I kēia mau lā iho nei, ua hoʻoulu ka ʻōlelo ʻaeto a Powell o ka Luna Hoʻomalu o ka Fed i ka hoʻonui ʻana i ka uku paneʻe, a ua huki ikaika ke kālā US i nā kumukūʻai aila. Ua pani ʻia ka futures aila maka o WTI i ʻApelila ma 3.58% i $77.58/barela, a ua luaʻi kokoke i ka hapalua o ka piʻi ʻana ma Malaki 1; Ua hāʻule ʻo Brent i Mei o Mei i ka 3.36% i US $83.29/barela. Ma luna o ka lā 1. ʻO kēia hoʻi ka emi nui loa o ka lā hoʻokahi i ka aila a me ka lole US mai Ianuali 4.
Ma muli o ka pale ʻana i ka pilikia i hoʻokumu ʻia e ka hiolo ʻana o ka Silicon Valley Bank a me ka hōʻike ʻole mahiʻai, ua wehe nā ʻōkuhi waiwai nui ʻekolu o nā waihona US i kā lākou mau hui, a ua hāʻule koke ka hoʻomaka ʻana o ka mākeke. Ua hāʻule ka ʻōkuhi S & P 500 i 62.05 mau helu, he emi ʻana o 1.53%, ma 3986.37 mau helu. Ua hāʻule ka Dow i 574.98 mau helu, he emi ʻana o 1.72% i 32856.46 mau helu. Ua hāʻule ka NATO i 145.40 mau helu, he emi ʻana o 1.25% i 11530.33 mau helu.
Ua pani ʻia nā waihona ʻEulopa ma nā ʻaoʻao āpau, ua pani ʻia ka helu kuhikuhi Kelemania DAX30 ma 1.31%, ua pani ʻia ka helu kuhikuhi Pelekane FTSE 100 ma 1.68%, ua pani ʻia ka helu kuhikuhi Farani CAC40 ma 1.30%, ua pani ʻia ka helu kuhikuhi ʻEulopa Stock 50 ma 1.30%, ua pani ʻia ka helu kuhikuhi Paniolo IBEX35 ma 1.46% o 1.46%, ua pani ʻia ka helu kuhikuhi Italia Fether MIB ma 1.56%. Ua hāʻule pū nā waihona ʻenehana hōkū. Ua hāʻule ʻo Apple, Microsoft, Google A, a me Nai Fei ma mua o 1%. Ua hāʻule ʻo Tesla ma mua o 3%, he haʻahaʻa hou o ʻelima pule mai Pepeluali 1.
Manaʻo ka piʻi ʻana o ka uku paneʻe o ka Federal Reserve e hoʻonui ʻia, a ʻo ke kumukūʻai o nā huahana ʻoihana nui he ʻumikūmālua he haʻahaʻa hou
Ua ʻōlelo nā poʻe loea o ka ʻoihana ua hālāwai ka panakō "hōkū" me ka waiwai holoʻokoʻa a hiki i $200 biliona, ʻo Silicon Valley Bank, me ka lehulehu i loko o 48 mau hola a hiki i ka panakalupa, e lilo ana i hanana "swan ʻeleʻele" e hoʻoluliluli ana i ka mākeke kālā honua, e hoʻonui ana i ka piʻi ʻana o ka uku paneʻe o ka poʻe i ka Federal Reserve e pale ana i nā panakō mai nā panakō. ʻO nā hopohopo no ka hōʻiliʻili kālā e hoʻokele i ka ʻāpana panakō holoʻokoʻa a me ka mākeke e hāʻule pū. ʻO ka nāwaliwali mau o ka hopena o ka ʻaila maka ua alakaʻi pū i ke ʻano o ka emi ʻana o nā waiwai he ʻumikūmālua.
Ua hāʻule ʻo ABS ma lalo o ka haʻahaʻa o ʻelima mau makahiki
I nā mahina ʻekolu i hala iho nei, ua emi loa ka mākeke ABS, ʻo ABS ka mea ʻino loa i kēia manawa i nā makahiki ʻekolu. Ua hāʻule ke kumukūʻai awelika o ka mākeke nui o East China i 11,300 yuan/ton. Ua kūʻai ʻia ʻo Lianyi AG120 ma 10,400 yuan no ke tona, ua kūʻai ʻia kahi mea kālepa Jiangsu D-417 ma 10,350 yuan no ke tona me ka ʻauhau, a ua kūʻai ʻia ʻo Shandong Haijiang HJ15A ma 10,850 yuan no ke tona me ka ʻauhau.
ʻO ke kumukūʻai makahiki nui o Jilin Petrochemical 0215A papa 19 o 12306.8 yuan/ton, 20 hōʻike makahiki 12823.4 yuan/ton, 21 hōʻike makahiki 17174.9 yuan/ton, 22 hōʻike makahiki 12668.15 yuan/ton, 23 mau makahiki i hāʻule i 11320.69 yuan/ton, hāʻule i ka haʻahaʻa loa i loko o 5 mau makahiki.
