NgoJuni, intengo yasekhaya ye-styrene yaphinde yakhuphuka ngemuva kokukhuphuka, futhi ukuguquguquka okuphelele kwaba kuhle.Intengo phakathi nenyanga ibisebenza phakathi kuka-10,355 yuan no-11,530 yuan/ton, futhi intengo ekupheleni kwenyanga ibingaphansi kunentengo ekuqaleni kwenyanga.Ekuqaleni kwale nyanga, uwoyela ongahluziwe waqhubeka nokukhuphuka, kuhambisana nokusebenza okuqinile kwama-hydrocarbons anephunga elimnandi phesheya, intengo ye-benzene ehlanzekile ekhaya naphesheya yenyuka, uhlangothi lwezindleko lokusekelwa kwentengo ye-styrene.Ngaphezu kwalokho, ngenxa yokunakekelwa okujulile kwemishini emikhulu ye-styrene ngoJuni, ukulahlekelwa kokuphuma kweChina kukhulu.Yize isidingo esingezansi sisacindezelekile, ukulahlekelwa kwasekhaya kuhlanganiswe nokulayishwa kwamanye amazwe kwamatheminali namafekthri, okuyisisekelo se-styrene kulindeleke ukuthi kusuke ekuqoqweni kwempahla kuye ekuqoqweni kwempahla ngoJuni, futhi imakethe iyaqhubeka nokukhuphula ama-oda.Kodwa-ke, ukukhuphuka kwezinga lenzalo ye-Federal Reserve kanye nezinye izindaba ezimbi kakhulu, uwoyela ongahluziwe uholele ukwehla kwempahla, i-styrene nayo inokwehla okuthile, kepha ukusungulwa kwe-styrene kwamatheminali namafekthri kuqhubekile nokwehla, imakethe yendawo ngasekupheleni kwenyanga yaphoqeleka ukuthi ifushane, ibambezele ukwehla kwamanani entengo, okuholele esisekelweni esiqine kakhulu.EKUPHELENI KWENYANGA, NGENXA YOKULINDELEKILE SOKUBA BUTHATHA OKUBALULEKILE EZIMQWENI ZENYANGA ESEKUDE, INANI LOKUQEDA I-STYRENE ELICINGANE LEHLE KAKHULU, YAQHUBEKA KUWO WONKE U-June Izuza FUTHI IKHOMBISA izimpawu zokuqhubeka nokwehla.Kodwa-ke, i-terminal kanye ne-inventory yefekthri yawela phansi, okuholele ekunikezeni indawo okuqinile, ingqondo ye-bearish yehla, amanani e-styrene ngemva kokuphothula okuncane okuphindaphindiwe, ngesikhathi esifanayo isisekelo sinokuqiniswa okusobala kakhulu.
2. Ushintsho lwempahla emachwebeni aseMpumalanga China
Kusukela ngomhla ka-27 Juni 2022, inani lesampula lesampula lembobo ye-Jiangsu styrene: amathani angu-59,500, lehle ngamathani angu-60,300 uma kuqhathaniswa nesikhathi esidlule (20220620).Impahla yokusungula ngamathani angama-35,500, ukwehla kwenyanga nenyanga ngamathani ayizigidi ezingu-0.53.Izizathu eziyinhloko: awukho umkhumbi ongenisa impahla ngaphandle esikhumulweni semikhumbi, futhi nenani lomkhumbi wohwebo lwasekhaya lilinganiselwe.Ukuthunyelwa kwempahla kwamanye amazwe okuqhubekayo kwandisa izinga lokulethwa, okuholela ekwehleni kwempahla.Njengamanje, izinga lokusebenza jikelele lamafekthri e-styrene angathunyelwa e-China lisephansi, ngakho-ke imikhumbi yokuhweba yasekhaya akulindelekile ukuthi ikhule kakhulu.Nakuba isimo sesidingo samafekthri asezansi nomfula singakalulami ngokuphawulekayo, inani elincane lokuthunyelwa kwamanye amazwe lithunyelwe kamuva nje.Ngakho-ke, kulindelekile ukuthi i-inventory yesikhathi esifushane yetheminali izinzile futhi yehle kancane kulokho okungenzeka.
3. Ukubuyekezwa kwemakethe ephansi
3.1 EPS:NgoJuni, imakethe ye-EPS yasekhaya iqala phezulu bese yehla.Ekuqaleni kwenyanga, uwoyela ongahluziwe wawuqinile ngokusebenza okuqinile kwama-American hydrocarbons anephunga elimnandi, futhi i-benzene ehlanzekile isekela ngokuqinile intengo ye-styrene ephakeme kakhulu, futhi intengo ye-EPS yalandela ukukhuphuka.Kodwa-ke, esikhathini esingekho sesikhathini sokufunwa kwetheminali, inzuzo ephezulu yayingeyinhle, futhi intengo ephezulu yemakethe ye-EPS ngokusobala yayingqubuzana, futhi isimo sokuthengiselana sisonke sasibuthakathaka.Maphakathi nale nyanga, ukukhuphuka kwezinga lenzalo yedola laseMelika kanye nokukhuphuka kwezinga lenzalo kwacindezela imizwa yemakethe, uwoyela ongahluziwe kanye nezinye izilinganiso ezinkulu zahoxiswa kakhulu, amanani entengo e-EPS ahoxiswa kakhulu, ezinye izinto ezisetshenziswayo ezingavuthiwe zaziphansi, kwafakwa ukugcwaliswa kabusha. emakethe lapho uhlangothi lwezindleko luyeka ukwehla isikhathi esifushane, futhi ukuthengiselana kukonke kwathuthukiswa kafushane.Isidingo asanele, isivinini sokujikeleza kwezimpahla phansi sihamba kancane, futhi ingcindezi yokusungula yamanye amafektri e-EPS asekhaya kunzima ukukhululeka ngokuphumelelayo isikhathi eside.Amanye amafekthri anciphisa ukukhiqizwa, futhi ukunikezwa okuphelele kuyehla.Isilinganiso senani lentengo yezinto ezijwayelekile e-Jiangsu ngoJuni yayingu-11695 yuan/ton, 3.69% ngaphezu kwenani elivamile langoMeyi, futhi isilinganiso senani likaphethiloli sasingu-12595 yuan/ton, 3.55% ngaphezu kwenani elivamile langoMeyi.
