[Tungamira] Muna Nyamavhuvhu, toluene/xylene uye zvigadzirwa zvine hukama zvinowanzoratidza kudzikira. Mitengo yemafuta epasi rose yakanga isina kusimba pakutanga uye ndokuzosimbiswa; zvisinei, kuguma-kudiwa kwemumba toluene / xylene uye zvigadzirwa zvine hukama zvakaramba zvisina simba. Padivi rekupa, kupihwa kwakawedzera zvishoma nekuda kwekuburitswa kwehunyanzvi kubva kune zvimwe zvidyarwa zvitsva, uye kushomeka kwekupa uye kudiwa zvakakosha kwakakwevera zvakanyanya kukurukurwa mitengo yemusika kudzika. Zvimwe chete zvigadzirwa zvakaona kuwedzera kushoma kwemutengo, zvichifambiswa nezvinhu zvakaita semitengo yakaderera yapfuura uye kuwedzera kudiwa kubva mukutangazve kwezvimwe zvidyarwa zvepasi mushure mekugadzirisa. Kupihwa uye kudiwa zvakakosha zvemusika waGunyana zvicharamba zvisina kusimba, asi nekuchengetedza zororo pamberi pezororo pfupi, musika unogona kumira kudonha kana kudzoka zvishoma.
[Tungamira]
Muna Nyamavhuvhu, toluene/xylene nezvimwe zvigadzirwa zvinogara zvichidzika zvichidzika nekushanduka. Mitengo yemafuta epasi rose yakanga isina kusimba pakutanga isati yasimba; zvisinei, mudzimba kuguma-kudiwa toluene/xylene uye zvine hukama zvigadzirwa zvakaramba zvine usimbe. Padivi rekupa, kukura kwakasimba kwakafambiswa nekuburitswa kwehunyanzvi kubva kune zvimwe zvidyarwa zvitsva, kudzikisira-kudiwa kwezvinodiwa uye kukwevera pasi zvakanyanya kukurukurwa mitengo yemusika. Zvigadzirwa zvishoma chete zvakaona kukwira kwemitengo kushoma, zvichitsigirwa nemazinga emitengo yakaderera uye kuwedzera kwekuda kubva mukutangazve kwezvimwe zvidyarwa zvepasi mushure mekugadzirisa. Izvo zvinodikanwa-zvinoda zvinoramba zvisina simba munaGunyana, asi nekutanga-horidhe kuunganidza pamberi pezororo pfupi, musika unogona kumira kuderera kana kuita nhanho kudzoreredza.
Ongororo Yakavakirwa paKuenzanisa kweNyamavhuvhu Toluene/Xylene Mitengo uye Dzinokosha Data
Pakazere, mitengo yakaratidza kudzikira, asi mushure mekudonha kusvika kumazinga akaderera, purofiti yekugadzira yakadzika yakawedzera zvishoma. Chikamu chinodiwa kukura mukusanganiswa kwemafuta uye PX yakadzora kuderera kwemutengo:
Nhaurirano Dzakawanda paNyaya yeRussia-Ukraine & Saudi Arabia Inoenderera Kugadzira Inokwira Chengetedza Musika Bearish
Mitengo yemafuta yakaramba ichidzika mwedzi uno nekudzikira kukuru, sezvo US crude yaichinja zvakanyanya pakati pemadhora makumi matanhatu nemaviri nemazana matanhatu nesere padhiramu. IUS yakaita nhaurirano mu-munhu nenyika yeEurope, Ukraine, nedzimwe nyika dzeEurope kuti vakurukure kumisa kurwa kwechokwadi kwegakava reRussia neUkraine, zvichisimudza tarisiro yakanaka yemusika. VaDonald Trump vakadzokorora zvakare kusaina kufambira mberi muhurukuro, zvichikonzera kuenderera mberi kwemaprimiyamu ezvematongerwo enyika. OPEC + inotungamirwa neSaudi Arabia yakaramba ichiwedzera kugadzirwa kuti itore chikamu chemusika; pamwe nekudzikira kudiwa kwemafuta eUS uye kunonoka kwekudonha kwemafuta eUS, zvakakosha zvakaramba zvisina simba. Uyezve, data rehupfumi rakadai seasiri epapurazi payrolls uye masevhisi PMI akatanga kupfava, uye iyo Federal Reserve yakasaina kuderedzwa kweyero munaGunyana, ichienderera mberi ichisimbisa yakaderera njodzi kuhupfumi. Kudzikira kuri kuramba kuchiita mitengo yemafuta epasi rose kwaivewo chinhu chakanyanya kukurudzira manzwiro mumisika ye toluene uye xylene.
