Ka Phuptjane, theko ea li-styrene tsa lapeng e ile ea boela ea phahama ka mor'a ho phahama, 'me phetoho e akaretsang e ne e le ntle.Theko ka hare ho khoeli e ne e sebetsa pakeng tsa li-yuan tse 10,355 le 11,530 yuan/ton, 'me theko qetellong ea khoeli e ne e le ka tlase ho theko qalong ea khoeli.Mathoasong a khoeli ena, oli e tala e ile ea tsoela pele ho phahama, hammoho le ts'ebetso e matla ea li-hydrocarbon tse nkhang hamonate kantle ho naha, theko ea benzene e hloekileng lapeng le kantle ho naha e ile ea phahama, karolo ea litšenyehelo tsa tšehetso ea theko ea styrene.Ho phaella moo, ka lebaka la tlhokomelo e matla ea lisebelisoa tse kholo tsa styrene ka June, tahlehelo ea tlhahiso ea Chaena e kholo.Leha tlhokeho e tlase ea metsi e ntse e tepelletse maikutlong, tahlehelo ea lehae e kopantsoeng le ho romelloa ho tsoelang pele ha liteishene le lifeme, metheo ea styrene e lebelletsoe ho tloha ho bokelleng ha thepa ho ea ho deventory ka Phuptjane, mme mmaraka o ntse o tsoela pele ho phahamisa litaelo.Leha ho le joalo, ho phahama ha sekhahla sa phaello ea Federal Reserve le litaba tse ling tse mpe, oli e tala e lebisitse ho theoha ha thepa, styrene le eona e na le ho fokotseha ho itseng, empa lethathamo la li-terminals le lifeme li ile tsa tsoela pele ho theoha, 'maraka oa sebaka qetellong ea khoeli o ile oa qobelloa ho fokotseha. e liehile ho theoha ha litheko, ho baka motheo o matla haholo.QETELLONG EA KHOELI, KA KA lebaka la tebello ea ho Fokotseha HO HAHOLO HO METHEO EA KHOELI E HOLE, THEKO EA HO QETELA E MOSETSANE STYRENE E ILE HO EKETSEHILENG, E HLAHALA HO FETA KAMOO KAMOO EA KA Phuptjane LE HO BONTŠA matšoao a ho tsoela pele ho theoha.Leha ho le joalo, thepa ea terminal le ea fektheri e ile ea oela tlaase, e fella ka phepelo e tiileng ea letheba, kelello ea bearish e fokotsehile, litheko tsa styrene ka mor'a ho qeta ho fokotseha hanyenyane, ka nako e ts'oanang motheo o na le ho matlafatsa ho totobetseng haholo.
2. Liphetoho tsa thepa boemakepeng ba China Bochabela
Ho tloha ka la 27 Phuptjane 2022, kakaretso ea sampole ea boema-kepe ba Jiangsu styrene: lithane tse 59,500, li fokotsehile ka lithane tse 60,300 ha li bapisoa le nako e fetileng (20220620).Thepa ea thepa ho lithane tse 35,500, phokotso ea khoeli le khoeli ea lithane tse limilione tse 0.53.Mabaka a ka sehloohong: ha ho na sekepe sa ho kenya thepa boema-kepe, 'me bongata ba sekepe sa khoebo ea malapeng bo lekanyelitsoe.Thomello e sa khaotseng ea thomello e eketsa boemo ba phano, e bakang phokotseho ea thepa.Hona joale, tekanyo ea kakaretso ea ts'ebetso ea lifeme tsa styrene tse ka romelloang Chaena e ntse e le tlaase, kahoo likepe tsa khoebo tsa malapeng ha lia lebelloa hore li eketsehe haholo.Leha maemo a tlhokeho a lifeme tse tlase a sa ntlafala haholo, palo e nyane ea thepa e romelloang kantle e rometsoe haufinyane.Ka hona, ho lebeletsoe hore lethathamo la thepa ea nako e khuts'oane le tsitsitse 'me le theohe hanyane ka monyetla.
3. Tlhahlobo ea marakeng e tlaase
3.1 EPS:Ka Phuptjane, 'maraka oa lehae oa EPS o qala ho nyoloha ebe oa theoha.Maqalong a khoeli, oli e tala e ne e le matla ka ts'ebetso e matla ea li-hydrocarbon tsa Amerika tse nkhang hamonate, 'me benzene e hloekileng e tšehelitse theko ea styrene holimo haholo,' me theko ea EPS e ile ea latela ho phahama.Leha ho le joalo, nakong ea tlhokahalo ea ho qetela, phaello ea superposition e ne e se ntle, 'me theko e phahameng ea 'maraka oa EPS e ne e hlile e hanyetsana,' me moea oa kakaretso oa transaction o ne o fokola.Bohareng ba khoeli ena, ho phahama ha sekhahla sa phaello ea lidolara tsa Amerika le ho nyoloha ha sekhahla sa tsoala ho ile ha nyahamisa maikutlo a mmaraka, oli e tala le lintho tse ling tse ngata li ile tsa hlakoloa ka matla, litheko tsa EPS li ile tsa hlakoloa haholo, lisebelisoa tse ling tsa thepa e tala li ne li le tlase, ho ile ha kenngoa tlatsetso. 'marakeng ha lehlakore la litšenyehelo le emisa ho oela ka nako e khuts'oane, 'me transaction e akaretsang e ntlafalitsoe ka bokhutšoanyane.Tlhokahalo ha e lekane, lebelo la phallo ea thepa fatše le ea lieha, 'me khatello ea thepa ea lifeme tse ling tsa lehae tsa EPS ho thata ho imolloa ka katleho nako e telele.Lifeme tse ling li fokotsa tlhahiso, 'me phepelo e akaretsang ea fokotseha.Ka karolelano theko ea thepa e tloaelehileng ea Jiangsu ka June e ne e le 11695 yuan / tonne, 3.69% e phahameng ho feta theko e tloaelehileng ka May, 'me theko e tloaelehileng ea peterole e ne e le 12595 yuan / tonne, 3.55% e phahameng ho feta theko e tloaelehileng ka May.
