Kunyangwe hafu yechipiri ya2022, magetsi emakemikari akapinda muzvimedu zvekutaurisa mumushumo wekupedzisira akaramba achiratidza kuti zvinhu zvesimba uye zvimwe zvigadzirwa hazvina kuchinja, zvichazounza zvinopenya gore rinouya.
Musi weChipiri, jeff currie, mukuru weGoldman Sachsity Research Muna 2023 kumashure kwe20% pamwe nekudzoka gore rino.
(S & P Kospi yakazara Commdities Index, Source: Investing)
GChivako chekare chinotarisira kuti musika mune yekutanga chikamu che2023 inogona kunge iine mabumps mumamiriro ehupfumi anononoka, asi kuwanikwa kwemafuta uye gasi rechisikigo richaenderera mberi vachimuka.
Pamusoro peiyo mutengesi institution yekutsvaga, capital iri kushandisawo goridhe chairo uye sirivheri kuratidza kwayo refu -term tarisiro pamusoro pezvinhu zvekugadzira. Sekureva kwedata
Goldman Sachs akagumisa kuti pasina mari yakakwana yekugadzira zvakapfuma zvekugadzira, zvigadzirwa zvicharamba zvichidonha mumamiriro ezvinhu enguva yakareba, uye mutengo ucharamba uchikwira nekuchinja zvakanyanya.
Panyaya yeiyo tarisiro, Goldman Sachts anotarisira mafuta asina kuchena, parizvino achifamba-famba achitenderera madhora makumi masere pamubhedha, kumuka kusvika kumadhora zana nemakumi mashanu kusvika pakupera kwa2023; Uye iyo yeAsia yakasikwa gasi bhenji mutengo unogona zvakare kumuka kubva pamadhora makumi matatu nemashanu kusvika pamadhora makumi mashanu nemashanu.
Munguva pfupi iri kuuya, pane zviratidzo zvekupora mumusika unokwanisa, uye makemikari akawedzera kumusoro.
Musi waDecember 16, pakati pezvigadzirwa 110 zvinotarisisa zveZhuopauang Ruzivo, 55 zvigadzirwa zvakawedzera mune ino kutenderera, accounting ye50,00%; Zvigadzirwa 26 zvakabikwa zvakatsiga, accounting 23,64%; 29 Zvigadzirwa zvakawa, accounting 26.36%.
Kubva pamaonero ezvigadzirwa zvakananga, PBT, polyester kudzima, uye Benypenydronic yakapora.
PBT
Munguva pfupi yapfuura, mitemo yemusika yemusika yakamuka, uye purofiti yakawedzera. Kubva Zvita, indasitiri yekutanga yakatungamira yakaderera kune vagadziri vegwenzi takasungirirwa purofiti yakatendeuka.
PBT pure resin mutengo Trend Chart muEast China
Poy
Mushure me "vapfumbamwe vapfumbamwe vapfumbamwe sirivha gumi", kudiwa kwePolyester filyments kwakaomeswa zvakanyanya. Vagadziri vakaramba vachikurudzira purofiti, uye kutarisisa kwekutengeserana kunoenderera mberi kufamba pasi. Pakupera kwaNovember, iyo inotarisisa yePoy1 transaction transaction yaive 6,700 yuan / ton. MunaDecember, sekuda kwaTerminal kwakapora zvishoma nezvishoma, uye muenzaniso mukuru wePolyester zvakakura pakubuda kwemari, vagadziri vaitengesa pamitengo yakaderera, uye mushumo wakakwidzwa imwe neimwe. Vashandisi vepamberi vakanyanya kunetsekana kuti mutengo wekuviza munguva pfupi yakawedzerwa. Mamiriro ekunze emusika wePolyters wePolyter akaramba achikwira. Pakazosvika pakati -Dedecerember, iyo poy1 logd mutengo yaive 7075 yuan / ton, kuwedzera kwe5,6% kubva kumwedzi wapfuura.
PA
Musika weDombo reBenesticrhyDR Kubva pinda vhiki ino, kukanganiswa neiyo rebound yeiyo benypenichr musika, iyo purofiti yeiyo imba yeBenesticPydrate indasitiri yakagadziridzwa. Pakati pavo, purofiti yakanyanya yekuvakidzana yeBenypyDrate sampulio kugadzirwa ndeye 132 Yuan / ton, kuwedzera kwe568 Yuan / ton kubva munaDecember 8, uye kuderera kuri 130.28%. Mutengo wezvekushandisa wakawa, asi iyo Bonalide musika wakasimbisa uye kudzoreredzwa, uye indasitiri yachinja kubva pakurasikirwa. Iyo yakadzika purofiti yeiyo pyrine ndeye 190 Yuan / ton, kuwedzera kwe 70 yuan / ton kubva muna Zvita 8, uye kudonha kwe25.92%. Izvo zvinonyanya kuitika nekuti mutengo weindasitiri wezvekushandisa kwezvinhu zvakadzvanywa zvakawedzera, nepo mutengo wemusika weBenic Anhydride Rese, uye kurasikirwa kweindasitiri.
Kutaura chokwadi, pane vamwe vanoongorora izvozvi vanofunga kuti kukanganisa kwekudzoreredzwa kwave kusgereredzwa. Ed Morse, musoro weCommondies kutsvagisa kuCitigroup, yakataura chete svondo rinogona kutungamira misika, ichiteverwa nekudzikira kwepasirese, kwaizoita kutyisidzira kirasi yebasa.
Ndiwo madekwana, akamirira kudiwa kusvika kuzasi kunze, maererano neWeliao. Muna 2013, kuda kweChina kwakakanganiswa nedenda, nepo inflation yakakwira zvishoma nezvishoma yakadzvanywa mhiri kwemamwe mhirizhonga. Kunyangwe iyo musika uchitarisira iyo Fed red hike kumhanya ichinonoka, asi kukanganisa kwehupfumi chaicho kuchamuka zvishoma nezvishoma, zvichitungamira kune kumwe kunonoka kukurira kukura. Kusunungurwa kwechizi chechidhopi yedambudziko rekudzivirira rakapinza pjepu yekupora, asi yekutanga yepamusoro yehutachiona inogona kuramba zvipinganidzo zvisirizvo. Iko kupora muChina kunogona kutanga mune yechipiri kota.
Kutumira Nguva: Dec-22-2022