Indwangu ye-polyesterigcinwe inenzuzo nakuba i-polyester feedstock kanye ne-PSF baye babhekana nokwehla nokwenyuka okuningana kusukela ekuqaleni kuka-2022. Nokho, isimo sashintsha kusukela ngoMeyi.Kokubiliintambo ye-polyesterkanye nentambo ye-polyester/ukotini yanamathela ekulahlekeni phakathi nokwanda kwezinto ezingavuthiwe.Njengoba izungezwe izindleko eziqinile kanye nesidingo esithambile, ukulahlekelwa kwentambo ye-polyester kuzohlala isikhathi esingakanani?
1. Inzuzo ihlukaniswa ngokuhambisana ne-industrial chain ngaphansi kokungafani kokunikezwayo nesidingo
Maphakathi noMeyi, ukuqubuka kungazelelwe kobhubhane lwe-Covid-19 eJiangyin kwabangela ukutholakala okuqinile kwe-PSF, okwenza intengo ye-PSF yanda.Kamuva, ukusetshenziswa kukaphethiloli e-US kwanyusa futhi kwaqinisa imikhiqizo yephunga elimnandi, okwenza ukwanda kwe-PX phakathi nokuncipha kukawoyela ongahluziwe.Ngenxa yalokho, i-PSF iphinde yenyuka.Ngamafuphi, isidingo se-US sama-aromatics siqinile futhi i-PX izogcina iqinile, okuzosiza i-PSF ukuthi ihlale iphezulu.
Ubuthakathaka bentambo ye-polyester buqale ukusabalala kusukela maphakathi no-Mar.Amanani entengo entambo ye-PSF kanye ne-polyester abonise amathrendi amise okwesikelo ne-PSF ekhuphukayo kodwa intambo ye-polyester iyehla, ngakho inzuzo yentambo ye-polyester kancane kancane yathuthela ohlangothini olubi.Sekukonke, kusukela kuwoyela ongahluziwe kuya ezintanjeni nasezindwangu ezingaphansi komfula, uma uqhubeka ushona phansi, kuba nzima nakakhulu ukunyusa amanani.Esikhathini esifushane, isimo sokukhuphuka komfula okuqinile kanye nokubuthakathaka komfula ngeke sishintshe kakhulu.
2. Izinga lokusebenza kwe-PSF liyathuthuka futhi nengcindezi yokuhlinzeka iyadamba.
Izinga lokusebenza kwe-PSF liqale ukwehla ngaphansi kokulahlekelwa kusuka ku-Mar, futhi lafinyelela phansi kakhulu lapho kuqubuka ubhubhane eJiangyin.Ngaleso sikhathi, amanye ama-spinner enyakatho yeChina anciphisa ukukhiqizwa ngenxa yokuntuleka kwezinto zokusetshenziswa.Yabe isilulama kancane kancane futhi ekupheleni kukaMeyi nasekuqaleni kukaJuni, ukunikezwa kwe-PSF kuzokhuphuka nge-Huahong ukuze iqale kabusha iyunithi yayo engu-560kt/unyaka, i-Xinfengming ifake ulayini omusha futhi i-Yida iqale kabusha iyunithi engu-200kt/yr ekuqaleni kukaJuni. Ngaleso sikhathi, Imakethe ye-PSF izosindwa yimpahla eningi futhi ukusabalala kwe-PSF kungenzeka kuphinde kwenziwe inkontileka.
3. Imali yokucubungula intambo ye-polyester iya phansi phakathi kwesidingo esiqhubekayo se-bearish.
Isidingo sabasebenzisi bokugcina sibhekene nengcindezi enkulu ngoMeyi-Juni.Mayelana nokuthunyelwa kwamanye amazwe, naphezu kokudamba kwalolu bhubhane e-China, uchungechunge lokuhlinzekwa lusamile futhi nama-oda ayakhanselwa ngezikhathi ezithile.Amabhizinisi okuthekelisa agxile kakhulu engxenyeni yokuqala yonyaka kanti isikhathi esilahlekile nama-oda awakwazi ukubuya.Ngaphezu kwalokho, ukuthunyelwa kwamanye amazwe emazweni aseNingizimu-mpumalanga ye-Asia kukhula ngesivinini esikhulu.Ngo-Ephreli, inani lokuthunyelwa kwezimpahla zase-Bangladesh lifinyelele ku-3.93 bhiliyoni we-USD, likhuphuke ngo-56.3% ngonyaka kanti inani lokuthekelisa lendwangu nezingubo zase-Vietnam lifinyelela ku-3.15 bhiliyoni we-USD, lenyuke ngo-26.8% ngonyaka, kuyilapho inani lokuthunyelwa kwendwangu nezingubo zase-China lifinyelele ku-12.26 billion USD kanye no-11.33 izigidigidi zama-USD ngokulandelanayo, zikhuphuke ngo-0.93% kuphela kanye no-2.39% ngonyaka.
Ngokuqondene nesidingo sendawo saseChina, njengoba ubhubhane eShanghai naseJiangsu lulawulwa, ababambiqhaza bemakethe balindele ukuphinda kusetshenziswe ukusetshenziswa, kodwa kufanele kuqaphe.Ngo-Ephreli inani lokuthengiswa kwezimpahla ezithengwa eChina lehle ngo-11.1% unyaka nonyaka, izinga lokuntuleka kwemisebenzi emadolobheni lenyuka laya ku-6.1% kanti ukuntuleka kwemisebenzi kwentsha kwafinyelela ku-18%.UMeyi noJuni kuyinkathi yendabuko yokuxega kwemakethe yendwangu, futhi ama-spinner kanye nabeluki bahlushwa i-inventory ephezulu kanye nokuqina kwemali ngenxa yokugcwala kwangaphambilini kwezingubo zasentwasahlobo ezibangelwa ubhubhane.Njengamanje, ama-spinner awahlelile ukusika ukukhiqizwa, futhi ngakolunye uhlangothi, ukukhiqizwa kuyashintsha kusuka entanjeni ehlanganisiwe kuya entambo ye-polyester, futhi ukusuka kuntambo kakotini kuya kweye-polyester / kakotini kusekhona, okuzokwandisa ukuhlinzekwa kwentambo ye-polyester kanye ne-polyester/ intambo kakotini.Ngakho-ke, intambo ye-polyester kungenzeka ibone ukujwayela kwemali ephansi yokucubungula esikhathini esifushane.
Isikhathi sokuthumela: Jun-16-2022