1, Isesengura ryisoko ryerekeye Benzine Yera

Vuba aha, Isoko rya Bejene ryera ryageze ku kwiyongera inshuro ebyiri zikurikiranye muminsi yicyumweru, hamwe namasosiyete ya peteroli mu burasirazuba bwubushinwa gukomeza guhindura ibiciro, hamwe no kwiyongera kwungumi 350 / toni kugeza 8850 Yuan / toni. Nubwo yiyongera gato kubarura mu cyambu cy'Abashinwa mu Byaka bw'iburasirazuba kugeza kuri toni 54000 muri Gashyantare 2024, igiciro cya Bengene cyera gikomeje gukomera. Ni izihe mbaraga zitwara iyi?

Ubwa mbere, twabonye ko ibicuruzwa bihamye Bengine, usibye Caprolactam na Aniline, byagize igihombo cyuzuye. Ariko, kubera gukurikirana buhoro ibiciro bya benzene byera, inyungu zibicuruzwa bitarenze shandong mukarere ka Shandong ni byiza. Ibi birerekana itandukaniro ryisoko nibikorwa byo gusubiza mu turere dutandukanye.

Icya kabiri, imikorere ya bengene yera mu isoko ryo hanze ikomeje gukomera, hamwe no gutuza no guhindagurika gato mugihe cyiminsi mikuru. Igiciro cya FOB muri Koreya y'Epfo kiracyari kuri $ 1039 kuri toni, kikaba kigera kuri 150 yuan / toni hejuru yigiciro cyo murugo. Igiciro cya BZN cyagumye kandi kurwego rwo hejuru, kirenze $ 350 kuri toni. Byongeye kandi, isoko ryoherejwe na peteroli y'Amajyaruguru ryaje kare kuruta mu myaka yashize, cyane cyane kubera ubwikorezi bw'abakene muri Panama no kugabanuka ku musaruro uterwa n'ikibazo gikomeye.

Nubwo hari igitutu ku nyungu zuzuye no gukora kuri benzene nziza, kandi habuze imbunda ya bejezene yera, ibitekerezo bibi kuri dowzene yerekeye inyungu za Downstream. Ibi byerekana ko isoko ririmo gushaka kuringaniza, kandi benzene yera, nkibikoresho byingenzi byimiti, impagarara zitanga iracyakomeza.

ishusho

2, Outlook ku isoko rya Toluene

Ku ya 19 Gashyantare 2024, hashize iminsi mikuru y'ikiruhuko, isoko rya Toluene yari ifite ikirere gikomeye. Amagambo yisoko mu burasirazuba no mu majyepfo y'Ubushinwa bombi yariyongereye, ugereranije ibiciro byongera igiciro bagera kuri 3.68% na 6.14%. Iyi nzira iterwa no gushimangira ibihembo byamavuta yamavuta mugihe cyiminsi mikuru, ishyigikira neza isoko rya toluene. Mugihe kimwe, abitabiriye isoko bafite umugambi ukomeye wa toluene kuri toluene, kandi abafite barimo guhindura ibiciro byabo.

Nyamara, kumanuka kugura imyumvire kuri toluene nintege nke, kandi amasoko yibicuruzwa bihanitse biragoye gucuruza. Byongeye kandi, ishami rishinzwe kuvugurura uruganda runaka rwakozwe mu ruganda runaka ruzakomeza gutunga Werurwe, ruzatera kugabanuka cyane ku butegetsi bwo hanze bwa Toluene n'imbaraga zikomeye zo gukwirakwiza isoko. Nk'uko imibare yavuye muri Baichuan Yingfu, ubushobozi bwiza bwo gutanga umusaruro w'inganda za toluene mu Bushinwa ni toni miliyoni 21,6972, ifite igipimo cy'imikorere ya 72.49%. Nubwo umutwaro uremereye muri Toluene kurubuga rurahagaze neza muri iki gihe, habaho ubuyobozi buke ku ruhande rwo gutanga.

Ku isoko mpuzamahanga, igiciro cya FOB cya Toluene gifite ihindagurika mu turere dutandukanye, ariko muri rusange uko muri rusange harakomeye.

