1,Ukubuka konke kwemakethe: Amanani entengo e-PTA abeka okuphansi ngo-Agasti

Ngo-Agasti, imakethe ye-PTA yawohloka kakhulu, ngamanani ashaya okuphansi okungu-2024. Lo mkhuba ikakhulukazi obizwa nge-aventuction ebalulekile ye-PTA enyangeni yamanje, kanye nobunzima bokunciphisa inkinga yokusungula I-Backlog ekungabikho kokuvalwa kwemishini enkulu kanye nokuncishiswa kokukhiqiza. Ngaleso sikhathi, ukwehla emakethe yamafutha omhlaba jikelele kuhlulekile ukuhlinzeka ngokusekelwa kwezindleko okusebenzayo kwe-PTA, kukhulisa okunye ukucindezela kwayo phansi kwamanani.

2,Ukuhlaziywa kolunye uhlangothi: Amandla aphezulu okukhiqiza asebenza, ukusungula okufinyelela okuphezulu okusha

Njengamanje, isilinganiso sokusebenza kwamandla we-PTA sihlala esimweni esiphakeme, futhi ukulethwa kwezimpahla kugcwele kakhulu. Kusukela ngo-2024, ukukhiqizwa kwanyanga zonke kwe-PTA kukhule kakhulu ngokuqhathaniswa nesikhathi esifanayo ngonyaka owedlule kanti kulindeleke ukuba kufinyelele phezulu komlando. Lokhu kukhiqizwa okuphezulu kuholele ngqo ekusungulweni okusha ku-PTA Social Inventory, kuba yinto ebalulekile ekucindezelekeni amanani entengo. Yize izinga lokusebenza eliphakeme le-Downtruam Polyester imboni lincishiswe ngezinga elithile ukuncipha kokusungula kwe-PTA, ngaphandle kokuncishiswa kokukhiqizwa kwezitshalo ezinkulu ze-PTA, isimo se-Oversupply kunzima ukubuyisa emuva, futhi imakethe ibambe a isimo sengqondo sokuphelelwa ithemba ngenxa yesikhathi esizayo ye-PTA.

3,Ukuhlaziywa kohlangothi: Ukufuna Kuwela okulindelwe, ukukhiqizwa kwe-polyester kuqala ezingeni eliphansi

Ubuthakathaka ohlangothini lwemfuno bungesinye isizathu esibalulekile sokwehla kwamanani entengo ye-PTA. Ukwanda okuqhubekayo kwezindleko ze-polymerization ekuqaleni kuholele ekunciphiseni inzuzo yemikhiqizo ye-polyester, ukuphoqa amakhono athile e-polyester ukuze anciphise ukukhiqizwa kanye nokukhulisa amanani entengo. Lokhu kusabela kwe-chain kuholele ekunciphiseni okuqhubekayo emazingeni okukhiqizwa e-polyester, kwathi iningi lika-Agasti, iningi le-polyendus Faclies lijoyine amazinga okunciphisa ukukhiqizwa, okuholela ekunciphiseni okukhulu ekufuneni kwe-PTA. Ukuzimisela okuphansi kwe-polyester Factories ukuthola izimpahla kungenxa yokusetshenziswa kwemithombo yokusungula kanye nemithombo yenkontileka yesikhathi eside, kukhulisa okunye ukungalingani kwe-PTA ye-PTA.

4,Ingcindezi yokusungula kanye nokulindelwe kwemakethe

Ngokusekelwe ekuhlinzekeni kwamanje kanye nesimo sokufunwa, i-PTA kulindeleke ukuthi iqoqe cishe amathani angama-300000 ngo-Agasti, okuholela ekunciphiseni kakhulu ngamanani. Uma ubheka phambili, ukucindezela kokuhlinzekwa kwemakethe ye-PTA kuhlala kukhulu, ikakhulukazi ngenxa yezindawo zokugcina ezilinganiselwe kanye neqiniso lokuthi izikhungo eziningi ezinkulu seziphothule zokondlo kungakapheli unyaka. Kulindeleke ukuthi ukukhiqizwa kwanyanga zonke kwe-PTA kuzohlala ezingeni eliphakeme lamathani angaphezu kwezigidi eziyisithupha ngenyanga ngokuzayo. Noma ngabe ukukhiqizwa kwe-polyester kwasekithini kuqala ukuqala kabusha, kuzoba nzima ukugaya ngokuphelele ukukhiqizwa okuphezulu okunjalo, futhi ingcindezi yokuhlinzekela izoqhubeka ikhona.

5,Ukuxhaswa kwezindleko kanye nephethini ye-oscillation ebuthakathaka

Naphezu kwabhekana nezinto eziningi ezingezinhle emakethe, iMakethe yamafutha e-International Crude usayinikeza ukusekelwa kwezindleko ze-PTA. Ezingeni le-macro, ukukhathazeka mayelana nokuwohloka komnotho womhlaba kuholele ekunciphiseni okujwayelekile kumanani entengo yezimpahla, kepha ukulindelwa okuvuka kwenzalo sekuthambekele ekufudumaleni emakethe. Ngasohlangothini lokuhlinzekwa, ukungaqiniseki kobungozi be-geopolitical kanye nenqubomgomo yokunciphisa ukukhiqizwa kwe-Opec + kuqhubeke kuthinta imakethe kawoyela. Ohlangothini lwemfuno, okulindelwe kwe-crude kawoyela dealcking kusekhona. Ngaphansi komphumela ohlanganisiwe walezi zinto, imakethe kawoyela iveza isimo sezikhundla ezinde nezifushane, ezinezimali zokucubungula ze-PTA zishintshashintsha phakathi kuka-300-400 yuan / ithoni. Ngakho-ke, naphezu kwengcindezi enkulu yokuthenga, ukwesekwa kwezindleko kwamafutha e-aude aphesheya kungaholela kwiphethini ebuthakathaka nelithambile emakethe ye-PTA.

6,Isiphetho Nethemba

Ngamafuphi, imakethe ye-PTA izobhekana nengcindezi enkulu yokuhlinzekwa ngokuzayo, futhi uhlangothi olubuthakathaka luzophinda lukhulise umuzwa wokuncipha kwemakethe. Kodwa-ke, indima yokuxhaswa kwezindleko zamafutha angogwadule aphesheya awanakwa, okungenzeka ngezinga elithile lehlise ukwehla kwamanani entengo ye-PTA. Ngakho-ke, kulindeleke ukuthi imakethe ye-PTA izongena esikhathini sokuqina okubuthakathaka.