Kuyambira theka lachiwiri la chaka chatha, chokhudzidwa ndi zinthu monga kuchepetsa mphamvu ndi maubwenzi olimba a mayiko, mtengo wa zipangizo wakwera kwambiri.Pambuyo pa chaka chatsopano cha China, "kuwonjezeka kwamitengo" kunakweranso, ndi kuwonjezeka kwa 50% ... kuchokera kumtunda "kuwonjezeka kwa mitengo" Kuthamanga kwa "mafunde" kumafalikira ku mafakitale akumunsi ndipo kumakhala ndi zotsatira zosiyana.Mawu azinthu zopangira zinthu monga thonje, ulusi wa thonje, ndi ulusi wa poliyesita m'makampani opanga nsalu akwera kwambiri.Mitengo ili ngati kuti ili pa makwerero oima.Gulu lonse lazamalonda la nsalu lili ndi zidziwitso zokweza mitengo.Timakhulupirira kuti kukwera kwa mitengo ya thonje, ulusi wa thonje, ulusi wa poliyesitala, ndi zina zotero kuyenera kugawidwa ndi mafakitale a nsalu, makampani opanga zovala (kapena makampani amalonda akunja), ogula (kuphatikiza makampani akunja, ogulitsa) ndi ena. maphwando.Kukwera kwakukulu kwamitengo mu ulalo wina kokha sikungathe kuthetsedwa, ndipo onse omwe ali mu terminal akuyenera kubweza.Malinga ndi kusanthula kwa anthu ambiri kumtunda, pakati ndi m'munsi mwa unyolo wamakampani, kukwera kwamitengo yazinthu zosiyanasiyana zopangira kuzungulira uku kwakwera mwachangu ndipo kwatha kwa nthawi yayitali.Zida zina zopangira zomwe zawuka mwachiwawa zimakhalanso "zotengera nthawi", zomwe zimafikira pafupipafupi pakusintha kwamitengo m'mawa ndi madzulo..Zimanenedweratu kuti kukwera kwamitengo kwazinthu zosiyanasiyana ndikokwera mwadongosolo kwamitengo yamakampani, limodzi ndi kusakwanira kwazinthu zopangira kumtunda ndi mitengo yayikulu, yomwe ingapitirire kwakanthawi.

Spandexmitengo idakwera pafupifupi 80%

Pambuyo pa tchuthi lalitali la Chikondwerero cha Spring, mtengo wa spandex unapitirira kukwera.Malinga ndi zowunikira zaposachedwa kwambiri, mtengo waposachedwa wa 55,000 yuan/ton mpaka 57,000 yuan/tani pa February 22, mtengo wa spandex unakwera pafupifupi 30% pamwezi, komanso poyerekeza ndi mtengo wotsika mu Ogasiti 2020, mtengo wa spandex yakwera Pafupifupi 80%.Malinga ndi kusanthula kwa akatswiri oyenerera, mtengo wa spandex unayamba kukwera mu August chaka chatha, makamaka chifukwa cha kuwonjezeka kwakukulu kwa kutsika kwa mtsinje, ndi kuchepa kwa mabizinesi opangira zinthu zambiri, ndi kupereka mankhwala kunali mwachidule. kupereka.Kuphatikiza apo, mtengo wa PTMEG, zopangira zopangira spandex, wakweranso kwambiri pambuyo pa Chikondwerero cha Spring.Mtengo wapano pa tani wapitilira 26,000 yuan, zomwe zalimbikitsa kukwezedwa kwamitengo ya spandex kumlingo wina.Spandex ndi ulusi wotanuka kwambiri wokhala ndi kutalika kwambiri komanso kukana kutopa.Amagwiritsidwa ntchito kwambiri muzovala ndi zovala.Mu theka lachiwiri la chaka, zida zambiri zakunja zakunja zidasamutsidwira ku China, zomwe zidalimbikitsa kwambiri msika wapakhomo wa spandex.Kufuna kwakukulu kwachititsa kuti mtengo wa spandex ukwere kuzungulira uku.

