Nangona isiqingatha sesibini se-2022, iikhemikhali zamandla kunye nezinye izinto ezithengiswayo zingene kwisigaba sokulungiswa, kodwa abahlalutyi be-Goldman Sachs kwingxelo yamva nje bagxininise ukuba izinto ezisisiseko ezibonisa ukunyuka kweekhemikhali zamandla kunye nezinye izinto ezithengiswayo azikatshintshi, ziya kuzisa imbuyekezo eqaqambileyo. kunyaka olandelayo.
NgoLwesibini, uJeff Currie, umlawuli weGoldman Sachs Commodity Research, kunye noSamantha Dart, umlawuli wophando lwegesi yendalo, ulindele umlinganiselo wokulinganisa izinto ezinkulu ezifana noshishino lweekhemikhali, oko kuthetha ukuba i-S & P GSCI Total Return Index inokufumana enye i-43% ngo-2023 emva kwe-20% kunye nembuyekezo kulo nyaka.
(I-S&P Kospi Total Commodities Index, umthombo: Utyalo-mali)
Gu-oldman Sachs ulindele ukuba imarike kwikota yokuqala ye-2023 ingaba namaqhuma athile kumxholo wokudodobala koqoqosho, kodwa ukunikezelwa kweoli kunye negesi yendalo kuya kuqhubeka nokunyuka.
Ukongeza kwiziko lophando lomthengisi, inkunzi ikwasebenzisa igolide yokwenyani kunye nesilivere ukubonisa ithemba layo lexesha elide malunga neemveliso.Ngokwedatha etyalwe yiBridge Alternative, iikholeji eziphezulu ze-15 ezigxile kwimarike yempahla kulo nyaka, ubungakanani bempahla elawulwa yi-50% ukuya kwi-20.7 yeebhiliyoni zeedola.
UGoldman Sachs ugqibe kwelokuba ngaphandle kwenkunzi eyaneleyo yokudala amandla okuvelisa atyebileyo, iimpahla ziya kuqhubeka ziwela kwimeko yokunqongophala kwexesha elide, kwaye ixabiso liya kuqhubeka linyuka kwaye liguquguquka ngakumbi.
Ngokubhekiselele kwiithagethi ezithile, uGoldman Sachs ulindele i-oyile ekrwada, ngoku ijikeleza malunga ne-80 yeedola ngomphanda, inyuke iye kwi-105 yeedola ekupheleni kuka-2023;kunye nexabiso lokulinganisa igesi yendalo yaseAsia inokunyuka ukusuka kwi-33 yezigidi zeedola ukuya kwi-53 yeedola.
Kwixesha elizayo elingekude, kukho imiqondiso yokubuyisela kwimarike ekwaziyo, kwaye iikhemikhali ziye zaba phezulu.
NgoDisemba 16, phakathi kweemveliso ze-110 zokubeka iliso kwi-Zhuochuang Information, iimveliso ze-55 zanda kulo mjikelo, zibalwa kwi-50.00%;Iimveliso ezingama-26 zigcinwe zizinzileyo, zibalelwa kuma-23.64%;Iimveliso ezingama-29 ziwile, zibalelwa kwi-26.36%.
Ukusuka kwimbono yeemveliso ezithile, i-PBT, i-polyester filament, kunye ne-benhypenhydronic ngokucacileyo zifunyenwe.
PBT
Kutshanje, amaxabiso emarike ye-PBT anyukile, kwaye inzuzo iphinde yanda.Ukusukela ngoDisemba, ishishini lakuqala laqala ukukhokelela ezantsi kubenzi be-inventri eqinile, kwaye kwi-bdo ekrwada itsale umsebenzi, i-terminal ixhala ukuba ithathe iimpahla zengqondo yanda, i-PBT yemarike yendawo yokubonelela iqinile, ixabiso lenyuka kancinane, ishishini. inzuzo yajika.
