1. Yapfuura Session Yekuvhara Mitengo muMainstream Markets
Musika wemethanol wakashanda zvakatsiga nezuro. Munharaunda dzemukati menyika, kuwanikwa uye kudiwa kwakaramba kuri pakati nepakati nekushomeka kwemitengo mune dzimwe nzvimbo. Munharaunda dzemahombekombe, kumira-kwekuda kwekupa kwakaenderera mberi, nemisika mizhinji yemahombekombe methanol ichiratidza kusagadzikana kudiki.
2. Zvinhu Zvikuru Zvinokurudzira Ikozvino Mutengo Wekufamba
Supply:
Zvizhinji zvekugadzira zvivakwa munzvimbo dzakakosha zviri kushanda zvakatsiga
Yakazara methanol indasitiri yekushandisa mitengo inoramba yakakwira
Nzvimbo dzekugadzira zvinhu dzinowanzove dzakadzikira uye dzakati tsvikiti
Demand:
Kudiwa kwechinyakare kudzika kwemvura kunoramba kuri pakati nepakati
Mamwe mabhizinesi eolefin anochengetedza zvinodiwa zvekutenga
Vatengesi 'inventory holds yakawedzera, nevaridzi vezvigadzirwa zvishoma nezvishoma vachichinja kune vamiriri
Market Sentiment:
Stalemate mumusika psychology
Basis musiyano pa79.5 (yakaverengerwa seTaicang nzvimbo avhareji mutengo minus MA2509 ramangwana rekuvhara mutengo)
3. Market Outlook
Manzwiro emusika anoramba ari parumananzombe. Iine yakagadzika-yekudiwa-inoda zvakakosha uye inotsigira mutengo mafambiro mune zvine hukama zvigadzirwa:
35% yevatori vechikamu vanotarisira mitengo yakagadzikana munguva pfupi nekuda kwe:
Smooth mugadziri anotakura munzvimbo huru dzekugadzira
Hapana pakarepo inventory kumanikidzwa
Kukwana kwemusika kupa
Vamwe vanogadzira vachishingaira kuona purofiti
Husina kusimba hwechinyakare kudiwa kunoderedzwa neakakwira olefin kushanda mitengo
38% vanotarisira kuwedzera kudiki (~¥20/tani) nekuda kwe:
Tight inventory mune mamwe matunhu
Kuenderera mberi olefin procurement tarisiro
Mutengo wekutakura wakakwira mukati mehushoma hwekutakura
Positive macroeconomic support
27% kufanotaura kuderera kudiki (¥10-20/ton) tichifunga nezve:
Vamwe vanogadzira zvekutakura zvinodiwa
Kukwira kwemavhoriyamu kubva kunze kwenyika
Kuderera kwechinyakare kudzika kwemvura kudiwa
Kuwedzera kuda kwevatengesi kutengesa
Bearish tarisiro yepakati-kusvika-kupera kwaJune
Key Moritoring Points:
Futures mutengo maitiro
Shanduko dzekushanda munzvimbo dzekumusoro/dzezasi
Nguva yekutumira: Jun-12-2025