Engxenyeni yokuqala yentengo yemakethe ye-caustic soda yemakethe ukusebenza kahle sekukonke, ingxenye yesikhathi intengo iqhubekile nokukhuphuka, isimo sokuthengiselana siyashisa.Maphakathi noJanuwari - February, intengo iyonke yemakethe ye-caustic soda yasekhaya iqhubekile nokukhuphuka. vuka. Izizathu eziyinhloko yilezi ezilandelayo: ngakolunye uhlangothi, ama-oda wangaphambi kokuthengiswa kwamabhizinisi aseNyakatho-ntshonalanga ye-caustic soda aqhubekile nokuba mahle ngoJanuwari. Kwakungekho ngcindezi efektri ukuba isayine ama-oda, i-inventory yayihlale isezingeni eliphansi, futhi ngokuyisisekelo kwakungekho ngcindezi yokuthengisa. Ngakolunye uhlangothi, isimo sokuhleleka kwe-alumina engezansi komfula sihle, ikakhulukazi imboni ye-alumina eningizimu-ntshonalanga yeChina ngokusobala ishoda nge-alkali, inani elikhulu le-Xinjiang caustic soda source flow ukuya esifundeni esiseningizimu-ntshonalanga, okuholela ekunikezeni okuqhubekayo okuqinile kwe-Xinjiang caustic. i-soda, ukulethwa kwesiteji okunganele kubahwebi, umthombo we-caustic soda wezinga labathengisi nawo awuningi; Ngaphezu kwalokho, ukukhiqizwa kwe-aluminium ye-Hebei Wenfeng ngaphambi kwesitoko, ingxenye entsha yesidingo se-caustic soda, imakethe ye-caustic soda nayo yaletha umfutho othile omuhle; Okunye okutheminali okuzansi nomfula kudinga ukugcwaliswa kwesidingo esiqinile kanye nesitoko esifanelekile sangaphambi kweholide siletha ukusekelwa okuhle ngentengo ye-caustic soda; Ngaphezu kwalokho, uhla lokukhushulwa kwentengo lwamabhizinisi e-caustic soda kulo mzuliswano luphakathi nendawo, amandla okwamukela ezansi nomfula kanye nabahwebi ayalawuleka uma kuqhathaniswa, futhi isimo sengqondo semakethe siyamukeleka. Izintengo zefekthri ye-synthetic caustic soda ziyaqhubeka nokukhuphuka.Ngenkathi maphakathi no-2 - maphakathi no-March, izintengo zemakethe yasekhaya ye-pianjian ziyaqhubeka nokwehla, ngemva kokuma kafushane isizathu esiyinhloko esiyinhloko, njengoba ucezu lwangaphambili lwentengo ye-alkali lukhuphuke lwaqopha amanani aphezulu. , ukwehla komfula kokumelana ne-alkali ephezulu kuyanda, kuhambisana nesikhathi sokungenzi kahle kwamanani emakethe ye-alkali yoketshezi, ukusayina kwefekthri ye-alkali umthethosivivinywa awulungile, ingcindezi ekhulayo, i-inventory, intengo ye-alkali yethebhulethi iyaqhubeka nokwehla.Kusukela maphakathi nasekupheleni kukaMashi kuya ekupheleni kukaJuni , intengo yesoda yasekhaya ingene esiteshini esiqinile esiqinile nesikhuphukayo cishe izinyanga ezi-3. Isizathu esiyinhloko, ngakolunye uhlangothi, ku-4 kuya ku-5 okuhlukile kwe-Logistics yesifunda ukusebenza kahle kwezokuthutha kuphansi, isisekelo esikhulu sebhizinisi ukulethwa kwesikhathi sendawo akusikho mahhala, umjikelezo wokulethwa mude, okuholela ekusungulweni kwezenhlalakahle kwahlala kuphansi, isiteji sokuhambisa i-supply chain transmission, kanye nocezu lwamabhizinisi e-alkali kulesi sigaba ukuze ahlele ukunakekelwa, anikeze ukuthuthukiswa okwengeziwe; Ngakolunye uhlangothi, intengo ye-alkali ewuketshezi empumalanga ye-China ilokhu ikhuphuka, futhi ukwamukelwa okuthile kuletha ukukhuphuka okuhle okuqhubekayo kwentengo ye-caustic soda. Ngaphezu kwalokho, imboni ye-alumina ezansi nomfula inokusekela okuqinile kwesidingo esiqinile se-caustic soda, futhi ngokusho kweZhuochuang Ulwazi, amabhizinisi e-alumina anebanga eliphansi le-bauxite, ukwandisa inani le-caustic soda kungenye yezinto eziyinhloko eziqhubeka nokuletha ukuthuthukiswa okuhle; Ngaphezu kwalokho, ngo-June, amanye amabhizinisi amakhulu e-caustic soda agxile ekunakekeleni okuqhubekayo, okwenza umphumela omuhle wokusekela ohlangothini lokuhlinzeka ngesoda ye-caustic uqhubeke, kanye nama-oda wangaphambi kokuthengiswa kwamabhizinisi e-caustic soda ezifundeni ezihlukahlukene aqhubeka nokuba muhle, kanye nomqondo we ukulungisa intengo kuqhubekile nokuba khona.Kusukela esimeni samanje semakethe, njengoba intengo ye-caustic soda ikhuphuka isikhathi eside, umdlandla okhuphukayo wentengo ephezulu ye-caustic soda ukuthola impahla yehla, ukukhuphuka kwentengo ye-caustic soda kubonakale kunciphile kakhulu, kanti okunye abahwebi babe arbitrage mpahla isimo, ukukhuphuka emakethe ukucabanga kuyinto evamile. Futhi ekupheleni kukaJuni nasekuqaleni kukaJulayi kulo mzuliswano wokulungisa, ukuhlinzekwa kwesoda ye-caustic kuzolulama kancane kancane, imakethe iyonke isimo sengqondo se-bearish sizokhula nakakhulu. i-alkali social inventories, ucezu lwamabhizinisi e-alkali kusekhona ukubhuka okuzolethwa futhi i-alkali yomphakathi yokusungula ayikabi phezulu, amanani entengo yesikhathi esifushane azoletha ukusekelwa okuthile engxenyeni yemakethe ye-alkali, ucezu lwesikhathi esifushane lwamanani emboni ye-alkali kulindeleke ukuthi sebenzisa ukuqiniswa okuphezulu, ukwehlisa ukuthi kungenzeka ukuthi akukukhulu, ingxenye yentengo yemakethe ye-alkali yehle iguqubele kancane ukuba nokwenzeka kokuba khona. Ngokuhamba kwesikhathi, ngokuphothulwa kwama-oda wamanje wangaphambi kokudayiswa kanye nokuphela kwesikhathi sokunakekela, futhi inzuzo iyonke yezimboni ezisezansi nomfula ayilungile, intengo yemakethe yasekhaya ye-caustic soda cishe izoqhubeka yehla kakhulu.
Isikhathi sokuthumela: Jul-25-2022