3, gusesengura ikibazo cya Xylene

Bisa na Toluene, isoko rya Xylene naryo ryerekanye umwuka mwiza iyo isubiye ku isoko nyuma yikiruhuko nyuma yikiruhuko ku masoko yo mu burasirazuba no mu majyepfo ya 2.74% na 1.35 %. Iyi nzira yo hejuru nayo igira ingaruka ku izamuka ry'ibiciro mpuzamahanga bya peteroli, hamwe no gutunganywa kw'ibanze kurera amagambo yabo yo hanze. Abafite bafite imyifatire myiza, hamwe nisoko ryibiciro byimbere. Ariko, hepfo utegereze-kandi - reba imyumvire ikomeye, kandi ibikorwa byakira bikurikira witonda.

Birakwiye ko tumenya ko kuvugurura no kubungabunga uruganda rwa Dalian mu mpera za Werurwe zizongera gusaba amasoko yo hanze ya Xylene kugirango abone icyuho cyo hanze cyatewe no kubungabunga. Nk'uko imibare ituzuye yaturutse muri Baichuan Yingfu, ubushobozi bwiza bwo gutanga umusaruro w'inganda za Xylene mu Bushinwa ni 43.4622 za toni miliyoni 43,4.19%. Kubungabunga ibicuruzwa muri Luoyang na Jiagsu biteganijwe ko bizagabanya isoko ry'isoko, gutanga inkunga ku isoko rya Xylene.

Ku isoko mpuzamahanga, igiciro cya FOB cya Xylene cyerekana kandi icyerekezo kivanze cya UPS no kumanuka.

4, iterambere rishya mu isoko rya styrene

Isoko rya Stryone ryahindutse ibintu bidasanzwe kuva kugaruka kwumunsi mukuru. Munsi yigitutu cyimiturire cyiyongera cyane kubara no kugarura buhoro buhoro, amagambo yisoko yerekanye ibintu byinshi hejuru akurikira logique yikiguzi nigice cyamadorari y'Amerika. Dukurikije amakuru ku ya 19 Gashyantare, igiciro cyinshi cya Stryrene mu karere k'Uburasirazuba bwa Styrey cyazamutse ku ya 9400 cyazamutse ku ya 9400.

Mu minsi mikuru y'impeshyi, amavuta y'ubugome, amadorari y'Abanyamerika, kandi ibiciro byose byerekanaga inzira ikomeye, bikaviramo kwiyongera gukabije kw'ibintu birenga 200000 byo kubara mu burambu bw'imigati ya Styrene. Nyuma yikiruhuko, igiciro cya Styrene cyitandukanije ningaruka zo gutanga no gusaba, ahubwo rugera ku rwego rwo hejuru rwiyongereye ibiciro bya giciro. Ariko, kuri ubu styrene hamwe ninganda zayo nyamukuru zirimo gukora ibintu birebire, hamwe nurwego rudahujwe nunguka -650 yuan / toni. Kubera inzitizi zihantu, inganda ziteganya kugabanya akazi kazo mbere yuko ibiruhuko bitatangiye kugirango wongere urwego rwibikorwa. Kuruhande ruto, iyubakwa ryibintu bimwe nibiruhuko byikiruhuko bikikinisha, kandi ibyingenzi byisoko rusange biracyafite intege nke.

Nubwo haguruka cyane ku isoko rya STYREE, ingaruka mbi ziterwa na epfo ishobora kuva buhoro buhoro ziba bigaragara. Urebye ko inganda ziteganya gutangira mu mpera za Gashyantare, niba ibikoresho bya parikingi bishobora gutangirwa kuri gahunda, igitutu cyo gutanga isoko kizakomeza kwiyongera. Muri kiriya gihe, isoko rya STYREE rizibanda cyane cyane ku gutemba, bishobora ku buryo runaka kurira hasi logique yiyongera.

Byongeye kandi, uhereye kubitekerezo byuburakari hagati ya benzene byera na Styrene, Itandukaniro ryibiciro biri hagati yabyo ni hafi ya 500 Yuan / toni, kandi iki giciro cyagabanijwe kugeza kurwego rwo hasi. Kubera inyungu mbi mu nganda za Styrene hamwe n'inkunga y'ibiciro bikomeje, iyo isoko risaba buhoro buhoro