ImfutshaneUhlaziyo olunzulu lweshishini lomhla wama-22 kuSeptemba: Imakethi ye-monoethylene glycol (MEG) yaseTshayina ifikelele kwinqanaba eliphambili lokunyuka emva kokuba ixesha le-"Golden September" lingazange lifikelele kulindelo. Izinga lokusebenza elipheleleyo le-polyester esezantsi liye lehla laya kuma-74.2%, kunye nokunciphisa okukhulu kwemveliso kwiindawo ezifana nentambo ye-filament. Iiyunithi ze-ethylene zasekhaya kunye neeyunithi ze-MEG ezisekwe kwi-ethylene kunye ne-coal-to-MEG ziqalise kwakhona ngamanani amaninzi, ziphakamisa ukunikezelwa ngokubanzi. Amachweba amakhulu aseMpuma China agqibe uthotho lweeveki ezisi-8 ezilandelelanayo zokususa isitokhwe kwaye arekhoda ukwakhiwa kwawo kokuqala kwe-inventory ethambileyo. Isivumelwano esiphambili se-MEG futures sivale phantse nge-3% esezantsi ngaloo mini, kunye nesivumelwano esikhulu semarike sokuba umjikelo wokuqokelelwa kwe-inventory uza kuqala kwi-Q4, nto leyo ebeka uxinzelelo oluqhubekayo kwixabiso lamaxabiso.

Isishwankathelo seMarikeNgomhla wama-22 kuSeptemba, imakethi ye-MEG yasekhaya yaseTshayina ibonakalise ukuguquka okucacileyo kwendlela eqhuba ngayo izinto. Njengoko iiprimiyamu zomngcipheko wezopolitiko ziqhubeka ziphela kwaye umsantsa "wokunyuka kokunikezelwa, ukuhla kwemfuno" kwiziseko zoshishino usanda, ikhontrakthi ephambili ye-MEG yekamva irhwebe phantsi kulo lonke ixesha kwaye yavala phantse i-3% yehla, isusa inzuzo yokubuyela umva kwiiveki ezimbini ezidlulileyo. Imakethi ye-spot ithambile ngaxeshanye: amaxabiso engxoxo ye-spot eMpuma China ahla, abarhwebi babonise ukuzimisela okukhulu ukuthengisa, kwaye abathengi abasezantsi babeka ii-odolo ezincinci ezisasazekileyo zemfuno eqinileyo, nto leyo eshiya iimvakalelo zemarike ziqaphele.

Icala Lokubonelela: Ukubuyiselwa Okuzinzileyo Ekusetyenzisweni Kweeyunithi Zasekhaya, Ukufika Okuphantsi Kokungenisa Izinto EzingeniswayoUkunyuka kancinci kobonelelo kube yeyona nto iphambili ekutshintsheni kwemfuno yobonelelo. Iiyunithi ze-MEG ezisekelwe kwi-ethylene, ezixhaswa yi-ethylene supply ekhululekileyo kunye ne-recovering processing margins, zigcine izinga lokusebenza eliphezulu elingaphezulu kwe-82%, kwaye uninzi lwezibonelelo ezinkulu zisebenza ngokupheleleyo. Kwiiyunithi zamalahle ukuya kwi-MEG, izibonelelo ezininzi eMntla-ntshona naseMntla China ezazivaliwe ngenxa yokulahlekelwa kunye nokugcinwa rhoqo ziqaliswe kwakhona ngamandla phakathi ukuya ekupheleni kukaSeptemba, nto leyo eqhuba ukubuyiselwa ngokukhawuleza kokusetyenziswa kwamalahle. Izinga lokusebenza le-MEG lilonke lesizwe linyuke malunga neepesenti ezi-4 ngeveki, kwaye imveliso yeveki yasekhaya inyuke kakhulu.

Kwicala lokungenisa impahla kwamanye amazwe, ukufika kukaSeptemba kwizibuko zaseMpuma China kuhlala kuphantsi ngenxa yokugcinwa kweeyunithi zaphesheya, ukulibaziseka kokuthunyelwa kwempahla kunye notshintsho ekuhambeni kwempahla kwihlabathi liphela, kunye nomthamo wempahla evela kwamanye amazwe wehla malunga ne-8% ngeveki. Nangona kunjalo, imveliso yasekhaya ekhulayo inciphise ngokupheleleyo umsantsa wokungenisa impahla kwamanye amazwe, nto leyo ekhokelele ekonyukeni kwenani lilonke lempahla evela kwamanye amazwe. Iiyunithi ezininzi ezisekelwe kumalahle zicwangciselwe ukunyuka ukuya kumthamo opheleleyo ngaphambi kuka-Okthobha, nto leyo eya kuqinisa uxinzelelo oluvela kwicala lokubonelela impahla.

Icala leMfuno: Ulindelo oluNgaphumelelanga lweXesha leNkulungwane, Ingxelo engentle isasazeka kulo lonke uthothoUbuthathaka bemfuno buye banda, kwaye ixesha lokusetyenziswa kwemveliso eliqhelekileyo elithi "Golden September, Silver October" liye lasilela kakhulu. Izinga lokusebenza kwe-polyester lihle laya kwi-74.2%, liphantsi kunenqanaba eliqhelekileyo lexesha lokusetyenziswa kwemveliso kweli xesha kwaye lingaphantsi kwenqanaba eliphantsi lokusebenza ngexesha leeholide zeSpring Festival. Ngokwecandelo, intambo ye-polyester filament ibone ukwehla okukhulu kokusetyenziswa kwayo, ichaphazeleka zii-odolo ezibuthathaka zokuthumela ngaphandle kwempahla kunye neempahla ezisetyenzisiweyo kunye nemfuno yasekhaya ethambileyo. I-staple fiber kunye ne-polyester yezinga lebhotile ziye zahlala ziqinile kodwa zinciphise imveliso ukuya kumanqanaba ahlukeneyo.

