Inkasta oo qeybtii labaad ee 2022, kiimikooyinka tamarta iyo badeecadaha kale ay galeen marxaladda sixitaanka, laakiin falanqeeyayaasha Goldman Sachs ee warbixintii ugu dambeysay ayaa weli ku nuuxnuuxsatay in qodobbada aasaasiga ah ee go'aaminaya kor u kaca kiimikooyinka tamarta iyo badeecadaha kale ee aan isbeddelin, weli waxay keeni doonaan soo celin dhalaalaya. sanadka soo socda.
Talaadadii, Jeff Currie, oo ah agaasimaha Goldman Sachs Badeecadaha Cilmi-baarista, iyo Samantha Dart, oo ah agaasimaha cilmi-baarista gaaska dabiiciga ah, ayaa rajeynaya cabbirka cabbirka ee badeecadaha waaweyn sida warshadaha kiimikada, Taas macnaheedu waa S&P GSCI Total Return Index waxay heli kartaa 43% dheeraad ah. sanadka 2023 dhabarka 20% lagu daray soo celinta sanadkan.
(S&P Kospi Total Commodities Index, isha: Maalgelinta)
Goday Sachs ayaa rajaynaya in suuqa rubuca hore ee 2023 laga yaabo in uu yeelan karo xoogaa kuuskuus ah macnaha hoos u dhaca dhaqaalaha, laakiin sahayda saliidda iyo sahayda dabiiciga ah ayaa sii wadi doona inay kor u kacdo.
Marka lagu daro machad cilmi-baadhiseed ee iibiyaha, raasamaalku waxa kale oo uu isticmaalayaa dahabka iyo qalinka dhabta ah si uu u muujiyo rajada mustaqbalka fog ee badeecadaha.Marka loo eego xogta ay maalgelisay Bridge Alternative, 15ka kulliyadood ee ugu sarreeya ee diiradda saaraya suuqa badeecadaha sanadkan, cabbirka hantida ay maamusho 50% ilaa $ 20.7 bilyan.
Goldman Sachs ayaa soo gabagabeeyey in iyada oo aan la helin raasamaal ku filan si loo abuuro awood wax-soo-saar qani ah, badeecaduhu waxay sii wadi doonaan inay ku dhacaan xaalad yaraan muddo dheer ah, qiimuhuna wuxuu sii wadi doonaa inuu kordho oo isbeddelo xitaa ka sii weyn.
Marka la eego bartilmaameedyada gaarka ah,Goldman Sachs waxa uu rajaynaya saliid cayriin, oo hadda dul wareegaysa $80 foosto, in ay kor u kacdo ilaa $105 dhammaadka 2023;iyo qiimaha gaaska dabiiciga ah ee Aasiya sidoo kale wuxuu ka kici karaa $ 33/million ilaa $ 53.
Mustaqbalka dhow, waxaa jiray calaamado soo kabasho oo suuqa karti leh, iyo kiimikooyinka ayaa kor u kacay.
Bishii Disembar 16, oo ka mid ah 110 alaabooyinka la socodka macluumaadka Zhuochuang, alaabada 55 ayaa kordhay wareeggan, xisaabinta 50.00%;26 badeecooyin ah ayaa si joogto ah u hagaya, oo xisaabiya 23.64%;29 badeecooyin ayaa hoos u dhacay, iyaga oo xisaabinaya 26.36%.
Marka loo eego alaabo gaar ah, PBT, filament polyester, iyo benhypenhydronic ayaa si cad loo soo kabsaday.
PBT
Dhawaan, qiimaha suuqa PBT ayaa kor u kacay, faa'iidada ayaa dib u soo ceshatay.Tan iyo December, warshadaha hore bilaabay hogaanka hoose si ay saarayaasha ah ee alaabta liiska dhagan, iyo in alaabta ceeriin BDO soo jiidan hawlgalka, argagax terminal in ay qaataan maskaxda alaabta kordhay, PBT kaalinta suuqa sahayda cidhiidhi, qiimaha kor u kacay wax yar, warshadaha macaash soo jeestay.
