Nubwo igice cya kabiri cya 2022, imiti y’ingufu n’ibindi bicuruzwa byinjiye mu cyiciro cyo gukosora, ariko abasesenguzi ba Goldman Sachs muri raporo iheruka bakomeje gushimangira ko ibintu by’ibanze byerekana izamuka ry’imiti y’ingufu n’ibindi bicuruzwa bitahindutse, bizakomeza kuzana inyungu nziza umwaka utaha.
Ku wa kabiri, Jeff Currie, umuyobozi w’ubushakashatsi bw’ibicuruzwa bya Goldman Sachs, na Samantha Dart, umuyobozi w’ubushakashatsi bwa gaze gasanzwe, bateganya ko ibipimo ngenderwaho by’ibicuruzwa binini nk’inganda z’imiti, bivuze ko igipimo cy’inyungu cya S&P GSCI gishobora kunguka 43% muri 2023 inyuma ya 20% wongeyeho kugaruka uyumwaka.
(S&P Kospi Igipimo Cyibicuruzwa Byose, isoko: Ishoramari)
Gumusaza Sachs ateganya ko isoko mu gihembwe cya mbere cya 2023 ishobora kuba ifite ibibazo mu rwego rwo kudindiza ubukungu, ariko itangwa rya peteroli na gaze gasanzwe rizakomeza kwiyongera.
Usibye ikigo cy’ubushakashatsi cy’umugurisha, igishoro nacyo gikoresha zahabu na feza kugira ngo kigaragaze ko gifite icyizere kirekire ku bicuruzwa.Dukurikije imibare yashowe na Bridge Alternative, kaminuza 15 za mbere zibanda ku isoko ry’ibicuruzwa muri uyu mwaka, ingano y’umutungo ucungwa na 50% kugeza kuri miliyari 20.7.
Goldman Sachs yashoje avuga ko hatabayeho igishoro gihagije cyo kongera umusaruro ukungahaye, ibicuruzwa bizakomeza kugwa mu gihe cy’ibura ry’igihe kirekire, kandi igiciro kizakomeza kuzamuka no guhindagurika kurushaho.
Ku bijyanye n’intego zihariye, Goldman Sachs iteganya ko peteroli ya peteroli, kuri ubu igera ku madolari 80 kuri buri barrale, izamuka igera ku madolari 105 mu mpera za 2023;kandi igipimo cya gaze gasanzwe ya Aziya nacyo gishobora kuzamuka kiva kuri $ 33 / miliyoni kikagera kuri $ 53.
Mu minsi ya vuba, habaye ibimenyetso byo gukira ku isoko rishoboye, kandi imiti yarushijeho kuzamuka.
Ku ya 16 Ukuboza, mu bicuruzwa 110 byakurikiranwe ku makuru ya Zhuochuang, ibicuruzwa 55 byiyongereye muri iki cyiciro, bingana na 50.00%;Ibicuruzwa 26 byahagaze neza, bingana na 23,64%;Ibicuruzwa 29 byagabanutse, bingana na 26.36%.
Urebye ibicuruzwa byihariye, PBT, polyester filament, na benhypenhydronic biragaragara ko byagaruwe.
PBT
Vuba aha, ibiciro byisoko rya PBT byazamutse, kandi inyungu zongeye kwiyongera.Kuva mu Kuboza, inganda zo hambere zatangiye kuganisha ku bakora ibicuruzwa bibaruwe neza, kandi mu bikoresho fatizo BDO ikurura ibikorwa, ubwoba bwa terefone bwo gufata imitekerereze y’ibicuruzwa bwiyongereye, isoko rya PBT ryagabanutse cyane, igiciro cyazamutseho gato, inganda inyungu yarahindutse.
PBT ibishushanyo mbonera byerekana ibiciro mubushinwa
POY
Nyuma ya "Zahabu Icyenda Ifeza Icumi", ibyifuzo bya polyester filaments byagabanutse cyane.Abahinguzi bakomeje guteza imbere inyungu, kandi intego yibikorwa bikomeza kumanuka.Mu mpera z'Ugushyingo, intego yibanze mu bucuruzi bwa Poy150D yari 6.700 Yuan / toni.Mu Kuboza, uko icyifuzo cya terefone cyagarutsweho buhoro buhoro, kandi icyitegererezo kinini cya filime ya polyester cyari kinini mu gutembera kw'amafaranga, abayikora bagurishaga ku giciro gito, kandi raporo yazamuwe umwe umwe.Abakoresha bo hasi bari bafite impungenge ko ibiciro byamasoko mugihe cyakurikiyeho byiyongereye.Umwuka w'isoko rya polyester filament wakomeje kwiyongera.Hagati mu Kuboza, igiciro cya Poy150D cyari 7075 Yuan / toni, cyiyongereyeho 5.6% ugereranije n'ukwezi gushize.
PA
Isoko rya benhynhydr yo mu gihugu ryarangiye hafi amezi abiri, kandi isoko ryatangije ultra -decline mu kwisubiraho.Kuva yinjira muri iki cyumweru, yibasiwe n’izamuka ry’isoko rya benhypenichydr, inyungu z’inganda za benhypenhydrate zo mu gihugu zateye imbere.Muri byo, inyungu rusange y’umuturanyi wa benhypenhydrate y’icyitegererezo ni 132 yu / toni, yiyongereyeho 568 yu / toni kuva ku ya 8 Ukuboza, naho kugabanuka ni 130.28%.Igiciro cyibikoresho fatizo cyaragabanutse, ariko isoko ya bonalide yarahagaze kandi iragaruka, kandi inganda zahindutse ziva mubihombo.Inyungu rusange yicyitegererezo cya pyrine ni 190 yu / toni, kwiyongera 70 yu / toni kuva 8 Ukuboza, no kugabanuka kwa 26.92%.Biterwa ahanini nuko igiciro cyinganda zibisi cyazamutse, mugihe igiciro cyisoko rya benic anhydride yazamutse cyane, kandi igihombo cyinganda cyaragabanutse.
Kugira ngo ubyemeze neza, hari abasesenguzi bamwe batekereza ko ingaruka z’ubukungu zahawe agaciro.Ed Morse, ukuriye ubushakashatsi ku bicuruzwa muri Citigroup, yavuze ko muri iki cyumweru yavuze ko impinduka zishobora kuba mu cyerekezo cy’amasoko y’ibicuruzwa, hanyuma hagakurikiraho ko ubukungu bwifashe nabi ku isi, bishobora guteza ikibazo cy’umutungo.
Ni bucya bwacya, utegereje ko ibisabwa bigabanuka, nk'uko Youliao abivuga.Mu 2013, icyifuzo cy’Ubushinwa cyagize ingaruka kuri iki cyorezo, mu gihe ifaranga ryinshi ryahagaritse buhoro buhoro icyifuzo cy’amahanga.Nubwo isoko riteganya ko umuvuduko w’izamuka rya Federasiyo uzagenda gahoro, ariko ingaruka ku bukungu nyabwo zizagenda zigaragara buhoro buhoro, bigatuma izamuka ry’ibisabwa ryiyongera.Kurekura politiki yo gukumira icyorezo cy’Ubushinwa byateje imbaraga mu gukira, ariko impanuka ya mbere y’ubwandu irashobora kuba imbogamizi z’igihe gito.Isubiranamo mu Bushinwa rishobora gutangira mu gihembwe cya kabiri.
Igihe cyo kohereza: Ukuboza-22-2022