KafitjhazanaUkubuyekezwa okujulileko kwebubulo kwangomhlana ama-22 kuNobayeni: Imakethe ye-monoethylene glycol (MEG) ye-China sele ifinyelele esigabeni sokutjhuguluka ngemva kokuthi isizini ephezulu ye-“Golden September” yehlulekile ukufeza lokho okulindelweko. Izinga lokusebenza elipheleleko le-polyester yehlele ku-74.2%, ngokusikwa okujulileko kokukhiqiza eengcenyeni ezifana nentambo ye-filament. Amayunithi wangekhaya asekelwe ku-ethylene kanye namalahle ukuya ku-MEG athome kabutjha ngamaqhema, akhuphule ukunikelwa koke. Amachweba amakhulu we-East China aqede ukulandelana kweemveke ezi-8 ezilandelanako begodu arekhoda ukwakhiwa kwawo kokuthoma okuncani. Isivumelwano esikhulu se-MEG sesikhathi esizako sivalwe pheze nge-3% phasi ngelanga, ngokuvumelana okubanzi kwemakethe kobana umjikelezo wokubuthelela i-inventory uzokuthoma nge-Q4, okubeka umfutho ongapheliko wokwehla ekulinganiseni intengo.

Ukuhlolisisa iMaketheMhlana amalanga ama-22 kuNobayeni, imakethe ye-MEG yangekhaya ye-China itlolise ukutjhuguluka okucacileko. Njengombana amaphrimiyamu wobungozi bezepolotiki aragela phambili nokuphela begodu "ukukhuphuka kokunikelwa, ukwehla kwesidingo" isikhala sezisekelo zebubulo sakhula, isivumelwano sesikhathi esizako se-MEG esidosa phambili sithengiswe phasi kiyo yoke iseshini begodu sivale phasi nge-3%, kwasula iinzuzo zokubuya emavikini amabili adlulileko. Imakethe ye-spot yehle ngokulandelana: intengo yokubonisana nge-spot e-East China yehlela phasi, abathengisi batjengisa ukuzimisela okukhulu ukuthengisa, begodu abathengi abasehla bafaka ama-oda amancani ahlakazekileko ngeemfuno eziqinileko, okutjhiya umuzwa wemakethe woke utjhejile.

Ihlangothi lokuphakela: Ukuvuselelwa okuzinzileko ekusetjenzisweni kweyunithi yangekhaya, ukufika okuphasi kokungeniswaUkuphakelwa okukhulako kube mtjhayeli omkhulu wokutjhuguluka kokuphakelwa nokufunwa. Amayunithi we-MEG asekelwe ku-ethylene, asekelwa kuphakelwa kwe-ethylene ephezulu kanye nokubuyisa amazinga wokucubungula, agcine izinga eliphezulu lokusebenza elingaphezu kwama-82%, lapho iinsetjenziswa ezinengi ezikulu zisebenza ngokuzeleko. Emayunithi wamalahle ukuya ku-MEG, iinsetjenziswa ezinengi eTlhagwini-Tjingalanga neTlhagwini ye-China ebegade zivaliwe ngebanga lokulahlekelwa nokutlhogonyelwa okujayelekileko zathoma kabutjha khulu phakathi nenyanga kaKhukhulamungu, okwenza bona kube nokuvuselelwa okurhabako kokusetjenziswa kwamalahle. Izinga lokusebenza le-MEG lezwe loke likhuphuke ngamaphesente ama-4 ngeveke ngeveke, begodu umkhiqizo wangekhaya ngeveke ukhuphuke khulu.

Ngapha nangapha kokungeniswa kwempahla, ukufika kwakaSeptemba emathekwini we-East China kwahlala kuphasi ngebanga lokutlhogonyelwa kwamayunithi wangaphetjheya, ukulibaziseka kokuthunyelwa kanye nokutjhuguluka kokugeleza kwemithwalo ephasini loke, lapho inani lokungeniswa kwempahla qobe veke lehla nge-8% ngeveke ngeveke. Nanyana kunjalo, umkhiqizo wangekhaya okhulako uvale ngokupheleleko isikhala sokungeniswa kwempahla, okurholele ekukhuphukeni okupheleleko kokunikelwa kwangaphakathi. Amayunithi amanengi asekelwe emalahleni ahlelelwe ukukhuphukela emandleni apheleleko ngaphambi kukaNobayeni, okuzokuqinisa ukugandeleleka kwehlangothi lokuphakelwa.

Ihlangothi lokufunwa: Ukulindela kwesikhathi esiphezulu okuhlulekileko, iimpendulo ezingakalungi zirhatjheka ngaphakathi kweketangoUbuthakathaka beemfuno sele bujulile, begodu isizini ephezulu yokusetjenziswa kwe-“Golden September, Silver October” yesiko yehlulekile ukufezeka. Izinga lokusebenza kwe-polyester elipheleleko lehlele ku-74.2%, ngaphasi kwezinga elijayelekileko lesikhathi esiphezulu sesikhathi lesi begodu ngaphasi kwezinga eliphasi lokusebenza ngesikhathi samaholideyi weNtwasahlobo. Ngokwesigaba, intambo ye-polyester ibone ukwehla okukhulu ekusetjenzisweni, ihlaselwe zii-oda ezibuthakathaka zokuthunyelwa ngaphandle kweengubo zokugcina kanye nezambatho kanye nesidingo esithambileko sangekhaya. I-staple fibre kanye ne-bottle-grade polyester zihlale ziqinile kodwana ziye zehlisa umkhiqizo ngamazinga ahlukileko.

