I. Maphakathi no-Ekuqaleni kuka-Okthoba: Imakethe Ikakhulukazi Esimeni Esibuthakathaka
I-Bearish Factors Egxilile
Ikusasa le-PP liye laguquguquka kancane, alinikezi usekelo emakethe yendawo. I-propylene ekhuphukayo ibhekane nokuthunyelwa kokungabi nalutho, nezintengo ezicashuniwe zehla ngaphezu kokukhuphuka, okuholele ekusekelweni kwezindleko okwanele kubakhiqizi bempushana.
Supply-Demand Ukungalingani
Ngemuva kweholidi, amazinga okusebenza abakhiqizi bempushana aphindele phezulu, andisa ukutholakala kwemakethe. Kodwa-ke, amabhizinisi asezansi nomfula abesevele eqoqe imali encane ngaphambi kweholide; ngemva kweholidi, baphinde bagcwalisa amasheya ngamanani amancane, okuholela ekusebenzeni kwesidingo esingaphansi.
Ukwehla Kwentengo
Kusukela ngomhla ka-17, uhla lwamanani olujwayelekile lwe-PP powder e-Shandong naseNyakatho ye-China lwaluyi-RMB 6,500 - 6,600 ngethani, ukwehla kwenyanga nenyanga kwe-2.96%. Ibanga lentengo elivamile e-East China lalingu-RMB 6,600 - 6,700 ngethani, ukwehla kwenyanga nenyanga ngo-1.65%.
II. Inkomba Eyisihluthulelo: Intengo ye-PP Yempuphu-Granule Isabalele Inciphile Kancane Kodwa Yahlala Iphansi
Ithrendi Sekukonke
Kokubili i-PP powder kanye ne-PP granules ibonise ukuthambekela okuphansi, kodwa ububanzi bokwehla be-PP powder bebubanzi, okuholela ekubuyiseleni okuncane ekusakazekeni kwentengo phakathi kokubili.
Inkinga Eyinhloko
Kusukela ngomhlaka-17, isilinganiso sentengo esabalalisa phakathi kwakho kokubili sasingu-RMB 10 ngethani kuphela. I-PP powder isabhekene nokungalungi ekuthunyelweni; amabhizinisi angaphansi komfula ngokuvamile akhetha ama-granules esikhundleni sempushana lapho ethenga izinto zokusetshenziswa, okuholela ekusekelweni okulinganiselwe kwama-oda amasha empushana ye-PP.
III. Uhlangothi Lokuthenga: Izinga Lokusebenza liphinde lakhuphuka kusukela enyangeni edlule
Izizathu Zokuguquguquka Kwezinga Lokusebenza
Ekuqaleni kwenkathi, amabhizinisi afana ne-Luqing Petrochemical kanye ne-Shandong Kairi aphinde aqala kabusha noma andisa ukukhiqizwa kwe-PP powder, futhi u-Hami Hengyou waqala ukukhiqizwa kwesivivinyo. Engxenyeni emaphakathi, amanye amabhizinisi ehlise umthwalo wokukhiqiza noma avala, kodwa amabhizinisi ahlanganisa i-Ningxia Runfeng ne-Dongfang aphinde aqala ukukhiqiza, aqeda umthelela wokunqanyulwa kokukhiqiza.
Idatha yokugcina
Isilinganiso sokusebenza jikelele se-PP powder phakathi no-Okthoba wasekuqaleni sisuka ku-35.38% kuya ku-35.58%, ukwanda cishe kwamaphesenti angu-3 uma kuqhathaniswa nokuphela kwenyanga edlule.
IV. I-Market Outlook: Abekho Abashayeli Abanamandla Aqinile Esikhathini Esifushane, Ukuguquguquka Okubuthakathaka Okuqhubekayo
Izindleko Side
Esikhathini esifushane, i-propylene isabhekene nokucindezela okukhulu kokuthunyelwa futhi kulindeleke ukuthi iqhubeke ishintshashintsha kancane, inikeze ukusekelwa kwezindleko okwanele kwe-PP powder.
Supply Side
U-Hami Hengyou kulindeleke ukuthi aqale ukukhiqiza nokuthunyelwa okuvamile kancane kancane, kanti i-Guangxi Hongyi isiqalile ukukhiqiza i-PP powder emigqeni emibili yokukhiqiza kusukela namuhla, ngakho-ke ukuthengiswa kwemakethe kulindeleke ukuthi kukhuphuke.
Funa Side
Esikhathini esifushane, isidingo esingezansi sizoba yisidingo esiqinile ngamanani aphansi, nendawo encane yokuthuthukiswa. Ukuncintisana kwamanani aphansi phakathi kwe-PP powder nama-granules kuzoqhubeka; ngaphezu kwalokho, kufanele kunakwe umthelela wokushayela wephromoshini ye-“Double 11″ ekuthunyelweni komkhiqizo wokweluka ipulasitiki.
Isikhathi sokuthumela: Oct-20-2025