Ọ bụ ezie na ọkara nke abụọ nke 2022, kemịkalụ ike na ngwa ahịa ndị ọzọ banyere n'oge mgbazi, mana ndị nyocha Goldman Sachs na akụkọ kachasị ọhụrụ ka kwusiri ike na ihe ndị bụ isi na-ekpebi ịrị elu kemịkalụ ike na ngwa ahịa ndị ọzọ agbanwebeghị, ka ga-eweta nlọghachi na-egbuke egbuke. n'afọ ọzọ.
Na Tuesday, Jeff Currie, onye isi nke Goldman Sachs Commodity Research, na Samantha Dart, onye isi nyocha nke gas, na-atụ anya nha nha nke nnukwu ngwa ahịa dị ka ụlọ ọrụ kemịkalụ, nke ahụ pụtara S&P GSCI Total Return Index nwere ike nweta 43% ọzọ. na 2023 na azụ nke 20% gbakwunyere nloghachi afọ a.
(S&P Kospi Total Commodities Index, isi mmalite: Investing)
Gagadi nwoke Sachs na-atụ anya na ahịa na nkeji mbụ nke 2023 nwere ike inwe ụfọdụ ihe mgbagwoju anya na ọnọdụ nke ndakpọ akụ na ụba, mana ntinye mmanụ na gas ga-anọgide na-ebili.
Na mgbakwunye na ụlọ ọrụ nyocha nke onye na-ere ere, isi obodo na-ejikwa ezigbo ọla edo na ọlaọcha gosipụta nchekwube ya ogologo oge gbasara ngwa ahịa.Dị ka data nyekwara site Bridge Alternative, top 15 kọleji na-elekwasị anya na ngwa ahịa ahịa afọ a, size nke akụ jisiri 50% ka $ 20.7 ijeri.
Goldman Sachs kwubiri na enweghị ego zuru oke iji mepụta ikike mmepụta ọgaranya, ngwaahịa ga-aga n'ihu na-adaba n'ọnọdụ ụkọ ogologo oge, ọnụahịa ahụ ga-anọgidekwa na-ebili ma na-agbanwe ọbụna karịa.
N'ihe gbasara ebumnuche ndị akọwapụtara, Goldman Sachs na-atụ anya mmanụ crude ugbu a na-efegharị gburugburu $80 kwa gbọmgbọm, ga-arịgo $105 na njedebe nke 2023;na ọnụ ahịa gas benchmark nke Eshia nwekwara ike ibili site na $ 33 / nde gaa $ 53.
N'ọdịnihu dị nso, enweela ihe ịrịba ama nke mgbake na ahịa nwere ike, na kemịkalụ adịla elu.
Na December 16, n'etiti 110 ngwaahịa nlekota nke Zhuochuang Ozi,55 ngwaahịa mụbara na nke a okirikiri, aza 50.00%;26 ngwaahịa na-ejigidere, na-aza 23.64%;Ngwaahịa 29 dara, na-aza 26.36%.
Site n'echiche nke ngwaahịa ndị akọwapụtara, PBT, filament polyester, na benhypenhydronic ka enwetara nke ọma.
PBT
N'oge na-adịbeghị anya, ọnụ ahịa ahịa ahịa PBT ebiliwo, uru abawanyela.Ebe ọ bụ na December, ndị mbụ ụlọ ọrụ malitere ala-edu ndú ka emepụta nke ntụpọ Ndepụta Ngwaahịa uko, na na raw material BDO sere elu ọrụ, ọnụ ụjọ na-ngwaahịa echiche mụbara, PBT ahịa ntụpọ ọkọnọ uko, price bilie ubé, ụlọ ọrụ. uru tụgharịrị.