Pakadali pano, mabizinesi a spandex ayamba ntchito yomanga pansi pa katundu wambiri, koma kupezeka kwakanthawi kochepa kwazinthu za spandex kumakhala kovuta kuchepetsa.Ena mwa Makampani otsogola aku China a spandex onse akukonzekera kupanga zida zatsopano, koma zida zatsopanozi sizingayambike kwakanthawi kochepa.Ntchito yomanga idzayamba kumapeto kwa chaka cha 2021. Akatswiri adanena kuti kuwonjezera pa chiyanjano cha zopereka ndi zofunikira, kuwonjezeka kwa mtengo wa zipangizo zopangira kukwera kwapamwamba kwalimbikitsa kuwonjezeka kwa mtengo wa spandex pamlingo wina.Zopangira mwachindunji za spandex ndi PTMEG.Mtengo wakwera pafupifupi 20% kuyambira February.Zotsatsa zaposachedwa zafika 26,000 yuan/ton.Izi ndizomwe zimachitika chifukwa chakukwera kwamitengo ya BDO kumtunda.Pa February 23, zopereka zaposachedwa za BDO zinali 26,000 yuan./Ton, chiwonjezeko cha 10.64% kuposa tsiku lapitalo.Kukhudzidwa ndi izi, mitengo ya PTMEG ndi spandex singayimitsidwe.

Thonjewasintha mpaka +20.27% sabata.

Pofika pa 25 February, mtengo wapakhomo wa 3218B unali 16,558 yuan/ton, kuwonjezeka kwa 446 yuan m'masiku asanu okha.Kukwera kwamitengo kwaposachedwa ndichifukwa chakusintha kwanyengo yamsika waukulu.Mliri ku United States utayamba kulamuliridwa, zolimbikitsa zachuma zikuyembekezeka kukweranso, mtengo wa thonje waku US wakwera, ndipo kuchuluka kwa mitsinje kwakwera.Chifukwa cha lipoti labwino la kagawidwe ka thonje mu February, kugulitsa thonje ku US kunakhalabe kwamphamvu ndipo kufunika kwa thonje padziko lonse kunayambiranso, mitengo ya thonje ku US idapitilira kukwera.Kumbali inayi, mabizinesi opangira nsalu adayamba kugwira ntchito koyambirira kwa chaka chino komanso kubwerezanso kwina pambuyo pa Chikondwerero cha Spring chachulukitsa kufunikira kwa maoda.Nthawi yomweyo, mitengo yazinthu zambiri zopangira nsalu monga polyester staple fiber, nayiloni ndi spandex pamsika wapanyumba yakwera, zomwe zathandizira kukwera kwamitengo ya thonje.Padziko lonse lapansi, kupanga thonje ku US mu 2020/21 kuchepetsedwa kwambiri.Malinga ndi lipoti laposachedwa la USDA, kupanga thonje ku US chaka chino kudatsika ndi pafupifupi matani 1.08 miliyoni poyerekeza ndi chaka chatha kufika matani 3.256 miliyoni.USDA Outlook Forum idachulukitsa kwambiri thonje padziko lonse lapansi komanso kupanga kwathunthu mu 2021/22, komanso idachepetsanso kwambiri thonje padziko lonse lapansi.Mwa iwo, kufunikira kwa thonje m'maiko akuluakulu a nsalu monga China ndi India kudakwezedwanso.Dipatimenti ya zaulimi ku United States itulutsa malo obzala thonje pa Marichi 31. Ntchito yobzala thonje ku Brazil yatsala pang'ono kutha, ndipo zoneneratu za kubzala thonje zikuchepa.Kupanga thonje ku India kukuyembekezeka kukhala mabale 28.5 miliyoni, kutsika kwapachaka kwa mabale 500,000, China kupanga mabale 27.5 miliyoni, kutsika kwapachaka kwa 1.5 miliyoni, ku Pakistan kupanga mabale 5.8 miliyoni, kuwonjezeka 1.3 miliyoni, ndipo Kumadzulo kwa Afirika kupanga mabele 5.3 miliyoni, kuwonjezereka kwa mabele 500,000..