3.2 PS:Ka Phuptjane, 'maraka oa China oa PS o ile oa phahama pele mme oa theoha, ka mefuta e fapaneng ea 40-540 yuan/ton.Raw material styrene e ile ea theha mokhoa oa "V" o sothehileng, oa nyolla litheko tsa PS 'me tsa theoha, e leng kakaretso ea litšenyehelo.Melemo ea indasteri e ntse e tsoela pele ho fokola, tlhokahalo ea fokola, likhoebo li na le maikemisetso a matla a ho fokotsa tlhahiso, 'me sekhahla sa tšebeliso ea matla se theohile le ho feta.Tlas'a tšusumetso ea phokotso ea tlhahiso ea liindasteri, thepa e fokotsehile ho isa bohōleng bo itseng, empa lebelo la ho tlosa thepa le batla le lieha.Tlas'a tlhokahalo ea off-sehla, phetoho ea 'maraka e nepahetse, ka kakaretso.Fetola benzene ka lebaka la tšusumetso e fokolang ea ABS, mokhoa ka kakaretso o le tlase ho feta ka benzene.Theko e tloaelehileng ea khoeli le khoeli ea Yuyao GPPS ke 11136 yuan/ton, +5.55%;Yuyao HIPS khoeli le khoeli karolelano theko 11,550 yuan/ton, -1.04%.
3.3 ABS:Qalong ea khoeli ena, e susumetsoa ke ho phahama ho matla ha styrene, theko ea ABS e ile ea phahama hanyenyane, empa keketseho e akaretsang e ne e le 100-200 yuan / ton.Litheko tsa 'maraka li ile tsa qala ho theoha ho tloha bohareng ho isa matsatsing a pele a leshome.Ha tlhoko ea ho qetela e kena nakong ea off-sehla ka Phuptjane, litšebelisano tsa mebaraka li ile tsa fokotseha, lipotso li ne li se ngata, 'me litheko li ile tsa tsoela pele ho theoha.Khoeling ena ho fokotseha ha 800-1000 yuan/ton kapa joalo.
4. Pono ea 'maraka nakong e tlang
Federal Reserve e lebelletsoe ho phahamisa litefiso tsa tsoala mokhahlelong oa bobeli.Leha karolo ea phepelo ea oli e tala le tlhokahalo e ntse e le matla, ho ntse ho na le sebaka sa ho lokisoa.Theko ea benzene e hloekileng e batla e le matla.Ka Phupu, feme ea li-styrene e lebelletsoe ho phahama.Metheo ea benzene e hloekileng le eona e matla, kahoo lehlakore la litšenyehelo le tla fana ka tšehetso e tlase ea styrene.Styrene ka boeona e lebeletsoe hore e fokotsehe, boholo ba lisebelisoa tsa ho emisa tlhokomelo ka June li tla tsosolosa tlhahiso qetellong ea June le matsatsi a leshome a pele a July, le lisebelisoa tse ncha tsa Tianjin Dagu Phase II le tsona li tla kenngoa tlhahiso haufinyane, kahoo ka July. phepelo ea lapeng ea styrene e tla ba le keketseho e kholo;Tlhokahalo e tlase ea noka e ntse e se na tšepo.Lenane la lihlahisoa tse feliloeng lifekthering tse tharo tse ka tlaase ho metsi li ka lehlakoreng le phahameng, 'me phello ea liodara tse ncha tse fokolang le phaello e sa lekaneng ea tlhahiso e etsa hore monyetla oa tse tharo tse tlase ho fumana tlhokahalo e tloaelehileng e be nyenyane.Thepa e romelloang kantle le eona e tla fokotseha haholo ka Phupu.Ka hona, LITLHAKISO TSE TSOANG ka kakaretso li lebeletsoe ho fokola ka July, 'me libere li ka nka phaello ea phaello ea FED e le motheo, ho kopantsoe le litebello tsa metheo e fokolang, ho theola theko ea styrene qetellong ea June le qalong ea Phupu.Ka nako eo, styrene e tla bontša ho fokotseha ha phaello mme e kene 'marakeng o laoloang ke logic ea litšenyehelo hape.
Nako ea poso: Jun-06-2022