NgoNovemba 2023, imakethe ye-PE yehla futhi yehla, kanye nomkhuba obuthakathaka. Okokuqala, isidingo sibuthakathaka, kanti ukwanda kwama-oda amasha ezimbonini ezingezansi kunqunyelwe. Ukukhiqizwa kwamafilimu ezolimo kungene esikhathini esingesona esokuqala, kanti izinga lokuqala lamabhizinisi angezansi lehlile. Isimo sengqondo semakethe asisihle, futhi intshiseko yokuthengwa kwempahla yokugcina ayisihle. Amakhasimende aphansi ayaqhubeka nokulinda nokubona amanani emakethe, okuthinta isivinini sokuthunyelwa kwemakethe samanje kanye nesimo sengqondo. Okwesibili, kukhona ukunikezwa okwanele kwasekhaya, ngokukhiqiza amathani ayizigidi ezingu-22.4401 kusukela ngoJanuwari kuya ku-Okthoba, ukwanda kwamathani ayizigidi ezingu-2.0123 kusukela esikhathini esifanayo ngonyaka odlule, ukwanda kwamathani angu-9.85%. Ukunikezwa okuphelele kwasekhaya kungamathani ayizigidi ezingu-33.4928, ukwanda kwamathani ayizigidi ezingu-1.9567 kusukela esikhathini esifanayo ngonyaka odlule, ukwanda kwamathani angu-6.20%. Ekupheleni kwenyanga, kwaba nokwanda kokunaka kwemakethe ngamanani aphansi, futhi abanye abathengisi babonise inhloso ethile yokugcwalisa izikhundla zabo emazingeni aphansi.
NgoDisemba, imakethe yezimpahla zomhlaba wonke izobhekana nengcindezi evela ekulindelweni kokwehla komnotho womhlaba ngo-2024. Ekupheleni konyaka, imakethe iyaqaphela futhi izoqhubeka nokugxila ekusebenzeni kwesikhashana njengokungena nokuphuma ngokushesha. Naphezu kwezici eziningi ezibangela ukwehla kwentengo njengesidingo esibuthakathaka kanye nokusekelwa kwezindleko okubuthakathaka, kulindeleke ukuthi kusazoba nesikhala sokwehla emakethe, futhi kuzonakwa iphuzu lesikhashana lokubuyela emuva kwamazinga entengo.
Okokuqala, isidingo siyaqhubeka nokuba buthakathaka futhi imizwa yemakethe iphansi. Ukungena ngoDisemba, isidingo sezimpahla zikaKhisimusi zokuthumela kwamanye amazwe kanye namafilimu okupakisha eMkhosini Wonyaka Omusha kanye neNtwasahlobo sizobonakala, kanye nokungaqiniseki okuningi okukhulu. Ekupheleni konyaka, isidingo sonke sizohlala sizinzile, futhi amafektri angaphansi kulindeleke ukuthi ehle ekukhiqizweni. Amanye amafektri angangena eholidini ngaphambi kwesikhathi esibekiwe. Okwesibili, ukunikezwa kuyaqhubeka nokwanda. Ekupheleni kukaNovemba, inani lezinhlobo ezimbili zikawoyela laliphezulu kunesikhathi esifanayo ngonyaka odlule, futhi inani lempahla elisechwebeni lalivame ukuba phezulu. Ekupheleni konyaka, yize izinga lokushintshana ngedola laseMelika linciphile, isidingo emakethe yaseShayina sasibuthakathaka, futhi isikhala se-arbitrage sasilinganiselwe. Umthamo wokungenisa we-PE ngoDisemba uzokwehla, futhi azikho izinkampani eziningi zokulungisa zasekhaya. Izinsiza zasekhaya ziningi, futhi inani lempahla yomphakathi kulindeleke ukuthi linciphe kancane. Okokugcina, ukwesekwa kwezindleko akwanele, futhi imakethe yamafutha angahluziwe yamazwe ngamazwe ngoDisemba izobhekana nengcindezi yokwehla komnotho womhlaba wonke okulindelekile ngo-2024, ngaleyo ndlela icindezele ukuthambekela kwamanani kawoyela, futhi amanani kawoyela angahluziwe angabonisa ukuthambekela kokwehla okuguqukayo.
