Ua kokoke e kani ka bele o ka Makahiki Hou.Ke nānā nei i hope i ka makahiki 2021, nā kumu maʻi maʻi maʻi, piʻi nui nā kumukūʻai maka, a me ke kulekele ʻelua o Kina i ka hoʻohana ʻana i ka ikehu, ua hoʻopilikia ʻia ke kaulahao ʻoihana nylon.ʻAʻole hiki ke hoʻoikaika i ka hana ʻoihana, a ʻo ka hoʻokūkū hoʻokūkū ma ka ʻoihana kemika a me ka textile a me ka fiber kemikal he mea hiki ʻole ke pale ʻia.ʻO ka pāʻani ma waena o ka upstream a me ka downstream, nā hoa hoʻokūkū ua ikaika loa.
Akā ʻo ka mea ʻoluʻolu, ʻo ia i ka hopena o ka makahiki, ua holo mālie nā CPL a me nā mea kanu chip me kahi kiʻekiʻe o ka hana ʻana a me ka palena waiwai kūpono, hiki ke hoʻomau a hiki i ka hopena o ka Spring Festival.
Mālama ʻo CPL a me nā mea kanu chip i ka haʻahaʻa haʻahaʻa, kiʻekiʻe ka holo a me ka loaʻa kālā kiʻekiʻe ma ka hopena-2021
Ua ʻōlelo mākou ma ka hōʻike ʻike "Hoʻokomo ʻo CPL & PA6 i ka hōʻemi hou ʻana i ka hopena o 2021"i paʻi ʻia i ka hopena o Nowemapa e hoʻomau ka hoʻonui ʻana o nā mea kanu chip CPL a me ka nylon 6 i kā lākou hana hana a e komo ke kumu hoʻolako-koi i loko o kahi manawa rebalance.Ma luna o hoʻokahi mahina, ua hōʻoia ka hana maoli o nā mea kanu CPL a me nā nylon 6 i kēia ʻano, a he mea kupanaha,Ua mālama haʻahaʻa ʻia nā waihona kālā CPL a me nā chip, a ʻoi aku ka maikaʻi o ka loaʻa kālā ma CPL a me ka naylon 6 mau loulou.
ʻElua kumu e kākoʻo ana i ka hopena i luna.
ʻO ka mea mua, ua paʻa ka liʻiliʻi o nā waihona polymer chip downstream i Nowemapa, a ke hoʻihoʻi hou nei lākou i ka mahina ʻo Dekemaba, i ka wā i hōʻea ai ka mākeke i ka haʻahaʻa haʻahaʻa a hoʻi hou a hoʻonui nā mea kanu chip.
ʻO ka lua, ʻaʻole maʻalahi ka hana ʻana o ka mea kanu CPL i Dekemaba.ʻO nā mea hoʻolako nui e like me Luxi Chemical, Hualu Hengsheng, Hubei Sanning a me Sinopec Baling Hengyi i huli i ka pani ʻana a ʻoki paha i ka hana i loko o ka mahina a ua hoʻokau i kahi kaulike paʻa i ka mākeke CPL.
Nā uku hana kiʻekiʻe:
Hōʻike ka pakuhi i luna i nā helu hana o nā mea kanu CPL a me nā nylon 6 chip, e piʻi aʻe nei ʻelua i Nowemapa-Dekemapa 2021.
Ke holo nei nā mea kanu CPL i ka awelika o 75%, ʻaʻole ia he kiʻekiʻe kiʻekiʻe ma ka mōʻaukala.Eia naʻe, e noʻonoʻo ana ua pani ʻia ka Haili Chemical (400kt / makahiki), Inner Mongolia Kingho (100kt / makahiki), a me Sinopec Shijiazhuang Refinery (100kt / makahiki) ma muli o ka force majeure, a ke holo nei ka hapa nui o nā mea kanu ʻē aʻe ma kahi kiʻekiʻe. uku.
Ua piʻi nui ka holo o nā mea kanu chip nylon 6 i Nowemapa a me Kekemapa, mai ka 61% a i ka 76%, ʻoiai ʻo ka nylon 6 nā mea kanu milo maʻamau i hoʻokiʻekiʻe i ko lākou awelika holo holo mai 57% i ka hopena o ʻOkakopa a 79% a hiki ka hopena o Kekemapa, a ma ka manawa like o ka nylon 6 kiʻekiʻe-wikiwiki wili chip mea kanu i moderately hoala mai 66% a hiki i 73%.
