Tus nqi them yug me nyuam muaj zog
Vim yog cov kev lag luam tseem ceeb, qhov nruab nrab kev khiav hauj lwm ntawm PTA cov nroj tsuag hauv xyoo 2018 tau nce li ntawm 6% piv nrog rau xyoo 2017, thiab qhov nce ntawm kev xav tau tsav tsheb mus rau PX nqi. Qhov nruab nrab ntawm tus nqi ntawm PX tseem stands ntawm $ 542 / tuj hauv lub ntsiab lus ntawm kev sib hloov ploj zuj zus ntawm tag nrho cov saw hlau hauv lub thib ob ib nrab ntawm 2018. Txij li thaum Lub Ib Hlis Ntuj xyoo 2019, nrog lub zog rov qab ntawm lub thoob ntiaj teb cov nqi roj, tus nqi ntawm PX nyob rau hauv Asia rov qab mus rau saum toj $ 1,000 / tuj. Tus nqi sib txawv ntawm PX thiab naphtha widened los ntawm $ 103 / ton txij thaum pib ntawm lub hlis, thiab cov nyiaj tau $ 286 / ton. Nyob rau hauv cov nqe lus ntawm installation, 800,000-tuj PX cog ntawm fuhai chuang tau raug muab tso rau hauv kev ua lag luam nyob rau thaum xaus ntawm 2018, thiab ntxiv 800,000-tuj peev xwm yuav raug tso tawm tom qab lub caij nplooj ntoos hlav Success xyoo no. Tsis tas li ntawd, tag nrho ntawm 12.6 lab tons tshiab PX cov peev xwm tsim tau npaj rau 2019, feem ntau ntawm cov uas yuav tsum muaj kev ua ke. Txawm li cas los xij, cov kev pabcuam no yuav tsis muaj kom txog rau thaum xyoo ob ntawm lub xyoo no, thiab cov nyiaj PX yuav luv siab.
PTA khoom tawm siab yog tsawg
Tom qab pib ntawm PX cog hauv fuhai, nws txhawb PTA peev ntawm 4,5 lab tons tau pib los ntawm qhov tam sim no 2.25 lab tons mus rau 80% thaum xaus rau lub Ib Hlis, ncav 3.6 lab tons. Txawm li cas los xij, qhov teebmeem tsis ntev los no nyob rau hauv nws cov PX cog qeeb dua ntawm lub PTA cog kom txog thaum nrab-mus-lig Lub Ob Hlis. Hais txog kev tsim muaj peev xwm tshiab, nyob hauv thawj ib nrab ntawm lub xyoo no, tsuas yog 1 lab tons ntawm sichuan shengda nroj tsuag tau teem tseg. Txawm hais tias pengwei petrochemical thiab yisheng petrochemical nroj tsuag tau raug tua lawm tsis ntev los no, reibin petrochemical cog nrog 1.4 lab tons yuav pib txij nkawm ib hlis, uas yuav cuam tshuam qhov tsis zoo ntawm ib feem ntawm qhov muaj zog ntau lawm. Tam sim no, PTA cov khoom muaj nqis yog ib qho uas qis dua 3-4 hnub. Txawm tias tom qab lub txaj muag ntawm stocks thaum lub caij nplooj ntoos hlav Success, tag nrho cov khoom lag luam hauv khw tseem me me.
Polyester inventories tsawg tsawg
Txij li xyoo no, apart from filament POY floating nce thiab down tus nqi kab, lwm hom ntau yam tau zoo nyiaj margins. Nyob hauv keeb kwm yav dhau ntawm cov nyiaj ntau, lub sij hawm overester ntawm polyester cog qoob loo, uas tau pab cuam rau qhov lag luam ntawm PTA ua lag luam. Los ntawm cov kis ntawm cov saw hlau, tom khw tom qab lub caij nplooj ntoos hlav Success tom qab lub caij nplooj ntoos hlav Success yog qhov loj tshaj thaum teeb meem ntawm polyester kev lag luam muaj nkees tsev qiv ntawv, li cas los xij, raws li polyester ntau lawm thiab ua lag luam, polyester ipk cov lus muag tawm ntawm qhov thib ob ib nrab ntawm 2017, ob lub hlis ntawm polyester phiab hauv xiamen feem, thiab DTY polyester FDY xws li cov khoom xa mus rau 3 hnub, 4 thiab 8 hnub, ib nrab ntawm cov khoom seem theem rau tib lub sijhawm dhau xyoo. Ntawm no pom, txawm tias tom qab cog qoob loo cog qoob loo, cov khoom qis qis no yuav ua rau lub sij hawm qis tshaj plaws, yuav ua rau cov qaug zog tsis zoo ntawm qhov nce hauv cov khoom qis tom qab lub caij nplooj ntoos hlav Festival.
Hauv ntej, PX lub khw muaj zog yuav muab kev txhawb zog siab rau PTA nqi. Nyob rau tib lub sijhawm, PTA muab ntau dua, tabsis tsawg dua, thiab cov neeg xa xov poob qis ua tau zoo. Yog li, qhov yuav tshwm ntawm PTA poob sharply tom qab lub caij nplooj ntoos hlav Success yog tsawg.