3.2 PS:NgoJuni, imakethe ye-PS yaseChina yavuka kuqala yabe yehla, ngebanga lama-40-540 yuan/ton.I-Raw material styrene ifake kusiteji ithrendi ethi "V" ehlanekezelwe, inyusa amanani e-PS bese yehla, ingqikithi yezindleko.Inzuzo yemboni iyaqhubeka nokuba bomvu, isidingo siyantenga, amabhizinisi anenhloso eqinile yokunciphisa ukukhiqizwa, futhi izinga lokusebenzisa amandla liye lehla nakakhulu.Ngaphansi kwethonya lokwehliswa kokukhiqizwa kwezimboni, i-inventory iye yancishiswa ngezinga elithile, kodwa isivinini sokukhipha impahla sihamba kancane.Isidingo se-downstream off-season, inzuzo yesigaba semakethe ilungile, jikelele.Shintsha i-benzene ngenxa yethonya le-ABS eliba buthakathaka, ukuthambekela ngokuphelele ngaphansi kwe-benzene.Isilinganiso senani sanyanga zonke se-Yuyao GPPS ngu-11136 yuan/ton, +5.55%;I-Yuyao HIPS intengo emaphakathi yenyanga engu-11,550 yuan/ton, -1.04%.
3.3 ABS.:Ekuqaleni kwale nyanga, eqhutshwa ukukhuphuka okuqinile kwe-styrene, amanani e-ABS akhuphuka kancane, kodwa ukukhuphuka okuphelele kwaba yi-100-200 yuan/ton.Amanani emakethe aqale ukwehla ukusuka phakathi nendawo ukuya ezinsukwini eziyishumi.Njengoba isidingo sokugcina singena ku-off-season ngoJuni, ukuthengiselana kwemakethe kwehla, imibuzo ibingeminingi, futhi amanani aqhubeka nokwehla.Kule nyanga ukwehla ngo-800-1000 yuan/ton noma kanjalo.
4. Umbono wemakethe yesikhathi esizayo
IFederal Reserve kulindeleke ukuthi inyuse inzalo emzuliswaneni wesibili.Nakuba uwoyela ongahluziwe kanye nohlangothi olufunwayo kusenamandla, sisekhona indawo yokulungiswa.Intengo ye-benzene emsulwa iqinile.NgoJulayi, imboni ye-styrene kulindeleke ukuthi ikhule.Izisekelo ze-benzene ehlanzekile nazo ziqinile, ngakho-ke uhlangothi lwezindleko luzonikeza ukusekelwa kwe-styrene phansi.I-Styrene ngokwayo kulindeleke ukuthi ibe buthakathaka, imishini eminingi yokumisa ukulungiswa ngoJuni izoqala kabusha ukukhiqizwa ekupheleni kukaJuni kanye nezinsuku eziyishumi zokuqala zikaJulayi, kanye nemishini emisha ye-Tianjin Dagu Phase II izofakwa ekukhiqizeni maduze, ngakho ngoJulayi. ukunikezwa kwasekhaya kwe-styrene kuzoba nokwanda okukhulu;Isidingo esisezansi nomfula asikabi nethemba.Uhlu lwemikhiqizo eqediwe ezimbonini ezintathu ezansi nomfula lusezingeni eliphezulu, futhi umthelela wama-oda amasha alinganiselwe kanye nenzuzo yokukhiqiza enganele kwenza amathuba okuba ezintathu ezansi nomfula zibuyisele isidingo esivamile sibe mancane.Ukuthunyelwa kwamanye amazwe nakho kuzokwehla kakhulu ngoJulayi.Ngakho-ke, I-FUNDAMENTALS iyonke kulindeleke ukuthi ibe buthakathaka ngoJulayi, futhi amabhere angase athathe ukukhuphuka kwezinga lenzalo ye-FED njengesisekelo, kuhlanganiswe nokulindelwe kwezinto eziyisisekelo ezibuthakathaka, ukwehlisa intengo ye-styrene ekupheleni kukaJuni nasekuqaleni July.Ngaleso sikhathi, i-styrene izobonisa ukuncipha kwenzuzo futhi ingene emakethe ebuswa ukwakheka kwezindleko futhi.
Isikhathi sokuthumela: Jun-06-2022