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

Ngo-Agasti, imakethe ye-PTA yaba nokwehla okukhulu okubanzi, ngezintengo ezishaye phansi ngo-2024. Lo mkhuba ubangelwa ikakhulukazi ukuqoqwa okubalulekile kwe-PTA kule nyanga yamanje, kanye nobunzima bokunciphisa ngempumelelo inkinga yokusungula. ukusilela emuva ngenxa yokungabikho kokuvalwa kwemishini emikhulu kanye nokwehliswa kokukhiqizwa. 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 embonini ye-polyester ewela phansi ngokwezinga elithile liye lehlisa ijubane ukuqoqwa kwe-PTA, ngaphandle kokugcinwa endaweni eyodwa nokunciphisa ukukhiqizwa kwezitshalo ezinkulu ze-PTA, isimo sokugcwala ngokweqile kunzima ukuhlehliswa, futhi imakethe iphethe isimo sengqondo esingenathemba enkambweni yesikhathi esizayo ye-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.