I. Mutengo Yambiro
Zvichangoburwa Mutengo Wakashata:Kubva muna Nyamavhuvhu, mitengo yepolyester filamentuye staple faibha (kiyi mbishi zvinhu zvemucheka wepolyester) zvakaratidza kudzikira. Semuenzaniso, mutengo wekuenzanisa wepolyester staple fiber paBusiness Society waive 6,600 yuan/ton pakutanga kwemwedzi, uye wakadzikira kusvika pa6,474.83 yuan/ton pakasvika Nyamavhuvhu 8, nekudzikira kwakawedzera kunosvika 1.9%. Kubva muna Nyamavhuvhu 15, mitengo yakataurwa yePOY (150D/48F) kubva kumafekitori makuru epolyester filament mudunhu reJiangsu-Zhejiang aibva pa6,600 kusvika pa6,900 yuan/ton, ukuwo polyester DTY (150D/48F yakaderera elasticity) yakataurwa kusvika 7,80D yuan/50D F. (150D/96F) pa7,000 kusvika 7,200 yuan/ton-zvose izvi zvakaona kuderera kwakasiyana-siyana zvichienzaniswa nenguva yakafanana gore rapfuura.
Mutengo Wekudivi Rutsigiro:Mitengo yemafuta epasi rose parizvino iri kuchinjika mukati memhando nekuda kwezvinhu zvakaita sekunetsana kweRussia-Ukraine uye OPEC + marongero, kutadza kupa yakasimba uye yakasimba mutengo rutsigiro rwekumusoro kwejira repolyester. Kune PTA, kuburitswa kwehunyanzvi hwekugadzira hutsva kwakawedzera kugovera, zvichigadzira kudzvanywa pakuwedzera kwemutengo; ethylene glycol mitengo zvakare inotarisana nerutsigiro rusina simba nekuda kwekuderera kwemafuta asina kuchena uye zvimwe zvinhu. Pamwe chete, iyo mutengo wedivi rejira repolyester haigone kupa yakasimba pasi pemitengo yayo.
Supply-Demand Imbalance Inorambidza Mutengo Kudzokororwa:Kunyangwe iyo yakazara heta yepolyester filament parizvino iri padanho rakaderera (POY inventory: 6-17 mazuva, FDY inventory: 4-17 mazuva, DTY inventory: 5-17 mazuva), iyo yakadzika machira uye indasitiri yembatya iri kusangana nemirairo yakaderedzwa, zvichikonzera kudzikira kwehuwandu hwekushanda kwemabhizinesi asina kusimba uye mabhizinesi ekuruka. Pamusoro pezvo, kuburitswa kwehunyanzvi hutsva hwekugadzira kunoramba kuchiwedzera kudzvanywa. Iyo yakakurumbira yekugovera-yekuda kusaenzana muindasitiri inoreva kuti yakakosha-yenguva pfupi mutengo rebound haigoneke.
II. Stocking Recommendations
Yenguva Pfupi Yekuchengetera Mari: Tichifunga kuti nguva iripo inotaridza kupera kwechinyakare kure-mwaka, pasina kudzoreredza kwakanyanya mukudiwa kwakadzika, mabhizinesi ekuruka achiri kubata yakakwira grey machira ekugadzira (anenge mazuva makumi matatu nematanhatu. Mabhizinesi anofanirwa kudzivirira masheya ane hukasha uye panzvimbo pacho anotarisa pakutenga chete zvakakwana kuti asangane nekuomarara kwemavhiki 1-2 anotevera, kudzivirira njodzi yekudzokera shure. Zvichakadaro, ramba uchitarisa mafambiro emitengo yemafuta asina kuchena uye chiyero chekutengesa-kune-kugadzirwa kwemafekitori epolyester filament. Kana mafuta asina kuchena akadzoka zvakanyanya kana chiyero chekutengesa-kune-kugadzirwa chepolyester filament chikakwira zvakanyanya kwemazuva akati wandei akateedzana, funga zvine mwero kuwedzera kuwedzera huwandu.
Yepakati-kusvika-Yakareba-Yenguva Yekutengesa Nguva:Nekusvika kwe "Golden September neSilver October" mwaka wepamusoro wekushandisa zvipfeko, kana kudiwa mumusika wembatya wepasi kuchikwira, zvinokwidza kudiwa kwejira repolyester uye zvinogona kukonzera kudzokororwa kwemutengo. Mabhizinesi anogona kunyatso tarisisa kukura kwemachira epolyester machira pamusika kubva mukupera kwaNyamavhuvhu kusvika kutanga kwaGunyana. Kana materminal maodha akawedzera uye chiyero chekushanda kwemabhizinesi ekuruka chikakwira zvakanyanya, vanogona kusarudza kuchengetedza pakati nepakati-kusvika-refu-refu-yenguva refu yezvigadzirwa zvemachira mitengo isati yawedzera zvakanyanya, mukugadzirira kugadzirwa kwemwaka wepamusoro. Nekudaro, vhoriyamu yekuchengetera haifanirwe kudarika iyo yakajairwa kushandiswa kweinenge mwedzi miviri, kudzikisira njodzi yekuchinja kwemitengo kunokonzerwa nekudzikira-kupfuura-inotarisirwa peak-mwaka kudiwa.
Kushandisa Risk Hedging Tools:Kune mabhizinesi eimwe chiyero, maturusi emusika emangwana anogona kushandiswa kuvharira njodzi dzinogona kuitika dzekuchinja kwemitengo. Kana kuwedzera kwemutengo kuchitarisirwa munguva iri kuuya, zvakakodzera kutenga makondirakiti emangwana ekuvhara mumitengo; kana kuderera kwemutengo kunotarisirwa, tengesa zvibvumirano zveramangwana kuti udzivise kurasikirwa.
Nguva yekutumira: Aug-21-2025