1, ukuhlaziywa komkhuba wemakethe we-benzene emsulwa

Muva nje, imakethe ye-benzene emsulwa ithole ukwanda okubili okulandelanayo ngezinsuku zesonto, nezinkampani ze-petrochemical e-East China zilungisa amanani entengo, ngokukhuphuka okuhlanganisiwe kwe-350 yuan / ton kuya ku-8850 yuan / ton. Naphezu kokwenyuka okuncane kokusungula e-East China Ports kuya kumathani angama-54000 ngoFebhuwari 2024, intengo ye-benzene emsulwa ihlala iqinile. Yini amandla okushayela ngemuva kwalokhu?

Okokuqala, siqaphele ukuthi imikhiqizo ephansi ye-benzerne emsulwa, ngaphandle kwe-caporactam ne-aniline, yathola ukulahleka okuphelele okuphelele. Kodwa-ke, ngenxa yokulandela okuhamba kancane kwamanani ahlanzekile we-benzene, inzuzo yemikhiqizo engezansi esifundeni saseShandong ihle. Lokhu kukhombisa umehluko wemakethe kanye namasu wokuphendula ezifundeni ezihlukile.

Okwesibili, ukusebenza kwe-benzene emsulwa emakethe yangaphandle kuhlala kuqinile, ngokuqina okukhulu nokushintshashintshana okuncane ngesikhathi somkhosi wasentwasahlobo. Intengo ye-FOB eSouth Korea ihlala ikhona ku- $ 1039 ngethani ngalinye, eliseyi-150 yuan / ton ephakeme kunentengo yasekhaya. Intengo ye-BZN nayo iye yahlala ezingeni eliphakeme kakhulu, idlula ama- $ 350 ngethani ngalinye. Ngaphezu kwalokho, imakethe yokudlulisa amafutha yaseNyakatho Melika yafika ngaphambili kunaseminyakeni edlule, ikakhulukazi ngenxa yokuhamba kwezinto ezingezinhle ePanama nokwehla kokukhiqizwa okubangelwa isimo sezulu esibi esisesigabeni sokuqala.

Yize kunengcindezi ekunciphiseni okuphelele nokusebenza kwe-benzene emsulwa phansi, futhi kukhona ukushoda kokuhlinzekwa kwe-benzine emsulwa, impendulo engemihle ngenzuzo eyayisensi yenzuzo ayikayeki into enkulu evuthayo. Lokhu kukhombisa ukuthi imakethe isafuna ukulinganisela, kanye ne-benzene emsulwa, njengento ebalulekile eluhlaza yamakhemikhali, ukungezwani kwayo kusaqhubeka.

isithombe

2, Outlook on Tolune Market Trends

NgoFebhuwari 19, 2024, ngasekupheleni kweholide lomkhosi wasentwasahlobo, imakethe yeTolueneene yayinesimo esinamandla sobuqili. Izingcaphuno zemakethe e-East naseNingizimu China ziye zanda, ngentengo ephakathi kukhuphuka zifinyelela ku-3.68% no-6.14%, ngokulandelana. Lo mkhuba kungenxa yokuhlanganiswa okuphezulu kwamanani entengo kawoyela we-crude phakathi nomkhosi wentwasahlobo, esekela ngempumelelo imakethe ye-toluene. Ngasikhathi sinye, ababambiqhaza bemakethe banenhloso eqinile ye-bullish ebheke eToLuene, futhi abanikazi balungisa amanani abo ngendlela efanele.

Kodwa-ke, umuzwa wokuthenga ophansi weToLuene wenza buthakathaka, futhi imithombo yezimpahla ephakeme inzima ukuhweba. Ngaphezu kwalokho, iyunithi ehlelweni kabusha yefektri ethile eDalian izosongiswa ekugcineni kukaMashi, okuzoholela ekunciphiseni okukhulu ekuthengisweni kwangaphandle kweToluene kanye nokuqiniswa okukhulu kokujikeleza kwemakethe. Ngokusho kwezibalo ezivela eBaichuan Yingfu, umthamo wokukhiqiza ophumelelayo wonyaka wemboni yeToluune e-China ngamathani ayizigidi ezingama-21.6972, ngesilinganiso sokusebenza esingu-72.49%. Yize umthwalo osebenza ngokuphelele weTolune osendaweni uqinile njengamanje, kunesiqondiso esinqunyelwe ohlangothini lokuhlinzekwa.

Emakethe yamazwe omhlaba, intengo ye-FOB ye-Tolueneeated iguqukele ezifundeni ezihlukene, kepha inkambiso yonke ihlala iqinile.

