Bhero reGore Idzva rava kuda kurira.Tichitarisa kumashure muna 2021, dambudziko rinodzokororwa rinokonzeresa, kukwira kwemitengo yezvinhu, uye mutemo weChina wekutonga kwesimba rekushandisa simba, cheni yeindasitiri yenylon yakakanganiswa.Kudzvinyirirwa kwekushanda kwebhizinesi hakuremekedzi, uye kumanikidzwa kwemakwikwi mumakemikari uye machira nemakemikari fiber industries hazvidzivisiki.Mutambo uri pakati pekukwira nekudzika, vakwikwidzi vezera wagara uchityisa.
Asi chiri kushamisa ndechekuti pakupera kwegore, CPL uye chip zvidyarwa zvanga zvichifamba zvakanaka zvine mwero wepamusoro wekushandisa uye yakaringana purofiti margin, inogona kuenderera kusvika mushure meMutambo weChirimo.
CPL uye chip zvidyarwa zvinochengetedza yakaderera stock, yakakwirira kumhanya chiyero uye yakakwira purofiti pakupera-2021
Isu tataura mune insight report"CPL & PA6 pinda rebalance kusvika kumagumo-2021"Yakaburitswa mukupera kwaMbudzi kuti CPL nenylon 6 chip zvidyarwa zvicharamba zvichikwidza chiyero chekushanda uye maitiro ekuda-kudiwa achapinda munguva yekuenzanisa.Kwemwedzi mumwe chete, kushanda chaiko kweCPL nenylon 6 chip zvidyarwa zvakaratidza maitiro aya, uye zvinoshamisa,zvese CPL uye chip inventory zvinochengetwa zvakaderera, uye purofiti margin muCPL uye nylon 6 chip link ichiri yakanaka.
Pane zvikonzero zviviri zvinotsigira mhedzisiro iri pamusoro.
Chekutanga, zvigayo zvechipu pasi pemvura zvakange zvakabata mashoma emapolymer stocks muna Mbudzi, uye akange achiwedzera kushanda muna Zvita, apo musika wakarova pasi uye wakawedzera uye zvidyarwa zvechip chip zvakawedzera mwero wekushanda.
Chechipiri, CPL chirimwa kushanda kwanga kusina kunaka muna Zvita.Vatengesi vakuru vanosanganisira Luxi Chemical, Hualu Hengsheng, Hubei Sanning uye Sinopec Baling Hengyi vakachinjana kuvhara kana kucheka kugadzirwa mumwedzi uye zvakakonzera chiyero chakasimba mumusika weCPL.
Mari dzekushanda dzakakwirira:
Iyo chati iri pamusoro inoratidza mashandiro eCPL uye nylon 6 chip zvidyarwa, izvo zvanga zvichikwira zviri pachena muna Mbudzi-Zvita 2021.
Zvidyarwa zveCPL zvave kushanda paavhareji ye75%, iyo isiri chiyero chepamusoro munhoroondo.Nekudaro, tichifunga kuti iyo yeHaili Chemical (400kt/gore), Inner Mongolia Kingho (100kt/gore), uye Sinopec Shijiazhuang Refinery (100kt/gore) yakavharwa nekuda kwekumanikidza majeure, uye mazhinji ezvimwe zvinomera zviri kumhanya zvakanyanya. rates.
Kumhanya kwenylon 6 chip zvidyarwa kwave kukwira zvakanyanya muna Mbudzi naZvita, kubva pa61% kusvika 76%, kunyanya senylon 6 yakajairwa spinning chip zvidyarwa zvakakwidza avhareji yavo yekumhanya kubva pa57% mukupera-Gumiguru kusvika 79% kusvika kupera kwaZvita, uye panguva imwe chete iyo yenylon 6 yakakwirira-speed spinning chip plant yakakwira zvine mwero kubva pa66% kusvika pa73%.
Yakakwira profit margin:
Vagadziri veCaprolactam vakafarira purofiti yakawanda muhafu yechipiri yegore sezvo mutengo wakapararira nebenzene uchiramba uchiwedzera.
Sezvakakurukurwa munyaya yapfuura”Mari inobatsira yenylon 6 CS chip inogoneka kana kwete”, Naironi 6 vakajairwa kuruka chip suppliers vanga vachinakirwa nepurofiti muchikamu chechina cha2021. Nylon 6 high-speed spinning chip plants'margin haina kusimba nekuda kwekugadzikana kwekugadzirisa margin kwakavakirwa pachibvumirano cheCPL.
Pamberi peCNY, CPL inogona kuchengetedza chiyero chakasimba, maitiro emitengo anoramba akatsiga
Zvichienderana nemamiriro ataurwa pamusoro apa, tiri kutarisira Mutambo weChirimo (kupera-Ndira kusvika kutanga kwaFebruary).
Chekutanga, zvichibva pane yakaderera stock uye yakakwira purofiti, nylon 6 chip zvidyarwa zvinogona kuenderera mberi nehupamhi hwekushanda uye kudzoreredza CPL zvine mwero muna Ndira 2022.Pachine zvimwe kusagadzikana kwakatenderedza zororo, senge stock management, kushanduka kwemitengo mushure mezororo uye kudiwa pasi pedenda.Asi zano rekushanda rezvidyarwa zvepolymer rine chokwadi kusvika pari zvino, kuti vacharamba vachimhanya pamwero wazvino wakakwira, uye vanoda kuzadza caprolactam pamberi pe2022 Spring Festival, seBeijing Winter Olympics uye kutonhora kwemamiriro ekunze kuNorth China kunogona kudzikisira. pasi CPL kugadzirwa uye Logistics.Kuti ive nechokwadi chekupihwa chikafu, zvidyarwa zvepolymer zvinogona kugadzirira CPL yakakwana pakati paNdira.
Pamusoro pezvo, kana nylon 6 chip plant'operating rate yakasungirirwa pa76%, uye zvidyarwa zveCPL zvichiramba zvichimhanya zvichisvika 78%, musika weCPL uchiri pasi pesimba rakasimba uchipihwa kugona kwavo.Saka zvakaoma kuti CPL inventory iunganidze.
Chechipiri, kumusoro kwemafuta asina kuchena uye musika webenzene uri munguva yebullish, uye kunyangwe kuine kudzika kwakasimba kubva kune yakawanda kubva kunze kwenyika benzene muna Ndira, inogona kusaremedza mutengo webenzene zvakanyanya.Kudzikira zvine mwero mubenzene hakugone kukonzeresa CPL musika, iri pane yakanaka yakakosha.
Chechitatu, kubva pamaonero epfungwa, yapfuura bearish pesvedzero iri kudzikira.Kudzikira kweCPL muna Gumiguru-Mbudzi 2021 kwaive kune imwe nhanho yakapesvedzerwa nenhau dzekuuya kwehunyanzvi, izvo zvakakanganisa mafungiro evatambi panguva iyoyo, kunyanya vasati vaburitswa.Asi mushure menguva yekushanda, zvigadzirwa kubva kumiti mitsva zvakawana yakadzikama mhando uye yakakodzera mitengo chinzvimbo mumusika, uye simba rayo pamafungiro riri kudzikira.Kubva pane ino maonero, iyo bearish pesvedzero yeCPL nyowani hunyanzvi iri kudonha pasi.
Saka muchidimbu, musika weCPL unogona kuchengetedza purofiti yakakwira uye yakaderera chimiro pamberi pe2022 Spring Mutambo, uye inogona kupa hwaro hwakasimba hwepasi pepolymer musika.
Kubva kuChinatexnet.com
Nguva yekutumira: Jan-04-2022