Tom qab hnub so National los ntawm kev cuam tshuam ntawm cov hnub caiv cov roj crude surge, acetone tus nqi lag luam kev xav zoo, qhib nruam rub hom. Raws li Kev Tshawb Fawb Kev Tshawb Fawb Kev Tshawb Fawb pom tau hais tias thaum Lub Kaum Hli 7 (piv txwv li ua ntej hnub so nqi) kev lag luam acetone hauv tsev nruab nrab muab 5750 yuan / ton, Lub Kaum Hli 10 txhua hnub muab 6325 yuan / ton, 10% dhia. Ntawm lawv, East Tuam Tshoj kev lag luam muaj txog 6100-6150 yuan / ton, South Tuam Tshoj muab rau 6200 yuan / tuj, North China thiab Shandong cheeb tsam ib puag ncig muab rau 6400-6450 yuan / ton.

Cov roj Crude yav tom ntej tau nce siab heev thaum hnub so, acetone ua ib yam khoom tseem ceeb ntawm petrochemicals, roj crude tau nce sharply los ntawm macro sab ntawm nws cov kev cuam tshuam. Cov roj Crude yav tom ntej tau qhib tom qab hnub so US WTI lub ntsiab lus cog lus cog lus tus nqi ntawm $ 92.64 / chim, National Day thaum lub sij hawm nce ntawm 16.5%. Daim ntawv cog lus tseem ceeb ntawm Brent roj av yav tom ntej tau txiav txim siab ntawm $ 97.92 / chim, nce 15% thaum Lub Tebchaws Hnub. Qhov laj thawj tseem ceeb yog vim li cas Lub Koom Haum ntawm Lub Tebchaws Exporting Petroleum thiab nws cov phoojywg (OPEC +) txo qis kev tsim khoom, nrog rau kev nce ntxiv ntawm thaj chaw tsis sib haum xeeb thiab lwm yam nruj ntawm cov khoom siv roj yuav tsum tau ua kom sov. 6400 yuan / tuj, Hoobkas nqi dua, phenol ketone lag luam profits siab dua.

Tsis ntev los no acetone kev lag luam ncig cov chaw tseem nruj. Thaum Lub Kaum Ob Hlis Ntuj, kev tuaj txog ntawm cov khoom siv txawv teb chaws tau qeeb, cov khoom muag ntawm cov chaw nres nkoj tau poob rau 20,000 tons, kev lag luam kev lag luam ntawm cov khoom siv ib zaug ntxiv rau hauv qhov xwm txheej ceev, thiab cov khoom siv yog concentrated nyob rau hauv ob peb lub lag luam, tus cwj pwm zoo ntawm cov tswv lag luam, ua ke nrog kev nce mus ntxiv ntawm cov nqi acetone ua ntej hnub so, ib feem ntawm cov nqes qis vim qhov cuam tshuam ntawm tus nqi ntau dua tsuas yog xav tau Tshuag, tom qab hnub so yuav tsum tau yuav dua, acetone tus nqi tau nce siab dua.

Tom qab kev ua koob tsheej, cov dej ntshiab benzene nqi nce mus rau kev txhawb nqa muaj zog acetone. Thawj hnub tom qab hnub so roj crude upward cuam tshuam ntawm ntshiab benzene nqi, 10 East Tuam Tshoj mainstream pauv nqi nyob rau hauv 8250-8280 yuan / ton, Shandong nyob rau hauv 8300-8350 yuan / ton, nruam upward tom qab ib tug xov tooj ntawm cov tub luam profit noj, acetone nqi qeeb. Tam sim no Shandong tseem ruaj khov, cov khoom lag luam hauv av tau txwv tsis pub, kev yuav khoom hauv qab tseem zoo dua.

Downstream bisphenol A kev ua lag luam tag nrho nqaim hloov pauv, txawm hais tias kev sib tham tau poob qis, tab sis tag nrho tseem muaj kev ua haujlwm siab, kev lag luam kev sib tham hauv 15400-15600 yuan / ton. Ua ntej lub hnub so tsis tu ncua siab downstream nqi siab, thov shrinkage, bisphenol A downstream epoxy resin thiab PC raws li ib tug tag nrho kuj tau poob rau nws bearish nce, thawj auction tom qab lub hnub caiv poob ho, tam sim no buyers thiab muag khoom lub hlwb yog ntau torn, bisphenol. Kev hloov kho luv luv yog qhov tseem ceeb.

Nrog rau qhov chaw nres nkoj rov ua dua ib zaug, thiab lub davhlau ya nyob twg tsuas yog yuav tsum tau rov ua dua lub sijhawm kom qeeb ntawm kev yuav khoom ntawm cov khoom siv raw khoom, los ntawm kev ua lag luam thaum tav su ntawm 10th, East Tuam Tshoj acetone tus nqi sib tham tau loosened, cov tub luam nce lub hom phiaj rau nkoj, tab sis lwm qhov chaw tseem ceeb, kev lag luam kev lag luam tsis txaus, kev lag luam yog dav dav. Cov nqi acetone hauv tsev tau xav tias yuav hloov pauv qhov nqaim, tsom mus rau qhov xwm txheej tiag tiag hauv thaj teb.