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ʻO ka wehewehe pōkole o ka mākeke lehu soda

ʻO kēia pule ka neʻe ʻana o ka mākeke soda hale maʻemaʻe, ka lewa kūʻai kūʻai, ke kūʻai ʻana ma lalo o ke koi, kūʻai makaʻala, kūʻai kūpaʻa soda lehu ma Kina i kēia manawa, kahi laina o ka hale hana alkali māmā alkali e hoʻopuni ana i ka mainstream i ke kumu kūʻai 1800-1900 yuan/ton. , alkali kaumaha ma kahi o 2200-22500 yuan/ton, maʻemaʻe ka lewa o ka mākeke, maikaʻi ka hoʻihoʻi ʻana i lalo, ma waena o Kina ka hoʻohui ʻana i ke kumukūʻai soda makeke, wahi māmā alkali mainstream ex-factory kumu kūʻai 1550-1650 yuan/ton, kaumaha alkali 1800- 1900 yuan/ton, pepa paʻa ma ka ʻaoʻao haʻahaʻa. E hoʻouna ikaika ana nā ʻoihana, ʻo kekahi mau ʻoihana e hoʻomalu i nā kauoha, paʻa ka hana makeke, ka hana hoʻohui ʻana o ka mākeke soda Kina hema, Guangdong māmā alkali hale hana ʻōlelo ma 1850-1900 yuan/ton, kaumaha. alkali 2100-2200 yuan/ton, paʻa haʻahaʻa, kūpaʻa mākeke, ua manaʻo ʻia e holo mālie ka mākeke soda laina pōkole.

Ka helu helu hana

I kēia pule, ua hāʻule ka nui o ka hana ʻana o nā ʻoihana soda, ua hāʻule ka nui o ka hana o kēlā me kēia pule ma kahi o 76.63%, ua hāʻule ke kumu kūʻai o ka soda home, ʻo ke kumu nui ʻo Shandong Haitian, Shandong Haihai, Tangshan Sanyou a me nā mahina mua ʻē aʻe nā degere o ka palena hana. aka, ua nawaliwali ka makemake holookoa no ka soda, ua ikaika ka paani ma waena o ka lako a me ke koi, ua paakiki ka pii ana o ka makeke e hoomau. e hoʻonui mālie ʻia, a e piʻi mau ana ka mākeke lohi.

Ka nānā ʻana i nā waihona

I kēia pule ke hoʻomau nei ka ulu ʻana o ka waihona lehu soda home, i ka hoʻomaka ʻana o ka mahina, ua hiki i ka nui o nā waihona waiwai kūloko i ka 951,600 tons, he piʻi o 446,400 tons i hoʻohālikelike ʻia me ka mahina i hala, he piʻi o 88.36%, wikiwiki ka hoʻopau ʻana i nā waihona waiwai. , a me ka helu o ka hana ana o na 'oihana e hoihoi kiʻekiʻe-wikiwiki holo moku'āina, soda lehu 'oihana halawai manao e kaupalena hana 20-30%, kekahi mau 'oihana ua hui i ka pace. stalemate, ua manaʻo ʻia ʻo ka hoʻemi ʻana o ka noi hou ʻana i ka hoʻolako ʻana i ka mākeke soda soda a me ke koi kū'ē.

I kēia pule, ua paʻa ke kumukūʻai hale hana o nā ʻoihana soda, ke piʻi nei nā kumukūʻai soda o kēia manawa i ke ʻano o ka paʻa ikaika, ua hāʻule nā ​​​​mea waiwai i kahi haʻahaʻa haʻahaʻa. e nānā i ke kūlana kiko'ī o ke kumukūʻai kiko a ma hope o ka ʻahaʻaina i ka hale kūʻai.

Ka nānā 'ana i nā kumu ho'ololi makeke

Ke kumu kūʻai: piʻi aʻe ka nui o ka mākeke paʻakai maka, piʻi nā kumukūʻai ma kekahi mau wahi, ʻaʻole i loli nui ka mākeke, hoʻolako nā mea hana a koi i ka pāʻani, he māmā ka hana o ka mākeke, maikaʻi ʻole i ka mākeke lehu soda.

ʻO ka ʻaoʻao hoʻolako: Ke kāhea nei ka hui ʻoihana soda lehu i kahi palena hana 20-30% i kēia mahina. kū'ē psychology, kū'ai 'a'ole ikaika, mea ho'ohana hope 'oi aku ka makaala e nana i ka makeke, 'o ka hoihoi o ka lawe waiwai 'a'ole i ki'eki'e. Inventory holo lohi. O ka upstream a me ka haʻahaʻa pāʻani e lilo i mea akaka loa. I ka wā pōkole, ʻo ka hana paʻa o ka ʻōlelo a nā mea hana soda home ka hana nui, a ke neʻe nei ke kikowaena kālepa o ka mākeke alkali kaumaha, a nāwaliwali ke kākoʻo mākeke.

ʻO ka ʻaoʻao koi: ʻo ke kumukūʻai kūʻai kūʻai kūʻai kūʻai kūʻai kūʻai kūʻai kūʻai hale kūʻai, ua pālahalaha ka mākeke kālepa, ʻoi aku ka maikaʻi o ka hana ʻana a me nā kūʻai aku. e pau ana ka noi hope no ka lehu kopa.

ʻO ka hoʻonui ʻana o ka hana a me ke kūʻai aku ʻana, hoʻonui mālie kekahi mau mea hana waiwai, ke kūʻai aku a me ke koi ʻana o ka stalemate, ma mua o kēia mahina, nāwaliwali ka noʻonoʻo mākeke, ma hope e pono e hoʻolohe i ka neʻe ʻana o ke kumu kūʻai o ka mākeke, ka hana ʻoihana a me ka hoʻohana ʻana i ka hiki. , ka ʻāina mākeke, e hoʻopilikia ka ʻino i nā neʻe ʻana o ke kumukūʻai, e like me ka mākeke soda no ka wā pōkole e hoʻomau i ke kūlana kūpaʻa, koi ʻia ka hahai ʻana e ʻike ʻia.

Mākeke outlook wānana

I ka hua'ōlelo, soda lehu inventory kiʻekiʻe, soda lehu makeke hou i loko o ka nawaliwali pae, ina ka hana ana 'aʻole e hoomalu pono, ka puka e hoʻomau i ka ala, lako a koi koena hou i loko o ka stalemate, ka downstream market hana. laula, oi kali-a-ike moku'āina, ka makeke e like me ka holoʻokoʻa i ka nawaliwali kuhikuhi.


Ka manawa kau: Nov-05-2020