3, ukuhlaziywa kwesimo semakethe ye-xylene

I-Toluene, imakethe yeXylene ibuye ikhombise isimo esihle lapho ibuyela emakethe ngemuva kweholide ngoFebhuwari 19, 2024. Izimakethe ezijwayelekile zikhuphuke ngo-2.74% %, ngokulandelana. Le nkampani ephakeme iyathinteka ekukhuphukeni kwamanani entengo kawoyela angaphandle, ngezinye izindawo zokuhlaziya zasendaweni eziphakamisa izingcaphuno zazo zangaphandle. Abanini banesimo esihle sengqondo, ngamanani entengo yemakethe evamile ekhuphuka. Kodwa-ke, umuzwa ophansi wokulinda kanye nokubona unamandla, futhi ukuthengiselana kwendawo kulandela ngokucophelela.

Kuyaqapheleka ukuthi ukwakhiwa kabusha nokulungiswa kwefektri yaseDali ngasekupheleni kukaMashi kuzokwengeza isidingo sokuthengwa kwe-Xylene okubangelwa yileso sokulungisa. Ngokusho kwezibalo ezingaphelele ezivela eBaichuan Yingfu, umthamo wokukhiqiza osebenzayo we-XYLEne Industry eChina ngu-43.4462 million amathani, ngesilinganiso sokusebenza esingu-72.19%. Ukulondolozwa kokucwengwa eLuyang naseJiangsu kulindeleke ukuthi kuphinde kunciphise ukunikezwa kwemakethe, ukuhlinzeka ngokusekelwa kwemakethe ye-XYLEne.

Emakethe yamazwe omhlaba, intengo ye-FOB ye-XYLENE ibuye ikhombisa inkambiso exubile ye-UPS ne-Downs.

I-4, intuthuko entsha emakethe yeStyrene

Imakethe yeStyrene iguquke izinguquko ezingejwayelekile selokhu ibuya umkhosi wasentwasahlobo. Ngaphansi kwengcindezi ephambili yokwanda okukhulu kokusungula kanye nokubuyiselwa okuhamba kancane kwesidingo semakethe, izingcaphuno zemakethe zikhombise inkambiso ebanzi ebanzi elandela umqondo wezindleko kanye nomkhuba wedola laseMelika. Ngokusho kwemininingwane ngoFebhuwari 19, inani eliphakeme le-Styrene esifundeni sase-East China selikhuphuke laya ku-9400 yuan / ton, up 2.69% kusukela ngosuku lokugcina olusebenza ngaphambi kweholide.

Ngesikhathi somkhosi wasentwasahlobo, uwoyela ongahluziwe, amadola ase-US konke kukhombisa umkhuba oqinile, okuholela ekukhuphukeni okuqongelayo kwamathani angaphezu kuka-200000 wokusungula kwe-styrene emachwebeni ase-sty China. Ngemuva kweholide, intengo ye-styrene efakwe emthonjeni wokuhlinzekwa kanye nokufunwa, futhi esikhundleni salokho ifinyelele ezingeni eliphakeme ngokwanda kwamanani entengo. Kodwa-ke, njengamanje i-Styrene futhi izimboni zayo eziphambili ezansi zilahleka isimo sesikhathi eside, ngamazinga angenhlamvu ahlanganisiwe azungeze -650 yuan / ton. Ngenxa yezinkinga zenzuzo, amafektri ahlela ukunciphisa umthwalo wawo womsebenzi ngaphambi kokuba amaholide awakaqali ukukhulisa amazinga abo okusebenza. Ngohlangothini oluphansi, ukwakhiwa kwamaqiniso athile weholide kululama kancane, futhi izisekelo zezimakethe zisebuthakathaka.

Naphezu kokukhuphuka okuphezulu emakethe yeStyrene, umthelela ongemuhle umthelela ongemuhle phansi kancane kancane angahle abonakale. Uma kucatshangelwa ukuthi amanye amafektri ahlela ukuqala kabusha ngasekupheleni kukaFebhuwari, uma amadivayisi okupaka angaqalwa kabusha kuHlelo, ukucindezela kokuhlinzekwa kwemakethe kuzokwengeziwe. Ngaleso sikhathi, imakethe ye-styrene izogxila kakhulu ekuqothulweni, okungenzeka ngezinga elithile lidonsela phansi okunengqondo kwezezimali.

Ngaphezu kwalokho, ngokombono wokuphikisana phakathi kwe-benzeze emsulwa ne-styrene, umehluko wamanani wamanje phakathi kwalokhu okubili uzungeze ama-500 yuan / ithoni, futhi umehluko wentengo uncishisiwe waba lizinga eliphansi. Ngenxa yenzuzo engesihle embonini ye-styrene kanye nokusekelwa kwezindleko okuqhubekayo, uma ukufunwa kwemakethe kancane kancane