Bishii Nofeembar way dhammaatay, agabka cusub ee PE wuxuu sii waday inuu hoos u dhaco; Baahida hoos u socota oo sii yaraanaysa, sii deynta xaddidan; Maskaxda warshadaha dib-u-cusboonaysiinta ayaa sidoo kale saameeya arrimo taban oo si joogto ah isu beddelaya, laakiin xaaladda dib-u-warshadaynta PE iyo qiimaha hadhuudhku way adag tahay in la dhaqaajiyo, taas oo aan ku habboonayn dhaqanka ganacsiga ee warshadaha dib-u-cusboonaysiinta.

Marka hore, taageerada macro ee hoos u dhaca shoogga PE ee walxaha cusub

Suuqa polyetylenka si buuxda ayaa looga dheefay taageerada xooggan ee dhinaca macro, laakiin ma jiro wax kale oo wanaagsan oo la taaban karo, taageerada kharashka ayaa sii yaraanaysa, suuqa polyetylenka ayaa ku soo laabanaya aasaaska hoos u dhaca, qiimaha suuquna wuu kor u kacayaa oo hoos u dhacayaa. Warshadaha hoose waxay u baahan yihiin inay weli jiraan, iyadoo hoos u dhaca qiimaha suuqa, warshadaha hoose si ay u buuxiyaan kaydka hooseeya, kaydka ganacsiga wax soo saarka iyo kaydka bakhaarka muunadda bulshada ayaa hoos u dhacay, suuqa polyetylenka ayaa bilaabay inuu si tartiib tartiib ah u dhiso hoose.

Qiimaha PE ee agabka cusub ayaa sii yaraanaya, farqiga qiimaha u dhexeeya agabka cusub iyo kan duugga ah ayaa sii yaraanaya, laga bilaabo Noofambar 24, farqiga qiimaha u dhexeeya agabka cusub iyo kan duugga ah ayaa hoos uga dhacay 1200 yuan/tan, cadaadiska macro-negative-ka ah awgeed, farqiga qiimaha u dhexeeya agabka cusub iyo kan duugga ah ayaa sii yaraan doona, taasoo sii xakamaysa socodka walxaha dib loo warshadeeyay.

Marka labaad, bilowga hoose iyo bilaabida iibka joojinta-bilaabashada iyadoo la dalbanayo dalabyada guud ee caadiga ah

Jaantuska bilowga badeecadaha ee dib loo warshadeeyay ee PE

Toddobaadkan, waxaa jira kala duwanaansho ku saabsan heerka hawlgalka ee shirkadaha filimada beeraha ee gobollada kala duwan ee dalka. Kuwaas waxaa ka mid ah, heerka hawlgalka ee shirkadaha Waqooyi-bari iyo Waqooyiga Shiinaha ayaa hoos u dhacay inta u dhaxaysa 1%-5%, inta badan sababtoo ah hawada qabow ee Waqooyi-bari Shiinaha horaantii, dhammaadka xilli ciyaareedka filimka ee la shiiday ayaa ka horreeya gobollada kale, heerka hawlgalka ee Waqooyiga Shiinahana si yar ayuu hoos ugu dhacay. Bariga Shiinaha, Koonfurta Shiinaha, Bartamaha Shiinaha, Waqooyi-galbeed iyo Koonfur-galbeed Shiinaha, heerka hawlgalka ee shirkadaha ayaa kordhay inta u dhaxaysa 1% iyo 5%.

