I. Pakati-kusvika-Kutanga-Gumiguru: Musika Zvikuru mune Yakashata Downtrend
Yakasimbiswa Bearish Factors
Ramangwana rePP rakachinja zvisina simba, kusapa rutsigiro kumusika wenzvimbo. Kumusoro kwepropylene kwakatarisana nekushaikwa kwekutakura, nemitengo yakataurwa ichidonha kupfuura kukwira, zvichikonzera kusakwana kwemutengo werutsigiro kune vanogadzira hupfu.
Supply-Demand Imbalance
Mushure mezororo, mazinga ekushanda evagadziri vehupfu akawedzera, zvichiwedzera kuwanikwa kwemusika. Zvisineyi, mabhizimisi epasi akanga atochengeta zvishoma zororo risati rasvika; mushure mezororo, vakangozadza masheya muhuwandu hudiki, zvichikonzera kuderera kwekuda kuita.
Mutengo Kuderera
Kubva ku17, mutengo wepamusoro wePP powder muShandong neNorth China waiva RMB 6,500 - 6,600 patani, mwedzi-pa-mwedzi kuderera kwe2.96%. Mutengo wepakati muEast China waive RMB 6,600 - 6,700 patani, kuderera kwemwedzi-pa-mwedzi kwe1.65%.
II. Chiratidzo Chinokosha: PP Powder-Granule Mutengo Wakapararira Wakatetepa Zvishoma Asi Wakaramba Wakaderera
Overall Trend
Zvose PP poda uye PP granules dzakaratidza kuderera kwemaitiro, asi kuderera kwehuwandu hwePP hupfu hwakanga hwakafara, zvichiita kuti pave nekudzoka kuduku mumutengo wakapararira pakati pezviviri.
Core Nyaya
Kubva ku17, mutengo wepakati wakapararira pakati pezviviri izvi waingova RMB gumi patani. PP poda ichiri kutarisana nekukanganisa mukutakura; mabhizinesi ari pasi pemvura ainyanya kusarudza magranules pachinzvimbo chehupfu kana uchitenga zvigadzirwa, zvichikonzera kushomeka kwerutsigiro rwemaodha matsva ePP hupfu.
III. Supply Side: Operating Rate Rebound kubva Mwedzi Wapfuura
Zvikonzero zveKuchinja-chinja Kwechiyero Chekushanda
Muchikamu chekutanga chenguva, mabhizinesi akadai saLuqing Petrochemical uye Shandong Kairi akatangazve kana kuwedzera PP kugadzirwa kwehupfu, uye Hami Hengyou akatanga kuedza kugadzirwa. Muchikamu chepakati, mamwe mabhizinesi akadzikisa mutoro wekugadzira kana kuvhara, asi mabhizinesi anosanganisira Ningxia Runfeng neDongfang akatangazve kugadzirwa, achibvisa kukanganisa kwekucheka kwekugadzira.
Final Data
Kuwanda kwekushanda kwePP powder pakati pekutanga kweOctober kubva ku35.38% kusvika ku35.58%, kuwedzera kweanenge 3 muzana yezvikamu zvichienzaniswa nekupera kwemwedzi wapfuura.
IV. Market Outlook: Hapana Akasimba Akanaka Madhiraivha muNguva pfupi, Inoenderera isina Kusimba Kuchinja
Cost Side
Munguva pfupi, propylene ichiri kutarisana nekumanikidzwa kukuru kwekutakura uye inotarisirwa kuramba ichichinja-chinja, ichipa rubatsiro rusina kukwana rwePP powder.
Supply Side
Hami Hengyou anotarisirwa kutanga kugadzirwa kwakajairika uye kutumira zvishoma nezvishoma, uye Guangxi Hongyi yatanga kugadzira PP hupfu pamitsara miviri yekugadzira kubva nhasi, saka kuwanikwa kwemusika kunotarisirwa kuwedzera.
Demand Side
Munguva pfupi, kudiwa kwepasi kuchanyanya kuve kudiwa kwakaoma pamitengo yakaderera, paine nzvimbo shoma yekuvandudza. Kukwikwidza kwakaderera-mutengo pakati pePP poda uye granules kuchaenderera; uyezve, kutarisisa kunofanirwa kubhadharwa kune kutyaira kweiyo "Double 11" kukwidziridzwa pane epurasitiki weaving chigadzirwa.
Nguva yekutumira: Oct-20-2025