Pazamtsogolo, tsogolo la thonje la ICE lidakwera kwambiri pazaka zopitilira ziwiri ndi theka.Zinthu monga kupitilizabe kuwongolera kufunikira, mpikisano wamunda wambewu ndi thonje, komanso chiyembekezo pamsika wakunja zidapitilira kuyambitsa malingaliro.Pa February 25, mgwirizano waukulu wa Zheng Mian 2105 unadutsa 17,000 yuan/ton.Msika wa thonje wapakhomo uli mu gawo la kuchira kwapang'onopang'ono, ndipo chidwi chakumunsi cholandira zotsatsa sichili chokwera.Chifukwa chachikulu ndi chakuti mtengo woperekedwa wa zinthu za thonje wakwera kwambiri ndipo makampani a ulusi pawokha ali ndi malo osungiramo tchuthi chisanachitike.Zikuyembekezeka kuti zochitika zamsika zidzabwerera pang'onopang'ono pambuyo pa Chikondwerero cha Lantern.Kuyambira pakati pa mwezi wa February, ulusi wa thonje ku Jiangsu, Henan, ndi Shandong wawonjezeka kufika pa 500-1000 yuan/ton, ndipo ulusi wa thonje wa 50S ndi pamwamba wakwera pa 1000-1300 yuan/ton.Pakadali pano, mafakitale opanga nsalu za thonje, Kuyambiranso kwa mabizinesi ansalu ndi zovala zabwerera ku 80-90%, ndipo mphero zingapo zaulusi zayamba kufunsa ndikugula zinthu zopangira monga thonje ndi polyester staple fiber.Ndikufika kwa malamulo a malonda apakhomo ndi akunja kuyambira March mpaka April, palinso mapangano omwe akuyenera kufulumira tchuthi chisanafike.Mothandizidwa ndi msika wakunja ndi zoyambira, ICE ndi Zheng Mian zidamveka.Makampani opanga nsalu zoluka ndi nsalu ndi mafakitale opanga zovala akuyembekezeka kugula kuyambira kumapeto kwa February mpaka koyambirira kwa Marichi.Mawu a ulusi wa thonje ndi ulusi wa thonje wa polyester akwera kwambiri.Kuthamanga kwa kukwera kwa mtengo kuyenera kufulumizitsa ku ma terminals otsika.

Akatswiri a zamalonda amakhulupirira kuti mitengo ya thonje yapakhomo yakhala ikukwera ponseponse pokhudzana ndi zabwino zambiri.Pamene nyengo yochuluka yamakampani opanga nsalu zapakhomo ikubwera, msika nthawi zambiri umakhala ndi chiyembekezo chamsika, koma ndikofunikiranso kusamala ndi kukhudzidwa kwa korona watsopano komanso kukakamizidwa komwe kumabwera chifukwa cha chidwi cha msika kuthamangitsa kukwera. .

Mtengo wapoliyesitalaulusi ukuuluka

Patangotha ​​masiku ochepa kutsegulidwa kwa tchuthi, mtengo wa polyester filaments wakwera kwambiri.Chifukwa cha zovuta za mliri watsopano wa chibayo, kuyambira February 2020, mtengo wa polyester filament unayamba kutsika, ndipo unagwera pansi pa April 20. mtengo wotsika kwambiri m'mbiri kwa nthawi yayitali.Kuyambira theka lachiwiri la 2020, chifukwa cha "inflation", mitengo ya zinthu zosiyanasiyana pamsika wa nsalu yayamba kukwera.Ulusi wa poliyesitala wakwera ndi yuan/tani yoposa 1,000, ulusi wa viscose wakwera ndi 1,000 yuan/ton, ndipo ulusi wa acrylic wakwera.400 yuan/tani.Malinga ndi ziwerengero zosakwanira, kuyambira mwezi wa February, chifukwa cha kukwera kosalekeza kwa mitengo yamtengo wapatali, pafupifupi makampani zana limodzi adalengeza zakukwera kwamitengo, kuphatikizirapo zinthu zambiri zamitundu yamankhwala monga viscose, ulusi wa poliyesitala, spandex, nayiloni, ndi utoto.Pofika pa February 20 chaka chino, ulusi wa polyester filament wabwereranso kufupi ndi malo otsika a 2019. Ngati kubwereza kupitilirabe, kudzafika pamtengo wamba wa ulusi wa polyester m'zaka zapitazo.

Potengera mawu apano a PTA ndi MEG, zida zazikulu zopangira ulusi wa poliyesitala, potengera kuti mitengo yamafuta padziko lonse lapansi imabwerera ku madola 60 aku US, pali mwayi woti mawu amtsogolo a PTA ndi MEG adakalipo.Zitha kuweruzidwa kuchokera ku izi kuti mtengo wa silika wa polyester udakali ndi mwayi wokwera.