1,Uhlolojikelele lwemakethe: Izintengo ze-PTA Zisetha Ukwehla Okusha ngo-Agasti

Ngo-Agasti, imakethe ye-PTA yaba nokwehla okuphawulekayo okubanzi, ngezintengo ezishaye phansi okusha ngo-2024. Lo mkhuba ubangelwa ikakhulukazi ukuqoqwa okubalulekile kwe-PTA enyangeni yamanje, kanye nobunzima bokunciphisa ngempumelelo inkinga yokusalela emuva kwe-inventory ngenxa yokungabikho kokuvalwa kwemishini emikhulu kanye nokunciphisa ukukhiqizwa. Khonamanjalo, ukwehla kwemakethe kawoyela ongahluziwe yamazwe ngamazwe yehlulekile ukunikeza ukusekelwa kwezindleko okusebenzayo kwe-PTA, okuqhubekisela phambili ingcindezi yokwehla kwezintengo.

2,Ukuhlaziywa kohlangothi lokunikezela: Umthamo wokukhiqiza ophezulu osebenzayo, uhlu lwamagama lufinyelela phezulu

Njengamanje, izinga lokusebenza lokukhiqiza le-PTA lihlala lisezingeni eliphezulu, futhi ukuhlinzekwa kwezimpahla kuningi kakhulu. Kusukela ngo-2024, ukukhiqizwa kwanyanga zonke kwe-PTA kuye kwanda kakhulu uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule futhi kulindeleke ukuthi kufinyelele izinga eliphezulu lomlando. Lokhu kukhiqizwa okuphezulu kuholele ngokuqondile ekunyukeni okusha kwe-PTA yezenhlalo, kwaba yisici esibalulekile ekucindezeleni amanani ezindawo. Nakuba izinga eliphezulu lokusebenza lemboni ye-polyester engezansi ngokwezinga elithile lehlise ukuqoqwa kwe-PTA, ngaphandle kokugcinwa kwendawo eyodwa nokunciphisa ukukhiqizwa kwezitshalo ezinkulu ze-PTA, isimo sokugcwala ngokweqile kunzima ukuhlehliswa, futhi imakethe inombono wokuphelelwa ithemba mayelana nokuthambekela kwekusasa kwe-PTA.

3,Ukuhlaziywa kohlangothi lwesidingo: Isidingo siyasilela kulokho okulindelekile, ukukhiqizwa kwe-polyester kuqala ezingeni eliphansi

Ubuthakathaka ohlangothini lwesidingo kungesinye isizathu esibalulekile sokwehla kwamanani e-PTA. Ukwenyuka okuqhubekayo kwezindleko ze-polymerization ekuqaleni kuholele ekwehleni kwenzuzo yemikhiqizo ye-polyester, okuphoqe ezinye izimboni ze-polyester ukuthi zisebenzise isu lokunciphisa ukukhiqiza kanye nokwenyusa amanani. Lokhu kusabela kweketango kuye kwaholela ekwehleni okuqhubekayo kwamazinga okukhiqizwa kwe-polyester, futhi ngo-August, izimboni eziningi ze-polyester zajoyina amazinga okunciphisa ukukhiqiza, okubangele ukwehla okukhulu kwesidingo se-PTA. Ukuzimisela okuphansi kwamafekthri enziwe nge-polyester ukuthola izimpahla kudalwe ikakhulukazi ukusetshenziswa kwe-inventory kanye nemithombo yenkontileka yesikhathi eside, kubhebhethekisa ukungalingani kwezidingo zokuhlinzekwa kwe-PTA.

4,Ingcindezi yokusungula kanye nokulindelwe yimakethe

Ngokusekelwe esimweni samanje sokuhlinzekwa nokufunwa, i-PTA kulindeleke ukuthi iqongelele amathani angaba ngu-300000 ngo-August, okuholela ekwehleni okubanzi kwamanani. Uma sibheka phambili, ingcindezi yokuhlinzeka ngempahla emakethe ye-PTA isalokhu inkulu, ikakhulukazi ngenxa yezindawo zokulungisa ezibekwe endaweni eyodwa kanye neqiniso lokuthi izikhungo eziningi ezinkulu seziqedile ukulungisa phakathi nonyaka. Kulindeleke ukuthi ukukhiqizwa kwe-PTA kwanyanga zonke kuhlale kusezingeni eliphezulu lamathani angaphezu kwezigidi eziyisi-6 ngenyanga esikhathini esizayo. Ngisho noma ukukhiqizwa kwe-polyester ephansi komfula kuqala ukuphindaphinda, kuzoba nzima ukugaya ngokugcwele ukukhiqizwa okuphezulu okunjalo, futhi ukucindezela kokuhlinzeka kuzoqhubeka nokuba khona.

5,Ukusekelwa kwezindleko kanye nephethini ye-oscillation ebuthakathaka

Naphezu kokubhekana nezinto eziningi ezingezinhle emakethe, imakethe kawoyela ongahluziwe yamazwe ngamazwe isahlinzeka ngokusekela kwezindleko ze-PTA. Ezingeni elikhulu, ukukhathazeka mayelana nokuwohloka komnotho emhlabeni wonke kuholele ekwehleni okujwayelekile kwamanani ezimpahla, kodwa ukwenyuka kokulindela ukwehliswa kwezinga lenzalo kulethe ukufudumala emakethe. Ngasohlangothini lokunikezela, ukungaqiniseki kobungozi be-geopolitical kanye nenqubomgomo yokunciphisa ukukhiqizwa kwe-OPEC+ kuyaqhubeka nokuba nomthelela emakethe kawoyela. Ngasohlangothini lwesidingo, ukulindela ukuchithwa kukawoyela ongahluziwe kusekhona. Ngaphansi komphumela ohlanganisiwe walezi zici, imakethe kawoyela iveza isimo sokuxutshwa kwezikhundla ezinde nezimfushane, nezindleko zokucubungula ze-PTA ezishintshashintshayo phakathi kuka-300-400 yuan/ton. Ngakho-ke, ngaphandle kwengcindezi enkulu yokuhlinzeka, ukusekelwa kwezindleko zikawoyela ongahluziwe wamazwe ngamazwe kusengaholela ephethinini ebuthaka neguquguqukayo emakethe ye-PTA.

6,Isiphetho kanye neProspect

Kafushane, imakethe ye-PTA izobhekana nengcindezi enkulu yokulethwa kwezidingo esikhathini esizayo, futhi uhlangothi lwesidingo olubuthakathaka luzoqhubeza kwandisa umuzwa wokungathembeki wemakethe. Kodwa-ke, indima yokwesekwa kwezindleko zikawoyela ongahluziwe wamazwe ngamazwe ayinakushaywa indiva, okungase ngokwezinga elithile kwehlise ukwehla kwamanani e-PTA. Ngakho-ke, kulindeleke ukuthi imakethe ye-PTA izongena enkathini yokuguquguquka okubuthakathaka.