujongana nezinto ezininzi ezimbi kurhwebo, imarike ye-oli ekrwada yamazwe ngamazwe isabonelela ngenkxaso yeendleko zePTA. Kwinqanaba elikhulu, iinkxalabo malunga nokudodobala koqoqosho lwehlabathi kukhokelele ekwehleni ngokubanzi kwamaxabiso eemveliso, kodwa ukunyuka kolindelo lokuthotywa kweqondo lenzala kuzise ukufudumala kwimarike. Kwicala lokubonelela, ukungaqiniseki komngcipheko we-geopolitical kunye nomgaqo-nkqubo wokunciphisa imveliso we-OPEC+ uyaqhubeka nokuchaphazela imarike yeoli. Kwicala lemfuno, ukulindela ukuchithwa kwe-oyile ekrwada kusekho. Ngaphantsi kwempembelelo edibeneyo yale miba, imarike yeoli ibonisa imeko yezithuba ezixubeneyo ezide kunye nezifutshane, kunye neentlawulo ze-PTA zokulungisa ziguquguquka phakathi kwe-300-400 yuan / ton. Ke ngoko, ngaphandle koxinzelelo olukhulu lonikezelo, inkxaso yeendleko ze-oyile ekrwada yamazwe ngamazwe isenokukhokelela kwipateni ebuthathaka neguquguqukayo kwimarike yePTA.

6Isiphelo kunye neProspect

Ngamafutshane, imakethi ye-PTA iya kujongana noxinzelelo olubalulekileyo lonikezelo kwixa elizayo, kwaye icala lemfuno elibuthathaka liyakwenza mandundu uluvo lwentengiso olungenathemba. Nangona kunjalo, indima yenkxaso yeendleko ze-oyile ekrwada kumazwe ngamazwe ayinakungahoywa, enokuthi ngandlel’ ithile ithobe ukuhla kwamaxabiso e-PTA. Ngoko ke, kulindeleke ukuba imarike ye-PTA iya kungena kwixesha lokuguquguquka okubuthathaka.