1,Kev Ua Lag Luam Txheej Txheem thiab Cov Txheej Txheem
Txij li thaum nruab nrab Lub Xya Hli, kev lag luam xylene hauv tsev tau hloov pauv tseem ceeb. Nrog rau qhov tsis muaj zog poob qis hauv cov nqi raw khoom, yav tas los kaw cov chav tsev refinery tau muab tso rau hauv kev tsim khoom, thaum cov kev xav tau ntawm kev lag luam downstream tsis tau zoo sib xws, ua rau cov khoom tsis muaj zog thiab kev xav tau hauv paus. Cov qauv no tau ua ncaj qha rau kev poob qis ntawm kev lag luam xylene hauv ntau thaj tsam ntawm Tuam Tshoj. Tus nqi davhlau ya nyob twg nyob rau sab hnub tuaj Tuam Tshoj tau poob rau 7350-7450 yuan / ton, ib tug txo ntawm 5.37% piv rau tib lub sij hawm lub hli tas los; Lub khw Shandong tseem tsis tau tseg, nrog tus nqi ntawm 7460-7500 yuan / tuj, poob ntawm 3.86%.
2,Kev soj ntsuam kev lag luam hauv cheeb tsam
1. East China cheeb tsam:
Nkag mus rau lub Yim Hli, kev poob qis hauv cov nqi roj thoob ntiaj teb tau ua rau muaj qhov tsis muaj zog ntawm cov khoom siv raw, thaum cov kev lag luam hauv qab dej xws li cov kuab tshuaj yog nyob rau hauv ib txwm off-season nrog kev thov tsis muaj zog. Tsis tas li ntawd, qhov kev xav tau nce ntxiv hauv xylene ntshuam kuj tseem ua rau muaj kev lag luam ntau ntxiv. Cov neeg tuav khoom feem ntau tuav tus cwj pwm tsis zoo rau kev ua lag luam yav tom ntej, thiab cov nqi ntawm qhov chaw nres nkoj txuas ntxiv poob, txawm tias poob qis dua cov nqi lag luam hauv Shandong ntawm ib qho.
2. Shandong cheeb tsam:
Tus nqi nce sai nyob rau theem pib ntawm thaj av Shandong tau ua rau nws nyuaj rau cov neeg siv khoom hauv qab kom lees txais cov khoom muaj nqi siab, uas ua rau muaj kev txaus siab txaus los ntxiv. Txawm hais tias qee lub tuam txhab tau txais kev txo nqi thiab cov tswv yim txhawb nqa, tseem tsis tau muaj kev txhawb nqa tseem ceeb hauv cov roj av qis qis, thiab kev lag luam xav tau tseem yog cov kev xav tau tseem ceeb. Raws li lub Yim Hli 6th, tag nrho cov khoom xa tuaj ntim ntawm cov tuam txhab tsis ntev los no koom tes ua lag luam hauv Shandong refining tsuas yog 3500 tons, thiab cov nqi lag luam tseem nyob ntawm 7450-7460 yuan / ton.
3.South thiab North Tuam Tshoj cheeb tsam:
Kev ua lag luam kev ua lag luam hauv ob cheeb tsam no yog qhov ruaj khov, nrog rau cov khoom muag feem ntau muag los ntawm kev sib cog lus, ua rau muaj cov khoom muag nruj. Kev lag luam kev lag luam hloov pauv nrog cov npe ntawm cov khoom lag luam, nrog cov nqi hauv South Tuam Tshoj kev lag luam xws li 7500-7600 yuan / tuj thiab North Tuam Tshoj ua lag luam li ntawm 7250-7500 yuan / tuj.
3,Kev cia siab yav tom ntej
1.Supply side analysis:
Tom qab nkag mus rau lub Yim Hli, kev saib xyuas thiab rov pib dua ntawm cov nroj tsuag xylene sib koom ua ke. Txawm hais tias qee qhov chaw refinery tau teem sijhawm rau kev saib xyuas, cov chav tsev uas tau kaw ua ntej yuav tsum tau maj mam muab tso rau hauv kev tsim khoom, thiab muaj kev cia siab tias yuav nce ntxiv. Zuag qhia tag nrho, lub peev xwm rov pib dua yog ntau dua li kev saib xyuas lub peev xwm, thiab cov khoom siv sab nraud tuaj yeem pom qhov sib ntxiv.
2.Demand side analysis:
Cov roj sib xyaw ua ke hauv qab tswj hwm qhov kev thov rau kev yuav khoom tseem ceeb thiab xa ntau qhov kev txiav txim uas twb muaj lawm, thaum tag nrho cov kev poob qis ntawm PX txuas ntxiv mus. PX-MX tus nqi sib txawv tsis tau mus txog qib tau txais txiaj ntsig, ua rau qhov kev thov tseem ceeb rau kev rho tawm xylene sab nraud. Kev txhawb nqa rau xylene ntawm qhov kev thov sab yog kom meej meej tsis txaus.
3.Comprehensive tsom xam:
Raws li kev taw qhia ntawm cov khoom tsis muaj zog thiab kev xav tau, kev txhawb nqa rau cov khoom siv raw sab xylene kev lag luam yog txwv. Tam sim no tsis muaj qhov tseem ceeb zoo txhawb kev lag luam ntawm cov xov xwm pem hauv ntej. Yog li ntawd, nws xav tias kev lag luam xylene hauv tsev yuav tswj tau qhov tsis muaj zog nyob rau theem tom ntej, nrog cov nqi yooj yim poob tab sis nyuaj rau nce. Kev kwv yees ua ntej qhia tau hais tias cov nqi nyob rau sab hnub tuaj Tuam Tshoj ua lag luam yuav hloov pauv ntawm 7280-7520 yuan / ton hauv lub Yim Hli, thaum cov nqi hauv khw Shandong yuav nyob nruab nrab ntawm 7350-7600 yuan / ton.
Post lub sij hawm: Aug-07-2024