NgoNovemba 2023, imakethe ye-PE yaguquguquka futhi yehla, ngomkhuba obuthakathaka. Okokuqala, isidingo sibuthakathaka, futhi ukwanda kwama-oda amasha ezimbonini ezisezansi nomfula kulinganiselwe. Ukukhiqizwa kwamafilimu ezolimo sekungene esikhathini esingekho, futhi izinga lokuqalwa kwamabhizinisi aphansi liye lehla. Isimo sengqondo semakethe asisihle, futhi umdlandla wokuthengwa kwempahla ongemuhle awumuhle. Amakhasimende aphansi ayaqhubeka nokulinda futhi abone izintengo zemakethe, okuthinta isivinini samanje sokuthunyelwa kwemakethe nengqondo. Okwesibili, kukhona ukunikezwa kwekhaya okwanele, ngokukhiqizwa kwamathani ayizigidi ezingu-22.4401 kusukela ngoJanuwari kuya ku-Okthoba, okukhuphuke ngamathani ayizigidi ezingu-2.0123 kusukela esikhathini esifanayo ngonyaka odlule, okukhuphuke ngo-9.85%. Isamba sempahla yasekhaya singamathani ayizigidi ezingama-33.4928, okuwukunyuka kwamathani ayizigidi eziyi-1.9567 kusukela esikhathini esifanayo ngonyaka odlule, nokunyuke ngo-6.20%. Ekupheleni kwenyanga, kube nokukhuphuka kokunaka kwemakethe kumanani aphansi, futhi abanye abathengisi babonisa inhloso ethile yokugcwalisa izikhundla zabo emazingeni aphansi.
NgoZibandlela, imakethe yempahla yamazwe ngamazwe izobhekana nengcindezi yokulindela ukwehla komnotho emhlabeni wonke ngo-2024. Ekupheleni konyaka, imakethe iqaphile futhi izoqhubeka nokugxila ekusebenzeni kwesikhashana esifushane njengokuphuma ngokushesha nokuphuma ngokushesha. Naphezu kwezici eziningi ze-bearish ezifana nesidingo esibuthakathaka kanye nokusekelwa kwezindleko okubuthakathaka, kulindeleke ukuthi kusazoba nesikhala esiphansi emakethe, futhi kuzonakwa iphuzu lokubuyela emuva kwesikhashana lamazinga amanani.
Okokuqala, isidingo siyaqhubeka nokuba buthaka futhi isimo semakethe sibi. Uma kungena uZibandlela, isidingo sokuthekelisa izimpahla zikaKhisimusi kanye nefilimu yokupakisha kaNcibijane kanye noMkhosi Wasentwasahlobo sizobonakala, nokungaqiniseki okuningi okukhulu. Ekupheleni konyaka, isidingo sisonke sizohlala siphansi, futhi izimboni ezingaphansi komfula kulindeleke ukuthi zehle ekukhiqizeni. Ezinye izimboni zingangena eholidini ngaphambi kwesikhathi esimisiwe. Okwesibili, ukunikezwa kuyaqhubeka nokwanda. Ekupheleni kukaNovemba, uhlu lwezinhlobo ezimbili zikawoyela lwaluphakeme kunesikhathi esifanayo ngonyaka odlule, futhi i-port inventory yayivame ukuba phezulu. Ekupheleni konyaka, nakuba izinga lokushintshaniswa kwedola laseMelika libuthakathaka, isidingo emakethe yaseShayina sasibuthakathaka, futhi indawo ye-arbitrage yayilinganiselwe. Umthamo wokungenisa we-PE ngoZibandlela uzokwehla, futhi awekho maningi amabhizinisi okunakekela ekhaya. Izinsiza zasekhaya ziningi, futhi i-inventory yomphakathi kulindeleke ukuthi igayeke kancane. Okokugcina, ukusekelwa kwezindleko akwanele, futhi imakethe kawoyela ongahluziwe yamazwe ngamazwe ngoDisemba izobhekana nengcindezi evela ekuwohlokeni komnotho womhlaba okulindelekile ngo-2024, ngaleyo ndlela kucindezelwe ukuthambekela kwamanani kawoyela, futhi amanani kawoyela ongahluziwe angase abonise ukwehla kwezinga.
