Ke emi nei ka hana ʻana o ka lehu kohu hale i kēia pule, ua hoʻoiho ʻia ka hubei pālua, ʻo ka nissan 2000-2200 tons i kēia manawa, ʻo ke kumu kūʻai o ke kumu kūʻai o ka ʻoihana alkali i lalo, hoʻemi ʻia ke koi no ka lehu soda, ʻoi aku ka maikaʻi o ka hana alkali, akā maikaʻi ka hāʻawi ʻana o ka hui soda i kēia manawa. he mea ilihune, market instability, nawaliwali o ka downstream market, ka market mentality mea ole maikaʻi, e bearish i ke awakea.
I kēia manawa, māmā alkali 1700, kaumaha alkali 1800, ʻaʻole maikaʻi ka lewa mākeke, ʻoi aku ka nui o ka makemake o lalo, ua manaʻo ʻia e nāwaliwali ka hoʻopau ʻana, hoʻohui i ka hana ma Central Kina, ma ka ʻāina, māmā alkali 1450-1650 yuan / ton, kaumaha alkali 1650-1800 yuan / ton.Wait-a-ʻike, māmā market, hema Kina market consolidation hana, South China māmā alkali hale hana 1750, kaumaha alkali 1950, ke kumu kūʻai paʻa he haʻahaʻa, he pālahalaha ka mākeke, ka wā pōkole. Ua manaʻo ʻia ke ʻano he nāwaliwali a kūpaʻa.
Ka nānā 'ana i ka helu hana
I kēia pule ua hoʻonui ʻia ka nui o ka hana ʻana o nā ʻoihana soda i ka pule i hala, ʻo ka nui o ka hana i loko o ka pule ma kahi o 77.91%, ua holo mālie ke kumukūʻai kūloko o ka soda, ua hoʻokumu ʻia ka palena hana o nā ʻoihana soda, akā ʻo ka holoʻokoʻa. Ua nāwaliwali ke koi no ka soda, ua ikaika ka pāʻani ma waena o ka lako a me ke koi, paʻakikī ke hoʻomau ʻia ka piʻi ʻana o ka mākeke. , a e hooikaika mau ana ka makeke lohi.
Ka nānā ʻana i nā waihona
Ke hoʻomau nei ka ulu ʻana o ka waihona soda home pule i ka ulu ʻana, ma ka waena o ka huina o ka home i hōʻea i 118.27, i hoʻohālikelike ʻia i ka hoʻomaka ʻana o 23,900 tons, he piʻi o 24.29%, lohi ka deactivation inventory, a me ka helu hana o nā ʻoihana e hoʻomau i ka kiʻekiʻe- ka wikiwiki holo moku'āina, soda 'oihana hālāwai kūkā i manaʻo e kaupalena hana 20-30%, kekahi mau 'oihana i hui i ka pace.Single home soda market koi mea nawaliwali, lako a me ka koi i loko o ka stalemate, ua manaʻo ia i ka hou koi hoemi o ka soda. ʻO ka hoʻolako ʻana i ka mākeke soda a me ke kūʻē kūʻē koi.
Ka nānā 'ana a me ka ho'oku'u aku
Wahi a nā helu kuʻuna, i ka mahina ʻo Kepakemapa 2020, he 0.4723 tons ka lawe ʻia ʻana o ka soda lehu ma Kina, ka nui o ka lawe ʻana mai o 205329.13 tons, he $05700 ka nui o Sepatemaba, he $31.1496 miliona ka nui o ka lawe ʻana mai, Sepatemaba kumu kūʻai awelika o $12042.76 kumu kūʻai maʻamau o $ 151.71 / tona, ua hāʻule nā ​​​​mea lawe mai 98% a ua hāʻule nā ​​​​mea lawe mai 99.98% makahiki ma ka makahiki, accumulative total imports e 110.31% ma mua o ka manawa like i ka makahiki i hala.
Ka helu helu dute, i ka mahina o Kepakemapa 2020, ʻo ka lehu soda e hoʻokuʻu aku a Kina he 116871.00 tons, ka huina o ka lawe ʻia ʻana o 1107057.67 tons, ka nui o ka hoʻokuʻu aku o $ 2018103.5 i Kepakemapa, accumulative total export amount of dollars, exports in September awelika kumu kūʻai o $172 awelika. kumukūʻai o $167.80 / ton, ua hāʻule nā ​​​​mea kūʻai aku i ka 39.64%, hoʻokuʻu ʻia e 10.20%, i hoʻohālikelike ʻia i ka huina o ka lawe ʻana mai e 5.46% ma mua o ka manawa like i ka makahiki i hala.
ʻO ka ʻōlelo kūʻai ʻoihana koʻikoʻi kūloko
I kēia pule, ua paʻa ke kumu kūʻai o nā ʻoihana soda lehu, ʻo ke kumu kūʻai o ka soda lehu i kēia manawa i kahi pae paʻa, ke piʻi nei ka waihona. ʻaʻole maikaʻi ke ʻano.
Ka nānā 'ana i nā kumu ho'ololi o ka mākeke
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: i kēia manawa, ua hui kekahi mau ʻoihana i ka wikiwiki o ka hoʻokuʻu ʻana, ua hoʻolālā ʻo Jinshan Mengzhou mea kanu e hui pū me ka hui hoʻopaʻa hana i ka hopena o ka mahina, nāwaliwali ka hana mua o lalo, ua kiʻekiʻe ke kumukūʻai, ua loaʻa ka mākeke o lalo. 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 'ana lohi. 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 kumu kūʻai kūʻai kūʻai kūʻai kūʻai kūʻai hale kūʻai hou, ua pālahalaha ka mākeke kālepa, ʻoi aku ka maikaʻi o ka hana ʻana a me nā kūʻai aku. ʻO ka noi hope no ka soda lehu e make. , ma hope e pono e hoʻolohe i ka neʻe ʻana o ke kumu kūʻai o ka mākeke a me lalo, ka hana ʻoihana a me ka hoʻohana ʻana i ka hiki, ka ʻāina mākeke, e hoʻopilikia ke aniau i nā neʻe o ke kumukūʻai, e like me ka mākeke soda pōkole e hoʻomau i ke kūlana paʻa, ka hahai ʻana a hiki i pono e ʻike ʻia.
Mākeke outlook wānana
Comprehensive, soda lehu market 'aʻole wale ka kiʻekiʻe inventory kaomi, ka āpana kūkulu 'ia no hoi maikaʻiʻole, oiai kekahi mau hui i kaupalena hana hiki ke hoʻolilo i ka huahana hāʻule, akā, i ka maoli kuai ina aole i hoʻoholo 'ia, koena ma waena o ka lako a me ka koi e hou stalemate, ka downstream. market nawaliwali, kalepa no ke kū'ē 'ana i ke kiʻekiʻe manaʻo, i ka market holoʻokoʻa nawaliwali kuhikuhi development.Short - term soda lehu market kumukuai ua manaoia e holo nawaliwali.