[Nhanganyaya]: Muzvikamu zvitatu zvekutanga zvegore ra2023, mafambiro ese emitengo yemethanol yemuno akadzikira pakutanga ndokuzokwira, muhafu yekutanga yegore, mutsauko wemitengo wepari zvino wakaita purofiti yakanaka, uye kutenderera kwezvinhu kwakaramba kuri kwakasimba, zvichiita kuti hafu yekutanga yegore ive mwedzi wega wega pasi pekushanda kwakasimba; Futures yakadzoka muchikamu chechitatu, asi chiteshi chakavhura nzira yekuchengetedza yakawanda, uye nzvimbo yacho yakagumisa maitiro epamusoro-soro kwemwedzi inosvika gumi.
Kuchinja kwekushanda kwemusika mugore kunogona kukamurwa kuita zvikamu zviviri:
Danho rekutanga (Ndira 1 - Chikumi 12): Danho iri rekudonha kwemitengo yemafuta pasi rose rakadzikira, kunyangwe paine kukwira kwakanyanya panguva yekuderedzwa kwekugadzirwa kweOpec, asi nguva yakanga iri pfupi, uye nekukurumidza yakadonha zvakare nekuda kwekuoma kwekuteverwa kwekudiwa. Methanol futures padanho iri repfungwa huru yekutengeserana ioiri isina kucheneswa, kukwira kwemubereko weUnited States nezvimwe zvinhu zvikuru nemitengo (ndiko kuti, marasha), mitengo yemarasha inoramba ichidzikira (network iyi inoteedzera Inner Mongolia kusvika kumafekitori marasha akadzikira kusvika pakaderera pedyo ne620 yuan/ton), zvichitsigira kufamba kwemari kwemabhizinesi munzvimbo yekugadzira kuti adzoke, kupa zvinotarisirwa pasi pekumanikidzwa kwediski kunyangwe yakaderera nyowani, yakaderera yakadonha kusvika 1953 yuan/ton muna Chikumi.
Danho rechipiri (Chikumi 13 - Gunyana 28): danho iri remangwana remethanol rakadzikira, kudzikira kwakadzikama kwakaunzwa nepfungwa yemitengo kwakaguma, dhisiki yakaratidza rutsigiro rwakasimba muna 1950-2000 yuan/tani, uye pfungwa huru yekutengeserana yekudzoka kwaitarisirwa mukudiwa. Oiri isina kuchena muchimiro chekuwanikwa kushoma uye kudiwa kwakapfuura zvaitarisirwa, zvichikonzera kudzikira kuri kuramba kuchiitika kwezvinhu, zvichitsigira kukwira kwakasimba kwemitengo yemafuta; Methanol pachayo ndiyo inowanikwa nekudiwa kaviri, kuwanikwa kwemasheya nemidziyo mitsva kwasvika, asi zvinhu zviri muchitoro zvichiri pasi, musika unonzwisisa kuti kudiwa kwechinyakare kwakadzikama; Panguva imwe chete, kunyangwe huwandu hwepamusoro hwekutengeswa kwezvinhu zvinopinzwa kunze kwenyika huri matani mamiriyoni 1.3-1.4 pamwedzi, huwandu hwakaderera hwezvinhu zviri muchikamu chekutanga hunoita kuti musika ufunge kuti kumanikidzwa kwenzvimbo yechiteshi hakusi kukuru, uye kuwanikwa kwezvinhu zvinotenderera kwakaoma. Pamwe chete netarisiro yekutangiswazve kweXingxing neShenghong pamwe nekudzika kwakasimba kunotevera, chiteshi chengarava chinofanira kutsigirwa nekuwedzerwa kaviri kwemethanol mu macro uye kudiwa kwayo. Musi wa19 Gunyana, kudzoka kwepamusoro-soro kusvika 2662 yuan/ton.
Tichitarisira chikamu chechina chegore, huwandu hwezvinhu zvinopinzwa kubva muna Gumiguru kusvika Mbudzi huchiri kuenderera mberi padanho repamusoro rematani anopfuura mamiriyoni 1.3, kunyangwe musika uchitarisirwa kudzikira nekuda kwekusagadzikana kwezvirambidzo zvegasi zveIran muna Zvita, asi kuchengetwa kwemwaka kwakaderera pane mumakore apfuura. Pamusoro pezvo, mutengo wemusika wenyika muna 2023 wave uri mumamiriro akasimba, uye kunyange huwandu hwekudzokera kuJiangxi, Guangxi neHunan hwave huchiitika kakawanda kuSouth China. Zvinotarisirwa kuti munguva yechando ya2023, maitiro edunhu anogona kusiyana nemakore apfuura, musiyano wemitengo pakati pemachiteshi enyika huru neEast China ungave wakaoma kuwedzera kusvika kuhuwandu hwechiteshi chekutakura zvinhu zvenyika huru, bhodhi remangwana rinochengetedza mutengo wezvinhu zvinopinzwa munyika, une kumanikidzwa kwakanyanya, uye rutsigiro rwemari yemagetsi rwunounzwa nemafuta emarasha neoiri isina kuchena, uye zvinotarisirwa kuti methanol futures muchikamu chechina kana mukana mukuru wekusagadzikana kushoma.
Nguva yekutumira: Gumiguru-24-2023




