1. Izintengo Zokuvalwa Kweseshini Edlule Ezimakethe Ezivamile
Imakethe ye-methanol isebenze kancane izolo. Ezifundeni ezimaphakathi nezwe, ukuhlinzekwa kanye nesidingo kwahlala kulinganiswe nokuguquguquka okuncane kwentengo kwezinye izindawo. Ezifundeni ezisogwini, ukusimama kwesidingo sokuhlinzekwa kwempahla kwaqhubeka, izimakethe eziningi ze-methanol ezisogwini zibonisa ukuguquguquka okuncane.
2. Izinto Ezibalulekile Ezithonya Umnyakazo Wamanje Wamanani Emakethe
Hlinzeka:
Izikhungo eziningi zokukhiqiza ezifundeni ezibalulekile zisebenza ngokuzinzile
Amazinga okusebenza embonini ye-methanol esewonke ahlala ephezulu
Uhlu lwezindawo zokukhiqiza ngokuvamile luphansi ngokuqhathaniswa nokutholakala okwanele
Isidingo:
Isidingo sendabuko sokwehla komfula sihlala simaphakathi
Amanye amabhizinisi e-olefin agcina izidingo zokuthengwa kwempahla
Impahla yabahwebi inyukile, ubunikazi bomkhiqizo bushintshela kubaxhumanisi
Umuzwa Wemakethe:
I-Stalemate ku-market psychology
Isisekelo somehluko ku-79.5 (sibalwe njenge-Taicang spot isilinganiso senani lentengo kususwe inani lokuvala lekusasa elingu-MA2509)
3. I-Market Outlook
Umqondo wemakethe usalokhu umile. Ngokuzinzile kwezidingo eziyisisekelo kanye nokunyakaza kwamanani okusekelayo ezimpahleni ezihlobene:
U-35% wabahlanganyeli ulindele amanani azinzile esikhathini esifushane ngenxa:
Ukuthunyelwa komkhiqizi okubushelelezi ezindaweni eziyinhloko zokukhiqiza
Ayikho ingcindezi ye-inventory esheshayo
Ukunikezwa kwemakethe okwanele
Abanye abakhiqizi beqaphela inzuzo ngenkuthalo
Isidingo esivamile esibuthakathaka silungiswa ngamanani aphezulu okusebenza we-olefin
U-38% ulindele ukukhuphuka okuncane (~¥20/ton) ngenxa:
Uhlu lwempahla oluqinile kwezinye izifunda
Ukulindela okuqhubekayo kokuthengwa kwe-olefin
Izindleko eziphakeme zokuthutha phakathi komthamo wezokuthutha olinganiselwe
Ukwesekwa okuhle kwe-macroeconomic
U-27% ubikezela ukwehla okuncane (¥10-20/ton) ngokucabangela:
Izidingo zokuthunyelwa kwabakhiqizi abathile
Ukukhuphuka kwamavolumu wokungenisa
Ukwehla kwesidingo esivamile somfula
Ukwandisa ukuzimisela komthengisi ukuthengisa
Bearish okulindelekile maphakathi kuya ngasekupheleni kukaJuni
Amaphuzu Abalulekile Okuqapha:
Amathrendi amanani ekusasa
Izinguquko zokusebenza ezindaweni ezikhuphuka nomfula
Isikhathi sokuthumela: Jun-12-2025