1,Ukubuyekezwa kwesimo semakethe ye-PE ngoMeyi

NgoMeyi 2024, imakethe ye-PE yakhombisa ukukhuphuka okuguquguqukayo. Yize isidingo sefilimu yezolimo sehlile, ukuthengwa kwezidingo eziqinile kanye nezici ezinhle kakhulu ngokuhlanganyela kwenze imakethe yanda. Okulindelekile kukwehla kwamandla emali kuphakeme, futhi ikusasa eliqondile libonise ukusebenza okuqinile, okukhuphula izintengo zemakethe. Ngaso leso sikhathi, ngenxa yokulungiswa kabusha okukhulu kwezinsiza ezifana ne-Dushanzi Petrochemical, ezinye izinsiza zasekhaya seziqinile, futhi ukukhuphuka okuqhubekayo kwamanani e-USD yamazwe ngamazwe kuholele ekuphakameni okukhulu kwemakethe, okuqhubekisela phambili ukukhuphuka kwamakhotheshini emakethe. Kusukela ngomhla ka-28 Meyi, amanani entengo ajwayelekile eNyakatho ye-China afinyelele ku-8520-8680 yuan/ton, kuyilapho izintengo ezivamile zokucindezela okukhulu zaziphakathi kuka-9950-10100 yuan/ton, zombili ezikhuphuka ngokuphakama okusha eminyakeni emibili.

2,Ukuhlaziywa Kokuhlinzekwa Kwemakethe ye-PE ngoJuni

NgoJuni, isimo sokulondolozwa kwemishini ye-PE yasekhaya sizoba nezinguquko ezithile. Imishini elungiswayo izoqalwa kabusha ngokulandelana, kodwa i-Dushanzi Petrochemical isesikhathini sokuyilungisa, futhi idivayisi ye-Zhongtian Hechuang PE nayo izongena esigabeni sokulungisa. Sekukonke, inani lemishini yokulungisa lizokwehla futhi ukuhlinzekwa kwasekhaya kuzokwanda. Kodwa-ke, uma kubhekwa ukululama kancane kancane kokuhlinzekwa phesheya kwezilwandle, ikakhulukazi ukuncipha kwesidingo eNdiya naseNingizimu-mpumalanga ye-Asia, kanye nokusimama kancane kancane kokulungiswa eMpumalanga Ephakathi, kulindeleke ukuthi inani lezinsiza ezingeniswa kwamanye amazwe lisuka phesheya kwezilwandle liye emachwebeni likhuphuke lisuka. Juni kuya kuJulayi. Kodwa-ke, ngenxa yokwenyuka okuphawulekayo kwezindleko zokuthumela, izindleko zezinsiza ezivela kwamanye amazwe zikhuphukile, futhi amanani aphezulu, umthelela emakethe yasekhaya unomkhawulo.

3,Ukuhlaziywa kwesidingo semakethe ye-PE ngoJuni

Ngasohlangothini lwesidingo, ivolumu yokuthekelisa eqoqwenisiwe ye-PE kusukela ngoJanuwari kuya ku-Ephreli 2024 yehle ngo-0.35% unyaka nonyaka, ikakhulukazi ngenxa yokwenyuka kwezindleko zokuthumela ngemikhumbi, okuvimbe ukuthunyelwa kwamanye amazwe. Nakuba uJuni kuyinkathi evamile yokungabikho kwesidingo sasekhaya, eqhutshwa ukwehla kwamandla emali okulindelwe okuphezulu kanye nokukhuphuka okuqhubekayo kwezimo zemakethe zangaphambilini, umdlandla wemakethe wokuqagela ukhulile. Ukwengeza, ngokuthuthukiswa okuqhubekayo kochungechunge lwezinqubomgomo ezinkulu, njengoHlelo Lokusebenza Lokuthuthukisa Ukuvuselelwa Kwezisetshenziswa Ezinkulu kanye Nokushintshaniswa Kwezimpahla Zabathengi Ukuze Okusha okukhishwe uMkhandlu Wombuso, ukuhlelwa kokukhishwa kwama-yuan amathriliyoni ebhondi yesikhathi eside ye-Ultra Special Treasury Bond. ekhishwe uMnyango Wezezimali, kanye nezinqubomgomo zokwesekwa kwebhange elikhulu emakethe yezindlu nezakhiwo, kulindeleke ukuthi kube nomthelela omuhle ekululameni nasekuthuthukisweni kwemikhiqizo yaseChina. imboni kanye nokwenza kahle kwesakhiwo, ngaleyo ndlela kusekelwe isidingo se-PE ngezinga elithile.

4,Ukubikezela kwethrendi yemakethe

Uma kubhekwa lezi zici ezingenhla, kulindeleke ukuthi imakethe ye-PE izokhombisa umshikashika omude omude ngoJuni. Mayelana nokuhlinzekwa kwempahla, nakuba impahla yokulungisa yasekhaya yehlile futhi nokuhlinzekwa phesheya kwezilwandle kuye kwaqala kancane kancane, kusathatha isikhathi ukuqaphela ukwanda kwezinsiza ezivela kwamanye amazwe; Mayelana nesidingo, nakuba kusenkathini yendabuko engekho, ngokwesekwa kwezinqubomgomo ezinkulu zasekhaya kanye nokukhuthazwa kwe-hype yemakethe, isidingo sisonke sisazosekelwa ngezinga elithile. Ngaphansi kokulindela ukwehla kwamandla emali, iningi labathengi basekhaya liyaqhubeka nokuba yi-bullish, kodwa isidingo samanani aphezulu siyangabaza ukulandela. Ngakho-ke, kulindeleke ukuthi imakethe ye-PE iqhubeke nokuguquguquka futhi ihlanganiswe ngoJuni, nezintengo ezijwayelekile ezijwayelekile zishintshashintsha phakathi kuka-8500-9000 yuan/ton. Ngaphansi kokusekelwa okuqinile kokulungiswa kokungafani kwe-petrochemical kanye nokuzimisela ukunyusa amanani, ukukhuphuka kwemakethe akukashintshi. Ikakhulukazi emikhiqizweni yamandla kagesi aphezulu, ngenxa yomthelela wokulungiswa okulandelayo, kukhona ukushoda kwezinsiza ezizosekelwa, futhi kusekhona ukuzimisela ukunyusa amanani.