Yilning birinchi yarmidagi vaziyatdan ko'ra, qayta ishlangan PPning asosiy mahsulotlari asosan foydali holatda, lekin ular asosan 100-300 yuan / tonna oralig'ida o'zgarib turadigan past foyda bilan ishlaydi. Samarali talabning qoniqarsiz kuzatilishi sharoitida, qayta ishlangan PP korxonalari uchun foyda kam bo'lsa-da, ular operatsiyalarni saqlab qolish uchun jo'natish hajmiga tayanishi mumkin.
2024 yilning birinchi yarmida asosiy qayta ishlangan PP mahsulotlarining o'rtacha foydasi 238 yuan / tonnani tashkil etdi, bu o'tgan yilga nisbatan 8,18% ga o'sdi. Yuqoridagi jadvaldagi yilga nisbatan 2024 yilning birinchi yarmida qayta ishlangan HP mahsulotlarining daromadlari 2023 yilning birinchi yarmiga nisbatan 2023 yilning birinchi yarmiga nisbatan yaxshilandi, asosan, pelletning tez pasayishi tufayli yaxshilandi. o'tgan yilning boshida bozor. Biroq, qishda xom ashyoni etkazib berish bo'sh emas va narx narxi pasayadi, bu granulalar foydasini siqib chiqardi. 2024 yilga yaqinlashganda, quyi oqimning talabi o'tgan yilning zaifligini davom ettiradi, bu tartibda yaxshilanadi. Operatorlarning kuchli umidvorligi engillashtirildi va operatsiyalar konservativ hisoblanadi. They usually choose to flexibly adjust production, focusing on shipment volume while ensuring gross profit.
Looking at the first half of the year, most downstream manufacturers of recycled PP did not release new orders quickly, with urgent needs for replenishment and slightly lower operating rates compared to previous years. Traditional industries such as plastic weaving and injection molding had operating rates of less than 50%, resulting in poor demand performance and a lack of enthusiasm for purchasing recycled materials. Yilning ikkinchi yarmida ichki iqtisodiyot tarkibiy tiklanishini davom ettirishi mumkin, ammo pastarchilikning haqiqiy oqimi ko'rinadi va ehtiyotkorlik bilan sotib olish tuyg'usi bor, bu esa bozorga kuchli kuchayish ehtimoli yuqori .
Ta'minot yonida istiqbolli, qayta ishlash ishlab chiqaruvchilari foydalanishga moslashuvchan munosabatni saqlab qolish va bozorga salbiy ta'sirini kamaytirishga harakat qilishlari mumkin. Oddiy qilib aytganda, etkazib berish va talab o'rtasidagi nisbiy muvozanatni ta'qib qilish, etkazib berish tomonining o'sishi talabga nisbatan qo'shimcha o'sish ko'proq cheklangan. In addition, the supply of upstream raw materials is not loose, and in the short term, there may be hoarding operations. "Oltin sentyabr va kumush oktabr" ning ikkinchi yarmida "Oltin sentyabr va kumush oktabr" cho'qqisiga chiqish bilan narx ko'tarilishi mumkin, bu narxlarning oshishi uchun joy bo'lishi mumkin, bu qayta ishlangan pp zarralarini taklif qilishni ta'minlaydi. Ammo shuni ta'kidlash kerakki, bozor o'sib borayotgan bo'lsa, xom ashyo xaridlari xarajatlari odatda zarrachalarning narxi oshganidan ko'ra bir oz ko'proq yoki hatto bir oz ko'proq; Bozorning pasayishi davrida xom ashyo tovarlarning etishmasligi tomonidan qo'llab-quvvatlanadi va pasayish odatda zarrachalar narxlarining pasayishidan biroz kichikroq. Shu sababli, yilning ikkinchi yarmida past foyda olish holatini buzish uchun qayta ishlangan pp mahsulotlarini etishtirish qiyin kechishi mumkin.
Overall, due to flexible supply control and the possibility of oversupply, the price resilience of recycled PP products has increased with limited fluctuations. It is expected that the mainstream prices of recycled PP products will rise first and then fall in the second half of the year, but the average price may be slightly higher than in the first half, and market participants may still focus on maintaining stable volume strategies .
Xabar vaqti: 29-iyul-2024