Styrenekev ua lag luam nyob rau hauv thawj ib nrab ntawm 2022 pom ib tug oscillating upward sib, tus nqi nruab nrab ntawm styrene ua lag luam nyob rau hauv Jiangsu yog 9,710.35 yuan / ton, nce 8.99% YoY thiab nce 9.24% YoY. Tus nqi qis tshaj nyob rau hauv thawj ib nrab ntawm lub xyoo tshwm sim thaum pib ntawm lub xyoo 8320 yuan / ton, tus nqi siab tshaj plaws tshwm sim nyob rau hauv thaum ntxov Lub rau hli ntuj 11470 yuan / ton, ib tug amplitude ntawm 37.86%. Hauv paus, cov khoom ntawm styrene nyob rau hauv thawj ib nrab ntawm 2022 tau qhia ib tug qauv ntawm thawj zaug nce thiab tom qab ntawd txo qis, kev thov tau pom ib tug maj mam nce nyob rau hauv tus qauv ntawm tag nrho cov khoom thiab kev thov qauv rau lub zog zuj zus.
Cov xwm txheej "Black Swan" tshwm sim ntau zaus hauv thawj ib nrab ntawm lub xyoo mus rau qhov siab tshiab ntawm ze li ob xyoos

Qhov laj thawj tseem ceeb ntawm kev nce nqi ntawm styrene nyob rau hauv thawj ib nrab ntawm lub xyoo los ntawm macro foundations yog tshwm sim los ntawm lub ntiaj teb no inflation, qhov chaw ntawm lub ntiajteb txawj nqus ntawm cov khoom tau nce, reflected nyob rau hauv styrene yog tus nqi them nyiaj yug los ntawm raw khoom sab (crude. roj), ntshiab benzene nyob rau hauv thawj ib nrab ntawm lub xyoo, lawv tus kheej cov peev txheej kuj nruj, txuas ntxiv mus; los ntawm cov txheej txheem styrene feem ntau yog nrog thawj ib nrab ntawm styrene domestic thiab txawv teb chaws ntau lawm units nyob rau hauv lub centralized txij nkawm lub sij hawm, thaum lub unplanned mov yuav txo tau ntau dua, tus nqi sib txawv ntawm domestic thiab txawv teb chaws kev lag luam ua rau styrene exports nce, tab sis kuj mus rau sau ib feem ntawm qhov tsis muaj zog hauv tsev xav tau ntawm tus nqi ntawm qhov cuam tshuam tsis zoo.

Los ntawm qhov kev xav ntawm thaj chaw sib txawv ntawm styrene, muaj cov chav tshiab tuaj txog hauv South Tuam Tshoj thiab Shandong xyoo 2022, tab sis nrog rau kev kaw tsis tau npaj tseg ntawm cov chav loj hauv cheeb tsam, cov khoom siv hauv cheeb tsam thiab cov qauv xav tau kuj hloov pauv hauv theem. Tuam Tshoj sab qab teb thiab Jiangsu lag luam los ntawm luv nqi mus rau ascending, thiab Shandong lag luam los ntawm qhov pom tseeb luv nqi mus rau Jiangsu kev lag luam mus rau kev sib kis maj mam nqaim.

Thawj ib nrab ntawm lub xyoo yog tus nqi "kidnapped" tus nqi siab ntawm styrene tus nqi txiav txim siab qhov siab

Styrene tsis-integrated cog cov nyiaj tau los nyob rau hauv thawj ib nrab ntawm 2022 ntawm -509 yuan / ton, nqis 226.30% los ntawm 403 yuan / tuj nyob rau tib lub sij hawm xyoo tas los; thawj ib nrab ntawm qhov pib poob-oriented, tsuas yog thawj ib nrab ntawm Lub Rau Hli cov nyiaj tau los luv luv ua qhov zoo.

2022 tom qab lub caij nplooj ntoos hlav Festival thoob ntiaj teb cov roj nqi nce mus txog, tsav tsheb ntshiab benzene muaj zog dua, ua ke nrog thawj ib nrab ntawm cov ntshiab benzene kev lag luam hauv paus nruj, ntshiab benzene cov lus nug txuas ntxiv poob, tus nqi kev ua tau zoo kuj ruaj khov, ntshiab benzene thiab styrene. kis tau maj mam nqaim, ib zaug nqaim mus rau qib tsib lossis rau pua, tab sis kuj ua rau cov neeg tsim khoom styrene pib poob rau hauv qhov poob siab tsis zoo / kaw, tab sis kuj yog thawj ib nrab ntawm cov khoom siv styrene tsis yog raws li kev xav tau kev loj hlob.

