Hauv thawj peb lub hlis twg, MIBK kev ua lag luam txuas ntxiv poob tom qab nce sai.Tus nqi ntawm lub nkoj xa tawm tau nce los ntawm 14,766 yuan / tuj rau 21,000 yuan / ton, qhov txaus ntshai tshaj plaws 42% hauv thawj peb lub hlis twg.Raws li lub Plaub Hlis 5, nws tau poob rau RMB 15,400 / tuj, nqis 17.1% YoY.Qhov laj thawj tseem ceeb rau kev lag luam sib txawv hauv thawj peb lub hlis twg yog qhov txo qis hauv kev tsim khoom hauv tsev thiab qhov hnyav speculative.Kev hloov pauv sai ntawm cov khoom lag luam ntshuam thiab kev ua haujlwm ntawm cov cuab yeej tshiab tau yooj yim rau qhov kev cia siab nruj ntawm cov khoom siv sab nraud, thiab kev thov txuas ntxiv mus qeeb nrog kev lees txais cov khoom siv siab nqi siab.Nyob rau lub quarter thib ob, MIBK kev ua lag luam zoo li yuav nkag mus rau lub sijhawm hloov pauv tsis muaj zog.

Kev thov qis rau cov khoom siv raw khoom yog txwv, lub ntsiab hauv qab cov tshuaj tiv thaiv antioxidants tuaj yeem muaj cov phiaj xwm kaw.Kev rov pib ua haujlwm qeeb qeeb, cov khoom siv tsis tshua muaj MIBK, txwv tsis pub lees txais cov nqi siab MIBK los ntawm kev lag luam hauv lub davhlau ya nyob twg hauv kev poob siab, thiab kev kub siab rau cov tub lag luam rau nkoj.Nrog rau qhov kev cia siab nyuaj los txhim kho, qhov kev txiav txim tiag tiag ntawm qhov chaw txuas ntxiv poob thiab feem ntau cov deals tsuas yog yuav tsum tau ua raws li.Hauv lub quarter thib ob, qhov kev thov kawg tseem nyuaj los txhim kho, 4020 kev lag luam antioxidant tej zaum yuav muaj cov phiaj xwm kaw.Nrog rau lub sij hawm ntev poob hauv MIBK, qhov chaw poob qis yog nqaim, thiab kuj tseem yuav muaj cov khoom lag luam tsim nyog ua lag luam cyclical retracement.Qhov chaw lag luam tawm tswv yim tuaj yeem siv nrog kev pab ntawm kev lag luam kev lag luam kev lag luam kev lag luam tsom xam qhov system, nyob rau hauv cov khoom lag luam cov tswv yim yuav yog tus nqi ntawm lub voj voog mus rau qib siab, nruab nrab, nruab nrab thiab qis tsib, thiab raws li tus nqi tam sim no mus rau coj cov khoom muag trading zoo.

Ntshuam ntim tau zoo ntxiv thiab MIBK poob txhua txoj hauv kev thaum Lub Ob Hlis-Lub Peb Hlis.Txij li thaum kaw Zhenjiang Li Changrong 50,000 tons / xyoo MIBK qhov chaw nyob rau lub Kaum Ob Hlis 25, 2022, qhov poob txhua hli yog 0.45 lab tons.Qhov kev tshwm sim no tau muaj kev cuam tshuam loj rau MIBK kev ua lag luam, tsis yog tsawg kawg vim yog qhov hype.Kev tsim khoom hauv tsev hauv thawj peb lub hlis twg yog kwv yees li 20,000 tons, nqis 26% xyoo-rau-xyoo.Raws li tau pom hauv daim duab saum toj no, MIBK ntau lawm poob qis hauv thawj peb lub hlis twg.Txawm li cas los xij, Ningbo Juhua, Zhangjiagang Kailing thiab lwm yam khoom siv nrog tag nrho cov peev txheej ntawm 30,000 tons muab tso rau hauv kev tsim khoom tau rov ua dua, thiab tus nqi ntawm cov khoom siv tuaj txawv teb chaws tau nrawm dua.Nws tau nkag siab tias qhov ntim ntawm MIBK tau nce 125% hauv Lub Ib Hlis, thiab tag nrho cov khoom ntim ntawm 5,460 tons hauv Lub Ob Hlis, nce 123% YoY.Kev cuam tshuam los ntawm cov khoom siv hauv tsev nruj, cov nqi tau nce siab, thawj peb lub hlis twg kev xa khoom tuaj yeem loj hlob, nrog rau kev cuam tshuam loj rau cov khoom siv hauv tsev.Nyob rau hauv lub quarter thib ob, kev sib raug zoo cov khoom lag luam tau txaus thiab cov khoom muag tseem xoob.

Thawj peb lub hlis twg MIBK kev ua lag luam tau nce thiab poob qis, thiab thaum kawg vim qhov kev thov txias ntawm cov nqi lag luam maj mam rov qab mus rau qhov chaw muaj txiaj ntsig, lub Plaub Hlis cov khoom siv hauv tsev hloov pauv tau txwv, tab sis kuj tseem yuav muaj kev saib xyuas luv luv, cov khoom lag luam tam sim no txaus, kev xa khoom tuaj. tej zaum yuav muaj qee qhov poob qis, tag nrho cov khoom poob qis me ntsis.Nyob rau lub Plaub Hlis, kev thov kev ntseeg siab yog qhov tsis txaus, tus nqi tseem ceeb tiv thaiv tus nqi siab ntawm cov khoom siv raw, cov neeg tuav kuj tau hloov lawv lub siab, cov txiaj ntsig thiab kev xa khoom tau nce ntxiv.Tab sis feem ntau, cov khoom lag luam hauv qab yog me me, txhawm rau tswj cov kev xav tau ntau lawm, tej zaum yuav muaj cov khoom ntxiv tom qab, lub quarter thib ob, nrog tus nqi poob qis los yog tus cwj pwm hauv qab, qhov kev thov thib ob yog qhov nyuaj rau kev txhim kho, tus neeg sawv cev tiv thaiv kev laus lossis Kev kaw yuav tsum tau kaw, kev thov tsis zoo, xav tias yuav nyob rau lub Plaub Hlis MIBK maj mam txo qis tom qab nkag mus rau lub sijhawm hloov pauv tsis muaj zog.