Intshayelelo:Kutshanje, amaxabiso e-xylene angaphakathi axubeneyo e-China angene kwelinye inqanaba lokumisa kunye nokudibanisa, kunye noguquko olumxinwa olunoluhlu kwingingqi kunye negumbi elinyiniweyo lokunyuka okanye ukuhla kwempumelelo. Ukusukela ngoJulayi, ukuthatha ixabiso lendawo kwizibuko laseJiangsu njengomzekelo, uthethathethwano luye lwajikeleza kuluhlu lwe-6,000-6,180 yuan/toni, ngelixa iintshukumo zamaxabiso kweminye imimandla nazo zivalelwe ngaphakathi kwe-200 yuan/toni.
Ukudodobala kwamaxabiso kubalelwa kunikezelo lwangaphakathi olubuthathaka kunye nemfuno kwelinye icala, kunye nokunqongophala komkhombandlela ovela kwiimarike zangaphandle kwelinye. Ngokwembono yemfuno yobonelelo lwangaphakathi, izixhobo ezixubeneyo zexylene zihlala ziqinile. Ngenxa yokuvalwa ixesha elide kwefestile ye-arbitrage yokungenisa, iindawo zokugcina urhwebo zibone ukufika okumbalwa kwamanye amazwe, kwaye ukuhanjiswa kweenqanawa zasekhaya kuye kwehle kancinci xa kuthelekiswa namaxesha angaphambili, okukhokelela ekwehleni ngakumbi kumanqanaba oluhlu.
Nangona unikezelo luhlala luthintelekile, ukuxinana kunikezelo lwexylene exutyiweyo kuqhubekile ixesha elide. Ngenxa yokuba amaxabiso exylene ehleli ephezulu, ifuthe elixhasayo lokuxina konikezelo kumaxabiso liye lehla.
Kwicala lemfuno, ukusetyenziswa kwasekhaya bekukho buthathaka ngokwentelekiso kwixesha langaphambili. Ngenxa yokuba amaxabiso exylene axutyiweyo ebephezulu xa kuthelekiswa namanye amalungu anevumba elimnandi, imfuno yokudibanisa iye yathotywa. Ukusukela phakathi kuJuni, ukusasazeka kwexabiso phakathi kwexesha elizayo le-PX kunye ne-MX yasekhaya iikontraki zephepha/iindawo ziye zehla kancinci ukuya kwi-600-700 yuan/ton, ukunciphisa ukuzimisela kwezityalo ze-PX zokufumana ixylene exutyiweyo ngaphandle. Ngaxeshanye, ukugcinwa kwezinye iiyunithi ze-PX nako kukhokelele ekwehleni kokusetyenziswa kwexylene exutyiweyo.
Nangona kunjalo, imfuno exutyiweyo ye-xylene yamva nje ibonise utshintsho kwi-tandem kunye nokuguquguquka kokusasazeka kwe-PX-MX. Ukusukela phakathi kuJulayi, ikamva le-PX liye laphinda laqhama, landisa ukusasazeka kwindawo exubeneyo yexylene kunye nekhontrakthi zephepha. Ekupheleni kukaJulayi, i-gap iye yanda ibuyele kuluhlu olubanzi lwe-800-900 yuan / ton, ukubuyisela inzuzo kwinguqu emfutshane ye-MX-to-PX. Oku kuhlaziye umdla wezityalo ze-PX zokuthengwa kwexylene exutyiweyo yangaphandle, ibonelela ngenkxaso kumaxabiso exylene exutyiweyo.
Ngelixa amandla kwixesha elizayo le-PX libonelele ngokunyuka okwethutyana kumaxabiso axubeneyo exylene, ukuqaliswa kwamva nje kweeyunithi ezintsha ezifana neDaxie Petrochemical, Zhenhai, kunye neYulong kulindeleke ukuba kuqinise ukungalingani kwemfuno yonikezelo lwasekhaya kwixesha elizayo. Nangona uluhlu lwempahla oluphantsi ngokwembali lunokuthi lucothise ukwakhiwa koxinzelelo lonikezelo, inkxaso yesakhiwo sexesha elifutshane ekuboneleleni nasekufuneni ihleli injalo. Nangona kunjalo, amandla akutsha nje kwimarike yempahla yorhwebo aqhutywa kakhulu ziimvakalelo zoqoqosho olukhulu, okwenza uzinzo lwendibano yekamva ye-PX ingaqinisekanga.
Ukongeza, utshintsho kwi-Asia-America yefestile ye-arbitrage iqinisekisa ingqalelo. Ixabiso elisasazekayo phakathi kwemimandla emibini liye lancipha kutshanje, kwaye ukuba ifestile ye-arbitrage ivala, uxinzelelo lokubonelela nge-xylene edibeneyo e-Asia inokunyuka. Ngokubanzi, ngelixa i-short-term structural support-demand support ihlala inamandla, kwaye ukusasazeka kwe-PX-MX kunika ukunyuka okunyukayo, inqanaba lexabiso langoku le-xylene edibeneyo-edityaniswe nokutshintshwa kwexesha elide kwi-dynamics-demand dynamics-inciphisa amandla okuqhubeka kwe-bullish trends ekuhambeni kwexesha.
Ixesha lokuposa: Aug-05-2025