Kev loj hlob hauv tsev yog tsawg dua qhov kev xav tau txawv teb chaws tau nce siab tshaj qhov kev cia siab

Nyob rau hauv thawj ib nrab ntawm 2022, styrene yuav tsum tau muab tso rau hauv ntau lawm nyob rau hauv lub loj installation tau pib muab tso rau hauv ntau lawm, raws li lub Xya hli ntuj, Tuam Tshoj styrene tau muab tso rau hauv ntau lawm 2.88 lab tons.

Cov nroj tsuag styrene tshiab tau los ntawm cov kwj deg raws li tau npaj tseg, tab sis kev loj hlob ntawm cov khoom siv hauv tsev yog tsawg dua li qhov xav tau, feem ntau vim tias ntawm ib sab, qee cov nroj tsuag tau pib kaw rau lub sijhawm ntev tiv thaiv keeb kwm ntawm kev poob mus ntev hauv styrene; Ntawm qhov tod tes, muaj ntau qhov tsis tau npaj tseg ntawm cov nroj tsuag styrene hauv thawj ib nrab ntawm lub xyoo. Styrene ntshuam nyob rau hauv thawj ib nrab ntawm lub xyoo kuj poob mus rau qee qhov, nrog rau maj mam commissioning ntawm domestic installation, nrog styrene ntshuam nyob rau hauv Lub ib hlis ntuj-Tsib Hlis 2021 ntawm 730,400 tons thiab Lub Ib Hlis-Tsib Hlis 2022 ntawm 522,100 tons, nqis 28.51% xyoo-rau- xyoo.

Nyob rau hauv thawj ib nrab ntawm 2022, styrene domestic thov kev ua tau zoo yog tsis sov, los ntawm lub caij nplooj ntoos hlav Festival, kev ua lag luam pib tos ntsoov xav kom rov qab los, txog rau thaum Lub Xya Hli, qhov kev thov davhlau ya nyob twg tsis pom qhov nce ntxiv, tshwj xeeb tshaj yog nyob rau lub Peb Hlis-Plaub Hlis los ntawm lub zog majeure. , qhov kev rov qab los ntawm kev thov tau cuam tshuam, lossis thaum kawg ntawm lub davhlau ya nyob twg, cov khoom siv hauv tsev xav tau tsis muaj zog, kev xa mus rau cov khoom siv raw khoom txuas, yog cov nqi qis qis. nce mus, cov khoom tiav cov khoom lag luam tseem nce ntxiv Qhov laj thawj rau kev cuam tshuam ntawm kev thov rov qab yog qhov kawg qhov tsis muaj zog thov rau vaj tse thiab khoom siv hauv tsev. Raws li Zhuo Chuang cov ntaub ntawv ntsuam xyuas, thawj ib nrab ntawm 2022 styrene downstream noj hauv 6.597 lab tons, nce me me ntawm 2% ntawm tib lub sijhawm xyoo tas los, qis dua 3% piv rau lub quarter thib plaub ntawm xyoo tas los. Thawj ib nrab ntawm styrene xa tawm kev ua tau zoo txuas ntxiv ci, cov ntaub ntawv xa tawm tau ntaus cov ntaub ntawv siab, 2021 Tuam Tshoj tus styrene xa tawm hauv 234,900 tons, nce ntawm 770.00%. 2022 Lub Ib Hlis-Tsib Hlis xa tawm hauv 342,200 tons, nce ntawm 80.42%. Yog vim li cas rau kev loj hlob ntawm kev xa tawm yog nyob rau ntawm ib sab, ntau qhov kev npaj thiab tsis npaj kev saib xyuas ntawm cov khoom siv txawv teb chaws, cov khoom siv txo qis, muaj qhov sib txawv ntawm qhov xav tau; Ntawm qhov tod tes, nyob rau hauv ib puag ncig kev nce nqi, muaj qhov sib txawv ntawm tus nqi nce hauv tsev thiab txawv teb chaws, muaj qee qhov chaw arbitrage tshwm sim.