PBT saafiga ah resin qiimaha shaxda isbeddelka ee East China
POY
Ka dib "Golden Nine Silver Ten", baahida fiilooyinka polyester-ka ayaa si aad ah hoos ugu dhacay.Wax-soo-saarayaashu waxay sii wadeen inay sameeyaan kor u qaadida faa'iidada, iyo diiradda macaamilka ayaa sii socota inay hoos u dhacdo.Dhammaadkii Nofembar, diiradda wax kala iibsiga Poy150D wuxuu ahaa 6,700 yuan/ton.Bishii Disembar, iyadoo baahida terminal ay si tartiib tartiib ah u soo kabsatay, iyo qaabka ugu weyn ee fiilooyinka polyester-ka ayaa ahaa mid ballaaran oo socodka lacagta caddaanka ah, soosaarayaashu waxay ku iibinayeen qiimo jaban, warbixintana midba midka kale ayaa kor loo qaaday.Isticmaalayaasha hoose ayaa ka walaacsanaa in qiimaha wax soo iibsiga ee xilliga dambe la kordhiyay.Jawiga suuqa filaha polyester-ka ayaa sii waday inuu kordho.Bartamihii Disembar, qiimaha Poy150D wuxuu ahaa 7075 yuan/ton, koror 5.6% ah bishii hore.
PA
Suuqa benhynhydrate ee gudaha ayaa dhamaaday ku dhawaad laba bilood, suuquna waxa uu keenay hoos u dhac aad u wayn oo dib u soo kabasho ah.Tan iyo markii la soo galay usbuucan, oo ay saameysay dib u soo celinta suuqa benhypenichydrate, faa'iidada warshadaha benhypenhydrate ee gudaha ayaa soo hagaagtay.Waxaa ka mid ah, faa'iidada guud ee wax-soo-saarka muunadda benhypenhydrate ee deriska ah waa 132 yuan/ton, korodhka 568 yuan/ton laga bilaabo Disembar 8, hoos u dhacuna waa 130.28%.Qiimaha alaabta ceeriin ayaa hoos u dhacay, laakiin suuqa bonalide ayaa xasiloon oo dib u soo laabtay, iyo warshaduhu waxay isbeddeleen khasaare.Faa'iidada guud ee muunada pyrine waa 190 yuan/ton, korodhka 70 yuan/ton laga bilaabo Disembar 8, iyo hoos u dhac 26.92%.Inta badan waxaa sabab u ah qiimihii warshadaha alaabta ceeriin oo dib u soo laabtay, halka qiimihii suuqa ee benic anhydride uu aad sare ugu kacay, khasaarihii warshaduhuna uu yaraaday.
Waxaa hubaal ah, in ay jiraan falanqeeyayaasha qaarkood oo hadda u malaynaya in la dhayalsaday saamaynta dhaqaale-xumada.Ed Morse, oo ah madaxa cilmi baarista badeecadaha ee Citigroup, ayaa sheegay usbuucan kaliya in isbeddelka suurtagalka ah ee jihada suuqyada badeecadaha, oo ay ku xigto hoos u dhac caalami ah oo suurtagal ah, ay u horseedi doonto khatar alaab ah dabaqadda hantida.
Waa fiidnimadii waaberiga, iyadoo la sugayo baahida gunta, sida uu sheegay Youliao.2013, baahida Shiinaha waxaa saameeyay cudurka faafa, halka sicir-bararka sare uu si tartiib tartiib ah u xakameeyay baahida dibadda.Inkasta oo suuqu uu filayo in xawaaraha Fed uu hoos u dhigi doono, laakiin saameynta dhaqaalaha dhabta ah ayaa si tartiib tartiib ah u soo bixi doona, taasoo horseedaysa hoos u dhac dheeraad ah oo ku yimaada kobaca baahida.Dabcinta siyaasadda ka hortagga cudurrada faafa ee Shiinaha ayaa dardar gelisa soo kabashada, laakiin heerka ugu sarreeya ee caabuqa ayaa wali keeni kara caqabado muddo gaaban ah.Soo kabashada Shiinaha ayaa laga yaabaa inay bilaabato rubuci labaad.
Waqtiga boostada: Dec-22-2022