Sekukonke, imininingwane engemihle yokuqashwa e-United States iphakamise ukukhathazeka kubatshalizimali mayelana nesimo somnotho kanye nesimo sokufunwa kwamandla kagesi, futhi imakethe yempahla yamazwe ngamazwe izobhekana nengcindezi evela kulokho okulindelekile kokwehla kokukhula komnotho womhlaba ngo-2024 ngoZibandlela. Muva nje, ukukhula komnotho wasekhaya kuzinzile uma kuqhathaniswa, futhi ukuncishiswa kwezingcuphe zezwe kunikeze ukusekelwa kwezinga lokushintshisana kwe-RMB. Ukuphindaphinda kwevolumu yohwebo lokushintshaniswa kwamanye amazwe kwe-RMB kungenzeka kusheshise ukwazisa kwakamuva kwe-RMB. Ukuthambekela kokwazisa kwesikhathi esifushane kwe-RMB kungase kuqhubeke, kodwa isidingo esibuthakathaka emakethe yaseShayina kanye nesikhala esilinganiselwe se-arbitrage ngeke kulethe ingcindezi enkulu ekuphakeleni kwe-PE yasekhaya.
NgoDisemba, ukugcinwa kwemishini ngamabhizinisi asekhaya e-petrochemical kuzokwehla, futhi ingcindezi ekuhlinzekeni kwasekhaya izokhula. Isidingo emakethe yaseShayina sibuthakathaka, futhi indawo ye-arbitrage ilinganiselwe. Ekupheleni konyaka, kulindeleke ukuthi inani elivela kwamanye amazwe lingashintshi kakhulu, ngakho-ke izinga lokuhlinzekwa kwasekhaya lilonke lizohlala liphezulu uma kuqhathaniswa. Isidingo semakethe sisesigabeni sangaphandle kwesizini, futhi ukunqwabelana kwama-oda aphansi komfula kuncipha kakhulu, kugcizelelwa kakhulu ukugcwalisa isidingo esibalulekile. NgoZibandlela, imakethe yempahla yamazwe ngamazwe izobhekana nengcindezi yokwehla okulindelekile kokukhula komnotho emhlabeni wonke ngo-2024. Ngokusekelwe ekuhlaziyweni okuphelele, imakethe ye-polyethylene yahlala ibuthakathaka futhi iguquguquka ngoDisemba, okungenzeka kube nokwehla kancane esikhungweni samanani. Uma kucatshangelwa ukwesekwa okuqinile kwezinqubomgomo zasekhaya kanye nokwehla okuqhubekayo kwamanani entengo, abathengisi banesigaba esithile sokufuna ukugcwaliswa kabusha, okwenza kube nzima ukwakha inkambiso ephansi ehlangene ukuze basekele imakethe. Ngemuva kokwehla kwentengo, kukhona okulindelekile kokuphinda kuboshwe futhi kulungiswe. Ngaphansi kwesimo sokugcwala ngokweqile, ukuphakama okuphezulu kukhawulelwe, futhi umugqa ojwayelekile uwu-7800-8400 yuan/ton. Ngamafuphi, kwakukhona ukutholakala kwasekhaya okwanele ngoDisemba, kodwa kwakusenesidingo esinamandla. Njengoba singena esigabeni sokuphela konyaka, imakethe ibhekane nengcindezi yokubuyisela imali futhi isidingo sisonke besingenele. Ngokusekelwa okucophelelayo ekusebenzeni, ukuthambekela kwemakethe kungase kube buthaka. Kodwa-ke, ngemva kokwehla okuqhubekayo, kungase kube nokubonakaliswa kokugcwaliswa kwesigaba esiphansi, futhi ukuphindaphinda okuncane kungase kusalindelwe.
Isikhathi sokuthumela: Dec-11-2023