Ngakhale theka lachiwiri la 2022, mankhwala amphamvu ndi zinthu zina zomwe zidachitika kuti akonzedwe, koma agogo a Goldman SACHS mu lipoti laposachedwa lomwe limazindikira kuti zinthu zomwe zimatsimikizira, zitha kubweretsanso koyenera Chaka chamawa.
Lachiwiri, Jeff Currie, Woyang'anira Goldman Shachs kafukufuku, ndipo Samantha Dart Mu 2023 kumbuyo kwa 20% kuphatikiza kuyambiranso chaka chino.
(S & P Konospi Real Conlodies Index, Source: Kuwononga ndalama)
GMa Sailman amayembekeza kuti msika mu kotala loyamba la 2023 akhoza kukhala ndi mabampu pang'ono pokhathamiritsa, koma kupezeka kwa mafuta kwa mafuta ndi chilengedwe kudzapitilirabe.
Kuphatikiza pa bungwe lofufuzira, likulu limagwiritsanso ntchito golide ndi siliva weniweni kuti afotokozere zankhondo yake yayitali. Malinga ndi deta yomwe idakayidwa ndi ridges (makoleji 15 apamwamba omwe amayang'ana pamsika wa katundu chaka chino, kukula kwa zinthu zomwe zimayang'aniridwa ndi 50% mpaka $ 20.7 biliyoni.
Masamba a Goldman adamaliza kuti popanda likulu lokwanira kuti apange mphamvu zambiri zopanga, zinthu zidzapitilira kuchepera, ndipo mtengowo upitilizabe kukula kwambiri.
Pankhani ya zigawenga zapadera, Sachman SACH imayembekezera mafuta osakhalitsa, pakadali pano akuyenda pafupifupi $ 80 pa mbiya imodzi, kuti ikwere mpaka $ 105 pofika 2023; Ndipo mtengo wachilengedwe waku Asia ukhozanso kukwera kuchokera $ 33 / miliyoni mpaka $ 53.
Posachedwa, pakhala zizindikilo za kuchira pamsika wokhoza, ndipo mankhwala ayamba kupitilira.
Pa Disembala 16, pakati pazinthu za zhuchung za zhuchung zambiri, zinthu 55 zimawonjezeka mu kuzungulira kumeneku, kumawerengera 50.00%; 26 Zogulitsa zomwe zimakhazikika, kumawerengera 23.64%; Zogulitsa 29 zinagwera, kumawerengera 26.36%.
Kuchokera pazinthu zina, PBT, polyester Filance, ndi benhypenanhyntronic mwachiwonekere.
Pmbo
Posachedwa, mitengo yamapulogalamu ya PBT idawuka, ndipo phindu labweranso. Kuyambira Disembala, makampani oyambilira adayamba kutsogoleredwa ndi opanga pamtunda, ndipo pazinthu zogwirizira Phindu linatembenuka mozungulira.
PBT PRAN CORNE TRAND TRAND ku East China
Po
Pambuyo pa "golide wakale wasiliva khumi", kufunikira kwa mafayilo a polyer aja kwakhala akung'ung'udza kwambiri. Opanga apitilizabe kukwezetsa phindu, ndipo cholinga chake cha malonda chikupitirirabe pansi. Pamapeto pa Novembala, cholinga cha poy150D chinali 6,700 Yuan / Toni. Mu Disembala, monga momwe ma terminal adachira pang'onopang'ono, ndipo chitsanzo chachikulu cha mafilimu a polyester chinali chachikulu pakuyenda kwa ndalama, opanga anali kugulitsa mitengo yotsika, ndipo lipotilo lidakwezedwa wina pambuyo pake. Ogwiritsa ntchito pansi, anali ndi nkhawa kuti mtengo wogula m'mbuyomu unawonjezeka. Msika wa polyesi wa polyester wapitilizabe kukwera. Pofika pakati, mtengo wa poy150d unali 7075 Yuan / Toni, kuwonjezeka kwa 5.6% kuyambira mwezi watha.
PA
Msika wapakhomo wa Benhynhydr watha pafupifupi miyezi iwiri, ndipo msika udathandizira mu ultra -Dechene poyambiranso. Kuyambira kuyambira sabata ino, zomwe zakhudzidwa ndi msika wa benonypenichydr, phindu la akatswiri opanga nyumba zathanzi latha. Pakati pawo, phindu lalikulu la nyumba yoyandikana ndi Benhypendratetion limapanga 132 yuan / kuwonjezeka kwa 568 yuan / Tonic kuyambira pa Disembala 8, ndipo kutsika ndi 130.28%. Mtengo wa zopangira zagwa, koma msika wa Bonanana wakhazikika ndikukula, ndipo makampaniwo asintha kuchokera kutayika. Phindu lalikulu la zitsanzo za asyrine ndi 190 yuan / kutsitsa kwa 70 yuan / toni kuchokera pa Disembala 8, ndipo dontho la 26.92%. Makamaka chifukwa mtengo wa mafakitale aiwisi aphulika, pomwe mtengo wamsika wa beni anhydride unakwera kwambiri, ndipo kutayika kwa makampaniwo kunachepa.
Kunena zowona, pali akatswiri ena omwe tsopano akuganiza kuti zotsatira za kubwezeretsedwa sikuchepetsedwa. Ed Morse, mutu wa zinthu zofufuzira, adanena sabata ino kuti kusuntha kwa zinthu zoyendetsera zinthu, kutsatiridwa ndi vuto lapadziko lonse lapansi.
Ndi Hava wa m'bandakucha, akuyembekezera kufunidwa, malinga ndi Uliao. Mu 2013, kufunafuna kwa China kunakhudzidwa ndi mliriwo, pomwe kukwera kwakukulu komwe kumafunikira pang'ono. Ngakhale msika umayembekezera kuti kudyetsa bwino kudyetsa kumachepetsa, koma zomwe zimapangitsa zachuma zenizeni zidzalowetsedwa pang'onopang'ono, zomwe zimapangitsa kuchepa kwina pakufuna kukula. Kumasulira kwa Ndondomeko ya Kulepheretsa ku China kwabereka kumalimbikitsa kuchira, koma chiwerengero choyambirira cha matendawa chithabe kupatuka zopinga zazifupi. Kubwezeretsa ku China kumatha kuyamba kotala yachiwiri.
Post Nthawi: Dis-22-2022