Qhov thib ob ib nrab ntawm cov khoom siv thiab cov qauv xav tau lossis los ntawm nruj mus rau xoob tus nqi yuav tsum siab ua ntej thiab tom qab qhov qis

Cov hauv paus ntsiab lus, styrene nyob rau lub quarter thib peb tsis muaj cov cuab yeej tshiab tso rau hauv kev ua haujlwm, lub quarter thib plaub muaj Guangdong Jieyang 800,000 tons / xyoo (Lub Kaum Hli-Kaum Ib Hlis), Lianyungang Petrochemical 600,000 tons / xyoo (Lub Kaum Hli), Zibo Junchen (yav tas los Qi Wanda) 500,000 tons / xyoo (ib nrab Lub Kaum Hli), Zhejiang Petrochemical 600,000 tons / xyoo (thib peb lub hlis twg), Anqing Petrochemical 400,000 tons / xyoo (thaum kawg ntawm lub xyoo) tag nrho ntawm 2.9 lab tons / xyoo ntaus ntawv tau teem sijhawm mus ua haujlwm. Nyob rau hauv lub quarter thib peb, tseem muaj Zhejiang Petrochemical 1.2 lab tons / xyoo cog nyob rau hauv lub yim hli ntuj npaj txij nkawm ntawm 40 hnub; Tuam Tshoj Plhaub II npaj yuav hloov cov catalyst thaum kawg ntawm Lub Xya Hli thiab Lub Yim Hli thaum ntxov, yog li nws xav tias cov khoom siv ntawm styrene nyob rau lub quarter thib peb yuav tsum nce ntxiv, tab sis maj mam. Lub downstream nyob rau hauv lub quarter thib peb muaj ib tug batch ntawm cov cuab yeej npaj yuav muab tso rau hauv lub lag luam, yog hais tias cov khoom yog du, rau styrene xav tau kev pab, tab sis tam sim no downstream kev lag luam profits yog poob, rau downstream ntawm lub tshiab ntaus ntawv yuav tsum tau. nqa qhov cuam tshuam ntawm lub sijhawm ntau lawm. Zuag qhia tag nrho, cov khoom siv thiab cov qauv xav tau ntawm styrene yuav tsum tig los ntawm nruj kom xoob.

Los ntawm tus nqi sab, kev ua lag luam rau cov nqi roj thoob ntiaj teb kuj sib txawv heev, cov roj lag luam tsis meej pem, ntxiv rau qhov tsis paub tseeb ntawm kev ua lag luam styrene nyob rau hauv ib nrab ntawm lub xyoo, yog qhov nruab nrab ntawm lub ntiajteb txawj nqus ntawm cov nqi roj hauv peb lub hlis twg. ua tsis tau tejyam poob, thiab lub quarter thib peb ntshiab benzene mov thiab kev thov yuav tsum nyob twj ywm nruj, ces lub lag luam styrene nyob rau hauv lub quarter thib peb tej zaum yuav tsis yog pessimistic, ib co kev lag luam koom nyob rau hauv lub thib ob ib nrab ntawm lub macroeconomic kev txhawj xeeb thiab pessimism txog kev lag luam vaj tse. Rau lub sijhawm tam sim no, kev ua lag luam yog tus cwj pwm luv luv. Nyob rau hauv lub quarter thib plaub, cov nqi roj thoob ntiaj teb muaj kev poob qis dua, thiab cov khoom siv benzene tshiab yuav tsum muaj kev ruaj khov, cov khoom siv ntxiv, kev txhawb nqa tsis muaj zog, ua ke nrog lub quarter thib plaub styrene kev lag luam xav tau yuav tsis muaj zog ntxiv yog xav tau, tus nqi. qhov nruab nrab ntawm lub ntiajteb txawj nqus los yog xav tias yuav poob ntxiv.

Tau qhov twg los: China Universe Information
* Tsis lees paub: Cov ntsiab lus muaj nyob rau hauv tsab xov xwm no yog los ntawm Is Taws Nem, WeChat pej xeem naj npawb thiab lwm cov kev tshaj tawm pej xeem, peb tuav tus cwj pwm tsis zoo rau cov kev xav hauv tsab xov xwm. Kab lus no tsuas yog siv rau kev siv thiab sib pauv xwb. Txoj cai ntawm cov ntawv sau rov ua dua yog tus thawj sau thiab lub koom haum, yog tias muaj kev ua txhaum cai, thov hu rau lub ntiaj teb cov neeg siv khoom siv tshuaj yooj yim kom tshem tawm.

Chemwin is a chemical raw material trading company in China, located in Shanghai Pudong New Area, with a network of ports, terminals, airports and railroad transportation, and with chemical and hazardous chemical warehouses in Shanghai, Guangzhou, Jiangyin, Dalian and Ningbo Zhoushan, China, storing more than 50,000 tons of chemical raw materials all year round, with sufficient supply, welcome to purchase and inquire. chemwin email: service@skychemwin.com whatsapp: 19117288062 Tel: +86 4008620777 +86 19117288062