Ingxelo engalunganga iyaqhubeka nokusasazeka kuthotho lwemizi-mveliso: iifektri zokuluka zabasebenzisi bokugqibela zigcina iimpahla zelaphu ezingwevu kwaye ziyasokola ukuphakamisa amazinga okusebenza, nto leyo ecinezela abavelisi bepolyester ngokufakela impahla egqityiweyo kunye nokunciphisa imida yokucubungula. Uninzi lwamashishini epolyester ngoku asebenzisa icebo "lokuthenga xa kufuneka, ukulawula impahla yezinto eziluhlaza", egcina iimpahla ze-MEG ziphantsi kwiintsuku ezili-10 ukuya kwezili-12 ngaphandle kokuzimisela ukuphinda zizalise izinto ngokukhawuleza. Oku kunciphisa ngokuthe ngqo ukusetyenziswa kwe-MEG, kwaye akukho kubuyiselwa kwemfuno okucacileyo okulindelekileyo kwixesha elifutshane.

Ukunyuka kwexabiso lempahla: Ukususwa kwempahla eMpuma China Iiveki ezisi-8 ziphelile, uMjikelo woKwakhiwa kwempahla uqinisekisiweUphuhliso lwezinto ezisetyenzisiweyo luqinisekisile ngokusesikweni inqanaba lokunyuka kwemfuno yokubonelela. Kule veki, izitokhwe ze-MEG kumazibuko amakhulu aseMpuma China ziphelise umkhwa wokususa izinto ezisetyenzisiweyo weeveki ezisi-8 kwaye zibhalise ukwakhiwa okuncinci, okunyuka malunga neetoni ezingama-20,000 ngeveki. Nangona izinto ezisetyenzisiweyo ezisetyenzisiweyo zihlala ziphantsi xa kuthelekiswa nexesha elifanayo kwiminyaka yakutshanje, zibonelela ngenkxaso ethile yamaxabiso afanelekileyo, ukuvela komkhwa wokwakha kubonisa ukuba imakethi itshintshile ukusuka "kwibhalansi eqinileyo" ukuya "ekulindelweni okunciphileyo".

Okwangoku, inani leempahla ezithunyelwa echwebeni veki nganye liyehla iveki neveki, nto leyo ebonisa ukuzimisela okubuthathaka kokuthenga kwiifektri zepolyester ezisezantsi kunye nesantya esicothayo sokuthengwa kwempahla efunekayo. Njengoko imveliso yeyunithi yasekhaya iqhubeka nokunyuka kwaye ukungeniswa kwezinto ezithunyelwayo kulindeleke ukuba kubuye kancinci kwikota yesi-4, imakethi ilindele ukuba izinto ezithunyelwa echwebeni zingene kwinqanaba lokuqokelelwa okuqhubekayo.

Iindleko kunye neeMargins: Inzuzo Eyahlukeneyo Kuzo Zonke Iindlela, Ukuqina Kwempahla KuyabonakalaUkwahluka kwenzuzo kuzo zonke iindlela zemveliso nako kutshintsha isantya sokukhula kobonelelo. Kwi-MEG esekelwe kwi-ethylene, ukwehla kwamaxabiso e-ethylene kumazwe ngamazwe kuye kwanciphisa uxinzelelo lweendleko kwaye kwabuyisela ngokuthe chu imida yokucubungula, kwagcina izibonelelo zabavelisi ziphezulu. Kwi-MEG yamalahle, amaxabiso amalahle ashushu asekhaya ahlala ezinzile, kwaye ukubuyela kwakhona kwamaxabiso e-MEG kwangaphambili kuye kwanciphisa ilahleko kwiiyunithi ezisekelwe kumalahle, okubangela ukwanda kokuqalisa kwakhona kunye nokuvula ukuqina kwicala lobonelelo. Ubuthathaka benkxaso yeendleko kukwavule indawo engakumbi yokwehla kwamaxabiso e-MEG.

Imbono kunye neengcebiso zokuthengaXa sijonge phambili kwikota yesi-4, indlela yokwakha i-MEG inventory imiselwe ngokubanzi phakathi kokunyuka kokunikezelwa kunye nemfuno ethambileyo, nto leyo ebeka uxinzelelo oluphantsi kwiziko lexabiso. Kwixesha elifutshane, i-inventory ephantsi kakhulu iya kubonelela ngenkxaso ethile yamaxabiso achanekileyo, kwaye imakethi inokurhweba kuluhlu olune-bias ethambileyo. Kwixesha eliphakathi, njengoko ukuqokelelwa kwe-inventory kusiba nzulu, amaxabiso aya kuhlala ephantsi koxinzelelo.

Kubathengi be-B2B kunye nabathengi borhwebo, sicebisa ukuba kubekwe phambili ukuthengwa kwemfuno eqinileyo okwangoku kwaye kuqatshelwe ekwakheni ii-inventri ezinkulu. Kuyacetyiswa ukuba kujongwe ngokusondeleyo idatha ye-inventri yezibuko ngeveki kunye namazinga okusetyenziswa kwe-polyester, kwaye kuphinde kugcinwe kwakhona kwiibhetshi emva kokuba umkhwa we-inventri uqinisekisiwe ngokupheleleyo kwaye amaxabiso ehla aye kumanqanaba anomtsalane. Kwiikhontrakthi zexesha elide, iimodeli zamaxabiso ezidityaniswe nekamva zingasetyenziswa ukuthintela ngcono ukuguquguquka kwamaxabiso.