Mu theka loyamba la zoweta caustic koloko mtengo msika wonse ntchito zabwino, mbali ya nthawi mtengo anapitiriza kukoka, ndi ndikutuluka mpweya ndi otentha.Pakatikati January - February, mtengo wonse wa zoweta caustic soda msika anapitiriza kuwuka. Zifukwa zazikulu ndi izi: kumbali imodzi, mabizinesi otsatsa a Northwest caustic soda anapitiriza kukhala abwino mu Januwale. Panalibe chikakamizo pa fakitale kusaina maoda, zowerengerazo zinali zotsika nthawi zonse, ndipo kwenikweni panalibe zokakamiza zogulitsa. Komano, kutsika kwa aluminiyamu kulandira dongosolo zinthu zabwino, makamaka fakitale zotayidwa kum'mwera chakumadzulo China n'zoonekeratu yochepa alkali, ambiri Xinjiang caustic koloko gwero otaya dera kum'mwera chakumadzulo, zikubweretsa mosalekeza zothina kotunga Xinjiang caustic. koloko, wosakwanira siteji yobereka kwa amalonda, amalonda mlingo caustic koloko gwero si kwambiri; Komanso, Hebei Wenfeng zotayidwa kupanga pamaso katundu, gawo latsopano la kufunika caustic koloko, caustic soda msika komanso anabweretsa ena kulimbikitsa zabwino; Ma terminal ena akutsikira kwa mtsinje amafunikira kukonzanso kofunikira komanso masheya oyenera patchuthi chisanachitike amabweretsanso chithandizo chabwino pamtengo wa caustic soda; Kuphatikiza apo, kuchuluka kwamitengo yamabizinesi a caustic soda mumzerewu ndikocheperako, kuvomereza kutsika ndi amalonda ndikosavuta kuwongolera, komanso malingaliro amsika ndi ovomerezeka. Pakatikati pa 2 - pakati pa Marichi, mitengo yamsika ya pianjian yoweta ikupitilizabe kutsika, pambuyo pazifukwa zachidule za chifukwa chachikulu, pomwe gawo lakale la mitengo ya alkali linanyamuka kuti lilembe zokwera. , kumunsi kwa mkulu alkali kukana kuwonjezeka, pamodzi ndi underperforming nyengo madzi alkali mitengo msika, alkali fakitale chizindikiro ndalama si abwino, kuonjezera kuthamanga, kufufuza, Piritsi alkali mtengo akupitiriza Kuyambira pakati ndi kumapeto kwa Marichi mpaka kumapeto kwa Juni, mtengo wa koloko wapanyumba udalowa munjira yokhazikika komanso yokwera kwa miyezi itatu. Chifukwa chachikulu, kumbali imodzi, mu 4 mpaka 5 zoyendera zosiyanasiyana zachigawo ndizochepa, mabizinesi akuluakulu am'deralo nthawi yoperekera si yaulere, mayendedwe obwera ndi aatali, zomwe zimatsogolera kuzinthu zamagulu zidakhalabe zotsika, siteji yotengera unyolo wosauka, pamodzi ndi mabizinesi ena amchere pa nthawi ino kuti akonzekere kukonza, perekani chilimbikitso china; Kumbali ina, mtengo wa alkali wamadzi kum'mawa kwa China ukupitilirabe kukwera, ndipo kuvomereza kwina kumabweretsa kukwera kwamtengo wa caustic soda. Komanso, kumtunda makampani aluminiyamu ndi thandizo amphamvu kufunika okhwima caustic koloko, ndipo malinga Zhuochuang Information, mabizinesi aluminiyamu ndi otsika bauxite kalasi, kuwonjezera kuchuluka kwa caustic koloko ndi chimodzi mwa zinthu zazikulu zimene kupitiriza kubweretsa mphamvu zabwino; Komanso, mu June, ena akuluakulu caustic soda mabizinezi lolunjika pa yokonza mosalekeza, zomwe zinapangitsa zotsatira zabwino kuthandiza mbali caustic koloko kotunga anapitiriza, ndi malamulo chisanadze kugulitsa mabizinesi caustic soda m'madera osiyanasiyana anapitiriza kukhala wabwino, ndi maganizo a kusintha mtengo kunapitirizabe kukhalapo.Kuchokera ku msika wamakono, ndi mtengo wa caustic soda ukukwera kwa nthawi yaitali, chidwi chapansi pamtengo wamtengo wapatali wa soda kuti ulandire. katundu wachepa, kukwera kwamtengo wa koloko kwawoneka kocheperako, ndipo amalonda ena ali ndi vuto lotumizira arbitrage, kukula kwa msika kumawonjezeka. Ndipo kumapeto kwa June ndi koyambirira kwa July kwa nthawi yokonzekera iyi, kuperekedwa kwa koloko kudzakhala bwino pang'onopang'ono, msika wonsewo udzakhala ndi maganizo owonjezera. alkali social inventory, chidutswa cha mabizinesi a alkali akadalibe kusungitsa koyenera kuperekedwa ndipo zowerengera za gulu la alkali sizinali zokwera, mitengo yanthawi yayitali ibweretsa chithandizo ku msika wamchere, kwakanthawi kochepa. Chidutswa cha mitengo ya fakitale ya alkali chikuyembekezeka kugwirizanitsa kwambiri, kuchepetsedwa kuthekera kwake sikwakukulu, chidutswa chamtengo wamsika wamsika chimatsika pang'ono kukuta kutheka kukhalapo. M'kupita kwa nthawi, ndi akamaliza malamulo panopa chisanadze kugulitsa ndi mapeto a nthawi yokonza, ndi profitability wonse wa mafakitale kumtunda si zabwino, zoweta msika mtengo wa caustic koloko zikuoneka kupitiriza kugwa kwambiri.
Nthawi yotumiza: Jul-25-2022