Ka palena waiwai nui:
Ua hauʻoli nā mea hana ʻo Caprolactam i ka loaʻa kālā i ka hapa lua o ka makahiki i ka hoʻolaha ʻana o ke kumukūʻai me ka benzene i hoʻonui mau ʻia.
E like me ka mea i kūkākūkā ʻia ma ka ʻike mua"Loaʻa ka waiwai maikaʻi o ka chip nylon 6 CS i hoʻomau a ʻaʻole paha”, ua hauʻoli nā mea hoʻolako wili maʻamau i ka nilon 6 i ka loaʻa kālā ma ka hapaha ʻehā o 2021. ʻO ka Nylon 6 kiʻekiʻe-wikiwiki wili chip plants'margin ua paʻa mau ma muli o ka palena hoʻoili paʻa e pili ana i ka hoʻoholo ʻana o ka ʻaelike CPL.
Ma mua o ka CNY, hiki i ka CPL ke hoʻomau i ke kaulike paʻa, hoʻomau ke kumu kūʻai
Ma muli o nā kūlana i ʻōlelo ʻia ma luna nei, ke kakali nei mākou i ka Spring Festival (hopena-Ianuali a i ka hoʻomaka ʻana o Pepeluali).
ʻO ka mea mua, e pili ana i ka haʻahaʻa haʻahaʻa a me ka loaʻa kālā kiʻekiʻe, hiki ke hoʻomau nā mea kanu nylon 6 chip i ka helu hana kiʻekiʻe a hoʻihoʻi hou i ka CPL ma Ianuali 2022.Aia kekahi mau kānalua e pili ana i ka lā hoʻomaha, e like me ka hoʻokele waiwai, ka piʻi ʻana o ke kumukūʻai ma hope o ka hoʻomaha a me ke koi ma lalo o ka maʻi maʻi.Akā ʻo ka hoʻolālā hana o nā mea kanu polymer ua maopopo loa i kēia manawa, e hoʻomau lākou i ka holo ʻana ma ka liʻiliʻi loa ma ka helu kiʻekiʻe o kēia manawa, a makemake lākou e hoʻopiha hou i ka caprolactam ma mua o 2022 Spring Festival, ʻoiai ʻo ka Beijing Winter Winter Olympics a me ke anuanu ma Kina ʻĀkau e kaupalena ʻia. iho i ka hana CPL a me ka logistics.No ka hōʻoia ʻana i ka lako meaʻai, hoʻomākaukau nā mea kanu polymer i ka CPL ma mua o ka waena o Ianuali.
Eia hou, ina ka nylon 6 chip plants'operating rate ua pegged ma 76%, a me ka CPL mea kanu e holo mau ana ma kahi o 78%, CPL mākeke ua mau ma lalo o paʻa kaulike hāʻawi i ko lakou pono mana.No laila paʻakikī no ka hōʻiliʻili ʻana o ka waihona CPL.
ʻO ka lua, aia ka ʻaila ʻaila ma luna a me ka mākeke benzene i kahi wā bullish, a ke emi mai nei ka nui o ka benzene i loko o Ianuali, ʻaʻole paha ia e hoʻokaumaha loa i ke kumu kūʻai benzene.ʻAʻole hiki i ka emi haʻahaʻa o ka benzene ke hoʻohaʻahaʻa i ka mākeke CPL, aia ma kahi kumu maikaʻi.
ʻO ke kolu, mai ka manaʻo noʻonoʻo, ke emi nei ka mana bearish mua.ʻO ka emi ʻana o ka CPL i ka wā ʻOkakopa-Nowemapa 2021 i kekahi ʻano i hoʻohuli ʻia e ka nūhou o nā mana hou e hiki mai ana, ka mea i hoʻopilikia i ka noʻonoʻo o nā mea pāʻani i kēlā manawa, ma mua o ka hoʻokuʻu ʻia ʻana o kā lākou lako.Akā ma hope o ka manawa o ka hana, ua loaʻa i nā huahana mai nā mea kanu hou ka maikaʻi a me ke kūlana kumu kūʻai kūpono ma ka mākeke, a ke emi nei kona mana i ka noʻonoʻo.Mai kēia manaʻo, ke hāʻule nei ka mana bearish o nā mana hou CPL.
No laila e hōʻuluʻulu ʻia, hiki i ka mākeke CPL ke mālama i kahi waiwai kiʻekiʻe a me ke kūlana haʻahaʻa haʻahaʻa ma mua o ka 2022 Spring Festival, a hiki ke hāʻawi i kahi kumu paʻa no ka mākeke polymer downstream.
Mai Chinatexnet.com
Ka manawa hoʻouna: Jan-04-2022