Xyoo 2023, kev ua lag luam MMA tau ntsib plaub nthwv dej ntawm kev lag luam nce siab dav dav, feem ntau yog vim muaj kev xav tseem ceeb los rhuav tshem cov qauv ib txwm muaj, xws li ntxiv rau kev xwm txheej txij nkawm uas tau npaj tseg los ntawm lub Hoobkas, nrog rau kev nres tsheb tam sim ntawd, kev muab khoom lag luam tau nruj dua los txhawb kev ua lag luam ntau zaus, uas kev ua lag luam Sab Hnub Tuaj Tuam Tshoj tau tawg los ntawm "12000" lossis ntau dua qhov siab plaub zaug, qhov kawg ntawm kev sib tw ua lag luam, kev ua lag luam Sab Hnub Tuaj Tuam Tshoj siv 12800 yuan / ton ze. Xyoo 2024 qhib tag nrho txoj kev liab, qhov siab tshiab, txij li Lub Ib Hlis 9, kev ua lag luam Sab Hnub Tuaj Tuam Tshoj hauv 13,100 yuan / ton txij li tus nqi ze, tseem muaj qee qhov kev thov siab dua, kev ua lag luam Sab Qab Teb Tuam Tshoj hnov ​​​​tias qee tus nqi siab pauv ntawm 14,000 yuan / ton lossis ntau dua.

Raws li pom tau los ntawm daim duab saum toj no, kev ua lag luam tau nce siab heev txij li lub Kaum Ob Hlis 2023, nrog rau kev nce siab dav dav, thiab tus nqi tau tawg tas mus li los ntawm qhov siab tshaj plaws, thiab tus nqi qhib hauv xyoo 2024 tau mus txog qhov siab tshiab hauv ib xyoos, ib zaug ntxiv ua rau kev lag luam paub txog.

1, qhov kev txhawj xeeb tseem ceeb ntawm kev lag luam nce siab: MMA lub Hoobkas muaj peev xwm siv tus nqi qis

Txij li xyoo 2023, qhov kev siv peev xwm ntawm kev lag luam MMA tseem nyob ntawm 40% -60%, uas yog qhov tsawg heev, thiab qhov kev siv peev xwm tau poob qis ntxiv txij lub Kaum Ob Hlis mus txog Lub Ib Hlis 2024, uas kuj yog qhov tseem ceeb tshaj plaws ua rau kev ua lag luam nce siab.

2. Kev Txhawj Xeeb 2: Kev sib raug zoo ntawm kev muab khoom thiab kev thov hauv cheeb tsam, kev coj khoom thiab kev hloov pauv ntawm tus nqi

Xyoo 2023, qhov sib txawv ntawm tus nqi ntawm Sab Hnub Tuaj Tuam Tshoj thiab Sab Qab Teb Tuam Tshoj tau nqaim zuj zus, ntawm cov uas muaj 305,000 tons ntawm lub peev xwm tsim khoom tshiab tau ntxiv rau hauv ib xyoos, 100,000 tons hauv Sab Qaum Teb Suav Teb, 120,000 tons hauv Sab Qab Teb Tuam Tshoj thiab 85,000 tons hauv Sab Hnub Tuaj Tuam Tshoj. Tom qab kev loj hlob ntawm lub peev xwm tsim khoom, hom kev thauj mus los ruaj khov ntawm cov cheeb tsam, kev sib raug zoo ntawm tus nqi sib txawv, thiab kev sib raug zoo ntawm kev muab khoom thiab kev thov ntawm cov cheeb tsam sib txawv tau tawg. Piv txwv li, sab qaum teb sab hnub tuaj tsis xa nkoj mus rau Sab Qab Teb Tuam Tshoj lawm, thiab qhov sib txawv ntawm tus nqi hauv cheeb tsam tau piav qhia. Raws li tuaj yeem pom los ntawm cov lus hauv qab no, qhov zoo ntawm kev sib tw ntawm Sab Hnub Tuaj thiab Sab Qab Teb Tuam Tshoj tau maj mam qaug zog, feem ntau yog vim muaj kev hloov pauv ntawm kev muab khoom thiab kev thov hauv cheeb tsam.

Qee theem ntawm kev siv peev xwm ntawm kev lag luam MMA muaj feem cuam tshuam nrog kev siv peev xwm ntawm acrylonitrile, uas kuj yog qhov tseem ceeb tshaj plaws hauv xyoo 2023, thiab kev muab khoom thiab kev thov tswj hwm MMA kev lag luam, thiab qhov cuam tshuam ntawm kev pib siv khoom siv yog qhov pom tseeb tshaj plaws. Tom qab cov yam tseem ceeb uas cuam tshuam rau kev pib ua haujlwm ntxiv rau cov xwm txheej tsis tau xav txog, kuj tseem muaj kev nyuaj siab los ntawm qhov xwm txheej txiaj ntsig ntawm cov khoom lag luam hauv qab kev kho dua tshiab, xws li qhov sib txawv ntawm acrylonitrile hauv qee lub sijhawm, thiab qhov pib ntawm kev poob qis.

4, tsom mus rau 4: Kev hloov pauv tseem ceeb ua rau kev xav ib txwm tsis ntev los no kev ua lag luam tau siab dua

Cov hauv paus tseem ceeb ua qhov tseem ceeb uas cuam tshuam rau tus nqi, nws tsim nyog them sai sai rau, qhov laj thawj tseem ceeb rau kev ua lag luam nce ntau zaus hauv xyoo 2023 yog kev txhawb nqa kev muab khoom, lub caij tsis muaj zog, lub caij siab tshaj plaws tsis vam meej, thiab kev hloov pauv tseem ceeb tau rhuav tshem kev xav ib txwm muaj. Xws li kev thov tsis muaj zog hauv lub quarter thib plaub, qhov kawg ntawm lub xyoo feem ntau yog lub teeb, thiab kev sib tw xaus rau thaum kawg ntawm xyoo 2023.

Hauv kev ua lag luam luv luv, qhov xwm txheej tsis txaus khoom siv nyuaj rau daws kom tag nrho, qee lub Hoobkas raug ncua sijhawm rov pib dua, lub nkoj thauj khoom ib nrab tuaj txog ntawm chaw nres nkoj raug ncua sijhawm, thiab kev ua lag luam lossis tswj hwm lub suab muaj zog. Txuas ntxiv mloog zoo rau qhov kev hloov pauv ntawm cov khoom siv thiab kev lag luam hauv pem teb.