Yakakwana Purofiti kubva kuToluene Disproportionation & MX-PX Short process; PX Enterprises 'Pased External Procurement Inotsigira Iwo Maviri Benzene Marike
Muna Nyamavhuvhu, mitengo ye toluene, xylene, uye PX yakatevera maitiro akafanana ekuchinja asi aine misiyano mishoma yeamplitude, zvichitungamira kugadziriso ine mwero mupurofiti kubva ku toluene disproportionation uye MX-PX pfupi maitiro. Mabhizinesi epasi pePX akaenderera mberi nekutenga toluene uye xylene muhuwandu huri pakati nepakati, kudzivirira kukura kwezvinhu paShandong yakazvimirira yekuchenesa uye mahombe eJiangsu madoko kubva mukusangana zvinotarisirwa, nekudaro achipa rutsigiro rwakasimba kumitengo yemusika.
Divergent Supply-Demand Dynamics Pakati peToluene neXylene Narrow Mutengo Wazvo Wakapararira
Muna Nyamavhuvhu, zvirimwa zvitsva zvakaita seYulong Petrochemical uye Ningbo Daxie zvakatanga kugadzirwa, zvichiwedzera kuwanikwa. Nekudaro, kukura kwekupa kwainyanya kunyudzwa muxylene, zvichigadzira zvakasiyana-siyana zvekutsvaga-zvinoda zvakakosha pakati petoluene nexylene. Zvisinei nekudzikira kwemitengo nekuda kwekuderera kwemitengo yemafuta epasi rose uye kushomeka kwemafuta, kudonha kwetoluene kwaive kudiki pane kwexylene, zvichidzikisa mutengo wavo kusvika pa200-250 yuan/ton.
Gunyana Market Outlook
MunaGunyana, iyo-inodiwa-inodiwa yakakosha ye toluene/xylene uye zvine hukama zvigadzirwa zvicharamba zvisina kusimba. Musika unogona kuenderera mberi nekusasimba kwayo kushanduka-shanduka pakutanga kwemwedzi, asi maitiro emwaka ezvakaitika kare anoratidza tsika yekuvandudza munaSeptember. Pamusoro pezvo, mitengo yemusika iripo kazhinji iri pamakore mashanu akaderera, uye zvinotarisirwa zvekuchengeterwa pre-horidhe pamberi pezororo reZuva reNyika zvinogona kupa rutsigiro, kudzikisira mutengo. Kuti rebound inoitika zvinoenderana nekuchinja kwekuwedzera kudiwa. Pazasi pane ongororo yemafambiro echigadzirwa chega:
Crude Oiri: Mitengo Ingangoita Kugadziridza Pasi Dzvinyiriro Nekuchinjika Kwakatetepa
Nhaurirano pamusoro penyaya yeRussia-Ukraine ichaenderera mberi, neUkraine ichibvumirana muchibvumirano che "nzvimbo-ye-runyararo". Mapato ose ari kuronga musangano wematatu unosanganisira Ukraine, nyika yeEurope, neU. Nekudaro, kumisa pfuti kunobvira zvakanyanya kana hurukuro dzekutevera dzaitwa, zvichizotungamira mukuregedzerwa kwemitengo ye geopolitical premium. Saudi Arabia icharamba ichiwedzera kugadzirwa, uye US iri kupinda mukuderera kwemwaka mukudiwa kwemafuta. Mushure mekushaikwa kwekushomeka kwezvekudonha mukati memwaka wepamusoro, kutya kwemusika kunowedzera kukurumidza kuvaka mumwaka wekunze, unozoyerawo mitengo yemafuta. Zvakare, iyo Federal Reserve ingangoita kucheka mitengo munaGunyana sezvaitarisirwa, ichichinja musika kutarisa kune inotevera nhanho yekudzikiswa kwemitengo, zvichikonzera kusarerekera kwazvakarerekera pamitengo yemafuta. Nhaurirano dzeRussia-Ukraine dzekumisa pfuti, kusunungura maprimiyamu ezvematongerwo enyika, kudzikira kwehupfumi, uye kuvaka kwemafuta anovaka zvese zvinomanikidza mitengo yemafuta kugadzirisa zvisina simba.
