Cov Nqe Nqe Ntawm PVC Yog Tseem Nyob Rau Sab Siab, Thiab Lub Khw Downstream Ua Ntej Lub Xyoo Muaj Tsawg

Jan 06, 2020 Tso lus

Cov khoom lag luam: raws li kev nkag siab ntawm cov tub ua lag luam (1) rau hnub Friday, Sab Hnub Tuaj Suav Cov Tub Lag Luam tau hais tawm 6820 yuan / tuj (- 30), Tuam Tshoj Sab Qab Teb 7050 yuan / ton (- 50), thiab Lub Ob Hlis muab 6850 yuan / ton; chaw muag khoom tau khaws, tab sis tus nqi tseem yog qhov siab, thiab tus nqi nqes ntawm PVC tuam ntxhab txuas ntxiv poob qis xyoo dhau los.

Kev Ua Lag Luam: Cov ntawv cog lus tseem ceeb kaw ntawm 6500 yuan / ton (+ 5) hauv qhov nqaim nyob rau xyoo 2005 hmo ntuj, nrog cov haujlwm nce ntxiv ntawm 1994 rau 232000 (tsis sib haum).

Upstream Carbide: raws li Zhuo Chuang, cov lus hais ntawm carbide hauv cheeb tsam Wuhai hnub Friday yog 2505 yuan / ton (-). Cov lus hais hauv Shandong yog 3050 yuan / ton (+ 15). Kev ua lag luam tau nce tus nqi ntau.

Txhawb tshuaj: raws li Zhuo Chuang cov txheeb cais, pib thauj khoom ntawm kev lag luam PVC lag luam nce me ntsis lub lim tiam. Zuag qhia tag nrho pib thauj khoom ntawm PVC tau 79.84%, nce 0.94% hli rau lub hli

Cov lus nug: raws li Zhuo Chuang cov ntawv teev tseg, txoj kev suav hauv kev sib raug zoo tig los rau lub lim tiam dhau los, nrog 24.24% rau lub hli nce thiab qhov nce ntawm 43,88% xyoo-xyoo;

Cov teeb meem ntshuam thiab lis xaus: lub lim tiam dhau los, cov nqi hauv Asia nce tsis tu ncua, CFR Tuam Tshoj thiab CFR Is Nrias teb tseem nyob ruaj khov, thiab CFR Southeast Asia tau nce $ 20 / ton. Tam sim no, lub ethylene ntshuam qhov rai tseem qhib.

Logic tsav: (1) lub limtiam tag nrho kev ua haujlwm txuas ntxiv nce, thiab cov mov maj tos. Lub lim tiam dhau los ntawm cov khoom lag luam ntawm cov chaw khaws khoom poob. (2) cov haujlwm khiav lag luam ntawm qis dua ntawm North China txuas ntxiv poob vim huab cua muaj teeb meem. Kev poob qis ntawm East Tuam Tshoj thiab Sab Qab Teb Tuam Tshoj tswj kev ua haujlwm siab, thiab tag nrho cov kev xav tau ruaj khov, thiab qhov kev thov yuav maj mam poob qis dua xyoo tshiab. (3) tus nqi ntawm calcium carbide nce siab tsis tu ncua, thiab cov txiaj ntsig tag nrho ntawm PVC los ntawm cov calcium carbide txoj kev poob rov qab. Lub zog ua kom tsis muaj zog ntawm cov kua dej alkali txuas ntxiv, thiab chlorine Alkali cov nyiaj tau zoo tas nrho feem ntau (4) PVC chaw txuas ntxiv tsis muaj zog, lub hauv paus tau nqaim. Tag nrho cov nyiaj tau los ntawm calcium carbide PVC hauv lub xyoo yog nyob rau siab; qaug zog thov sab yog tseem xav tias yuav tsis zoo. Tam sim no, vim yog qhov kev sib sib zog nqus ntawm 05 daim ntawv cog lus, qhov chaw seem ntawm tus kheej tseem tseem me me, thiab PVC tsis muaj zog thiab cov siv tsis tau.

Cov tswv yim tawm tswv yim: luv-tos-thiab-saib, nruab nrab kab siab muag luv