Ua paʻi ʻo PC i kahi haʻahaʻa hou i nā makahiki ʻekolu i hala iho nei, a ua hāʻule nui ʻo 7,900 yuan/ton i loko o ka makahiki.
Ua hoʻopau ka mākeke PC kūloko i ka haʻalulu nāwaliwali, ua paʻi i kahi haʻahaʻa hou o aneane ʻekolu mau makahiki. E lawe iā Lianyi WY-111BR ma ke ʻano he laʻana: ma Malaki 9 i ka makahiki i hala, ʻo ke kumukūʻai he 22700 yuan/ton, a laila hāʻule loa ia. I ka hapaha mua o 2023, ua hāʻule ke kumukūʻai mākeke i kahi haʻahaʻa hou o aneane ʻekolu mau makahiki. Ma Malaki 10, ʻo ke kumukūʻai he 14,800 yuan/ton, he hāʻule makahiki-ma-makahiki o 7900 yuan/ton.
ʻO ka mākeke Dongguan PC/Zhejiang hao makani/02-10R kiʻekiʻe o ke kumukūʻai ma ʻApelila 21, ʻōlelo 26200 yuan/ton, a laila ma hope o ka emi ʻana, e like me Pepeluali 23, ʻōlelo 02-10R 14850 yuan/ton, iho 11350 yuan/ton, iho 43.32%.
Ua paʻi ka Lithium carbonate i kahi haʻahaʻa hou ma mua o 1 makahiki, i lalo i 30 mau lā
Mai ka waena o Pepeluali o kēia makahiki, ua hoʻomau ka emi ʻana o ke kumukūʻai o ka paʻakai lithium, kahi i hāʻule ma lalo o 500,000 yuan a me 400,000 yuan. Ma ka awelika ma Malaki 10, ua hōʻike ʻia i 34,1500 yuan/ton, kahi haʻahaʻa hou ma mua o hoʻokahi makahiki, a ua hāʻule no 30 mau lā.
Ua hāʻule ʻo Tin i kahi haʻahaʻa hou no ka makahiki
I ke komo ʻana i Malaki, ua hoʻomau ke ʻano o Shanghai Xixi i Pepeluali o ke ʻano nāwaliwali a hoʻomau i ka emi ʻana. I kekahi manawa, mai Dekemaba 27, 2022, ua hiki aku i 197,330 yuan/ton. He ʻōmaʻomaʻo nō hoʻi ʻo Londi, a ua emi iki ka emi ʻana ma mua o ka tin Shanghai. Ua hoʻopā aku i ka haʻahaʻa loa i 24305 yuan/ton mai Dekemaba 28, 2022. Ua ʻōlelo nā ʻoihana wili ʻia ma Dongguan a me Shenzhen ma muli o ke koi nāwaliwali o kēia manawa no nā kikowaena a me nā kauoha liʻiliʻi i ka hoʻoili ʻana i luna o nā wili wili ʻia, ua emi ka makahiki ma kahi o 30%. No laila, pono ka hale hana wili e hoʻemi i ka uku hana e hoʻoikaika no nā kauoha, a he ʻano ikaika ka hoʻokūkū mākeke.
ʻO ka pulupulu nickel Shanghai no ʻehā mahina hou haʻahaʻa
Hoʻopilikia ʻia e nā mea e like me ka piʻi ʻana o ke kālā US, ke kumukūʻai hui ʻia o ka nickel ma waho, ka piʻi ʻana o ka uku paneʻe o ka Fed, a me ke koi nāwaliwali, ua ninini ʻia ke ʻano o nā kumukūʻai nickel. Ma Malaki 3, ua palaki ʻia ka hoʻokuʻu ʻia ʻana o ka papa nickel Shanghai i 18,5200 yuan/ton mai Nowemapa 1, 2022. Ua hōʻea ka Nickel i kahi haʻahaʻa hou o US $ 24,100/ton mai Nowemapa 18, 2022, me ka pani ʻana o kahi kokoke i 3%. ʻO ka emi ʻana o ka mahina o ka mana nui o Shanghai Nickel he 10.6%, a ʻo ka emi ʻana o ka mahina o Lun Nickel he 18.14%.
Ua hāʻule ke kumukūʻai o ka lithium hydroxide i 110,000 yuan/ton
Ua hāʻule ke kumukūʻai kūʻai awelika o ka lithium hydroxide i 7,500 yuan/ton, he emi ʻana o 110,000 yuan/ton mai ka hoʻomaka o Pepeluali, he emi ʻana o 20%, a ua hāʻule i 18% mai ke kumukūʻai kiʻekiʻe o ka makahiki i hala. I kēia manawa, ʻo ka hapa nui o ka ʻoihana he mau kauoha haʻahaʻa ke kumukūʻai.
