I. Ib nrab-rau-Lub Kaum Hli Ntuj: Kev ua lag luam feem ntau nyob rau hauv ib qho kev poob qis
Concentrated Bearish Factors
PP yav tom ntej hloov pauv tsis muaj zog, tsis muaj kev txhawb nqa rau lub khw muag khoom. Upstream propylene ntsib kev xa khoom tsis zoo, nrog cov nqi hais tawm poob ntau dua li nce, ua rau cov nqi them tsis txaus rau cov tuam txhab hmoov.
Supply-Demand Imbalance
Tom qab hnub so, hmoov manufacturers 'kev khiav hauj lwm tus nqi rebounded, nce kev lag luam khoom. Txawm li cas los xij, cov lag luam downstream twb tau khaws cia me me ua ntej hnub so; Tom qab hnub so, lawv tsuas yog ntxiv cov khoom lag luam me me, ua rau muaj kev xav tau qis dua.
Nqe poob
Raws li ntawm 17th, tus nqi tseem ceeb ntawm PP hmoov hauv Shandong thiab North Tuam Tshoj yog RMB 6,500 - 6,600 ib tuj, ib hlis-rau-hli poob ntawm 2.96%. Tus nqi tseem ceeb nyob rau sab hnub tuaj Suav teb yog RMB 6,600 - 6,700 ib tuj, ib hlis-rau-hli poob ntawm 1.65%.
II. Qhov taw qhia tseem ceeb: PP Powder-Granule Nqe Tshaj Tawm Narrowed me ntsis tab sis tseem qis
Zuag qhia tag nrho
Ob qho PP hmoov thiab PP granules tau pom qhov kev poob qis, tab sis qhov kev poob qis ntawm PP hmoov tau dav dua, ua rau me ntsis rov qab los ntawm tus nqi sib kis ntawm ob.
Qhov teeb meem tseem ceeb
Raws li ntawm 17th, tus nqi nruab nrab ntawm ob qho tib si tsuas yog RMB 10 ib tuj. PP hmoov tseem ntsib qhov tsis zoo hauv kev xa khoom; downstream lag luam feem ntau xaiv granules es tsis txhob ntawm hmoov thaum muas cov ntaub ntawv raw, ua rau muaj kev txwv tsis pub rau kev txiav txim tshiab ntawm PP hmoov.
III. Kev Pabcuam Sab Nraud: Tus nqi khiav haujlwm rov qab los ntawm lub hli dhau los
Yog vim li cas rau kev hloov pauv hauv kev ua haujlwm
Thaum pib ntawm lub sijhawm, cov lag luam xws li Luqing Petrochemical thiab Shandong Kairi rov pib dua lossis nce PP hmoov ntau lawm, thiab Hami Hengyou pib sim ntau lawm. Nyob rau hauv nruab nrab ib feem, qee lub lag luam txo cov khoom thauj lossis kaw, tab sis cov tuam txhab suav nrog Ningxia Runfeng thiab Dongfang rov pib tsim khoom, offsetting qhov cuam tshuam ntawm kev txiav ntau lawm.
Cov ntaub ntawv kawg
Tag nrho cov kev khiav hauj lwm tus nqi ntawm PP hmoov nyob rau hauv nruab nrab-to-thaum Lub Kaum Hli yog li ntawm 35.38% mus rau 35.58%, nce ntawm kwv yees li 3 feem pua cov ntsiab lus piv nrog rau qhov kawg ntawm lub hli dhau los.
IV. Kev Ua Lag Luam Outlook: Tsis muaj cov tsav tsheb zoo nyob rau lub sijhawm luv, txuas ntxiv tsis muaj zog hloov pauv
Nqe Sab
Nyob rau hauv lub sij hawm luv luv, propylene tseem tab tom ntsib kev xa khoom loj heev thiab xav tias yuav txuas ntxiv hloov pauv tsis muaj zog, muab cov nqi them tsis txaus rau PP hmoov.
Muab Sab
Hami Hengyou yuav tsum pib ua ib txwm tsim thiab xa khoom sai, thiab Guangxi Hongyi tau pib tsim PP hmoov ntawm ob kab ntau lawm txij hnub no, yog li kev lag luam yuav tsum nce ntxiv.
Xav Tau Sab
Nyob rau hauv lub sij hawm luv luv, downstream xav tau tsuas yog nruj thov ntawm tus nqi qis, nrog me ntsis chav rau kev txhim kho. Kev sib tw nqi qis ntawm PP hmoov thiab granules yuav txuas ntxiv mus; Tsis tas li ntawd, kev saib xyuas yuav tsum tau them nyiaj rau kev tsav tsheb ntawm "Ob chav 11" nce qib ntawm cov khoom siv yas weaving khoom xa tuaj.
Post lub sij hawm: Oct-20-2025