Impendulo engakalungi iragela phambili nokudlulisa emkhakheni wezebubulo: iindawo zokuluka zabasebenzisi bokugcina ziphethe iinthombe eziphezulu zendwangu empunga begodu zizabalaza ukuphakamisa amazinga wokusebenza, okwenza bona abakhiqizi be-polyester bakhuphuke ngesitoko sempahla eqediweko kanye nokunciphisa amazinga wokucubungula. Inengi lamabhizinisi we-polyester sele amukela iqhinga "lokuthenga ngokufunwa, ukulawula i-inventory yezinto ezisetjenziswako", ukugcina i-MEG feedstock inventory iphasi emalangeni ali-10 ukuya keli-12 ngaphandle kokuzimisela ukubuyisela iinsetjenziswa. Lokhu kuqeda ngqo ukusetjenziswa kwe-MEG, begodu akukho ukubuyiselwa kwesidingo okulindelweko esikhathini esifitjhani.

Ukutjhuguluka kwe-Inventory: Amachweba we-East China Aqeda ukususwa kwe-8-week, umjikelezo wokwakha i-inventory uqinisekisiweUkuthuthukiswa kwe-inventory kuqinisekise ngokusemthethweni iphuzu lokutjhuguluka kokunikelwa nokufunwa. Iveke le, amasheya we-MEG emachwebeni amakhulu we-East China aqede umkhuba wokukhipha isitoko amaviki abunane alandelanako begodu atlolise ukwakheka okuncani, akhuphuka ngamathani angaba ma-20,000 iveke ngeveke. Nanyana ama-inventory wetheku ahlala aphasi nayiqathaniswa nesikhathi esifanako eminyakeni esanda kwedlula, okunikela ngokusekelwa okuthileko kwamanani we-spot, ukuvela komkhuba wokwakha kutjengisa bona imakethe itjhugulukile ukusuka "ebhalansini eqinileko" ukuya "ekulindelweni okukhululekileko".

Khatheso, amavolumu wokulandwa kwetheku qobe veke wehla ngeveke ngeveke, okutjengisa ukuzimisela okubuthakathaka kokuthenga emagayeni we-polyester aphasi kanye nejubane eliphasi lokuthenga ngokufunwa okuqinileko. Njengombana umkhiqizo weyunithi wangekhaya uragela phambili nokukhula begodu ukufika kwezinto ezibuya ngaphandle kulindeleke bona kubuyele emuva kancanikancani ku-Q4, imakethe ilindele khulu bona iinsetjenziswa zetheku zingene esigabeni sokubuthelela esiragela phambili.

Iindleko namamargini: Ukuhlukana kwenzuzo kizo zoke iindlela, ukuthamba kokuphakelwa kuyavelaUkuhlukana kwenzuzo kizo zoke iindlela zokukhiqiza nakho kubumba ijubane lokukhula kokunikelwa. Nge-MEG esekelwe ku-ethylene, ukwehla kwamanani we-ethylene weentjhabatjhaba kwehlise ukugandeleleka kweendleko begodu kwabuyisela amazinga wokusebenza, okwenza bona iinkhuthazo zabakhiqizi zibe phezulu. Emalahle ukuya ku-MEG, intengo yamalahle wekhaya ihlale iqinile, begodu ukubuya kwangaphambilini kwamanani we-MEG kunciphise ukulahlekelwa kwamayunithi asekelwe emalahleni, okuvuse igagasi lokuqalisa kabutjha nokuvula ukuthamba kwehlangothi lokuphakelwa. Ukubogaboga kokusekelwa kweendleko nakho kuvule amanye amagumbi weentengo ze-MEG.

I-Outlook ne-Procurement AdviceNasiqala phambili ku-Q4, umkhuba wokwakha i-MEG inventory usungulwe ngokubanzi phakathi kokukhula kokunikelwa nokufunwa okuthambileko, okubeka umfutho wehla esikhungweni sentengo. Esikhathini esifitjhani esifitjhani, ama-inventory aphasi we-port azokunikela isekelo elithileko emanani we-spot, begodu imakethe ingathengisa ngebanga elinokungakhethi okuthambileko. Esikhathini esiphakathi, njengombana ukubuthelela kwepahla kujula, ukulinganisa intengo kuzokuhlala ngaphasi kwengcindezi.

Kubathengi be-B2B namakhasimende wokurhweba, sincoma ukubeka phambili ukuthengwa okuqinileko okwamanje nokusebenzisa ukutjheja ekwakheni ama-inventory amakhulu. Kuyalulekwa ukutjheja idatha ye-port inventory yangeveke kanye namazinga wokusetjenziswa kwe-polyester, begodu ubuyisele isitoko ngamaqhema ngemva kokuthi umkhuba we-inventory uqinisekiswe ngokuzeleko begodu intengo yehle ibe sezingeni elihle. Eenkontilekeni zesikhathi eside, amamodeli weentengo ahlotjaniswa nesikhathi esizako angasetjenziswa ukuvikela ngcono ukuguquguquka kwentengo.