Ua hāʻule ka lithium hexifluoropathy ma mua o 40,000 yuan/ton
Ua hāʻule ka Lithium hexofluorophosphate i 7,000 yuan/ton i ka lā, a ua hāʻule ma mua o 40,000 yuan/ton i Pepeluali, he emi ʻana o 19.77%. Ua hāʻule ke kumukūʻai ma lalo o 300,000 yuan/ton i Malaki, a ua hāʻule ke kumukūʻai o kēia manawa ma mua o 71% mai ke kiʻekiʻe loa i Malaki 2022.
Ua hāʻule ke kumukūʻai o ka lithium iron phosphate i 25,000 yuan/ton
I Pepeluali, ua emi iho ka mākeke phosphate hao lithium, i lalo o 2.97%, a ua hāʻule ke kumukūʻai he 25,000 yuan/ton i ka makahiki, he emi ʻana o 14.7%. Ma lalo o ke koi mākeke o kēia manawa a me ka nāwaliwali o nā mea maka, ʻoi aku ka maopopo o ke ʻano o ka mākeke phosphate hao lithium.
Ua hāʻule ikaika ʻo PA66 i 12500 yuan/ton
Ma 25050 yuan/tona ma Nowemapa 21 o ka makahiki i hala, i ka hopena o Pepeluali, ua hōʻike ʻo PA66 i 21,550 yuan/tona. I nā mahina ʻekolu i hala iho nei, ua hāʻule ʻo PA66 i 3500 yuan/tona, a i ka mahina i hala iho nei, ua hāʻule ia i 1500 yuan/tona. Loaʻa iā Henan Shenma EPR27 kahi hōʻike i hoʻokahi makahiki wale nō i ka 20,750 yuan/tona o kēia manawa, kahi i hāʻule iho i 12,500 yuan/tona i loko o ka makahiki, he emi ʻana ma mua o 38%. Ua hāʻule pū nā waiwai i lawe ʻia mai e like me Yakayama 1300S a me DuPont 101L ma ʻAmelika Hui Pū ʻIa.
Ua hāʻule ka POM i 9,200 yuan/ton i ka makahiki i hala ma mua o ka makahiki i hala
ʻAʻole lawa ka ukana kūkulu ʻana o nā hale hana ma lalo, ʻaʻole i hoʻokō maikaʻi ʻia ke koi POM, a ua kaupalena ʻia ke kūʻai maoli. Ke lawe nei i ka hōʻailona M90 ma ke ʻano he laʻana, i kēia manawa, ʻo ka hāʻawi he 14,800 yuan/ton, he emi nui o 9,200 yuan/ton i hoʻohālikelike ʻia me ka manawa like i ka makahiki i hala, a ua ʻoi aku ka emi ʻana ma mua o 38%.
Ua hāʻule ka PBT i 8600 yuan/ton i loko o ka makahiki
Ua hāʻule ke kumukūʻai mākeke o PBT ma 4,200 yuan/ton i ka pule i hala, a ua hāʻule ma 1100 yuan/ton i ka mahina i hala, he hāʻule ʻana o 8600 yuan/ton i hoʻohālikelike ʻia me ka manawa like i ka makahiki i hala. Ke hoʻohālikelike ʻia me nā mea maʻamau a i ʻole nā mea ʻenekinia, ʻaʻole hiki ke pale ʻia nā huahana ma hope.
Ua hāʻule ka resin Epoxy i 1100 yuan
Ua hāʻule ka ʻōlelo kūʻai o ka resin epoxy paʻa i 1100 yuan/ton ma hope o ka makahiki, i 14,400 yuan/ton, a he 7.10% ka emi ʻana i Pepeluali, he 43% ka emi ʻana i hoʻohālikelike ʻia me ke kumukūʻai kiʻekiʻe i nā makahiki i hala iho nei, a he 61% ka emi ʻana mai ka waiwai kiʻekiʻe o ka mōʻaukala. Ua hāʻule ka wahi o ka resin epoxy wai i 14933.33 yuan/ton, he 10.04% ka emi ʻana o kēlā me kēia mahina.
Ua hāʻule ʻo Bisphenol A i 800 yuan/ton i hoʻokahi mahina
Mai Pepeluali mai, me ka hoʻohui ʻana i kahi wā mālie ma waena, ua wehe koke ʻo bisphenol A i kahi ʻano emi wikiwiki. Ma Malaki 8, ʻo ka hāʻawi ʻana he 9,500 yuan/ton, a ua emi ka mahina he 800 yuan/ton. I kēia manawa, ua hoʻoheheʻe mālie ʻia ka waihona holoʻokoʻa o ka bisphenol A, ua hoʻokaumaha ʻia ka ukana o ka mea paʻa, a ua hoʻoponopono ʻia ka phenol patelone maka i loko o ke kikowaena o ka umekaumaha hebedoma. Ua hilinaʻi ka ʻoihana bisphenol A, a ua makaʻala kekahi o lākou e loaʻa nā pono.
Ka manawa hoʻouna: Malaki-20-2023