Cov Kev Hloov Kho Tshiab Tshaj Plaws rau ABS thiab PS (Lub Kaum Hli)

Rau lub lim tiam xaus rau lub Kaum Hli 15, tus nqi ua haujlwm ntawm cov khoom siv ABS hauv tebchaws tau sawv ntawm kwv yees li 54.6%, poob ntau dua 1 feem pua ​​​​​​ntawm lub lim tiam. Ib nrab ntawm cov neeg tsim khoom ABS tau txo lawv cov khoom siv ua haujlwm. Tshwj xeeb, Yulong Petrochemical tus nqi ua haujlwm poob qis dua 20%. Hengli Petrochemical tau nyob hauv kev saib xyuas txij li lub Plaub Hlis. Rongsheng Petrochemical tau txo nws cov khoom siv ua haujlwm mus rau 35%. Ntau tus neeg tsim khoom loj uas feem ntau muaj peev xwm siab tsuas yog khiav ntawm 40-50% peev xwm. LG kuj tau txo cov zis ntawm nws ob lub Hoobkas hauv tebchaws thaum Lub Kaum Hli. Tsuas yog Liaoning Kingfa Technology tswj hwm tag nrho cov peev xwm tsim khoom.

Rau lub lim tiam xaus rau lub Kaum Hli 15, tus nqi ua haujlwm ntawm kev lag luam PS yog nyob ib ncig ntawm 35.5%, poob qis li ntawm 1.7 feem pua ​​​​​​ntawm lub lim tiam. Kev kaw cov nroj tsuag dav dav tau cuam tshuam rau kev lag luam PS. Ntau tus neeg tsim khoom suav nrog Xinpu Chemical thiab Anqing Xingda tau kaw lawv cov chaw tag nrho. Feem ntau cov chav ua haujlwm seem tseem khiav ntawm qhov hnyav tsawg, nrog rau tsis muaj cov nroj tsuag ua haujlwm puv nkaus. Thaum pib lub Cuaj Hli, tus nqi ua haujlwm PS tau mus txog 48%, cim qhov poob qis txhua hli.

Rau lub lim tiam xaus rau lub Kaum Hli 15, Tuam Tshoj cov neeg tsim khoom styrene tau sau tag nrho cov khoom tsim tawm ntawm 318,300 tonnes, ib lub lim tiam poob qis ntawm 4,900 tonnes lossis 1.52%. Txij li Lub Kaum Hli 12, 2026, cov khoom muag ntawm chaw nres nkoj styrene hauv Jiangsu sawv ntawm 39,600 tonnes, poob qis 7,700 tonnes los ntawm lub sijhawm dhau los. Txij li Lub Kaum Hli 14, qhov nruab nrab ntawm cov txiaj ntsig ntawm cov nroj tsuag styrene tsis koom ua ke tau los ntawm -431 RMB ib tonne; kev poob txhua lub lim tiam tau nqaim heev los ntawm 813 RMB ib tonne. Txhawb nqa los ntawm cov khoom muag ntawm chaw nres nkoj qis thiab kev muab khoom tsawg zuj zus, cov nqi styrene tau ua pov thawj tias muaj zog.

Hauv kev xaus lus, cov khoom muag tsawg thiab kev txo qis kev tsim khoom ua rau muaj kev poob qis yog lub hauv paus ntawm kev lag luam styrene. Nrog rau cov nqi ua haujlwm qis thoob plaws ABS thiab PS sectors, kev ywj pheej ntawm tus nqi ntawm cov qib siab tam sim no yuav tuav tau. Kev ua tau zoo ntawm kev lag luam nyob ntawm ob qho tseem ceeb: kev txhim kho geopolitical hauv Middle East, thiab kev rov qab muaj kev ntshaw los ntawm cov neeg siv khoom kawg xws li cov khoom siv hauv tsev thiab cov khoom ua si thaum kawg ntawm lub caij thov siab tshaj plaws "Golden September & Silver October". Kev txais tos zoo tuaj yeem qhib kev ua tau zoo ntawm kev lag luam rau lub sijhawm "Silver October".