Itshathi yexabiso leresin ecocekileyo yePBT eMpuma China
POY
Emva kwe "Golden Nine Silver Ten", imfuno ye-polyester filaments iyancipha ngokukhawuleza.Abavelisi baye baqhubeka nokwenza inzuzo yokunyusa, kwaye ingqwalasela yentengiselwano iyaqhubeka ihla.Ekupheleni kukaNovemba, ugxininiso lwentengiselwano ye-Poy150D yayiyi-6,700 yuan / ton.NgoDisemba, njengoko i-terminal ifuna ngokukhawuleza, kwaye imodeli enkulu ye-polyester filaments yayinkulu ekuphumeni kwemali, abavelisi babethengisa ngamaxabiso aphantsi, kwaye ingxelo yaphakanyiswa enye emva komnye.Abasebenzisi bemijelo esezantsi babenexhala lokuba iindleko zokuthengwa kwempahla kwixesha elizayo zanyuswa.Umoya wemarike ye-polyester filament uye waqhubeka nokunyuka.Phakathi kuDisemba, ixabiso le-Poy150D laliyi-7075 yuan / ton, ukunyuka kwe-5.6% ukusuka kwinyanga edlulileyo.
PA
Imakethi yasekhaya ye-benhynhydr iphelile phantse iinyanga ezimbini, kwaye imakethi ingenise ukwehla kwe-Ultra-decline in rebound.Ukusukela ekungeneni kule veki, echatshazelwe kukuphinda kwemarike ye-benhypenichydr, inzuzo yeshishini lasekhaya le-benhypenhydrate liphucukile.Phakathi kwabo, inzuzo enkulu yemveliso yesampulu ye-benhypenhydrate engummelwane yi-132 yuan / toni, ukwanda kwe-568 yuan / toni ukusuka kwi-8 kaDisemba, kwaye ukuhla yi-130.28%.Ixabiso lezinto eziluhlaza liwile, kodwa imarike ye-bonalide izinzile kwaye yaphinda yanda, kwaye ishishini litshintshile kwilahleko.Inzuzo enkulu yesampulu yepyrine yi-190 yuan / ton, ukunyuka kwe-70 yuan / ton ukusuka kwi-8 kaDisemba, kunye nokuhla kwe-26.92%.Ikakhulu kungenxa yokuba ixabiso leshishini lezinto ezikrwada liye laphinda lanyuka, ngelixa ixabiso lemarike ye-benic anhydride lenyuka kakhulu, kwaye ilahleko yeshishini yehla.
Ngokuqinisekileyo, kukho abahlalutyi abacinga ngoku impembelelo yokudodobala koqoqosho ijongelwe phantsi.U-Ed Morse, intloko yophando lwemveliso e-Citigroup, uthe kule veki nje utshintsho olunokwenzeka kwicala leemarike zorhwebo, olulandelwa kukudodobala kwezoqoqosho okunokwenzeka kwihlabathi, kuya kubangela umngcipheko wezinto eziphathekayo kwiklasi ye-asethi.
Kubusuku bangaphambi kokusa, silinde ukuba ibango liphume ezantsi, ngokuka-Youliao.Ngo-2013, imfuno yase-China yachatshazelwa ngubhubhani, ngelixa ukunyuka kwamaxabiso okuphezulu ngokuthe ngcembe kucinezele imfuno yaphesheya kweelwandle.Nangona imarike ilindele ukuba isantya sokunyuka kwesantya se-Fed siya kucotha, kodwa impembelelo kuqoqosho lokwenyani iya kuvela ngokuthe ngcembe, ekhokelela ekunciphiseni ngakumbi ukukhula kwemfuno.Ukuyekiswa komgaqo-nkqubo wothintelo lobhubhane wase-China kuye kwafaka amandla ekuchacheni, kodwa incopho yokuqala yosulelo isenokubangela imiqobo yexesha elifutshane.Ukubuyiselwa eTshayina kunokuqala kwikota yesibini.
Ixesha lokuposa: Dec-22-2022