I-Domestic Diethylene Glycol (DEG) Dynamics Market ngoSepthemba
Njengoba kuqala uSepthemba, ukunikezwa kwe-DEG yasekhaya kuvame ukwanela, futhi intengo yemakethe ye-DEG yasekhaya ibonise inkambiso yokuqala ukwehla, bese ikhuphuka, bese yehla futhi. Amanani emakethe athonywe kakhulu yizinto ezitholakalayo kanye nesidingo. Kusukela ngomhlaka-12 Septhemba, intengo yendlu yokugcina impahla ye-DEG emakethe yase-Zhangjiagang yayicishe ibe ngu-4,467.5 yuan/ton (ifakwe nentela), yehle ngo-2.5 yuan/ton noma u-0.06% uma iqhathaniswa nentengo yango-Agasti 29.
Iviki 1: Ukunikezwa Okwanele, Ukukhula Kwesidingo Esivilaphayo, Amanani Angaphansi Kwengcindezi Eya Phansi
Ekuqaleni kukaSepthemba, ukufika okugxilile kwemikhumbi ethwala impahla kwaphushela amanani ethekwini angaphezu kwamathani angama-40,000. Ukwengeza, isimo sokusebenza sezitshalo ezinkulu zasekhaya ze-DEG sahlala sizinzile, nezinga lokusebenza kwezitshalo ze-ethylene glycol ezisekelwe ku-petroleum (umkhiqizo ohlobene nokhiye) sizinzile cishe ku-62.56%, okuholela ekuhlinzekeni okuphelele kwe-DEG.
Ngasohlangothini lwesidingo, ngaphandle komongo wenkathi ephakeme ovamile, ukutholwa kwamazinga okusebenza aphansi kwakuhamba kancane. Izinga lokusebenza kwemboni ye-resin engasetshenzisiwe yahlala izinzile cishe ku-23%, kuyilapho izinga lokusebenza kwemboni ye-polyester yabona ukunyuka okuncane kuya ku-88.16%-ukukhula okungaphansi kwephesenti le-1. Ngenxa yokuncipha kwesidingo kulokho obekulindelekile, abathengi abazansi nomfula babonise umdlandla obuthakathaka wokubuyisela isitoko, ngokuthenga okulandelanayo ikakhulukazi ezingeni eliphansi ngokusekelwe esimisweni esiqinile. Ngenxa yalokho, intengo yemakethe yehle yaya ku-4,400 yuan/ton.
Iviki 2: Inzalo Yokuthenga Ethuthukisiwe Phakathi Kwamanani Aphansi, Abafika Bempahla Abambalwa Banyusa Izintengo Ngaphambi Kokudonsela emuva
Esontweni lesibili likaSepthemba, ngokumelene nesizinda samanani aphansi e-DEG, kuhambisana nokutholakala okuqhubekayo kwamazinga okusebenza aphansi komfula, umuzwa wabathengi abazansi nomfula mayelana nokubuyisela isitoko waba ngcono ngezinga elithile. Ukwengeza, amanye amabhizinisi angezansi anezidingo zesitoko zangaphambi kweholide (Mid-Autumn Festival), okuqhubeza nokuthuthukisa inzalo yokuthenga. Ngaleso sikhathi, ukufika kwemikhumbi ethwala impahla emachwebeni bekunomkhawulo kuleli sonto, okuphinde kwaphakamisa imizwa yemakethe—abanikazi be-DEG babezimisele kancane ukuthengisa ngamanani aphansi, futhi amanani emakethe akhuphuka kanye nomfutho wokuthenga othuthukisiwe. Kodwa-ke, njengoba amanani enyuka, ukwamukelwa kwabathengi abazansi komfula kwaba nomkhawulo, futhi intengo yayeka ukunyuka ngo-4,490 yuan/ton yase ihlehla.
Umbono Ngekusasa: Izintengo Zemakethe Cishe Zizokwehla Kancane Evikini 3, Isilinganiso Sentengo Yamaviki Onke Silindeleke Ukuhlala Cishe Ku-4,465 Yuan/Ton
Kulindeleke ukuthi izintengo zemakethe yasekhaya ziguquguquke kancane evikini elizayo, futhi inani lentengo elimaphakathi langeviki lingase lihlale licishe libe ngu-4,465 yuan/ton.
Uhlangothi Lokuthenga: Izinga lokusebenza kwezitshalo zasekhaya ze-DEG kulindeleke ukuthi lihlale lizinzile. Yize bekunemibiko emakethe ngesonto eledlule yokuthi umkhiqizi omkhulu e-Lianyungang angase amise ukuqokwa kwezinsuku ezi-3 ngesonto elizayo, amabhizinisi amaningi asenyakatho asevele eqoqe kusenesikhathi. Kuhlanganiswe nokufika okulindelwe kweminye imikhumbi yezimpahla emachwebeni ngesonto elizayo, ukuhlinzekwa kuzohlala kwanele.
I-Demand Side: Amanye amabhizinisi e-resin e-East China angase aqhube ukukhiqiza okugxilile ngenxa yomthelela wezokuthutha, okungase kukhuphule izinga lokusebenza kwemboni ye-resin engagcwalisiwe. Kodwa-ke, ezithintwe izintengo eziphansi ze-DEG zangaphambilini, amabhizinisi amaningi asevele egcwele; kuhambisana nokuhlinzekwa okwanele, ukuthengwa komfula kusalindeleke ukuthi kube sezingeni eliphansi ngokusekelwe esimisweni esiqinile.
Kafushane, isimo sokusebenza samabhizinisi ashona phansi phakathi no-Septhemba kuya ekupheleni sisadinga ukunakwa kakhulu. Noma kunjalo, ngokumelene nokwasemuva kokunikezwa okwanele, ukwakheka kwesidingo sokuhlinzeka kuzohlala kuxege. Kubikezelwa ukuthi imakethe yasekhaya ye-DEG izoguquguquka kancane ngesonto elizayo: ibanga lentengo emakethe yaseMpumalanga China lizoba ngu-4,450–4,480 yuan/ton, nenani elimaphakathi langeviki lizoba ngu-4,465 yuan/ton.
I-Outlook kanye Nezincomo Zesikhathi Sakamuva
Esikhathini esifushane (izinyanga ezingu-1-2), izintengo zemakethe cishe zizoshintsha phakathi kwebanga elingu-4,300-4,600 yuan/ton. Uma ukuqoqwa kwempahla kusheshisa noma isidingo singabonisi ntuthuko, ngeke kukhishwe ukuthi izintengo zizokwehla zifike cishe kumayuan angu-4,200/ton.
Izincomo Zokusebenza
Abahwebi: Lawula isikali se-inventory, sebenzisa isu “lokuthengisa kakhulu futhi uthenge okuphansi,” futhi unake kakhulu amandla okusebenza kwezitshalo kanye nezinguquko ku-inventory yechweba.
Ama-Downstream Factory: Sebenzisa isu lokubuyisela isitoko ngezigaba, gwema ukuthenga okugxilile, futhi ugweme izingozi ezibangelwa ukuguquguquka kwentengo.
Abatshalizimali: Gxila ezingeni losekelo lika-4,300 yuan/ton kanye nezinga lokumelana lika-4,600 yuan/ton, futhi ubeke phambili ukuhweba okuhlukahlukene.
Isikhathi sokuthumela: Sep-19-2025