Akụkọ ihe mere eme nke ọnụahịa ngwaahịa PBT pure resin na East China
POY
Mgbe “Golden Nine Silver Ten” gachara, ọchịchọ maka filament polyester adalatala nke ukwuu.Ndị na-emepụta ihe na-aga n'ihu na-eme nkwalite uru, na-elekwasị anya nke azụmahịa ahụ na-aga n'ihu na-agbada.Na njedebe nke Nọvemba, a na-elekwasị anya na azụmahịa Poy150D bụ 6,700 yuan / ton.Na December, dị ka ọnụ ọnụ ọchịchọ ji nwayọọ nwayọọ naghachi, na isi ihe nlereanya nke polyester filaments bụ nnukwu ego, ndị na-emepụta na-ere na ọnụ ala dị ala, na akụkọ na-ewelitere otu mgbe ọzọ.Ndị ọrụ ala na-echegbu onwe ha na ọnụ ahịa ịzụrụ ihe n'oge ikpeazụ abawanyela.Ọnọdụ ikuku nke polyester filament ahịa anọgidewo na-arị elu.Ka ọ na-erule etiti ọnwa Disemba, ọnụahịa Poy150D bụ 7075 yuan/ton, mmụba nke 5.6% site na ọnwa gara aga.
PA
Ahịa benhynhydr dị n'ime ụlọ akwụsịla ihe fọrọ nke nta ka ọ bụrụ ọnwa abụọ, ahịa ahụ ebutela nnukwu mbelata na nlọghachi.Ebe ọ bụ na ịbanye n'izu a, n'ihi nkwụghachi azụ nke ahịa benhypenichydr, uru nke ụlọ ọrụ benhypenhydrate abawanyela.N'ime ha, nnukwu uru nke mmepụta ihe nlele benhypenhydrate agbataobi bụ yuan / ton 132, mmụba nke 568 yuan / ton site na Disemba 8, na ọdịda bụ 130.28%.Ọnụ ego nke akụrụngwa adaala, mana ahịa bonalide kwụsiri ike wee maliteghachi, ụlọ ọrụ ahụ agbanweela site na mfu.Nnukwu uru nke ihe atụ nke pyrine bụ 190 yuan / ton, mmụba nke yuan 70 / ton site na Disemba 8, yana mbelata nke 26.92%.Ọ bụ n'ihi na ọnụ ahịa ụlọ ọrụ akụrụngwa agbagoro agbagoro, ebe ọnụ ahịa benic anhydride n'ahịa rịgoro nke ukwuu, ma mfu ụlọ ọrụ ahụ belatara.
N'ezie, e nwere ụfọdụ ndị nyocha na-eche ugbu a mmetụta nke nkwụghachi ụgwọ ahụ elelị.Ed Morse, onye isi nyocha ngwa ahịa na Citigroup, kwuru naanị n'izu a na ngbanwe enwere ike n'ụzọ nke ahịa ngwa ahịa, nke ga-esochi nkwụghachi ụgwọ zuru ụwa ọnụ, ga-ebute klas akụ na ụba ihe egwu.
Ọ bụ chi ọbụbọ, na-eche ihe achọrọ ka ọ pụta, ka Youliao siri kwuo.N'afọ 2013, ọrịa na-efe efe metụtara ihe ndị China chọrọ, ebe ọnụ ahịa dị elu ji nke nta nke nta belata ọchịchọ nke mba ofesi.Ọ bụ ezie na ahịa ahụ na-atụ anya na ọnụ ọgụgụ Fed na-agba ọsọ ga-akwụsịlata, ma mmetụta nke ezigbo akụ na ụba ga-eji nwayọọ nwayọọ pụta, na-eduga n'ịkwụsị n'ihu n'ịba ụba.Mwepụ nke amụma mgbochi ọrịa nke China akwalitela mgbake ahụ, mana ọnụ ọgụgụ mbụ nke ọrịa ahụ ka nwere ike bụrụ ihe mgbochi nwa oge.Mgbake na China nwere ike ịmalite na nkeji nke abụọ.
Oge nzipu: Dec-22-2022