Lub hli no, PP cov nqi tau qhia txog qhov kev poob qis, thaum pib ntawm Sino-US kev sib raug zoo muaj cov cim ntawm kev yooj yim, ntau qhov kev txhawb nqa zoo rau kev ua lag luam, kev nqis peev ntawm kev kho, cov nqi hluav taws xob tau ntaus lub siab tshiab, thee tshuaj. kev ua tau zoo tseem yuav muaj zog dua li cov roj chemical. Nyob rau hauv tus txheej txheem ntawm lub rooj tsavxwm rebound, tus nqi raws li maj mam, lub hauv paus sai sai tsis muaj zog, thiab qhov kev thov yog feem ntau pauv. Thaum kawg ntawm lub hlis, cov nqi roj poob qis, qhov kev ntsuas disk nyob rau sab siab, thiab lub sijhawm luv luv tsis tuaj yeem lees paub qhov kev cia siab ntawm cov khoom txo qis ntawm cov bulls, thiab cov disk poob sai heev. Cov nqi roj tsis muaj zog tiv thaiv qhov muaj zog macro, PP ntev-ntev confrontation, lub sij hawm luv luv tig luv luv, qhov kev txhawb nqa tau txav mus rau ze rau qhov qis dhau los, muaj inertia poob, tab sis tsis muaj chasing luv nqi.

Los ntawm kev hloov kho cov khoom:

Nyob rau hauv lub voj voog, qhov chaw muaj qhov sib txawv hauv qhov nqaim, nkag mus rau lub caij nyoog ntawm kev noj, kev lag luam kev lag luam yog tiaj tus, cov khoom muag ntawm cov tuam txhab tsim khoom qeeb mus, cov khoom muag ntawm cov tuam txhab tsim khoom hauv lub voj voog tau nce hauv qhov nqaim piv. nrog rau lub sijhawm dhau los, kev txaus siab ntawm cov chaw tsim khoom hauv qab kom tau txais cov khoom lag luam yog qhov phem dua, thiab cov neeg nruab nrab nkag mus rau qhov kev ntsuas nruab nrab ntawm lub hlis, cov khoom lag luam nyuaj nce, thiab cov khoom muag hauv qee qhov chaw tau nce. Lub Kaum Ob Hlis yog qhov kev noj haus ib txwm ua rau lub caij nyoog, los ntawm lub caij nyoog ntawm qhov pom ntawm cov xyoo dhau los, Lub Kaum Ob Hlis yog qhov qis tshaj plaws ntawm cov khoom muag txhua xyoo, cov neeg nruab nrab thiab cov chaw tsim khoom lag luam hauv qab yuav txo cov khoom muag rau lub hlis no, cov nyiaj rov qab, rau lub caij nplooj ntoos hlav noj mov tom ntej thiab xyoo tom ntej kom khaws cia lub zog, yog li nws xav tias nyob rau lub Kaum Ob Hlis Ntuj hauv tsev PP cov tuam txhab tsim khoom loj thiab cov tub lag luam cov khoom muag lossis yuav qeeb.

Los ntawm kev saib xyuas qhov xwm txheej:

Lub lim tiam no, cov cuab yeej daws teeb meem thaum ntxov tau rov pib dua, thiab kev saib xyuas cov khoom siv polypropylene hauv tsev poob me ntsis; Kev cuam tshuam los ntawm kev ua tsis tiav ntawm qee cov khoom siv hauv lub sijhawm luv luv pib thiab nres, superimposed ntawm Ningbo Jinfa thib ob-kab tshiab cov khoom siv, qhov pib load tsis siab, thiab qhov tsis zoo ntawm cov khoom siv polypropylene hauv tsev tau nce. Zuag qhia tag nrho, kev poob ntawm cov khoom siv hauv tsev polypropylene lub lim tiam no tseem nce ntxiv piv rau lub lim tiam dhau los. Nyob rau theem tom ntej, nrog rau cov cuab yeej daws teeb meem khiav hauv lub sijhawm luv luv, kev saib xyuas cov khoom siv polypropylene hauv tsev yuav poob me ntsis. Txawm li cas los xij, nyob rau hauv nruab nrab thiab ntev, txoj kev npaj tu txhua xyoo ntawm cov khoom siv polypropylene hauv lub Kaum Ob Hlis tau pib xaus, txawm hais tias qee cov khoom siv raug tso tseg thiab kho vim yog tus nqi thiab lwm yam, tab sis kev tu vaj tu tsev tseem tsawg thoob plaws hauv lub xyoo. Yog li ntawd, tag nrho cov poob yuav tsum poob mus rau ib ncig ntawm 180,000 tons rau lub lim tiam tom ntej. Kev txhawj xeeb txog cov khoom siv nres tsheb ib ntus.

Los ntawm txoj kev xav ntawm kev hloov pauv:

Polypropylene downstream nruab nrab kev khiav hauj lwm tus nqi ntawm 55.65%, nqis lub lim tiam dhau los, kev txhim kho xyoo-rau-xyoo. Vim tias qhov kev sib tw PP tsis ntev los no tseem tsis zoo, qhov kev kho qhov chaw, cov terminals tau ua raws li cov neeg pluag, feem ntau cov kev lag luam kev lag luam poob qis, kev lag luam pib kuj muaj ntau yam kev poob qis, tab sis PP tsis-woven vim huab cua thiab lwm yam. qhov xav tau qhov teeb meem yog OK, kev lag luam pib nce me ntsis.

Kev kwv yees yav tom ntej:

Thaum lub Kaum Ob Hlis, lub lag luam e-lag luam thiab ntau yam hnub so ntawm lub caij yuav khoom, kev lag luam ntim khoom lag luam hloov pauv tau zoo dua, cov chaw tsim khoom ntawm kev thov ntau lawm, cov nqi hauv cov txheej txheem ntawm kev poob qis hauv cov nqes nqe txais nqe nce, downstream centralized replenishment, midstream cov khoom muag tas li de -stocking yuav txhawb nqa tus nqi, nws yog kwv yees hais tias thaum kawg ntawm lub Kaum Ib Hlis mus rau thaum ntxov Lub Kaum Ob Hlis tus nqi kom tswj tau ib tug tsis muaj zog rebound qauv, Macro marginal tsis muaj zog thiab lub hauv paus siab nyob rau tib lub sij hawm nyob rau hauv kev ua lag luam, superimposed qhov cuam tshuam ntawm tus nqi pauv, luv- lub sij hawm saib tag nrho lub hli chaw rebound tsis loj.