Sida laga soo xigtay xaaladda suuqa ee hadda jirta, 61.40% shirkadaha filimada beeraha ayaa wali haysta maskax deggan oo ku saabsan qiimaha toosan, waxayna aaminsan yihiin in fikirka aan la arki karin ee shirkadaha terminal-ka uu xooggan yahay, dalabaadka la ururiyay ee filimada beeraha ay bilaabaan inay yaraadaan, taageerada kor u socotana ay daciifto, qiimaha alaabta ceeriinkuna uu inta badan deggan yahay marxaladda dambe. 31.58% shirkadaha filimada beeraha waxay leeyihiin maskax liidata oo ku saabsan qiimaha toosan, iyagoo aaminsan in fikirka sugitaanka iyo aragtida ee shirkadaha terminal-ka uu xooggan yahay, dalabaadka la ururiyay ee filimada beeraha ay bilaabaan inay hoos u dhacaan, taageerada kor u socotana ay daciifto, qiimaha alaabta ceeriinkuna uu inta badan deggan yahay marxaladda dambe. 7.02% shirkadaha filimada beeraha waxay leeyihiin aragti fiican oo ku saabsan qiimaha toosan, in hoos u dhaca guud ee wax soo saarka filimada beeraha uusan caddayn, weli waxaa jira taageero loo hayo baahida alaabta ceeriin, qiimaha polyethylene-na wuxuu leeyahay meel yar oo loogu talagalay sahaminta. Marka la soo koobo, inta badan shirkadaha badeecadaha hoose waxay leeyihiin aragti deggan oo ku saabsan suuqa galabtii, taas oo ku habboon dhaqanka ganacsiga hoose ee suuqa galabtii, waxayna siin kartaa taageero gaar ah walxaha dib loo warshadeeyay.

Saddexaad, fikirka warshadaha dib-u-soo-noolaynta ee taban ee hoggaaminaya waa mid aan degganayn

Waqtigan xaadirka ah, goobta dib-u-cusboonaysiinta, dareenka bearish-ka ayaa fiday, taageerada bearish-ka waa mid aad u khafiif ah, Xiaobian ee warshadaha dib-u-cusboonaysiinta PE-da saadaasha maskaxda, 39.97% fiiri maskaxda si loo arko xasillooni, 50.86% maskax-hoosaad, 8.63% ku habboon bullish. Jawiga xilliga ka baxsan, soo iibsiga agabka ceeriin ee warshadaha alaabada ee hoos yimaada ayaa si weyn hoos ugu dhacay, qiimaha agabka cusub ee PE-na hoos ayuu u dhacay, inkastoo farqiga qiimaha ee u dhexeeya agabka cusub iyo kuwa duugga ah uu weli ku jiro in ka badan 1,000 yuan halkii tan, laakiin farqiga qiimaha ee u dhexeeya agabka cusub iyo kuwa duugga ah kuma filna suuqa mustaqbalka, farqiga qiimaha ee u dhexeeya agabka cusub iyo kuwa duugga ahna wuu sii yaraan doonaa. Soo kabashada dhaqaalaha gudaha iyo dibadda waa mid gaabis ah, dalabaadka warshadaha wax soo saarka ee xilliga ka baxsan ayaa laga yaabaa inay adkaato in la helo, dhismuhu ma sarreeyo marka la eego soo iibsiga agabka ceeriinku waa daciif. Iyada oo ku saleysan sababaha kor ku xusan, warshadaha dib-u-cusboonaysiinta waxay leeyihiin aragti bearish ah oo ku wajahan suuqa mustaqbalka.

Marka la soo koobo, kororka dhawaanahan ee goobta, dhammaan dhinacyada silsiladda warshadaha waxay leeyihiin isbeddello waaweyn ama yar, laakiin ganacsiga dib-u-cusboonaysiinta ayaa aad uga taxaddar badan, oo ay weheliso taageerada dhinaca kharashka, ganacsiga walxaha dib-u-cusboonaysiinta ayaa si deggan u shaqeynaya, suuqa mustaqbalka wuxuu sii wadi doonaa inuu xasiliyo suuqa, xawaaraha alaabtu waa gaabis. Cadaadiska sare ee Fujian Cadaadiska sare ee Cadaadiska hoose ee Qaybta caadiga ah Tixraaca guud 6200-6300 yuan/ton, Hebei cadaadis hooseeya Wahaha walxaha burburinta caadiga ah Tixraaca guud 4400 yuan/ton, Cadaadiska sare ee Cadaadiska sare ee Qaybta aasaasiga ah Qiimaha tixraaca guud 6100-6300 yuan/ton, Hebei Wahaha Cadaadiska cad ee Qaybta caadiga ah Qiimaha tixraaca guud 5900-6000 yuan/ton, Qiimaha tixraaca guud ee Juxian EVA granulation qiimaha tixraaca guud 6000-6200 yuan/ton.