Sekukonke, idatha engemihle yokuqashwa e-United States iphakamise ukukhathazeka phakathi kwabatshalizimali mayelana nombono wezomnotho kanye nombono wesidingo samandla, kanti imakethe yezimpahla zomhlaba wonke izobhekana nengcindezi evela ekulindelweni kokwehla kokukhula komnotho womhlaba ngo-2024 ngoDisemba. Muva nje, ukukhula komnotho wasekhaya kuye kwaba okuzinzile, futhi ukuncishiswa kwezingozi zezwe kuye kwahlinzeka ngokusekelwa kwezinga lokushintshaniswa kwe-RMB. Ukubuya kwevolumu yokuhweba ngezimali zangaphandle kwe-RMB kungenzeka ukuthi kusheshise ukwehla kwakamuva kwe-RMB. Umkhuba wokwanda kwe-RMB wesikhathi esifushane ungase uqhubeke, kodwa isidingo esibuthakathaka emakethe yaseShayina kanye nendawo encane ye-arbitrage ngeke kulethe ingcindezi enkulu ekuhlinzekweni kwe-PE yasekhaya.
NgoDisemba, ukugcinwa kwemishini ngamabhizinisi akhiqiza uphethiloli ekhaya kuzoncipha, futhi ingcindezi ekuhlinzekweni kwempahla yasekhaya izokwanda. Isidingo emakethe yaseShayina sibuthakathaka, futhi isikhala se-arbitrage silinganiselwe. Ekupheleni konyaka, kulindeleke ukuthi inani lokungenisa ngeke lishintshe kakhulu, ngakho-ke izinga lokunikezwa kwempahla yasekhaya lizohlala liphezulu. Isidingo semakethe sisesigabeni se-off-season, futhi ukuqoqwa kwama-oda aphansi kwehla kakhulu, kugxilwe kakhulu ekugcwaliseni isidingo esibalulekile. NgoDisemba, imakethe yezimpahla zomhlaba wonke izobhekana nengcindezi yokwehla okulindelekile kokukhula komnotho womhlaba ngo-2024. Ngokusekelwe ekuhlaziyweni okuphelele, imakethe ye-polyethylene yahlala ibuthakathaka futhi ishintshashintsha ngoDisemba, kanye nokwenzeka kokwehla okuncane kwesikhungo sentengo. Uma kucatshangelwa ukwesekwa okuqinile kwezinqubomgomo zasekhaya kanye nokwehla okuqhubekayo kwamanani, abathengisi banesigaba esithile sesidingo sokugcwalisa kabusha, okwenza kube nzima ukwakha umkhuba wokwehla ohlangothini olulodwa ukusekela imakethe. Ngemuva kokwehla kwentengo, kukhona ukulindela ukubuya nokulungiswa. Ngaphansi kwesimo sokwanda ngokweqile, ukuphakama okuphezulu kunqunyelwe, kanti i-linear mainstream ingu-7800-8400 yuan/ton. Ngamafuphi, kwakukhona ukunikezwa okwanele kwasekhaya ngoDisemba, kodwa kwakusekhona isidingo esinamandla. Njengoba singena esigabeni sokuphela konyaka, imakethe yabhekana nengcindezi yokubuyisa imali futhi isidingo sonke sasinganele. Ngokusekelwa okuqaphile okusebenza, ukuthambekela kwemakethe kungaba buthaka. Kodwa-ke, ngemva kokwehla okuqhubekayo, kungase kube nokubonakaliswa kokuvuselelwa kwesigaba esiphansi, futhi kungase kulindeleke ukuthi kubuyekezwe kancane.
Isikhathi sokuthunyelwe: Disemba 11-2023