Toluene & Xylene: Nhaurirano Dzingangove Dzisina Kusimba Kutanga, Ipapo Kwakasimba
Misika yemumba toluene uye xylene inotarisirwa kudzika pasi pekutanga uye yozokwira munaGunyana, iine kushomeka kwese kushanduka. Sinopec, PetroChina, nevamwe vagadziri vacharamba vachikoshesa kuzvishandisa munaGunyana, asi mamwe mabhizinesi achawedzera kutengesa kwekunze zvishoma. Yakasanganiswa nekuwedzera kwekuwedzera kubva kumiti mitsva seNingbo Daxie, gaka rekupa kubva kuYulong Petrochemical's yakarongwa yekucheka mwero wekushanda uchazadzwa. Padivi rekuda, nepo zviitiko zvenhoroondo zvichiratidza kudiwa kwakavandudzwa munaGunyana, hapana zviratidzo zvekutora pikicha. Iyo chete yakawedzera MX-PX kupararira yakachengeta yakadzika PX yekutenga tarisiro iri mupenyu, ichipa yakasimba mutengo rutsigiro. Pamusoro pezvo, mafuta akaderera anosanganisa purofiti uye mitengo yakaderera yezvinhu zvine hukama zvinosanganisa zvinodzikamisa kukura kwekudiwa kwekusanganiswa kwemafuta. Kuongorora kwakadzama kunoratidza kuti huwandu hwekupa-chinodiwa hwakakosha hunoramba husina kusimba, asi mitengo yazvino-pamakore mashanu yakaderera-ine kuramba kwakasimba kuti iwedzere kuderera. Zvakare, zvingango gadziridzwa polisi zvinogona kuwedzera manzwiro emusika. Nokudaro, misika inogona kunge isina simba kutanga uye yakasimba munaSeptember, ine kuchinja kwakamanikana.
Benzene: Inotarisirwa Kubatanidza Zvisina Simba Mwedzi Unotevera
Benzene mitengo inogona kubatanidzwa zvishoma nezvishoma nekusarurama kwakasimba. Pamberi pemutengo, mafuta asina kuchena anotarisirwa kugadziridzwa pasi pekumanikidzwa mwedzi unouya, neiyo fluctuation centre ichichinja zvishoma zvichidzika. Chakanyanya, mabhizinesi epasi anoshaya simba rekutevera kukwira kwemitengo nekuda kwekusakwana maodha matsva uye kuenderera mberi kwakakwira muzvikamu zvepasi pasi, zvichigadzira kuramba kwakanyanya kutapurirana kwemitengo. Chete-kupera-mwedzi kuzasi kwekutenga zvinhu zvinotarisirwa zvinogona kupa rubatsiro.
PX: Musika Ungangoita Kubatanidza neNarrow Fluctuations
Zvichikanganiswa nezviri kuitika kuMiddle East geopolitics, Fed rate yekucheka tarisiro, uye kukanganiswa kwemitemo yemitero yeUS, mitengo yemafuta epasi rese inogona kutengeserana isina simba, ichipa rutsigiro rwemutengo wakaderera. Chakanyanya, yemba PX's yakanyanyisa kugadzirisa nguva yapera, saka huwandu hwese hucharamba hwakakwira. Pamusoro pezvo, kumisikidzwa kweimwe nyowani MX kugona kunogona kuwedzera PX kuburitsa kuburikidza nekutenga kwekunze kwezvigadzirwa nePX zvidyarwa. Padivi rekuda, mabhizinesi ePTA ari kuwedzera gadziriso nekuda kwemitengo yakaderera yekugadzirisa, ichiwedzera epamba PX's yekupa-inoda kumanikidza uye denting musika kuvimba.
MTBE: Kushaikwa Kusina Simba-Kunodiwa asi Mutengo Tsigiro yekutyaira "Isina Kusimba Kutanga, Ipapo Yakasimba" Maitiro
Domestic MTBE supply inotarisirwa kuwedzera mberi munaGunyana. Kudiwa kwepeturu kungangoramba kwakagadzikana; nepo pre-National Day stockpiling inogona kuunza kumwe kudiwa, kutsigira kwayo kunotarisirwa kuve kushoma. Pamusoro pezvo, nhaurirano dzeMTBE kunze kwenyika hadzina kusimba, zvichiisa kuderera kwemitengo. Nekudaro, tsigiro yemitengo inodzika kuderera, zvichitungamira kune inotarisirwa "isina simba kutanga, yobva yasimba" maitiro emitengo yeMTBE.
Gasoline: Supply-Demand Pressure yekuchengeta Musika Wasina Kusimba neKuchinja
Mitengo yepeturu yemumba inogona kuramba ichichinja zvisina simba munaGunyana. Oiri isina kuchena inotarisirwa kugadziridzwa pasi pekumanikidzwa ine yakaderera kuderera kwenzvimbo, inorema pamusika wepamba peturu. Padivi rekupa, mitengo yekushanda kumakambani makuru emafuta inodzika pasi, asi idzo dziri munzvimbo dzakazvimiririra dzekuchenesa dzichakwira, dzichiita kuti peturu ikwane. Padivi rekudiwa, nepo mwaka wepamusoro we "Golden September" ungawedzera kuwedzera kudiki kwepeturu nedhiziri, kutsiva simba idzva kunodzikamisa huwandu hwekuvandudza. Pakati pemusanganiswa webullish uye bearish zvinhu, mitengo yepeturu yepamba inotarisirwa kuchinjika zvishoma munaGunyana, neavhareji mutengo ungangodonha ne50-100 yuan/ton.
Nguva yekutumira: Sep-05-2025